This app release was focused on fixing many inconsistencies and randomly occurring issues within the invoice module.  In addition, in the Command Center, the release provides more transparency and options for handling when an invoice is done, but still has a balance.

Complete & Paid, but Money Owed?

Internally we ran reports across the various companies on the software and we noticed that many companies, had many invoices, where the Invoice was Complete & Paid, but there was actually money owed.

In some cases, this was intentional.  The money was never going to be repaid.  In other cases, the companies were completely unaware that this happened.

So, to this end we introduced a couple of key concepts and reports to identify these situations.

There is now a new Invoice Status called "Complete & Write Off".  This status can be used when the amount is owed, but it will never be repaid.  By using this status, the Invoice Amount will not be included in any Revenue report in the software.  A new report to show this Complete & Write Off status along with the amount written off was created.

In addition, we have created a new setting whereby a company can prevent a person from accidentally setting the status to Complete & Paid if there is actually an Amount Owed.  Along with this, there is a new setting by which a company can control which value is displayed in the Customer Record, Invoice table.

Furthermore, for this issue and general accountability, we added a change log to the invoice to track key changes to the invoice between the Technician and Admin.  This log will populate going forward as we were not tracking history before.  In conjunction with this, we added the Last Changed Date and Changed By to the Invoice table for more transparency.

Lastly, we created a new Report to help identify any Invoices currently in a status of Complete & Paid, but have an Amount Owed balance.

Bugs Fixed

• Differences in rounding logic resulting in penny differences between invoice views
• Random Issue - Contactless Approval Time Out & no Company Notification Sent
• Random Issue - Invoice not showing on Customer Record but displaying in Invoice Search/Report
• Random Issue - Invoice not setting to Complete & Not Paid
• Random Issue - Not allowing more than 2 decimals on invoice payment amount
• Random Issue - Sales Tax Fixed Rate display
• Random Issue - Service Agreement calculation with multiple repair tasks on invoice
• Random Issue - $0 Diagnostic Fees and Sales Tax
• Duplicate Invoice Creation from Command Center
• Restricting overpayments on invoice
• Tool bar - Invoice search, clicking invoice now goes to the View Page
• Invoice display inconsistencies between Command Center and App when service agreements are on the invoice

Maintenance

• New Report - Complete and Money Owed
• New Setting - Allow Manual Override of Completion Status
• New Setting - If Invoice is Complete & Paid, but there is money owed, what should display?
• New Fields - Customer Record, Invoice Table - Added Last Updated and Updated By Columns
• New Logging - Invoice Changelog (Command Center & App)
• New Invoice Status - Complete & Write Off
• New Report - Complete - Write Off
• App - Edit Invoice - Update Diagnostic Fee - not to standard
• App - Edit Invoice - Update Diagnostic Fee - Add System - not to standard
• App - Edit Invoice - Sales - not to standard
• App - Confirmation Popups - not to standard