Classification Required


As the system has become more granular we have made classifications required. Prior to this, there were some issues with Groups getting through without a classification. To make it easier, Groups will need to have a classification in order to use the system. 



Email reply to External Notes


Users can now reply back to certain emails and it will automatically add their email reply as an external note. Please click HERE to learn more. Below is who will receive the emails based on each status.


  • Pending - Email Requester and Approve Users who already Approved and Approve Users at the next step

  • On Hold - Email Requester and On Hold User

  • Declined - Email Requester and Decline User

  • Canceled - Email Requester and Cancel User

  • Approved - Email Requester, Additional Notify Users, Approve Users, Group Managers set to receive Emails from other Users in Group

  • Awaiting Payment - Requester, Approve Users, Group Managers set to receive Emails from other Users in Group




Refund on an Invoice


We have now implemented a process to add refunds to an invoice. The refunds will be viewable on the invoice and available on the finance reports. Please click HERE to learn more.