10/12/23 Updates

New Features

     Employee Management

1. Auto approve toggle added to Preferences

    Leases    

1. Past lease data updated to show as past due during payment grace period if not previously marked2. Leases now show as past due the day after due date

3. New options to record payoff type and percentage

4. Modifications to use lease delivery address for new leases

5. Payment Book 

a. Increased Visibility on payment book for payments balancing when payment is completed 

b. New options to see monthly fee, balance, amount due, and remaining due 

c. Remove Initial payment number 0 

d. Changed sort to descending by payment due date and filter to show only the next due date and items in the past

6. When clicking first or second notice, an activity is created

7. Option to change due date to start for future payments

8. Late Payment notification updated to send out at same time as late payment is processed in system

9. Lease automation now includes SMS

10. Additional option for sending SMS that includes creating activity

11. Payoff Conditions added for both principal paid and remaining balance

    Products

1. Auto approve functionality added to new Products (See Image above in Employee Management)

    Quotes

1. New options for state specific fees, picked up from delivery, cash and lease when opening payment window

    (To access this States card, go to Settings and click the green States button on the right hand side)

    **YOU MUST UPDATE YOUR STATES FEES IMMEDIATELY**

2. Updated Quotes, Contracts, and Leases to now have matching fields

    Settings

1. Preferences added so fees can be added by State ( See above Quotes #1 )

2. Table added for Repair Expense Types, each client can manage their own value list

    (Go to Preferences Panel, then to List Options 2)

    System Wide

1. UI changed in the entire system....different colors and theme applied to make easier to read

2. New Support Ticketing System added....and upgraded...to easily submit support requests

            See details here for the new support ticket card, then here for how to access tickets from the web

    Templates

1. Added SMS auto reply notifications and keywords

    Vendor Bills

1. Left panel now includes QuickBooks Company and is editable (if not already pushed to Quickbooks)

Process Changes

    Leases

1. Choose to use delivery address for mailing

    (On a Lease Record, open Edit Panel to access this)

2. Mailing address is now editable

3. Delivery and mailing address added to toggle to allow more space for better visibility

4. Delivery address is now set when lease record is created
5. Current leases have been set to store address

6. Serial number and Sales person replaced with Reference 1 and Reference 2

7. Previous payment dialog - UI updates to make entry faster

8. Payment Book sort/filter has changed. It now sorts by decreasing due date (ie last payment date at the top) and filters out anything more than 30 days in the future. This enables the user to have less scrolling to see current info

Fixes

    Contracts

1. Main window no longer closes when creating contract from quote

2. Tax jurisdiction now displayed under tax type

    Leases

1. Fix to daily update so past due alert no longer shows if payment is no longer past due, updating lease status

2. Payment total moved to left to allow better visibility

3. Previous payments - layout and script modified to show waive instead of include

4. Minimum now shows correctly for fees and waive without creating negative balance
5. Previous and current payments now reflect the current lease state and past due days immediately

6. Take payment parameters sets additional fields for originated, Customer ID, and creates initials for more data to appear in reports when originating from lease

  Quotes

1. Resolved issue where blocks were added as additional principal for payments and remaining balance was displaying incorrectly

Version 23.21