Trick or Treat! (It's all treats)
Features:
Notification Configuration (US-5198): Lets edit our notification preferences! We have added a place to configure where your Umbrava notifications go. Notifications are set at the company level and can be found in the company profile settings.
These general notification settings will be default for any new client/vendor interactions. You can set specific client notification settings on the client profile.
Notification Configuration is broken down in more detail here.
Please note that this setting will be turned on during this upcoming week, and will not be visible upon initial release.
Once released, our notification emails will also have a new updated look to provide more insight on the updates that we are sending out.
Vendor Lookup by Proximity (US-5824): Need to look up your vendor coverage for an area? The vendor list has a new button that will open the Vendor Lookup modal. Click the magnifying glass icon in the top right of the vendor list to open Vendor Lookup.
 | The Lookup feature filters vendors by the following:
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Tax ID Update (US-5999): When creating a vendor, the Tax ID is no longer required. If a value is input for the Tax ID, it will not be editable. If it is left blank, you can now add a Tax ID when editing the Vendor Billing information. The Edit Billing modal will allow you to input the Tax ID, and will provide a warning that this cannot be changed again.
Line Item Tax Updates on Proposals and Invoices (US-2843, US-6058): Tax calculation for the line items on proposals and invoices has been updated. The tax will now be re-assessed every time any of the information that can affect tax is altered.
- Category
- Trade
- Item
When any of the 3 above sections of a line item is changed, we will now re-check TaxJar for an updated tax rate to make sure that invoices and proposals are correct once they have been edited.
The tax will also update when importing the line items from Vendor Proposal to Client Proposal.
Trade Updates / Additions (US-5240): A couple of trade additions have been made in this one. The new trades to look for are:
- Generator
- This is a subtrade for Equipment
- Solar
- Subtrade for Electrical
- EV Charging Station
- Subtrade for Electrical
We are also moving the Locks subtrade. Locks will now be its own System Trade.
Global Substatus for Pending Service Request (US-6176): A new status has been added for work orders with Service Requests. The Work Order status will now update automatically to 'Pending Service Request' when a Service Request is active in the work order.
Display External User's Name in Billing Lists (US-4637): The name of the user who is responsible to the state change of a proposal or invoice is now visible on the lists for invoices and proposals.
Add Create Work Order Permission (US-6255): We have added a permission to Create Work Orders. It is found under the Work Order Section of the Permissions page.
Bug Fixes:
Sort "Created" and "Submitted" bug (US-5586): We have fixed a bug that was not allowing users to sort the invoice and proposal lists by "Created By" and "Submitted By". Now you can have all 'sorts' of fun.
Discount cannot be Imported in the Import Modal (US-6149): The 'Discount' category line item will now appear on the import modal for Vendor and Client proposals and invoices.
Mark up % value does not clear when rate is selected from Item dropdown on Client Proposal/Invoice (US-4785): We have fixed the bug that was causing the Mark up % field to stay populated when using a fixed rate on an item dropdown on a Client Proposal and Invoice. Now the appropriate markup of 0% will show.
Links to Team Details don't work from User Details (US-5987): We have fixed the link from User Details to their Team Details.
Fix alignment of "Find" vendor on Create WO (US-6240): Don't worry, we lined it up.
Remove "Unknown" selection from Type filter on Vendors list (US-6220): You can no longer filter by 'Unknown' on the Vendor List. To be fair, you shouldn't have been able to in the first place.
Unable to upload Location/Asset Document when navigating from Project Details - Location or History link (US-6146): We fixed a bug that was not allowing you to upload a document into an asset or location when navigating from the Project Details Location or History link.
Preceding text (Dollar sign) has background color in the field (US-6062): The dollar sign in the Create Work Order modal at the Vendor NTE field no longer has the background color.
Shared With indicator no longer displays for document in Send Email (US-4282): We fixed a bug that was hiding the indicator that a document has been shared when sending an email in a work order or project.
Import modal UI issues: Horizontal scroll bar appears only when scrolled to bottom & Column names are not sticky (US-2047): We cleaned up the Import modal a bit and fixed the UI. Now the scroll bars appear when expected.
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