The “Increase” column now displays the grand total, not an average amount.
Developers:
CP, EW
Risk Level:
Small
How to Validate:
Manually test.
Revert/Rollback Process:
Restore previous version.
1
ES-1208
Invoiced/Billables Toggle Updated Logic
Environments:
All Clients
Functionality of the report settings selection in Settings > Accounting that controls the Invoiced/Billables toggle default selection within the Month End, Revenue Detail, and Revenue Summary Report.
Developers:
EW, WS
Risk Level:
Small
How to Validate:
Manually test.
Revert/Rollback Process:
Restore previous file.
1
ES-1296
Reminders Report
Environments:
All Clients
The modal prompt when triggering reminders does not require the Date to be selected since the present date automatically appears.
Developers:
EW, WS
Risk Level:
Small
How to Validate:
Manually test.
Revert/Rollback Process:
Restore previous version.
1
EVO-3404
Account Number Updated Logic
Environments:
ABC Austin Only
Correct the ability to generate a new customer account number when changing branches.
Developers:
BJ, EW, WS
Risk Level:
Small
How to Validate:
Manually test.
Revert/Rollback Process:
Restore previous version.
1
EVO-3418
Add “Update Auto-Charge” confirmation for Card on File
Environments:
ABC Only
Users will need to click the button for “Update Auto-Charge” to activate the a card on file as auto-charge.
Developers:
CP, EW
Risk Level:
Small
How to Validate:
Manually test.
Revert/Rollback Process:
Restore previous version.
1
STS-19951
Permission Profile Updated Logic
Environments:
All Clients
Allow access to the Price Increase module when a user is granted full access.
Developers:
BJ, EW
Risk Level:
Small
How to Validate:
Manually test.
Revert/Rollback Process:
Restore previous version.
1
STS-19994
Follow Up Reported Updated Logic
Environments:
All Clients
Correct the “Follow-Up Type” filter.
Developers:
CP, EW, WS
Risk Level:
Small
How to Validate:
Manually test.
Revert/Rollback Process:
Restore previous file.
1
STS-19998
Estimates Updated Logic
Environments:
All Clients
Accommodate for special characters submitted to the “Instructions” field of Estimates from third party integrations.
Developers:
EW, WS
Risk Level:
Small
How to Validate:
Manually test.
Revert/Rollback Process:
Restore previous file.
1
STS-20036
One Time Credit Card Payments Updated Logic
Environments:
ABC Only
Allow processing multiple one time payments from customer account level.
