Enhancement Overview:
This release introduces several enhancements to improve financial management and document customization. Users can now define both a start date and an end date for recurring expenses, ensuring they automatically start and stop as needed. A new Invoice PDF setting, “Show remittance information on the top of PDF,” allows remittance details to be displayed above payable information on Invoice Template 1 and Template 2 when enabled. Additionally, to maintain accounting data integrity, expenses synced with QuickBooks Desktop, QuickBooks Online, or NetSuite can no longer be edited.
Enhancement Summary:
Recurring Expenses Start & End Date Support
Invoice PDF – Remittance Information Position Setting
Expense Edit Restriction After Accounting Sync
Recurring Expenses Start & End Date Support
Added Start Date and End Date fields in Recurring Expenses Setup for Drivers, Vehicles, Carriers, and Trailers. Recurring expenses will now begin generating from the Start Date and automatically stop after the End Date.
Invoice PDF – Remittance Information Position Setting
Added a new setting "Show remittance information on the top of PDF" under Global Settings for Invoice PDFs. When enabled, remittance details will appear at the top of the PDF, followed by payable information. This applies to Invoice Template 1 and Template 2.
Template 1:
Template 2:
Expense Edit Restriction After Accounting Sync
The system will now prevent any edits to expenses once they have been synced with accounting systems, including QuickBooks Desktop, QuickBooks Online, and NetSuite.
Questions?
If you have questions about this release, please contact support or your account manager.