Release Notes: September 11, 2020

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Customization Tools for Advanced Reporting (Premier Feature)

A new Field Properties tab has been added to custom reports. You'll have new enhancements including options to add subtotal or grand totals, along with more conditional formatting options for numbers, currency, percentages, and text. You also have the ability to add class as a column or new filter to the profitability, payment, and work order expense reports. Along with the ability to add tax groups and tags to the profitability report.

Recent List View Filter

When accessing list views for work orders, invoices, or quotes, the recent filter will be the default view, displaying all records from the past 30 days.

Design Update: Agreements

To make the process of creating an agreement easier, we made updates behind the scenes of the agreement details page, which increased performance and efficiency. Some of the interface designs have been updated and we've started laying the groundwork for new agreement functionality that will be available in the upcoming months.

Mobile Updates

Updates to the mobile application will provide enhancements and bug fixes. Refer to your mobile devices app store to ensure you have the most recent version of the mobile application. If you ever encounter any mobile issues, please reach out to our Support team so we can help you with a resolution as quickly as possible.

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