Release Notes
September 18, 2024
Please reach out to Support@utilizecore.com or use the chat box below for any questions!
Release Notes
September 5, 2024
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.
- 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!
Release Notes
August 30, 2024
Please reach out to Support@utilizecore.com or use the chat box below for any questions!
Release Notes
August 22, 2024
Enhanced Work Order Notes
The following fields have now been hidden in Work Order Notes when sending from broker to client
- Vendor Name
- Priority
- Trade Service
Added a Create Item Link
While creating/editing an invoice, proposal, or purchase order, you now have the ability to create a new Item.
Please reach out to Support@utilizecore.com or use the chat box below for any questions!
Release Notes
August 13, 2024
Enhanced Work Order Notes
Work order notes now include the work order number, client name, priority, trade, and message body, compared to the simple note that was sent before.
Please reach out to Support@utilizecore.com or use the chat box below for any questions!
Release Notes
August 8, 2024
Bulk Approve/Reject Payable Invoices
Added Trip NTE
Enhanced Custom Work Order Template
Copy and Reorder Line Items for Invoice, Proposal, and Purchase Order
Addition of Log Activity for Tax Rate/Tax Exempt Change
Bulk Schedule Payable Invoice
Please reach out to Support@utilizecore.com or use the chat box below for any questions!
Release Notes
July 25, 2024
Please reach out to Support@utilizecore.com or use the chat box below for any questions!
Release Notes
July 17, 2024
A new setting has been added that allows you to edit the approved payable vendor invoice.
Settings > Vendors > Invoices > Allow Editing Approved Invoice
Please reach out to Support@utilizecore.com or use the chat box below for any questions!
Release Notes
July 11, 2024
Support for Canadian Taxes: Now your receivables and Payables support taxes for Canadian location
Improved Summary section for Invoices and PDFs: Get better visibility into taxes, discounts, and other calculated components
Automated Trip/Travel charges: Based on rates set in the system, you can now automatically include flat or distance-based trip/travel charges in your receivables and payables invoices.
We currently support two types of Trip/Travel charges
-Flat charges – Fixed charge
-Distance-based charges – Charge based on distance traveled to the site location
These charges can vary for clients, sites, vendors, and trade service.
1.WO Filter Creation Date Not Working Properly
· Issue with the creation date filter in work orders has been resolved.
2.Invalid Link On New Invitations when using Email and Mobile fields in ROR
· Fixed invalid links in new invitations when email and mobile fields are used.
3.First Broker name associated to location is displayed instead of Current
· Corrected the issue where the first broker name was displayed instead of the current broker name.
4.New Vendors Module Is Showing Incorrect Notes & Contacts Count
· Fixed the incorrect display of notes and contacts count in the New Vendors module.
5.Proposal Item Description Is Showing HTML Tags
· HTML tags in proposal item descriptions are now properly rendered.
6.Invoice PDF is not getting downloaded
· Resolved the issue preventing invoice PDFs from being downloaded.
1.Change in the Item Name should update Rate & Assignment Records respectively
· Implemented a feature where changing an item name updates the corresponding rate and assignment records.
2.Increase width and provide horizontal scroll for the recommendation box in Name dropdown for Invoices | Proposal | PO
· Enhanced the recommendation box in the name dropdown with increased width and horizontal scroll functionality.
1.WO Level Summary Invoice Report
· Added a new summary invoice report at the work order level.
2.AR/AP - Add Custom Column naming to Invoice Reports
· Introduced the ability to add custom column naming in invoice reports.
1.After creating these agreements and hitting activate/continue
· Improvements made to the activation process.
2.Weather works trips to be invoiced doesn't ignore cancel trips.
· Adjusted the invoicing process to exclude canceled weather works trips.
3.Sites loading performance issue on Work order create Pop up
· Addressed performance issues with site loading during work order creation.
4.Corrected Date of Issue on Forwarding Vendor invoice to Client.
Please reach out to Support@utilizecore.com or use the chat box below for any questions!
Release Notes
May 15, 2024
⚬ We have improved your experience with filters so that you have better control on final results
Import Work order details into invoice:
⚬ While creating an invoice or editing an existing invoice, you can now import Work order details on click of a button.
Details includes:
Make description in Payables Invoice mandatory:
Redesigned initial steps for Scheduled Services:
Please reach out to Support@utilizecore.com or use the chat box below for any questions!