6/11/2025 v2025.08

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.

Storefront Suggested Item Pricing: Now Working Like a Charm!:
We've rolled out improvements to how we handle pricing for suggested items! This ensures that when you're looking at items recommended to go together (like a machine and its necessary attachment), you see the correct pricing, including any special rates that apply when they're rented together. It's all about ensuring you have the right information to build the perfect rental package.

Stripe Payout Reconciliation Magic at End of Day!:
Stripe users, we've heard you! Reconciling Stripe payouts can be tricky because fees are deducted before the money hits your bank. We've implemented a new feature that retrieves your Stripe payout details daily via an API. At the End of Day close, the system will now automatically create journal entries that account for the fees Stripe charged, moving the funds from a temporary "in transit" account to your bank account GL. This ensures your accounting records in the system match the net amount deposited by Stripe, making bank reconciliation much simpler and less manual. This will work for Stripe and any potential processor that deducts their fees before depositing the money to your account.

Desired Deposit Logic Applied To Consumer Portal Payments:
Ever set a desired deposit for a transaction, expecting your customer to pay that amount, only for the payment boundary calculations to do their own thing? Well, we've wrangled those numbers! If you've specified a desired deposit amount, our system will use that value when calculating the minimum and maximum payment boundaries for consumer portal payments. This ensures the payment options presented to your customer align with your desired deposit amount, making life easier for everyone involved. To learn more, see the article Desired Deposit.

Unverified Transactions and Storefront Transactions:
For our inside sales reps, we've added a new system view to the Contract Search called 'Unverified Transactions'. This view is specifically designed to gather up all those quotes created outside of Elite, like through your Storefront, that haven't been verified yet. Now you can quickly spot them, follow up with the customer, and turn those quotes into confirmed business! It's like having a dedicated inbox for leads that need your magic touch. This will not apply to quotes imported through a Rental Hosting storefront, as those already require a user to interact with them to import into the system. To learn more about unverified transactions, see the article Unverified Transactions.

Clearing That 'Unverified' Flag:
To help keep your list of 'Unverified Transactions' clean and accurate, we've added a friendly prompt! Now, when a counter user saves a transaction previously marked as 'Unverified' (perhaps it came in from your Storefront), the system will ask, "This transaction is marked as Unverified. Has it been verified?" You can simply click 'Yes' to clear the flag and remove it from the unverified list, or 'No' to keep it marked for later review. This little nudge helps ensure confirmed transactions don't linger in that special view.  To learn more about unverified transactions, see the article Unverified Transactions.

Web Payment Notifications Just Got Smarter!:
Managing web payments across multiple stores can feel like juggling flaming chainsaws, right? To help you quickly figure out which payment needs your attention, we've added more helpful info to your web payment notifications. System notifications will now include the Store Number, Store Name, Customer Number, and Customer Name. For customer notifications, we've added the Store Number, Store Name, Customer Number, and a list of applicable contracts. This means you can get a clearer picture of who paid and where, right in your inbox, saving you precious time and maybe a few singed eyebrows.

Search Smarter, Not Harder: Find Products Using Aliases In Storefront!:
Ever searched for a "loader" when the system calls it a "mini skid steer"? Now you can! We've added support for product aliases in our search function. This means you can use common names, nicknames, or even internal codes that your rental store uses, and our search will help you find the right gear faster. It's like having a secret handshake with the search bar! This improvement helps bridge the gap between how you might refer to an item and its official name in the catalog, making finding what you need a breeze.

"Customers by Sales Rep" Report: Sales Rep Filter is Back!:
The "Customers by Sales Rep Report" was playing hide-and-seek with the salesperson filter prompt. We've brought it back! Now, you can once again easily filter this report to see customer lists for specific sales representatives, just like you could before. No more wading through the whole list when you only need info for one rep!

Storefront Checkout's Getting a Makeover: Say Hello to the New Header!:
We've added a spiffy new header to the checkout page! Just like the one on your cart page, it includes your store's logo and a handy 'Continue Shopping' link. This little touch makes the checkout process feel more polished and consistent with the rest of your experience, and it gives you an easy way to pop back and grab that one last thing you almost forgot. 

Consumer Portal Verification Emails Just Got a Makeover!:
We've added a touch of professionalism to your verification code emails! To help you feel more confident that the emails you receive from us are legitimate, we'll now include your rental store's logo (or store name if no logo is available) at the top. No more guessing if that verification email is the real deal!

Tidy Up Your 'My Rentals' View in Consumer Portal:
We've decluttered the 'My Rentals' page for Elite users! Items related to 'credit contracts' that sometimes appeared as duplicates (the ones with a quantity less than zero) are now filtered out. This means you'll only see the current relevant items, giving you a cleaner and more focused view.

More Invoice Details at Your Fingertips in Consumer Portal:
We've added more useful information to your invoices! You can now see the due date directly on the invoice details. For our Elite customers, we've also included additional fields like Customer PO number, Customer Job Number, and Customer Job Name. This gives you extra details for tracking and managing your payments.

Making Consumer Portal Error Messages More Helpful:
Behind the scenes, our team is working hard to ensure that if something doesn't go quite right, you get an error message that makes sense! We're reviewing and improving all our potential error messages to be more consumer-friendly and helpful, guiding you better if you hit a snag.

Memory Lane Monday

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

These notes are from 2024.08. 

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.