Nov 8, 2023 | Service Automation and Provider Automation RNs

Features and improvements




Core modules

Location & Provider Assignments. We've added the Status column under the Trade and Location Assignments section on the Provider Swap page. Also, the Exclude Closed Locations and Exclude Open Locations checkboxes are available. Use it to see open or closed locations only.

Add-on modules

Projects. The CurrencyName (USD default) column is now available in the MS Excel work order template. Use it to define the currency used for the specific work order. If the work order is created in a different currency, it'll be automatically converted to the preferred.


Bug fixes




Core modules

Invoices. The GL code on an invoice was updated automatically after you changed the invoice to the On Hold status. This led to inconsistency between the GL code on the work order and the invoice. No more data mismatch!

Location & Provider Assignments. When you tried to download any MS Excel report on the Locations page, the page was stuck on loading, and you saw the following error message: There was a problem generating your report, please try again. This happened due to the date format issue. Now, you can download any report without error messages.

Add-on modules

No bugs for add-on modules.