Essentials Release Notes v2023.5
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- E-sign enhancements
- Previously we required the customer to have a first and last name on the customer record for e-sign. That makes sense because a nameless person can't sign anything. But what if that 'customer' is a company with contacts? So let's say your company is MattG Enterprises, and your Contact is Kayla Hilton, now it will use the Contact as the first and last name.
- We had some scenarios where customers could fake out required e-signing of their contract by exiting on the e-sign document, then returning to the storefront and opening their existing reservation. We have closed the loophole and will still require them to sign if they exit and go back to the reservation.
- Workbench Day of Week Enhancement - We got a lot of feedback that it would be groovy if you could choose what day of the week that workbench can start on, instead of always showing the previous week starting on the last Sunday. So now you can do 'Yesterday, Today, Tomorrow, and all the days of the week'. Each user can set their own. Far out!
- Purchase Order Number - We already have PO# on transactions. Some of you use it as a PO#, and others put in there that it's for Jim Bob's Chili Cook Off. However you use it, we have added that field to several reports to help you search for transactions.
- Payments Received
- Edit Customer: Customer History - Transactions, Payments and Credit Notes
- Open Orders
- New Depreciation methods - Previously we had only 1 depreciation method, Straight Line. We have added some more
- Sum of years
- Mobile Device Visual Enhancements
- Customer search shows the customers the full width of screen
- Buttons have been redesigned to be more 'finger friendly' size
- Batch Statements - We found that the Last Statement Date was not displaying in the customer record when running statements. We corrected this.