May 29, 2024 | Service Automation and Provider Automation RNs

Core modules

Admin. We've added the Active Users sorting option on the Admin- Permission page to filter only those with the Active status.

Invoices. The purchase order (PO) numbers are now visible on invoice cards on the invoices list view page.

Add-on modules

No features and improvements for add-on modules.

Core modules

Dashboard. When you create a work order and answer interactive troubleshooting questions, the trade wasn't updated based on the trade overrides configured in your dashboard issue list. Now the trade will be updated as expected.

Invoices. Filtering invoices by GL codes or additional approval codes and downloading the MS Excel invoices report, you noticed that the number of filtered invoices on the invoices list view page and in the downloaded report didn't match. We've done away with this discrepancy.

Work Orders. On the work order details view page under the Attachments & Notes tab, the serial numbers of the notes were displayed incorrectly. Because of this, the necessary notes were tougher to find. No more mess like that — notes numeration looks as expected.

Add-on modules

Refrigerant Tracking Manager. Sometimes, when importing refrigerant assets on the Asset (Equipment) > Imported Assets page to update the asset total charge, vendor name, and description, you saw that the Current Charge section wasn't updated on the asset details page under the Refrigeration Details tab. The issue is fixed.