Resolved Issues

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1/28/2026

Administration

  • Resolved an issue when adding an Opportunity Lost Reason where the new reason did not show for all users.

  • Fixed an issue where the tax entity drop-down in the jurisdiction list was not in alphabetical order.

Estimating

  • Resolved an issue where Catalog Items marked as unavailable to bid could be selected for bidding in Estimates.

  • Fixed an issue where items with the same Sort Order were difficult to locate after updating.

Invoicing

  • Fixed an issue where additional invoices were included on statements despite filtering by Less Than.

  • Resolved an issue where invoices with convenience fees did not load.

Item Catalog

Resolved an issue where the cost of a kit did not update after updating the cost of an inventory item included with that kit.

Opportunities

Fixed an issue when un-canceling T&M on Completion opportunities that caused them to revert to a Canceled status.

Reports

  • Fixed an issue on the Job Dashboard Materials details where the Actual Quantity and Actual Costs values were too low.

  • Fixed an error when exporting the Work Ticket Item Source Report that caused a timeout.

  • Resolved an issue where Billing Contacts received emailed statement regardless of if they were selected to receive the email or not.

  • Resolved an issue where some contacts with Email Invoice enabled did not receive emailed invoices.

  • Resolved an issue where clients were required to select To when completing invoices.

Time Entry

  • Resolved an issue where inactive pay codes for work ticket times were available in Time Entry.

  • Fixed an issue where time could not be saved for conflicts to resolve them.

Work Tickets

Resolved and issue where materials and purchased items were duplicated on work tickets and in the item catalog.


1/8/2026

Customer Portal

Fixed an issue when paying invoices. If ACH was chosen first, then changed to a credit card, convenience fees were lost.

Dashboard

Resolved an issue where Property Status and Sales Type filters did not work on the KPI Sales Pipeline Insight dashboard.

Electronic Payments

Resolved an error where the Electronic Payment Log tab did not load.

Invoicing

  • Resolved an issue where invalid invoices were created when two users managed the same opportunity in separate browsers at the same time.

  • Resolved an issue when assigning a Credit Memo to an invoice and charging it later that caused the invoice to have the wrong credit applied.

Item Catalog

Fixed an issue when changing price lists on inventory items that caused multiple, inaccurate Inventory Variance records to be created for the same branch. If storage quantities were negative, no Inventory Variance was created.

Opportunities

  • Fixed an issue when renewing Opportunities. The option to Update Service Prices, based on current catalog Item Costs, with current Markups did not result in accurate prices on the new estimate.

  • Fixed an issue with the schedule of values on a Fixed Price on Completion template. Values were not populating when changing the Invoice Type to Fixed Price Open Billing.

Payments

Resolved an issue on the Payment screen when filtering invoices and selecting all that caused all invoices to be selected, not just filtered ones.

Reports

  • Fixed an issue where contracts longer than a year caused the second year’s work tickets to require more invoices than are possible, causing incorrect revenue variance.

  • Fixed an issue on the P&L Monthly report where the invoice revenue was too high because the Invoice Adjustment Types' invoice revenue was wrongly included.

  • Resolved an error when adding material items that were not estimated to a work ticket. The Job Dashboard Materials screen did not load.

  • Fixed an issue where work orders with the same service caused the This Period amount on the Construction WIP Adjustment report to be too high.

  • Resolved an error when creating WorkTicketCostToComplete records  without a date that caused the Work in Progress report to be empty.

Subcontractor Portal

Fixed an issue where time entered without a start and end time did not show in Time Entry.

Time Entry

  • Fixed an issue where multiple flat rates were charged to the same person's time if they saved one flat rate to different routes.

  • Fixed an issue where late lunch waivers showed decisions from crew members that they did not complete.

  • Fixed an issue when allocating time to equipment in the Aspire Mobile app that caused Time Entry to generate improper item allocations.