Release Notes: May 10th, 2021

An update was released to all systems. Following are release notes related to new features, changes made to existing features and functionality, and fixes for previously reported issues. If you have questions, please contact our support department for assistance through our support site here or by emailing

Enhancements / Refinements

  • Customer Payments Report
    Added "Customer Portal" as an available choice for the "Entered By" filter allowing you to view payments entered via the Customer Portal.
    Found in the Reports Module > Customers/Receivables > Customer Payments Report

  • Time Clock Detail Report
    Added the "Activity" column to the report.
    Found in the Reports Module > Company/Financial Reports> Employee Time Clock Report

  • Work Order: Added a new option that when enabled will include the Product Summary information on the report.

General Fixes / Issues
The issues below were resolved in this release.   

  • Estimate Cancellation: Corrected an issue where custom estimate cancellation reasons were saving in lowercase. 
  • Work Orders: Resolved an issue where the "Freight" disposition was not working as expected.
  • Loyalty Loop: Adjusted some pop up messaging for the integration.