Releases in 2023

Updated support links and company address on the help page.
Resolved issues with item review and repair dates not being set correctly.
Fixed issue with production schedule where it was not displaying events past 2025.
Resolved error with adding a report to the job documents.
Resolved error when sending PDF file in an email.
Improved security around sending emails and disabling the ability to send emails to arbitrary addresses.
Improved security around the breadcrumb functionality.
Fixed error occurring when illegal characters were added to user input fields on item.
Updated table functionality Job Docs and Photos so users can sort on ‘Changed’ column.
Updated messaging to user when a file fails to upload to the Job Docs and Photos.
Resolved error on Work Order Report page occurring when the user deletes a record.
Updated formatting on Collections Report.
Improved security around disabled fields accessible in the Homeowner Portal
Improved security around session cookies.

UK Only: For invoices, users are now able to invoice for specific XM8 line items. Made improvements to the Invoice report to display line items.
UK Only: Added new Credit Invoice functionality, to create invoices for line items already include in a standard estimate invoice.
Increased security by limiting number of allowed file types during upload.

UK Only: For invoices, added the ability to defer tax charges for VAT and display tax information on invoice of the deferment.

Added the ability to search for Points of Interest (Walmart, Costco, etc.) in the address entry field.
Resolved issues around job progress and list type when performing Save and Add Copy.
Updated list number range functionality on Site Detail page to limit duplicate list numbers
Resolved issues with address entry when street number is not included.
Resolved errors on WO/Site Performance dashboard

Added ability to “Show Comments Box” and receive notifications when comments are added in the Job Portal.

Saving a Job with a PO Box as the Primary Contact address will not result in an error during address validation.

Added 10 Additional Loss Dates to Job and Reports.
Added Feedback application where users can submit direct product feedback from within Restoration Manager.

Fixed clicking on Job ID on the To Do → Tasks page opens job in same window vs. new window/tab.
Fixed Sales Results report not pulling from the Estimate/Cost Date
Fixed Vendor Other Schedule Event not showing upon save
Fixed Long Company Names overlapping other data on the Loss Summary, Loss Detail, Work Order, Work Order by Vendor, Service Requested, Preliminary Report, Job Activity and Field Inspection Reports.
Fixed Power User unable to Edit Email Templates when given appropriate permissions.
Fixed adding a new site adds a hyphen to the beginning of the Site name at Site Selection page during login.
Fixed clicking on System Setup from the menu results in X Error

Image won’t load due to hidden character
X error when running data export on Job Summary of Equipment and Consumables Report
Job Aging with Gross Profit Analysis Report Missing Data
When assigning equipment the system does not allow to assign times between 6:30 PM and 7:00
X Error When Running Certain Memorized Reports
Incorrect date format on date/time stamps for merge documents
‘Return Selected’ pop up does not work for hours between 6:30 PM and 7:00 AM
Send Work Order function unable to generate work order .PDF
24.0 Regression – Printing Inspections not Working
Document Merge—document does not merge
Schedules displaying Sat 01/01 on Day, Week, and Timeline views
When transitioning the calendar from an old year to a new year the weekly day display is showing incorrectly
Increase Employee Signature Character Limit