🛠 Enhancements

CMMS

Negative line items (credits, discounts) are legitimate, but until now there was no way to keep them out of an accounting export without blocking people from entering them.

• What's Changed:

  • Invoices and quotes now carry a "has negative line item amount" flag, set automatically and kept current as lines are added, edited, removed or duplicated

  • Works on subcontractor quotes, subcontractor invoices, client quotes and client invoices

  • Available in workflow definitions, billing requirements, reports and accounting export filters, so each client can gate negative-value records where their process needs it

  • Existing invoices and quotes are backfilled automatically in the background, with no audit history or "last updated" changes

🐛 Bug Fixes

On mobile, proposal and invoice totals for stores whose currency differs from the tenant's home currency showed the wrong amount under the wrong currency symbol. Desktop was correct.

• What's Fixed:

  • Mobile totals for proposals and invoices now match desktop, in the same currency and with the same label

A vendor invoice was submitted while its balance still read $0.00. It then moved from Exported to Paid within about 2 seconds, even though it carried about $25.8K in line items.

• What's Fixed:

  • Invoice totals and balances now update correctly when line items are added, even if the invoice has a duplicate reference number, so the automatic Paid transition no longer fires on an invoice that only looks like $0.00.

On work orders that already had an assignee, saving a change to Follow Up Date and Follow Up Reason could intermittently clear the assignee. No error appeared, and the only trace was a blank-assignee entry in the work order history.

• What’s Fixed:

  • Saving a change does not clear existing data.