Resolved Issues

Resolved Issues 

3/19/2025

Activities

• Fixed an issue where the KPI for client issues applied filters from the default search list.
• Fixed an issue where P&L KPI bar labels displayed incorrect values.

Customer Portal

• Fixed an issue in Customer Portal 2.0 where the Pay Invoice option displayed even after the Electronic Payments feature was disabled.
• Fixed an issue in Customer Portal 2.0 where the current balance did not match the sum of balances on due invoices.

Global

Fixed an issue where Aspire encountered an error when clicking the View Signature icon in User Settings.

Opportunities

• Fixed an issue where an error message was not displayed when invalid credentials were entered for an electronic proposal sent to an Employee contact type.
• Fixed an issue where clearing rich text editor (RTE) fields, such as Operations Service Notes and Work Ticket Notes, did not properly save them as NULL, causing outdated notes to appear in Aspire Mobile. 
• Fixed an issue where the Sort by field in Opportunity Search cleared after saving.
• Fixed an issue where estimated sales tax was not calculated correctly when Force Single Unit Pricing was enabled and bidding was complete.

Properties

• Fixed an issue where changes to Opportunity Search List access were not properly canceled after saving and reopening the Property screen.
• Fixed an issue in Site Audit where users in Mobile Mode couldn't add custom tags to images.

• Fixed an issue in Properties where duplicate invoice attachments and emails were generated.

Purchasing

• Fixed an issue where theJob Inventory Receipt failed to show the Job Inventory checkbox when Enable Inventory as Expense was selected.
• Fixed an issue where users couldn't tab through Purchase Receipt item lines to enter amounts quickly.

Reports

• Fixed an issue where the Projected Cost to Complete value in Work in Progress (Work Order) showed $0 instead of matching the Job Dashboard.
• Fixed an issue where Receivables Report invoice numbers were not formatted correctly.
• Fixed an issue where the Invoice Report in Web Report Designer did not display the portion after the decimal in rebill invoice numbers.
• Fixed an issue where the Over Under report total did not match the EOM report’s Over Under details.
• Fixed an issue where the Job Dashboard Materials report incorrectly multiplied actual quantities by the number of estimates.
• Fixed an issue where the PayApp layout could show incorrect totals, including negative balances or completion percentages over 100% when a change order reduced taxability after an invoice was created.
• Fixed an issue where the Job Report did not include invoices from before the opportunity’s start date in the Total Billed amount.
• Fixed an issue where the Opportunity Service Report did not show opportunity data when a property was imported without an address.
• Fixed an issue where reopening a P&L Report favorite showed standard report saved settings instead of the favorite report's saved settings.
• Fixed an issue where Quality Audit Layouts did not properly prevent problems with new layouts.

Scheduling

• Fixed an issue where scheduling an event failed when too many opportunities were selected.
• Fixed an issue where selected routes in Scheduling reverted to unfiltered after a refresh.
• Fixed an issue where Aspire encountered an error when saving a valid address in the Route screen.

Time Entry

• Fixed an issue where burdened cost incorrectly increased when the time entry was approved twice.
• Fixed an issue where Weekly Time Review did not display an OT Paycode Exception when all overtime was calculated as daily OT, preventing approvers from identifying missing OT calculations.
• Fixed an issue where Weekly Time Review incorrectly displayed an OT Paycode Exception when the OT Calculation setting was set to Override Paycode, even though overtime would be assigned upon approval.
• Fixed an issue where the Swap Work Ticket Data option appeared in work ticket time entries even if the ticket was not Open or Scheduled.

Work Tickets

• Fixed an issue that prevented the deletion of As Needed work tickets when a work ticket visit was swapped to a different opportunity.
• Fixed an issue where you couldn't delete the original opportunity if a work ticket visit was swapped to a different opportunity.

2/24/2025

Aspire Mobile

Addressed an issue ensuring pay codes are applied to the correct pay schedule in Aspire Mobile. 

Calendar

Changes have been made to ensure that calendar appointments in Aspire are saved after syncing. 

Customer Portal 

• With the correct permission, an error will no longer appear after selecting the option to Send Customer Invites, regardless of user role limitations.
• Resolved an issue to ensure an error message no longer occurs after accessing the Customer Portal 2.0 for the first time.

Equipment

• Fixed an issue to ensure the Request Services Due option appears in the Service Log window for an Equipment item. 

Invoicing

• Non-rebill invoices have been updated to ensure amounts are correctly displayed without a decimal value. 
• Made updates to ensure QuickBooks will no longer fail to sync, and account numbers will be retained after changes have been made and saved on the Admin Branch page. 

  
  

Issues

• Fixed an issue to ensure KB article links are accessible after adding one to an issue.
• Resolved an issue preventing the ability to add attachments to Issues. 

Opportunities

• Corrected an issue to ensure the accurate amount of work tickets are created after winning a changed contract for one year.  
• Fixed an issue to ensure that revenue variance can be created for an ongoing annual contract. 
• Fixed an issue to ensure proposals can be printed when the correct permissions are enabled under the user role.

Purchasing

 Resolved an issue to ensure that the Allocation Item option on the Allocation section of the Inventory page is not intermittently disabled.

Reports

• You can now ensure that the A/R Aging report only includes balanced properties.
• The Profit & Loss report has been updated so an error does not occur after specifying properties when customizing filters. 

• Corrected an issue to ensure all fields appear in the Subcontractor Expense portion of the Auto Expense report.

Site Audits 

Fixed an issue to ensure customers can open site audits that have been emailed by ensuring that the export type is added to the file name. 

Work Tickets 

• We have made updates so an error message does not populate after swapping work ticket costs. 
• Made corrections to ensure T&M As Needed tickets can be completed in bulk on the Work Ticket search list page. 
• Corrected an issue to ensure an error does not prevent the ability to access the work ticket details page, given the user role is associated with the correct permissions. 

  
  

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 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.