UPDATES:
- [UPDATE] Resolved issue where PLP imports were clearing fields that were not accounted for on the import document
- [UPDATE] Resolved issue where manually added time records were causing the FieldCentral field app to display incorrect billing
- [UPDATE] Resolved issue where the FieldCentral to Quickbooks Desktop import tool was crashing on large sends
NEW:
Data Import: Configuration Options:
- Added "email invoice" as a column, with capability to check/uncheck this option from the grid and ability to mass check or uncheck "email invoice" from the mass action dropdown
- Added the capability to apply a tax code to the property during the import process
- Added the capability to apply a tax code to materials during the import process
- Added the capability to import "site notes"
- Added the capability to import "security notes"
- Added the capability to import "special notes"
- Added the capability to import "field special needs"
Work Management: Advanced Edit Options:
- Added capability to change the Work-To-Do (WTD) of a scheduled visit
- Added capability to adjust the “rate” and “rate type” of work that has been scheduled
- Added capability to unlock a billed visit and make edits (Time, Material, Price, Rate, Rate Type, Bill amount, comments, Status)
- Added capability to resend edited work to Quickbooks, rather than manually make adjustments in both programs
- Added capability to mark a visit as invoiced in cases where the invoice has manually been created in Quickbooks or if a particular visit is not one I wish to send across to Quickbooks
Admin: Import Failure Detail — Enhancement:
- Enhanced functionality to facilitate a detailed display (with an actionable level of detail) of why an import failure occurred when an import fails so the issue can be corrected and resolved
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