03/27/2024 v2024.05

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.

  We recommend reading these and understanding the impact before updating. These features may require adjustments to security or configuration and may have implications for your operations or current workflows. 

QuikLinks:  To ease the transition into consumer portal use, all emails with a contract number associated with them will include a link to view the contract in the Consumer Portal.  Currently, this is one way for your customers view contract details (they can also reference the PDF in the email), but as you set up/customize your consumer portal, the capabilities here for your consumers will expand to include things like eSign and payments. For more information on the Consumer Portal, see our article, eCommerce | Consumer Portal Overview.

JCB Livelink: JCB Livelink changed a token URL in their setup, which caused a conflict with the AEMP integration. This has been updated.

Footer Message Printout Field:  A new printout field has been added so that any desired information, such as bank information, can be printed in the footer.  This feature is only applicable to contracts. This setting can be found in Printout Fields in System Configurations. To learn about Printout fields, see our article Print Out Fields.

Customer Balance Included Statuses: The Customer Balance Included Statuses setting allows you to customize how you calculate balances based on customer statuses. We've added three new options: Open, Open & Reservation, and None (External Balance Only). For more information on this setting, see our article System Parameters | Accounting tab.

Include External Receivable Balance: If you also maintain an external receivable balance in a third-party program, this feature is for you! We have enhanced this feature to calculate customer balances and check customer credit limits when writing a contract. To use this, you must use the Point of Rental API with endpoints and feed the external balance value into the database. It cannot be manually populated. To learn more about this setting, see our article System Parameters | Accounting tab.

Newly Added to Language Translations:  The phrase ‘Invoice Due’ and a 24-hour time format have been added as options in Language translations. You can get here by going to Gear icon > App Configurations > System Configuration. 

Intacct Users and Purchase Order Taxes: Intacct users using Transaction Mode Export now have three new configuration options in the Accounting tab of Parameters: ‘Allow PO Line Item Tax,’ ‘Split PO Line Item Tax,’ and ‘Use Intacct AP Bill.’  Users not utilizing the Intacct API accounting integration will have these options grayed out.  ‘PO Line Item Tax’ allows the user to set up a tax table that can be applied on a purchase order or purchase order line item basis. The tax details can be passed back into Intacct for reporting purposes.  ‘Split PO Line Item Tax’ allows the user to further split the line item tax by jurisdiction, which is set up on the tax table itself.  ‘Use Intacct AP Bill’ will export purchase orders to Intacct as AP Bills rather than Purchase Orders.  For setup details, see our article Elite | Sage Intacct Accounting Integration.

Kit Availability: An availability column has been added to the kit screen. This is useful when adding suggested items to a contract, as it allows you to know what is available before selecting it rather than waiting for the overbook prompt. Read more about this in our article, Package Items.

POR One

These are updates for Elite users utilizing the POR One app.

Tasks Select Multi-Serialized Items - When there is a Header quantity greater than one on a Contract going out, the tasks will now allow you to select a serialized item for all on that line item! Previously, tasks like Delivery or Customer Pickup required that the line items all have just a single quantity. In POR One, the users will have the option to select multiple serialized items and conduct condition checks for each individual item. 

Fix: Image Uploads - The queue and image upload process has been completely updated to ensure faster and more successful image uploads.   

Memory Lane Monday

This is a fun corner where we republish release notes from previous sprints you may have forgotten about.

uDynamic Sales Items: Users can now utilize the item record type of Rental-Dynamic Quantity for sales items. Simply add sales items only to the package items, and the item will calculate the quantity of the package based on the sales item quantities.

uSubrental and Non-Inventory Liabilities: You rather liked it when we added the ability to track received inventory value from purchase orders that hadn’t been posted yet. We have now added account fields for subrental liability and other purchase order liability accounts in account numbers. When a subrental purchase order or a purchase order with non-inventory items are closed, entries are made into these accounts and then reversed when the respective purchase orders are posted. This gives users visibility to pending expenses