Invoice Improvements
Credits on Invoicing
Users with the (Can send Invoice) permission can now "issue a credit" that will go to the group's balance for future use. From there, anyone receiving a payment can use the credit balance by "Applying a Credit," which will then reduce the invoice balance. Please click HERE to learn more.
Receive Payments
Users can associate attachments to the payment when using the receive payment page. From there, that attachment and payment will automatically be associated with the selected invoices. Please click HERE to learn more.
Additional Charges
We extended the character limit on additional charges to allow for negatives and higher amounts. The character limit is now eight instead of six.
Include Building Name on Invoice
We now display the site and space name on the Invoice to avoid confusion. This will be beneficial for districts that do not prefix their spaces.
Back-date Payments
We now allow anyone who is receiving payments to back-date payments. This was an issue because sometimes payments were acquired on a particular day and not logged into the system immediately. Please click HERE to learn more.
Past Due Invoice Email-Reminder
We will automatically send an email on Fridays at 7:00 AM starting 03/08/24 to any primary manager with a past-due invoice. This will NOT include past-due draft invoices. Please click HERE to learn more.
Bulk Invoice Re-direct
The bulk invoicing page used to indicate a draft invoice was created - But then you would have two select the menu to go there to see it. We implemented a click-here button in the wording that will allow you to go right to the draft invoice page.
Calendar Improvements
Calendar Timeline View
Users who can view the calendar will now have access to the timeline view. This view will show one day at a time but display timelines for each event at any facility (It is recommended you filter on sites first). Please click HERE to learn more.
Report Improvements
Invoice Line-Item Report
Users with the (View Financial Reports) permission can now run the invoice line item report. This report will summarize the line items within a specific date range. These charges are also associated with specific locations now. So, districts can now run reports on custodial charges for specific buildings. Please click HERE to learn more.
Field Report Update
The Field report now includes NOTES from any Yes or NO Fields during the view and export process. Please click HERE to learn more.
Group Improvements
Additional Columns on the Group Page
We added an additional column for "Past Due." This will give anyone with the Group Classification manager permission to view any groups with past-due invoices (First Screenshot). We also added a column where admins will be able to see all files associated with a group (Second screenshot). Please click HERE to learn more.
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Contract Improvements
Contract Log
We added some new functionality for contracts. This will benefit admins so they can see when contracts were sent out and who sent them. In addition to this, they will be able to view the file that was sent as well. Please click HERE to learn more.
General Improvements
Registration Page
Initially, the classification selection caused passwords to be removed. We moved the classification section along with the notes as the first step. This will prevent users from filling out a ton of information and having their passwords cleared. Please click HERE to learn more.
Agree to Estimated Costs
We cleaned up this page to make it a table and added some values. We added number values and any notes the requestor entered on their answered questions. Please click HERE to learn more.
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