The following improvements will be available in ServiceCore on or after August 20, 2020. To see these new features you will need to do a hard refresh in your browser. Here's how to Get the Latest Version of ServiceCore.
New
Mini-Aging Report Setting
At your request, we have added a setting that will let you control whether or not the new mini-aging report section displays on your invoice PDFs.
| With Mini-Aging Report Section | Without Mini-Aging Report Section |
|---|---|
 |
 |
How To Turn Off the Mini-Aging Report
To access this setting, please follow these steps:
- Navigate to Settings > Company > Default Messages
- Look at the Invoices section
- Decide if you want the mini-aging report section to show:
- To show the mini-aging report on your invoice PDFs, check the "Show mini-aging report on all invoice PDFs" box
- To hide the mini-aging report on your invoice PDFs, uncheck the "Show mini-aging report on all invoice PDFs" box
- Click Save at the bottom of the page
Delete Inventory
Good news! You no longer need to contact Customer Support to delete inventory on your behalf. With todays release, you will now be able to:
- Delete Bulk Products
- Delete Itemized Products
- Delete individual inventory items
Before you start
Please keep these things in mind before you delete inventory:
- Read this article: Delete Inventory
- Understand when products can be deleted and when they can't (see the table below)
| That... | Can it be deleted? | What should I do so I can delete this? | |
|---|---|---|---|
| Itemized Product | Has services associated |
❌ |
Unassociated all services from this product |
| Has items |
❌ |
Deactivate, then delete, all items under this product | |
| Does not have services associated |
✅ |
||
| Does not have any items |
✅ |
||
| Non-Itemized (Bulk) Product | Has services associated | ❌ | Unassociated all services from this product |
| Is associated with an in progress rental |
❌ |
Complete a pick-up job for each rental using this product | |
| Does not have services associated |
✅ |
||
| Is not associated with any in progress rental |
✅ |
||
| Item | Is associated with an in progress rental | ❌ | End the rental that is using this item |
| Is active | ❌ | Deactivate item | |
| Is deactivated |
✅ |
Unique Product Names
Inventory products will now be required to have unique names. That means that you'll no longer run into a situation where two products have the same name, and you don't know which PT or PT or PT to choose. A few things to keep in mind:
- If all of your inventory products already have unique names, you don't need to do anything
- If some of your products share the same name, when you go to edit a product, you will need to choose a unique name for that product
Improvements
- Rental Jobs: If you add a delivery or pick-up job to an existing rental, on the inventory table where you choose products to manage on the rental, you will now be able to search, sort and filter the list of products.
- Rental Rates: Rental Rates on rentals will now display in alphabetical order.
- QuickBooks Online (QBO) Per-Item Sync: As a ServiceCore user that is syncing with QuickBooks online, your data (except for invoices, payments, credit memos and refunds) will now import from QBO and therefore sync both ways via per-item sync.
- Accounting Transactions Without Services: We now required that any accounting transaction that uses service lines items must have at least one service before it can be created. This includes when you create or edit any of the following:
- Invoices
- Recurring Invoices
- Estimates
- Credit Memos
- Refunds
Fixed
This release was all about new features and improvements. No bug fixes were part of this release.
Coming Soon
Please find our coming soon information at its new home: Coming Soon: New Features and Improvements.