The Invoice generation process can now be completly automated. A new Billing Automation option in the Finance module provides flexible filters and recurring scheduling options allowing you to automatically generate Invoices for some or all Contracts. This new option allows you to completely bypass the multi-step Billing Review process.
All Ticket Fields are now available in the Ticket Notes Email Templates.
All Ticket Fields are now available in the Ticket Time Entry Email Templates.
Added Employee Title as a field for Email Templates.
Added Taxable/Non-Taxable option for all Quotation Line Item types (Service, T&M, Labor, Fixed Price, etc.).
New Rest API Endpoint to retrieve all Locations.
New Rest API Endpoint to Update (PUT) Hardware assets.
Ability to define Multi-line Custom Fields.
Added new Exago Built-in Functions to Get the Month Name, Quarter Name, Quarter Number, and Date Filter to get Past 12 Months from Today.
Create new Contact directly from QuoteWerks if the Contact Name is entered manually.
Enhancements
Add the ability to specify which employees have External Authentication (AuthAnvil) enabled.
Allow Emails to open tickets via the Email Parser even if the email has no body.
Update the Contact Modified On when users update the Email or Phone Number of the contact.
In the Ticket view, the Service Contract label is now a clickable link allowing you to quickly see Contract details.
Rest API - Enhance Products Endpoint to update Unit Price.
QuoteWerks Logging Enhancement to write logs without Admin Access Rights.
The default Quote Template has been enahnced to leave more room for line-item descriptions.
The Ticket 'Batch Actions' user experience has been improved to display Job Status and a detailed Log.
Added the ability to edit Recurring Services Description in Contracts.
Set Ticket Creator to "From Parser" when the email belongs to two contacts for two different Accounts in CRM.
Bugs
Italian Translation corrections.
Fix issue with Outlook Plugin losing config on Outlook Update.
Projects - Fix issue when adding a related opportunity to a project.
QuickBooks Desktop Sync - Importing a Service does not import the service description.
Rest API - Add IsDefault field to Contact Phone and Email.
Rest API - Import Employees - Add IsActive Field.
Tickets - Contacts - Changing the Users Location clears the contact phone and email.
Rest API - Retrieve Locations with Accounts Endpoint and Phone/emails with Contacts endpoint.
Company Settings are Not overriding system defaults: Billing Review options.
Fix the error message when deleting ticket linked to a Knowledge base article.
Duplicate Notes added via VSA SOAP Apis does not display the creator of the note correctly.
Knowledge base - Error appears when updating an article.
Security Roles - Missing Translations.
QuoteWerks - Contact Manager always opening even if third party CRM is not selected.
Software Asset - Wrong Location is selected after deactivating the selected location.
VSA Integration - Assets creation failed when no Mapping exists between an Org and the BMS Internal Account.
Spelling mistake under Settings --> My Profile --> 'Marital Status'.
Quotewerks Integration - Reset the contact paging after changing the number of user should display in the page.
Financial Dashboard Issues.
QuickBooks Desktop Sync - Issue when Syncing Invoice with Address Line 2 Specified.
Tickets - Hide the Timer entry Timer when the feature "Hide Ticket Time Entries Tab" is checked.
Tickets - Assign Button not working properly when removing secondary assignee.
Italian Translation Mistakes.
Xero - Invoice Export - Check Item Code When Item Name is Null in Inventory Items List.
Billing - Generate Invoice - Round the line Items total to 2 Digits after decimal point.
QuickBooks Sync - Export Invoices to Parent Company When Bill to Parent is specified.
Expense Type - No validation message appear when trying to delete a used expense type.
Knowledgebase - Breadscrumb not updated when saving new Knowledge base.
Issue when having a custom field error message having a quote.
Tickets - The Timer is giving wrong results when calculating Seconds for the Start and End Time.
Projects - Project Start Date format changes after saving.
Rest API - SKU field is returned in response yet empty.
Sorting Issue on Lists > Opportunities --> CRM Opportunity Types.
Phone Types are not showing Correctly in the Filters of the Ad-Hoc Reports.
Workflow - Internal Note from VSA triggers workflow that should be trigged by client note.
Security Role - Fields displaying without translation.
Software Asset - Error validation message appear when saving a new license.
Contacts - An error appear when trying to open a contact related to inactive location.
CRM Dashboard Spelling Issue.
Discount Type - The currency displaying for the percentage Discount Type instead of %.
QuoteWerks - Popup Windows not showing always on Top.
Search Ticket View Not Displaying Associated Work Type.
Invoice Edit Grid Item is showing only 1 digit after decimal point when paying against the invoice.
Timezone Issue on Start and End Time under Tickets Activity Logs.
Quotewerks Integration - Contacts screen does not scroll to additional pages when more than 100 contacts.
Tickets Listing - Work Type not showing Value in Grid.
Sorting by 'Account' column in 'Home > My Tickets' does not work.
Finance - Invoice -The invoice review screen will show & in the tax name.
