3/19/2025 v2025.04

New Release Notes every three weeks!

	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.
	Items with this label are features that may require adjustments to security or configuration and may have implications for your operations or current workflows. We recommend reading these and understanding the impact prior to updating.

Dynamic Minimum Payment in Consumer Portal:  Often, a rental store will want to collect a deposit or a percentage of the rental on a contract before the date of the event/use of the equipment. The ‘Deposits’ section on the ‘Drawers’ tab of Parameters can be set up to calculate what this should be. Previously, these values were prompted for the payment screen of the counter system. These were never mandatory collections, and the user could always zero out the field (and this still holds true in the counter system payment screen). An explanation of these fields can be found in the ‘System Parameter - Drawer Tab’ document. For example, if 25% of the total amount is due, 25 would be put in the ‘Percentage of Rent/Sale’ field. This will continue to prompt the counter person in the payment screen and pass that value over as the minimum amount that can be paid on a contract in the consumer portal. The consumer can pay anything between 25% and the full value of the contract, but no less. Flat deposit fees can also be collected this way, but will be taken as overpayments on the contract rather than into the deposit field. This can also be used with the Days to Pay in Full Field (see release note immediately below). The idea is to mimic the behavior a counterperson would see collecting payment in the payment screen and allow our users to collect deposits in the consumer portal.  There is also a setting in the Consumer Portal Admin Panel where you can select or customize the message you want to appear to your customer.  

Days To Pay in Full Field:  A new field has been added to the deposits section of the Drawer tab in parameters.   All of the settings in this section calculate a deposit value that is then prompted on the payment screen as a reminder to the counterperson. Nothing forces the counterperson to take this money, but it is a helpful prompt. If there is a numeric value in the to pay in full field, the deposit value will be prompted for in the payment screen until the days are surpassed, and then it will prompt for the full value due. For example, there is a $100 contract going out on 5/20/2025. In the deposit section, a 25% deposit is taken into the R/S field, and a value of 7 is entered in the days to pay in whole field. Every time a user comes to the payment screen, $25.00 will auto-populate in the r/s field to prompt the user to take that amount until 5/13/2025. Once it is within 7 days of the contract date, the user will be prompted to take the entire $100 due. If there is a delivery date, it will be validated off of that rather than the contract date. This setting will also be applied to payments made in the consumer portal. To learn more, see our article System Parameters - Drawer tab.

Time Clock in POR One: Your team can now record their Time Clock punches from POR One. When creating a punch, they can select their role and the store location if the user has more than one of either. They’ll also be able to see any punches made the calendar day of and the day prior. This syncs directly back with Elite. Missed punches updated in Elite will reflect in POR One. Users can use either Elite or POR One interchangeably to record punches. 

Build Version:  We are now including the build version in the application version space in the information panel on the right-hand side of Elite so that it is easier to confirm that hotfixes have been installed.

Parts Filter: POR One Work Orders Advanced users can now filter parts to the stores where they want to search. By default, the store will be the user's, but it can be set to another store or multiple stores if desired. 

Contract Line Items Sort: The line items displayed in POR One for a Contract will now be sorted to show the same order as they are in Elite. 

Xero API Accounting Integration:  Transaction mode - Payments made on a contract before invoicing will come to zero as overpayments that can then be applied against the invoice in Xero. For more information, please see the article Xero API Accounting Integration.

Pre-Check Call Logs:  Call logs from pre-checks will now state ‘Pre-check completed for’ as the first line for clarification from the Check Out task call logs. 

Storefront Configuration:  A new option to launch a unified storefront configuration has been added to the browser configurations in a new configurations section called ‘eCommerce’. Storefront is currently in beta, but contact sales or your CSM if you are interested in receiving updates.

Non-US Credit Card Pre-Authorizations: The way pre-auths were being captured did not support pre-authorizations for non-US credit cards. This has been tweaked so that pre-auth follow-ons for both terminal and onscreen transactions are supported for Stripe, and follow-ons for on-screen transactions are supported for MITC. For more information, please see the article Pre-Authorizations.

Memory Lane Monday

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

V2024.04

Negative Customer Rewards: Sometimes, after rewards have been calculated, you may need to make a change to a closed contract, which would result in a negative credit value to adjust the total. We noticed that when users went to apply rewards, these negative rewards were never wiped out. Going forward, negative rewards will be allocated and adjust the available positive-value rewards that can be applied against a contract. If the sum of all rewards is less than zero, then the rewards button will NOT appear.

Intacct Multi-currency Enhancement:  Users who do business across borders have to contend with the fact that exchange rates are constantly fluctuating. Sage Intacct handles this revaluation process if given all of the appropriate values from the original contract and its exchange rate at the time. We are now passing that information in the API for our Intacct users who are set to Transaction mode. To learn more about Transaction Mode, see our article Elite | Accounting Integrations and API Accounting Integration Transaction Method.