Products
- Added bulk update and download options for Products under the Configuration menu
Invoicing
- Removed sections that are not being used (i.e. travel logs, products, retainers, etc.) in the invoice previews
- Fixed error when hiding items from invoices
QuickBooks Online
- Implemented value check adjustments for taxes on Invoices after syncing invoices to QBO
QuickBooks Desktop
- Added the option to remove the date from the description in the invoice
- Added the option to remove the ticket number from the description in the invoice
- Fixed the issue with multiline description by removing the markup
Tickets
- Added alternate users to the ticket close-out form for notification options
- Added the option to list a technician assigned to a ToDo in a ticket as an Alternate Technician to the ticket
- Added workpad data to be included in the Custom Reports Datasource = Tickets.
- Added an account filter and the ability to sort column headers on scheduled tickets
- Added the ability to convert KB articles into tickets from the ticket action button
Assets
- Added multi-select control for Asset statuses in the asset's advanced search
- Updated the logic to show ALL users when doing a checkout procedure under the asset's profile
- Added a success notification banner when changes to an asset's profile are made
FreshBooks
- Added the option to include the client's contact information during account creation
Products
- Products are now able to be associated with assets during contract creation.
- Assets now will display all the associated products assigned to the individual record
- Advanced asset search now allows for querying products assigned to assets
Bug Fixes and Optimization
- Updated and optimized the LDAP replication schedule
