Highlights
Plan jobs on a monthly calendar: Dispatch now has a monthly calendar view where you can schedule jobs with drag and drop.
More accurate overtime and payroll: Overtime now counts manual hours and special pricing overtime rules correctly, and payroll and OCIP reports include on-site hours from cancelled jobs where needed.
More dependable invoicing: Invoice export, saving, printing, and emailing are more reliable, and invoice line items and invoice numbers are better protected from being removed or cleared by mistake.
Faster, steadier performance: The ERP login window opens faster, Ledger Summary loads without timing out, and slower areas of the application have been sped up.
Safer integrations: An older unsecured login path was removed from the ERP Web API, and third-party credential lookup and login are now safer.
New features
- Added a monthly calendar view with drag-and-drop scheduling in Dispatch.
Improvements
- Timeline show-up and leave times now update automatically when the job time changes.
- Operators can now be removed from a job without opening the full job record.
- Clocking log changes now keep a clearer history of previous values.
- Customer grid changes now save more reliably.
- Added arrived and left times as selectable columns in the Dispatch grid.
- Payroll and OCIP reports now include on-site hours from cancelled jobs where needed.
- Closing a processed invoice no longer shows an unnecessary “unsaved changes” prompt.
- Report group information is now available through the API.
- Clocking information can now be shown in Invoice Information.
- Job ticket comments are now available through the API.
- Important system line items are now better protected from accidental changes.
Bug fixes
- Invoicing and accounting: Improved invoice export, saving, printing, and emailing, including duplicate export attempts, payment terms, line items, invoice numbers, and invoice email history. Also fixed credit memo cleanup, bulk statement printing, sales quote errors, and payment setup values.
- Overtime, payroll, and time review: Overtime now calculates correctly with manual hours and special pricing rules. Time Card Central shows closed shifts correctly, and operator late text alerts are sent more reliably.
- Dispatch and jobs: Fixed issues with checklists on repeat jobs, credit limit alerts, jobsite lists, job history, dispatch refresh, and jobs added from the timeline. Also fixed a crash in Add/Edit Job.
- Reports and performance: Fixed overlapping report runs and inaccurate Debit and Credit Adjustment reports. Ledger Summary, ERP login, and slower screens now load faster and more reliably, and several errors and confusing messages were removed.
- Security and integrations: Removed an older unsecured login path from the ERP Web API. Improved login authorization, third-party credential lookup, and webhook logging.
Installer certificate: expected behavior
The ERP installer certificate has been renewed. During an automatic update or installation, Windows may still show a security confirmation message.
This message is expected. It does not block the ERP installation or automatic update.
You can continue with the installer when the publisher and application details look correct. No extra action is required after the update finishes.
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