10/25/23 Updates

New Features

     Support

New ShedVerse Support Options on the ShedVerse Menu. 

"Change Log" was deprecated (and is no longer showing on this menu), as the migration release option has taken its place.

"Training Resources" will remain here, until we get all of the data transferred from it into the Knowledge Base, then it will be deprecated.

"Migration Releases" will take you to the migration details on the Knowledge Base site.

"Support Site" will take you directly to our Knowledge Base site & Access to your Support Tickets.

"Submit Feature Request" will open a card for you to submit a new/desired feature for ShedVerse.

"Submit Support Ticket" continues to open a card for you to submit support ticket requests.

     Leases

1. Lease List view has been rearranged and new fields added for improved efficiency - Be aware, full payoff field may be blank for about 24 hours post migration before calculations get updated and the field is populated.
2. New Payment Book Panel - shows the full payment book like it was before. 
3. Payment Info (on main panel) has taxes added and now has a color highlight on the first visible row to give you information at a glance:
   • Green indicates the account has no past due amount. 
   • Red indicates there is a past due amount greater than "0" and there are no open commitments to pay. 
   • Yellow indicates there is a past due amount greater than "0" and there IS an open commitment to pay.
4. Balance Due now includes monthly fees
5. New Lease Payment information in Settings -- CLIENTS MUST UPDATE THIS INFORMATION BEFORE 11/3/23. Go to Settings, Finance, to see Lease Payoff Portal. A record needs to exist for each lease type offered. This data needs to be updated by 11/3, but the calculations will not come into play until later.
6. New template for Lease Payment Receipt 

        Includes notification

        Includes ability to send either by Email or SMS

    Products

Improved User interface in Product Types

    Quotes

Option for no tax for manufacturers

    Reports

1. New Reports Layout Released! This new layout will require some setup and training for Admins w/ the ShedVerse Team IMMEDIATELY. Please reach out to Beth to schedule this as soon as possible.
2. New Layout means that ALL users can work of the same layout (No more Admin Reports vs Reports) 
3. New Report Preferences gives clients full control over which reports are accessible to which permission sets and how the reports are organized by category, and which categories show in which columns.

    Settings

Integrations - APIKeys now has a active/inactive toggle. For example, now, if you toggle SendGrid to inactive, it will stop sending emails systemwide.

    Templates

1. Updated templates to include Repo Response and Rep Request (Includes additional new default fields and data fields)
2. Notifications now pick up if active account
3. New Lease Welcome Letter Template available - Right now, it can be sent individually only, but will be automated in next release.

Fixes

    Coupons

    The % amount discount now allows for a decimal place (7.5% no longer rounds up to 8%, it stays 7.5%)

    Dealer Inventory List

    Request Repair (Repair Man icon) was missing from this list, he has been returned.

    Leases

Payoff amount now calculating properly

    Products

No Tax field on Purchase Options will now work correctly. This must be updated on all Product Types ASAP.

    Quotes

1. Containers for all the various pieces of a contract (payments images, contract, build diagrams, etc) broke after the last migration. These issues should all be resolved now.
2. Error on old products (pre 2022) when processing quotes or approving products where system was requiring a color, where one wasn’t needed, or vis-a-versa has been resolved.
3. Processing button should not be visible on the quote layout unless the user is a developer, or has been granted permission to process quotes in Employee Management (Preferences panel - Bottom right corner of Image 2). This button hide feature has been fixed AND the attached approve/deny scripts (Image 1) have an extra layer of protection and will now boot you out if you do not have the correct permissions.

Version 23.2