05/20/2026 v2026.07

Release Notes

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.

Color-Coded Logistics Calendar for Delivery Capacity:
A new calendar interface allows users to assign a color coded status to specific days to indicate delivery capacity.  This new tab is located in the Max Delivery/Pickup configuration that is accessible from the Tools menu of the dispatch center or from within System Configurations.  Dispatchers can assign either yellow (Soft Hold) or red (No Availability) to a day depending on staffing, number of orders already in, etc.  Override security to allow a sales rep to book a delivery/pickup on a yellow or red day that is already used to override deliveries/pickups for a day will naturally be invoked if it has been set by an admin. Holidays are pulled from calendar maintenance and appear in purple.  No color indicates no restrictions on the day.  These colors are then displayed to the sales rep when a delivery/pickup is being scheduled in the contract to visually cue them for the status of the day.  This will be the default view for anyone on party code, but the details tab is still there to reference the more familiar view.  Anyone on a different rate code will continue to see the details as the default, but can also reference this calendar from its tab.

Print Attachments Works with Cloud Bridge and S3:
When you check Print Attachments, Elite now prints attachments with the contract whether files are stored via Cloud Bridge or in S3. If you leave it unchecked, only the contract prints. 

Products API: Supplier Array, IsBulk/IsSerialized, and Manufacturer Fields:
The Products API now supports IsBulk and IsSerialized flags, Manufacturer, and a structured Suppliers array (up to three suppliers with vendor and order numbers). Responses normalize empty values (for example, missing Manufacturer returns null) to simplify parsing. 

Elite: Special Rate Hierarchy Grid Uses Full Width:
The Special Rate Hierarchy grid in Elite now expands to fill the available width, removing unnecessary horizontal scrolling. 

Statements: Automatically Set Payment Due Date When Billed Date Is Set:
When you set the Billed Date on statements, Elite now calculates and sets the Payment Due Date field automatically. This helps ensure consistent payment timelines without manual edits.

Credit Cards: Removing from History Also Removes Matching Card on File:
Removing a credit card from a customer’s Payment History now also removes the matching stored card on file, so it no longer appears under Existing Card during checkout. This prevents accidental charges on a card you intended to retire.

Quotes: Dim and Lock Expiration Field When Days = 0:
If your Quote Expiration Days setting is 0, the quote expiration date on contracts is dimmed and locked. The system still sets the date behind the scenes to be the transaction date, preventing unexpected expirations from appearing on the contract.

eSign via SMS: Prepopulate Email and Send Customer a Copy by Default:
When you send an eSign link by SMS, we now prepopulate the customer’s email (if on file) and auto-check the option to email them a copy of the signed document. If no email exists, the box remains unchecked and you can enter any email to send a copy after signing. This restores parity with the email eSign flow.

Elite BI: Transactions View Adds Source Field:
The BI_CVW_Transactions view in Elite BI now includes a Source field that describes where a transaction originated. Use it to segment reports by channel or process without extra joins. Heads-up: Review and update any reports or ETL that depend on this view.

Elite BI: New TransEditSummary View for Contract Edits:
We added a new BI view, BI_CVW_TransEditSummary, to analyze contract edits across batches, stores, dates, operators, statuses, and payment types. It consolidates key amounts like Rent, Sale, Damage Waiver, Tax, Other, and Paid to speed audit and variance reviews. Heads-up: Add this view to your BI models to enable new edit-level reporting.

Elite BI: TransactionData View Adds Operator Created/Assigned:
The BI_CVW_TransactionData view now includes Operator Created, Operator Assigned, and related operator context, making it easier to attribute activity. Additional cleanups maintain consistent date and status fields for Power BI. Heads-up: Update downstream models and visuals that reference this view to pick up the new fields.

Elite: Show 'Quote Valid Through' on Contract Formats:
Contract formats in Elite can now display a Quote Valid Through date using the transaction’s quote expiration field. The section hides automatically when the quote expiration days configuration is set to 0.

Elite: Contract Parameters for Quote Expiration and Payment Due Date:
Elite now supports contract parameters for quote expiration and payment due dates, including a configurable Quote Expire Days setting and header fields for Quote Expire Date and Payment Due Date. Updated contract messaging reflects these values for clearer customer communication. Heads-up: Configure the new parameters and review role access for maintaining contract settings; this may require role/permission updates.

Item Availability: Text a QuikLink from Contract List:
From Item Availability, you can right-click a contract in the list and choose Print to send a Text QuikLink with key details prefilled. This helps you quickly share contract links by SMS without retyping information.

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

Consumer Portal—Pay Multiple Contracts in a Single Transaction: From the Contract List page, a Pay Multiple Contracts button is now available. This allows users to pay multiple contracts and/or credits in a single transaction. Contracts are automatically filtered to show only closed transactions. Up to 50 can be selected to pay at one time, and credits can never exceed their value, so that consumers cannot try to refund themselves. For more information, please see our article, eCommerce | Consumer Portal Overview to learn more.

ACH for Consumer Portal: ACH for consumer portal is now available through Stripe for users that are also integrated with POR pay credit card processing.  This feature allows consumers the choice of paying contracts on the portal with their bank routing information instead of a credit card. If you are interested, please reach out to sales to get the ball rolling. To learn more about Stripe and it's setup, see our articleConfiguring Stripe Payments in Elite (US ONLY).