Early Adopter Release Notes: February 15, 2023

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Love is in the air and so is another FieldEdge update! With this update you'll find small but impactful updates that were inspired by member feedback.

Office Updates

Allow 'Reply to Address' per Business Unit in Communication Templates

Based on member feedback, we've made an update that will allow members to use different 'Reply To' email addresses. The member can now type the characters [businessunit_email]. This will allow communication templates to use the reply to email that is set on the Edit Business Unit screen.

 

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Agreement Discount Dropdown in the Call Screen

To help reduce any confusion around which agreement plan's discount is being applied to an invoice or quote of a work order, the pricing rules dropdown will now detect the default agreement plan name and display it.

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Consolidated Time Entries with QuickBooks Desktop

Through feedback, we've learned that posting time entries to payroll in QuickBooks can create unnecessary entries and make the timesheet more difficult to understand and use. With this update, we are combining all Idle time entries that share the same class and pay item. We are also combining the traveling and working time for each work order. This should make time entries easier to read, while still being accurate.

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