What’s New

  • Move the location of items and components on change order quotations

    • January 29, 2021
      • Change Orders
    • Patrick Haley

    What’s changing We’ve added a handle to items and components in change order quotations so that you can drag and reorder them as you see fit. Who’s impacted  All users with Edit access to change orders. Getting started This feature is enabled by default and there is no end user…

  • Change Orders cannot be reversed if they have already been invoiced

      • Change Orders
    • Patrick Haley

    What’s changing Change orders can no longer be reversed they have already been drawn. To reverse the change order you must first void the invoice in Xero. Who’s impacted  All users with Edit access to change orders. Additional details  Previously reversals did not remove the change order draws from the…

  • New Option to Round Prices on Quotes and Change Orders

    • January 7, 2021
      • Change Orders
      • Quotes
      • System Variables
    • Patrick Haley

    What’s changing We added four new options under Setup > System Variables > Sales to round quotes and change orders to the nearest dollar amount. Who’s impacted  All franchises in all regions. Why you’d use it  It’s no secret that we love round numbers. A quote totaling $319,999.68 just doesn’t…