Release Notes

September 5, 2024

Enhancements & Updates

Payment Term Specific to a Vendor Takes Precedence:

When creating a Vendor invoice, the payment terms set in the vendor's profile will take precedence over the company's default settings, ensuring accurate billing.

Enhanced Payment Feature:

A new Remit Payments To field has been added under the Statement Memo on the Receivable Invoice Page. This field will automatically appear when generating an invoice, with the option to update it as needed.

Ability to Mark a Vendor as Tax Exempt:

Vendor managers can now mark vendors as Tax Exempt in the vendor’s profile under the Settings tab. A Vendor is Tax Exempt field will indicate this status.

Ability to Mark a Site as Tax Exempt for Purchase Orders:

If the Tax Exempt checkbox is selected for a specific site, any associated work orders or purchase orders will show a tax of $0.If the delivery site of a purchase order matches the work order location, and the work order site is marked as tax-exempt, the purchase order will also be tax exempt.

Added Line Item Tooltip:

A tooltip is now available to easily identify whether line items are Taxable or Non-Taxable.

Mandatory Tax Code for Invoicing:

The Tax Code field is now mandatory for all items, sub-items, materials, and services. This ensures that taxes are correctly displayed based on the tax code and billing location.

Tax Exemption Status Pop-Up:

A new pop-up window will appear when selecting/deselecting the Tax Exempt checkbox, warning users that changes to the exemption status may affect the tax shown on line items. This allows for a review before finalizing the change.

Accept/Reject Button for Proposals:

The Approve/Reject button has been added directly to the Work Order Details page, eliminating the need to navigate to the Proposal page for approval actions. This streamlines the approval process.

Resolved Issues

- Discount Field Now Updates Correctly

- Vendor Invoice Discount Issue

- Select All Option Fixed for Filters

- NFPA Report Displays Correct Values

- Proposal PDF Download

- All Active Net Terms Displayed in Vendor Profile

-Correct Tax Rate Applied to Line Items

- Tax-Exempt Checkbox Issue resolved

-Team Member Labor Rate pull correctly

-Vendor Invoice Forwarding Fixed

-Site Filter Now Shows All Sites

- Duplicate Trips No Longer Created

-Advanced Work Order Scheduler Filtering

-Bulk Actions Now Work with Select All

​Please reach out to Support@utilizecore.com or use the chat box below for any questions!