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10/11/2023 v2023.14
We are listening! Items with this label are a result of your suggestions in uInnovate. Please continue to share and support those ideas that help your business.
Minimizing ID/Password Prompts: We are continuing our work to minimize the number of times you have to enter your ID/password in nonshared user browser sessions.
Account Payments Pay Box Alignment: For an undisclosed period of time, the payment box would lose alignment after making a large number of payments on a certain account. The correct contract would still get the payment, but visually, it was a challenge. So we cleared one lucky developer’s busy schedule and put them on the case. This will no longer plague your accounting departments.
Suspense Days Grid: It was discovered that this grid was only displaying 18 contracts and if a customer had more than that, there was no way to see them. This has been corrected.
Accounts Receivable Dashboard Filter: In this dashboard, filters were being lost after an AR Note was added to a customer. How annoying. Never fear, from now on, your painstakingly applied filters will persist.
Purchase Order Suspense and Non-Rental Assets: The purchase order suspense accounts/reports will now include entries for non-rental assets received but not posted on purchase orders.
POR Global Payment App: Point of Rental is now offering it’s own global payment integration. The integration accommodates a variety of processors (CAYAN, Stripe, Peach Payments, etc.), giving our users greater flexibility on a global scale. Along with the standard credit card features you’ve come to expect in Point of Rental, the integration will also accommodate both independent and dependent credit card refunds (based on which processor is being used).
Opt Out CC Fee: Users that have our acquiring feature credit card processing now have the ability to opt out of charging a credit card fee. This is accomplished by unchecking a box on the payment screen. A security option ‘Credit Card Fee Exempt’ has been added under the Transactions area in security to control who has access to do this.
CC Alias: Users that have our acquiring feature credit card processing now have the ability to assign an alias to a credit card. This is done by navigating to the customer file, going to the history drop down and opening payment history. Right click on the credit card entry to reveal the option to add/clear the alias. This is also a column option that can be added to the payment history container in the browser view, although it can only be assigned through the core customer record. Once assigned, that alias will be visible on the credit card interface when retrieving a credit card to pay a transaction.
Level 2/Level 3 Processing: Users that have our acquiring feature credit card processing now have the ability to send additional information on credit card transactions that qualify them for a lower processing fee.
Browser Quick Buttons: To make accessing them more convenient, Quick Buttons have been moved into the left menu browser UI under Transactions. The set up/functionality has not changed. They are still store specific. The shortcut keys have slightly changed to be Shift+F5, rather than CNTRL.
Who Is In: This feature has been moved from the counter system and into the right menu of the browser. The person icon at the bottom of that menu will now open a panel that lists the operator and their contact information. Green indicates someone is currently clocked in, red means they are clocked out, and purple indicates they are off for the day.
Community Time Clock: There is a new time clock option under user tools. The security option titled ‘Community Time Clock’ must be enabled for it to be visible. When opened, the time clock opens with a user id box. Entering your user id, opens the time clock and allows you to clock in. Then, the id screen appears again allowing someone else to clock in. This is useful for terminals that are used mostly for clock in/out.
Item Options: To enable easier option assignment, selecting the header will now select all of its serialized items at the same time. Deselecting the header will also deselect all of the serialized.
Memory Lane Monday: This is a fun corner where we republish release notes from previous sprints you may have forgotten about.
Territory enhancements: Have you started making Territories yet? We have made a couple of tweaks to make the feature a bit more secure and user-friendly. First, we have made it a requirement to add a Sales Rep and at least one zip code to save a Territory. This change also makes it a requirement to have 'Update Territory' security to make changes to Sales Reps or zip codes. We also added a feature that allows you to remove a zip code from a Territory. Do you have ideas for how you can leverage the Territory feature to your benefit? HMU at uInnovate with your ideas!
Credit Security: Hey you. Yeah you. Remember that super secret way during implementation we showed you through the modify screen you could create a credit? Yeah well, some of you are terrible at keeping secrets. So we’ve added a security option in Counter System (JET) and Transactions (SQL) in the security table called ‘Modify Credit’ so you can control who can do this. Loose lips sink ships.
POR One: These are updates for Elite users utilizing the POR One app.
Image resize options When uploading images, you can now choose what file size to upload from the original image size. This will drastically cut down on the amount of data needed to upload an image.
Zero Quantity Item Filter - On Inventory searches, you can now opt to hide items that have zero quantity. People searching items, like yard or warehouse personnel, can choose to see only items with on hand quantity greater than zero. This search can be saved by users if it’s best for them to only see items with a stock quantity.
Header Record Details = When working with Contracts on POR One that have not been serialized a user can now view the details about the header by tapping on the Line Item. They’ll be navigated to a details page for the header items and can view things like other related Contracts of the Serialized items.