Release Notes - 3-20-2024 – Sera Systems

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

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

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.

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

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