Percentage-based Items: Avoid Manual Surcharge Calculation & Reduce Errors

• Set up custom percentage-based fees for products or services
• Automate convenience fees for invoices
• Ensure tax compliance based on your location
• Use the feature with both online and offline payment methods

Seamless QuickBooks - Purchase Order & Bills Syncing for Smarter Financial Management!

• New configuration options for Purchase Orders & Bills are added, ensuring accurate records and hassle-free tracking.
• New sync statuses on Purchase Order listings.

What’s New:

• Easily Bookmark or Favorite Your Most Used Reports
  You can now bookmark reports or mark your most frequently used reports as favorites, making it quicker and easier to access them whenever needed. Watch this video and see it in action.
  
  
• A more robust ticket management module with new ticket module updates
  1: No more manual updates! Now, invoices will automatically update when you make changes to a ticket, like price adjustments, discounts, or adding products. Plus, you’ll get a notification to stay informed.
  2: Add a Flag Note and Description while creating a service in the New Ticket UI. Like in the POS module, this helps you include essential details immediately and avoids confusion!
  3: You can enter a reason in the discount popup when giving a discount. This helps track why the discount was offered and keeps things clear!
  4: Sections in the New Ticket UI will now be open by default, but if you collapse a section, it will stay collapsed based on your preference. There's no need to adjust it every time!
  
  
• Hassle-free processing of Interac refunds via Square Payment Integration
  Good news for 🇨🇦  Canadian merchants using Square integration! You can now say Goodbye to the inconvenience of requiring a physical Interac debit card to process refunds.
  
  
• Upload HEIC Images Anywhere—No Conversions Needed
  You can now upload HEIC images across the system, including Pre-Repair or Post-Repair Images, without needing to convert them. This update streamlines workflows and saves you time.
  
  
• Easily Delete Clock In/Out Entries for Better Time Tracking
  Admins can now delete Clock In/Out entries, allowing for more accurate time tracking and payroll management. This update helps correct errors and maintain clean records.
  
  
• Add Notes to Clock In/Out Entries for Better Tracking
  You can now leave notes with Clock In/Out entries, adding context and details for more accurate time tracking and better record-keeping.
  
  
• Easily Select Serials with Recently Scanned Items at the Top of the Cart  
  Recently scanned items now appear at the top of the cart in POS, making it quicker and easier to select serials for the latest added items.
  
  
• New Barbell Label Templates for Jewelry Repair Merchants
  We've added template options for Barbell Labels, which are now available for both Tickets and Inventory. This update helps jewelry repair merchants streamline labeling and improve item organization.
  
  
• Sync Tickets Created via API with Google Calendar
  Tickets created through our public API are now automatically synced with the Google Calendar integration, ensuring seamless event management and better tracking of your tasks.
  
  
• Open Cash Drawer Manually After Checkout for More Flexibility
  You can now manually open the cash drawer after checkout, providing more flexibility and control over cash management during transactions.
  
  
• New PhonePro Permissions Added for Enhanced Integration Control
  A new permission has been added to Employee Permissions for integrations, giving you more control over PhonePro access and ensuring better security and management of integrations.
  
  
• Track Transferred Inventory with Invoice Ref & Status
  If you use the "Inter-company billing" feature, Invoice Reference and Status columns have been added to the Transfer Order listing, making it easier to track inventory as it’s transferred across stores. This update improves the visibility of due payments from your franchise or other store.
  
  
• Easily Void Expenses After Posting for Greater Flexibility
  You can now void an expense even after it has been posted, providing more flexibility and control over your financial records.
  
  
• Customize Customer Portal Email Notifications with Editable Templates
  You can now edit the email template sent for customer portal credentials, allowing for a more personalized communication experience with your customers.
  
  
• Prevent Mistakes with Serialized Item Notification on GRN
  When creating serials for a non-serialized item, the system notifies you that this will change the valuation method. This ensures employees are aware of the change, preventing accidental mistakes.
  
  
• Filter by Parent Product Category
  The filter for parent product categories has been improved, allowing you to select specific parent categories when filtering items on the inventory listing page, making inventory management more precise and efficient.
  
  
• Enhance Customer Interaction with Service Descriptions in Appointments Pro
  Help your store stand out from competitors by highlighting key selling points with our service descriptions feature. Now, you can show service descriptions to your customers when they request a quote or appointment.
  
  
• Custom Email Notification Subjects in Appointments Pro
  Enhance customer communication by adding a custom subject for email notifications in Appointments Pro. Now, you can personalize the subject line of your email notifications, making it easier to capture attention and convey important information.
  
  
• Restrict Unauthorized Purchase Orders in OrderSync & ScanPro
  Prevent your employees from messing up the inventory by restricting unauthorized purchase orders in OrderSync & ScanPro. Now, you can assign permissions for OrderSync & ScanPro to a specific role in RepairDesk.
  
  
• Accurate Tax Reporting with Dual Tax Support in OrderSync
  Ensure accurate tax calculations and reporting with OrderSync's new dual tax support for Canada. When you create Purchase Orders in OrderSync, both applicable taxes will be synced automatically.

Bug Fixes:

• Fixed the issue of disappearing of discount upon editing the ticket
• Fixed the issue of notes being added to the wrong ticket
• Fixed the repair custom field value issue not displayed on the service receipt print preview when created from POS.
• Fixed issue of {customer_first_name} tag not working on Email/SMS notifications
• Fixed issue in Item Wise Report - Serial Number showing as SKU
• Fixed the issue of Lead Email Macros not working.
• Fixed the issue of Email templates now showing up in the Tickets New UI
• Resolved an issue where messages disappeared after sending in Connect.
• Fixed the missing notification issue for new leads to admin in Appointments Pro
• Addressed and fixed issues within AI items mapping in OrderSync & ScanPro