Enhancements:

• AG-2612 Contract status should not be "Active" until it is "accepted" and the contract date is in the range of the active contract.
  The contract will now remain in "Open" status until it is formally accepted and the active date is within the specified range. This ensures clarity and prevents premature activation.
• AG-2613 Add the ability to delete a location from the contract.
  Users can now remove specific locations directly from a contract, giving more control and flexibility in managing contract details.
• AG-2614 Contracts: Add the ability to add a system to ALL locations from the main contract page. 
  A new feature allows users to add a system to every location linked to a contract from the main page, saving time and effort.
• AG-2615 Add ability to generate and approve a contract’s invoice.
  Contracts now include the option to generate and approve invoices using a process similar to standard invoice workflows.
• AG-2616 Remove/Hide "PDF Products" button for now.
  The "PDF Products" button has been temporarily removed to reduce confusion and streamline the user interface.
• AG-2617 Contracts PDF Preview & Email Preview changes.
  Improvements have been made to the PDF and email preview features for contracts to enhance readability and ensure accurate representations.
• AG-2618 When displaying a Contract Product on an Invoice, for Cost, calculate the cost from Orders.
  Contract product costs on invoices will now be calculated directly from related orders, improving accuracy in financial reporting.
• AG-2619 Invoice - display correct profitability chart for Contract Invoices.
  The profitability chart on invoices generated from contracts has been updated to show accurate and relevant data.
• AG-2620 Contract Invoice PDF - For Reference No, display all the reference numbers from every related Order.
  The "Reference No" field on contract invoice PDFs now includes all associated reference numbers from related orders.
• AG-2624 Invoice - If invoice is generated from Contract, should not ask if you want to close ws order.
  When generating an invoice from a contract, users will no longer be prompted about closing the associated work order, ensuring a smoother process.
• AG-2626 Contracts: Product Categories and Systems change.
  Updates have been made to how product categories and systems are managed in contracts, offering more detailed options for configuration.

Enhancements:

• AG-2577 Contract Invoice: Add the ability to create contract invoices
  Now you can create contract invoices directly, simplifying the process of managing contracts and associated billing.
• AG-2598 Contract - Invoices Tab
  A dedicated "Invoices" tab has been added to contracts, providing an organized view of all related invoices for easier tracking.
• AG-2599 Invoice - create contract invoice
  This feature enables users to generate invoices specifically for contracts, offering a focused solution for contract-related billing.
• AG-2600 Recurring Invoice - create recurring invoice for contract
  Added support for creating recurring invoices for contracts, ensuring seamless billing for ongoing services or agreements.
• AG-2601 Contract - create recurring invoices tab
  A new "Recurring Invoices" tab is now available within contracts, making it easier to view and manage recurring invoice schedules.
• AG-2610 Contract Invoice - ability to generate invoice products from original contract
  You can now generate invoice products directly from the original contract, saving time and maintaining accuracy in billing details.

Enhancements:

• AG-2603 Service Orders - Contracts: Add the ability to manually add service orders to a contract - from the SO page
  Now you can manually link specific service orders to a contract directly from the Service Order page. This allows for more precise management of related tasks within contracts.
• AG-2604 Systems: Display systems differently
  The presentation of systems has been updated for improved visibility and organization. This change helps in quickly identifying key system details.
• AG-2605 Contract: Separate cover page similar to estimates
  Contracts now include a separate, dedicated cover page. This provides a clean and professional introduction, similar to what is used in estimates.
• AG-2606 Contract Templates: Add the ability to add locations name and addresses - to the contract - see attachment
  You can now include location names and addresses in your contract templates. This ensures all relevant details are clearly presented in the contract document.
• AG-2607 Contracts: Add the ability to add Systems to the contract PDF
  Systems associated with a contract can now be included in the contract PDF. This enhancement makes it easier to share complete and accurate information.
• AG-2608 Contracts: Add the ability to display contract products on the PDF - similar layout to an estimate or invoice
  Contract PDFs now showcase contract products using a layout similar to estimates and invoices. This ensures consistency and clarity in documentation.
• AG-2609 Contracts: Add + sign for adding templates to the contract PDF - change the PDF symbol to the same PDF button at the top
  A “+ Add Template” button has been introduced for adding templates to the contract PDF. Additionally, the PDF icon has been replaced with a consistent PDF button located at the top of the page.

Enhancements:

• AG-2602 Change Orders: Changes
  Improved the way change orders are displayed and managed, making the process easier to follow and use. This update ensures better clarity and consistency when handling order modifications.

Enhancements:

• AG-2595 Change Recurring Invoice Page to new design
  The Recurring Invoice Page has been updated with a new design that improves the layout and functionality. This update makes it easier to understand and use the page for creating and managing recurring invoices.

Enhancements:

• AG-2571 Tax Code Assignments - Add ability to override tax code rules
  Added the option to manually adjust tax code rules, allowing for greater flexibility when managing tax assignments.
• AG-2572 Contract Agreement Template - new type "Cover"
  Introduced a "Cover" template that can be used as a cover page for PDFs containing contract agreements.
• AG-2573 Contract Agreement - pdf page
  Improved the display and functionality of contract agreements when generating or viewing PDF versions.
• AG-2575 Contract Buttons: Add actions buttons (Like Estimates)
  New action buttons have been added to the contract interface, making it easier to perform contract-related tasks similar to those in the Estimates section.
• AG-2576 Add "Systems" to the main organization
  Included a "Systems" section in the main organization view to improve navigation and organization.
• AG-2579 Make contract column items selectable in the contract tab on the customer page
  Enabled the selection of individual contract items within the contract tab on customer pages for more efficient management.
• AG-2580 Customer Page - Contract tab: Add the ability to create contracts from this tab
  Users can now create new contracts directly from the contract tab on the customer page.
• AG-2581 Add Permission - contract agreement template edit
  Introduced a new permission that allows designated users to edit contract agreement templates.
• AG-2582 Contract Email Page - create page
  Developed a dedicated page for sending and managing contract-related emails.
• AG-2583 Contract - possibility to void contract
  Added the ability to void contracts, providing more control over contract status.
• AG-2586 Contract - manually accept contracts
  Users now have the option to manually accept contracts for situations requiring direct approval.
• AG-2588 Contract - ability to delete contract
  Implemented the ability to delete contracts, giving users more control over contract lifecycle management.

Enhancements:

• AG-2560 Resource Request - Gate Keeper should have access to change to any status
  Gatekeepers now have the flexibility to update resource request statuses without restrictions. This improvement simplifies workflows by giving them full control over request progress.
• AG-2561 Resource Requests - Display approved on and approved by in the table
  The resource requests table now includes new columns to show the date of approval and the name of the approver, enhancing visibility into the approval process.
• AG-2562 Create Location - Have possibility to add or delete systems from contract location page
  Users can now directly add or remove systems within the contract location page, making it easier to manage system information for each contract location.
• AG-2563 Customer List Page: Add columns "Default Labor Rate"
  A new column for "Default Labor Rate" has been added to the customer list page, providing quick access to essential customer-specific labor rate details.
• AG-2564 PO Page - Ship To dropdown: If a PO is associated with a WO/SO add the location address (along with the customer/location name) as an option to select
  The "Ship To" dropdown on the PO page now includes location addresses associated with Work Orders (WO) or Sales Orders (SO), streamlining shipping address selection.
• AG-2566 Contracts: Add the ability to expand or collapse the Main Contract Product - location products will be collapsed
  Users can now expand or collapse the main contract product, while all location-specific products will remain collapsed by default for a cleaner and more organized view.
• AG-2567 Contracts: Add the ability delete the "Main" contract product - give popup warning "If you delete this contract product, it will remove the product from all locations, are you sure you want to continue?"
  Users can delete the main contract product, but a warning popup ensures they are aware that removing it will delete the product across all associated locations.
• AG-2568 Contract Products: Main product quantity adjustement updates
  Adjusting quantity would have new mechanism
• AG-2569 Change to column wording to "View Contract Location Page" see attachments
  The column wording has been updated to "View Contract Location Page" for better alignment with its purpose, providing clear navigation to the relevant page.

Enhancements:

AG-2556: Add Contract Creation from Customer Page
You can now create contracts directly from the Customer page. This makes it easier to set up agreements without leaving the customer profile.

AG-2558: Allow Certificate Upload for Resource Requests
Users can now upload certificates when making resource requests. This feature ensures that required documents are attached, making the process smoother and reducing the chance of missing files. It’s especially helpful for compliance and verification purposes.

Enhancements:

• AG-2554 Resource Management: Changes
  Updated Resource Management to be easier to use and better organized. These adjustments are designed to simplify workflows and improve efficiency. 

• AG-2557 Resource Management: Add expiration date
  Added an expiration date feature to Resource Management. Gate keepers can now set expiration dates on resources, helping keep track of renewals and prevent using expired account access.

• AG-2559 Resource Request: Made it impossible to delete resource request that are completed or have credentials
  Improved Resource Request by adding deletion restrictions. Requests that are completed or have credentials or certificates attached can no longer be deleted, ensuring data stays safe and accessible.

Enhancements:

• AG-2552 Contract Location - Create Another Page for Contract Location to View Products and Systems
  A new page has been added to make it easier to find specific contract locations. On this page, users can see both the products and systems related to each location. This feature provides a more organized view, helping users quickly access contract location details.

• AG-2553 Contracts: Add Ability to Select All Locations or Add Selected
  Made it simpler to manage multiple locations by adding an option to select all available locations or choose specific ones. This update enhances flexibility, allowing users to more easily apply actions to multiple locations at once.

• AG-2555 Resource Management: Display Approval Details in My Resources
  In the "My Resources" section, users can now view who approved each resource and when the approval was made. This addition improves transparency and helps users keep track of important authorization details related to their resources.

Enhancements:

• AG-2534 Contract: Create new contract wizard - 3 windows/popups 
  A comprehensive new contract wizard has been added, offering a user-friendly, step-by-step process to create contracts. This wizard includes three distinct pop-up windows that guide users through each section of the contract creation process. It provides intuitive navigation and clarity, ensuring users complete all required fields for accurate contract creation.
• AG-2541 Contract - Create Contract Systems Tab
  A new "Systems" tab has been introduced within the contract module, offering users a consolidated view of all systems associated with a particular contract. This enhancement enables easier access and management of systems data, making contract interactions more efficient and organized.
• AG-2543 Contract - Create Contract Log Tab
  The "Log" tab has been added to the contract module to provide a detailed record of all actions and updates related to a contract. Users can now review logs for improved transparency, allowing them to track changes and ensure accountability throughout the contract lifecycle.
• AG-2548 Contract Systems: Add ability to edit system names and delete
  Within the Systems tab, users now have the flexibility to edit system names and delete entries as needed. This functionality allows for better control over system records, ensuring that data remains accurate and up-to-date across all contracts.

Enhancements:

• AG-2551 Contract Products - Add Locations Field
  This update adds a new "Locations" field to the contract products section. It displays all the locations listed in the contract tab. Users can expand each row to view detailed information for every location. Additionally, the quantities for each location can now be adjusted individually, offering more flexibility in managing contract details.

Enhancements:

• AG-2536 Contract - Create General Info Card
  Introduces the General Info Card within contracts, providing a consolidated view of core contract details for easier reference. This card organizes essential information in a visually clear layout, allowing agents to quickly grasp contract specifics.
• AG-2537 Contract - Create Internal Comments Card
  Adds an Internal Comments Card, enabling team members to exchange private notes on contracts. This feature fosters internal collaboration while keeping communications discreet from clients, thus supporting streamlined workflows.
• AG-2538 Contract - Create Contract Products Card (Editable)
  Implements an editable Contract Products Card, allowing users to add, update, and manage products linked to a contract. This feature ensures that contract product details can be maintained accurately and promptly by the agent.
• AG-2539 Contract - Create Contract Products Card (Read Only)
  Complements the editable products card by providing a read-only version, ideal for users needing to review contract products without making changes. This addition enhances clarity and reduces accidental edits by non-editing users.
• AG-2540 Contract - Create Contract Locations Tab
  Introduces a dedicated Contract Locations Tab, enabling agents to specify and view contract-relevant locations in an organized manner. This tab improves location management and enhances clarity in tracking contract-specific sites.
• AG-2544 Contract - Create Contract Overview Panel
  Adds a high-level Contract Overview Panel for an at-a-glance summary of essential contract elements. This panel provides users with a comprehensive, single-screen summary, streamlining access to important information.
• AG-2545 Contract - Create Contracts List Page
  Launches a centralized Contracts List Page, displaying all active contracts for improved accessibility. This page supports quick search, filter, and access capabilities, enhancing overall user navigation and management efficiency.

Enhancements:

• AG-2527 Contracts: Add section in settings "Service Contract Settings"
  A new "Service Contract Settings" section has been introduced in the application settings. This allows users to manage various configurations specific to service contracts, consolidating all related settings in one accessible place.
• AG-2528 Contract Types tab: Add the ability to add, edit and delete Contract Types
  Users can now fully manage contract types within the Contract Types tab. This includes adding new contract types, editing existing ones, and deleting those that are no longer needed, providing greater flexibility in customizing contract categorization.
• AG-2529 Products: Add NEW product Type - "Contract Product"
  A new product type, "Contract Product," has been added to the Products section. This enables users to distinguish products specifically associated with contracts, streamlining the process of contract-based product tracking.
• AG-2530 Contract Systems tab: Add the ability to add Contract Systems and Sub-Systems in Contract Settings
  The Contract Systems tab now includes functionality to add Contract Systems and Sub-Systems. This enhancement allows for detailed structuring within contract settings, improving organization and tracking of contract components.

Enhancements:

• AG-2523 General Invoice Report: Add generate from web, PDF, and Excel
  Introduced the capability to generate the General Invoice Report directly from the web interface, with options for PDF and Excel formats. This enhancement provides more flexibility and improved accessibility for report generation, allowing users to work within their preferred format.
• AG-2524 Time Log Reports by Customer / Department / Location: Add Generate from web
  Added a web-based report generation feature for Time Log Reports categorized by Customer, Department, and Location. This enables easier access and streamlined reporting across these categories directly from the web interface.
• AG-2525 Time Log Reports Approved Time Logs & Reimbursable Expenses: Add generate, web, excel
  Enhanced the Approved Time Logs and Reimbursable Expenses report with new options to generate the report from the web interface, and output in Excel format. This addition supports faster data access and better compatibility for analysis outside the platform.
• AG-2526 Time Log Reports Unapproved Time Logs and Unapproved Reimbursable Expenses: Add Generate, PDF, and Excel
  Updated the Unapproved Time Logs and Reimbursable Expenses reports, allowing users to generate these reports from the web with PDF and Excel download options. This improvement enables more versatile reporting for pending approvals, enhancing data management and accessibility.

Enhancements:

• AG-1574 New procedure for sending emails
  A new, streamlined process for sending emails has been implemented, improving communication efficiency. This update ensures more reliable and consistent delivery, enhancing user experience across all email-related workflows.
• AG-1806 When creating/activating new users, check if the organization has enough licenses
  This feature checks an organization's available licenses before allowing the creation or activation of new users, preventing over-allocation and improving user management control.
• AG-2009 Failed Emails page should have pagination
  Pagination has been introduced to the Failed Emails page, making it easier to navigate through large volumes of email records. This improves the usability of the interface by reducing load times and allowing users to find specific entries quickly.
• AG-2010 Create possibility to configure Mailgun manually (for failed emails)
  Users can now manually configure Mailgun settings for managing failed emails. This enhancement gives administrators greater flexibility and control over their email configuration, aiding in better troubleshooting and resolution.
• AG-2168 Work/Service Order - Always see Customer and Location in breadcrumb
  The Work/Service Order interface has been improved to always display the customer and location in the breadcrumb trail. This ensures users have a clear context of where they are in the system, reducing confusion and improving workflow efficiency.
• AG-2537 Commission Report: Add "Generate" from web
  A new option has been added to generate Commission Reports directly from the web interface, simplifying the process for users and eliminating the need for external tools or workarounds.
• AG-2538 Report - Sales by Customer/Location: Add Excel download
  A new feature allows users to download Sales by Customer/Location reports directly in Excel format, making it easier to analyze data and create custom reports outside the system.

Enhancements:

• AG-2519 Create Report: Sales By Customers
  A new report has been added that provides detailed sales information by customer. This report allows users to easily track and analyze customer purchasing behavior for better insights and decision-making.
• AG-2527 Location List Page: Add Search Bar
  A search bar has been added to the Location list page. Users can now quickly find specific locations by typing in relevant keywords, significantly improving navigation and efficiency.
• AG-2531 Invoice: Enlarge Accounting Card so that You Don't Have to Scroll to See All the Info
  The accounting card on the invoice page has been enlarged to ensure that all critical information is visible without needing to scroll. This improves the user experience by making financial details more accessible.
• AG-2532 Purchase Orders List Page: Add Pricing Confirmation Status Filter
  A new filter has been added to the Purchase Orders list page to allow users to sort by pricing confirmation status. This feature helps streamline purchase order management and improves the review process.
• AG-2533 Customer Portal Page: Add "Price Book" Button on Main Customer Page if They Have Access
  The customer portal now includes a "Price Book" button on the main customer page for customers with the appropriate access. This addition provides a more intuitive interface for users who need to view product pricing information.

Enhancements:

• AG-2498 Add Tax Report: "Sales Tax Return Report"
  A new "Sales Tax Return Report" has been introduced, allowing users to generate comprehensive reports for sales tax returns. This report simplifies tax tracking and filing, making it easier for businesses to manage tax-related activities.
• AG-2506 Permission Groups: Add the ability to duplicate permission groups and rename
  Permission groups can now be duplicated and renamed, significantly improving user experience by allowing quick configuration of permission settings for different roles. This feature enhances flexibility in managing user access across various roles.
• AG-2518 Customer and Location Page - Associative Purchase Orders Tab: Add search bar
  A search bar has been added to the Associative Purchase Orders Tab on the Customer and Location Page. This helps users find specific purchase orders more efficiently, improving navigation and data retrieval.
• AG-2523 Vendor Page - PO Tab: Make Order and Customer fields clickable and opened in a new tab
  In the Vendor Page, the Order and Customer fields within the PO Tab are now clickable and open in new tabs. This allows users to quickly view related details without losing their current place, streamlining multitasking.
• AG-2524 Project Page: Change "Lead Technician" label to "Project Manager"
  The "Lead Technician" label has been changed to "Project Manager" on the Project Page. This better aligns with the common industry terminology, providing clarity in roles and responsibilities within the project management framework.
• AG-2525 Project List Page: Add "Project Manager" column and display if selected
  A new "Project Manager" column has been added to the Project List Page, which can be displayed based on user selection. This enables users to quickly identify the project manager for each project, enhancing project oversight.
• AG-2526 Service Order Wizard Popup: Add Reference Number and Follow-up date as optional fields
  Optional fields for Reference Number and Follow-up date have been added to the Service Order Wizard Popup. This provides users with more flexibility when entering order details, making it easier to track and manage service orders.
• AG-2528 Invoices - On the new PDFs, for tax-exempt companies, display "exempt" instead of 0%
  For tax-exempt companies, the new PDF invoices will now display "exempt" in the sales tax section instead of showing 0%. This change provides clearer documentation for tax-exempt transactions, ensuring accurate invoice presentation.
• AG-2529 Import new Tax Report Master from file to the live site
  The new Tax Report Master has been successfully imported from file to the live site. This ensures the availability of updated tax report data, allowing users to generate accurate tax reports with the latest information.

Enhancements:

• AG-2514 Users: Add ability for admins to see accounts/user's "Login Status". Also add the ability to reset their account if they are locked out.
  Admins can now view the login status of any user account, making it easier to manage user access. Additionally, they have the ability to reset accounts that have been locked out, helping to reduce downtime for affected users.
• AG-2515 Profitability by Customers Report: For "Generate" and "PDF" add the following:
  Updates have been made to the Profitability by Customers report. New options for generating and exporting the report in PDF format have been added, streamlining the process of sharing and reviewing profitability data.
• AG-2516 PO List Page: Add Date Range filter
  A new date range filter has been introduced on the Purchase Order (PO) List page. This allows users to easily refine the list of POs displayed based on a specific time period, improving search and review efficiency.
• AG-2517 Vendor Page - PO Tab: Add columns and search
  The Vendor Page's PO Tab now includes additional columns and a search feature. This enhancement enables users to sort and filter purchase orders more effectively, providing better visibility and quicker access to relevant information.
• AG-2521 Location List Page: Make service zone editable from the list page with a dropdown and search
  Service zones on the Location List Page can now be edited directly from the list view. A dropdown and search functionality have been added, simplifying the process of updating service zones without needing to navigate to individual location details.
• AG-2522 Estimates: When an estimate is expired - the estimate should change status back to waiting on customer if the ending date range is changed to a current or future date.
  Expired estimates will now automatically revert to "waiting on customer" status when their end date is updated to a current or future date. This enhancement ensures that estimates remain active and actionable when date adjustments are made.
• AG-2508 Location Tax - when adding tax code to location, specify the rate for state, county, city
  This enhancement introduces a feature where tax codes for state, county, and city can be specified when adding them to a location. It ensures precise tax rate application for various levels of government, increasing tax calculation accuracy.
• AG-2509 Invoice Tax - run script to specify tax code for state, county, city for past invoices with tax rates
  A script was run to retroactively assign correct tax codes (state, county, city) to past invoices. This ensures that historical invoices reflect accurate tax data, improving the consistency of tax reporting and auditing.

Enhancements:

• AG-2499 Create Report: "Sales by State and City"
  A new report titled "Sales by State and City" has been introduced, providing detailed sales data segmented by both state and city. This allows for easier analysis of regional sales performance and more targeted decision-making.
• AG-2507 Report Adjustment: add “receipt number” field to the following reports
  The "receipt number" field has been added to various reports, enhancing traceability and ensuring that all transactions can be easily linked back to their corresponding receipts. This update improves financial accuracy and auditing processes.
• AG-2512 Time logs - Technicians add details
  Technicians now have the ability to add more specific details to their time logs. This update ensures greater transparency and accountability in tracking technician activities and hours worked.
• AG-2513 Technician View - Time Logs: new rules
  New rules have been implemented in the technician view for time logs, streamlining the process for logging work hours and ensuring more consistent and accurate data entry. These changes improve the overall efficiency of time tracking.

Enhancements:

• AG-2488 - Expenses: Require comment when rejecting
  When rejecting an expense, users are now required to provide a comment. The system will display both the comment and the name of the user who rejected the expense in the expense details section for better tracking and clarity.
• AG-2497 - Purchase Order Tab: Add Pricing Confirmation Status
  A new "Pricing Confirmation Status" field has been added to the Purchase Order tab. This status will now be visible across the relevant tabs to provide users with more detailed purchase order tracking.
• AG-2500 - PO Pricing Confirmation: Update status when PO is voided
  If a Purchase Order (PO) is voided, the "Pricing Confirmation" status will automatically change to "Void." This ensures that the pricing status always matches the PO's current state.
• AG-2501 - Service List Page: Add Contract Number column
  A new "Contract Number" column has been added to the Service List page. If a contract is associated with a Work Order (WO) or Service Order (SO), the contract number will now be displayed for easy reference.
• AG-2502 - Contacts: Add Global Contact checkbox
  When editing a contact, users will now see a "Global Contact" checkbox. If this box is checked, the contact will be automatically added to all current and future locations tied to that customer, simplifying contact management.
• AG-2503 - Contact fields in customer/vendor setup wizard
  When creating a contact using the customer or vendor setup wizard, several new fields have been added to collect more detailed contact information. This allows for more comprehensive contact management during the initial setup process.

Enhancements:

• AG-2475 - Rename "Purchase Order Invoice" to "Vendor Invoices"
  The "Purchase Order Invoice" section has been renamed to "Vendor Invoices" throughout the system. This includes updates to all individual permissions related to this feature. The goal of this change is to make the naming more intuitive and aligned with the actual functionality.
• AG-2493 - Ability to Void Unpaid Vendor Invoices
  A new feature has been added that allows users to void a vendor invoice as long as it hasn't been paid. This provides greater flexibility in managing invoices and helps prevent errors by enabling users to easily cancel unpaid invoices when needed.
• AG-2494 - New Report Category: "Tax Reports"
  We have introduced a new report category called "Tax Reports" in the reporting section. This makes it easier for users to find and generate reports related to taxes, improving organization and access to important financial data.
• AG-2495 - Improved Estimate to Work Order Conversion
  When converting an Estimate to a Work Order (WO), several fields will now auto-populate to save time and reduce manual input. The Service Zone will fill in based on the location, the "Requested By" field will match the contact, and the "Work Requested" field will pull directly from the Estimate. This streamlines the process and ensures greater accuracy in conversions.

Enhancements:

• AG-2464 New Customer: Multi-Step Wizard for New Customer Process
  A new "New Customer Process" has been added, featuring a multi-step wizard accessible from the customer list page. This wizard simplifies the process of adding new customers by guiding users through each necessary step, ensuring accurate and complete customer information is captured.
• AG-2465 Default Customer Departments Setting
  A new setting has been added to define default customer departments. These departments will be available as options when creating a new customer account, making it easier to categorize and organize customer information during setup.
• AG-2467 New Vendor: Setup Wizard Added
  A setup wizard has been implemented for adding new vendors. This step-by-step process helps users efficiently input all relevant vendor details, reducing errors and speeding up the vendor onboarding process.

Enhancements:

• AG-2469 Expense Page: Hide "Add New Expense" Button
  The "Add New Expense" button has been temporarily hidden on the Expense Page. This change helps prevent users from creating new expenses while the feature undergoes further updates and enhancements.
• AG-2486 Vendor Invoice: Added "Attach Invoice" Button
  A new "Attach Invoice" button has been added next to the "Approve" button on the Vendor Invoice page. This provides a faster, more convenient way to upload files or attachments, streamlining the process of attaching invoices.
• AG-2491 Purchase Order Page: Added Black and Red "i" Icons
  Both black and red "i" icons have been added to the Purchase Order page. The black "i" provides informational messages, while the red "i" highlights any issues or discrepancies, improving clarity in cost management and alerts.
• AG-2492 Vendor Invoice: Optimized Unit Cost Field Navigation
  The Vendor Invoice page has been optimized to improve data entry for unit costs. When a user enters a value and presses enter, the system now moves to the next unit cost field and updates only the current line item, without refreshing the entire page. This speeds up the invoice management process and ensures smoother, more efficient edits.

Enhancements:

• AG-2480 Service Order/Work Order: Purchase Order Button Update
  Updated the Purchase Order (PO) button for both Service Orders (SO) and Work Orders (WO). This enhancement adjusts the functionality and positioning of the PO button, providing a more intuitive way to create and manage purchase orders directly from SO/WO screens.
• AG-2481 Estimate Cost and PO Vendor Cost: Clarification Added
  Clarified the relationship between estimated costs and vendor costs on POs. This update helps users better understand how estimates and actual costs from vendors are connected, ensuring that any cost discrepancies are clearer.
• AG-2482 Purchase Order Generate Page: Enhanced Display in Edit Mode
  In edit mode on the Purchase Order Generate Page, additional product details such as internal part numbers, product names, Manufacturer Part Numbers (MPN), and Vendor Part Numbers (VPN) are now displayed. This matches the recent changes made to vendor invoices, improving consistency and detail visibility.
• AG-2483 Purchase Order Products: Product Names Clickable
  Product names listed on the Purchase Order page are now clickable. This allows users to quickly access and review more detailed product information, improving navigation and speeding up product management tasks.
• AG-2485 Purchase Order Page: Added "Pricing Confirmed" Column
  A new "Pricing Confirmed" column has been added beside the "Received" column on the Purchase Order page. This column displays the quantity of products for which pricing has been confirmed, providing better tracking of confirmed costs.
• AG-2487 Vendor Invoice: Multiple File Uploads Supported
  The system now allows users to upload more than one attachment to a vendor invoice at a time. This enhancement speeds up the process of attaching relevant files, enabling users to manage multiple documents more efficiently.
• AG-2490 Purchase Order Page: Improved Display in Edit and View Mode
  Both edit and view modes on the Purchase Order page now display the internal part number, product name, MPN, and VPN. This aligns with recent vendor invoice changes, giving users more comprehensive product details in one view for easier management and comparison.

Enhancements:

• AG-2456 Estimate to Work Order Conversion: Mandatory Fields Popup
  When converting an estimate to a Work Order (WO), the system now displays a popup similar to creating a new Service Order (SO). This popup ensures that all mandatory fields for the WO are completed, preventing incomplete work orders and streamlining the transition from estimate to execution.
• AG-2460 Vendor Invoice: Partial Pricing Confirmation
  Added functionality that allows users to confirm the pricing for some products on a vendor invoice while leaving the rest in a pending status (marked with red). This flexibility enables users to manage and approve pricing on an item-by-item basis without delaying the entire invoice.
• AG-2461 Vendor Invoice: File Attachment Feature
  Users can now attach files to each vendor invoice. This new feature supports the addition of relevant documents, such as receipts or supporting information, directly to the invoice, making it easier to keep all related records in one place for auditing and reference.

Enhancements:

• AG-2405 PO List Page: Pricing Confirmation Status Added
  A new "Pricing Confirmation" status has been added to the Purchase Order list page. This allows users to easily identify which POs have had their prices confirmed, streamlining the process of managing and reviewing orders.
• AG-2428 Resource Management: Permission Level Descriptions
  A description for each permission level is now displayed when selecting permissions during access requests or grants in resource management. This helps users better understand the roles and restrictions associated with each level.
• AG-2431 Service Order: Automatic Service Zone Population
  When creating a new Service Order (SO), the service zone now automatically populates based on the location selected. This reduces manual input and ensures the correct zone is applied for faster order creation.
• AG-2432 Resource Management: Create Custom Permission Levels
  Added the ability for admins to create custom permission levels in resource management. These permission levels can be labeled and described, offering greater flexibility in defining user access controls.
• AG-2433 PO Page: Cost Exceeding Estimate Indicator
  If a unit cost on a PO exceeds the estimated cost, a red "i" icon now appears, accompanied by a comment from the estimate creator. This visual cue helps users identify cost discrepancies and understand the reason behind them.
• AG-2434 PO Approval Requirement: Cost Threshold
  A PO now requires approval only if the cost of any product is greater than the estimated cost. This update ensures that approval is focused on cost overruns while allowing other POs to proceed smoothly.
• AG-2435 Service Order Popup: "Other" Option Missing in Requested By Field
  Fixed an issue where the "Requested By" field in the new Service Order popup was missing an "Other" option. Users can now select "Other" when creating an SO.
• AG-2436 Estimate: Add Comment When Changing Product Cost
  When changing a product's cost within an estimate, a comment is now automatically added. This provides better tracking of cost adjustments and the rationale behind them.
• AG-2439 PO Invoice: Red Triangle Timing Adjusted
  On the PO invoice page, the red triangle indicator (for missing values) now only appears after a value has been entered into the field, resolving confusion that occurred when it appeared prematurely.
• AG-2440 PO Invoice: New "PO Unit Price" Column
  A "PO Unit Price" column has been added to the PO invoice page, giving users a clearer view of the unit price associated with each purchase order, directly within the invoice screen.
• AG-2441 PO Invoice: Status Colors Adjusted
  Adjusted the colors and statuses displayed on the PO invoice page to improve clarity. These changes enhance the visual understanding of invoice statuses and their respective states.
• AG-2442 PO Invoice: Display Last 4 Digits of Payment Card
  When selecting a payment method on the PO invoice, the last four digits of the payment card now appear for easy identification of the correct card being used.
• AG-2443 PO Invoice Payment Popup: Display Amount Due
  The amount due is now displayed on the popup when adding a payment to a PO invoice. This ensures that users have all the necessary payment details at their fingertips.
• AG-2444 PO Invoice Payment: Optional Description Field
  When adding a payment to a PO invoice, the description field is now optional. This allows users more flexibility in adding comments when needed but doesn’t mandate unnecessary inputs.
• AG-2445 Renaming "Purchase Order Invoice" to "Vendor Invoice"
  The term "Purchase Order Invoice" has been changed to "Vendor Invoice" throughout the system to provide clearer language that better reflects its function in the platform.
• AG-2446 PO Invoice Page: Added "Purchase Order" Column
  A new "Purchase Order" column has been added to the vendor invoice page, displaying the associated PO for each invoice. This addition simplifies tracking which invoices correspond to which orders.
• AG-2447 Vendor Invoice Page: Sortable Columns
  The vendor invoice page now includes the ability to sort columns, improving the ease of finding and managing specific invoices based on different criteria.
• AG-2448 Vendor Invoice Page: Added "Created By" Column
  A new "Created By" column has been added to the vendor invoice page, providing clear visibility of which user created each invoice, making it easier to track document ownership.
• AG-2449 Vendor Page: Invoices Tab Added
  An "Invoices" tab has been added to the vendor page, allowing users to view all invoices associated with a specific vendor in one place. This improves vendor-related financial management.
• AG-2450 Location Page: Renamed "Purchase Order Invoice" Tab to "Vendor Invoice"
  The "Purchase Order Invoice" tab on the location page has been renamed to "Vendor Invoice" to align with the updated terminology and improve clarity.
• AG-2451 Vendor Invoice: Added "Reference Number" Field
  A new optional "Reference Number" field has been added to vendor invoices, enabling users to input a unique identifier for easier invoice tracking.
• AG-2452 PO Page: Renamed "PO Invoice" Tab to "Vendor Invoices"
  The "PO Invoice" tab on the PO page has been renamed to "Vendor Invoices," providing a more consistent and accurate description of the invoices related to purchase orders.
• AG-2453 Fully Paid PO: New Invoice Warning Message
  When a PO is marked as fully paid, users now receive a message stating, "All pricing is confirmed for this PO" if they attempt to create a new invoice. This prevents accidental invoice generation for fully paid orders.
• AG-2454 PO: Prevent Adding Unrelated Products to Vendor
  When a user tries to add a product to a PO that is not associated with the vendor, the system now displays a message that says, "This product is not associated with this vendor," preventing mismatched product entries.
• AG-2455 PO Page: Renamed "Regenerate" Button to "Generate Products from WO"
  The red "Regenerate" button on the PO page has been renamed to "Generate Products from WO" to clarify its purpose, making the button’s function more intuitive.
• AG-2458 PO Page: Revert or Display Cost on Cost Changes
  When the cost of a product on a PO exceeds the estimate, users now have the option to either revert the cost back to the estimate or view the cost within the "i" message for better cost management.
• AG-2459 Vendor Invoice: Color Indicator Fix for Matching Costs
  When the unit cost on a vendor invoice matches the approved PO cost, the row now turns green instead of yellow, ensuring proper color coding for cost confirmation at the vendor invoice level.

Enhancements:

• AG-2423 PO Tab Enhancements on Customer and Location Pages
  Updated the PO (Purchase Order) tab on both the Customer Page and Location Page by adding two new columns: "Vendor" and "Total" for each PO. Additionally, a grand total is now displayed at the bottom, providing a clear summary of all orders and their total amounts.
• AG-2424 Master Tax Table: Display of "Sales Tax Exemption Number"
  Improved the master tax table by displaying the "Sales Tax Exemption Number" next to each state name. This makes it easier for users to reference and manage tax exemption numbers directly from the table without needing to navigate elsewhere.
• AG-2425 Master Tax Table: Renaming "Total Rate" to "Combined Rate"
  Renamed the "Total Rate" column in the master tax table to "Combined Rate" to better reflect its purpose. This change clarifies that the rate includes all applicable taxes combined, ensuring users understand the comprehensive tax breakdown.
• AG-2426 Resource Management: Add New Resource Types from Dropdown
  Enhanced resource management by allowing users to add new resource types directly from the dropdown menu when creating or managing resources. This update simplifies the process of adding and categorizing new resources, improving overall usability.
• AG-2427 Resource Management: Select Permission Level for Requests and Grants
  When requesting or granting permission for a resource, users must now select the appropriate permission level. This update ensures that permissions are more accurately assigned based on user roles, providing greater control and flexibility in resource management.
• AG-2429 Resource Management: Remove Permission Level When Creating a Resource
  Simplified the resource creation process by removing the need to assign a permission level when initially creating a resource. Permission levels are now only required during the process of granting or requesting access, streamlining the setup workflow.

Enhancements:

• AG-2408 PO Invoice: Product Price Confirmation Color Change
  Adjusted the behavior of the purchase order invoice screen to address a visual issue. When confirming the price of a product, the color of certain elements now changes clearly to indicate price confirmation. This ensures better visibility and prevents any confusion during price checks.
• AG-2414 Tax Tables: New "Sales Tax Exemption Number" Field
  Added a new field to the tax tables, allowing users to input or edit a "Sales Tax Exemption Number" when adding or editing a state. This enhancement simplifies tax handling for businesses with sales tax exemptions.
• AG-2415 Master Tax Tables: "Tax Code" Column Added
  Introduced a new column titled "Tax Code" in the master tax tables. The table now displays the tax code name for each entry, providing users with a clearer overview of tax codes at a glance.
• AG-2416 Service Order: Mandatory Fields Popup
  When creating a Service Order (SO), users will now see a popup that highlights mandatory fields before proceeding. This ensures that all required information is provided upfront to prevent incomplete orders.
• AG-2418 WS Order: Service Order Popup Loading Speed Improved
  Optimized the loading speed when creating a service order through a popup from a location on the WS Order page. The process now loads faster, reducing the wait time to under 3 seconds for a smoother experience.
• AG-2419 Resource Management: Admins Can Grant Access from Resource Cards
  Admins now have the ability to directly "Grant" access to resources from the resource management card on the organization page. This improves admin efficiency by streamlining the access control process.
• AG-2420 Organization Page: Resources Card Added
  A new "Resources" card has been added to the organization page under resource management. This card provides a comprehensive list of all resources, making it easier to manage and view them in one place.
• AG-2421 User Page: Admins Can Grant Resource Access
  Updated the user page to allow admins to directly "Grant" access for resources, instead of just "Requesting" access. This update simplifies resource management and gives admins more control over user permissions.

Enhancements:

• AG-2391 - New Manufacturer Creation from Product Popup
  Users can now create a new manufacturer directly from the product creation popup, streamlining the workflow for adding new products and manufacturers simultaneously.

• AG-2392 - Project Invoicing: New Rules Implementation
  New invoicing rules have been set for projects, improving the invoicing process. 

• AG-2395 - Add Vendor Invoice to Purchase Order
  A new option has been added to allow users to attach a vendor invoice directly to a purchase order, enhancing the purchase order management process.

• AG-2396 - Vendor Invoice Status Added
  A "Vendor Invoice" status has been added to both the Purchase Order (PO) list and individual PO pages, providing better tracking of invoice status.

• AG-2397 - Purchase Order Payment Methods Setting
  A new setting for specifying "Purchase Order Payment Methods" has been added, allowing users to configure and manage payment options for purchase orders more effectively.

• AG-2403 - Update Reception Note Costs from PO Invoices
  Reception notes now automatically update costs based on the corresponding purchase order invoices, ensuring accurate cost reflection.

• AG-2404 - PO Page: PO Invoice Tab Adde
  A new "PO Invoice" tab has been added to the Purchase Order page, listing all invoices related to the selected PO for easy access and tracking.

• AG-2406 - Auto-Population of Products on PO Invoice Creation
  When creating a purchase order invoice, the system now auto-populates the invoice with products from the PO. Invoices are unlocked automatically, eliminating the need for manual regeneration.

• AG-2407 - PO Invoice Unit Price Input Requirement
  Upon auto-population of products on a PO invoice, the unit price field will remain blank, requiring users to input prices manually, ensuring accurate entry.

• AG-2409 - PO Invoice Approval Confirmation Popup
  A confirmation popup has been added when approving a purchase order invoice, asking users to confirm before proceeding to reduce accidental approvals.

• AG-2410 - Change Orders: Mandatory Comment on Manual Acceptance
  When manually accepting a Change Order (CO), users are now required to add a comment. This comment is displayed in the CO information section for future reference.

• AG-2411 - Estimates: Mandatory Comment on Manual Acceptance
  Similar to Change Orders, when manually accepting an estimate, users must input a mandatory comment, which will then be visible in the estimate's information section.

• AG-2412 - Separate "Last4" Display on PO Invoice List Page
  The "Last4" field on the PO Invoice list page has been visually separated

Enhancements:

• AG-2386 Navigation Update
  Simplified the navigation by changing the button label from "Back to the resource management types" to just "Back," making it easier and quicker for users to navigate.

• AG-2387 Resource Requests
  Improved the User Page so that when a resource is requested, the status in the "Available resources" list automatically updates to reflect that the resource is now requested, keeping the status current.

• AG-2388 User Resource Card
  Enhanced the user experience by ensuring that when a resource request is completed, it automatically appears on the user’s resource card with the relevant details like the resource link and the requesting user's name.

• AG-2389 Notifications
  Introduced a new notification feature that alerts users as soon as their resource request has been completed, keeping them informed in real-time.

• AG-2390 Resource Request Page
  Enhanced the Resource Request Page by adding search, sort, and filter options, allowing users to find and manage resource requests more efficiently. Also, added the ability to change the status of requests directly from this page.

• AG-2393 Resource Management Settings
  Streamlined the Resource Management Settings by consolidating all related settings into a single page, with easy-to-navigate tabs for each setting for a more intuitive user experience.

Enhancements:

• AG-2360: Add Permission: Total Stock Value
  Introduced a new permission setting allowing users to view the "Total Stock Value." This feature ensures that only authorized users can access critical inventory valuation data.
• AG-2361: Organization Page - Default Invoice Terms
  Added a "Default Invoice Terms" field to the Organization Page, enabling users to set and manage standard payment terms for each organization, streamlining the invoicing process.
• AG-2362: PO Page - Add Customer to General Info Section
  Updated the Purchase Order (PO) page by including a new field that displays the Customer associated with the related Sales Order (SO) or Work Order (WO). This addition improves the visibility of customer details within POs.
• AG-2364: Payments - Ability to Void Payments
  Added functionality to VOID a payment with a mandatory reason for voiding. This change is reflected on the payment page and includes considerations for QuickBooks integration, ensuring consistent financial records.
• AG-2365: Permissions for Primary Vendor Cost and Default Price Level
  Introduced new permission controls for viewing "Primary Vendor Cost" and "Default Price Level," allowing administrators to restrict access to sensitive pricing information based on user roles.

Enhancements:

• AG-2370 Settings - Resource Access Management
  Added a new settings section for "Resource Access Management." This feature provides administrators with enhanced controls over resource access, including permissions and visibility settings. Details on the new settings are provided in the documentation.
• AG-2371 New User Page - "My Profile"
  Created a new "My Profile" page for all users, featuring a layout similar to the existing admin user page. This page allows users to view and manage their profile information.
• AG-2372 "My Profile" Page - Resources Tab
  Added a "Resources" tab to the "My Profile" page. This tab provides users with access to resources related to their account, improving accessibility and user management. 
• AG-2373 Organization Page - Resource Management Tab
  Introduced a new "Resource Management" tab on the Organization page. This tab allows for more detailed management of organizational resources, including allocation and tracking. Specific details on the features and layout of this tab are included in the documentation.

Enhancements:

• AG-2321 Change Order Page - Profitability Chart
  Added a profitability chart to the Change Order Page, similar to the one on the Estimate Page. This chart provides insights into profitability metrics directly within the Change Order details.
• AG-2327 Projects - Total Amount Label Change
  Updated the label from "Products Total Amount" to "Total Project Amount" on the Projects Page. This change provides a clearer summary of the total project cost.
• AG-2349 PO Tracking Section - Edit/Delete Tracking Info
  Added functionality to allow any user to edit or delete tracking information in the Purchase Order Tracking section. Details on this update can be found in the provided documentation.
• AG-2350 PO Tracking Info - Multiple Tracking Numbers
  Implemented a feature to add multiple tracking numbers at once via a popup in the Purchase Order section. Users can now include multiple tracking numbers with the same comment, which will be saved as separate line items.
• AG-2351 PO Tracking Info - Optional Comment Field
  Made the Comment field optional when adding tracking information in the Purchase Order section. This change provides more flexibility for users entering tracking details.
• AG-2352 Products - Default Price Level Application
  Applied the Organization's default price level to the product level default price level. This change ensures consistency in pricing across the organization and individual products. 
• AG-2353 Organization Page - New Format
  Updated the Organization Page and its Locations section to the new format with auto-save and tabbed navigation. This change enhances the user experience by improving page layout and data management.
• AG-2354 Organization Page - Fax Number Removal
  Removed the fax number field from the Organization Page. This update simplifies the page and aligns with current communication practices.
• AG-2355 Organization Page - Address Breakdown
  Changed "Location" in the main details of the Organization Page to "Organization Address" and broke it down into separate fields: "Street," "City," "State," and "Zip Code." 
• AG-2356 WO Page - Print Original Scope of Work
  Added the ability to print the original Scope of Work (SOW) from the Work Order page. This feature provides an option to view and print the initial SOW document.
• AG-2357 WO Page - Print SOW Document Options
  Introduced a popup option when printing the SOW products document from the Work Order page. The popup includes a checkbox for "Print without pricing," allowing users to choose whether to include pricing details.
• AG-2359 Service Order List Page - Service Zone Filter
  Added a filter for service zones on the Service Order List Page. This filter helps users narrow down service orders based on specific service zones, improving order management and search capabilities.

Enhancements:

• AG-2338 Purchase Order Page - General Info Dropdown Resize
  Adjusted the size of the dropdown menus in the General Info section on the Purchase Order Page. The dropdowns have been slightly reduced to accommodate text better, addressing issues caused by the enlargement of the general info card.
• AG-2339 PO Page - General Info Card Adjustments
  Moved the "Created On" date to be located directly under "Created By" in the General Info card. Also extended the notes section downward to utilize the previously empty space, improving the card's layout and readability.
• AG-2340 Stock Page - Label Change
  Changed the label from "Total" to "Total Stock Value" on the Stock Page. This update provides a clearer description of the total value of stock items.
• AG-2341 Products List Page - Column Additions
  Added new columns to the Products List Page.
• AG-2342 Organization Settings - Default Price Level
  Added a new setting in Organization settings called "Default Price Level." This allows for the configuration of a default price level for products and services.
• AG-2343 Products - Assemblies Cost and Default Price
  Updated the Products section to include cost and default price for assemblies. This change ensures that cost information is visible and easily accessible. 
• AG-2344 PO Page - Card Size Reduction
  Reduced the size of the Tracking and Internal Comment cards at the bottom of the Purchase Order Page by 25%. This adjustment improves the page layout and provides a more streamlined appearance. 
• AG-2345 Customer Page - Contact Checkbox Update
  Removed the "Has" label from the "Has Portal Access" checkbox on the Customer Page. This change simplifies the checkbox label for better clarity.
• AG-2346 Purchase Order Tracking Info - Carrier Field Addition
  Added a "Carrier" field to the Purchase Order Tracking Info section. The system now auto-selects the carrier if identified by the tracking number, improving tracking accuracy and efficiency.

Enhancements:

• AG-2330 Technician Time Logs - Selectable Feature
  Updated the Technician Time Logs to make entries selectable. This enhancement allows users to select and interact with time log entries more efficiently. Details on the specific changes can be found in the provided documentation.
• AG-2332 Purchase Order Page - Card Rearrangement and Addition
  Rearranged the layout of cards on the Purchase Order Page and added a new "Tracking Info" card. This update improves the organization of information on the page. 
• AG-2333 PO Page - Tracking Info Card Update
  Tweaked the "Tracking Info" card on the Purchase Order Page to use different shades for each section, replacing the previous table layout. This visual enhancement improves readability and organization of tracking information. 

Enhancements:

• AG-2325 Recurring Invoice Page - Table Sorting
  Added the ability to sort the table on the Recurring Invoice Page. Users can now organize invoice data by different columns, enhancing data management and review efficiency.
• AG-2328 Customer Page - Contacts Functionality
  Incorporated the same contact management functions available in the "Contacts" list into the "Edit Contact" function on the Customer Page. This update streamlines contact editing by providing consistent options and capabilities. 
• AG-2334 Work Performed - Client View Notes Update
  Restored the option to add "Client View Notes" in "Edit" mode for Work Performed. The label for this field has been updated to “Customer Portal Notes” to better reflect its purpose. This change improves the clarity and functionality of adding notes.

Enhancements:

• AG-2322 URL Clickable Links
  Implemented a new function to make URL links clickable within fields. This enhancement allows users to directly interact with URLs by clicking on them, improving ease of access and navigation. 

Enhancements:

• AG-2312 Change Orders - Quantity Field Highlighting
  Updated the Change Orders feature so that when changing the quantity of an existing product in the Scope of Work (SOW), only the quantity field turns green. This change highlights modifications more clearly.
• AG-2313 Invoices - Remove Credit Card Option
  Modified the "Add Payment" option in invoices by removing the "Credit Card" choice from the dropdown menu. This change reflects updates to payment options and improves payment processing.
• AG-2316 Invoices - Draft Payment Status Update Script
  Implemented a script to update the payment status of draft invoices on the development environment. This script ensures that draft invoices reflect accurate payment statuses.
• AG-2318 Projects - Invoicing Limitation
  Added a limitation that prevents project invoicing if multiple locations are involved. This change ensures that invoicing is only allowed under specific conditions, improving project management and billing accuracy.
• AG-2319 Sidebar Menu - Account Terminology Update
  Changed "Sub Contractor" to "Subcontractor" in the sidebar menu. This update corrects the terminology for consistency and clarity.

Enhancements:

• AG-2294 Report - Invoice Reports - Aging Report
  Created a new report titled "Aging Report" under the Invoice Reports section. This report is available in Web, PDF, and Excel formats. 
• AG-2297 Price Book - Add MFP Option
  Added the MFP (Managed Print Services) to the price book. Included a checkbox labeled “Hide MFP” to allow users to exclude MFP products from the price book view as needed.
• AG-2299 Price Book Config - Select All Option
  Added a "Select All" option for the "Hide" product feature in the Price Book Configuration. This allows users to quickly select or deselect all products for hiding.
• AG-2300 Invoice List Page - Selection Limit
  Limited the ability to select items on the Invoice List Page to a maximum of 100. Removed the "Select ALL" option to improve performance and prevent excessive data processing.
• AG-2301 Service Order (SO) List Page - Selection Limit
  Implemented a limit on the number of selectable items on the Service Order List Page to 100. The "Select ALL" option has been removed to enhance page performance.
• AG-2302 Stock List Page - Selection Limit
  Restricted the ability to select items on the Stock List Page to a maximum of 100. This change aims to improve usability and system performance by removing the "Select ALL" option.
• AG-2303 Purchase Order (PO) List Page - Selection Limit
  Limited the selection capability on the Purchase Order List Page to a maximum of 100 items. Removed the "Select ALL" option to maintain optimal performance and user experience.

Enhancements:

• AG-2280 Change Orders - New Product Highlighting
  Updated the Change Orders feature so that when adding new products, they are highlighted in green. Existing products remain unchanged, making it easier to identify new additions.
• AG-2286 Project Page - Invoice Tab Updates
  Made adjustments to the Invoice Tab on the Project Page. Details of these changes include layout or functionality improvements. 
• AG-2289 Projects - PO Tab Column Addition
  Added an "Amount" column to the Purchase Orders (PO) tab in the Projects section. A grand total for all amounts is now displayed at the bottom of the list, enhancing financial tracking.
• AG-2290 WO/SO - PO Tab Amount Column
  Introduced an "Amount" column for all Purchase Orders (POs) in the Work Order/Service Order (WO/SO) tab. Added a total amount at the bottom of the list to provide a comprehensive view of all POs.
• AG-2292 Reports Section - "Invoice Reports"
  Created a new section in the Reports area titled "Invoice Reports." This section will organize and display reports related to invoices.
• AG-2293 Invoice Reports Sidebar Menu Update
  Renamed the "Invoice Report" in the sidebar menu to "General Invoice Report." Moved it from the Sales Report section to the newly created "Invoice Reports" section for better organization.
• AG-2295 Permission - View Invoice Overview Cards
  Added a new permission for viewing Invoice Overview cards, which are displayed on the invoice list page. This permission controls access to these summary cards. 

Enhancements:

• AG-2272 Projects List Page - Clear "Saved Filters"
  Added functionality to clear "Saved Filters" on the Projects List Page. This allows users to easily reset filter settings and view the complete list of projects.
• AG-2273 Service Order List Page - Multi-Customer Selection
  Enhanced the Service Order List Page to allow the selection of one or more customers. When multiple customers are selected, individual locations cannot be chosen, and the page will display all service orders for the selected customers. 
• AG-2274 Progressive Invoicing - Redirection
  Updated the "Create Invoice" button in the progressive invoicing popup to redirect users to the invoice page instead of the Project page. This improves workflow by taking users directly to the newly created invoice.
• AG-2275 Progressive Invoicing - Label Change
  Changed the label from "Progressive Amount" to "Invoice Amount" on the progressive invoicing interface. This change clarifies the terminology used for invoicing amounts. 
• AG-2276 Progressive Invoice PDF - Updates
  Implemented changes to the Progressive Invoice PDF format. 
• AG-2277 Progressive Invoice - Prevent Adding Products
  Modified the system to prevent adding products to a progressive invoice once it has been created. This ensures that the invoice remains accurate and consistent.
• AG-2278 Progressive Invoice Unit Price Update
  Ensured that when the unit price is updated on a line item in a progressive invoice, the invoice amount in the info card automatically updates. 
• AG-2279 Work Order Generation from Estimate - Mandatory Fields
  Updated the process for generating a Work Order from an estimate so that the Work Order number will not populate until all mandatory fields are completed. This ensures that Work Orders are generated with complete and accurate information.
• AG-2281 Projects - Total Amount Display
  Added the ability to see the total of the entire project at the bottom of the Scope of Work (SOW) products section. This total combines the amounts from all Estimates and Change Orders for all associated Work Orders.
• AG-2282 Projects - Associated Work Orders
  Added a project number/link in the general tab of associated Work Orders, near the "Estimate" field. This enhancement improves navigation and context for Work Orders associated with specific projects.
• AG-2283 Projects - Invoice Tab Graph Card
  Introduced a graph card at the top of the Invoices tab in the Projects section. This card provides a quick summary of invoiced amounts for the project, offering a visual overview of project billing.
• AG-2284 Projects - Invoice Tab Total Amount Column
  Added a column for total invoice amounts in the list view on the Invoices tab of the Projects section. This provides a clear summary of the invoiced totals for easy reference.
• AG-2285 WO/SO - Invoice Tab Amount Column
  Added a column for invoice amounts in the invoice list view on the Work Order/Service Order (WO/SO) tab. This enhancement allows users to view the invoice amounts directly in the list for improved visibility and tracking.

Enhancements:

• AG-2257 Invoicing - Add Invoice Option for Projects
  Added the capability to generate invoices specifically for projects. This feature allows users to create and manage invoices directly tied to project work, streamlining financial tracking and billing.
• AG-2265 Project Invoicing - Remove Red Button
  Removed the "Generate Products from SOW..." red button when choosing progressive invoicing for projects. This change eliminates an unnecessary option and aligns the interface with the progressive invoicing workflow.
• AG-2266 Project Invoicing - Updates
  Applied updates to the project invoicing process. 
• AG-2270 Project Statuses - Create Multiple Statuses
  Added the functionality to create and manage multiple project statuses. Users can now define and track various stages of project progress, enhancing project management and reporting capabilities.

Enhancements:

• AG-2239 Master Table Settings - Align Columns
  Aligned the columns in all Master Table settings for a more consistent and organized appearance. This adjustment improves readability and ensures a uniform layout across the settings pages.
• AG-2242 Master Tax Tables - Error Messages Update
  Modified the error messages for deleting a state, jurisdiction, or city in the Master Tax Tables. The updated messages provide clearer guidance and context when an attempt is made to delete these entries.
• AG-2271 Project List Page - Updates
  Implemented changes to the Project List Page as specified. Details of these changes include adjustments to layout, functionality, or content to enhance user experience and improve project management.

Enhancements:

• AG-2254 Dashboard - Default View for Admins and Technicians
  Adjusted the default dashboard view for users who are both admins and technicians. Previously, the default was set to the technician view, but it now defaults to the admin view, aligning with user roles and responsibilities.
• AG-2255 Email Template - Estimates
  Updated the email template for estimates to replace "Dear Customer" with "Dear [contact]." This change personalizes emails by displaying the name of the contact associated with the estimate. The update applies to both Data Plus and Treun templates.
• AG-2256 Customer Portal - Hide Dashboard
  Temporarily removed the "Dashboard" feature from the Customer Portal. This change is intended to simplify the interface or accommodate specific requirements during this period.
• AG-2258 Notifications - Organization and Headers
  Reorganized the notifications system by adding sections and headers similar to the permissions layout. This enhancement improves navigation and readability of notifications.
• AG-2259 Notifications - Service Order Statuses
  Added a new header/section titled "Service Order Statuses" to the notifications system. Notifications for each service order status have been included to keep users informed of status changes. Details were followed to ensure accurate implementation.
• AG-2260 Estimate Template Email - Database Change
  Updated the database field to use {contact_name} instead of the previous placeholder. This change will be applied after the go-live date to ensure emails use the correct contact name format.
• AG-2261 Work/Service Order Status Change Notification
  Implemented a script to run on every subdomain to create notifications for changes in work and service order statuses. This ensures that status changes are communicated consistently across all subdomains.
• AG-2263 Product List Page - Remove "Action" Button
  Removed the "Action" button from the Product List page. This change simplifies the interface by eliminating unnecessary controls.
• AG-2264 Project Phases - Products Table Update
  Updated the terminology in the Project Phases products table from "allotted" to "Allocated." This change ensures consistency and clarity in product allocation descriptions.

Enhancements:

• AG-2249 Location List Page - Tax Code Search
  Added a search functionality to the dropdown menu for tax codes on the Location List Page. This enhancement allows users to quickly find and select the desired tax code from a long list, improving efficiency.
• AG-2250 Location Page - Tax Codes Search
  Introduced a search feature in the tax code dropdown on the Location Page. Users can now easily search for and select the appropriate tax code, streamlining the process of assigning tax codes to locations.
• AG-2251 Location Page - State-Based Tax Code Filtering
  Linked the state information from the Location Page with the state information in the Master Tax Table. This update ensures that only tax codes relevant to the state of the location are displayed, providing a more accurate and relevant selection of tax codes.

Enhancements:

• AG-2245 Location List Page - Tax Code Search and Select
  Added the functionality to search for and select the tax code directly within the Location List Page. Users can now quickly find and assign the appropriate tax code to locations from the list view, streamlining the tax management process.
• AG-2247 Update Tax Rate from QuickBooks for Individual Locations
  Implemented the ability to update the tax rate from QuickBooks for individual locations through the customer page's locations tab. This feature allows users to synchronize tax rates between QuickBooks and individual locations, ensuring accurate tax calculations and consistency.

Enhancements:

• AG-2223 Master Tax Tables - New Settings Page
  Added a new settings page for Master Tax Tables. This page allows for comprehensive configuration and management of tax tables, improving control over tax settings.
• AG-2228 Master Tax Tables - File Import
  Implemented a feature on the Master Tax Tables page to allow for the mass import of tax table data via file upload. This addition facilitates the efficient updating of tax information by importing large datasets from files.
• AG-2236 Master Tax Table - Updates 1
  Applied updates to the Master Tax Table based on feedback. These updates enhance the functionality and accuracy of the tax tables.
• AG-2237 Master Tax Table - Updates 2
  Further refined the Master Tax Table with additional updates. These changes build on previous enhancements to ensure the tax tables meet all required specifications and improve overall performance.
• AG-2238 Master Tax Table - Updates 3
  Implemented additional updates to the Master Tax Table, addressing further adjustments and refinements. These updates continue to enhance the functionality and accuracy of the tax management system.

Enhancements:

• AG-2222 Tax Settings - Add Tax Settings
  Introduced new tax settings as specified in the detailed requirements. These settings allow for more precise control over how taxes are calculated and applied, improving financial accuracy across the system.
• AG-2224 Settings - Tax Settings - General
  Added a new general tax setting under the "Tax Settings" in the system settings menu. This new setting provides users with the ability to customize tax configurations according to their specific needs, as outlined in the provided details.
• AG-2226 Location Page - Adding Existing Contact
  Improved the process of adding an existing contact to a location by introducing a search bar within the dropdown menu. This enhancement makes it easier to find and select the correct contact, especially when dealing with large lists.
• AG-2227 Time Log Page - Customer Dropdown
  Added a search function to the customer dropdown on the Time Log Page. This allows users to quickly find and select the desired customer from the list, improving efficiency and usability.
• AG-2230 Invoices - Payment Status Graph
  Updated the payment status graph on the Invoice Page to display the total amount for invoices. This addition gives users a clearer picture of overall financial status directly within the graph.
• AG-2231 Payments - Stripe Charge Script
  Modified the script that handles Stripe charges to run multiple times at 7:20, 8:20, and 9:20. This adjustment ensures more timely processing of payments, reducing delays and improving transaction reliability.
• AG-2232 Organization - Remove Serial Field
  Removed the serial field from the organization settings. This cleanup streamlines the settings interface and eliminates an unnecessary field, simplifying the organization setup process.

Enhancements:

• AG-2217 Report - Products Sold by Customers
  Created a new report that tracks and displays the products sold by each customer. This report provides valuable insights into customer purchasing patterns and product popularity, helping to inform sales strategies.
• AG-2219 Invoice Page - Add Graphs Card
  Added a new card to the Invoice Page dedicated to displaying graphs. This feature provides visual representations of key invoice data, making it easier to analyze trends and performance.

Enhancements:

• AG-2200 Stock Page - Add Vendor Information and Export to Excel
  Enhanced the Stock Page by adding columns for vendor, vendor cost, total cost, and grand total. Additionally, added the ability to export the Stock Page to Excel, allowing for detailed analysis and reporting. 
• AG-2210 Stock Page - Export to Excel
  Introduced the ability to export the Stock Page data to Excel. This feature enables users to easily download and manage stock information in a spreadsheet format.
• AG-2211 Stock Page - Add Columns
  Updated the Stock Page to include additional columns as specified in the provided screenshot. These columns improve the visibility of key stock details, making inventory management more comprehensive and user-friendly.

Enhancements:

• AG-2181 New Purchase Order Page - Return to SO/WO Button
  Added a button on the new Purchase Order page that allows users to return directly to the associated Service Order (SO) or Work Order (WO). This enhancement improves navigation and workflow efficiency.
• AG-2205 Change Orders - Status Handling
  Updated the status handling for change orders. Once a change order is manually accepted, the status will now remain as "Accepted" instead of changing to "Sent." This ensures accurate tracking of the order's progress.
• AG-2206 PO Product Quantities - Received vs. Ordered
  Enhanced the new Purchase Order format to display received versus ordered quantities directly on the PO page. Users no longer need to generate a reception note or manually compare notes to see how much of an item has been received.
• AG-2208 Related Products Feature
  Restored the functionality of the related products feature. When Product #1 is added as a related product to Product #2, Product #2 will now automatically show Product #1 as a related product, maintaining accurate and reciprocal associations between related products.

Enhancements:

• AG-2196 Phases - Creation at Project Level
  Updated the system so that phases are now created at the project level rather than the Work Order (WO) level. Each phase will include the project number in its name (e.g., "1008 - Phase 1") to improve organization and clarity.
• AG-2197 Phase Page - Add Project Products
  dded the functionality to allow users to add project products directly from the Phase page. This enhancement streamlines the process of managing products associated with each phase.
• AG-2202 Phase Page - Edit Quantity and Delete Products
  Implemented the ability to edit the quantity or delete a product directly from the Phase page. This feature provides greater flexibility in managing product allocations within each phase, as illustrated in the provided screenshot.
• AG-2203 Project Page - Phase Tab Update
  Removed the products table from the Phase tab on the Project Page. Instead, the tab now lists the phases, including the phase name and date range. This change simplifies the view and focuses on phase details for better project management.

Enhancements:

• AG-2045 Recurring Invoices - Multiple Email Addresses
  Added a feature allowing users to add or select multiple email addresses when sending recurring invoices. This update makes it easier to ensure that invoices are sent to all relevant contacts simultaneously.
• AG-2169 Estimate - Breadcrumb Update
  Modified the Estimate page to always display the Customer and Location in the breadcrumb trail. This ensures that users can easily see and navigate back to the customer and location details from any point in the estimate process.

Enhancements:

• AG-2193 Service and Work Order - Flagging Feature
  Added the ability to flag Service Orders (SO) or Work Orders (WO) and introduced a filter to view flagged orders. This feature allows for easier tracking and prioritization of specific orders.

Enhancements:

• AG-2184 Service Order Requests - Default Type
  Updated the system so that new service order requests now default to the type marked as "Service Work - YES." This change ensures that the most commonly used service type is automatically selected, simplifying the request process.
• AG-2185 Service Order Request to WS Order
  Modified the process of converting a Service Order request to a WS Order. The Order number will now automatically be assigned as the next available number, ensuring sequential and organized order numbering.

Enhancements:

• AG-2165 Generate Purchase Order Page - Auto-Save
  Updated the Generate Purchase Order page to include an auto-save feature. This enhancement ensures that any changes made during the purchase order creation process are automatically saved, reducing the risk of losing data.
• AG-2167 Products - Hide from Price Book
  Added a checkbox option in the product settings that allows users to hide a product from all price books. This feature makes it easier to manage product visibility across different customer price books.
• AG-2178 Purchase Order Page - Auto-Save
  Introduced a new Purchase Order creation page with auto-save functionality. This page will automatically save any entered data, streamlining the process and ensuring no information is lost.
• AG-2179 Purchase Order - Internal Comments
  Added an internal comment section to the Purchase Order page. This section allows users to add private notes and comments that are not visible externally, facilitating better internal communication and record-keeping.

Enhancements:

• AG-2161 Export Price Book
  Added the ability to export the Price Book as a PDF specifically for individual customers. This feature allows for easy sharing of customized pricing information tailored to each customer's needs.
• AG-2164 Location Page Layout Update
  Redesigned the layout of the Location Page by moving the Location Contact card below the general information section. Additionally, a larger "Internal Comments" section has been added to the right side of the page, providing more space for important notes. The update is based on the provided rough screenshot.

Enhancements:

• AG-2157 Recurring Invoice Page
  Added a new "Invoices" tab on the recurring invoice page. This tab now displays a list of all invoices related to that specific recurring invoice, providing a comprehensive view of associated transactions.
• AG-2159 Technician View - Parts Transfer
  Enhanced the technician view by adding an option to return transferred parts to a staging bin for the same Service Order (SO) or Work Order (WO). This feature, previously missing, improves the management of parts and ensures they can be correctly returned to staging if needed. 
• AG-2162 Phone Number Formatting Update
  Updated the formatting for phone numbers across the system. This change ensures consistent and clear presentation of phone numbers, improving readability and standardizing formats.

Enhancements:

• AG-2150 Recurring Invoices - New Rules
  Reviewed and confirmed the new rules for recurring invoices, or clarified existing ones. This update includes detailed information on how the rules apply to recurring invoicing processes.
• AG-2153 Recurring Invoices - Terms Field Update
  Added the ability to enter "0" in the Terms field (Due Date Days) for recurring invoices. Additionally, updated labels to improve clarity and usability, as outlined in the provided details.
• AG-2156 Recurring Invoices - Sequence of Events
  Double-checked and verified the sequence of events for recurring invoices to ensure proper functionality. This review ensures that the invoicing process follows the correct order of operations, as detailed in the provided information.

Enhancements:

• AG-2149 SO/WO Closure Rule
  Added a new rule to prevent closing Service Orders (SO) or Work Orders (WO) if there are parts still reserved for the order. If an attempt is made to close such an order, an error message will appear: "There are parts still reserved for this Service Order, please transfer the parts before closing it." This ensures that all reserved parts are properly managed before finalizing the order.

Enhancements:

• AG-2147 Auto Payment Receipts
  Implemented an automatic email notification for payment receipts. When an auto-payment is received, the bill-to contact will now receive an email with the receipt attached. This feature ensures that all relevant parties are promptly informed of payment transactions. 

Enhancements:

• AG-2141 Estimate Cover Page
  Added a new field for a brief description on the Estimate cover page. This addition allows for a concise summary of the estimate's purpose or key details, improving clarity for recipients.
• AG-2142 Service Orders - PO Cost Alert
  Removed the "cost is higher than estimated" alert from Service Orders. This alert now only applies to Work Orders, ensuring that users are only notified of cost discrepancies where relevant.
• AG-2143 Estimates - Vendor Cost Update
  Implemented a prompt asking "Would you like to update the vendor cost for this product?" when changing the vendor cost on an estimate. This feature helps users decide whether to apply cost changes to the estimate.
• AG-2144 Purchase Orders Cleanup
  Conducted a cleanup of the purchase orders section. This update refines the organization and presentation of purchase order information for improved usability.

Enhancements:

• AG-2133 Payment Methods
  Added the functionality to delete payment methods from the system. This allows users to manage their payment options more effectively by removing any outdated or incorrect payment methods.
• AG-2139 Technician View - Service Orders - Parts Reserved Tab
  Added a search field to the "Transfer from Truck Stock" popup in the Parts Reserved tab. This feature allows users to search for truck stock items before transferring them to a work order or service order, improving efficiency and accuracy.

Enhancements:

• AG-2125 Parts Staged Sorting
  Updated the parts staged sorting feature based on new details provided in the comments. This improvement allows for better organization and retrieval of staged parts, enhancing overall efficiency in managing inventory.
• AG-2129 Invoice: Revised the "Send Manually" checkbox functionality.
  This update refines how invoices are marked for manual sending.
• AG-2130 Added a new section titled "Invoice Settings" in the settings menu.
  This section allows for more detailed customization and control over invoice-related options. Refer to the details provided for a full overview of the new settings.
• AG-2131 Invoice Page - Add Processing Fee
  Introduced a new feature to add a processing fee directly on the invoice page. This update includes functionality for setting and displaying processing fees.

Enhancements:

• AG-2126 Estimate Page: Added a new section titled "Work Requested" above the Scope of Work on the estimate page.
  This section includes a simple text box where you can enter details that will automatically copy over to the "Work Requested" field in the work order. This update streamlines the process of transferring request details between the estimate and work order.

Enhancements:

• AG-2119 Technician View - SO Parts Used: Updated the transfer options for parts used in service orders.
  Now, you can transfer parts to "My truck" with an additional option. Parts transferred to "My truck" will remain linked to the work order.
• AG-2122 Service Orders: Added a search bar feature for transferring multiple products to another service order.
  This enhancement makes it easier to locate and transfer products quickly.
• AG-2123 Technician View - Service Orders: Implemented a feature to transfer items from truck stock directly within the service orders.
  Detailed instructions for using this feature are provided in the updated documentation.
• AG-2128 Estimates: Introduced a new "Add to PDF" checkbox in the SOW section of estimates. If unchecked, the section will not appear on the PDF or in the customer portal, allowing for more control over the information shared.

Enhancements:

• AG-2103 Purchase Orders: Cost Warning
  Implemented a pop-up warning when creating a Purchase Order (PO) from a Work Order if the cost of a product exceeds the estimated cost.
• AG-2104 Estimates: Document Sections
  Added functionality to have separate document sections for private and public documents in Estimates. Private documents should not be sent to customers.
• AG-2105 Technician View - Service/Work Orders: Transfer Button
  Added a "Transfer from Truck Stock" button in the staging tab for technicians.
• AG-2107 Service Orders - Parts Transfers: Transfer Options
  Ensured the "Transfer Selected" (parts staged and parts used) option has the same pop-up transfer options as the double arrow beside the product.
• AG-2108 Technician View - Service Orders: Transfer Popup Style
  Updated the popup style for "Transfer selected" or the double arrows (beside a product).
• AG-2109 Contacts: Notes Section
  Added a "Notes" text box section to the Contacts page to allow for additional notes.
• AG-2110 Invoices: Send Manually Checkbox
  Implemented a "Send Manually" checkbox on the Invoice page. When checked, the invoice status should change to "Sent," similar to the "Online Order" checkbox for Purchase Orders.
• AG-2111 Project Page: Hide Phases Tab
  Removed the "Phases" tab from the Project page as specified.
• AG-2113 Invoice List Page: Created By Filter
  Added a "Created By" filter to the Invoice List page to allow users to filter invoices based on the creator.
• AG-2114 Projects: Add Expenses Tab
  Included an "Expenses" tab on the Project page to track and manage project-related expenses.
• AG-2115 Service Order List Page: Priority Column
  Added a "Priority" column to the Service Order List page to display the priority level of each service order.
• AG-2116 Service Order List Page: Filter Display
  Updated the Service Order List page to show checkboxes and the checked status for columns that are displayed when replacing a filter.
• AG-2117 Service Order Request Page: View Service Order Button
  Added a button to view or reference the Service Order after a request has been converted.

Enhancements:

• AG-2076 SO/WO: Added Ability to Download Excel of "Parts Summary"
  Implemented functionality to allow users to download an Excel file of the "Parts Summary" for Service Orders and Work Orders. This will facilitate easier reporting and analysis.
• AG-2077 WO/SO - SOW Products Tab: Added "Estimated Profitability"
  Included an "Estimated Profitability" section below the latest Estimates or approved scope of work in the SOW Products tab of Work Orders and Service Orders to provide a quick overview of potential profitability.
• AG-2096 Change Orders: Adjusted Product Line Item Arrows
  Ensured that the up and down arrows for product line items in Change Orders add a whole number with each press, instead of a decimal (currently .01). This adjustment will improve the accuracy of quantity adjustments.
• AG-2097 Estimates: Adjusted Product Line Item Arrows
  Similar to Change Orders, modify the up and down arrows for product line items in Estimates to add a whole number with each press, rather than a decimal.

Enhancements:

• AG-2074 Add Ability to Void Accepted Estimates
  Implemented functionality to void an estimate that has been accepted, providing the ability to cancel it post-acceptance.
• AG-2075 Estimates: Display "Void Reason" After Voiding
  Once an estimate is voided, the "Void Reason" is now shown in the General Info section of the estimate for record-keeping and transparency.
• AG-2081 Contact Field: Add Non-Mandatory "Title" Field
  Introduced a "Title" field to the contact information, making it non-mandatory for users to fill out.
• AG-2082 Location Page - Estimate Tab: Add "Create Estimate" Button
  Added a "Create Estimate" button within the Estimate tab on the Location page to streamline the estimate creation process.
• AG-2084 Permissions Section: Add "Select All" Option
  Provided a "Select All" option for every section in the Permissions area to facilitate bulk permissions management.
• AG-2085 Contact Permissions: Add "Select All" Option
  Included a "Select All" option for Contact Permissions to ease the process of assigning permissions to multiple contacts.
• AG-2086 Estimates: Add "See More" Option for Category Selection
  When adding a new product and selecting a category, display an initial set of 20 items with an option to "See More" at the bottom of the popup for better usability.
• AG-2087 Estimates: Formatting Capabilities in SOW Details
  Added formatting capabilities to the Estimate section, allowing users to apply SOW details with formatting to Work Orders after conversion.
• AG-2089 Creating a Labor Product: Implement Changes
  Applied the specified changes to the process of creating a labor product. See detailed description for specific adjustments.
• AG-2094 Location Page - Contact Tab: Add New Buttons
  Introduced new buttons to the Contact tab on the Location page as detailed in the provided information.
• AG-2095 Invoice Page: Adjust Product Line Item Arrow Functionality
  Ensured that the up and down arrows for product line items on the Invoice page add a whole number with each press, rather than a decimal.
• AG-2099 Invoice Page/PDF: Add "Brief Description" Field
  Added a "Brief Description" field to both the invoice page and PDF to provide additional context for line items.
• AG-2100 Invoice Page: Remove "Auto Pay - No" Text
  Removed the "Auto Pay - No" text from the standard invoice page to streamline the interface and reduce clutter.

Enhancements:

• AG-1921 Estimates: Add Ability to Void Sent or Accepted Estimates
  Implemented functionality to allow users to void an estimate that has already been sent or accepted.
• AG-2060 Add Search Bar for Inventory Product List
  Added a search bar to the inventory product list for customers and locations to enhance usability and ease of finding specific products.
• AG-2063 Mail Settings: Password Entry Visibility
  In the mail settings section, ensure that the password field obscures the typed characters with asterisks (****) to maintain security.
• AG-2064 Add "Documents & Disclaimers" Section in Settings
  Introduceed a new section in settings for "Documents & Disclaimers" where users can manage disclaimers and related documents.
• AG-2065 Remove Hard-Coded Disclaimers and Footers from PDFs
  Eliminateed hard-coded disclaimers and footers (e.g., "All things in excellence...") from all PDFs to allow for customizable content.
• AG-2067 Add "Global Notifications" Section in Settings
  Createed a new section in settings called "Global Notifications" for managing global notification preferences and settings.
• AG-2068 Products - General Info: Add "Default Price" Checkbox
  Added a checkbox labeled "Default Price" in the General Info section of products to mark a price as default.
• AG-2069 Users: Restrict Superadmin Role Removal
  Prevented superadmin users from removing their own superadmin status, even when adding additional user types.
• AG-2070 Hide "Phases" in the Sidebar Menu
  Removed the "Phases" item from the sidebar menu to streamline the interface.
• AG-2071 Hide "Phases" on Work Order Page
  Ensured that the "Phases" section is hidden on the Work Order page to simplify the view.

Enhancements:

• AG-1859 Exporting PO List - PO Number vs. ID
  Adjusted the export functionality to include the PO number in the exported file.

Enhancements:

• AG-2013 New Report: Products Sold By Customer/Location
  Added a new report titled "Products Sold By Customer/Location." This report should provide insights into the products sold, categorized by customer and location. 
• AG-2014 Permissions for Individual Reports
  Implemented a permissions system that allows users to access individual reports directly, rather than being limited to broad categories like "Sales Reports" or "Custom."
• AG-2016 Projects - Removing Estimates
  Added functionality to projects that allows users to remove an estimate from a project when necessary.
• AG-2019 New Report: Profitability by Customer/Location
  Createed a new report titled "Profitability by Customer/Location" to analyze profitability metrics based on customer and location data.

Enhancements:

• AG-2012 Rename Report: Profitability by Customer
  Changed the title of the "Profitability by Customer" report to "Sales by Customer and Location." Updated the report's filters and details to reflect this new focus on sales metrics.
• AG-2017 Projects - Adding Existing Estimates
  When adding an existing estimate to a project, the estimate name displayed along with its number. 

Enhancements:

• AG-1950 Parts Staged and Parts Progress Order
  Ensured that parts are listed in the same order on the Parts Staged tab as they are on the Parts Progress tab to maintain consistency.
• AG-1962 Recurring Service Orders Tab
  Added a "Recurring SO" tab to both the customer and location pages to provide easy access to recurring service orders.

Enhancements:

• AG-1938 Estimate List Page - Account Rep Filter
  Added a filter for "Account Rep" on the Estimate List Page to facilitate searching and sorting estimates by the assigned account representative.
• AG-1952 Service Orders - Location Address Visibility
  Updated the Service Orders details tab to display the location address directly without requiring a click. This will improve accessibility and convenience.

Enhancements:

• AG-2006 Recurring Invoices - Start Date Options
  Added the ability to set a start date for Quarterly and Semi-Annual recurring invoices to provide more control over the invoicing schedule.
• AG-2008 Product Duplication - Cost Field Handling
  When duplicating a product, the "Cost" field in the General Info should not be duplicated to the new product. For existing products, this field should be view-only and should automatically populate based on the primary vendor cost.

Enhancements:

• AG-1968 Email Settings - Custom SMTP
  Added functionality to allow companies to configure their own SMTP settings for email communications within their organization.

Enhancements:

• AG-1989 Change Orders - Public Line Item Comments
  Modified the Change Orders PDF generation to include public line item comments.
• AG-1995 Assemblies in Change Orders
  Ensured that when adding an assembly to a Change Order (CO), only the "Installation Cost" and total of the sub-products are visible. Sub-items should remain hidden, and the CO PDF should reflect this format, similar to estimates.
• AG-1999 Change Orders - Product View Consistency
  Updated the "Change Order Products" view to match the format of the "Updated Scope of Work" (SOW) view found in Estimates, ensuring consistency in presentation.
• AG-2005 Commissions Report - Label Update
  Changed the label on the "Sell Price" column in the Commissions Report to "Net Sell Price."

Enhancements:

• AG-1974 Work Order - Product Summary
  Investigate and fix the issue of random products appearing in the Product Summary section of Work Orders.
• AG-1986 Sub-Assembly Products Database Cleanup
  Ensure that sub-assembly products are properly deleted from the database when the assembly is deleted, addressing issues in both change orders and estimates.
• AG-1987 Assembly Products Removal from Estimates
  Implement functionality to delete products associated with assemblies that have been removed from estimates.
• AG-1998 Fully Paid Invoice Closure
  Review and adjust the process to ensure that fully paid invoices are accurately closed out.
• AG-2000 Change Orders Drag and Drop
  Enable and test drag-and-drop functionality within Change Orders.
• AG-2001 Email Functionality
  Investigate and fix issues related to emails not being sent.
• AG-2002 Display Contact Names
  Ensure contact names are displayed correctly in all relevant areas.

Enhancements:

• AG-1972 Work Order Page - SOW Products: Change Order Differences
  Modified the Work Order page to show only the differences (newly added or removed products) in the "Change Order" section of the SOW Products.
• AG-1973 Work Order Page - Product Summary Update
  Ensured that the Product Summary section of the Work Order page updates correctly after accepting a change order.
• AG-1975 Work Order - SOW Products Section Update Timing
  Adjusted the Work Order page so that the "Updated Scope of Work" section is not updated until the change order has been accepted.
• AG-1976 Work Order Page - Change Order Status
  Added the Change Order Status field to the "Change Order" section in the SOW Products tab on the Work Order page.
• AG-1977 Change Order Status Text Update
  Changed the status label from "In Work" to "In Progress" for clarity and consistency.
• AG-1979 Change Order Page - PDF and Email Preview Adjustments
  Updated the PDFs generated from the Change Order Page (top buttons) to reflect only the new products added or removed from the SOW.
• AG-1980 Change Order Page - "Change Order Products" Display Update
  Changed the "Change Order Products" section to display "Updated SOW Products."
• AG-1981 Change Order Page - "Change Order Products Differences" Update
  Updated the "Change Order Products Differences" section to display "Change Order Products."
• AG-1982 Work Order Page - SOW Products Tab Consistency
  Ensured that the "Updated Scope of Work" section on the Work Order page displays the same information as the "Original Scope" in the Estimate view.
• AG-1983 Change Order Page - PDF Button Addition
  Added a PDF button to the "Updated SOW Products" section on the Change Order Page for easier document access.
• AG-1984 Work Order Page - SOW Products Tab PDF Buttons
  Added PDF buttons to the SOW Products tab on the Work Order page for generating printable documents.
• AG-1990 Work Order Page - Print Updated Scope of Work
  Enabled the ability to print the "Updated Scope of Work" directly from the Work Order page.
• AG-1991 Updated Scope of Work PDF Adjustments
  Made necessary adjustments to the Updated Scope of Work PDF to match the new formatting and details provided.
• AG-1992 Purchase Orders - Quantity Difference Handling
  Updated the Purchase Orders logic to ensure that only the difference between the estimated quantity and previously ordered quantity populates on the PO.

Enhancements:

• AG-1939 Change Orders: New Page Format
  Recreated the Change Orders page with a new format as detailed in the provided specifications. This update aims to enhance usability and align with new design requirements.
• AG-1940 Purchase Orders - Work Orders/Service Orders
  Updated the logic for adding products to Purchase Orders (POs). Products will now always be added to a PO if the quantity ordered is less than the quantity estimated or requested, even if the same product was previously purchased or ordered.
• AG-1971 Product Summary: Estimated Unit Sell Price Issue
  Corrected the issue in the product summary where the estimated unit sell price was incorrectly displaying the total cost instead. Adjustments ensure that the estimated unit sell price is shown accurately, as exemplified by WO 6946.

Enhancements:

• AG-1957 SO/WO: Post-Closure Edit Restrictions
  Ensured that after a Service Order (SO) or Work Order (WO) is closed, it becomes completely non-editable. No information within the SO/WO should be subject to change post-closure, preserving the integrity of finalized records.
• AG-1960 Time Log Page: Column Sorting
  Added functionality to sort table columns on the Time Logs page. Users can now organize and view time log data more effectively based on different column headers.
• AG-1965 Time Logs: Issue with Travel to Service Work Editing
  Resolved an issue where time logs initially categorized as "Travel" but edited to "Service Work" were not updating correctly in the product summary. Ensured that once a time log is edited and approved, it reflects the correct category in the summary. Example addressed: Dev Site SO 1481.

Enhancements:

• AG-1947 Time Logs Page - Customer Filter
  Added the ability to select "ALL" or multiple customers in the Time Logs page filter. This allows for more comprehensive filtering of time logs by customer.
• AG-1948 Time Logs Page - Statuses
  Implemented the option to select "ALL" or multiple statuses in the Time Logs page filter. Users can now filter time logs based on various statuses more effectively.
• AG-1949 Time Sheet: Popup Approval Behavior
  Modified the time sheet approval popup to remain open after approving a time log. Users must now manually close the popup by pressing the "X," improving control over the approval process.
• AG-1955 Add Permission: Re-Open Closed WO/SO
  Added a new permission setting for users to re-open closed Work Orders (WO) and Service Orders (SO). This feature allows authorized users to manage closed orders more flexibly.
• AG-1956 Re-Opening Confirmation for WO/SO
  Implemented a confirmation prompt when re-opening a Work Order or Service Order. The system will now ask, "Are you sure you want to re-open this SO/WO?" to prevent accidental re-openings.

Enhancements:

• AG-1916 Time Sheets: Add Date Range Display
  Implemented a date range selection feature for time sheets and display the selected weeks. The time sheet view now reflects the chosen date range as shown in the screenshot.
• AG-1917 Time Sheet Page: Office Calendar Integration
  Added functionality to open the office calendar for a selected date in a new tab when clicking on a date in the time sheet. This provides a seamless way to view and manage dates directly.
• AG-1919 Time Sheet Page: Modal for Time/Hours Data
  Updated the time sheet page to open a modal for viewing time and hours data instead of opening a new tab. This improves the user experience by keeping all data within the same interface.
• AG-1920 Time Logs Page: List View Update
  Changed the office view for "Time Logs" to a list format, similar to the expenses page. This provides a more organized and functional layout for managing time logs.
• AG-1922 Commission Report: Add Date Range to PDF
  Added the date range to the top section of the Commission Report PDF. This ensures that the date range is clearly visible on all generated reports.
• AG-1923 Change Orders: Add Void Option
  Introduced the ability to void a change order. This feature allows users to cancel change orders when necessary.
• AG-1937 Work Orders - SOW Products: Hide "Updated SOW Products"
  Updated the Work Orders page to not display "Updated SOW Products" if a Change Order does not exist. This helps in keeping the interface clean and relevant.
• AG-1941 Customer Portal: Fix File Not Found Error
  Resolved the issue where users with full permissions were receiving a "File Not Found" message when accessing the customer page. This ensures that all users can access the page without errors.

Enhancements:

• AG-1925 Estimates: "Account Rep" Field Non-Editable
  Updated the "Account Rep" field on estimates to be non-editable. Users can view but not modify the account rep details.

Enhancements:

• AG-1809 Search Enhancements for Project Estimates
  Added a search feature to the Estimate dropdown for Projects, including customer name and description for easier filtering.
• AG-1860 Recurring Invoices Search Bar Issue
  Fixed the non-functional search bar on the recurring invoices page. The search functionality is now operational.
• AG-1905 Commission Report Issue for Steve Fowler
  Addressed the issue where Work Order 5170 and other Work Orders from Family Security were not appearing on the commission report for Steve Fowler. The report now includes all relevant Work Orders.
• AG-1912 AGENT Site File Size Limit
  Increased the file size limit to 10 MB for the AGENT site to accommodate larger file uploads.
• AG-1913 Estimate Account Rep Field
  Added the account rep field to both current and past estimates. This field now displays appropriately based on the details provided.
• AG-1914 SO/WO ID Label Update
  Updated the labels for Service Order and Work Order IDs as per the detailed requirements provided.
• AG-1924 Change Order Totals Correction
  Fixed the issue with incorrect totals in Change Orders. The totals now accurately reflect the values as shown in the provided attachment.

Enhancements:

• AG-1888 Change Order PDF Enhancements
  Added a "General Info" section to the Change Order PDF, including customer, location, Work Order number, and Change Order description for comprehensive documentation.
• AG-1890 Vendor/Subcontractor Tax ID Field
  Added a tax ID field (formatted as xxx-xx-xxxx SSN) to the vendor/subcontractor pages. This field is hidden from users without the appropriate permissions.
• AG-1895 Service Orders Page - Remove Change Orders Tab
  Removed the "Change Orders" tab from the Service Orders page for streamlined navigation and functionality.
• AG-1903 Projects - Internal Comments Section
  Added a "+" sign to the Internal Comments section on the Projects page to allow users to add new comments, similar to the functionality in Service Orders and Work Orders.
• AG-1907 Estimates - Estimate Rep Field
  Changed the "Estimate Rep" field to "Account Rep" and set it to view-only as specified in the details.
• AG-1908 Estimate List Page Export
  Updated the estimate list page export to include the estimate number instead of the ID for better reference and tracking.
• AG-1909 Commission Report - Excel Download
  Added the ability to download the commission report in Excel format for improved data handling and analysis.

Enhancements:

• AG-1878 Project Page Tab Updates
  Changed the "Scope" tab to "SOW" on the Project Page and added sub-tabs similar to the Work Orders "SOW" tabs for consistent navigation and functionality.
• AG-1879 Project Page - Internal Comments Section
  Added an "Internal Comments" section next to the "Project Overview" section on the Project Page for better internal communication and note-taking.
• AG-1880 Project Page - Project Overview Data
  Updated the "Project Overview" section on the Project Page to include additional data, as detailed in the provided attachment.
• AG-1883 Change Order Description
  Added a "Description" field to the popup when creating a new change order to provide more detailed information.
• AG-1884 Change Orders - WO Updated SOW Products
  Fixed the issue where "Updated SOW Products" were not showing after a change order was accepted. The system now correctly displays updated products.
• AG-1885 Projects, SO, WO: Product Summary Tab
  Changed the "Products" tab to "Product Summary" across Projects, Service Orders, and Work Orders for clearer product overview and management.

Enhancements:

• AG-1887 Change Orders: Modify Change Order Numbers
  Updated the numbering format for Change Orders to include the Work Order number followed by "-1". For example, Work Order 1442 will have its Change Orders numbered as WO 1442-1. Discussed and implemented based on options reviewed with Daniel.

Enhancements:

• AG-1805 Projects: Add "Change Order" Tab
  Added a new "Change Order" tab to the Projects section for better management of change orders.
• AG-1840 Time Logs from Converted Estimates
  Implemented functionality to transfer time logs from converted estimates to the corresponding Work Order after conversion.
• AG-1846 Substitution Issue on Work Orders
  Fixed the issue where substitutions on a work order were not reflected when generating a Purchase Order. The PO now correctly shows the substituted part.
• AG-1862 Work Orders: PO Quantity Recognition
  Addressed the issue where the system did not recognize the total quantity of products needed when creating a Purchase Order from a Work Order. The system now accurately reflects the total quantity, even if there are multiple lines of the same item on the Estimate.
• AG-1876 Work Orders - Scope of Work Details
  Added the ability to print Scope of Work details from the Work Orders page for better documentation and reporting.
• AG-1877 Work Order Page - SOW Tab Enhancements
  Added a sub-tab to the main "SOW" (Scope of Work) tab on the Work Order page to provide additional details and functionality.

Enhancements:

• AG-1863 Invoice List Page Filters and Export
  Added City and State filters as dropdowns on the Invoice List Page. Updated the Excel export to include City and State fields.
• AG-1868 Change Orders: Quantity Update
  Enhanced the Change Orders functionality to display the current amount in the scope when changing quantities. Users can now press +, -, or type a new quantity directly in the field.
• AG-1869 Change Orders: Info Cards
  Added General Info and Additional Info cards to the Change Orders section, similar to the Estimates section.
• AG-1870 Change Orders: Button Style Update
  Changed icons (PDF, Email, etc.) to buttons with labels, matching the style used for estimates.
• AG-1871 Change Orders: Icon Consistency
  Updated the icons in the "Scope of Work Products before this Change Order" section to match the button style used in the "Change Order Products" section.
• AG-1872 Change Orders: Rename Section
  Renamed "Scope of Work Products before this Change Order" to "Approved SOW Products."
• AG-1873 Change Orders: Rename Section
  Renamed "Scope of Work Products after this Change Order" to "Updated SOW Products."
• AG-1874 Service Orders: Remove Scope
  Removed the "Scope" section from the Service Orders page to streamline the interface.
• AG-1875 Work Order Page: Scope Tab Rename
  Changed the "Scope" tab on the Work Order page to "SOW" in all caps for consistency.

Enhancements:

• AG-1804 Projects: Change Orders
  Added the ability to create "Change Orders" within projects. See details for additional functionality.
• AG-1828 Work Order Products: Substitute Feature
  Introduced a "Substitute" feature for work order products to allow for product substitution. Refer to the new details and attachments for implementation.
• AG-1841 Dispatch Board: Service Call Status
  Added the service call status to the task pop-up box on the dispatch board for better visibility.
• AG-1842 Product Substitution Memory
  Modified the system to not remember the last substituted product and quantity to prevent automatic substitution of the previous items.
• AG-1850 Customer Portal: Dashboard Videos
  Added a video to the customer portal dashboard explaining "Invoices and Payments" for improved user guidance.
• AG-1851 Customer Portal: ACH Payment Methods Video
  Added a video to the customer portal dashboard on "Adding ACH Payment Methods" for user support.
• AG-1854 Custom Report Rate Change
  Updated the embedded tech custom report to calculate using a new rate of $80.

Enhancements:

• AG-1836 Portal Payment Method Update
  Updated the portal to change "Add Payment Method" to "Add Credit Card Payment Method" for greater clarity.
• AG-1837 Customer Page Payment Button
  Added "Add Payment (Credit Card)" button to the customer page for easier access to credit card payment options.
• AG-1838 Partial Payments Integration
  Added functionality to support partial payments being sent to QuickBooks, starting with Invoice 4664.

Enhancements:

• AG-1825 Invoices - Payment Failure Notification
  Implemented an email notification to be sent to the Organization billing email address when a payment fails.
• AG-1826 Invoices - Payment Status
  Added a "Payment Failed" status that auto-updates when a payment fails for an invoice.
• AG-1831 Warehouse Manager Permissions
  Fixed issue where Warehouse Managers could not add manufacturers despite having the correct permissions.

Enhancements: 

• AG-1813 Projects - Contacts
  Added "Project Contact" section under contacts with manual fields for Name, Type, Phone, and Email.
• AG-1815 Projects - Status Dropdown
  Implemented a dropdown for "Status" in the Projects module.
• AG-1816 Projects - Estimates Tab
  Added Work Order number to the Estimates tab table.
• AG-1817 Projects - Estimates Tab Location
  Added Location to the Estimates tab table.
• AG-1820 Projects - Products Tab
  Created a "Products" tab in Projects to combine all products from all Work Orders, using an expandable table similar to the Work Orders tab.

Enhancements: 

• AG-1801 Print Scope of Work
  Added functionality to print the "Scope of Work" on an 8.5" x 11" PDF.
• AG-1812 Projects: Display Lead Tech Name
  Resolved issue where the Lead Technician’s name was not displaying in view mode on the Project page.

Enhancements: 

• AG-1797 Projects: Create Estimates
  Added the functionality to create estimates directly within a project.
• AG-1798 Projects: Associate Existing Estimates
  Enabled the ability to associate existing estimates with an existing project.
• AG-1799 Project Page: Rename Account Field
  Changed the "Account" field under General Info on the Project page to "Customer."
• AG-1800 Project Overview
  Implemented a feature to combine and view all related elements for a project, including Locations, Estimates, Work Orders (WO), Purchase Orders (PO), Invoices, Enhancements:, and Files.

Enhancements: 

• AG-1787 Project Scope Formatting
  Enhanced the Scope field/tab in the Project scope with simple formatting options, including font size adjustment, bold, underline, italics, and bullet points.
• AG-1793 Invoice Discrepancy
  Fixed the issue where the invoice for Service Order 4429 was showing 9 DVRs instead of the accurate total of 3 DVRs. The invoice now correctly reflects the quantities as per the service order.

Enhancements: 

• AG-1774 Service Order - Quick Parts Transfer
  Modified the quick parts transfer functionality to display only bins with stock when selecting a bin to transfer from.
• AG-1785 Projects - Sidebar Menu
  Created a new sidebar menu for managing "Projects."
• AG-1786 Project Page - Cards and Fields
  Developed the project page with the required cards and fields as specified in the attachment.

Enhancements: 

• AG-1768 Invoice Page - Select All Invoices
  Added the ability to select all invoices displayed on the invoice page.
• AG-1769 Projects - Phase 1
  Created a new sidebar menu, page, and tabs for managing projects.
• AG-1772 Time Log Report - Export Options
  Implemented the ability to download or export time log reports by Customer, Department, or Location to Excel.
• AG-1773 Service Orders - Export Time Logs
  Added functionality to export the time logs table from the Service Orders page to Excel.
• AG-1775 Service Order List Page - City/State Sorting
  Added City and State as sortable fields on the Service Order/Work Order list page.
• AG-1778 Invoice Page - Payment Received Date
  Changed "Date" to "Payment Received" on both the invoice page and invoice list page to match payment terminology.
• AG-1779 Invoice Page - Payment Tab Enhancements
  Added the ability to view and expand payment PDFs in the payment tab on the invoice page.
• AG-1780 Recurring Invoice - Semi-Annual Frequency Changes
  Implemented changes to support the semi-annual frequency option for recurring invoices.
• AG-1781 Recurring Invoices - Quarterly Frequency Changes
  Adjusted functionality to correctly handle the quarterly frequency option for recurring invoices.

Enhancements: 

• AG-1770 Recurring Invoices - Quarterly Frequency Option
  Added the option to select “Quarterly” as a frequency for recurring invoices, allowing users to set invoices to recur every three months.
• AG-1771 Recurring Invoices - Semi-Annual Frequency Option
  Introduced the option to select “Semi-Annual” (twice a year) for recurring invoices, enabling users to schedule invoices to recur every six months.

Enhancements: 

• AG-1738 Product Page - Assembly Edit Column Headers
  Corrected the alignment of column headers in the Assembly edit view on the Product Page, ensuring proper display and usability.
• AG-1754 Technician View - Parts Transfer Default Quantity
  Updated the Technician view to default the quantity to 0 when transferring parts to "Parts Used", requiring technicians to enter the correct quantity manually.
• AG-1755 Customer and Location - Invoice Tab Enhancements
  Made improvements to the Invoice tab on Customer and Location pages based on details and screenshots provided by Kim.
• AG-1756 Technician View - Task Sorting
  Added functionality for technicians and office staff to sort Enhancements: from oldest to newest and vice versa, enhancing task management.
• AG-1757 Technician View - Display Appointment Time
  Modified the Technician view to include the appointment time in the ticket, possibly displayed under the red "Appointment" label.
• AG-1758 Serial Number Issues
  Addressed serial number issues as detailed in the provided screenshot, ensuring correct functionality.
• AG-1760 Dashboard - Show Closed Orders Switch
  Added a switch to the Dashboard allowing users to toggle the display of closed orders on or off, improving dashboard customization.
• AG-1761 Service Order List Page - Pie Chart
  Introduced a simple pie chart on the Service Order list page to visualize the status distribution of work orders. The chart is positioned between the filters and the list.
• AG-1765 Invoice PDF Adjustments
  Made adjustments to the Invoice PDF to align with the specified details, improving the format and accuracy of the document.
• AG-1766 Recurring Invoices - Add Payment Button
  Added an "Add Payment" button to recurring invoices, similar to the functionality available for standard invoices, facilitating payment management.

Enhancements:

• AG-1709 Estimate Products List - Vendor Field
  Added a new field for the Vendor next to the cost in the Estimate Products List, providing more detailed information on the source of each product.
• AG-1710 General Comments Textarea in Estimates
  Modified the General Comments textarea in Estimates to expand its height dynamically based on the content, improving visibility and usability.
• AG-1718 Product Page - Cancel Popup Window
  Added functionality to cancel the popup window when adding a new product, allowing users to close the window without saving changes if needed.
• AG-1728 Product Create Form - Additional Fields
  Enhanced the product create form by adding fields for Manufacturer Part Number (MPN), Manufacturer, and Description, providing more comprehensive product details.
• AG-1729 Assigning a Bin - Search Functionality
  Implemented a search feature for bins when assigning them, streamlining the process of finding and selecting the appropriate bin.
• AG-1730 Estimates - Vendor Pricing Display
  Updated the vendor dropdown in Estimates to display vendor pricing for the selected product, facilitating better price comparisons.
• AG-1731 Estimates & Purchase Orders - Vendor Pricing
  Ensured that selected vendor pricing from an estimate is populated when generating a Purchase Order from the Work Order (WO), maintaining pricing consistency.
• AG-1733 Recurring Invoice PDF Attachment
  Fixed an issue where the recurring invoice PDF was not attached when being sent to customers. The PDF is now properly included in emails.
• AG-1734 Estimates - Gray Out Vendor Dropdown
  Grayed out the "Vendor" dropdown for products that do not have a vendor, preventing selection errors.
• AG-1739 Product Page - Remove Old "Add New Assembly" Button
  Removed the outdated "Add New Assembly" button from the product page to streamline the interface.
• AG-1740 Adding a Product - Search Categories
  Added the ability to search for categories when adding a new product, improving the efficiency of categorization.
• AG-1742 Products - Display Creator
  Included the "Creator" of the product on the product view page, allowing users to see who originally created the product entry.
• AG-1743 Products - Default Taxable Setting
  Set products to be marked as "Taxable" by default when created, ensuring consistent tax application.
• AG-1745 Recurring Invoice - Remove Draft Service Orders
  Removed references to "Draft" from Service Orders in recurring invoices to reduce confusion.
• AG-1746 Invoice List Page - Search Recurring Invoice Numbers
  Added the ability to search for recurring invoice numbers (e.g., "R19" or "R9") on the invoice list page, making it easier to locate specific invoices.
• AG-1747 Email Preview Button for Recurring Invoices
  Added an "Email Preview" button for invoices generated from recurring invoices, allowing users to preview the email before sending.
• AG-1748 Attach Invoice PDF to Payment Reminder Emails
  Ensured that the invoice PDF is attached when sending late payment and payment reminder emails, providing recipients with the necessary documentation.
• AG-1749 Invoice PDF - Tweak to Match Attached PDF
  Adjusted the invoice PDF formatting to match the attached PDF, improving consistency and appearance.
• AG-1750 Service Orders - ON SITE Bins/Material Visibility
  Enabled technicians to see ON SITE bins and material in Service Orders, enhancing their ability to manage and track inventory.

Enhancements:

• AG-1695 Product Page - Movement Log Tab
  Added a "Movement Log" tab to the product page, which displays details on incoming, outgoing, and transferred products. It also shows purchase orders and parts used with associated Service Orders (SO) or Work Orders (WO).
• AG-1711 Product Page - General Info Card
  Removed the redundant second "Status" field in view mode on the General Info Card. The remaining "Status" field by the product name is now sufficient.
• AG-1713 Estimates - Rounding Issues
  Addressed rounding issues on the estimates page to ensure that all calculations round correctly and display accurately.
• AG-1720 Service Order - Quick Parts Transfer
  Added the ability to search for serial numbers when requesting a serialized product during a quick parts transfer. This enhances the ease of finding and transferring specific serialized items.
• AG-1721 Estimate Page - Estimated Cost Column
  Added a new "Estimated Cost" column beside "Total Price" on the estimates page. This provides a clearer view of cost estimates alongside the total price.
• AG-1723 Product Page - Search Manufacturer
  Implemented a search feature for manufacturers on the product page, with results listed alphabetically. This makes it easier to find products by manufacturer.
• AG-1724 Product Page - Search Vendors
  Added a search feature for vendors on the product page, with results listed alphabetically. This improves the ability to locate vendors quickly.
• AG-1725 Product Page - Default Lock Status
  Changed the default setting for products to be "Locked" when selected. This ensures that products are initially protected from unintended changes.

Enhancements: 

• AG-1418 Product Page - Auto-Save Design
  Updated the product page to include an auto-save feature for new designs. This change helps ensure that any new design changes are automatically saved without manual intervention.
• AG-1694 Product Page - Buffer Stock Tab
  Added a new Buffer Stock tab to the product page. The tab includes a design based on the provided screenshot, allowing for better management of buffer stock.
• AG-1696 Product Page - Lock and Unlock Feature
  Introduced a lock and unlock feature on the product page. This allows users to lock products to prevent changes or unlock them for editing.
• AG-1697 Product Page - Status Change Dropdown
  Added a dropdown menu to the product page for changing the product status. Options include "Active," "Inactive," and "Discontinued," making it easier to manage product status.
• AG-1698 Product Page - Image Enlargement
  Enabled the ability to click on product images to enlarge them. This feature provides a better view of product images directly from the product page.
• AG-1699 Product Page - Set Buffer Stock for All Houses
  Added a "Set Buffer Stock for All Houses" button on the Buffer Stock tab of the product page. This feature allows users to set buffer stock levels across all warehouses.
• AG-1705 Product Page - Remove Unnecessary Delete Button
  Removed the "Delete" button from the product page for products that cannot be deleted. This streamlines the interface and avoids confusion.
• AG-1706 Product Page - Conditional "Update Image" Button
  Adjusted the "Update Image" button to only appear when the product is unlocked. This prevents users from attempting to update images for locked products.
• AG-1712 Product Page - Location Labels Update
  Updated the labels on the product page for better clarity: changed "Warehouses Locations" to "Warehouse Locations" and "Trucks Locations" to "Truck Locations."

Enhancements: 

• AG-1672 Recurring Enhancements: - Delete Recurring Task Prompt
  Updated the recurring Enhancements: feature to prompt users with a "Delete Recurring Task" confirmation when deleting a recurring task. Users will now be given options to either delete only the current task or all recurring instances. (See screenshot for details.)
• AG-1682 Estimates and Parts Requests - Disabled Parts
  Implemented a restriction to prevent disabled parts from being requested or added to estimates. This ensures that only active and available parts can be included in estimates and part requests.

Enhancements: 

• AG-1671 Enhancements: - Recurring Enhancements: Update
  Updated the recurring Enhancements: functionality to include options for "Repeats every" Day, Week, Month, or Year. This enhancement, inspired by Google Enhancements:, allows users to set up recurring Enhancements: more flexibly and intuitively. (See details and screenshot for implementation.)
• AG-1674 Invoice 3319 Payment Issue
  Corrected an issue where Invoice 3319 was incorrectly showing as past due with no payments, despite an ACH payment being made and received. The invoice now accurately reflects the payment status.
• AG-1675 Estimate Totals Error
  Addressed a discrepancy where the estimate totals displayed incorrectly, despite the PDF showing the correct figures. The total calculations are now consistent with the PDF, ensuring accuracy in estimate summaries. (See attachment for detailed information.)

Enhancements:

• AG-1655 Align Assembled Products
  Aligned the display of assembled products to match the format of other product listings. This alignment ensures consistency across the product pages.
• AG-1664 Email - Email Preview Search Functionality
  Added a search bar to the email preview feature, allowing users to search for email addresses more efficiently. This improvement helps users quickly locate specific email addresses in the preview.
• AG-1668 Estimates - Edit Special Product Cost
  Introduced the ability to directly edit the cost of special products on the Estimate table. This feature allows for more convenient adjustments to product costs during the estimate editing process.
• AG-1669 Invoice Page - Remove "Old Version" Button
  Removed the "Old Version" button from the Invoice Page to simplify the interface and eliminate unnecessary options.
• AG-1670 Estimates - "Terms Days" Label Update
  Changed the label from "Terms Days" to "Terms" on the Estimates page for clarity and consistency. This update reflects a more straightforward description of payment terms.

Enhancements:

• AG-1659 Change Email Sending Process
  Updated the email sending process to improve efficiency. Emails will now be saved in the database first and then sent using a cron job. This change aims to streamline email management and reduce the risk of delivery issues.

Enhancements:

• AG-1660 Invoice Page - Misc Expense Dropdown Search Bar
  Added a search bar to the Misc Expense dropdown on the Invoice Page. This feature improves visibility and functionality, ensuring the search bar is now accessible and visible in Chrome browsers.
• AG-1661 Estimates - Customer Search Bar on Duplication
  Implemented a search bar for customers when duplicating estimates. This addition allows for easier selection of customers during the duplication process.
• AG-1662 Estimates - Location Search Bar on Duplication
  Added a search bar for locations when duplicating estimates. Users can now more efficiently select locations during the estimate duplication process.
• AG-1663 Dashboard - Service Orders Box Search Priority
  Improved the search functionality in the Service Orders box on the Dashboard. Searching by Service Order (SO) number will now prioritize results correctly, ensuring that SOs like 3654 are properly populated in search results.

Enhancements: 

• AG-1445 Estimates - Duplicate Documents
  Corrected an issue where sending an estimate a second time resulted in duplicate documents being attached to the email. The system now ensures that only the intended document is attached in follow-up emails.
• AG-1633 Bin Clickable in Transfer Log
  Added functionality to make bins clickable and selectable in the transfer log. Clicking on a bin will now provide more detailed information and facilitate better navigation.
• AG-1643 Estimates Page - Auto-Save Feature
  Implemented auto-save functionality for the Estimates Page, similar to the Invoice Page. This ensures that changes are automatically saved, reducing the risk of data loss.
• AG-1645 Invoice List Page - Default Display Issue
  Addressed a problem where the Invoice List Page was defaulting to display all invoices, causing performance issues. The page now efficiently handles invoice listings, improving load times.
• AG-1646 Display Options Issue Across Pages
  Fixed an issue where the "Display 10, 25, 50" options were not functioning for anyone except superadmins. These display options are now available and working for all users.
• AG-1647 Invoice Page - Reference Number Addition
  Added the reference number from the Service Order (SO) or Work Order (WO) to the Invoice view/edit page. This addition provides better context and tracking for invoices linked to specific orders.

Enhancements: 

• AG-1644 Service Orders - Phone Number Issue
  Addressed an issue where the phone number sometimes did not populate in service orders. The problem was identified and fixed, so the phone number now appears correctly without needing to remove and re-add the contact. (See Work Order 4561)
• AG-1648 Estimates - Term Days Label Change
  Updated the label "Term Days 15" to "Terms 15 (days)" for better clarity on the Estimates page.
• AG-1649 Estimates - Label Update
  Changed the label "Extra Info" to "Additional Info" on the Estimates page to provide a clearer description of the section.
• AG-1650 Estimates - Comment Label Change
  Modified the label "Private Comment" to "Internal Comment" in Estimates to better reflect its purpose.
• AG-1653 Estimates - PDF Preview Button Color
  Changed the PDF preview button color to yellow on the Estimates page, matching the color used on the Invoice page for consistency.
• AG-1654 Estimates - Duplicate Invoice Button Color
  Updated the color of the "Duplicate Invoice" button to purple on the Estimates page to make it more visually distinct.

Enhancements: 

• AG-1628 Sales Report - Invoice Report
  Added a new "Invoice Report" to the Sales Report section. This report provides detailed insights into invoice data, including amounts, dates, and statuses, enhancing reporting capabilities for sales and finance tracking.
• AG-1631 Office Calendar - Filter Creation and Saving
  Introduced the ability to create and save custom filters in the Office Calendar. Users can now customize their calendar views by setting and saving specific filters, improving the efficiency of task and schedule management.

Enhancements: 

• AG-1437 Warehouse - Bin Transfer Log
  Added a "Transfer Log" feature to the Warehouse Bin section. This log displays details about parts transfers, including the date, time, and user involved. It enhances tracking and accountability for parts movement.
• AG-1534 Sales Report - Profitability by Customer
  Implemented the "Profitability by Customer" report in web view only. This report allows users to analyze profitability metrics by customer directly from the web interface.

Enhancements:

• AG-1579 New Invoices Process - Material Section Behavior
  Updated the New Invoice Process to prevent the MATERIAL section from collapsing and shifting the page when adding products. The system now stays on the product section, allowing users to add products without page disruptions.
• AG-1591 Invoice Product Search Enhancements
  Added fields for Internal Part Number and Manufacturer Part Number to the product search within invoices. This enhancement improves the ability to locate and add products based on these additional identifiers.
• AG-1609 Credit Memo Page - Return to Invoice Button
  Added a "Return to Invoice" button on the credit memo page, allowing users to easily navigate back to the associated invoice for better workflow continuity.
• AG-1610 Payment Page - Return to Invoice Button
  Introduced a "Return to Invoice" button on the payment page, enabling users to quickly return to the related invoice. This feature streamlines the process of managing payments and invoices.

Enhancements:

• AG-1605 Service Orders - Task Technicians Display
  Updated the Service Orders task view to show only the technicians associated with the next task, rather than all technicians linked to the work order/service order. This makes it easier to focus on the relevant team members for upcoming Enhancements:.
• AG-1606 Time Logs Approval
  Resolved an issue preventing the approval of time logs for estimates. The system now allows for proper approval of time logs associated with estimates. Refer to the attached screenshot for further details.
• AG-1607 Invoices - Special Items Search and Sorting
  Added a search bar and alphabetized the list of special items on invoices. This feature enhances the ability to quickly find and sort special items, improving invoice management efficiency.
• AG-1608 Service Order - Parts Progress PDF Changes
  Made updates to the PDF format for Service Order Parts Progress. Details of the changes are documented separately, but they generally improve the clarity and presentation of the parts progress report.
• AG-1613 Credit Memos - Customer Page Tab
  Added a "Credit Memos" tab to the customer page, which lists all credit memos (both open and closed) associated with the customer. This makes it easier to track and manage credit memos.
• AG-1614 Credit Memos - Status Updates
  Implemented a status system where credit memos that have not been applied are marked as OPEN, and those that have been applied are marked as CLOSED. This ensures accurate tracking of credit memo usage.
• AG-1615 Customer Page - Credit Memos Accounting Section
  Added a new "Accounting" section to the customer page, positioned right above the QuickBooks section and below the “Terms” section. This addition improves visibility and management of accounting-related information.
• AG-1617 Credit Memos - Apply to Approved Invoices
  Enabled the ability to apply a credit memo to an invoice that has been APPROVED but not yet paid or is only partially paid. This allows for better handling of credits and invoice adjustments.
• AG-1618 Credit Memos - Restore Deleted Line Items
  Modified the system so that if a line item from a credit memo is deleted from an invoice, the credit amount is automatically added back to the customer’s account. This maintains accurate credit balances.
• AG-1619 Product Page - Product Locations Clickable
  Added functionality to the Product Page to allow clicking on the Service Order number associated with a product’s location. Clicking the number will open the related Service Order in a new tab, facilitating easier access and management.

Enhancements:

• AG-766 Invoices - Add Credit Memo Functionality
  Implemented the ability to add a credit memo to an invoice. This new feature allows users to attach credit memos directly to invoices for better management of adjustments and refunds.
• AG-1594 Report - Commissions Report Filtering
  Updated the Commissions Report to ensure it only displays results if the user is both the account representative and the creator of the estimate. This adjustment refines the report to include only relevant data for each user.

Enhancements: 

• AG-1601 Office Calendar - General Enhancements: Sizing
  Adjusted the size of GENERAL ENHANCEMENTS: (those without a specific time slot) on the Office Calendar to be smaller, closer to the size of 15 or 30-minute increments. This makes the calendar view more compact and easier to manage.
• AG-1602 Purchase Order List Page - Sorting by Headers
  Added the ability to sort the Purchase Order List Page by headers. This enhancement allows users to organize the list more efficiently by clicking on column headers.
• AG-1603 Service Order List Page - Column Order on Filter Save
  Updated the Service Order List Page to list columns in alphabetical order or from left to right when saving filters. This improvement provides a more organized and consistent view of saved filter settings.
• AG-1604 Service Order List Page - Additional Filter Options
  Enhanced the filter saving functionality on the Service Order List Page by adding "Follow up" date and "Assigned" to the popup options. Additionally, made "Assigned" a default column beside "Follow up" date, streamlining the filter setup process.

Enhancements: 

• AG-1578 Technician View - Service Orders Internal Comments
  Updated the internal comment field in the Technician View of Service Orders to match the format used in invoice "Comments." This ensures a consistent approach to internal comments across different views.
• AG-1586 Database Tables - Change to InnoDB
  Migrated database tables to the InnoDB storage engine. This change enhances database performance and reliability by supporting transactions, foreign keys, and improved crash recovery.
• AG-1587 Service Orders Dates - Automated Closed Date
  Modified the "Closed" date function for service orders to operate the same way as the "Opened" date. The "Closed" date will now be automatically set once the call is marked as closed, streamlining the process.

Enhancements: 

• AG-564 Reception Note - Source/Order Number
  Added the source/order number to the details in the reception note, indicating the part’s reservation origin.
• AG-872 Estimates - Email Preview
  Updated the email preview for estimates to display only the billing contact email addresses, ensuring that only relevant contact details are shown.
• AG-1516 Create NEW Organization
  Added a new organization, Paznic AKA, to AGENT. This expands the organization database and enhances operational management.
• AG-1530 Invoices - Customer Pricing Issue
  Fixed an issue where the labor price for Ashley Home ($120) was not auto-populating on the invoice. The correct labor price will now be automatically filled in.
• AG-1531 Open SO/WO in New Tab
  Implemented functionality to open service orders and work orders in a new tab when clicking on their descriptions. This allows for easier navigation and multitasking.
• AG-1532 Make Service Location Clickable
  Made the service location field clickable/selectable. Clicking on it will open relevant details in a new tab.
• AG-1533 Rename "Serial Number" to "Invoice Number"
  Changed the label "Serial Number" to "Invoice Number" to better reflect its purpose on the invoice page.
• AG-1536 to AG-1549 Make Various Fields Clickable
  Enabled clickable/selectable functionality for various fields including locations, customers, products, and warehouses. Each selected item will now open in a new tab for easier access and management.
• AG-1552 Make Customer (Bill To) Clickable
  Made the "Bill To" customer field clickable, allowing users to view customer details in a new tab.
• AG-1556 Stock Page - Warehouse Listing
  Updated the stock page to list warehouses in alphabetical order across the top, improving navigation and organization.
• AG-1557 Make Bin Clickable
  Enabled the bin field to be clickable/selectable, allowing users to view bin details in a new tab.
• AG-1559 Make Company Clickable
  Made the company field clickable, allowing for quick access to company details in a new tab.
• AG-1560 Make Product Clickable
  Enabled the product field to be clickable, providing users with a detailed view of the product in a new tab.
• AG-1561 Make Customer Clickable
  Made the customer field clickable/selectable, allowing users to open customer details in a new tab.
• AG-1562 Make Invoice Number Clickable
  Enabled the invoice number field to be clickable, allowing users to view invoice details in a new tab.
• AG-1564 to AG-1567 Make Various Fields Clickable
  Added clickable/selectable functionality to additional fields including locations and account names, ensuring they open in new tabs for enhanced user experience.

Enhancements:

• AG-1463 Service Orders - Staging Tab Parts Progress
  Updated the Service Orders Staging Tab to ensure the top row freezes when scrolling through parts. This enhancement improves navigation and helps users keep track of part progress more easily.
• AG-1525 Estimates - Assemblies Quantity Precision
  Enabled the system to handle quantities with fractional values (e.g., .25, .50, .75) when adding assemblies to estimates. This allows for more precise quantity entries.
• AG-1528 Invoice Log - Add Comments
  Added the capability to include invoice "comments" in the invoice log. This update provides more detailed tracking and context for each invoice.
• AG-1572 Return to Invoice Button
  Introduced a "Return to Invoice" button at checkout, allowing users to quickly navigate back to the invoice page for easier review and management.

Enhancements: 

• AG-1494 Stripe Payments - ACH Payment Entry
  Added the capability to enter both ACH auto and manual payments for Stripe transactions. This enhancement allows for more comprehensive payment processing and tracking through ACH methods.

Enhancements: 

• AG-1510 Recurring Invoices - Invoice Number Discrepancies
  Addressed an issue with discrepancies between recurring invoice numbers and the invoices being generated. Details have been reviewed and updated to ensure consistency and accuracy in recurring invoice numbering.
• AG-1518 Recurring Invoices - Autopay Payment Info
  Added functionality to allow users to add or edit payment information when "Autopay" is selected while creating or editing a recurring invoice. This ensures that payment details can be updated as needed for recurring billing.
• AG-1519 Stripe Payments - Office and Customer Payments
  Implemented enhancements related to Stripe payments for both office and customer transactions. See detailed notes for specifics on how payments are processed and managed through Stripe.

Enhancements:

• AG-1474 Payments List Page - Enhanced Search Bar
  Updated the search bar on the Payments list page to allow searches by payment ID, reference number, and invoice number. This makes it easier to locate specific payments.
• AG-1517 Recurring Invoice List Page - Terminology Change
  Changed the label "Due date days" to "Terms" on the Recurring Invoice List page. This update clarifies the terms of payment and aligns with standard terminology.
• AG-1520 New Invoice Page - Label Change
  Renamed "Extra Info" to "Accounting" on the New Invoice page. This adjustment makes the purpose of the section clearer and more relevant to accounting details.
• AG-1521 Invoice Page - Default to Locked
  Modified the invoice page to default to a locked state when returning to an invoice that is editable. This ensures that invoices are protected by default, preventing accidental changes.

Enhancements: 

• AG-1459 New Invoice Page - Lock Button Issue
  Resolved an issue where the lock button did not lock the invoice properly. Invoices will now be locked by default when returned to an editable state.
• AG-1460 Service/Work Orders - Invoice Notification
  Added a notification system that alerts users if an invoice already exists for a service order when creating a new invoice. Users are prompted to confirm if they wish to create another invoice.
• AG-1476 Search Logs for Service Orders
  Implemented a feature to search logs specifically for service orders. This allows for easier tracking and management of service order activities.
• AG-1477 Search Logs for Invoices
  Added the capability to search logs for invoices. Users can now find and review invoice-related activities more efficiently.
• AG-1489 Service Orders - Invoice Warning Text
  Changed the warning message for existing invoices on service orders to red text: "An Invoice exists for this Service Order. Would you like to create another Invoice?" This makes the alert more noticeable.
• AG-1490 Invoices - Direct Navigation
  Updated the process for creating invoices for service orders without an existing invoice. The system will now go straight to the invoice creation page without an intermediate message.
• AG-1492 Payments & Notification Emails
  Implemented updates related to payment notifications and details. See specifics for more information.
• AG-1493 Stripe Payments - Store Payment Info
  Added a feature to store payment information, including the last 4 digits of the card or account number, for Stripe payments. This improves record-keeping and transaction management.
• AG-1495 Payment - PDF Update
  Made updates to the Payment PDF format. Details are provided separately.
• AG-1496 Payment Confirmation Email
  Configured the system to send a confirmation email to billing@dplus.us when a payment is made for invoice 2454, including the payment PDF as an attachment. The recipient email address is now editable by the superadmin.
• AG-1502 New Invoice Process - "See Work Order" Button
  Updated the "See Work Order" button to open in a new tab by default. This improves usability by allowing users to view related work orders without leaving the invoice page.
• AG-1504 Payment PDF - Changes
  Made changes to the Payment PDF format. Refer to detailed notes for specifics.
• AG-1508 Recurring Invoices PDF - Remove Frequency Section
  Removed the "frequency" section from the Recurring Invoices PDF. This simplifies the document and focuses on key information.
• AG-1509 Recurring Invoices PDF - Remove Invoice Name
  Removed the "Name" field of the invoice from the Recurring Invoices PDF. This update streamlines the document presentation.

Enhancements:

• AG-1420 Customer Portal - Location-Level Permissions
  Added the capability to create and limit permissions at the location level in the customer portal. Users can now be granted or restricted access to see or edit details specific to their location only.
• AG-1433 Parts Requests - Accept Button Visibility
  Fixed an issue where the "Accept" button on the Parts Requests page was not displaying unless the requested value was changed. The button now appears correctly, allowing users to accept requests more easily.
• AG-1435 Service Order Page - Invoice Tab
  Added a feature to the Service Order page’s Invoice Tab that allows users to click or tap on invoice numbers. This enhancement improves navigation and access to invoice details directly from the service order.
• AG-1436 Service Order - Quick Part Transfer
  Updated the Quick Part Transfer process to grey out all RED fields after initially pressing "Quick Part Transfer." This change clarifies that the first step is to use "Product Search," preventing users from filling out fields prematurely.
• AG-1439 Office Calendar - Task Completion
  Implemented a feature to mark Enhancements: as complete directly from the office calendar. This update simplifies task management and tracking without needing to navigate away from the calendar.
• AG-1440 Service Orders - Transfer Selected Dropdown Search
  Added a search functionality to the dropdown menu for transferring selected service orders. This improvement helps users quickly find and select the appropriate service orders.
• AG-1441 Credit Card Payments - Auto Receipt
  Introduced an auto receipt feature for manual credit card payments. Users will now receive a confirmation receipt automatically when a manual payment is entered, improving record-keeping and transparency.
• AG-1443 Service Order List Page - Customer Display in Excel Export
  Fixed an issue where the customer information was not appearing in the Excel export of the Service Order List page. Customers will now be displayed correctly in exported reports.
• AG-1444 Purchase Order - PO 1497 Issue
  Resolved an issue where Purchase Order 1497 was stuck in a partially received state. The PO will now properly update its status and complete the receiving process.
• AG-1446 Estimates - Product Details Enhancement
  Added an "i" icon at the end of each product line in estimates to display additional details such as manufacturer, description, image, and other relevant information. This update provides more comprehensive product information.
• AG-1447 Estimates - Manufacturer Filter
  Added a "Manufacturer" filter to the product search when adding products to an estimate. This feature helps users find products more efficiently based on the manufacturer.
• AG-1448 Products - Assembly Search Enhancement
  Enhanced the product search functionality for creating assemblies by adding the same search options as the "Estimate" popup. Users can now search by MPN, Manufacturer, and Internal Part Number for easier assembly creation.
• AG-1449 Enhancements: - Service Orders & Office Calendar User Search
  Added the ability to search for users when adding Enhancements: to service orders and the office calendar. This feature streamlines task assignment and management by allowing users to quickly locate and select the appropriate person.

Enhancements:

• AG-1428 Invoices: Edit Invoice Comment
  Added a new feature allowing users to edit comments on invoices. This update provides more flexibility in updating invoice details after creation.
• AG-1429 Work Order: Mandatory Start Date Field
  Introduced a "Start Date" field under the "Estimate" link, which is now required when converting an estimate into a work order. This ensures that all work orders have a start date for better scheduling and tracking.
• AG-1432 Parts Requests Page: User Name Search
  Added a search functionality on the Parts Requests page to find requests by user name. This enhancement makes it easier to locate and manage parts requests associated with specific users.

Enhancements: 

• AG-1232 AUTO-SAVE for Invoices
  Updated the invoicing page to include an AUTO-SAVE feature, similar to the one used for service orders. This will help prevent loss of data while editing invoices.
• AG-1414 Quickbooks Integration
  Implemented a feature to post invoices from locations in AGENT to their respective sub-accounts in Quickbooks. This improves the accuracy of financial tracking.
• AG-1415 Manual Email Address Issue
  Fixed a problem where manual email addresses were not populating correctly in late payment reminder emails. You can now enter and use manual email addresses without issues.
• AG-1416 Invoice Status Updates
  Modified the system to prevent the invoice status from changing to "Sent" if an email preview is used or sent while the status is "Late notice sent, reminder sent, past due."
• AG-1424 Mobile Tech Task Comments
  Updated the "Today's Task" page on mobile to display the full comments from Enhancements: instead of just a brief description. This provides more detailed information for users.
• AG-1427 Location Page Inventory Tab
  Added a feature to the inventory tab on the location page, allowing users to track parts used, including the date and SO number. This enhances inventory management.
• AG-1457 New Invoice Design
  Introduced a new design for creating invoices based on WS Orders. This feature streamlines the invoice creation process, making it easier to generate invoices from work orders.

Enhancements:

• AG-1442 Dashboard: Corrected the display issue for "Today's Enhancements:."
  Previously, the dashboard showed an incorrect number of Enhancements: by listing all incomplete Enhancements: rather than just those due for the current day. The update ensures that only Enhancements: scheduled for today are displayed, providing a more accurate and manageable view of daily priorities.

Enhancements:

• AG-1384 Service/Work Orders: Customer Portal Notes
  Implement changes to how customer portal notes are handled in service and work orders. Details on this task are required for full implementation.
• AG-1413 Dashboard: Update "Enhancements:" Label
  Change the "Enhancements:" label on the dashboard to "Today's Enhancements:" to clarify that the Enhancements: displayed are specific to the current day.

Enhancements:

• AG-1371 Users: Add "Tasks" Section
  Add a "Tasks" section to the user page to allow visibility of tasks assigned to each user. This will improve task management and tracking.
• AG-1372 User Page: Add Filter for New Task Section
  Add filters to the new task section on the user page to differentiate between new and completed tasks, improving task management.
• AG-1398 Settings - Filters Permission
  Add the ability to edit/delete filters in settings, as Kim currently cannot modify or add new filters.
• AG-1405 Warehouse Bins - Print
  Add functionality to print details of warehouse bins, including warehouse and truck bins, to facilitate better record-keeping and inventory management.
• AG-1406 Customer Page: Add "Customer" Label
  Add a "Customer" label to the Customer Page to enhance clarity and navigation.
• AG-1407 Location Page: Add "Location" Label
  Add a "Location" label to the Location Page to improve user experience and page organization.
• AG-1408 Mobile Tech - Parts Requests: Add Filters
  Implement filters on the parts requests page for the mobile tech interface to streamline search and management of parts requests.
• AG-1409 Mobile Tech - Parts Requests: Add Search Bar
  Add a search bar to the parts requests page in the mobile tech interface to facilitate finding specific requests quickly.
• AG-1410 Mobile Tech - Dashboard Update
  Update the dashboard for mobile tech to enhance its usability and functionality.
• AG-1411 Unapproved Time Log Report
  Change the green line to red and label it as "Unapproved" on the Unapproved Time Log Report to align with the time sheet format and improve clarity.

Enhancements:

• AG-1382 Recurring Tasks - Change Format
  Update the format for recurring tasks to improve clarity and usability.
• AG-1385 Dashboard - Service and Work Order Card: Search Capability
  Add the ability to search for all service and work orders within the dashboard card for better navigation and management.
• AG-1386 Estimates - Auto Attach Files to Emails
  When sending an estimate, ensure that all associated files are automatically attached to the email. This streamlines the process and ensures that all necessary documents are included.

Enhancements:

• AG-1379 Report: Unapproved Time Logs and Expenses
  Create a report for unapproved time logs and reimbursable expenses with filter options similar to the "Approved" version to manage and review pending items.
• AG-1393 Estimate Acceptance Notification
  When an estimate is accepted by the customer, the estimate creator should receive a notification and email. This ensures the creator is aware of the status change.
• AG-1394 Tasks - Technician Day View
  Replace "Brief Description" with "Enhancements:......" in the Technician Day View to provide a clearer and more detailed task description.
• AG-1397 Service Order List Page Filter
  Add the ability to filter unassigned service orders on the Service Order List page to streamline the management and assignment process.

Enhancements:

• AG-1377 Office Calendar: Sticky User Names
  Added a feature to the Office Calendar where user names remain visible as you scroll through tasks. This improves navigation and usability within the calendar.

Enhancements:

• AG-1373 Products: Add Default "Sell Price"
  Implemented a default "Sell Price" for products. This will streamline the pricing setup process and ensure that all products have a baseline price value.
• AG-1374 Products: Fix Special Pricing Issue
  Addressed the issue where special pricing for specific items was not working correctly. This fix ensures that special prices are applied as intended for eligible products.
• AG-1375 User Page: Switch to New Design
  Updated the User page to the new design. This involves changes based on the provided details and testing requirements to enhance usability and modernize the interface.

Enhancements:

• AG-497 Expense: Add Search and Location Name in Dropdown
  Enhanced the dropdown for moving expenses to include a search feature and to display location names along with order numbers. This facilitates easier navigation and selection.
• AG-1355 Reception Note - Bin Dropdown: Alphabetical Order
  Updated the bin dropdown in Reception Notes to display bins, RB, SB, and Stock bins in alphabetical order, starting with SB1-M01. This improves the organization and usability of the dropdown menu.
• AG-1365 Estimates: Line Item Product Comments Transfer
  Implemented functionality to ensure that line item product comments in estimates are carried over to Work Orders (WO) and invoices. This maintains consistency and completeness of information throughout the process.
• AG-1367 Customers + Locations + All Contacts: Standardize Phone Number Format
  Updated the phone number format across Customers, Locations, and Contacts to follow a uniform format: (205) 123-4567. This ensures consistency and improves data uniformity.
• AG-1368 Locations: Make Service Zone a Mandatory Field
  Changed the Locations page to require the Service Zone field as mandatory. This ensures that all locations have a designated service zone for better management and organization.
• AG-1369 Service Orders: Show Deleted Tasks in Log
  Added functionality to display deleted tasks in the Service Order log. This provides a complete history of tasks and their status changes for better tracking and auditing.
• AG-1370 Enhancements: Ability to Mark Tasks as Complete for Other Users
  Implemented the ability for users with appropriate permissions to mark tasks as complete for other users. This feature enhances task management and allows for more flexible workflow control.

Enhancements:

• AG-1291 Redirect User to Invoice-View Page After Payment
  Implemented a redirect to the invoice-view page after a payment has been made for an invoice. This ensures users are directed to the correct page to view payment details.
• AG-1354 Purchase Orders: Email Format for Sending POs
  Updated the email format for sending Purchase Orders to include TO, CC, and BCC fields as specified in the attachments. This ensures proper email distribution.
• AG-1356 Customer Page - Pricing Tab: Custom Pricing Product Sale Price Issue
  Fixed the issue where adding a custom pricing product with a $0 sale price was not allowed. The system now accepts a sale price of $0 without requiring a minimum dollar value.
• AG-1359 Office Calendar - Appointment Task Display
  Replaced the red "!" with a header for appointment tasks in the Office Calendar, as detailed in the attachment. This improves visual clarity and user experience.
• AG-1360 Technician - Task View & Service Order View: Appointment View Tweaks
  Made adjustments to the "Appointment" view for technicians in both Task and Service Order views, based on the provided attachments. This enhances the appointment display and usability.
• AG-1361 Purchase Order - Alt Address
  Implemented changes to the Purchase Order page to accommodate alternate addresses, as detailed in the attachments and specifications from Kim.

Enhancements:

• AG-1337 Tasks - Office Calendar & Service Orders: "Appointment"
  Implemented functionality for managing appointments in both the Office Calendar and Service Orders, enhancing scheduling and task management. (Details to be provided based on specific requirements.)
• AG-1338 Invoices - View Page: Add "Comment" Section
  Added a "Comment" section between "Payments" and "Log" on the Invoice View Page. This section functions similarly to the comment section in Jira for additional notes.
• AG-1339 Invoice Edit and View Page: Make Billing Notes Section VIEW ONLY
  Changed the billing notes section to be view-only on the Invoice Edit and View pages. Billing notes must now be edited on the Customer Page.
• AG-1340 Service Orders: Automatically Add Technician When Adding a Task
  Implemented functionality to automatically assign the technician to the Service Order/Work Order when a task is added for them, streamlining task assignment.
• AG-1341 Products: Error When Editing a Labor Product
  Resolved the error that occurred when editing a labor product, which required a category and MPN. The system now allows edits without these fields when appropriate.
• AG-1342 Location Page: Info Note Does Not Save
  Fixed the issue where info notes on the Location Page were not saving correctly. Notes are now properly saved and retained.
• AG-1343 Invoice Edit Page: Make Products Selectable and Open in New Window
  Enhanced the Invoice Edit Page by making products selectable and allowing them to open in a new tab for detailed view and editing.
• AG-1344 Expense List Page: Add Search Functionality
  Added a search feature to the Expense List Page to improve the ability to find and filter expenses.
• AG-1349 Product Page - Product Locations: Make Warehouse and Bin Selectable in a New Tab
  Updated the Product Locations section on the Product Page to allow warehouses and bins to be selectable and open in new tabs for easier navigation.
• AG-1350 Invoice Edit Page: "Location" Dropdown Should Not Be Editable When Creating an Invoice from an SO
  Made the "Location" dropdown on the Invoice Edit Page non-editable when creating an invoice from a Service Order, ensuring consistency and accuracy.

Enhancements:

• AG-1307 Email Template/Rules for Auto-Pay Receipts
  Implement email templates and rules for auto-pay receipts to enhance the automatic handling of payment notifications. This involves configuring email content and recipient rules to ensure proper communication.
• AG-1313 PO - When Generating PO for WO 2605 There Are Duplicated Products
  Fixed the issue of duplicated products in Purchase Orders generated for Work Order 2605. Ensured that each product is listed correctly without duplication.

Enhancements:

• AG-1320 Purchase Order: When Adding Products, Add the Ability to Search Vendor Part Number (When Generating PO from Work Order)
  Implemented a search functionality for vendor part numbers when adding products to a Purchase Order generated from a Work Order. This feature helps in quickly locating the correct vendor part numbers.
• AG-1321 Customer Page - Location Tab: When Clicking Location, Have It Open in a New Tab
  Modified the Customer Page so that clicking on a location opens it in a new tab, improving navigation and multitasking efficiency.
• AG-1322 Customer Page - Pricing Tab: Make Products Selectable in a New Tab
  Enabled the ability to select products in the Pricing tab on the Customer Page, with the selected products opening in a new tab for detailed viewing.
• AG-1323 Location Page: Add Ability to Attach Files
  Added functionality to the Location Page to allow users to attach files, enhancing the page’s capability for managing related documents.
• AG-1324 Location Page - Estimates Tab: Add Ability to Select Estimate Number and Open in a New Tab
  Implemented the ability to select an estimate number in the Estimates tab on the Location Page and have it open in a new tab for detailed review.
• AG-1325 Customer Page - Estimates Tab: Add Ability to Search Estimates by Estimate Number, Location Name, or Description, Created By
  Added search functionality to the Estimates tab on the Customer Page, allowing users to filter estimates by number, location name, description, or creator.
• AG-1326 Location Page - Estimates Tab: Add Ability to Search Estimates by Estimate Number, Location Name, or Description, Created By
  Implemented search capabilities on the Estimates tab of the Location Page, enabling users to search by estimate number, location name, description, or creator.
• AG-1327 Invoice Edit Page: Add Billing Notes Section - Copy Billing Notes Section from the Customer Page
  Added a billing notes section to the Invoice Edit Page, copying the format from the Customer Page to ensure consistency in billing notes management.

Enhancements:

• AG-1304 Office View - Service Orders - Parts Staged: Add Ability to Select Multiple Products or ALL and Transfer Selected to a Different Location (Truck, RB, SB)
  Implemented a feature in the Office View for Service Orders that allows users to select multiple or all products within the "Parts Staged" section and transfer them to a different location, such as Truck, RB (Return Bin), or SB (Staging Bin). This addition mirrors the functionality available in the Technician View, enhancing consistency and usability across different user roles.
• AG-1305 Office View - Service Orders - Parts Used: Add Ability to Select Multiple Products or ALL and Transfer Selected to a Different Location (Truck, RB, SB)
  Similar to the "Parts Staged" update, this task adds functionality to the Office View, allowing users to select and transfer multiple or all products in the "Parts Used" section to other locations. This update improves the efficiency of office staff in managing parts during service orders.
• AG-1306 Office View - Service Orders: Add Ability to Release Products from a SO/WO with a Button or Checkbox
  Added the ability for office users to release products from a Service Order (SO) or Work Order (WO) using a dedicated button or checkbox. This feature provides greater control over inventory management and helps ensure that products are only allocated to orders when necessary, reducing the risk of over-allocation.

Enhancements:

• AG-1298 Technician - Service Orders - Parts Staged: Add Ability to Select Multiple Products or ALL and Transfer Selected to a Different Location (Truck, RB, SB)
  Implemented a feature allowing technicians to select multiple products or all products within the "Parts Staged" section and transfer them to a different location, such as Truck, RB (Return Bin), or SB (Staging Bin). This improvement enhances the flexibility and speed of managing parts in the field.
• AG-1299 Technician - Service Orders - Parts Used: Add Ability to Select Multiple Products or ALL and Transfer Selected to a Different Location (Truck, RB, SB)
  Similar to the "Parts Staged" update, this task adds functionality for technicians to select and transfer multiple or all products in the "Parts Used" section to other locations. This change streamlines the parts management process during service orders.
• AG-1301 Stock - Buffer Stock: Issue Parts Request or Report for Low Stock Items
  Introduced a system where if the buffer stock for an item is set and falls below the specified level, the system either automatically issues a parts request or generates a report listing low stock items. This helps in maintaining adequate stock levels and reduces the risk of stockouts.
• AG-1302 Products List Page: Add Filter for Product Categories
  Added a filter to the Products List Page that allows users to filter products by categories. This feature simplifies product management by enabling users to view and manage products within specific categories.
• AG-1303 Product List Page: Display Total Quantity in Stock in Column
  Updated the Product List Page to display the total quantity of each product in stock within a dedicated column. This provides users with immediate visibility into inventory levels, aiding in stock management and decision-making.

Enhancements:

• AG-1284 Stripe Payment: Add Ability for Employees to Enter Manual Payments from Customers
  Implemented a feature allowing employees to enter manual payments from customers through Stripe. This enables employees to process payments directly, providing flexibility in handling customer transactions.
• AG-1286 Bins, Product Page, SO Quick Transfers: Add Ability to Search Service Orders and Stock Bins
  Added search functionality for service orders and stock bins across the bins, product page, and SO quick transfers. This improvement enhances navigation and efficiency by allowing users to quickly find the service orders and stock bins they need.
• AG-1288 Redirect User to Invoice-View Page After a Successful Stripe Payment
  Updated the user experience to automatically redirect users to the invoice-view page after a successful payment via Stripe. This ensures that users can immediately see the payment confirmation and details without needing to navigate manually.
• AG-1289 Display Requested Bin in "Requested" Column on Parts Progress Beside the Qty
  Enhanced the Parts Progress section by adding the requested bin information in the "Requested" column next to the quantity. This provides clearer visibility of where parts are expected to be staged, improving inventory management and part allocation processes.

Enhancements:

• AG-603 Service & Work Orders: Add "On Site" Bin to Staging for Every Order
  Added an "On Site" bin to the staging area for every service or work order. This allows technicians and admin users to move products between the "On Site" bin, truck, staging bins, and parts used, providing greater flexibility in managing parts on-site.
• AG-1285 Stripe Payments: Add Ability to Add Auto Payments for Recurring Invoices
  Implemented the feature to allow auto payments for recurring invoices through Stripe. Customers can now set up automatic payments for their recurring invoices, ensuring timely payments without manual intervention.
• AG-1294 Documents - Invoices, Estimates, Service Orders: When Downloading - the File Should Have the Name/Number of the Document
  Updated the document download functionality so that the downloaded file names now include the name and number of the document. For example, an invoice will be downloaded as "Invoice 1628" and a service order as "Service Order 2458".
• AG-1295 Service Order Page: Add Ability to Select Product in "Parts Progress" Section
  Added the ability to select products within the "Parts Progress" section on the Service Order page. This enhancement allows users to interact with and manage specific parts more effectively within the service order workflow.
• AG-1300 Customers - Contacts: Volkan Can't See Contacts at the Customer Level
  Addressed the issue where the user "Volkan" was unable to see contacts at the customer level. This issue has been fixed, and the contacts are now visible to the user as intended.

Enhancements:

• AG-1238 Payment System: Stripe Payment Integration with AGENT
  Integrated Stripe as a payment gateway with the AGENT system. This includes setting up the necessary backend processes and providing instructions for testing to ensure smooth transactions.
• AG-1259 Purchase Orders - Requesting from Stock: Add Ability to Request from a Specific Warehouse/Bin
  Enhanced the purchase order system to allow users to request parts from a specific warehouse or bin. The requested bin is now displayed in the "Requested" column on the parts progress page, beside the quantity.
• AG-1270 Payment Reminder - Email: Send Email to the Same Recipients as the Original Invoice
  Updated the payment reminder email functionality to ensure that reminders are sent to the same recipients (To, Cc, Bcc) as the original invoice, maintaining consistent communication.
• AG-1271 Late Payment Notice - Email: Send Email to the Same Recipients as the Original Invoice
  Similar to payment reminders, late payment notices will now be sent to the same recipients as the original invoice, ensuring continuity in communication.
• AG-1272 Invoicing - Expenses: Ensure Expense Price Populates on Invoice
  Fixed the issue where the price of selected expenses was not populating on the invoice. Expenses now correctly reflect their prices when added to an invoice.
• AG-1274 Service Orders - Parts Staged, Used, Progress: Add Search by Name, MPN, IPN, Description
  Added search functionality to the Service Orders section, allowing users to search for parts by name, Manufacturer Part Number (MPN), Internal Part Number (IPN), or description, making it easier to find specific parts.
• AG-1278 Product Page - Location: Add Ability to Search for Bin
  Implemented a search feature on the Product Page that allows users to search for specific bins, improving navigation and inventory management.
• AG-1287 Show Actual Error Messages for Failed Transactions When Paying with Stripe
  Enhanced the Stripe payment integration to display detailed error messages when a transaction fails, helping users understand and resolve payment issues more effectively.

Enhancements:

• AG-1261 Technician - My Truck: Add Ability to Search Truck Stock by MPN and Internal Part Number
  Implemented a search feature in the "My Truck" view for technicians, allowing them to search their truck stock by Manufacturer Part Number (MPN) and Internal Part Number, improving inventory management on the go.
• AG-1262 Reception Notes: Add the Ability to DELETE an RN Draft with No Products Saved
  Added functionality to delete Reception Note drafts that have no products saved, similar to how invoice drafts can be deleted, ensuring a cleaner and more organized workflow.
• AG-1264 Service Orders - Quick Transfer: Suggest Staging Bin Already Reserved for the Ticket
  Enhanced the Quick Transfer process in Service Orders by automatically suggesting the staging bin that is already reserved for the ticket, streamlining the transfer process.
• AG-1265 Stock/Staging/Return Bin: Add Ability to Transfer Product Directly from Any Bin
  Introduced the ability to transfer products directly from any stock, staging, or return bin, providing greater flexibility and efficiency in inventory management.
• AG-1266 Bins: Make Product Selectable in a New Tab
  Updated the bins functionality to allow products within bins to be selectable in a new tab, enabling easier navigation and detailed product management.
• AG-1267 Bins: Add MPN and IPN to Products Inside of Bins
  Added Manufacturer Part Number (MPN) and Internal Part Number (IPN) details to products inside of bins, providing clearer identification and tracking.
• AG-1268 Bins: Prevent Creation of Bins with the Same Name
  Implemented a restriction to prevent users from creating bins with duplicate names within the same warehouse, reducing confusion and errors in inventory management.
• AG-1273 Warehouse Bins Page: Make Order Number Selectable
  Updated the Warehouse Bins page to make order numbers selectable, allowing users to easily navigate to associated orders for more detailed information.

Enhancements:

• AG-1237 Emails: Receive Notification When Email Fails to Send
  Implemented a feature to receive notifications when an email fails to send, ensuring better tracking and follow-up on email communications.
• AG-1239 Products - Special Products: Add Ability to Add Special Pricing for Special Products at the Customer Level
  Added functionality to apply special pricing for special products at the customer level, allowing for more customized pricing options.
• AG-1240 Recurring Invoices: Add Ability to Include Special Products in a Recurring Invoice
  Enhanced recurring invoices by adding the ability to include special products, making it easier to automate billing for these items.
• AG-1241 Recurring Invoices: Add PDF Preview/Download Option
  Introduced a feature that allows users to preview and download PDFs of recurring invoices, improving invoice management and verification.
• AG-1242 Recurring Invoices: Add the Ability to "Print" Recurring Invoices Using the Same Method as Standard Invoices
  Added the option to print recurring invoices using the same method as standard invoices, providing consistency across invoice types.
• AG-1246 Invoices - Invoice Email Preview: Display Only Billing Contacts When Sending an Invoice
  Updated the invoice email preview to display only billing contacts, streamlining the process and reducing confusion.
• AG-1248 Service Order List Page: Add "Reference Number" as an Optional Column
  Added the "Reference Number" as an optional column on the service order list page, giving users more flexibility in how they view and organize orders.
• AG-1249 Parts Requests: Change Status to "Transferred" When Product Is Moved to Staging Bin
  Modified the parts request process so that when a requested product is transferred to a staging bin, the status automatically changes to "Transferred."
• AG-1250 Purchase Orders: Prevent Previously Transferred/Ordered Products from Auto-Populating on New POs
  Implemented a change to prevent products that have already been transferred or ordered from auto-populating when creating new purchase orders, reducing redundancy.

Enhancements:

• AG-1252 Invoice View Page: Add Comments - Private and Public
  Added functionality to the Invoice View Page allowing users to add both private and public comments, improving communication and record-keeping.
• AG-1254 Invoices Page: Add Ability to Search Customer Dropdown
  Implemented a search feature in the customer dropdown on the Invoices page, making it easier to find and select customers.
• AG-1255 Technician View - Service Order Cards: Add Parts Icons (Bin, Truck, Used)
  Enhanced the Service Order cards in Technician View by adding parts icons for Bin, Truck, and Used, similar to the SO List Page, providing clearer parts management.
• AG-1256 Purchase Order View Page: Add MPN and Internal Part Number to Products
  Added Manufacturer Part Number (MPN) and Internal Part Number fields to products on the Purchase Order View Page for better product identification and tracking.
• AG-1257 Service Orders - Staging Tab - Parts Progress Card: Add MPN and Internal Part Number for Products
  Updated the Parts Progress card in the Staging Tab of Service Orders to include MPN and Internal Part Numbers, enhancing inventory details.
• AG-1258 Service Orders - Staging Tab - Parts Progress Card: Add Staging Bin in ( ... ) for Staged Parts
  Improved the Staging Tab by displaying the staging bin in parentheses in the "Staged" column for parts that are staged, aiding in inventory tracking.
• AG-1260 Technician - My Truck: Display MPN and Internal Part Number for Products
  Modified the "My Truck" view for technicians to display the MPN and Internal Part Number for products, improving parts identification and management in the field.

Enhancements:

• AG-1226 Purchase Order - View Page: Make Product Selectable in a New Tab
  Added functionality to make products selectable in a new tab on the purchase order view page, enhancing user navigation and selection.
• AG-1233 Service Orders - Recurring Enhancements: Add Ability to Add Recurring Tasks Directly from the SO
  Implemented the ability to add recurring tasks directly from the service order, similar to the office calendar, streamlining task management.
• AG-1234 Time Logs: Time Logs Should Default to the Person Entering the Time
  Updated the time logs feature to default to the person entering the time, correcting the issue where the default was set to a specific user (Adam).
• AG-1235 Purchase Orders: PO 1516 Is Stuck in Partially Received
  Fixed an issue where purchase order 1516 was stuck in a partially received state. The PO status now updates correctly.

Enhancements:

• AG-913 Service Order - Time Logs: Add Ability to Write an Internal Comment When Entering a Time Log
  Added a feature to write internal comments when entering a time log in service orders, allowing for additional notes and details.
• AG-1208 Service Orders: Add Ability to Duplicate a Service Order to the Same or Different Location/Customer
  Implemented functionality to duplicate service orders, enabling users to create copies for the same or different locations/customers.
• AG-1213 Products Page: Add "Purchase Order" Sections/Card to Display Related Purchase Orders
  Added a "Purchase Order" section/card to the products page to display purchase orders related to each product, improving visibility and management.
• AG-1216 Service/Work Orders - Parts Staged - Parts Progress Card - PDF Print: Add Bin Number in Parentheses Beside Qty
  Updated the PDF print for the Parts Progress Card under "Staged" to include the bin number in parentheses next to the quantity, providing clearer inventory details.
• AG-1217 Reception Note - Reception Note Products Details Section: Make Bin Selectable in a New Tab
  Modified the reception note products details section to allow bin selection in a new tab, facilitating easier and more accurate bin management.

Enhancements:

• AG-296 Service Orders: Add Ability to Create Recurring Service Orders
  Implemented functionality to create recurring service orders, streamlining the process for regular or scheduled maintenance tasks.
• AG-926 Invoices: Add Ability to Copy All Text from the Work Performed Box
  Enhanced the invoice creation process to allow copying all text from the “Work Performed” box, not just time logs, improving efficiency.
• AG-1156 Invoices - List Page: Add Ability to Search by Customer in Customer Field
  Added a search feature on the invoices list page to filter invoices by customer, facilitating easier lookup and management.
• AG-1206 Service Order - Staging Tab - Parts Used: Error When Moving Parts from Used to Staging - Office View
  Resolved an error that occurred when moving parts from "Used" to "Staging" in the office view of service orders. The process now functions correctly.
• AG-1207 Invoice List Page: Page Should Remember Last Settings, Filter, Position
  Updated the invoice list page to remember the last settings, filters, and position, providing a more consistent user experience.
• AG-1209 Purchase Orders: Add "Online Order" Checkbox When Creating a PO
  Added an "Online Order" checkbox to the purchase order creation process. When checked, the PO status changes to "Processing" after saving.
• AG-1210 Service Orders - Time Logs Tab: Add Search Ability to Dropdown When Moving Time Logs
  Implemented a search feature in the dropdown menu for moving time logs to another service order/work order, enhancing ease of use.
• AG-1211 Service Orders - Technician View: Add MPN and Internal Part Number to Parts Reserved, Used, and Requested
  Updated the technician view in service orders to display Manufacturer Part Numbers (MPN) and internal part numbers for parts reserved, used, and requested.
• AG-1212 Estimates: Change Email Format When Sending Estimates to New Format
  Adjusted the email format for sending estimates to match the new format used for invoices, including TO, CC, and BCC fields.

Enhancements:

• AG-1173 Purchase Order - List Page: Add Search Bar
  Implemented a search bar on the purchase order list page, allowing users to search by PO and SO numbers for easier navigation.
• AG-1175 Inventory - Warehouse - Stock - Transfers: Add Ability to Search Bins from Dropdown
  Added search functionality to the "From bin" and "To bin" dropdowns in stock transfers, enhancing bin selection.
• AG-1178 Service Orders - Return Bin: Add Ability to Add Multiple Items to a Return Bin Reserved for a SO
  Enabled adding multiple items to a return bin that is reserved for a service order, streamlining the process of handling return bins.
• AG-1179 Warehouses Bins: Make Parts Inside of Bin List View - Not Cards
  Changed the display of parts inside bins from cards to a list view, making it easier to view and manage parts.
• AG-1180 Warehouses Bins: Add Search
  Added a search function for warehouse bins, allowing users to quickly find specific bins.
• AG-1181 Parts Transfers - Warehouses Bins Dropdown: Bins Should Be Listed A-Z
  Updated the warehouse bins dropdown to list bins in alphabetical order, improving the ease of finding specific bins.
• AG-1182 Product Page - Product Locations Section: Add Ability to Transfer Items from Product Location List
  Added functionality to transfer items directly from the product location list, similar to the “Parts Staged” feature on a service order.
• AG-1189 Inventory - Parts Request - List Page: Add "Info" Button with Popup for Request Details
  Introduced an "Info" button on the parts request list page that opens a popup to view all request details, including comments.
• AG-1191 Inventory - Reception Notes List Page: "Created By" Column Should Display User's Name
  Modified the reception notes list page to display the name of the user who created the reception note in the "Created By" column.
• AG-1193 Parts Request: When Accepting/Transferring a Parts Request - System Should Populate the Requested Quantity
  Ensured that the system populates the quantity requested when accepting or transferring a parts request.
• AG-1194 Warehouse - Bins: Add Limitations - Prevent Creating Bins with the Same Name in the Same Warehouse
  Implemented a restriction to prevent the creation of bins with identical names within the same warehouse, avoiding naming conflicts.
• AG-1195 Purchase Order View Page: Rename "Quantity" Column to "Ordered" and Add "Received" Column
  Renamed the "Quantity" column to "Ordered" and added a "Received" column to the purchase order view page, displaying received items.
• AG-1196 Inventory - Warehouse - Reception Notes: Add Ability to Search Bins
  Added search functionality for bins in the reception notes section, facilitating easier bin selection.
• AG-1197 Parts Requests: Make Comments Optional
  Updated the parts requests feature to make comments optional, providing more flexibility in request submissions.
• AG-1198 Purchase Order List Page: Add Ability to Search By Additional Criteria
  Enhanced the purchase order list page with additional search criteria, improving the ability to find specific orders.
• AG-1199 Purchase Orders - Reception Notes: Make Product Selectable in a New Tab When Creating a Reception Note
  Adjusted the reception note creation process to allow product selection in a new tab, improving user workflow.
• AG-1200 Purchase Orders - Reception Notes: List Bins A-Z with Search Capability
  Updated the bins list in the reception notes to be sorted A-Z and included a search function for easier navigation.
• AG-1201 Purchase Orders - Reception Notes: Display Bins with Stock First
  Modified the reception note view to display bins with available stock first, using a format like "*06D12 (6)" to show bin name and quantity in stock.
• AG-1202 Reception Note - View Page - Details Section: Add Option to Print Section Showing Where Items Were Transferred
  Added an option to print the section of the reception note view page that shows where items were transferred, improving record keeping.
• AG-1203 Service Order - Staging Tab - Quick Parts Transfers: Add Ability to See and Transfer from a Return Bin to Another Location
  Enabled quick parts transfers from a return bin to another location within the staging tab of service orders.
• AG-1204 Parts Requests: Add Ability to See and Transfer from a Return Bin to Another Location
  Added functionality to view and transfer parts from a return bin to another location directly within the parts requests section.

Enhancements:

• AG-532 Customer Page: Add Ability to Add Files
  Implemented functionality to allow users to upload and attach files to the customer page, enhancing document management.
• AG-754 Customer Page: Billing Notes Are Not Saving the Same Format After Editing
  Resolved an issue where billing notes formatting was lost after editing. Notes now retain their format when saved.
• AG-972 Service Orders - Mobile Tech: Add Ability for Technicians to See Parts in Another Tech's Truck Reserved for an SO
  Added functionality for technicians to view parts reserved in another technician’s truck for a service order, improving parts management.
• AG-1157 Invoices: Add Work Performed to Invoice View Page
  Updated the invoice view page to include a section for detailing work performed, providing more comprehensive invoice information.
• AG-1158 Purchase Order - PO List Page: Add Tracking Number and Vendor Confirmation Number to List Page
  Enhanced the PO list page by adding columns for tracking numbers and vendor confirmation numbers, facilitating better order tracking.
• AG-1159 Invoices - PDF: PDF Should Add Additional Pages When Needed
  Adjusted the PDF generation for invoices to automatically add pages when content exceeds one page, ensuring complete information is included.
• AG-1165 Invoice List Page: Add "Printed" Info Below "Printed" Label - "By User" and "Date"
  Added details below the "Printed" label on the invoice list page to show who printed the invoice and when, similar to the "Sent" information.
• AG-1166 Invoice Statuses: "Past Due" Should Not Trigger If the Invoice Has Not Been Sent or Printed
  Modified the criteria for the "Past Due" status so it will not trigger if the invoice has not been sent or printed, preventing incorrect status updates.
• AG-1167 Service Orders: SO 2185 - Task Cannot Be Created - Status Should Allow Tasks to Be Created
  Fixed an issue with SO 2185 where tasks could not be created due to status restrictions. The status now correctly allows task creation.
• AG-1168 Service Orders - Expenses: Loophole with Expenses Saving Without Receipt/File
  Closed a loophole that allowed expenses to be saved without a required receipt or file, ensuring compliance with documentation requirements.
• AG-1169 Service Orders - Expenses: Remove Progress Bar from File When Adding File/Photo to an Expense
  Removed the progress bar that appeared when adding files or photos to an expense, streamlining the user interface.
• AG-1170 Service Order List Page: Add Service Zone to SO List Page with the Option to Add or Remove
  Added a Service Zone column to the Service Order list page, with options to add or remove zones, enhancing order management.
• AG-1171 Service Orders - Purchase Order: Only Auto Populate Items That Have Not Been Ordered or Staged
  Updated the auto-population feature for purchase orders to only include items that have not yet been ordered or staged.
• AG-1172 Purchase Order: Voided POs Should Release Items to Be Auto-Populated for Ordering
  Implemented functionality to release items from voided purchase orders, allowing them to be auto-populated for reordering.
• AG-1174 Purchase Orders - List Page: Page Should Remember Last Position
  Enhanced the purchase orders list page to remember the last position or scroll state, improving user navigation.
• AG-1176 Location Page - Estimates Tab: Change Estimate ID to No.
  Updated the Estimates tab on the Location page to display "No." instead of "Estimate ID" for improved clarity.
• AG-1183 Product Page - Product Locations: Remove Parts Used from List
  Removed the "Parts Used" column from the product locations list, streamlining the interface.
• AG-1184 Parts Requests - List Page: After a PO Has Been Generated for a Request - Change Status to "Ordered"
  Adjusted the status of parts requests to "Ordered" (in purple) after a purchase order has been generated, reflecting the updated order status.
• AG-1185 Parts Requests - List Page: Add PO Column and Add PO Number if a Part Has Been Ordered
  Added a PO column to the parts requests list page, displaying the PO number for parts that have been ordered.