Resolved Issues

Resolved Issues - 1/29/2025

Administration

• We have corrected an issue to prevent importing the same catalog item multiple times.
• We resolved an error preventing the ability to change a service display name that is under 150 characters on the Service Catalog page.  

Dashboard 

The progress bar percent value within a metric tile on the Dashboard page will now reflect the actual goal completeness, even if the value exceeds the specified goal threshold.

Invoicing

We have made updates to ensure the Remaining Value displays correctly for Fixed Price Open Billing invoices containing a negative schedule of values. 

Marketing Pro

We have implemented changes to ensure that when a bulk update of contact tags is initiated in Aspire,  those updates will be promptly transferred to Marketing Pro.

Opportunities

• We have updated our process to ensure revenue variance is considered for contracts lasting less than a month. 
• We fixed an issue preventing the ability to reset an opportunity back to bidding when it has a Limit Fixed Price Service and a visit is moved to another opportunity. 

Work Tickets 

The ability to select a date is no longer blocked when allocating materials to a work ticket.

1/15/2025

Administration

• Fixed an issue where enabling and disabling branch-level integration in the Admin Accounting Sync for QuickBooks Desktop cleared system-level account numbers.
• Fixed an issue in the Web Report Designer where the Save Changes dialog incorrectly displayed the name of the first closed layout instead of the active layout.

API

• Fixed an issue where the PUT /CatalogItems API returned a misleading error message indicating "CategoryID is required" instead of the correct "CatalogItemCategoryID is required."
• Fixed an issue where the API incorrectly required a non-null CatalogID when creating a new catalog item, preventing items without a CatalogID from being posted.

Contacts

• Fixed an issue where users couldn’t enter credit card expiration years beyond 2033.
• Fixed an issue where inactivating a contact didn’t automatically inactivate the associated user. 

Customer Portal

Fixed an issue in Customer Portal 2.0 where duplicate electronic payments were allowed.

Invoicing

• Fixed an issue where invoices couldn’t be printed for work tickets that included visit notes with decimal values.
• Fixed an issue where Chrome users with the Spanish (Mexico) language extension experienced payment date errors.
• Fixed an issue where users with Chrome set to Spanish (Mexico) couldn’t create invoices, as the system incorrectly flagged them as occurring in a closed period.
• Fixed an issue where users could enter negative amounts on a credit memo, resulting in an invalid memo that increased the remaining balance of the associated invoice.
• Fixed an issue where the Invoicing Assistant allowed double invoicing for the same month when an invoice date was moved to the following year on contracts with fewer than 12 months.
• Fixed an issue where bulk printing invoices from the Invoices search list did not properly retrieve the most recent template, causing subsequent invoices to print with an unexpected layout.
• Fixed an issue where invoice emails failed to send when the Invoice Opportunity Description field included an HTML <hr> tag.

Notifications

• Fixed an issue where work ticket completion notifications were sent as individual emails instead of a single digest email.
• Fixed an issue where reschedule notifications were incorrectly logged and marked as processed when no changes were made to the work ticket’s scheduled date. 
• Fixed an issue where appointment reschedule notifications were processed but failed to send SMS messages to customers after a visit was rescheduled. 

Opportunities

• Fixed an issue where selecting the Default Layout when emailing a proposal did not save the layout for future emails, causing unexpected layouts to be used instead.
• Fixed an issue where images attached to an opportunity were automatically visible to the crew, even when users did not intend to share them.
• Fixed an issue where contract revisions couldn’t be completed if occurrences and work ticket IDs were listed out of order.
• Fixed an issue where bulk contract renewals incorrectly set new opportunities to "New" status instead of "Bidding."
• Fixed an issue where users could bypass the Maximum % to Reduce Price limit by setting the quantity and price to $0 and then applying a price override.
• Fixed an issue where entering a plus symbol (+) in an item name on an estimate caused the symbol to be replaced with a space when the estimate was saved.
• Fixed an issue where updating the template on an opportunity did not populate item quantities in the estimate.
• Fixed an issue where, under certain workflows, the Total Price (TP) in estimates did not recalculate correctly.

Properties

Fixed an issue where choosing Select All on the Property Search screen caused attachments to disappear from the results. 

Purchasing

Fixed an issue where users couldn’t receive a purchase receipt if it included approximately 225 catalog items and the list exceeded 800 characters. 

Reports

• Fixed an issue where revenue from invoices dated before a contract's start incorrectly caused a variance in contract year 0 instead of contract year 1.
• Fixed an issue where labor cost totals in the Profit and Loss Monthly Report drill-down didn’t match the main report due to internal work tickets and branch-specific filters.
• Fixed an issue where the Tax Entity Report details did not match the main report when a tax-exempt payment was made on a property with a non-tax-exempt tax jurisdiction, causing incorrect allocation of amounts between tax entities.
• Fixed an issue where the Employee Overtime Report displayed zero values in the Total Weekly OT column instead of the correct totals.

Scheduling

• Fixed an issue where the schedule board became unresponsive when creating a recurring schedule after assigning a previous schedule to an inactive route.
• Fixed an issue where deselecting a previously selected visit icon in route scheduling incorrectly increased the visit count.
• Fixed an issue where the Route Replay map in Azuga failed to load if a vehicle name included a "#" character, due to improper URL encoding.

Site Audit

• Fixed an issue in Aspire Mobile where images added to site audits were partially hidden during editing, making it difficult to view or mark up photos.

Time Entry

Fixed an issue in Time Entry where approving a disputed time correction from Crew Mobile caused the entry to show zero hours and remain unhighlighted, preventing desktop users from matching crew time. 

Work Tickets

• Fixed an issue where items allocated from purchase receipts did not display the source receipt on work tickets, making it difficult to trace the allocation origin.
• Fixed an issue where $0 time and materials (T&M) work tickets could be marked as incomplete via bulk actions, reverting their status to "Scheduled" or "Open" while still linked to an invoice.
• Fixed an issue where attempting to print a work ticket with 308 or more visits caused an error.