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First week of November 2024: Mobile, Desktop Enhancements and Fixes

Nov 08, 2024

The update introduces automated invoice due dates with configurable payment terms, a user presence indicator for records, asset hierarchies for better organization, and streamlined list view actions. The mobile app also sees a renaming of "Work Orders" to "Picking Lists" for clarity. Key fixes include sorting errors in customer invoices, session handling issues, job report PDF accuracy, removal of the delete icon from the users screen, and errors in cash on delivery invoice generation. The mobile app fixes address multi-day time logging, time calculation consistency, and checklist photo removal issues.

Enhancements:

• Enhanced Payment Terms Functionality
  • Payment terms now automatically set invoice due dates based on the invoice date, configurable in the admin area. Applicable to:
    • Customer Invoices
    • Supplier Invoices
    • Recurring Invoices
  • Three payment term options are available:
    • Past Invoice Date: Sets the due date a specified number of days after the invoice date.
    • Past End of Month: Sets the due date based on days after the current month or a specified day in the next month.
    • Cash on Delivery: Sets the due date as the invoice date (0 days).
  • Payment Term names are automatically generated based on selected terms but remain editable.
  • New customer/supplier settings:
    • Enable for Customers/Suppliers: Assign terms to customer sales or supplier purchases.
    • Set as Default for Customers/Suppliers: Choose a default for sales or purchases. Only one default term is allowed per customer or supplier, and setting a new default deactivates any previous one.
  • Rules and Application:
    • Terms are assigned under Customer Payment Terms or Supplier Payment Terms.
    • Terms are applied according to the invoice type:
      • Customer Invoices use Customer Payment Terms
      • Supplier Invoices use Supplier Payment Terms
      • Recurring Invoices use Customer Payment Terms
  • When selecting a customer on an invoice, the due date updates per the customer’s Payment Terms. If no terms are set, the default term applies, if available.
• Added presence indicator to records, showing when others are viewing the same record.
• Enabled the creation of asset hierarchies.
• Moved mass update and mass delete options to the "More Actions" button in list views.

Mobile App:

• Renamed "Work Orders" to "Picking Lists.”

Fixes:

• Fixed an Elasticsearch error caused by sorting on unmapped fields in the Customer Invoices module (sorting field: next_invoice_date).
• Resolved issue where users were redirected to previously used URLs when their token expired.
• Enabled downloading and previewing of the Job Report PDF from the portal. Corrected summary report to pull accurate property data. Added ID to job report preview.
• Removed delete/trash icon in the Users screen.
• Resolved 500 error occurring when generating invoices for Cash on Delivery transactions.

Mobile App Fixes:

• Ensured time logging captures both start and end dates when spanning multiple days.
• Fixed calculation of start and end times for consistent results.
• Prevented removal of photos when failing a checklist.