05/29/2024 v2024.08

 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 prior to updating.  These features may require adjustments to security or configuration and may have implications for your operations or current workflows.

New Esign Link Flow:  For Elite users of eSign, clicking the eSign link will now bring you to the Consumer Portal. Once you're taken to the Consumer Portal, the eSign link will be available in the top right area and will take you to the eSign page you're used to. For those who take web payments through the Consumer Portal, this link will facilitate both payment and eSign of the contract.  This is an improvement to the old flow, so your customers don't have to navigate to two separate links from an email in order to sign and pay.  This change will happen naturally for any users set up for eSign and does not require a change to be made to any templates. See our articles Esign and eCommerce | Consumer Portal Overview for more information. 

Invoices Endpoint: If you're using our API, you can now retrieve invoices generated through the Print/Fax/Email Invoice Program from the S3 repository and import them into a third-party program such as BillTrust. The invoices can be generated either by manually running the program or having it set to run automatically at End of Day.

Transaction Mode API Accounting Contract Migration:  We have incorporated new functionality and, as a result, a new restriction on users switching to Transaction Mode in their API Accounting package export screen. In the past, when users switched to Transaction Mode, they would still have old closed contracts in their POR system that did not exist in their accounting package. These were cumbersome to manage. Now, when Transaction Mode is selected, all existing closed contracts with amounts owing and credits will be pushed into a queue so that they are created in the accounting package. Once started, a form will display that shows how many contracts are to be exported and track the progress until it is completed.  A Transaction Edit will also be written to each contract to reference when this occurred. Due to this change, any user wishing to switch to Transaction Mode or away from Transaction Mode must do so after an End of Day is completed and must contact Support for an admin password to initiate the process. We strongly recommend that you reach out to Support before deciding to do this to ensure this is what is desired and schedule a time to initiate the process.
For more information on this, see our article Invoices.
To learn about Transaction Mode, see our article Elite | Accounting Integrations. 

Current Store Column: The contract processing screen now has a column option that displays the current store of the item. This information comes from the item record. The column is useful if you do many on-the-fly transfers of serialized equipment or use external transport orders, and have contracts with items that come from different locations.

Availability Delay Contracts and Item Status:  A status of ‘Delayed’ has been added to the potential statuses an item can be assigned in the status hierarchy that appears on the item record, Item Availability screen, and inventory selection.  It accounts for an item being on an Availability Delay contract.