Release Notes 3.20.2024

Sales Tax Expansion | Do Not Batch | UI Improvements | QBO Integration pre-work | Tech App Updates

Sales Tax Expansion

• Added Taxability functionality
  • Updated the ability to create one or multiple Tax Zone names and rates within a single Sera account 
  • Ability to set global level defaults for taxability settings to streamline the tax setup for new customer accounts and addresses
  • Added the taxability tracking within a customer's individual addresses
  • Quote and Pricebook level (including Membership and Warranty Program) override on tax settings
  • Clear notes when changes are made to taxability inside of the customer and job, if applicable
  • Allow for native discounts to be transferred to Saasant and QBO from Sera to allow for proper taxing values
• *NEW* Sales Tax report to allow for visibilty into tax amounts paid out by Tax Zone
• Current data migration 

Do Not Batch & Other QBO Integration Pre-Work

• Control from within Sera which invoices you might want to skip from batching entirely
• Cleaner Accounting Key naming convention
  • Customers will no longer have an Accounting Key created with their Customer ID added to the end, which should allow for a cleaner matching of the names to your pre-existing Quickbooks customer list.  
• Previous Batches tab renamed to Batches
  • This aligns with the future state of a QBO integration which will allow for a drill-down into the results of a specific batch and will no longer house a zip file for spreadsheets.  

UI Improvements

• A cleaner, more modern styling is being applied throughout the Admin Portal.  
• Accounting Classes now wrap in Settings on extra-long class names

Bug Fixes

• Updated the label when you needed to remove the 'Mark as Important' setting from a Job or Customer note. 
• Corrected the functionality when the hierarchy closed upon deleting categories and tasks in the Organize section of the Pricebook

Tech App updates

• Bug fix for where some users were not able to enter equipment in the Tech App
• Small background updates to some users who were experiencing some battery usage issues
• Background updates to allow for better monitoring