TRUE |
19.1.24 |
Milestones |
Milestones are now shown with the names of and can be filtered / reported by "Project Manager" and "Sales / Estimator". |
TRUE |
19.1.24 |
User Preferences |
QuickFinds can now include archived records via a new User Preference. This also includes global searches used from the Workflows > Search feature. |
TRUE |
TBD |
Main Menu |
The "Main Menu" > "Search" feature now includes both active and archived records in search results. |
TRUE |
TBD |
Reports |
Improvements to the "Tasks / Punch List" report found in the Contracts module. Ability to view incompleted items as well as "Assigned" users. |
TRUE |
TBD |
Time Review |
Improved performance of the Time Review module when working with over 100 employees. |
TRUE |
19.1.09 |
Integration | Beiing Human |
Updated TRUE's integration with Beiing Human A/P Automation API. |
TRUE |
19.1.09 |
Company Preferences |
Added a "Auto Follow-Up in Days (Quotes)" and "Auto Follow-Up in Days (Bids)" to modify the automatic follow-up date for Quotes vs Bids independently. |
TRUE |
19.1.10 |
Time Review |
TRUE's time keeping system now supports 1 minute intervals. |
TRUE |
19.1.10 |
Quotes |
Added "Sent By" column in Excel export from Quotes module. |
TRUE |
19.1.10 |
Purchasing |
Improved the Payment Method setting in POs to automatically set based on a variety of workflows when a Vendor is known or set. |
TRUE |
19.1.10 |
Bills |
In the Advanced Filter for Bills, users can now additional search by "Cost Code", "G/L Account", and "Contract Items". |
TRUE |
19.1.10 |
Contracts |
A count of pending Change Order Requests now appears in the "Notifications" section of selected Contracts. |
TRUE |
19.1.10 |
Quotes |
Added "Activities" option to the "View" button in a selected Quote record. |
TRUE |
19.1.12 |
Integration | LogiKal |
Updated LogiKal import to new format and set up Product matching, for inventory control, during import. |
TRUE |
19.1.10 |
Messages |
Added the ability to "Filter" Messages by "Unread" messages, assigned to the user. |
TRUE |
19.1.10 |
Bids |
Users can now remove the "Primary" status of a Bidder in a Bid record. |
TRUE |
19.1.16 |
Miscellaneous |
The Dynamic Grid feature, found in most modules, will now default to 100 records shown or use the "Record Load Limit" setting in User Preferences. |
TRUE |
19.1.10 |
Email Templates |
The Email Templates feature for the "Contracts" module now supports the ability to use merge field options within a Submittal, RFI and Transmittal. |
TRUE |
19.1.10 |
Integration | eMullion |
Estimate data can now be imported from eMullion (e/PWS) into a Bid to further reduce data entry. This makes creating a proposal even easier. |
TRUE |
19.1.12 |
Bids |
Added Bidder Table View to the Bids module, allowing users to generate, sort, and export Bidder data in unique ways. |
TRUE |
19.1.10 |
Wages |
Payroll withholdings can now be additionally defined to be aggregated as needed on a Certified Payroll report. |
TRUE |
19.1.11 |
Users / Access |
Profiles can now be "Granted Full Access". |
TRUE |
19.1.12 |
Pay Requests |
Fully redesigned how Pay Apps are created and used in Pay Request mode. They can now more easily be modified, emailed/texted directly from TRUE, stored as a File, and eSigned. |
TRUE |
19.1.11 |
Purchasing |
A set of line items can be configured as a default List Template for POs. |
TRUE |
19.1.12 |
Files |
Improved performance when searching through tens of thousands of images. |
TRUE |
19.1.17 |
Integration | eMullion |
An eMullion "Installer Guide" can now be imported into TRUE which automatically reads the document, creates a Work Ticket for each Door, links the material for that door to the ticket, and uploads the assembly instructions for that door to the ticket. |
TRUE |
19.1.12 |
Forecasting |
Added "Stored Material" feature in Forecasting feature. This can be used by Project Managers to forecast stored material billing amounts for use in the Pay Request Wizard. |
TRUE |
19.1.12 |
eForms |
Added the ability to perform a "Category" search when attempting to add existing files to a generated eForm. |
TRUE |
19.1.16 |
Files |
eForms saved as a File now inherit their ePay and eSign capabilities throughout TRUE and in TRUE Field. Example use cases:
1. A field technician uses TRUE Field, but needs to collect payment either before work begins or after it's finished. If a Quote, Down Payment, or Invoice eForm has been saved for them, the field technician can use the "ePay" feature on their phone to take a payment.
2. A delivery driver needs to obtain a customer's signature on a Ticket during drop-off. If a Work Ticket has been saved for them, the driver can use the "eSign" feature on their phone to obtain the customer's signature digitally and email them a copy. |
TRUE |
19.1.12 |
Forecasting |
Added billing notification feature for pay request forecasts. When clicked, billing team members will be notified when a forecast is ready for them to review. This is also available in the View Pay Requests module.
Pay Requests now have Stages. Examples of stages are "Problem", "Pending", "Sent", etc. |
TRUE |
19.1.18 |
Payroll |
Add "Certified Payroll Services" as another supported Payroll Provider integration. |
TRUE |
19.1.12 |
ePay |
When using a Bank as a payment method within ePay, TRUE will now refresh more quickly after a new bank is added to display it and remind the user to refresh if they want to do so even quicker. |
TRUE |
19.1.14 |
Calendar (DayBack) |
Groups of calendar Resources can now be created and linked to each other. This allows personnel to be linked to a Crew, Vehicle, Work Station, etc. Schedulers can then schedule a Group, instead of individual people, yet those people will still be automatically resourced because of their link to that Group. This makes scheduling easier and faster. |
TRUE |
19.1.15 |
Purchasing |
Added "Turnaround Analysis" report in POs module. This sub-summarizes by Vendor all POs in the current list, shows how many days it took the vendor to "turnaround" the order, and give an average per vendor. |
TRUE |
19.1.15 |
Time Card |
The "Overtime Report", available within the Time Card module, not breaks out Overtime by Tier 1 and Tier 2. |
TRUE |
19.1.14 |
eSign |
Improved eSign feature when on a phone sized screen. User can now rotate to landscape view to sign and back to portrait again when done. Also, eForm now resizes better to fit the screen size for smaller phones. |
TRUE |
19.1.14 |
Calendar (DayBack) |
Column separators in Calendar that represent different days are now clearly identifiable. |
TRUE |
19.1.19 |
Integration | Apryse |
Uploaded PDF files, anywhere in TRUE and TRUE Field, can now be marked-up, signed, and stored as new versions of the original file. |
TRUE |
19.1.17 |
Message Templates |
Added a "Message Templates" feature in Company Preferences to allow users to configure unique templates for texts messages sent from the system. |
TRUE |
19.1.14 |
Contracts |
Sub-summary totals have been added to "Table View" feature within the schedule of values section of the Contracts module. A user can navigate to the "Financial" mode of a Contract, click the small "gear" icon, choose "Table View", then sort by "Category". |
TRUE |
19.1.18 |
Users / Access |
Improved how users can be disabled to more clearly distinguish between deletion and disabling. |
TRUE |
|
Products / Services |
|
TRUE |
19.1.15 |
eForms |
Improved how Contract eForms are generated and listed in the Repository. |
TRUE |
19.1.18 |
Users / Access |
Deleting PO line items now requires Access ID 772, which is the same permission to edit line items. |
TRUE |
19.1.17 |
Data Grid |
Added a "Project Name" column within the Dynamic Grid View within the Jobs and Quotes modules. |
TRUE |
19.1.16 |
Materials |
Added "Copy" and "Paste" functionality to this module. For example, if you have materials for one job or contract and want to copy some or all of them over to another job or contract, this feature makes it easy to do. |
TRUE |
19.1.19 |
Company Preferences |
Connecting website contact us forms to TRUE just got easier! First, enter the email address website leads are sent from in TRUE. Second, add your TRUE Email Capture email to the list of emails that receive new leads. Finally, click the notify button within TRUE to let us know you're ready for us to hook it up for you. Website leads will then automatically appear in TRUE as new leads for your sales team. |
TRUE |
19.1.17 |
Attributes |
Improvements to the Attribute fields across TRUE to now support auto-fill. |
TRUE |
19.1.17 |
eForms |
Added a "Non-Billable Price" Show Option within eForm ID 30 to allow users to display non-billable line items without including them in pricing totals. |
TRUE |
19.1.18 |
Payroll |
Added advanced Pay Type and Withholdings default settings in Company Preferences that mimic settings available for individual Personnel records. |
TRUE |
19.1.18 |
Clients |
Improved "Merge" feature to additionally support certain special situations involving TRUE Accounting entries. |
TRUE |
19.1.18 |
List Templates |
When using the "Load Template" feature in Bids, the "Title" field for the Estimate will now additionally be set. |
TRUE |
19.1.18 |
Contracts |
Improved how eForms are created and interacted with in the "Logs" mode of a Contract. |
TRUE |
19.1.18 |
Pay Requests |
Added additional information in the header of the Pay Request eForm for pages 2+, that include client name, project number, etc. |
TRUE |
19.1.18 |
Purchasing |
Resolved an issue where products set to "nontaxable" didn't always appear as such when directly added as a Purchase Order line item. |
TRUE |
19.1.19 |
Purchasing |
Improved how TRUE checks to ensure PO won't exceed contract budget by cost code or by schedule of values. |
TRUE |
19.1.18 |
Contracts |
Improved "Job Costing Report", found in the "Job Costing" mode of a Contract, to now optionally be sub-summarized by Cost Code or Contract Item (SOV). |
TRUE |
19.1.18 |
Contracts |
The "Summarized WIP" report has been modified to now include a new "Hours" column which shows "Actual Hours / Remaining Hours". |
TRUE |
19.1.18 |
Contracts |
"Summarized WIP" report now includes "Client" name. |
TRUE |
19.1.18 |
Contracts |
"Over / Under" report now includes the "Client" name. |
TRUE |
19.1.18 |
Jobs |
Improved "Performance Report" to support sub-summary sorting by Division and Facility. Additionally added a "Gross Margin %" to the "Gross Margin $". |
TRUE |
19.1.18 |
Time Card |
The "Activity" report, when consolidated by "Cost Center", has been improved to run much faster than previous. |
TRUE |
19.1.18 |
Journal |
Improved "Create Entry from Template" feature. |
TRUE |
19.1.18 |
Bids |
Added a scroll bar to the Estimate description field to support very long estimate scopes when using the "Multiple Proposals and Estimates" feature. |
TRUE |
19.1.19 |
Bids |
The "Assign Self" feature, in the Quotes / Jobs / Bids section of Company Preferences, now includes support for Bids. |
TRUE |
19.1.19 |
Contracts |
A contract's email capture code can now be quickly obtained from the list view. |
TRUE |
19.1.19 |
Bids |
Improved "Detailed Report" within Bids module. This shows the subtotals of each used estimate, the breakdown for each estimate, and the proposal's totals. It's commonly used by an Estimator to verify all sections have been estimated correctly. |
TRUE |
19.1.19 |
Company Preferences |
Redesigned Company Preferences for ease of use. |
TRUE |
19.1.19 |
Job Costing |
Improved performance of Job Costing mode when hundreds of entries are present for large contracts. |
TRUE |
19.1.19 |
eSign |
eSign and ePay shortened URL links are now static per eForm. Previously, unique URL links would be generated each time they were requested, even for the same eForm. |
TRUE |
19.1.19 |
Files |
Improved "Company" option in the Files module. This now allows folder and file storage that's separate from the rest of TRUE. This can be used to store important company documents that aren't for specific jobs, but still need to be securely and safely stored. |
TRUE |
19.1.19 |
Reports |
Added a legend to the Summarized WIP report to provide definitions for some of the columns. |
TRUE |
19.1.19 |
Quotes |
Added a Total Markup dollar amount and percentage to Quotes, helping to asses the potential profit before sending out proposals. |
TRUE |
19.1.19 |
Purchasing |
Can now create materials from a PO (typically POs are created from materials). Those materials can then create Tickets for shop production or field installation once received. |
TRUE |
19.1.19 |
Bids |
When new bid line items are added to an estimate, that line's edit card will now immediately appear. |
TRUE |
19.1.20 |
Email Settings |
After taking a payment, when the option to email a receipt appears, the email address will attempt to populate with a previously stored customer's email, even if one wasn't entered during the payment process. |
TRUE |
19.1.19 |
User Preferences |
Redesigned User Preferences module to improve ease of use. |
TRUE |
19.1.19 |
Quotes |
Quotes can now be set to auto-archive X number of days since being sent. |
TRUE |
19.1.20 |
Purchasing |
When a PO is sent, but it exceeds the established budget for a Job or Contract, an alert notification will now be sent via Access ID 1481. |
TRUE |
19.1.20 |
Assigned |
Assigned users can now be specifically designated as "Sales/Estimator", "Manager", or "Foreman", in their respective modules: Clients, Quotes, Jobs, Opportunities, Bids, Contracts, and Tickets. This allows for granular level reporting by appropriate role. |
TRUE |
19.1.20 |
Work Tickets |
Improved how inventory is depleted via Tickets. New "Products" mode summarizes inventory items by product for quick depletions. Can now enter an actual depletion that differs from estimated which TRUE will then appropriately deplete from Reserve or Stock as needed. This works whether the items of a Ticket are linked to a Job, Material, or directly to Inventory. |
TRUE |
19.1.20 |
Quotes |
Multiple Quotes can now have their stages changed simultaneously. |
TRUE |
19.1.20 |
Leads |
Improved button visibility when creating new records from a Lead record and accessing options. |
TRUE |
19.1.21 |
Contracts |
The "PO Items" mode in a selected Contract now can be filtered, sorted, and includes a Table View for further summarization. |
TRUE |
19.1.21 |
eForms |
Lien Waiver (#53) will now auto-populate with Contract Official Name and Job-site Address in the "Job Location" field. |
TRUE |
19.1.21 |
Company Preferences |
Quotes and Bids can now have different monetary thresholds for requiring "Manager Approval". |
TRUE |
19.1.21 |
Bills |
Added new "Notify Originators" feature within the "Originator Approval" feature of a Bill. When used, this will send an alert notification to users who are assigned to any linked Jobs or Contracts for this Bill. An Activity Log entry is automatically added as well for accountability. |
TRUE |
19.1.21 |
Email Card |
The "Cc" field can now have a pre-determined list of emails to select from. This can be set within the "Categories" module, #148. For example, team members' emails can be pre-set for quick selection. |
TRUE |
19.1.22 |
Milestones |
Milestones now create alert notifications on their due date that are sent to assigned users of that Job/Contract. |
TRUE |
19.1.22 |
Vehicles |
Notes submitted while performing preventative maintenance or actual maintenance on a vehicle can now be copied to your clipboard. |
TRUE |
19.1.22 |
eForms |
Quotes and Bids can now be restricted from being emailed from TRUE if they haven't yet been approved by a Manager via Access IDs 1642 and 1643, respectively. |
TRUE |
19.1.24 |
Automations |
Automations module featuring pre-built templates. Launched with "Daily Report" automation, enabling automatic distribution of Daily Report eForms to team members for specified date ranges. |
TRUE |
19.1.23 |
Journal |
Improved how TRUE handles large batch posting of journal entries by multiple users simultaneously. |
TRUE |
19.1.24 |
Bids |
The Sent Date on previously sent Bids can now be manually adjusted. |
TRUE |
19.1.23 |
Bids |
"Division" and "Facility" will now be included on the Bids and Contracts module exports. |
TRUE |
19.1.23 |
Contracts |
Added a "Class" column to the export feature found in the Jobs and Contracts module. |
TRUE |
19.1.24 |
Opportunities |
Using AI, ITBs (Invitation to Bid) emails can now be easily forwarded into TRUE wherein an Opportunity is created, the email read, Customer created (or linked), Bid Due date set, Project Name, Job-Site address, a summary of the job is generated, attachments uploaded, and the email itself stored. |
TRUE |
19.1.24 |
Email Card |
Added AI text edit functionality to the "Email" cards found throughout the system. This will allow users to edit existing text one of four ways. Added "Create" AI feature found in Email Templates to automatically create Email Templates based on a user entered prompt. |
TRUE |
19.1.24 |
Jobs |
New "Hide Cash Sale" option added as a Company Preference. |
TRUE |
19.1.24 |
Bills |
"New Bill Assign" feature added to User Preferences. When enabled, if you create a Bill, you'll be automatically assigned to it; otherwise, you won't. |
TRUE |
19.1.01 |
Invoices |
A "Cost Codes (via Products)" field has been added to the Advanced Filter for the Invoices module. |
TRUE |
19.1.01 |
Users / Access |
Improved Access Wizard. |
TRUE |
19.1.01 |
Integration | AVAWare |
AVAWare XML files can now be imported into TRUE as Materials. |
TRUE |
19.1.01 |
Alerts |
Receive alert notifications for sent bids due for a follow-up by using Access ID 30. |
TRUE |
19.1.01 |
Company Preferences |
New "Maximum Bill Amount" feature added. This will require a Manager Approval on Bills (Vendor Invoices) that exceed the amount, if applicable. |
TRUE |
19.1.01 |
Opportunities |
Similar to how Leads work, if an Opportunity has a "Review Date" set, an alert notification will be sent on that date to anyone assigned to the Opportunity or anyone with Access ID 1436. |
TRUE |
19.1.03 |
Work Tickets |
When a Schedule linked to a Work Ticket is moved, an activity log entry will now be created in the associated Work Ticket. |
TRUE |
19.1.01 |
eForms |
The "Stamp" boxes on the "Submittal" eForm can now be hidden by utilizing the Show Options. |
TRUE |
19.1.01 |
Messages |
Access to the Messages module now requires the Messages Package to be active within a subscription. |
TRUE |
19.1.01 |
Integration | Kawneer |
Order Acknowledgement line items from Kawneer can now be imported into Purchase Orders via Partner Apps feature. |
TRUE |
19.1.01 |
Clients |
Add "Generic" toggle in Clients module. This can be used for Clients that are used for purposes such as "Showroom", "Walk-In", "Cash", etc. When using Point of Sale with a Generic Client, previously used Card or Bank information is not available for reuse. |
TRUE |
19.1.01 |
Clients |
Adding new clients are easier now with a simple to complete window that appears from anywhere in TRUE. |
TRUE |
19.1.01 |
Jobs |
Line items from Jobs can now be exported to Excel with full detail. |
TRUE |
19.1.01 |
Integration | DataRails |
New integration with DataRails (https://www.datarails.com) |
TRUE |
19.1.01 |
Clients |
Improved batch Statement creation feature. eForm #43 will now be used by default and users will be prompted to enter a date range for when the statement was created. |
TRUE |
19.1.01 |
Files |
Added Access ID 26 to control who receives alerts for files uploaded into jobs/contracts they're assigned to. |
TRUE |
19.1.01 |
Schedule |
Added support for "Unscheduled" events and schedules throughout TRUE. Newly created events/schedules can now automatically be set to "Unscheduled" when initially created. Also, they can now be searched for and modified from within the Events and Schedules modules. These features mean the Unscheduled panel in the calendar is now easier than ever to use to help organize complex resourcing needs. |
TRUE |
19.1.01 |
Contracts |
When selecting PDFs to sequence for a Submittal, the list that appears will first only show available PDFs currently linked to the same contract. |
TRUE |
19.1.01 |
Taxes |
Users are now offered to select a Bank Account when remitting Sales and Use Tax rather than TRUE automatically referring to the Default Cash Account. |
TRUE |
19.1.01 |
Pay Requests |
When new Applications for Payment are created, the Subcontractor field, which is typically set with the default Company/Brand, can now instead be set with a default setting in Company Preferences. This is helpful when firms use different branding for their commercial division. |
TRUE |
19.1.01 |
Calendar (DayBack) |
Added a "Notify Client" feature in the Calendar to allow users to utilize the "Notify Client" feature found in Quotes and Jobs within TRUE. |
TRUE |
19.1.03 |
Alerts |
The following alerts will now include the division or facility pertaining to them when created. The Access ID is in parenthesis:
Alert when Invoices are Created (1223)
Alert when Tickets are Created (1306)
Alert when Contracts are Created (1309)
Alert when Purchasing (PO) is Created (1481)
Alert when Jobs are Created from Quotes (1524)
Alert when eForms are eSigned (1588)
Alert when Quotes are Due for Follow-Up (1602)
Alert when Payments are Received via ePay (1611)
Alert when Tickets are Completed (1614)
Alert when Opportunities are Created (1621)
Alert when Bids are Created (1622)
Alert when Leads are Created (1632)
Alert when Jobs are Completed (1636) |
TRUE |
19.1.01 |
Materials |
Purchase Orders can now be directly created form the Materials list instead of having to always create Requests. Additionally, materials that are linked to a job-site opening/area can now have that mark # automatically appear in the created Purchase Order. This also works when material items are consolidated for ordering purposes. |
TRUE |
19.1.01 |
Quotes |
In the Quotes or Jobs module, when a new Point of Contact is selected or newly added, if the linked Client doesn't yet have a primary Contact, it will now automatically be linked. |
TRUE |
19.1.01 |
Messages |
When sending new messages using the "Messages" module, pre-set messages can now be selected to be sent quickly. These can be set up in the Categories module within TRUE. |
TRUE |
19.1.01 |
Messages |
Added new section in Company Preferences to list the TRUE users who will be automatically assigned to new inbound messages.
When pictures (or files) are included in a text message received by TRUE, it's now saved in TRUE as a File. Additionally, if the message thread in TRUE is linked to a source (a Quote, Contract, etc) the file will also be automatically linked to it. |
TRUE |
19.1.01 |
Time Review |
A punch duration can now be entered instead of using the Finish Time feature. |
TRUE |
19.1.01 |
Dashboard |
Added "Purchasing" Dashboard. This will allow user to navigate directly to the "Purchasing" module. This feature is available in the "User Preferences" module > "Dashboard". |
TRUE |
19.1.04 |
Transactions |
Added a batch select option within the "Transactions" module to allow users to reconcile multiple items at once. |
TRUE |
19.1.01 |
Schedule |
Whenever the map feature for an event or schedule is used, you'll be asked if you want to view the destination or obtain directions from your current location. |
TRUE |
19.1.01 |
CO Requests |
When a CO Request is upgraded to a Change Order by an authorized user with Access ID 636, an alert notification will be sent to any other authorized user who also has the same access. |
TRUE |
19.1.01 |
Training |
Added "Training" report now available in Personnel, Reports, and Training modules. This shows all training (OSHA, Background, Equipment, etc) sub-summarized by personnel. |
TRUE |
19.1.02 |
Quotes |
Clicking on a phone number in the Quotes or Jobs module will now allow you to quickly copy it for use in a phone system app. |
TRUE |
19.1.03 |
Files |
Added support for uploading folders to TRUE's File system. When a folder is uploaded, any existing subfolder structure will be maintained and recreated in TRUE. This allows users to easily upload entire directory structures containing multiple files and subfolders into TRUE in one operation. |
TRUE |
19.1.04 |
Calendar (DayBack) |
Improved "Queued" schedule feature in Calendar. Schedules currently "queued" will not appear in the schedule list in TRUE Time or TRUE Field now. The "Unscheduled" counts shown in the Quotes and Jobs modules now ignore "queued" schedules. |
TRUE |
19.1.02 |
Integration | GDS Estimating |
Added support for GDS v16. |
TRUE |
19.1.02 |
Products / Services |
Improved user interface for Products / Services module. This also includes the addition of the Dynamic Grid view, which allows you to choose your own columns, sequencing, and sub-summary sorts. |
TRUE |
19.1.02 |
Expenses |
Job Costing for Expenses now happens automatically during the process of approving Expenses. |
TRUE |
19.1.02 |
Leads |
When adding addresses in Leads, you can now select from an existing address. |
TRUE |
19.1.03 |
Products / Services |
When importing data from multiple take-off tools, TRUE now allows storing multiple "match keys" to maintain inventory support in all cases. |
TRUE |
19.1.03 |
Files |
Added the ability to download folders as well as multiple files at once via "batch" select. |
TRUE |
19.1.03 |
Email Templates |
Added the ability to add "hyperlinks" to Email Templates. |
TRUE |
19.1.08 |
Calendar (DayBack) |
When creating a schedule from a PO record, the POs associated Job record will now populate as the "Cost Center". Additionally, we have added the ability to jump to a linked Purchase Order record from a Schedule record. |
TRUE |
19.1.06 |
Integration | GDS Estimating |
The "Labor" file exported from GDS v16 can now be imported into the Estimates mode of a Bid. |
TRUE |
19.1.05 |
Bids |
Vendor Quotes can now be linked to Bid Estimate line items in batches. |
TRUE |
19.1.10 |
Contacts |
Improved how related items in TRUE are shown from the perspective of a Contact. This makes it easier to see what a Contact is linked to, how many items there are, and a single click will navigate you to see everything you're looking for. |
TRUE |
19.1.04 |
Messages |
When the "Notify Client" feature is used in Quotes, Jobs, or Tickets, the Message Thread that is also created, will show the user as assigned. |
TRUE |
19.1.05 |
Bills |
In Bills module, adjusted line items display to include “Cost Code”, “Contract Item”, “G/L Account”, and “Class”, if available. |
TRUE |
19.1.08 |
Addresses |
When addresses are entered in TRUE, they'll automatically offer auto-complete options to select from. |
TRUE |
19.1.05 |
Messages |
Improvements to the "Messages" module in TRUE. By default, loading the Messages module will display "My Messages" filter.
When a client responds back to an exiting message thread, the assigned users will now correctly see the updated unread count over the "Messages" badge to show the total amount of unread messages.
When using the "Notify Client - Text" feature to create a new message thread, the user will be correctly assigned to the thread. |
TRUE |
19.1.05 |
Integration | QBD/QBP/QBE |
QuickBooks Enterprise users, while using the "TQB" connector app, can now jump to records ready to sync. Previously, this was only a feature for QuickBooks Online users. |
TRUE |
19.1.05 |
Pay Requests |
Contracts can now be filtered by whether they have a "retainage balance". |
TRUE |
19.1.05 |
eForms |
Located within a selected Bid, found in the eForm generation screen for a "Proposal" under Step 5, a new Show Option for "Subsummary Tax" has been added. When toggled on, the total tax amount for each Estimate will show on the eForm PDF. |
TRUE |
19.1.05 |
Bills |
Job Costing entries for Bills linked to a Subcontractor can now be set to a type of "Labor" instead of just "Invoiced". |
TRUE |
19.1.05 |
Users / Access |
Access ID 914 has been adjusted to disallow access to line item edit views within the Quotes and Jobs modules. |
TRUE |
19.1.05 |
ePay |
When customers use ePay to make a payment, the amount of that payment will now appear in alerts and activity logs shown to users. |
TRUE |
19.1.08 |
Time Card |
New "Advanced Filter" feature added for Time Card module. |
TRUE |
19.1.06 |
Integration | Sage Intacct |
TRUE now supports integration with Sage Intacct. |
TRUE |
19.1.05 |
Messages |
Made additional improvements to the "Messages" functionality. When using the "Notify Client" feature, the generated thread will now be correctly associated to the related record, as well as the assigned user. Additionally, when a new message is received, the messaging badge will correctly update with the "unread" count. |
TRUE |
19.1.10 |
Contracts |
Contract Item (SOV) Categories can now be pre-loaded via a Company Preference. |
TRUE |
19.1.08 |
Contracts |
Contract "Budget" amounts can now be entered directly from the Schedule of Values panel in the Financial mode. When used, this creates a Job Costing entry and assumes it's for Material. |
TRUE |
19.1.05 |
eForms |
Added the ability to attach PDF files to the "Waiver" eForm (ID #55) found in the Financial Releases section of a selected Contract. |
TRUE |
19.1.06 |
Schedule |
If the linked "Contact" for a "Schedule" record in TRUE is also toggled as a "Lead", selecting this field from a Schedule will now navigate the user directly to the Lead record. |
TRUE |
19.1.07 |
Email Card |
When the "Use Personal Signature Block" is toggled on for a user, and the "Notify Client" feature is used, the "Personal Signature Block" field will be toggled on automatically. |
TRUE |
19.1.06 |
Messages |
New "Message" badges added to bottom right corner of Leads, Quotes, and Jobs modules. This allows for even quicker viewing of whether there are messages available for these modules from the customer. |
TRUE |
19.1.08 |
Email Capture |
Invitations to Bid (ITBs) can now be more easily imported into TRUE via the Email Capture feature. You no longer need to first create an Opportunity in TRUE. Instead, simply forward the ITB to your email capture address with the code "KOSMASEC-PJ-NEW". This will create a new Opportunity automatically, upload and link any attachments, and link the email too. This feature is found in the "Opportunities" module > "+" icon > "Email Capture". |
TRUE |
19.1.07 |
Email Card |
Added Rich Text Editor "refresh" feature in eForm Email cards. |
TRUE |
19.1.09 |
Integration | Tax1099 |
Integration with Tax1099 now available. This pushes vendor and subcontractor data to Tax1099 for the purpose of electronically filing IRS 1099 forms. |
TRUE |
19.1.07 |
Contracts |
Added "Tickets" as an additional option in the "View" menu from within a selected Contract. Tickets could always be seen and navigated to within the "Labor" panel, but is an additional option. |
TRUE |
19.1.07 |
Help Ticket |
"Live Chat Support" feature now available in Help Menu. Allows users to chat with a TRUE Support team member live while using TRUE. |
TRUE |
19.1.07 |
Integration | QBO |
Synced "Expenses" in TRUE to QuickBooks Online now include Customer and Job/Contract information. |
TRUE |
19.1.09 |
Messages |
When assigning a "User" to a Messages thread, if the user has a "Messaging Alert" method set to include texts within their User Preferences, they will automatically receive the text without having their number assigned to the "SMS(Phone)" field. |
TRUE |
19.1.10 |
Alerts |
Added Access ID 1347 to alert users when Milestones are completed for Contracts or Jobs. |
TRUE |
19.1.10 |
Forecasting |
Users can now enter a Percent Complete in addition to Amount, when creating a Forecast for upcoming Pay Requests. |
TRUE |
19.1.08 |
Email Capture |
New feature to create Bills when using the Email Capture feature. For example, you receive a vendor's bill via email. Without taking any action in TRUE, forward that email to your Email Capture address with the code KOSMASEC-PI-NEW in the body. TRUE will recognize the code, create a new Bill record, upload any attached files and link them to the Bill. |
TRUE |
19.1.10 |
Bills |
Users can now request Manager Approval for Bills. If a user is not assigned Access ID 765 (Manager Approval for Bills), when clicking the "Manager Approval" button, they will see the following dialog message: "You do not have access to approve this Bill as a Manager (Access ID 765). Do you want to request Manager Approval from those with access?". If they choose "Request", it will send an alert (in the Alerts mode) to all users who are assigned Access ID 765 to notify them that Manager Approval was requested for that particular Bill. This alert can be clicked on to navigate to the Bill. |
TRUE |
19.1.08 |
Bills |
From the Bills Module, users will now be able to update the 'Stage' for multiple Bills through our batch selection feature. |
TRUE |
19.1.08 |
Invoices |
Invoices can now have mailing labels printed (size Avery 5160) |
TRUE |
19.1.10 |
Integration | Glazier Studio / PartnerPak |
Combined Glazier Studio and PartnerPak import options. |
TRUE |
19.1.08 |
Jobs |
When creating invoices or accepting payments for a Job, new options are now available to make it even easier. The "Down Payment" and "Pay Invoice" features have been moved from the Options menu to the "Uninvoiced" popover. Additionally, "Cash Sale" and "Invoice 100%" have been added to further speed up workflows. |
TRUE |
19.1.09 |
Integration | QBD/QBP/QBE |
TRUE now automatically creates new tax types (Tax Jurisdictions) in QuickBooks Enterprise when syncing Invoices if it doesn't yet exist. |
TRUE |
19.1.09 |
Contracts |
Bills (Vendor Invoices) can now be created from the "New" menu within a selected Contract. Previously, you'd have to navigate to the "Financial" mode of a contract, then "Bills" sub-mode to do this. |
TRUE |
19.1.09 |
Jobs |
Bills can now be created directly from a Job. Previously, this was only a feature for Contracts. To do so click "View" and then the "+" icon within the "Bills" tile. |
TRUE |
19.1.09 |
Expenses |
The "Search", "Job / Contract", and "Vendor" search fields have been consolidated into a single search field. |
TRUE |
19.1.09 |
Pay Requests |
Within the "View Pay Requests" module, a PDF can now be created that matches what is viewed on the screen. This also supports the various sub-summary sort options available. |
TRUE |
19.1.09 |
New Contact Wizard |
Auto-complete address feature is now available when adding a new contact or lead. |
TRUE |
19.1.10 |
Leads |
Email templates can be created for Leads. |
TRUE |
19.1.09 |
Contracts |
In the "Subs" mode within a selected Contract, cost codes can now be added per itemized scope of work. This will additionally appear as a committed job cost entry when approved. |
TRUE |
19.1.09 |
Materials |
In the "Materials" module, added a batch select function found within the "Options" button. This "Combine" feature will automatically consolidate the selected products, matching them by Product. |
TRUE |
19.1.09 |
Company Preferences |
"Connection Log" has been moved from Company Preferences to History and improved to more clearly show external IP addresses and other connection information. |
TRUE |
19.1.12 |
Reports |
Financial reports in TRUE Accounting now generate significantly faster and no longer impact system performance for other users. |
TRUE |
19.1.09 |
User Preferences |
Added a "eForm Salesperson" section to "User Preferences" to allow users to manually configure the "Salesperson" data that populates Quote/Bid eForms across TRUE. |
TRUE |
19.1.09 |
New Contact Wizard |
When a contact search is performed with only a first name, TRUE will now perform a search on that field alone. Previously, TRUE would always ignore this field to avoid too many results from appearing. |
TRUE |
19.1.09 |
Integration | Glazier Studio / PartnerPak |
Improved Glazier Studio / PartnerPak integration for the "Stock Length Bid Summary" import. |
TRUE |
19.1.09 |
Miscellaneous |
The default sort order has been adjusted to "descending" in the following modules: Projects, Milestones, Leads, Quotes, Jobs, Opportunities, Bids, and Contracts. |
TRUE |
19.1.09 |
Purchasing |
When schedules are created from "Drop Ship" POs, the job-site address will now automatically be set as the location on the schedule. |
TRUE |
19.1.09 |
Bids |
Added a "Hide Projects" Company Preference to allow the ability to hide the "Projects" field within the Quotes, Jobs, Bids and Contracts modules. |
TRUE |
19.1.01 |
Messages |
When creating messages from a specific source in TRUE, like a Quote, Contract, Lead, etc, you're now asked if you want the message to be linked to it. This also means that the linked source can now be jumped to right from the message.
Messages, within a Thread, now appear instantly during conversations.
When messages are received externally, a contact can be created easily. This allows inbound text messages to be used as a source of new Leads. |
TRUE |
19.1.01 |
Company Preferences |
Bills can now be automatically archived after a set number of days after posting or syncing. |
TRUE |
19.1.01 |
Bills |
When a new Purchase Order line item is added to a Bill, if the Bill doesn't have a "Tax Type" set yet, an attempt will now be made to set it to match the "Tax Type" set from the Purchase Order, if applicable. |
TRUE |
19.1.01 |
Bills |
"Paid" checkbox has been added to the Bills Advanced Filter. |
TRUE |
19.1.01 |
Login |
Whenever TRUE is updated, users now receive a dialog that appears the next time they login informing them of the update and an option to view this change log. |
TRUE |
19.1.01 |
Products / Services |
The "Reorder Report" can now be exported to Excel as well as in PDF format. Previously, it was only available in PDF format. |
TRUE |
19.1.01 |
Quotes |
Multiple versions of quote line items can now be created, stored, and recalled from within a single Quote. This prevents from having separate quotes when providing multiple options to a customer but not yet knowing which option they'll eventually choose. |
TRUE |
19.1.01 |
Contracts |
Added new Notification named "WIP / Contract Value Mismatch". This will appear if the total contract value doesn't match the total as distributed in the Job Costing system. |
TRUE |
19.1.01 |
Jobs |
Access ID 1635 was modified to deny modifying job "Archive" feature (users cannot archive or reactivate). A new alert was created to anyone with Access ID 1592 whenever a job is reactivated. This is the same access permission which allows users to create jobs. |
TRUE |
19.1.01 |
Files |
Whenever new pictures or files are uploaded into TRUE, whomever is assigned to the quote, job, contract, etc, that it's being uploaded into, will receive a notification. This is so project managers can be kept apprised when new information is added to their jobs/contracts.
Additionally, in the Files module, recently uploaded pictures into jobs/contracts a person is assigned to can now quickly be shown within a time period. For example, if a project manager wants to see all of the pictures uploaded for the last week on their jobs/contracts, they can use this feature for the past 7 days. All the pictures will appear. |
TRUE |
19.1.01 |
Invoices |
Added "Sales by Product" and "Sales by Invoice Item" reports in Invoices module. |
TRUE |
19.1.01 |
Email Capture |
Added "Related" checkbox in Advanced Search. This allows captured emails to be found that have (or don't have) a related module. This is helpful if emails were captured without a code to link them to the appropriate source in TRUE. |
TRUE |
19.1.01 |
Contracts |
The "Performance" report in Jobs module and "Over/Under" report in Contracts module can now be sub-summarized by Division or Facility. |
TRUE |
19.1.01 |
Tasks |
Added new sort options in Tasks module for "Description" and "Due Date". Due Date now also shows more clearly. |
TRUE |
19.1.01 |
Posted |
Added a new 'Search Items' option to search for specific elements/line items of a Journal Entry. |
TRUE |
19.1.01 |
Reports |
Improved the "Sub Ledger Report". |
TRUE |
19.1.01 |
Bills |
Bills can now have line items quickly created from pre-set templates. |
TRUE |
19.1.01 |
Payroll |
Added new "Blended Overtime Rate" rule in Company Preferences. |
TRUE |
19.1.01 |
eForms |
Added two additional eForm Templates - "Cover - Option 2" and "Lump Sum - Option 1". "Cover - Option 2" template is an alternative cover sheet that gives additional space for "About Us" style text. The "Lump Sum - Option 1" template provides an alternative pricing sheet with the ability to pre-configure text templates and optionally add or remove line items as needed. |
TRUE |
19.1.01 |
Leads |
Improved "Source" report available in "Leads" module. |
TRUE |
19.1.01 |
Calendar (DayBack) |
Calendar events and schedules can now be "Cut" and "Pasted" somewhere else. This is helpful when having to adjust the resource view or move to a position not currently visible on the screen.
A screenshot of the calendar can now be taken which allows for easier printing of the visible area.
Use the new "Unscheduled" drop zone to move events or schedules to so they can be sorted and placed back on the calendar. This is helpful when you know a specific appointment or time slot isn't going to work but you don't know quite yet where to put it. These unscheduled items can be stored here, organized by priority, and then dragged back onto the calendar where they need to go. |
TRUE |
19.1.01 |
Calendar (DayBack) |
Calendar Events and Schedules can now have their resources and statuses modified en masse with a new easy to use option. Contact TRUE Support for more information. |
TRUE |
19.1.01 |
Email Card |
When an invoice is to be emailed, the default billing email address will now pre-load. |
TRUE |
19.1.03 |
eForms |
New "Personal Signature Block Always Enabled" feature now available when email eForms. This can be toggled on/off within the User Preferences module. |
TRUE |
19.1.01 |
Reports |
The "Aged Receivables Detail" report now runs 10 times faster than previously. |
TRUE |
19.1.01 |
Bids |
When loading a Bid template, the description will be placed in the Description/Scope field of the Bid. If the multiple proposals/estimates feature is activated, the description will be loaded into the selected Estimate description. |
TRUE |
19.1.01 |
ePay |
ePay and eSign links are now valid for up to 1 year. Previously, they were only valid for 30 days. |
TRUE |
19.1.01 |
Integration | ArcSite |
Data synced to TRUE from ArcSite now can include Product ID to match with the same product in TRUE. This ensures both pricing and inventory control is maintained through the syncing process. Additionally, a "Vendor Update" feature is now available in TRUE to create products in TRUE that already exist in ArcSite. |
TRUE |
19.1.01 |
Contracts |
New "WIP Report (SOV)" now available. This report summarizes job costing data by Schedule of Values instead of using the standard method of summarizing by Cost Codes. |
TRUE |
19.1.01 |
Unposted |
When using the "Unposted" journal entries feature, the number of dialogs a user sees confirming various actions has been significantly reduced. |
TRUE |
19.1.01 |
Email Templates |
ePay is now available for "eForm Templates". |
TRUE |
19.1.01 |
Taxes |
New "Advanced Sales & Use Tax" package available for QuickBooks users. Now, QuickBooks users can enjoy the same tax reporting capabilities TRUE Accounting users have access to. |
TRUE |
19.1.01 |
eForms |
When a signature is deleted from an eForm, the "eSign" feature can now be used to sign it again. Previously, an eForm could only ever be signed once. |
TRUE |
19.1.01 |
eForms |
When the "Save as File" feature in a "CO Request" eForm is used, a copy of the PDF is now correctly stored in the contract's repository. |
TRUE |
19.1.01 |
Journal |
Improved error checks when an attempt is made to post a Bill to assist in preventing common data entry mistakes. |
TRUE |
19.1.01 |
Journal |
Improved audit trail tracking for when users unpost entries (if enabled), delete entries in unposted mode, reopen periods (if enabled), and close periods. |
TRUE |
19.1.01 |
Contracts |
CO Requests can now more easily be found using the "CO Requests Proposal ID" field found in the Contracts module > "Advanced Filter". |
TRUE |
19.1.01 |
Posted |
Posted journal entries can now be filtered to only show those that were entered manually. Navigate to "Posted" > "Filter" > "Manual Entry" checkbox. |
TRUE |
19.1.01 |
Files |
Improved how images appear while using the "Grid" view. Also, new "previous" and "next" feature while viewing a selected file to move quickly to other files without having to return to the list. |
TRUE |
19.1.01 |
Contracts |
New preference now optionally allows contracts to be immediately available for time keeping when created. |
TRUE |
19.1.01 |
Alerts |
New feature where users can now hide alerts they don't want to see anymore themselves. |
TRUE |
19.1.01 |
Jobs |
When a job is set to "Complete", anyone assigned to the job will now additionally receive an alert notification the job is complete. |
TRUE |
19.1.01 |
Jobs |
Added a "Schedules" column to the export option found in the Jobs module. |
TRUE |
19.1.01 |
Receiving |
New Company Preference to disallow inventory items for being created for Contracts as a company default. |
TRUE |
19.1.01 |
Point of Sale |
A link can now be provided to a client to allow them to set up or modify their payment information stored with Stripe without needing an active invoice to do so. Stripe integration is required. |
TRUE |
19.1.01 |
Quotes |
When viewing quotes in a list, the "Unassigned" and "Unscheduled" counts will no longer include "Sent" quotes. |
TRUE |
19.1.01 |
Time Review |
New "Assigned" filter option available in the Time Review module. This only shows personnel who have time punches on Jobs, Contracts, Divisions, or Facilities that you're assigned to. This helps supervisors approve punches for workers that frequently move between departments and jobs by other supervisors. |
TRUE |
19.1.01 |
Bids |
When selecting another product/service for existing line items in Quotes, Jobs, Bids, or Purchasing, the description text will only be set with the new product/service if it's empty; otherwise no change to the description text will be made. |
TRUE |
19.1.01 |
Work Tickets |
When creating a work ticket from a job, the "Estimated Hours" field will now automatically be set based on the hours from the job. If specific line items are selected, only hours from those line items will be included. |
TRUE |
19.1.01 |
Materials |
Materials created from Estimate line items will now show manually entered product descriptions by default, if available. |
TRUE |
19.1.01 |
Point of Sale |
When using the "Down Payment" or "Pay Invoice" feature available in the Quotes and Jobs modules, users will now be prompted if they wish to email a receipt to the client. This was previously only available from within the Invoice module. |
TRUE |
19.1.01 |
eForms |
eForm #13 (Proposal) now includes a Show Option labeled "Hide Zero Items". When enabled, line items with a zero value will be hidden on the proposal. |
TRUE |
19.1.01 |
eForms |
Updated format of eForms #13 and #22 to show more information in the available space. |
TRUE |
19.1.01 |
Contracts |
Added "Notes" feature to contract line items (Schedule of Values). These are now pre-populated if there were line item or estimate notes from the originating bid. Additionally, if a traditional "Fixed Price" or "Fixed Price w/Retention" invoice is created for a contract with itemized notes, those notes will now appear as itemized notes on the invoice. |
TRUE |
19.1.01 |
Purchasing | PO to SO |
When using the inter-company feature of automatically creating sales orders from another company's purchase order, the number of line items supported has now been increased to infinite. |
TRUE |
19.1.01 |
Bids |
Improved functionality around locking and unlocking Quotes, Jobs, and Bids. |
TRUE |
19.1.02 |
Invoices |
When a credit is created from a line item of an invoice, an entry in the Activity Log will now appear. |
TRUE |
19.1.01 |
eForms UX |
The way eForms are designed and what information appears on them can now easily be modified by the TRUE team to fit the unique needs of each customer. |
TRUE |
19.1.01 |
Contracts |
Improved export of Contract Items to include over a dozen additional data points. |
TRUE |
19.1.01 |
CO Requests |
Updated "CO Log" report to include additional information regarding Change Orders such as "Paid", "Invoiced", and "Balance". |
TRUE |
19.1.01 |
eForms |
eForm #58 (CO Request) now includes a new "Show Option" that replaces the "Proposal ID" with the originating contract's "CO ID" if selected. |
TRUE |
19.1.01 |
Payroll |
TRUE Accounting: A "View Entry" button has been added within a selected Payroll period in the Payroll module. |
TRUE |
19.1.01 |
Integration | LogiKal |
Improved LogiKal integration which allows Glass, Panels, general Orders, and Materials to be imported from LogiKal into the Materials module in TRUE. |
TRUE |
19.1.01 |
Integration | Glazier Studio / PartnerPak |
Glazier Studio data can now be imported into TRUE's Material module. The "Glass Stock Usage", "Stock Length Usage", and "Glass Cut List" reports are now supported. |
TRUE |
19.1.01 |
Payroll |
Payroll Breakouts will now default to use the HR based Work Comp Codes / Rates / States if a punch doesn't have a valid Work Comp Code via Activities. |
TRUE |
19.1.01 |
eForms |
Added a "Header" field to allow the user to rename the generated "RFI", "Submittal", or "Transmittal" eForms. Additionally added a "Show Option" for the Transmittal and Submittal eForms to optionally "hide" specified stamp options. |
TRUE |
19.1.01 |
Projects |
New "Projects" module available in Directory workflow. This allows for Quotes, Jobs, Bids, and Contracts to be linked to a Project. A common use of this feature is where a Subdivision will be a Project wherein many Jobs will be worked over time. This makes visibility and reporting easier to handle. |
TRUE |
19.1.01 |
Quotes |
Quotes can now be enabled as a "Template". This is controlled with a new feature in Company Preferences. When a template quote is upgraded to a job, a duplicate of the quote is automatically created and upgraded to a job. This allows the original quote to remain unchanged and ready for use again in the future. |
TRUE |
19.1.01 |
Purchasing |
Purchase Order line items can now be imported with a "Match ID" to allow TRUE to automatically link them to existing Products / Services. |
TRUE |
19.1.01 |
Addresses |
The "State / Province" field throughout TRUE can now be overridden with custom values. This can be useful to limit the states or provinces available, or to reorder them. |
TRUE |
19.1.01 |
Calendar (DayBack) |
New "Unscheduled" feature available in the Calendar. A slide panel can now appear on the right side of the calendar where schedules/events that have yet to be placed on the calendar can temporarily reside. Any schedule/event can be dragged into this area or it can appear if the "Unscheduled" toggle is enabled within a selected schedule/event. This is a great feature for schedulers who need to find open slots for jobs but don't know where to place them yet, and, when issues arise and need to reschedule a job, but don't yet know where to relocate it. |
TRUE |
19.1.01 |
Files |
When uploading files via a "Submittal", "RFI", "Transmittal", or "Vendor Quote", TRUE will now display all available folders but only show the files that were uploaded specifically for that source. |
TRUE |
19.1.01 |
eForms |
Improved eForms #13 (Proposal eForm, in Bids module) and eForm #22 (Itemized-Quote eForm, in Quotes module) which now include better spacing, column arrangement, etc. |
TRUE |
19.1.01 |
eForms |
Added the ability to add "Image" type files to the Invoice eForm (eForm ID #17). |
TRUE |
19.1.01 |
Bids |
Multiple proposals can now be created simultaneously for multiple bidders within the Bids module. |
TRUE |
19.1.01 |
Integration | Glazier Studio / PartnerPak |
PartnerPak data can now be imported into TRUE's Material module. The "Stock Length Bid Summary", "Frame Hardware Bid", and "Glass Cut List" reports are now supported. |
TRUE |
19.1.01 |
History |
Improved how History (Audit Log) entries are searched for ease of use. |
TRUE |
19.1.01 |
CO Requests |
Manual entry of a CO Request amount has been deprecated. |
TRUE |
19.1.01 |
Calendar (DayBack) |
Syncing TRUE calendar data to external calendars such as Microsoft Outlook or Google Calendar now includes the address information, if available. |
TRUE |
19.1.01 |
eForms |
The "IMAGES" feature for the "All-In-One" eForm (#30) has been adjusted to fit 1 picture (instead of 2) and take advantage of all available space. |
TRUE |
19.1.01 |
CO Requests |
Files uploaded within a CO Request will now additionally appear in the Repository/Files for the Contract. |
TRUE |
19.1.01 |
Miscellaneous |
Improved Activity Log look and feel as well as added the ability to edit manually entered entries. Additionally, the "FILES / EMAILS / NOTES" section has been completely replaced throughout TRUE and replaced with badges to more quickly interact with Files, Emails, Notes, eForms, Checklists, Reviews, and Events. A count of related items are shown with tooltips to show what each icon represents. |
TRUE |
19.1.01 |
Integration | QBO |
Updated QuickBooks Online integration to now allow for seamless and easy onboarding for new users via their online web session. |
TRUE |
19.0.50 |
Time Clock |
When using the "Time Clock" feature in TRUE, the following changes have been made: 1. You no longer have to enter a PIN code if you're already signed in as a user. 2. Added a "Start / Finish" button to the "Jobs" segments allowing faster clock in/out for field technicians. 3. Users with a keyboard, when needing to enter a PIN code, can now click "Enter PIN" and type it in instead of clicking on the onscreen PIN options. 4. When clicking "Start" in a Work Ticket, the user is no longer asked to confirm their cost center as that was redundant. |
TRUE |
19.0.50 |
Company Preferences |
Commissions can now be hidden when assigning users via a new setting in Company Preferences. |
TRUE |
19.0.50 |
Jobs |
Users with access to create Purchase Orders, can now do so directly from Job line items without having to first create Requests. |
TRUE |
19.0.51 |
Time Review |
Added "Earliest Allowed Start" optional feature found in Company Preferences. When enabled and an "Error Check" is ran on existing time entries, TRUE will automatically adjust the start time to the earliest allowed start time. |
TRUE |
19.0.50 |
Time Review |
The new optional "Apply Unpaid Break Automatically" feature in Company Preferences will apply an unpaid break with default start and finish times when the Error Check feature is run. Specifically, any day with more than 6 hours of combined "Work" and "Travel Between" type time punches are affected. |
TRUE |
19.0.50 |
Users / Access |
When using the "Access Wizard", entire modules can now be enabled or disabled with all access permissions contained within with a single click. |
TRUE |
19.0.50 |
Purchasing |
Purchase Orders with fractional quantities can now be marked as "Sent" as long as those line items with fractional quantities have their "Inventory" checkboxes disabled. |
TRUE |
19.0.50 |
Work Tickets |
Unarchived Tickets where "Time Clock" is enabled and with a linked Schedule that is before today will no longer be available to enter time on when using the TRUE Time mobile app. Tickets without a linked schedule will appear (assuming they're also active and the "Time Clock" is enabled). The purpose of this is to reduce the number of unneeded Tickets that are showing as available for workers. |
TRUE |
19.0.50 |
Vehicles |
Added new "Miscellaneous" field in Vehicles module. This can be used to show additional unique information about a vehicle (or equipment) that didn't fit with any other available option. |
TRUE |
19.1.01 |
Time Review |
New method for reviewing, modifying, and approving time punches in the Time Review module now available. |
TRUE |
19.0.50 |
Miscellaneous |
When selecting Jobs, Contracts, or Work Tickets, if there are more than 100 active results, no results will instead display requiring a search to be performed. This is to ensure performance is optimum as scrolling through 100 or more records is slower than searching. |
TRUE |
19.0.50 |
Applicants |
Added an export data feature in the Applicants module. |
TRUE |
19.0.51 |
Integration | QBD/QBP/QBE |
Estimates in QuickBooks can now be imported into Quotes and Bids within TRUE. |
TRUE |
19.0.51 |
Integration | QBD/QBP/QBE |
Purchase Orders in QuickBooks can now be imported into TRUE. |
TRUE |
19.0.51 |
Schedule |
Calendar data (.ics files) can now be easily imported into TRUE's "Events" or "Schedules" calendars. |
TRUE |
19.0.51 |
Analysis |
Added “Job” and “Quote” filter checkboxes in the Advanced Filter for the Dynamics Charting module. |
TRUE |
19.0.51 |
Jobs |
When importing job line items, you can now additionally set the item "Stage". |
TRUE |
19.1.01 |
eForms |
The "Name (Optional)" field for an address related to the Invoice will be included on the Invoice (Original) eForm. |
TRUE |
19.0.51 |
Quotes |
Improved ease of adding client and point of contact information to quotes and jobs. |
TRUE |
19.0.51 |
Jobs |
Specific users can now be restricted from archiving Jobs if they have Access ID 1635 (Deny Job Archiving). |
TRUE |
19.0.51 |
Purchasing |
You can now find Purchase Orders where job costing is completed or not within the "Advanced Filter". |
TRUE |
19.0.51 |
Analysis |
Added "Close Date", renamed "Date" to "Origin Date", and added new "Job Stage" sort. This will more easily allow for jobs to be filtered by when they were created (aka "Closed") and then sorted by current job stage. |
TRUE |
19.0.51 |
Jobs |
The "Basic" report in Jobs can now optionally be sub-summarized by "Assigned" or "Stage". |
TRUE |
19.0.50 |
Work Tickets |
When the "Start" button is used in a Work Ticket, it now immediately creates a punch instead of navigating the user to the "Time Clock" workflow. |
TRUE |
19.0.51 |
eForms |
Optimized Invoice eForm #17 for address window envelope use. |
TRUE |
19.1.01 |
Integration | STACK |
Upgraded STACK integration to support new features allowing for take-off line items to be imported into TRUE from STACK. |
TRUE |
19.0.51 |
CO Requests |
When adding a "Bond" amount to a Change Order, a Job Costing record will be created for the Bond amount. When "View Source" is used for this Job Costing record, the user will be navigated to the selected Change Order. Additionally, a note will be added to the Job Costing record in the following format: "Change Order: [Change Order ID] ([CO #]) |
TRUE |
19.1.01 |
eForms |
Additional PDFs can now be appended to an RFI eForm (#7). |
TRUE |
19.0.51 |
Integration | Stripe |
Stripe users can now accept ACH Direct Debit payments in addition to card payments. This replaces the previous Plaid integration. The benefits are:
1. No longer applying for authorization from Plaid as it's automatically included with your Stripe account.
2. Works with more financial institutions.
3. Fees are 0.8% capped at $5. For example, a $100 payment incurs of fee of $0.80 while a $100,000 payment incurs a fee of $5. |
TRUE |
19.1.01 |
Job Costing |
Total Sell Price of all Budget type Job Costing records has been added to the Job Costing mode within a selected Contract. |
TRUE |
19.0.51 |
Integration | QBO |
QuickBooks Online integration now supports contacts with middle names up to 25 characters. |
TRUE |
19.0.51 |
Time Review |
Made improvements to how Time Cards are interacted with in the Time Review module. |
TRUE |
19.0.51 |
Quotes |
When a quote is upgraded to a job, anyone assigned to the quote now automatically receives an alert notification. |
TRUE |
19.0.51 |
Bills |
When syncing Bill records from TRUE to QuickBooks, TRUE's Bill ID will now be placed in the 'Memo' section of the Bill record when viewed in QuickBooks. |
TRUE |
19.0.51 |
Integration | Stripe |
TRUE now supports ACH Payments via Stripe Integration. |
TRUE |
19.1.01 |
Job Costing |
Improved the "Cost Code Breakdown" report found in the "Bids" and "CO Requests" modules. |
TRUE |
19.1.01 |
Requests |
Added a "Pending" request counter. |
TRUE |
19.1.01 |
Posted |
Journal Entries can now be filtered by "No Class" in both the Unposted and Posted modes of the Journal module. |
TRUE |
19.1.01 |
Bids |
Resolved an issue where batch "Markup/Margin" wasn't affecting "Labor" items. |
TRUE |
19.1.01 |
Bids |
A bid's contingency percentage can now be manipulated across multiple lines via batch selection. |
TRUE |
19.1.01 |
Contracts |
Added percentage figures to the "Charts" section in the Overview mode of a Contract. Also include an updated "Costs - Budget - Margin" comparison. |
TRUE |
19.1.01 |
Help Ticket |
Added "View Change Log" in the Help menu. This is still accessible from within the "System Information" module. |
TRUE |
19.1.01 |
Clients |
Added "Merge" feature which allows a Client, Vendor, or Subcontractor to be combined with another throughout TRUE. This affects everything but TRUE Accounting journal entries. |
TRUE |
19.1.01 |
Bills |
Removed outdated "Misc Charges" field from "Bills" module. |
TRUE |
19.1.01 |
Files |
Added "Markup" feature for image type files. Allows lines, circles, text, arrows, colors, and more to be marked up on an image and saved as a new version. |
TRUE |
19.1.01 |
Schedule |
When a route is now created from a list of schedules, that route will also be linked to any work tickets, contracts, or jobs the schedules were linked to. |
TRUE |
19.1.01 |
Schedule |
Calendar schedule resources can now be easily renamed for all existing schedules using the new "Replace Resource" feature. |
TRUE |
19.1.01 |
Time Card |
You can now quickly jump to a linked cost center (Job / Contract) from a time punch in the list. |
TRUE |
19.1.01 |
Integration | CRL Showers Online |
Added CRL Showers Online import capability to Quotes and Jobs modules via the Partner App feature. |
TRUE |
19.1.01 |
Clients |
Improved the "Update Journal Entries" feature to also handle changes to an account name with previously made journal entries. |
TRUE |
19.1.01 |
eForms |
Added feature to hide signature block for eForm 23 "Lump Sum". |
TRUE |
19.1.01 |
eForms |
The Invoice eForm will no longer show the "Name (Optional)" field within the Billing Address field. |
TRUE |
19.1.01 |
Bills |
When a Bill is duplicated, any assigned users in the original Bill will now appear |
TRUE |
19.1.01 |
eForms |
Invoices now optionally show multiple tax jurisdictions instead of only a single combined one. |
TRUE |
19.1.01 |
Bills |
A prompt now appears when "Bills" are duplicated asking if the assigned user(s) should be assigned to the duplicated bill. |
TRUE |
19.1.01 |
Clients |
Client Statement eForms can now be generated in a batch, printed all at once, and emailed at the same time. |
TRUE |
19.1.01 |
Quotes |
If a "Customer PO" is entered in a Quote or Job which matches a previously entered one for the same client, TRUE will notify you to check before proceeding. |
TRUE |
19.1.01 |
Invoice Wizard |
New "Insert Remaining" feature will automatically populate the remaining percent complete, dollar amounts, or quantities for each line item when creating a new invoice from a job. |
TRUE |
19.1.01 |
Contracts |
Data can now be exported to Excel from within the "View Pay Request" module. |
TRUE |
19.1.01 |
Bids |
Improved "Summary" report generated from within Bids module to now include sub-summary totals by status by assigned. Managers can now quickly see the total amount of bids in various statuses totaled by each Estimator. |
TRUE |
19.1.01 |
Rentals |
When rental equipment is coming due soon for a Job or Contract, anyone assigned will now receive an alert notification. Previously, only managers with Access ID 1478 received a notification. |
TRUE |
19.1.01 |
Transactions |
Source Documents can now be optionally cleared. |
TRUE |
19.1.01 |
eForms |
Adjusted name of eForm "Statement" to "Statement - Itemized", made styling improvements, and added an aging table. Adjusted name of eForm "Statement (2)" to "Statement - Summarized". |
TRUE |
19.1.01 |
Integration | CRL Showers Online |
Made further improvements to how CRL Showers Online data is imported into TRUE. |
TRUE |
19.1.01 |
Bills |
Resolved an issue where Job Costing dates did not always match the Bill's invoice date in some cases. |
TRUE |
19.1.01 |
Credits |
Improved the Open Deposits Report added the ability to archive Credit Memos. |
TRUE |
19.1.01 |
Files |
When uploading images from TRUE Field, an entry is now created in the activity log for Jobs and Contracts. |
TRUE |
19.1.01 |
Transactions |
TRUE Accounting users can now view an entry in the Posted Journal from the root level source document for Bills, Invoices, Pay Applications, Credit Memos, and Transactions. |
TRUE |
19.1.01 |
Files |
Added new feature to more quickly search for photos/videos that have been uploaded recently and linked to job/contacts/tickets a user is assigned to. They can then be seen in a new "grid" view and flipped through quickly. This allows a project manager to quickly see recent photos/videos taken by field crews using the mobile TRUE Field app and then jump into those projects if they have any questions/concerns. |
TRUE |
19.1.01 |
eForms |
Work Ticket eForms (#18) can now have a signature block show by default. |
TRUE |
19.1.01 |
Main Menu |
New global search feature available. Quickly search TRUE for an address, phone number, email, or other information across 12 modules. |
TRUE |
19.1.01 |
Journal |
New feature allows created journal entries to automatically post and skip the "Unposted" step. |
TRUE |
19.1.01 |
Invoices |
Added new Quick Invoice PDF icon available in the Items mode of an invoice. This allows single click generation of invoices using eForm #17 (Invoice). |
TRUE |
19.1.01 |
Invoices |
When using "Point of Sale" and a credit is available for the customer, TRUE will now remind you before immediately proceeding. |
TRUE |
19.1.01 |
Alerts |
Alerts can now be created manually and sent to one or more users instantly. Each use will receive their alerts based on their own preferences, which could be dashboard, email, text message, and push notification to mobile device. |
TRUE |
19.1.01 |
Purchasing |
Generate a purchase order eForm with a single click using the new PDF icon found in the Items tab within a selected purchase order. |
TRUE |
19.1.01 |
Email Templates |
Added the ability to configure Email Templates for eForms across various modules in TRUE, including: Clients, Quotes, Jobs, Bids, Contracts, Invoices, Purchasing, Shipping and Work Tickets. |
TRUE |
19.1.01 |
Job Costing |
When using the Job Costing > Table View feature and sorting by Cost Code, Contract Item, or Cost Center, sub-summarized totals for "Budget", "Committed", "Labor", "Invoiced", "Cost", and "Value" now appear. |
TRUE |
19.1.01 |
Time Review |
When viewing a subset of personnel in the Time Review module, when navigating back and forth in some cases the personnel list would revert to show all active personnel. This no longer occurs. |
TRUE |
19.1.01 |
Integration | STACK |
STACK integration now works in TRUE's "Quotes" and "Jobs" modules. Previously, it only was available in the "Bids" module. |
TRUE |
19.1.01 |
Purchasing |
Added "Assigned" feature to Purchasing module. This allows specific users to be assigned to POs and to quickly view POs assigned to you. |
TRUE |
19.1.01 |
Assigned |
New "Assigned" module available from Quick Actions menu ("Lightning Bolt" icon). Quickly shows you everything you're assigned to, including Tasks, Files, Notes, Reviews, Contacts, Leads, Routes, Quotes, Jobs, Invoices, Opportunities, Bids, Contracts, Purchases, Bills, and Work Tickets. |
TRUE |
19.1.01 |
Jobs |
Resolved an issue where in some situations the timestamp for ePay or eSign may appear to be the wrong time. |
TRUE |
19.1.01 |
Bills |
If a line item on a Bill is linked to a "Product / Service", a blue dot will appear. |
TRUE |
19.1.01 |
Job Costing |
Added "Duplicate" feature to all rows within each Job Costing mode in TRUE. Previously, users had to use the "Copy" and then "Paste" features. |
TRUE |
19.1.01 |
Point of Sale |
Clicking "Done", after processing a payment, now skips the optional steps available such as linking to more than one invoice. User can click "Next" to still see the optional steps. |
TRUE |
19.1.01 |
Jobs |
From within an Advanced Search in the Jobs module, jobs can now be filtered by their "Scheduled Date" or by their linked "Ticket Scheduled Date". |
TRUE |
19.1.01 |
Time Review |
Access ID 1637 is now available to restrict the personnel visible in the Time Review module to only those a user is designated as a "Supervisor" of. A personnel's supervisor can be set in the advanced section of their personnel record. |
TRUE |
19.1.01 |
Rentals |
Alerts for Rentals will now only be triggered if not archived. |
TRUE |
19.1.01 |
Cost Codes |
New "Cost Code Details" and "Cost Code Summary" reports. Improved cost code export which includes all related job costing data filtered by timeframe. |
TRUE |
19.1.01 |
Activities |
"Payroll Wage Items" can now be set in "Activities" and then populated in the breakouts table in "Payroll" for later sync to QuickBooks using time clock sync feature. |
TRUE |
19.1.16 |
List Templates |
In the List Templates module found in Company Preferences, added ability to assign users in unique ways. This includes assigning users to task line items, as well as automatically assigning users directly to a record when the template is used from certain modules. |
TRUE |
19.1.01 |
Purchasing |
Multiple purchase orders can now have their "Job Costing" updated simultaneously when viewing purchase orders in a list. |
TRUE |
19.1.01 |
Messages |
Alerts created when users are assigned to a message now include an improved description of the message topic. |
TRUE |
19.0.47 |
Users / Access |
When viewing Users to select one or more, you can now filter down the list by "Group", "Division", and "Facility". |
TRUE |
19.0.49 |
Milestones |
When using the "Show Contracts Only" or "Show Jobs Only" options in the Milestones module within the Planning workflow, only active Contracts or Jobs will show |
TRUE |
19.1.01 |
Jobs |
New Kanban Board feature now available in Jobs module. This was previously only available in the Work Tickets module. |
TRUE |
19.0.48 |
Clients |
When viewing a list of Clients, Vendors, or Subcontractors, the "Nickname" will now also appear next to the official name. |
TRUE |
19.0.47 |
Inventory |
When viewing and picking stock items in TRUE, the list shown can now be adjusted to only show items within a specific "Location" as an option. |
TRUE |
19.0.47 |
Quotes |
Improved "Credit Limit Check" feature when interacting with "Down Payment Required" feature when upgrading a Quote to a Job. Previously in certain instances, even though a client had a sufficient credit limit, the system was requiring a down payment. |
TRUE |
19.0.48 |
eForms |
Added "Hide Description" option for Invoice eForm (#17). |
TRUE |
19.0.50 |
Integration | PGT |
Added new data import format from vendor "PGT". |
TRUE |
19.0.48 |
Jobs |
When creating materials from a job, you're now asked if you optionally want to consolidate items by "Product". |
TRUE |
19.0.48 |
eForms |
In eForm #13 (Advanced Quotes) the "Scope of Work" section was moved into its own "Step" to provide additional space. |
TRUE |
19.0.48 |
Quotes |
When marking parent level items that belong to an assembly as "Non-Billable", you'll now be asked if only the parent level or all components as well should be set the same. |
TRUE |
19.0.48 |
Integration | YKK |
YKK Order Acknowledgement PDFs can now be imported into TRUE to populate all line item detail and pricing within a Purchase Order. |
TRUE |
19.0.48 |
Invoices |
Invoices can now be searched by their linked Job/Contract's "Company" setting within the Advanced Search feature in the Invoices module. |
TRUE |
19.0.48 |
eForms |
When Invoice eForm #17 is generated, the company/brand will now be set automatically based on the linked Job or Contracts "Company" setting. |
TRUE |
19.0.49 |
Integrations |
PartnerPak integration added to Quotes and Jobs modules. |
TRUE |
19.0.48 |
Events |
When deleting a series of events, you're now asked if you want to delete all or just the ones in the future. |
TRUE |
19.0.48 |
eForms |
We have added a default preference to the Purchase Order eForm (ID #12) to allow the user to pre-populate the "Subject" and "Body" fields when using the "Email" feature. |
TRUE |
19.0.48 |
Reports |
Added "Job/Contract" optional information for Trial Balance and Profit & Loss reports. |
TRUE |
19.0.48 |
Help Ticket |
When session recordings are opened or downloaded, TRUE now creates a "History" log of it to keep track of which users have downloaded or viewed videos. |
TRUE |
19.0.48 |
Contracts |
In the "View Pay Requests" module, the "Pay App Due Day" will now show per Contract when sorted by Contract. |
TRUE |
19.0.48 |
Integration | QBD/QBP/QBE |
Added new company preference "Force Expense-Based Items" which forces Bills synced to QuickBooks to use "Expense-Based" instead of "Item-Based" items in QuickBooks when the line item in the bill is linked to a purchasing line item. |
TRUE |
19.0.49 |
Integration | mySalesman |
mySalesman now integrates with TRUE. Learn more at https://www.mysalesman.com/ |
TRUE |
19.0.48 |
Jobs |
You can now optionally pre-load a template of Tasks whenever a new Job is created. In "Company Preferences", in the "Quotes / Bids / Jobs" section, set the "Default Task Template" field. |
TRUE |
19.0.48 |
eForms |
The "Internal" field has been added to the selected eForm so users can adjust the internal text that appears in "Files/Emails/Notes" and the "Description" field on the eForms list when "View" is clicked for a specific record. |
TRUE |
19.0.48 |
Integration | ArcSite |
ArcSite (https://www.arcsite.com) projects can now be created from TRUE's Quote module and synced to ArcSite or created in ArcSite and synced to TRUE. Additionally, if a project is updated in ArcSite, the new information can be synced back to TRUE. |
TRUE |
19.0.48 |
Help Ticket |
Added the ability to schedule training sessions with the "?" Help Ticket icon found on the upper right hand corner of TRUE. |
TRUE |
19.0.48 |
Users / Access |
Newly created users will now have their calendar view set to "Schedule" and the "Sub-Menu" preference enabled by default. |
TRUE |
19.0.48 |
Products / Services |
When a "Product / Service" is set as an "Assembly" in the "Components" mode, both the assembly's total cost and sell now appear. |
TRUE |
19.0.49 |
Integration | QBD/QBP/QBE |
In TRUE QuickBooks sync file for QuickBooks Desktop, a sync log now shows all previous syncs that can be queried. |
TRUE |
19.0.48 |
eForms |
Added "Hide Tax" feature for "Purchase Order" eForm (#12). |
TRUE |
19.0.49 |
Products / Services |
Added "Utilization Report" which provides quantities and cost of items purchased and sold within a given period. |
TRUE |
19.0.48 |
Vendor Quotes |
"Requests" can now be created from Vendor Quotes. This will also transfer any linked Files and Emails. |
TRUE |
19.0.48 |
eForms |
When a user's language is set to something other than English, but wants to generate eForms in English for clients and vendors, use the "Force English" feature in Company Preferences. |
TRUE |
19.0.49 |
Jobs |
Vendor Quotes can now be created from a Job. |
TRUE |
19.0.48 |
Requests |
When a Request is upgrade to a PO, any related Files and Emails are now also attached to the PO. |
TRUE |
19.0.49 |
Configurator |
Improved Configurator feature found in the Quotes and Jobs modules to allow for custom creation of complex assemblies in a Q&A step-by-step format for ease of use. |
TRUE |
19.0.48 |
Users / Access |
Added new "TRUE Limited" User Access Type available in "Users / Access" module. This is currently available for $15/user/month and includes the following features:
Messages, Reminders, Alerts, Dashboard, Time Clock, Calendar (optional $9month), Favorites, Phone List, Bulletin Board, Tasks (module restricted and "My Tasks" only), Files (module restricted only, "My Files", and "Cabinet" only), Notes (module restricted only), Checklists (module restricted only), Email Capture (module restricted only), System Information, User Preferences, Schedule, Contracts (Overview, Repository, Tasks, Labor, Logs, with financial data hidden), Requests (new requests only), Expenses (new expenses only), Receiving, Inventory, Work Tickets, Vehicles, Tools, Rentals, Time Card ("My Time" only), Time Review ("My Time" only), Routing, Shipping |
TRUE |
19.0.48 |
Inventory |
A grand summary has been added to the "Inventory by Category" report. |
TRUE |
19.0.48 |
Email Capture |
Added a new Company Preference called "Ignore Inline Attachments" for the Email Capture feature. When checked, captured emails will not import inline images as "Files". Attachments will continue to be imported. |
TRUE |
19.1.01 |
eForms |
eForms can now be sent via SMS (texted) in addition to be emailed. This requires the "Messages" package to be activated. Use the "eSign" or "ePay" buttons to alternatively sent a clickable link. When the link is used, the recipient will see the eForm on their phone, tablet, or computer. From there they can eSign, ePay, download it, or email it to themselves. Any replies the recipient makes for the text message will appear in the "Messages" module. |
TRUE |
19.0.48 |
Help Ticket |
Session Recordings can now be restricted if a user has Access ID 1630. |
TRUE |
19.0.49 |
Login |
Updated Introductory layout viewed by new users. |
TRUE |
19.0.48 |
Company Preferences |
Added "Request Email" feature within the "Email Capture" section of the Company Preferences module. When clicked, this will pre-populate a support request to ask TRUE to create a generic email for you. |
TRUE |
19.0.48 |
Leads |
Multiple Leads can now be selected and have a new "Activity Log" added to them simultaneously. |
TRUE |
19.0.48 |
Reports |
Added "Description / Scope / Instructions" text in the "Basic" report located within the Jobs module. |
TRUE |
19.1.01 |
Quotes |
Improved "Notify Client" feature to now handle rich text (HTML) emails, and email templates. Email formatting has also been improved, supports signature blocks, and is now sent from the email that's set for the current user's preferences (employee work email or company-wide email address). |
TRUE |
19.0.49 |
Calendar (DayBack) |
Users can now access standard menu options from within the Calendar module. |
TRUE |
19.0.49 |
Purchasing |
When an attempt is made to mark a Purchase Order as "Sent" (it's ordered), TRUE will warn you if it exceeds the job/contract budget. |
TRUE |
19.0.48 |
Integration | QBD/QBP/QBE |
When syncing Invoices to QuickBooks and using the Global Tax Model (Canada, for example), TRUE now allows unique tax types (jurisdictions) to be applied per line instead of on the invoice overall. Tax Types must be set up in the Job prior to invoice creation. |
TRUE |
19.0.48 |
Integration | QBD/QBP/QBE |
When Expenses (Field Purchases) are synced to QuickBooks, the "Job/Contract" information will now additionally sync. |
TRUE |
19.0.48 |
Taxes |
"Tax Exempt" can now be set as a Tax Type jurisdiction for workflows involving A/P, such as the Vendors, Purchasing, Expenses, and Bills modules. |
TRUE |
19.0.48 |
Users / Access |
Users can now be found when searching for a User by "Group", which is set in the "Advanced" mode of linked Personnel record(s). |
TRUE |
19.0.48 |
Addresses |
Addresses, when viewed from a list to select from, will now include the "Address Name", even if they're linked to a source that has its own name. |
TRUE |
19.0.49 |
Language |
TRUE now supports over 100 languages. |
TRUE |
19.0.50 |
Integration | Edge |
Integration added with EyeRate. When jobs are completed, job information is sent to EyeRate, which assists in obtaining reviews from customers. For more information, please visit EyeRate at https://eyeratebusiness.com/ |
TRUE |
19.0.51 |
Time Card |
A Work Ticket can now be selected for a newly created punch from within the Time Card module. |
TRUE |
19.0.51 |
Purchasing |
While creating multiple bills for purchase orders has always been a feature of TRUE, the "New Bill" automated feature found in the "Purchasing" module will now automatically create additional Bills based on the unbilled quantity and amounts remaining. |
TRUE |
19.0.50 |
eForms |
The "All-In-One" eForm (#30) now has an option to "Hide Attributes". |
TRUE |
19.1.01 |
Integrations |
"Kawneer order acknowledgements, XLSX format, can now be imported into Purchase Orders in TRUE. |
TRUE |
19.0.50 |
Calendar (DayBack) |
Personnel can now be added to a Schedule record as Resources in "Groups". This functionality allows a "Group" to be chosen under "Custom Fields" in a selected Schedule record on the Calendar in order to add a list of Resources, which will pull the linked User names from the Personnel records set with the selected "Group".
Groups should be set up in the Categories module, then set to Personnel records accordingly (found under the "Advanced" menu of selected Personnel records). Please notify us when this has been completed so the development team can add the Groups to your Calendar so they can be selected. Changing the list of users for each Group will require the development team's intervention. |
TRUE |
19.0.49 |
Purchasing |
Items selected from "Products / Services" can now be batch added to a Purchase Order. |
TRUE |
19.0.50 |
Expenses |
Expense IDs (Field Purchases) will now appear in the "Jobs" and "Contracts" sections so users can quickly refer to a number without having to click on it. |
TRUE |
19.0.49 |
Map |
Added new show options in the "Map" module. |
TRUE |
19.0.49 |
eForms |
The "Total" on a Purchase Order eForm can now be optionally hidden. |
TRUE |
19.0.49 |
CO Requests |
Added "eSign" feature for "CO Requests" (Change Orders). |
TRUE |
19.0.49 |
Leads |
Added a "Leads" checkbox in the "Advanced Filter" to search for all contacts, whether they're still a lead or not, to then use the reporting options available in the Leads module. |
TRUE |
19.0.49 |
Bills |
When adding line items to a Bill from a Purchase Order, Access ID 359 will control whether or not a user can view the "Amount" field in this list. |
TRUE |
19.0.49 |
Contacts |
Added “Origin Date” and “Activity (Date)” to the Advanced Filter in the Contacts module. |
TRUE |
19.0.50 |
Purchasing |
Added "Inventory (Item)" checkbox in Advanced Filter which allows you to find Purchase Orders that have "Inventory" enabled in any of their line items. |
TRUE |
19.0.49 |
Help Ticket |
Instructions for how to take screenshots have been added to the Request Support feature. |
TRUE |
19.0.49 |
Taxes |
Improved how phrases such as "nontaxable" and "tax exempt" were used systemwide. |
TRUE |
19.0.49 |
Time Card |
Added "Attendance Reason" as additional data that can be exported from within the "Time Card" or "Time Review" modules. |
TRUE |
19.0.49 |
Time Review |
Personnel that appear in the "Time Review" list now adhere to the "Record Access" rules as applied in the "Personnel" module. What this allows you to do is provide specific authorized lists of personnel that other people can approve/review time punches for. |
TRUE |
19.0.49 |
Jobs |
Changed the wording "Payment" found in the "Jobs" module to "Pay Invoice" to provide better clarity of its purpose. |
TRUE |
19.0.49 |
Receiving |
Added job/contract information to alert notification description that's sent when items are received. |
TRUE |
19.0.50 |
Clients |
The "Nickname" field is now a configurable Category with a drop-down list. |
TRUE |
19.1.01 |
Bills |
In the Advanced Filter, added "Credit Available" filter. |
TRUE |
19.0.49 |
Jobs |
Resolved an issue where Jobs could not be sorted by ID ascending or descending. |
TRUE |
19.0.49 |
Invoices |
Down payments shown on an Invoice will now show the date the payment was transacted, not the date the credit was applied. |
TRUE |
19.1.01 |
Job Costing |
Job Costing entries linked to Change Order Requests now correctly navigate user when the "View Source" feature is used. |
TRUE |
19.0.50 |
Integration | STACK |
Added additional methods for importing data from STACK into the Bids and Materials modules within TRUE. Learn more about STACK at https://www.stackct.com/blog/true-2/ |
TRUE |
19.0.49 |
Users / Access |
Added "Copy Work Email Token" feature found in "Manual" email setup. This allows multiple users to share the same email when sending eForms (Quotes, Proposals, Acknowledgements, Invoices, Purchase Orders, etc) from TRUE. |
TRUE |
19.0.50 |
Commissions |
Improved Commission Export feature in Invoice module. |
TRUE |
19.0.50 |
Time Clock |
When you now use the Time Clock module, if your user account is linked to a personnel account, TRUE will ask you to simply confirm who you are instead of requiring you to enter a PIN code every time.
Additionally, when entering a PIN code, you can now optionally click where it says "Enter PIN" which allows you to type in a PIN with a keyboard and press return/enter. |
TRUE |
19.0.50 |
Vendors |
You can now batch select multiple contacts when adding them to a Client, Vendor, or Subcontractor. |
TRUE |
19.0.50 |
Credits |
Updated "Credit Memo" Report. |
TRUE |
19.0.50 |
Login |
Now removing extra spaces users accidentally add when entering usernames and passwords during login. |
TRUE |
19.0.50 |
eForms |
In the "Purchase Order" eForm (#12), the "Delivery Instructions" can now have a default value. |
TRUE |
19.0.44 |
Applicants |
Added an Advanced Filter search option for the Applicants module. |
TRUE |
19.0.44 |
Miscellaneous |
Any "Assigned" user, in any module, can now additionally be assigned a "Role". The roles to choose from are defined within Category #150 (Assigned - Role). This can assist in determining who is primary Project Manager, Estimator, Crew Leader, etc. |
TRUE |
19.0.44 |
Email Settings |
Emails sent from TRUE now have improved spacing. |
TRUE |
19.0.46 |
eForms |
Added the ability to set a "Default PDF" to automatically generate for the Purchase Order eForm (eForm ID #12). |
TRUE |
19.0.46 |
Files |
Added new icons for more file formats and adjusted file image preview. |
TRUE |
19.0.44 |
eForms |
We have added additional functionality to the Purchase Order eForm to allow users to add a delivery contact. This can be found under "Step 2" in the Purchase Order eForm, and simply allows you to pre-populate this eForm with contact information based on existing Personnel records. |
TRUE |
19.0.46 |
Users / Access |
Updated Access ID 1540 (View Contract Financial Information) to additionally cover the following features: Export Contracts, Export Tax Report, Export Contract Items, Export Job Costing, Export for Payroll, Basic Report, Over / Under Billing Report, WIP (Current vs. Total) Report, Summarized WIP Report, Expenses Report, and "Subcontractors" Report. |
TRUE |
19.0.44 |
Help Ticket |
The "?" feature now allows users to access the "Knowledge Base", "Request Support", view "Session Recordings", and view team based "Instructions" to assist in specialized business rules. |
TRUE |
19.0.46 |
eForms |
Updated the following eForms to conform with the recently added "Related Emails" feature when selecting emails to send an eForm to. This will pull related Client/Vendor email and any related Contact email for the following additional eForms: "RFI" eForm (#7), "Submittal" eForm (#9), "Transmittal" eForm (#10), "Advanced Quotes" eForm (#13), "Safety Talk" (#3), "Daily Report" (#5), "Time & Materials" (#6), "Near-Miss Report" (#38), "Report of Injury" (#39), "Hold Harmless Agreement / Equipment Release" (#40), "Notice" (#52), "Waiver" (#53), and "Notice [Florida]" (#54). |
TRUE |
19.0.46 |
Contracts |
Improved the "WIP (Current vs Total)" report. |
TRUE |
19.0.44 |
Help Ticket |
Access ID 1623 is required to modify new "Instructions" feature located within the "?" menu. |
TRUE |
19.0.44 |
Work Tickets |
Added additional functionality when scheduling Work Tickets on the Calendar. TRUE will now automatically populate the "Title" and "Description" fields of a schedule record created from a Work Ticket. The "Topic" and "DESCRIPTION/SCOPE/INSTRUCTIONS" fields are used for this purpose. |
TRUE |
19.0.45 |
Inventory Count Wizard |
Improved Inventory Count Wizard to group items by "Product". Now supports scanning standardized (Product) and non-standardized (Inventory) QR codes using the camera of an iOS or Android device while in a webpage. |
TRUE |
19.0.44 |
eForms |
The "Delivery Instructions" within a "Purchase Order" eForm (#12) can now be pre-loaded via a drop-down list from a "Category" (#151). |
TRUE |
19.0.44 |
Company Preferences |
The "Edit Name" default settings can now be modified when new Quotes or Jobs are created. Previously, the format was "ID | Client Name". Now, this can be modified. |
TRUE |
19.0.44 |
Clients |
Work Tickets can now be created for a specific Client and viewed within the Clients module in the Directory. This will display all Active and Archived Work Tickets that are linked to this Client record. |
TRUE |
19.0.46 |
Calendar (DayBack) |
Changes to schedules now create history audit logs. This is helpful when determining who last modified a schedule in some way. |
TRUE |
19.0.44 |
eForms |
"Purchase Order" eForm (#12) now includes "Hide Project" show option. |
TRUE |
19.0.44 |
Jobs |
When line items have components, the simplified line item view in the "Quotes", "Jobs", and "Estimates" modules will now always show the total of the parent plus components, even if the parent is not set to "Assembly". |
TRUE |
19.0.44 |
Products / Services |
Components can now be set whether they're billable or not. This allows scenarios where component pricing is already included in the parent's pricing but still needs to be included for procurement reasons. |
TRUE |
19.0.46 |
Contracts |
New "View Pay Requests" module added. Based on the contracts currently being viewed, launching this module will show all related Pay Requests. The Pay Requests can then be sorted by contract, month, and accounting status. Selecting a Pay Request navigates to the contract record. |
TRUE |
19.0.44 |
Bids |
When upgrading a Bid to a Contract, if components are present and those components are set to "Individual" (instead of "Assembly") and the option to use estimate items to build the contract item list (schedule of values) is chosen, TRUE will only create one contract line and treat the total as an assembly for that purpose. |
TRUE |
19.0.47 |
Leads |
Sources can now be edited and deleted. Previously, sources could only be created. |
TRUE |
19.0.44 |
eForms |
Added "Near-Miss Report" eForm (#38) to "Contracts" module. |
TRUE |
19.0.46 |
eForms |
Improved eForm #52 (Notice). |
TRUE |
19.0.46 |
eForms |
Improved eForm #54 (Notice [Florida]). |
TRUE |
19.0.46 |
Jobs |
Parent level line items with components will now be prevented from the quantity being set to zero. Line items without components can have their quantity set to zero. |
TRUE |
19.0.46 |
Inventory Count Wizard |
Improved Inventory Count Wizard to require Access ID 1628 to clear count results or apply them. When applying results, TRUE will reassign inventory location based on count tallies, mark items missing as "Done" with the "Shrinkage" option checked, and create new items as needed. |
TRUE |
19.0.46 |
Jobs |
New access ID 1625 required to use the "Set all Reserved as Done (Used)" feature within the Inventory mode of a selected Job. |
TRUE |
19.0.46 |
Personnel |
Improved "Advanced Filter" capabilities within the "Personnel" module. |
TRUE |
19.0.46 |
Products / Services |
Hierarchy field added to "Export Price Book" and "Import/Update Price Book" feature. This allows you to set hierarchy names for many records via Excel, then upload them into TRUE. |
TRUE |
19.0.46 |
Training |
Resolved an issue where the training "Validation" didn't always show the most up-to-date status. |
TRUE |
19.0.46 |
Dashboard |
Improved load time for "Field" dashboard. |
TRUE |
19.0.46 |
Routing |
Added "Map" feature within an individual "Stop" option menu. When using an iOS or Android device, the user's map app preference will attempt to load the correct locally installed app (Apple Maps or Google Maps). When using a Windows or macOS computer, the user will be navigated to Google Maps web browser version. This is in addition to the built in map feature that already shows the most optimum route for all stops. |
TRUE |
19.1.01 |
Reminders |
Completely redesigned Reminders module. Allows easy to use recurring reminders that can be assigned to multiple team members. |
TRUE |
19.0.45 |
Contracts |
"Subcontractor" field added to the Advanced Filter to allow searching for Contracts by related Subcontractor accounts added within the "Subs" mode of a Contract. |
TRUE |
19.0.48 |
eForms |
Added new "Service Call Site Review & Record" eForm accessible via the Work Tickets module. |
TRUE |
19.0.46 |
Inventory |
Removed requirement that "Product / Services" items had to have the "Stock" checkbox checked in order to see inventoried Products by "Stock" in TRUE. |
TRUE |
19.0.46 |
Personnel |
Added the following to the Personnel export feature: "Position Date", "Position", "Position Occurrence", "Position Rate", and "Salaried". |
TRUE |
19.0.46 |
Tasks |
Replaced the label "Punch List" with "Field" in Task module and in every Task mode within TRUE. |
TRUE |
19.0.46 |
Server |
Automatic re-login due to inactivity adjusted from 1 hour to 8 hours. |
TRUE |
19.0.46 |
Routing |
Routes can now be archived from the list layout individually or via batch selection. |
TRUE |
19.0.47 |
Bids |
Improved "Cost Code Breakdown" PDF report available in Estimate mode. |
TRUE |
19.0.46 |
Planner |
Gantt Chart (Planner) can now be duplicated and renamed. |
TRUE |
19.0.46 |
Receiving |
Alert notifications will now be sent when items are received to users assigned to related "Jobs", "Contracts", and anyone with Access ID 1626. Notifications will include the Vendor and the Job/Contract name, if available. Viewing the alert will navigate the user to the corresponding Purchase Order. |
TRUE |
19.0.46 |
Routing |
Renamed "Addresses Report" to "Stops Report" and improved report to allow for large amounts of notes per stop. Renamed "Print Route" to "Directions Report". |
TRUE |
19.0.46 |
Receiving |
When appending a "Note" to an item during receiving, users can now select from a default list of notes to add. These notes are seachable from within Purchasing, Receiving, and Inventory modules. The default list can be modified within the Categories module, #153 (Receiving - Note). |
TRUE |
19.0.46 |
Alerts |
Emailed alert notifications now include a "View Alert" feature. When clicked, TRUE will open and navigate you to what the notification is referencing. |
TRUE |
19.0.46 |
Users / Access |
Within a selected User, added "Apply Profile" feature. This will replace any existing access permissions with an existing profile. Previously, this same action had to be taken from within the "Profiles" mode. |
TRUE |
19.0.46 |
Routing |
Viewing a route Overview now requires Access ID 503. Viewing a route's Stops now require Access ID 1627. |
TRUE |
19.0.47 |
Integration | CFS |
An Itemized Estimate PDF generated from Computer Fencing System (CFS) software can be imported into the "Materials" module. All line items are imported including Product ID, Description, Quantity, and Sell Price. |
TRUE |
19.0.46 |
Point of Sale |
Transactions taken using Stripe integration will include details of the bank or card (for example, "AMEX ending in 9999"). Additionally, this information will appear optionally on the "Invoice" and "All-in-One" eForms. |
TRUE |
19.0.46 |
Materials |
When sorting "Materials" by "Vendor", if a material is linked to a product and that product has an assigned vendor, the vendor's name will now display correctly. |
TRUE |
19.0.46 |
Calendar (DayBack) |
When using the Bidders source in the calendar, the bid stage can now be adjusted from within the calendar directly by using the "Custom Fields" option in the popover. |
TRUE |
19.1.01 |
Integration | Plaid |
Updated Plaid integration for Bank integrations. This provides an improved experience when importing financial data from bank accounts when using TRUE Accounting. |
TRUE |
19.0.47 |
Integration | Glazier Studio / PartnerPak |
PartnerPak's "Bid Summary" can now be imported into a Bid in TRUE. |
TRUE |
19.0.46 |
eForms |
Modified Purchase Order eForm (#12) from showing "#" to "Line" to refer to line item sequencing. |
TRUE |
19.0.47 |
Bids |
When deleting builds (assemblies or individualized component groupings) within the Estimate module, the user will now be warned that deleting a parent will also delete all components. |
TRUE |
19.0.46 |
Journal |
"Ledger Number" and "Ledger Name" filters now include drop-down selections for quicker searches. |
TRUE |
19.0.46 |
Products / Services |
Product Hierarchies can now additionally be double-clicked to expand or condense when selecting a "Product / Service". Previously, users had to click on the "carrot" symbol to perform this action. |
TRUE |
19.0.47 |
Products / Services |
When using the "Product Hierarchy" feature to help selecting a product or service, the hierarchy can now be fully expanded or collapsed with new available buttons. Additionally, double-clicking on a level will expand or collapse it. |
TRUE |
19.0.47 |
Divisions |
The display text for "Divisions" have been modified to additionally support an "ID" number, if applicable. |
TRUE |
19.0.48 |
Dashboard |
New dashboards available for the "Service" and "Contracts" workflows that allow summary information by Facility or Division. Managers can switch between these while users can also be restricted to only see the Facility or Division their assigned to. This feature is available in the "User Preferences" module > "Dashboard". |
TRUE |
19.0.47 |
Pay Requests |
When using the "View Pay Requests" feature, pay requests can now be sorted and summarized by Facility, Division, and Client. |
TRUE |
19.0.47 |
Schedule |
Added audit logging (History) for events and schedules on the calendar. This can be accessed by opening the "Edit" card, clicking the information icon, then clicking "View History". |
TRUE |
19.0.47 |
Locations |
Labels can now be batch printed to a printer roll or Avery labels. |
TRUE |
19.0.47 |
Inventory Count Wizard |
When applying inventory counts, you can now choose to treat empty (null) count fields as zero or skip them. Also added feature to sort locations by last check to assist in conducting cycle counts. |
TRUE |
19.0.47 |
Personnel |
Improved PTO Report. |
TRUE |
19.0.50 |
Integration | CRL Showers Online |
Import CRL Showers Online PDFs directly into TRUE for your Glass and Hardware orders. Supports upload to a TRUE Purchase Order. Eliminates data entry errors, saves time, and ensures the correct items are tracked all the way through Receiving. |
TRUE |
19.0.47 |
Integration | QBD/QBP/QBE |
Added "QB Sales Rep" field within the preferences mode of the Users / Access module. Quickbooks only supports a 5 character abbreviation when syncing Sales Representative information. This allows the full person's name to appear in TRUE while using the abbreviation in Quickbooks. |
TRUE |
19.0.48 |
eForms |
When selecting emails when sending an eForm, you may now optionally select an unlimited number of emails. Previously, there was a limit of 16. |
TRUE |
19.0.47 |
Jobs |
The "Notify Client" feature now requires a company email to be set to function. This is so customer responses are properly relayed. |
TRUE |
19.0.48 |
Leads |
A "Source" report has been added to the report options found under the "PDF" icon within the Leads module. This will generate a Leads by Source report for the Leads in the current filtered list. |
TRUE |
19.0.47 |
Invoices |
Added "Sales by Product Cost Code" Excel export. This rolls up the currently filtered invoices and shows total by line items linked to a Product which in turn are linked to a Cost Code. This allows a quick way to view sales by cost code (department, etc) for any given period. |
TRUE |
19.0.47 |
Work Tickets |
Added new "Outcome" named "Material Stage" for use when marking itemized materials on a work ticket as complete. With this turned on, the stage of each material is set to "Done" within the "Materials" module. |
TRUE |
19.0.47 |
Bills |
When a bill's "Manager Approval" button is confirmed, an alert is now sent to anyone with Access ID 1629. |
TRUE |
19.0.47 |
Purchasing |
Improved the "Receiving" calculation to not include line items set to not be received. |
TRUE |
19.0.47 |
Alerts |
When items are received, the alert message sent will not only include the PO number and Vendor name, but also the originating Client and Job/Contract information, if applicable. |
TRUE |
19.0.47 |
Integration | CFS |
An "Itemized Estimate" PDF and "Labor Worksheet" PDF generated from Computer Fencing System (CFS) software can be imported into the Bids module as line items. Product IDs, descriptions, quantities, and sell pricing import automatically. In addition, if product IDs match data in TRUE, the cost of those products in TRUE are automatically used to establish the project's budget. |
TRUE |
19.0.47 |
Messages |
Further improved Messages module to support sending and receiving pictures and files, improve performance, and show additional related information. |
TRUE |
19.0.47 |
Bids |
Bids can now be more specifically filtered by any of the linked Bidders bid status, due date, and overall sent date. |
TRUE |
19.0.49 |
Clients |
In a selected Client, the counts that initially appear are for active related Quotes, Bids, Jobs, Contracts, Pay Requests, and Invoices. If you want to see all (active and archived), click the "Options" button, and click "View All Counts". When you click on a segment, you'll be shown the data based on the view you're in (All or Active Only). |
TRUE |
19.0.47 |
Purchasing | PO to SO |
Clients with multiple TRUE files can now create Purchasing Orders in one and have it automatically create Jobs (Sales Orders) in another. This saves data entry time when owners have both wholesale and installation firms that buy and sell to each other. |
TRUE |
19.0.47 |
Bills |
If the tax model preference is set to "Global Tax Model" PO items added to bills will pull over the subtotal instead of the total. |
TRUE |
19.0.47 |
Inventory |
Added product category in stock inventory export. |
TRUE |
19.0.47 |
Time Review |
Added "Attendance" hours when viewing personnel. |
TRUE |
19.0.47 |
Quotes |
Attributes without a "Division / Facility" restriction set will now be available for users to select even if the user does have a "Division / Facility" restriction. |
TRUE |
19.0.47 |
Check Register |
Added new check template "SF4001-1SC" |
TRUE |
19.1.01 |
Integration | QBD/QBP/QBE |
New "Require QB Item Codes" feature added in Company Preferences when syncing Invoices and Bills. This will stop syncing from occurring if any line items are not linked to a Product in TRUE that also has a product key from QuickBooks. |
TRUE |
19.0.48 |
CO Requests |
In "Contract Setup", added new feature "Bond Required". When enabled, change orders are required to include a bond amount prior to approval. |
TRUE |
19.0.47 |
Vendors |
Archived contacts will now show an indicator they're archived when viewed within the "Contacts" mode of a "Client", "Vendor", or "Subcontractor". |
TRUE |
19.0.48 |
eForms |
New "CO Requests" eForm. |
TRUE |
19.0.49 |
Reports |
Added report filtering by "Class". |
TRUE |
19.0.47 |
eForms |
Added "Special Conditions" section to eForm #13 (Advanced Quotes), available in the Bids and CO Requests module. This allows a block of text to be placed below the line items, but above the summary and signature sections. |
TRUE |
19.0.35 |
Work Tickets |
Multiple email addresses and phone numbers can now be entered when using the "Notify Client" feature to send an email or text message to a customer from within TRUE. |
TRUE |
19.0.34 |
eForms |
Improved user interface when emailing eForms. |
TRUE |
19.0.34 |
Miscellaneous |
Improved the user interface for the Quick Actions and Settings menus systemwide. |
TRUE |
19.0.34 |
Purchasing |
When searching purchase orders by a job or contract, you can now perform a keyword search or a specific search by first selecting a job or contract. |
TRUE |
19.0.34 |
Bids |
Added "Company" fields to the "Opportunity" and "Bids" module. |
TRUE |
19.0.34 |
Jobs |
Improved radius search feature within the Jobs module. |
TRUE |
19.0.35 |
Quotes |
Improved the "Notify Clients" feature to allow for multiple email addresses, improved user experience, and ease of use. |
TRUE |
19.0.35 |
ePay |
Added ePay options in Email card settings for quotes, allowing emails to include ePay and the down payment amount required. |
TRUE |
19.0.40 |
Clients |
Whenever a client is selected to be added to a Quote, Job, Opportunity, Bidders, Bid, Contract, or Work Ticket, an optional instructions/warning can be displayed to the user that's unique to the client.
Also, whenever a vendor is selected to be added to a Purchase Order, Expense, or Bill, an optional instructions/warning can be displayed to the user that's unique to the vendor. |
TRUE |
19.0.35 |
Main Menu |
Added "Sub-Menu" option in User Preferences allowing users to view an expanded menu navigation interface. |
TRUE |
19.0.40 |
eForms |
For Invoice eForm #17, added labels to various IDs in header. |
TRUE |
19.0.37 |
Calendar (DayBack) |
Added the ability to modify the fields that are displayed for Schedule records on Calendar. This can be modified within Company Preferences. |
TRUE |
19.0.40 |
Purchasing |
New Table View mode which provides, by line item, the vendor, type, job/contract, cost code, delivery dates, order ID, inventory location, pick ticket, shipment, and route. |
TRUE |
19.0.38 |
Inventory |
Performance in TRUE has been improved when exporting Items from the Inventory module. |
TRUE |
19.0.35 |
Locations |
Improved performance of viewing inventory counts per location (aisle, bin, room, etc) when over 10k items are present. |
TRUE |
19.0.35 |
Tools |
In the Tools module, added the ability to assign a location to selected tools. |
TRUE |
19.0.35 |
Invoice Wizard |
Improved Invoice Wizard to show line sequence an item notes. |
TRUE |
19.0.37 |
eForms |
Improved "Attachments" eForm Template to use shortened URLs. |
TRUE |
19.0.37 |
Work Tickets |
Added Access ID #1614. This will send alerts when a Work Ticket is completed to any user with this Access ID assigned. |
TRUE |
19.0.38 |
Invoices |
New "Job/Contract Dependent ID" in Company Preferences allow invoice numbers to be based on job or contract IDs with an appended increment starting at 1. |
TRUE |
19.0.35 |
Addresses |
You can now optionally require an address name to be entered before an address is saved. This can be set in "Company Preferences" > "Miscellaneous" > "Address Name". |
TRUE |
19.0.35 |
eForms |
When emailing eForms from TRUE, the "Subject" can now also include default text. |
TRUE |
19.0.35 |
ePay |
When using ePay on a quote (eForms #22, 23, and #30), the ePay Amount will now automatically be set to 50% of the sell price and will verify it's not empty. |
TRUE |
19.0.35 |
ePay |
TRUE will now verify a "Client" is linked to a quote or job before "ePay" is used. |
TRUE |
19.0.38 |
Quotes |
Modified the existing Company Preference for the "Manager Approval" feature. Added a field that allows the user to enter a dollar amount. When this feature is enabled, it will hide the "Manager Approval" button within the Quotes/Jobs/Bids modules unless the sell price of a quote exceeds the figure entered in Company Preferences. |
TRUE |
19.0.35 |
Company Preferences |
Use the "Auto Follow-Up in Days" feature to automatically set your follow-ups in Quotes and Bids when they're marked as sent. |
TRUE |
19.0.35 |
Alerts |
When requests are added to a purchase order, users with Access ID 584 will receive a notification. |
TRUE |
19.0.35 |
Routing |
Added new access permissions to restrict users from marking a stop on a route as "Loaded", "Delivered", or "Billed". These are 1615, 1616, and 1617, respectively. |
TRUE |
19.0.37 |
Invoices |
Added "Tax Table View" in Invoices module. This allows for manual tax changes to be made to handle special use cases such as discretionary taxes with limits when using TRUE Accounting. |
TRUE |
19.0.37 |
Receiving |
Items to be received can now further be filtered by originating purchase order type. |
TRUE |
19.0.37 |
Jobs |
Added a batch select button for the Jobs module called "Time Clock". This will allow the user to enable the TRUE Time Clock feature on multiple Job records at once. |
TRUE |
19.0.37 |
Contracts |
Added a batch select button for the Contracts module called "Time Clock". This will allow the user to enable the TRUE Time Clock feature on multiple Contract records at once. |
TRUE |
19.0.37 |
Time Clock |
The "Time Clock" toggle can now be turned on and off for Contracts and Jobs en masse. |
TRUE |
19.0.40 |
Products / Services |
Added an additional Advanced Filter search field for the Product/Services module called "Client/Vendor". This will allow users to filter their search for Products/Services by the assigned Client or Vendor record. |
TRUE |
19.0.38 |
Schedule |
New "Move" batch action allows multiple selected schedules to be moved to a specific date or forward/backward by X number of days. |
TRUE |
19.0.37 |
Bills |
Added a feature when selecting line items from a Purchase Order that will pull into a Bill. |
TRUE |
19.0.40 |
Payroll |
Added a feature in the Time Review module to allow the ability to "Sort" Personnel records by "First Name" or "Last Name". |
TRUE |
19.0.39 |
Users / Access |
In some cases, users were able to be assigned more than once to a quote, etc. Users can now only be assigned one time. |
TRUE |
19.0.38 |
Alerts |
Improved the Fuel/Mileage alert to include additional information. |
TRUE |
19.0.40 |
Clients |
When viewing a list of clients, vendors, or subcontractors to choose from, an additional information icon is now available. |
TRUE |
19.0.38 |
Time Card |
When exporting time card data, a "Year" and "Week" column have been added to support more advanced filtering and sub-summary sort options in Excel. |
TRUE |
19.0.38 |
Attributes |
Multiple attributes can now be added to a work ticket simultaneously. |
TRUE |
19.0.38 |
Files |
Users can opt to use the previous version of the files management system via a user preference checkbox option labeled "Force Class Files". When enabled, users will be navigated to the "Classic" version directly. |
TRUE |
19.0.38 |
Files |
Files can now be viewed from within the advanced mode of the "Personnel" module > "Time Off" > selected entry > "View Files" tile using the new file management system. |
TRUE |
19.0.38 |
eSign |
Improved notification message when a customer emails an eSigned PDF to themselves and the company email settings are not set up correctly. |
TRUE |
19.0.39 |
Pay Requests Wizard |
Added new "Jobsite" feature. This automatically fills out the pay app's amounts to be billed per schedule of value based on the current jobsite progress. The jobsite system allows for crew leaders to update which activities are completed per opening/area. Those activities include cost, sell, and estimated hour data. This allows for automatic pay app generation based on realtime jobsite conditions without requiring an onsite review by a project manager or superintendent. |
TRUE |
19.0.39 |
Integration | QBD/QBP/QBE |
When voiding transactions that were previously synced with QuickBooks, the transaction will now automatically flag for an update in the QuickBooks Dashboard. |
TRUE |
19.0.40 |
Job Costing |
Improved "Actual Completion" feature found on Work-In-Progress Report. Alongside "Financial Completion", actual completion uses job-site reported progress reports to report the real, up-to-date, completion per cost code of a project. |
TRUE |
19.0.39 |
Files |
In the "Files" module, the "Folders" mode has been re-added and supports the new file management system. When accessing this directly within the "Files" module, any folders and files shown within the "Folders" mode are unrelated to any other source. This allows you to have a company level storage system that doesn't require files to be related to a job or other source. |
TRUE |
19.0.39 |
Jobs |
When archiving multiple jobs at the same time, TRUE will now also omit the archived jobs from the list the user is viewing. |
TRUE |
19.0.39 |
Quotes |
When a client is selected to be added to a quote or job, if a default shipping/location address for the client is available, the user will be prompted to confirm whether it should be used as the job-site address for the job. Previously, this occurred without a prompt. |
TRUE |
19.0.40 |
Users / Access |
Added new "Access Wizard" available from individual Users or Profiles. |
TRUE |
19.0.40 |
eForms |
Added a "Default PDF" feature to the Invoice eForm. This will allow the user to set a PDF file to automatically generate for every Invoice eForm. |
TRUE |
19.0.40 |
Notes |
Notes can now be entered with formatting, fonts, colors, numbered lists, hyperlinks, and more. |
TRUE |
|
Invoices |
|
TRUE |
19.0.46 |
Contracts |
In Submittals mode, added new customizable "Stage" field. |
TRUE |
19.0.41 |
eForms |
Added refresh feature to all eForm previews. |
TRUE |
19.0.41 |
Integration | QBD/QBP/QBE |
When using a Quickbooks integration, if a client address is changed in TRUE, the client will be automatically flagged for an update sync with Quickbooks. This allows the Quickbooks address to also be updated. |
TRUE |
19.0.41 |
Clients |
When linking an existing client to a quote or job, only the "Shipping / Location Address" will be used to prompt the user if they wish to set the "Jobsite Address" with the same address. Previously, the system would also attempt to use the "Billing Address" if no other addresses were available. |
TRUE |
19.0.44 |
Contracts |
In "Releases", "Owner" and "Owner Address" can now be pre-set when generating Notice eForms. |
TRUE |
19.0.42 |
eForms |
Invoice eForm #17 now optionally allows transactions (payments, refunds, credits) to be shown including summarized credit/debit/bank information if using Stripe integration. |
TRUE |
19.0.41 |
Credits |
The "Credits Applied" section in the "Clients" module was redundant and therefore removed. |
TRUE |
19.0.41 |
Jobs |
Whenever one or more line items on a job automatically recur because of a set recurrence, an alert (Access ID 1618) is created for any assigned users of that job. |
TRUE |
19.0.42 |
Tools |
Improved how new tool IDs are set. Also adjusted the tool "Assigned" report to sort tools by ID within each Assignee with a page break in between. This allows the report to be handed to each Assignee more easily. |
TRUE |
19.0.41 |
Quotes |
Create a Down Payment directly from a Quote while simultaneously converting the Quote to Job. This will cut down on clicks for the user and offer a smoother transition from Quote to a Job while conducting financial transactions. |
TRUE |
19.0.41 |
Jobs |
When a work ticket is created from job line items in the "Items" mode, if those items have components, those components will now automatically be included on the work ticket. This change does not affect a similar feature in "Table View" mode. |
TRUE |
19.0.47 |
Setup |
Subscriptions can now be adjusted by clients within TRUE from the "Setup" module > "Manage My Subscription". |
TRUE |
19.0.42 |
eForms |
New "Worksite Evaluation & Crew Talk" eForm added. This allows you to assess hazards, track inspections, record safety briefings, obtain signatures from all attendees and generate a PDF to be sent to a customer, etc. This can be created and filled out on a phone, tablet, or desktop computer from any Ticket. |
TRUE |
19.0.45 |
eForms |
Previously generated eForms can now be filtered en masse, viewed, and marked as reviewed without having to enter each job, contract, or ticket. |
TRUE |
19.0.42 |
Calendar (DayBack) |
Added "Notify Crew" feature. From within any schedule, click this to send an email or text message to any resourced crew members for the schedule. Alert methods are controlled within individual Personnel records. |
TRUE |
19.0.43 |
Schedule |
Added a feature in the Planning workflow found in the Schedules module. You can now Archive multiple Schedule records via the Batch Select feature. |
TRUE |
19.0.42 |
Dashboard |
"Shop" dashboard will now auto-refresh upon initial navigation if the last update was more than 24 hours ago. |
TRUE |
19.0.42 |
CO Requests |
Approved Change Orders will now respect taxable status when added to the schedule of values if contract is not an AIA payment type. |
TRUE |
19.0.43 |
Materials |
Within each material row, current stock, reserved, done (used), and unfulfilled quantities are now displayed. This allows for easier planning when sourcing and procuring materials per contract. |
TRUE |
19.0.44 |
Bids |
Users can now toggle between setting "Margin" or "Markup" as their default method throughout TRUE. |
TRUE |
19.0.42 |
eForms |
Rich text formatting options are now available for eForms emailed from TRUE. |
TRUE |
19.0.42 |
Materials |
Create finished inventory from a materials list. The most common use case is some sort of fabricated, assembled, or manufactured product that will be sold, shipped, or installed as a single item. |
TRUE |
19.0.43 |
Materials |
When using the "Create Inventory" feature within the Materials module, TRUE will now only allow you to create new inventory up to the indicated quantity for that material. This feature is used when an item has been assembled or manufactured and needs to be subsequently tracked as inventory for the purpose of assigning shelf locations, pallet staging, and shipping manifests. |
TRUE |
19.0.43 |
eSign |
Added eSign functionality to the "Purchase Order" eForm. |
TRUE |
19.0.43 |
Work Tickets |
Added "Kanban Board" view for Work Tickets. This allows you to easily visualize your tickets, move them between stages (columns) and types/stations (swim lanes). See who's assigned and which job/contract they're linked to along with scope of work/instructions. |
TRUE |
19.0.44 |
Planner |
Completely redesigned Gantt Chart available in "Planner" module. Highlights include: Changes saved automatically, export to Excel, print to PDF, filtering, row drag and drop, split tasks, right-click menu, zooming, milestones, improved dependencies. |
TRUE |
19.0.43 |
eForms |
Default email subject and body text can now be preset using rich text options such as bold, italics, font colors, font styles, etc. |
TRUE |
19.0.43 |
Budgets |
Budgets can now be set by dollar values rather than just percentages. Classes can now be set (allows for variation by division, etc). Consolidated reports can be ran for a subset of months. |
TRUE |
19.0.43 |
Bills |
Added "Manual Entry (Multiple)" feature to add many lines to a bill at the same time. |
TRUE |
19.0.43 |
Vehicles |
When setting up "Maintenance" for vehicles, an odometer/hours entry is no longer required. This allows the maintenance notification system to provide problem alerts that do not involve odometer/hours; for example, insurance, registration, and other date specific items. |
TRUE |
19.0.43 |
Jobs |
When marking a job as "Complete", if any reserved, unused inventory is still associated with the job, you'll receive a notification and not be allowed to proceed. The purpose of this is to decide whether the reserved inventory should be marked as done (used) or returned to stock. |
TRUE |
19.0.43 |
Routing |
Improved map's refresh option within Routing module. Occasionally, the route would not display after a refresh. |
TRUE |
19.0.43 |
Work Tickets |
When a Work Ticket with it's "Outcome" set to "Deplete Inventory" has line items linked to "Materials", and those material line items are marked as "Complete", TRUE will now deplete those related inventory items. |
TRUE |
19.0.43 |
Jobs |
In the Inventory mode within the Jobs module, reserve inventory can now be confirmed as done (used) from there instead of having to jump to the inventory module. |
TRUE |
19.0.43 |
Materials |
Improved "Materials" printed label formatting. |
TRUE |
19.0.43 |
Tools |
Improved Tool QR code label. |
TRUE |
19.0.43 |
Purchasing |
When uploading files and images into purchase orders, you can now optionally turn off the automatic feature that also links those files and images to the purchase order's job or contract repository. |
TRUE |
19.0.44 |
Company Preferences |
New "Plain Text Emails" option now available. Some users with nonstandard email configurations may require plain text options as opposed to rich text formatting, which is default. |
TRUE |
19.0.44 |
Work Tickets |
From the Kanban Board, drill down into a work ticket by first selecting it (double-click) then clicking on the spyglass icon. |
TRUE |
19.0.38 |
Tools |
Preventative Maintenance (PMCS) is now available for Tools. Previously, this was available only for vehicles. |
TRUE |
19.0.24 |
Payroll |
When selecting personnel to include in a payroll run, you can now additionally choose only salaried personnel. |
TRUE |
19.0.25 |
eForms |
The email body for invoices can now be pre-populated with the following merge fields: Invoice ID, Balance, Paid, Due Date, Terms, and Invoice Date. |
TRUE |
19.0.24 |
Quotes |
If "Manager Approval" is turned on for a quote, TRUE will not allow the quote to be marked as Sent until a user with sufficient access has approved it. |
TRUE |
19.0.44 |
Personnel |
Added "Advanced Filter" feature in Personnel module. |
TRUE |
19.0.25 |
Quotes |
When adding a contact to a quote or job and the "+" icon is used to create a new contact, the user will instead by guided through the standard New Contact Wizard. If a client is already set to the quote or job, the newly added contact will also be linked to the client. |
TRUE |
19.0.24 |
Calendar (DayBack) |
In "User Preferences", each use can choose which default calendar source to load with the "Lightning Bolt" > "Calendar" feature is used. |
TRUE |
19.0.25 |
Configurator | Sq/Ft - Glass |
Added option to turn on/off feature that rounds up to nearest even inch. |
TRUE |
19.0.25 |
Products / Services |
When choosing a product / service, a new advanced filter is available as well as sorting by category. |
TRUE |
19.0.25 |
Contracts |
Improved "Basic" report by adding contract value and sorting options. |
TRUE |
19.0.27 |
Integration | QBO |
TRUE will now additionally sync uploaded documents in TRUE to QuickBooks Online when Bills are synced. |
TRUE |
19.0.25 |
Materials |
When ordering items from the material list of the same product but with different architectural mark numbers, TRUE allows you to consolidate for procurement reasons, but shows all related mark numbers with quantities automatically. When receiving, TRUE correctly associates these consolidated purchases to the original material list items. |
TRUE |
19.0.26 |
Calendar (DayBack) |
Added "Open Maps" custom button for schedules within the calendar. This allows mobile users on iOS (iPhone / iPad) or Android to open either Apple Maps or Google Maps based on their user preferences within TRUE. |
TRUE |
19.0.27 |
Contracts |
Added new "WIP (Current vs. Total)" report. This combines elements of the "Summarized WIP" and "Over/Under" reports. |
TRUE |
19.0.25 |
Work Tickets |
When choosing an image to append to a work ticket, TRUE will now initially only show you images linked to the work ticket already. |
TRUE |
19.0.25 |
Calendar (DayBack) |
Similar to "Events", schedules can now have a reminder set at the time of the schedule, 15 min before, 30 min before, 1 hour before, and 2 hours before. Notifications will be sent to anyone resourced to the schedule via dashboard, email or text message. |
TRUE |
19.0.25 |
Calendar (DayBack) |
New history icon added to event and schedule edit cards. These show who created and last modified each even and schedule and when. |
TRUE |
19.0.25 |
New Contact Wizard |
A default "State/Province" can now be set when creating a new contact or lead. |
TRUE |
19.0.26 |
Quotes |
Improved handling of Tax Exemptions in the Jobs workflow. |
TRUE |
19.0.25 |
Integration | QBO |
Added new ad hoc job and contract sync for QuickBooks. |
TRUE |
19.0.28 |
ePay |
When a customer pays an invoice using TRUE's ePay feature, an alert will be sent to users who have Access ID 1611. |
TRUE |
19.0.26 |
Credits |
Credit memos can now be voided. |
TRUE |
19.0.26 |
Bids |
When exporting Bid records to Excel, both the Opportunity ID and Bid ID will be included. |
TRUE |
19.0.26 |
Contracts |
Contracts can now be searched by the originating Bid's "Proposal ID" or "Estimate ID". Searching by "Bid ID" was always an option. |
TRUE |
19.0.26 |
Analysis |
Added new Dynamic Charting module available from within Quotes and Jobs. This allows for thorough analysis of sales performance and win ratios, by day, week, month, quarterly, and annually. Includes a dozen different sort options, advanced filtering, and easy to use charting. |
TRUE |
19.0.27 |
Jobs |
The "CSV Export" and "Import Records" features have been improved to allow for additional information to be imported into TRUE. |
TRUE |
19.0.27 |
Invoices |
Added "Invoice Date" to invoice list along with "Invoice Due Date". |
TRUE |
19.0.27 |
Schedule |
When a schedule is created from a Job or a Quote, if a "Facility" was set, the facility name will automatically be added to the resource list of the schedule. |
TRUE |
19.0.18 |
Alerts |
Improved upgrade Quote to Job alert notification to include additional information about the quote. |
TRUE |
19.0.27 |
Configurator | Edge |
When the Edge Configurator is used, The edges selected are now automatically added to the description of the service. |
TRUE |
19.1.01 |
Clients |
The "Contacts" list in Clients, Vendors, and Subcontractors modules can now be sorted by name instead of only by date of creation. |
TRUE |
19.0.28 |
Personnel |
When new quotes, jobs, contracts, purchase orders, or bills are created, a default "Company" can now be set based on the user's linked personnel record's default settings. |
TRUE |
19.0.31 |
eSign |
eSign/ePay links will now use a shortened URL. |
TRUE |
19.0.31 |
Credits |
Files / Emails / Notes can now be linked to Credit Memos. |
TRUE |
19.0.28 |
eForms |
Pictures added to a "Purchase Order" eForm will now show as attached pages. |
TRUE |
19.0.28 |
Company Preferences |
Added option to "Disable Activity Logging" when time clock punch notes are entered. This will prevent those notes from appearing in the job, contract, or work ticket the punch was for. |
TRUE |
19.0.28 |
Company Preferences |
When importing projects from QuickBooks into TRUE, you can now choose if those projects are added as a Job or Contract. |
TRUE |
19.0.28 |
Pay Requests Wizard |
When creating pay requests or invoices for Contracts, you can now automatically enter the percent completion based on incurred cost to date for each contact item (schedule of values). An additional option also allows you to also include committed costs (Purchase Orders & Field Expenses). These features automate billing for complex contracts as long as job costing is up-to-date. |
TRUE |
19.0.28 |
ePay |
ePay is now optimized for use on a phone. |
TRUE |
19.0.29 |
CO Requests |
When upgrading a Change Order Request to a Change Order a new Description field has been added allowing the user to quickly modify the description before applying to the SOV. |
TRUE |
19.0.28 |
Miscellaneous |
User experience when batch selecting items in a picker list has been improved throughout TRUE. |
TRUE |
19.0.29 |
ePay |
Quotes can have a deposit paid through ePay in addition to optionally requiring eSign. This streamlines your sales process by sending a single email where a client can view, sign, and make a deposit. You're notified when a quote is either signed or a payment has been made. This applies to eForms 22, 23, and 30. |
TRUE |
19.0.28 |
Quotes |
In Quotes and Jobs, if a point of contact (POC) is set, and that contact has a primary phone or a primary email, those will show instead of the client's primary phone or email in the information section. |
TRUE |
19.0.28 |
Jobs |
Can now more easily search for a scheduled date to find all jobs from within the advanced filter of a job. |
TRUE |
19.0.31 |
Work Tickets |
Tickets can now be made visible for time clock in a batch action. This makes it easier to quickly allow (or disallow) many tickets from being used for time keeping all at once. |
TRUE |
19.0.29 |
Inventory |
Improved "Inventory by Location" report to include additional options. |
TRUE |
19.0.28 |
eSign |
eSign is now optimized for use on a phone sized display screen. |
TRUE |
19.0.30 |
Products / Services |
Improved "Reorder Report" features. |
TRUE |
19.0.33 |
Expenses |
When expenses are added to a merchant invoice (credit card bill), the "class" will now automatically be set based on settings in the related Job or Contract. |
TRUE |
19.0.30 |
Company Preferences |
Improved Company Email set up to use Nylas integration which allows seamless authentication with any email provider. |
TRUE |
19.0.30 |
User Preferences |
Made improvements to Personal Email section to allow for seamless authentication with any email provider using Nylas integration. |
TRUE |
19.0.29 |
User Preferences |
When using a custom configuration app, you can now bypass TRUE's default items list in the Quotes and Jobs modules to navigate directly in your app. |
TRUE |
19.0.30 |
CO Requests |
Entire CO Requests can now be duplicated. This includes all linked files and estimates. |
TRUE |
19.0.31 |
Purchasing |
New company preference to set all newly created purchase orders to tax exempt by default. |
TRUE |
19.0.31 |
Configurator | Sq/Ft - Glass |
Adjusted configurator to allow the quantity to be entered prior to the glass size as an alternative option. |
TRUE |
19.0.31 |
Integration | QBD/QBP/QBE |
Created streamlined installer for easy setup for QuickBooks Desktop, Premier, and Enterprise users. |
TRUE |
19.0.31 |
Integration | QBD/QBP/QBE |
When Customers and Vendors are imported from QuickBooks, the payment terms will now also be set to their defaults found in QuickBooks. |
TRUE |
19.0.32 |
Jobs |
Access ID 1612 has been added to control the ability to duplicate jobs. |
TRUE |
19.0.32 |
Contracts |
Added incomplete work ticket count to contract notifications in the overview mode. |
TRUE |
19.0.33 |
Contracts |
Added "Schedules" to the Contracts overview mode. This will show a list of schedules linked to this contract or any work tickets linked to this contract. |
TRUE |
19.0.31 |
Schedule |
Improved "Notify Crew" feature to combine multiple selected schedules and send one text message per person. |
TRUE |
19.0.33 |
Time Card |
When exporting records in the Time Card module after performing a search, the export will now only contain the resulting records, rather than all records. |
TRUE |
19.0.32 |
Leads |
Improved New Contact Wizard to clearly show which fields are used to find possible matches. |
TRUE |
19.0.31 |
Purchasing |
Purchase Orders can now be filtered by the linked job or contract's primary client from within the "Purchasing" module "Advanced Filter". |
TRUE |
19.0.32 |
Routing |
Added "Advanced Filter" capability for the Routing module. |
TRUE |
19.0.33 |
Calendar (DayBack) |
Perform a one-time transfer of calendar data from Google, Apple, Exchange, or Office 365 into TRUE's event or schedule system. Available in the "Setup" module. |
TRUE |
19.0.32 |
Users / Access |
Within the Users/Access module, users can now change the default Calendar View for other users. |
TRUE |
19.0.36 |
Jobs |
Added a "Source" option in the Advanced Filter for Jobs, allowing users to search for this field. |
TRUE |
19.0.32 |
Jobs |
Added a "Source" and "Attribute 1" column to the Jobs export. This is based off of the Contact relationship. |
TRUE |
19.0.35 |
Time Card |
Improved "Personnel Hours Report" to include "Payroll ID", with full breakdown of "REG", "OT1", "OT2", and "PTO" for the period indicated. This allows a user to obtain a quick report instead of using the integration options TRUE offers in the "Payroll" module. |
TRUE |
19.0.33 |
Bids |
Adding new Contacts from an Opportunity, Bid, or Contract now triggers the New Contact Wizard for ease of use. |
TRUE |
19.0.33 |
eForms |
Added "Default PDF" option for "Quote - Lump Sum" eForm (#23). |
TRUE |
19.0.33 |
eForms |
Added a "DEFAULT PDF" feature to eForm ID 23. You can now add additional PDF pages to generate when this eForm is created. |
TRUE |
19.0.44 |
Inventory |
Added "Inventory by Category" report. This summarizes current inventory counts by the category set in the "Products / Services" module. Each category has it's own page. |
TRUE |
19.0.34 |
Company Preferences |
The option to set a Facility, Division, or Company in the following modules can now be hidden via company preference: "Leads", "Quotes", "Jobs", "Opportunities", "Bids", "Contracts", "Bills", and "Work Tickets". |
TRUE |
19.0.33 |
Invoice Wizard |
Added "Payment" feature within Invoice Wizard. This allows you to skip seeing the invoice and move directly to taking a payment on that invoice within a Job. Designed to optimize workflow for front sales desk staff. |
TRUE |
19.0.36 |
Milestones |
Added additional options to "Show Contracts Only", "Show Jobs Only", and included an advanced filter for refined searches. |
TRUE |
19.0.43 |
Products / Services |
New "Hierarchy" feature available. Using the "Setup Hierarchy" feature in the "Products / Services" module, you can organize the products and services in TRUE in a way that makes it easier for your team to find the right one. When picking an item to add to a quote, job, bid, or material list, "Hierarchy View" is now available. |
TRUE |
19.0.33 |
Tools |
Added a "S/N" and "Attributes" column to the Tools module "Summary" PDF. This should provide the user more relevant information. |
TRUE |
19.0.33 |
Tools |
When generating an Excel export of the Tools module, you will now be able to track "Attribute 1" and "Attribute 2" assigned to each respective tool. |
TRUE |
19.0.35 |
Categories |
Added a feature within the Quote and Job module. This allows the user to set a default message for the "Notify Client" button for both email and text options, which can be modified in Categories. |
TRUE |
19.0.34 |
Company Preferences |
Added "Auto-Archive Delay" feature for Purchasing records in company preferences. When a number of days is entered, such as "30", any Purchasing record that has been fulfilled (all items marked as received) will automatically be archived. |
TRUE |
19.0.34 |
Work Tickets |
Improved how the indicators totals update in the Work Tickets module. |
TRUE |
19.0.34 |
Purchasing |
Improved performance when searching through thousands of active Purchase Orders. |
TRUE |
19.0.33 |
eSign |
When using eSign on a phone sized device, the use now sees "Open" instead of "Download" and can tap the image of the quote to open it on their device. This further allows the user to zoom in and send it elsewhere. |
TRUE |
19.0.33 |
Job Costing |
In the Job Costing mode within Contracts, "Cost Code" now works as a drop-down list. |
TRUE |
19.0.34 |
Invoices |
Improved the invoice search functionality to make it easier for the User to search by number. |
TRUE |
19.0.33 |
Invoices |
Added a "Job Total" field to the Commission report. |
TRUE |
19.0.37 |
Credits |
Vendor Credits can now be synced with Quickbooks. Previously, only Client Credits could be synced. |
TRUE |
19.0.34 |
eForms |
Adjusted the display region for an image for eForm ID #22 and eForm ID #23. This will now take up the entirety of the page, rather than a portion. |
TRUE |
19.0.34 |
User Preferences |
Users can now be optionally restricted from their own user preferences using access ID 1613. |
TRUE |
19.0.20 |
Purchasing |
When creating calendar schedules from a purchase order, a new company preference allows you to optionally assign users assigned to the purchase order's linked job or contract to the newly created schedule. This is often helpful so project managers can see when their purchase orders will be shipped or delivered. |
TRUE |
19.0.20 |
Integration | QBD/QBP/QBE |
Bill (Vendor Invoices) line items now sync job/contract information when synced with QuickBooks. |
TRUE |
19.0.20 |
Vehicles |
Maintenance records can now be appended with additional information. This does not modify what was previously entered. |
TRUE |
19.0.20 |
Quotes |
"Follow-Up Date" added to Advanced Filter. |
TRUE |
19.0.44 |
Work Tickets |
Added a CSV export feature for the Work Ticket module. This can be found in the Items mode of a selected Work Ticket. |
TRUE |
19.0.46 |
Vehicles |
Checklists can now be created for Vehicles, Tools, and Rentals. This allows predesigned checklist templates to be created and then applied whenever needed. |
TRUE |
19.0.20 |
Integration | QBD/QBP/QBE |
Added Terms import from QuickBooks for "nonstandard" type terms. |
TRUE |
19.0.20 |
Quotes |
The notify client feature in Quotes, Jobs, and Work Tickets modules now provide the user with a drop-down list of phone numbers to choose from when sending text messages. Previously, only an email drop-down list was provided when sending emails. |
TRUE |
19.0.20 |
Planner |
When the "Open in New Browser Window" feature is used, the planner becomes read-only. Any changes made will not be saved. |
TRUE |
19.0.20 |
Bills |
When linking a Contract to a Bill, all contracts, whether they're active or archived, are now available to be selected. |
TRUE |
19.0.20 |
Time Card |
"Hours Report" can now be generated in decimal or time format. |
TRUE |
19.0.21 |
Integration | QBO |
Improved bill syncing involving taxes with QuickBooks for Canadian users. |
TRUE |
19.0.20 |
Materials |
Itemized change orders can now easily be added to your material list. Within the Materials module, the option to select a Change Order now appears when the "+" icon is selected. |
TRUE |
19.0.20 |
Time Review |
Added personnel name search field. |
TRUE |
19.0.20 |
Materials |
Material items can now be batch selected by phase. |
TRUE |
19.0.20 |
Contracts |
"Opportunity ID" and "Bid ID" have been added to the advanced filter. |
TRUE |
19.0.23 |
Dashboard |
Added "Service (Individual)" and "Contracts (Individual)" new dashboards. This will allow a user to only see summarized information pertaining to their jobs, contracts, etc. |
TRUE |
19.0.20 |
Inventory |
Inventory product export has been updated to include additional information including stock and reserve costs. |
TRUE |
19.0.20 |
Inventory |
"Omit" feature added to batch actions. |
TRUE |
19.0.21 |
Alerts |
Changing the stage of a contract now sends an alert to anyone with access 1609. |
TRUE |
19.0.20 |
Receiving |
When receiving, items can now be bundled and staged into cartons and pallets. Labels can additionally be printed for bundles, cartons, and pallets. |
TRUE |
19.0.21 |
Personnel |
PTO can now be duplicated across multiple personnel at the same time. |
TRUE |
19.0.21 |
Contracts |
Improved Contract notifications. Added new notifications and now are clickable to navigate you directly to the issue. |
TRUE |
19.0.21 |
Products / Services |
Added new "Percent" type for Products/Services. This allows percent based charges to be stored. For example, if a 10% extra charge needs to be applied to a quote for whatever reason, that's now easily added as another line item. If there's a 5% shipping charge, that can be added too. |
TRUE |
19.0.21 |
Time Review |
Time clock punches will no longer require approval if both the start and finish punches are within 1km of the job-site or authorized facility when using TRUE Time or Time Clock. |
TRUE |
19.0.21 |
Time Review |
In addition to filtering personnel by name, you can now filter by group. Personnel can be assigned to a group within their advanced settings. |
TRUE |
19.0.21 |
Calendar (DayBack) |
Schedules on the calendar will now display an address, when available, without having to click on it. |
TRUE |
19.0.21 |
eForms |
eForm #13 "Advanced Quotes" now supports hiding all items and showing non-billable prices. This provides additional options for lump sum, section break-out pricing, and showing options pricing. Also added a new "Notes" field below the line items but above where "Inclusions" and "Exclusions" appear. Finally, you can now rename "Inclusions" and "Exclusions" to whatever you want. |
TRUE |
19.0.21 |
Inventory |
When using the advanced filter within the Inventory module, selecting a "Location" will now produce a list to choose from. |
TRUE |
19.0.21 |
Work Tickets |
Added "Change Location" outcome option for work tickets. This allows a work ticket to be used to have a list of inventory items that, when checked off, will update their location to a preset location. This is useful when transferring items between facilities, vehicles, or job-sites. |
TRUE |
19.0.21 |
Inventory |
When printing inventory labels, if the inventory item is linked to a material with a job site ID (Door ID, Mark #, etc), this additional information will appear on the label. |
TRUE |
19.0.28 |
eSign |
Improved eSign feature for an optimized experience on a mobile phone. |
TRUE |
19.0.22 |
Jobs |
The "Unscheduled" count will now include linked Work Tickets the Job may have. |
TRUE |
19.0.21 |
Integration | Pro-Tech |
When purchasing items based on a Pro-Tech import, TRUE now allows consolidation based on the product description. |
TRUE |
19.0.21 |
Work Tickets |
Work Tickets itemized with materials can now be converted to inventory items using the "Convert to Inventory" feature. This allows a predetermined material list to be scheduled and waiting for items to be received. Once received, those items (which are now inventory) can be swapped out based on the material list. |
TRUE |
19.0.21 |
Work Tickets |
If the client associated with a Work Ticket is on "Account Hold", a new segment appears within the Work Ticket to notify the user of this. |
TRUE |
19.0.21 |
Receiving |
When printing inventory labels during receiving, TRUE will now ask if you only want to print labels that have yet to be printed. This can be helpful during backorder or partial delivery situations. At anytime the "Unprinted" feature can be used as well for the same effect. |
TRUE |
19.0.22 |
eForms |
"Salesperson" feature has been added to eForms 23 & 51. This feature already existed on eForms 22 & 45. |
TRUE |
19.0.22 |
Work Tickets |
New "Outcome" option added to Work Tickets named "Job Item Stage". When used, completed line items that are linked to Job items will automatically update those job items to the stage "Complete". |
TRUE |
19.0.21 |
eForms |
"Advanced Quotes" eForm (#13) will now optionally allow the general "Bid ID" to display instead of the default Proposal ID. |
TRUE |
19.0.21 |
Products / Services |
Added "Reserve" and "On Order" to the Reorder Report. In addition to showing "On Hand" (Stock) quantities, it now shows counts of items reserved for jobs/contracts, and the quantity currently unreceived on purchase orders. |
TRUE |
19.0.21 |
Time Card |
Added "Activity" filter and sort. |
TRUE |
19.0.22 |
List Templates |
Added optional "Description/Scope/Instructions" field to the List Templates module. When used, this will also pre-populate the same named field in the Quote, Job, Bid, or Work Ticket it's being applied to. |
TRUE |
19.0.22 |
Time Card |
When filtering time clock punches, if "Type" is set to "Attendance", when the search is performed, the user will be additionally asked if they want to constrain the results by a specific attendance reason (PTO, Sick, etc.). |
TRUE |
19.0.21 |
eForms |
Optimized "Purchase Order" eForm #12 with new design elements. |
TRUE |
19.0.21 |
Work Tickets |
Notes created from a Work Ticket are now additionally linked directly to the Job or Contract. |
TRUE |
19.0.21 |
Requests |
In Advanced Filter for the Requests module, the "Custom 4" field will now show all previous values in a drop-down list. For door hardware companies, this is commonly used as the "Vendor No". |
TRUE |
19.0.22 |
Requests |
Can now sort by Requested Date, Job/Contract, Date Needed, Requestor, Product/Service, Cost Code, etc. |
TRUE |
19.0.22 |
Products / Services |
For the "Percent" feature, in the "Based On" field, additional options for "Labor Pre-Tax" and "Material Pre-Tax" have been added. |
TRUE |
19.0.22 |
eForms |
eForms can now not only have different templates based on "Company/Brand", but the internal names can now be named to whatever you want. This is helpful if you want a template for one user or type of work versus another. |
TRUE |
19.0.24 |
Time Clock |
When a note is entered during a time clock punch, that note will now show in the activity log for the job, contract, or work ticket. |
TRUE |
19.0.21 |
Leads |
Improved upgrading a Lead to a Quote when the "New" option is chosen for whether to create a new client. TRUE will now perform an additional duplication check and inform the user if it thinks a match is found. |
TRUE |
19.0.21 |
Work Tickets |
When adding a file to a Work Ticket and the "Existing" feature, instead of "New", feature is used, you will now be presented with a list of files to choose from that are related to the Job or Contract the Work Ticket is linked to. |
TRUE |
19.0.21 |
Quotes |
Improved Rounding feature to additionally allow a user to automatically add a "Price Adjustment" line item that will affect the total (including tax) to round the entire job to a specific amount. The previous method of automatically adjusting each line item's markup to achieve a specific subtotal (pre-tax) is still available. |
TRUE |
19.0.21 |
List Templates |
When selecting a template to load into a list of Tasks, Quote Items, Job Items, Estimate Items, or Work Ticket Items, you can now filter them with a keyword search. |
TRUE |
19.0.22 |
eForms |
A salesperson can optionally be shown on the "Invoice" eForm. |
TRUE |
19.0.21 |
eForms |
Improved "Report of Injury" eForm found in Contracts. |
TRUE |
19.0.22 |
Journal |
If a client or vendor name is changed, those changes can now optionally be propagated to all existing journal entries. |
TRUE |
19.0.21 |
Contracts |
When viewing invoices linked to a contract, TRUE will now display all related invoices instead of just the invoice selected. |
TRUE |
19.0.21 |
Company Preferences |
Added 6 minute intervals to time clock options. |
TRUE |
19.0.21 |
Work Tickets |
Added Excel export to Work Tickets module. |
TRUE |
19.0.21 |
Work Tickets |
Whenever the estimated hours for a Work Ticket is now changed, an Activity Log entry is created indicated what it was changed to, who did it, and when. |
TRUE |
19.0.22 |
Contracts |
Job Costing data can now be exported to Excel for multiple contracts at the same time. |
TRUE |
19.0.22 |
Contracts |
Contract items (Schedule of Values) for multiple contracts can now be exported to Excel at the same time. |
TRUE |
19.0.22 |
Alerts |
Whenever a Work Ticket is created, anyone with Access ID 1306 will receive an alert notification. |
TRUE |
19.0.23 |
Work Tickets |
Inventory can now be batch added from within a Work Ticket. |
TRUE |
19.0.23 |
Purchasing |
Added batch "Complete (Archive)" feature. |
TRUE |
19.0.22 |
Payroll |
"Verify Personnel" step now requires each "Personnel" record to have a "Type" (not empty). Also, additional requirements for Payroll ID, Pay Rate, Address, etc, will only be enforced for "Employee" type records. "Temporary Worker" and "Independent Contractor" type records will be ignored. |
TRUE |
19.0.23 |
Invoices |
Added "Commission Export". This will export all invoices based on assignment. This includes commission basis by assigned. An invoice can have multiple assignees, each with their own percentage of the commission basis. |
TRUE |
19.0.24 |
Invoice Wizard |
Improved Invoice Wizard to better support complex assemblies and mixed material/labor on the same line items. |
TRUE |
19.0.23 |
Integration | QBD/QBP/QBE |
Resyncing source documents (Invoices, Bills, Pay Requests, etc) to QuickBooks now requires Access ID 1610. |
TRUE |
19.0.40 |
Integration | Geotab |
When integrated with Geotab (Fleet Tracking), updated mileage data automatically feeds into TRUE each evening to provide up-to-date preventative maintenance and scheduled maintenance alerts for your drivers and fleet manager. |
TRUE |
19.0.28 |
Integration | QBD/QBP/QBE |
Added the ability to sync standard credit memos in addition to Down Payment Credit Memos. To support this feature we've added a Refund wizard to the invoices module to create credit memos linked to a refund payment. |
TRUE |
19.0.24 |
Pay Requests |
Added additional fields on the AIA Style Document that can be preset when new pay requests are created. |
TRUE |
19.0.24 |
Integration | QBD/QBP/QBE |
Added additional support for syncing inventories/assemblies with QuickBooks. |
TRUE |
19.0.24 |
Unposted |
Added new Revenue Recognition system. Services can be set to be recognized by a set or manual time period. When invoiced, TRUE Accounting will automatically create appropriate journal entries to recognize revenue over time. |
TRUE |
19.0.21 |
Company Preferences |
Added new "Restrict Markup/Margin" feature. When activated, TRUE will not allow users to reduce a product/service's markup/margin below what it's currently set to. This applied to the Quotes, Jobs, and Bids modules. |
TRUE |
19.0.24 |
eForms |
"Signatures - Standard" eForm Template can now optionally hide the contractor signature block. |
TRUE |
19.0.24 |
Work Tickets |
Added "Complete" filter and count. |
TRUE |
19.0.24 |
Reminders |
Reminders can now be set to recur weekly, biweekly, monthly, quarterly, and annually. |
TRUE |
19.0.24 |
Materials |
When "Procurement" is clicked on, the user will jump to see any linked Requests or Purchases, if available. |
TRUE |
19.0.24 |
Materials |
Potential Change Orders and Requested Change Orders can now be added to your Material list prior to being issued a formal Change Order. |
TRUE |
19.0.24 |
Job Costing |
New "Table View" allows an easier to use way of sorting, changing cost codes, contract items, and deleting job costing records. |
TRUE |
19.0.24 |
Vendors |
Improved 1099 Report. |
TRUE |
19.0.24 |
Work Tickets |
Added "Reviewed" checkbox in the Advanced Filter. |
TRUE |
19.0.24 |
Quotes |
Multiple "Percent" type Products/Services can now be added to quotes, jobs, and bids. |
TRUE |
19.0.24 |
Time Review |
Time punches can now be locked/unlocked daily. Previously, this was only available per punch, per week, or for all employees for a week. |
TRUE |
19.0.24 |
Contracts |
Improved Contracts CSV export. |
TRUE |
19.0.27 |
Integration | QBD/QBP/QBE |
When importing Projects from QuickBooks Desktop, Premier, Enterprise, or Online to TRUE, you can now select which ones are to be treated as "Jobs" and which ones are "Contracts". |
TRUE |
19.0.24 |
eForms |
eForm #13 (Advanced Quotes) in Bids module now shows a list of related emails to choose from when sending an email. |
TRUE |
19.0.24 |
User Preferences |
The "Branding" option will now use an optional Internal Name. This allows easy selection of different brands that may have differing addresses or eForm template defaults, but not different names. |
TRUE |
19.0.24 |
Purchasing |
The "New File" feature in Purchasing will show related Job or Contract files when the "Existing" option is used. |
TRUE |
19.0.24 |
Contracts |
Add "Paid" column to the default Excel export for the Contracts module. |
TRUE |
19.0.10 |
Products / Services |
"Export Price Book" and "Import/Update Price Book" features now available. This allows you to export product and pricing data to Excel, modify it, and re-import it to add or update those changes within TRUE. The purpose of this is to provide a quick way to update large amounts of data via Excel. |
TRUE |
19.0.09 |
eForms |
Added "Incomplete" to the show options for the "Work Ticket" eForm. This allows you to hide completed items on a work ticket. |
TRUE |
19.0.10 |
Receiving |
Added a feature to manually adjust the date an item was received. This will automatically update linked journal entries in open periods when using TRUE Accounting. |
TRUE |
19.0.10 |
Contracts |
Contracts can now be batch archived from the list view. |
TRUE |
19.0.16 |
eForms |
Modified "Advanced Quotes" eForm (#13) to handle "Optional" estimates. This allows options (alternates) to show toward the bottom of the bid, but not be included in the total. |
TRUE |
19.0.11 |
CO Requests |
The CO Request amount field still allows manual entry as an option, but now shows the total of the "used" estimates of the default proposal by default. |
TRUE |
19.0.10 |
Contracts |
Temporary workers can now be added from within the Time Card mode of a Contract to track their time. This can be useful for field Foremen to quickly add new temp workers without having to involve office staff at the moment. |
TRUE |
19.0.10 |
Payroll |
When selecting personnel for a payroll run, TRUE will automatically filter out personnel who are of type "Temporary Worker" and "Contractor". Additionally, TRUE will now prevent you from accidentally adding the same person more than once. |
TRUE |
19.0.10 |
eForms |
The expiration date for the following eForms can now be set to automatically calculate based on a number of days by default: "Quote - Items", "Quote - No Items", "Quote - Items (Original)", and "Quote - No Items (Original). The eForm IDs are 22, 23, 45, and 51. |
TRUE |
19.0.20 |
Pay Requests |
Pay Requests can now be formally voided with full support with QuickBooks and TRUE Accounting. |
TRUE |
19.0.40 |
Email Settings |
Email signature blocks can now be customized with different fonts, colors, inset logos, hyperlinks, and other formatting features. |
TRUE |
19.0.46 |
Work Tickets |
Kanban Board now includes modifiable "swim lanes" that support breakout by "Type" or "Job / Contract". |
TRUE |
19.0.12 |
Pay Requests |
When billing for retainage, you can now choose any percentage to bill instead of the remaining balance for each selected pay request. |
TRUE |
19.0.11 |
Quotes |
The email capture code can now be used to search for an existing quote. |
TRUE |
19.0.11 |
Files |
Files can now be opened with a single click into a new browser window using the "Open" button. Files can still be downloaded, emailed, marked-up and shared. |
TRUE |
19.0.11 |
Clients |
Added feature to clear primary contact. |
TRUE |
19.0.11 |
Work Tickets |
When a work ticket is completed, the "Time Clock" checkbox (which allows this ticket to be clocked into) will now be unchecked automatically. |
TRUE |
19.0.46 |
Work Tickets |
Improved the time clock feature within a selected work ticket. |
TRUE |
19.0.14 |
Time Clock |
GPS data is now obtained when using the web browser version of TRUE. The FMGo version of TRUE on iOS devices now works without a delay. If using the TRUE Pro version installed on a desktop, it can be set to automatically link to a Facility via the Authorized Devices module within Company Preferences. |
TRUE |
19.0.11 |
Bids |
The Bid ID can now be used by default instead of Opportunity ID whenever a new bid is created. |
TRUE |
19.0.11 |
eForms |
Work Ticket eForm now includes Location ID, Pallet ID, Carton ID, and Purchase Order ID on line items linked to inventory. |
TRUE |
19.0.11 |
Quotes |
When creating a new quote or job from the clients module, if the Notice of Commencement (NOC) field has a value in it, a task "NOC Required" is created along with an attribute "NTO" and "NOC Required". |
TRUE |
19.0.11 |
eForms |
RFI eForms can now have attached PDFs or Images as additional appended pages. |
TRUE |
19.0.13 |
Purchasing |
When a schedule is created from a Purchase Order, anyone assigned to the linked Job or Contract will now automatically be added to the schedule's resource list. |
TRUE |
19.0.40 |
Vehicles |
Field Purchases (Expenses) can now be applied to vehicles. |
TRUE |
19.0.12 |
Reports |
Made improvements to Bank Reconciliation report. |
TRUE |
19.0.14 |
Reports |
Improved Contract WIP Report and Contract Cost Report. |
TRUE |
19.0.12 |
Time Card |
Users who are a "Supervisor" of personnel can view those personnels' time punches even if they do not have permission to see anyone else's. |
TRUE |
19.0.13 |
Contracts |
When using the "Copy from Bid" feature, you can now select one or more proposals created within that bid to pull into your existing contract. |
TRUE |
19.0.12 |
Jobs |
The unscheduled job count will now only include jobs that have no schedule or have an expired schedule. |
TRUE |
19.0.13 |
History |
Improved history (audit logs) filtering to now allow searches by module. |
TRUE |
19.0.13 |
Events |
Calendar event notifications will now be sent using Twilio. This removes the requirement to include a carrier for users. If an event has an alert set, all assigned users will receive an alert notification via dashboard, email, and text. This is independent from standard TRUE alert notification method preferences. |
TRUE |
19.0.14 |
Purchasing |
Whenever the "Date Required" or "Expected Delivery" date fields in a purchase order are modified, the date they were changed to will now show in the activity log. You may have these date fields labeled with a different name. |
TRUE |
19.0.13 |
Purchasing |
Improved line item imports from CSV files in Purchasing module. |
TRUE |
19.0.26 |
Dashboard |
Added "Salesperson" and "Sales Manager" dashboards. These summarize quote/bid, job/contract, and invoice/pay request information by person over weeks, months, quarters, and years. The "Salesperson" dashboard allows someone to see how they're performing in real-time. The "Sales Manager" dashboard allows comparisons between multiple sales staff members. TRUE now allows for multi-person commission percentages on each job/contract. This results in a "Commission Report" that provides accurate basis totals for the period the report is ran per person. |
TRUE |
19.0.13 |
eForms |
Multiple personnel can now be batch selected when populating the "Labor" section of the Daily Report eForm. |
TRUE |
19.0.44 |
Users / Access |
Added Access Permission 1621 and 1622. These control the ability to receive an Alert when a new Opportunity (1621) or Bid (1622) is created or upgraded. Access Permission 1309 has been modified to control this Alert functionality for Contract records. |
TRUE |
19.0.13 |
Time Clock |
Improved the "Auto Determine Cost Center" feature. When creating a time punch, this will show you the closest job/contract and closest facility/division based on your current GPS. This allows workers to better identify the correct job or shop their working in. |
TRUE |
19.0.13 |
Time Clock |
When asked to choose which Job, Contract, Ticket, Facility or Division a user can clock into, they now additionally have the option to choose from anything their scheduled to for today. This should save additional time when clocking in. |
TRUE |
19.0.14 |
Opportunities |
The "Due Date" field has been renamed "Review Date" since due dates should be set in the "Bidders" mode. |
TRUE |
19.0.14 |
Bills |
Via company preference, bills can optionally allow disbursements to occur prior to initial journal entries indicating a liability. |
TRUE |
19.0.14 |
Pay Requests |
Added "View Transactions" feature in Pay Requests to quickly view related receipts. |
TRUE |
19.0.14 |
Integration | GDS Estimating |
TRUE's integration with GDS Estimating has been updated to support a recent change in how glass data is exported. |
TRUE |
19.0.14 |
Integration | GDS Estimating |
TRUE's integration with GDS Estimating has been updated to support a recent change in how parts data is exported. |
TRUE |
19.0.14 |
Calendar (DayBack) |
The Planner (Gantt Chart) now can appear on the calendar alongside your labor schedules. This allows you to use the Planner as a forecast tool to compare to the actual schedule. |
TRUE |
19.0.20 |
Jobs |
Improved adding and viewing multiple contacts in Quotes and Jobs. |
TRUE |
19.0.14 |
Jobs |
During the down payment process, if the user cancels in the transaction step, they'll now be prompted to see if the invoice that was created should also be canceled. |
TRUE |
19.0.14 |
Pay Requests |
Retention can now be modified on multiple pay requests at the same time. |
TRUE |
19.0.14 |
Vehicles |
When a "Preventative Maintenance", "Mileage/Fuel" or "Maintenance" entry is created, the vehicle's odometer/hours will only be updated if the date on the entry is after the oldest date already stored. |
TRUE |
19.0.14 |
Addresses |
Addresses can now be easily copied out of TRUE from within the "Edit Address" card. |
TRUE |
19.0.14 |
Payroll |
The "Verify Punches" feature will update linked Labor Classifications for jobs/contracts with prevailing wages. This allows you to modify the "Wages" after time clock punches are created but before you use this feature. |
TRUE |
19.0.14 |
Bills |
Added "Class" to the advanced filter in Bills module. |
TRUE |
19.0.15 |
Contracts |
Made various improvements to the Over/Under Report. |
TRUE |
19.0.15 |
Work Tickets |
If stock inventory items in a work ticket are marked "complete", and that work ticket is linked to a job/contract, those items will now show as reserved and will be job costed to the job/contract in addition to depleting inventory. Previously, items needed to be reserved prior to added to a ticket to ensure they were job costed to a job/contract. |
TRUE |
19.0.44 |
Purchasing |
Purchase Order line items can now be optionally exported to Excel. Previously, only the Purchase Orders themselves, not their line items could be exported. |
TRUE |
19.0.19 |
Change Orders |
When a potential change order is created using the TRUE Field mobile app, anyone assigned to the contract will now receive an alert notification. |
TRUE |
19.0.15 |
Bids |
When a bid is upgraded to a contract, if the option to set the contract items with the "Estimates" instead of "Items" is chosen, the estimate "Title" will now be used to set the contract item description. If that's empty, the estimate ID will be used. |
TRUE |
19.0.23 |
Time Review |
Added "Approve" feature to daily options. |
TRUE |
19.0.15 |
Contracts |
Within the "Labor" mode of a contract, you can now quickly jump to vehicles, tools, and rentals that are currently assigned to the contract. |
TRUE |
19.0.15 |
History |
Users can now view the "History" of any record in any module without having to scroll through the activity log by simply clicking on the "View History" tile or icon. Previously, users had to navigate to the History module and perform a separate search. |
TRUE |
19.0.15 |
Bills |
Added "Activity Log" to Bills module. |
TRUE |
19.0.15 |
Alerts |
When a Time Off Request alert notification is selected, you'll now be navigate directly to the message in notes instead of to the personnel record. |
TRUE |
19.0.15 |
Contracts |
Requests can now be created and viewed directly from a contract. |
TRUE |
19.0.15 |
eForms |
Non-Billable items can now have their pricing shown but not be included in the total sell price when using the "Advanced eForm" (#13) in the "Bids" module. A new "Non Billable Price" checkbox appears in the Show Options section to toggle this feature on/off. This is commonly used to show option pricing for a customer while not including it in the current proposal total. |
TRUE |
19.0.15 |
Work Tickets |
Work Tickets can now be filtered based on the stage of the Job or Contract their linked to. |
TRUE |
19.0.15 |
Inventory |
Inventory line item notes now appear in the item list view. |
TRUE |
19.0.17 |
Integration | QBD/QBP/QBE |
QuickBooks dashboard now loads immediately with full counts of syncable items. Previously, depending how many items needed to sync, a delay of up to 20 seconds could occur. |
TRUE |
19.0.16 |
Integration | QBD/QBP/QBE |
When syncing time clock data with QuickBooks Pro, Premier, or Enterprise, TRUE now additionally syncs job/contract information. This is similar to a feature already provided for QuickBooks Online. |
TRUE |
19.0.16 |
eForms |
Non-Billable items can now have their pricing shown but not be included in the total sell price when using the "Quote - Items" (#22) and "Quote - Items (Original)" (#45) in the "Quotes" and "Jobs" modules. A new "Non Billable Price" checkbox appears in the Show Options section to toggle this feature on/off. This is commonly used to show option pricing for a customer while not including it in the current proposal total. |
TRUE |
19.0.16 |
Payroll |
Attendance data, such as PTO, Vacation, etc, can now be optionally included in the payroll breakout for export to your payroll provider. This is controlled via a company preference. |
TRUE |
19.0.16 |
Purchasing |
Purchase Order ID's can now be shown with a job incremented ID number. Previously, only contracts could have contract incremented purchase order ID's. |
TRUE |
19.0.17 |
Users / Access |
Access profiles can now be batch added to multiple users simultaneously. |
TRUE |
19.0.16 |
Work Tickets |
Updated text and email client notification feature found in Work Tickets, Quotes, and Jobs modules. |
TRUE |
19.0.16 |
Products / Services |
Importing/Updating items in the Price Book from Excel now includes updating on hand inventory counts. |
TRUE |
19.0.18 |
Pay Requests |
When using TRUE Accounting, if a pay request is modified after posting, an adjusting entry can now automatically be created. |
TRUE |
19.0.16 |
Calendar (DayBack) |
Added "Edit" action for "Bidder" dates. This allows you to jump for a bid due date in the calendar to the appropriate Opportunity or Bid. |
TRUE |
19.0.16 |
Pay Requests |
Improved how retention is updated when a previous pay request is modified. |
TRUE |
19.0.20 |
Time Card |
Users of TRUE can digitally sign a time card of their hours. HR Managers can view who has signed and who has not. All time cards are stored in the employee's personnel record and can be batch printed. Time Cards can be optionally customized to fit meet unique requirements. |
TRUE |
19.0.18 |
Work Tickets |
Work Tickets created from a Job can now optionally have the "Description / Scope / Instructions" and Files toggled for "Field" visibility automatically added. These can be toggled in "Company Preferences" module > "Work Tickets" section: "Set Description" and "Set Related". |
TRUE |
19.0.17 |
Posted |
Added optional "Unpost and Delete" feature to posted journal entries module. |
TRUE |
19.0.18 |
Expenses |
A "Class" can now be set to an Expense in TRUE. This will additionally sync with QuickBooks Online, Pro, and Enterprise. |
TRUE |
19.0.21 |
Bids |
Estimate line items within a Bid can now be set as billable or not via a batch action. |
TRUE |
19.0.18 |
Payroll |
When importing data from payroll provider Paychex and the "Paychex Condensed" format is used, TRUE will additionally include employer costs entered in the “Total Weekly Employer Contribution” field within the Personnel module. |
TRUE |
19.0.18 |
Integration | Pro-Tech |
Updated Pro-Tech import for use in Bids and Quotes modules. Previously, import was setup for Materials module with the latest features. |
TRUE |
19.0.18 |
Alerts |
Improved upgrade Quote to Job alert notification to include additional information about the quote. |
TRUE |
19.0.18 |
Inventory |
When exporting inventory data to Excel, the Vendor's Order ID will now be included, if available. |
TRUE |
19.0.20 |
Company Preferences |
The "Connection Log" feature shows you the last time each user has connected and what they're using to connect with. This can include browser type and version, for example. |
TRUE |
19.0.19 |
Cost Codes |
Improved Job Costing report by Cost Code. |
TRUE |
19.0.18 |
Integration | Pro-Tech |
Improved import speed. |
TRUE |
19.0.18 |
Bids |
Tasks mode now added to Bids module. |
TRUE |
19.0.34 |
eForms |
Added "Item Tax" show option in eForm #13 used in the "Bids" module. When toggled on, tax will be included in estimate breakouts. |
TRUE |
19.0.18 |
Bids |
Similar to a feature available in Quotes, sent Bids can now be set with a follow-up date. TRUE will sent an alert notification to anyone assigned to the Bid on the follow-up date. |
TRUE |
19.0.18 |
Shipping |
A shipment can now be linked to an existing route or a new route created from within a shipment. Previously, this could only be done in the Routes module. |
TRUE |
19.0.19 |
Work Tickets |
Work Tickets can now be set to have different outcomes when a line item is completed. For example, when inventory items are marked as complete, inventory can either be depleted or nothing can happen. This is useful if you're using the ticket to deplete inventory or if working on assembly. |
TRUE |
19.0.20 |
Purchasing |
Added "Product ID" to CSV export of purchase order line item data. |
TRUE |
19.0.03 |
Quotes |
Quotes and Jobs can now be rounded to a desired sell price. TRUE will adjust the line item markup/margin accordingly to reach the indicated sell price. This is the same feature that was already available in the Bids module. |
TRUE |
19.0.03 |
Jobs |
Improved "Notify Client" feature to allow more room for messages and custom email / phone number input. |
TRUE |
19.0.01 |
Contracts |
When reviewing bills (vendor invoices) from within a contract, you can now click on an icon to jump straight to any uploaded files to expedite approval. |
TRUE |
19.0.03 |
Jobs |
Changing the job stage updates the activity log for that job. |
TRUE |
19.0.03 |
Quotes |
When a stage is changed in a Quote, an activity log entry is created for that Quote. |
TRUE |
19.0.01 |
Purchasing |
When a purchase order's stage is modified an activity log entry now appears. |
TRUE |
19.0.03 |
Contracts |
A contract's schedule of values and budget can now be populated from the linked bid after the contract has been created using the new "Copy from Bid" feature. |
TRUE |
19.0.02 |
Schedule |
Resources linked to a schedule can now be hidden from the text that is displayed as an option. This can be helpful when using the notify crew feature when revealing other resources is not desired. |
TRUE |
19.0.02 |
Products / Services |
Products / Services can now be assigned to specific Divisions. |
TRUE |
19.0.02 |
ePay |
Allowed ePay to work with invoices with a zero balance. |
TRUE |
19.0.02 |
Integration | QBD/QBP/QBE |
Sync "Classes" from QuickBooks to TRUE anytime. |
TRUE |
19.0.03 |
Bids |
Bids can now have a unique ID number that increments. This is in addition to the Opportunity ID, Proposal ID, and Estimate ID options. Additionally, you can choose to use the Bid ID or the Opportunity ID when viewing this Bid in TRUE. |
TRUE |
19.0.02 |
Vendors |
Added new report to show how much has been paid to vendors within a specified time frame. |
TRUE |
19.0.02 |
eForms |
Added "ePay" feature to "Invoice (Original)" eForm. |
TRUE |
19.0.05 |
Integration | GDS Estimating |
Improved import for "Parts" to work for "Quotes", "Jobs", "Purchasing", and "Materials" modules. Additionally, the import can automatically link to an existing "Products / Service" item if the match field is set in the format:
<>-<> |
TRUE |
19.0.03 |
Purchasing |
Purchase Orders can now be optionally incremented by a contract dependent ID number when a contract is linked. |
TRUE |
19.0.03 |
eForms |
When eForms in the Quotes and Jobs modules are created, the date for the eForm will be set to today's date by default instead of the date the Quote or Job was created. |
TRUE |
19.0.03 |
User Preferences |
Added "Facility Counts" feature. When checked, dashboards and module summary counts will be based on the user's default facility instead of companywide. This allows team members in different facilities to only see information that's pertinent to them. |
TRUE |
19.0.02 |
Reports |
Improved "Credit Statement" report to only show what's currently available. |
TRUE |
19.0.40 |
Point of Sale |
Automatic credit card fees can now be applied based on a minimum transaction amount. When a user via the Point of Sale feature or a customer via ePay decides to pay with a card (as opposed to bank, cash, check, etc), TRUE will check to see if the payment amount exceeds the threshold. If so, they'll be prompted to confirm the credit card fee before continuing. This allows them to decide to use another payment method. If they continue, the fee will be added to the invoice and the total will be updated. This feature works via Point of Sale, ePay for Invoices and ePay for Quote/Jobs when making a down payment. |
TRUE |
19.0.03 |
Point of Sale |
When using Stripe for payment processing, if an email address is entered, it will now auto-populate in the receipt step. |
TRUE |
19.0.20 |
ePay |
Invoices can now be paid via a bank account in addition to a credit card using Stripe. This saves both the customer and seller in fees normally charged with a credit card. |
TRUE |
19.0.03 |
Materials |
Products can now be batch selected when adding to a material list. |
TRUE |
19.0.02 |
Inventory |
Added new access permissions:
Access ID 1595: Export Inventory to CSV.
Access ID 1596: Mark inventory as "Done".
Access ID 1597: Return inventory.
Access ID 1598: Resolve a problem.
Access ID 1599: Return a Reserved item to Stock.
Access ID 1600: Delete inventory.
Access ID 1601: Edit inventory. |
TRUE |
19.0.03 |
Jobs |
While in table view, selecting the options for a parent level item will reveal a new feature to select only the components for that line. |
TRUE |
19.0.03 |
Work Tickets |
If a user attempts to start a work ticket and has an open time clock punch already, they'll be rerouted to the Time Clock module to address it first. |
TRUE |
19.0.03 |
Jobs |
When viewing data in table view, each assembly group can now be more easily identified with shading that separates them. |
TRUE |
19.0.03 |
Jobs |
You can now search for a phone number linked to a job from either a contact or client separately in Advanced Filter. |
TRUE |
19.0.10 |
Products / Services |
Inventory shrinkage can now be handled from within the Products / Service module if quantities are known after an inventory count. |
TRUE |
19.0.04 |
Personnel |
Crew notifications are now sent via Twilio instead of SMS. Therefore, the "Carrier" is no longer needed in the personnel module. Simply add a phone number and crew members will receive crew notifications. |
TRUE |
19.0.03 |
Dashboard |
All primary dashboards will now auto update prior to the start of the day. |
TRUE |
19.0.03 |
Invoices |
Invoices can now optionally have their G/L class be automatically set based on the facility linked to the originating job. |
TRUE |
19.0.03 |
Work Tickets |
Tickets can now optionally auto-assign the user who created them by company preference. |
TRUE |
19.0.03 |
Quotes |
Quotes will now send a follow-up alert notification after they've been sent. Anyone assigned to the quote and anyone with access ID 1602 will receive the alert. Alerts can additionally be offset via company preference. |
TRUE |
19.0.03 |
Payroll |
Added a company preference which optionally allows salaried employees to have hours counted by punch duration. |
TRUE |
19.0.04 |
Jobs |
Job costing entries can now be imported via CSV into the "Jobs" module. |
TRUE |
19.0.03 |
Inventory |
Inventory can now be searched via a specific product selection or by simple text name within the advanced filter feature. |
TRUE |
19.0.03 |
Inventory |
When viewing stock inventory by product in the Inventory module, you can now create a "grocery list" of items to itemize. Using other existing functions, those items can then be reserved, sold, added to a ticket, etc. |
TRUE |
19.0.03 |
Jobs |
Improved features available when using the "Inventory" mode within a Job. |
TRUE |
19.0.03 |
Locations |
Improved inventory and product counts user interface within Locations module. |
TRUE |
19.0.03 |
Locations |
When viewing a selected location, you can now see a count of inventory items, navigate to them with a single click, and see counts of products as well. |
TRUE |
19.0.03 |
Products / Services |
Added modifiable "Match ID" to allow users to link pre-set products/service items to imported items from partner apps. |
TRUE |
19.0.03 |
Reports |
Updated design of Balance Sheet and Income Statement formatting when using TRUE Accounting. |
TRUE |
19.0.03 |
Expenses |
Expenses created from credit cards will automatically have a job costing type of Committed. |
TRUE |
19.0.03 |
Contracts |
Added feature to allow a contract to be reverted back to a bid. |
TRUE |
19.0.04 |
Bids |
When upgrading a Bid to a Contract, if assemblies are being used, TRUE will create schedule of value line items for the parent assembly while creating job costing budget type entries for all of the components of those assemblies. This allows for detailed breakout by cost code and a streamlined budget setup for new contracts with complex builds. |
TRUE |
19.0.03 |
Alerts |
Alerts can now be saved as a PDF report. |
TRUE |
19.0.11 |
Events |
Calendar events that are set to repeat can now have their repeating pattern modified without having to re-create them. |
TRUE |
19.0.03 |
Quotes |
The ability to toggle uploaded files for view within TRUE Field mobile app has been added to the Quotes module. |
TRUE |
19.0.06 |
Bids |
Improved visibility of batch selection checkboxes. |
TRUE |
19.0.03 |
ePay |
Down payment type invoices can now be sent and include the optional ePay link. |
TRUE |
19.0.07 |
Cost Codes |
Cost Codes can now have a sub-code for even more granular job costing tracking. |
TRUE |
19.0.05 |
Jobs |
When creating a work ticket from a job, if any line items already have reserved inventory, you have an option to create items for the work ticket that are either based on the job items or the inventory items. |
TRUE |
19.0.04 |
Materials |
When creating a Work Ticket from item within the Materials module, you'll now be asked if you want the ticket to have line items representing the materials or the linked inventory items (if there are any). |
TRUE |
19.0.04 |
Materials |
Jump to linked reserved inventory from items on the material list that have been fulfilled. |
TRUE |
19.0.04 |
Attributes |
Attributes can now be batch added in Leads, Quotes, and Jobs modules. |
TRUE |
19.0.04 |
Personnel |
Improved PTO (Paid Time Off) feature to display more information without having to click into a specific entry. |
TRUE |
19.0.07 |
Personnel |
Files can now be uploaded and viewed by linking them directly to a PTO entry. |
TRUE |
19.0.04 |
Jobs |
Added "Title" to the Quotes and Jobs modules list views. |
TRUE |
19.0.04 |
Contracts |
When viewing contract items in table view, whether line items are taxable or not can now be modified using a batch action. |
TRUE |
19.0.04 |
Contracts |
Contract line items will be now automatically set to be taxable or nontaxable when added manually based on whether the contract's tax type is set to "Tax Exempt" or not. |
TRUE |
19.0.05 |
Contracts |
Contracts can now be invoiced with a percentage holdover automatically calculated and tracked. This holdover can be invoiced at a later date. This is in addition to the existing feature to generate pay applications with retainage. If invoices are synced with QuickBooks, the holdover amount can be treated as unearned revenue. |
TRUE |
19.0.06 |
Integration | QBD/QBP/QBE |
When using QuickBooks Desktop or Enterprise, the first assigned user of a job can now be synced from invoices in TRUE. |
TRUE |
19.0.06 |
eForms |
Unused eForm types can now be hidden to simply repetitive workflows for users. |
TRUE |
19.0.05 |
eForms |
eForms can now have defaults set per "Company / Brand". This allows for different terms, auto-attachments, exclusions, and other options to be set to automatically load for different divisions or regions. Since each user can have a default "Company / Brand", this allows each member of the team to automatically load the eForm with the settings that best suits them. |
TRUE |
19.0.05 |
Integration | QBD/QBP/QBE |
Improved the time it takes to refresh the items to be synced on the QuickBooks dashboard. |
TRUE |
19.0.06 |
Products / Services |
When creating inventory items manually, if the linked product has a location set, the newly created inventory items will be set with the same location. |
TRUE |
19.0.06 |
Materials |
When sorting the material list by "Job / Contract", all items for that job/contract can be selected with a single click. |
TRUE |
19.0.06 |
Inventory |
Improved "Inventory by Location" report. |
TRUE |
19.0.06 |
Jobs |
Jobs can now have multiple contacts similar to how Contracts work. |
TRUE |
19.0.09 |
Integration | GDS Estimating |
Importing glass sizes from GDS to TRUE have been improved in the Quotes, Jobs, Purchasing, and Materials modules. |
TRUE |
19.0.06 |
Reports |
Top Clients report can now be ran as an Excel export in addition to the standard PDF option. |
TRUE |
19.0.06 |
Integration | QBO |
Additionally added syncing of credit memos for QuickBooks Online. This was already a feature when syncing QuickBooks Enterprise. |
TRUE |
19.0.06 |
Invoices |
Added auto-archive feature option to automatically archive invoices with a zero balance after the number of days entered. |
TRUE |
19.0.08 |
Routing |
When archiving a route, an optional check can now be performed to ensure all linked shipping records have posted journal entries prior to proceeding. TRUE Accounting is required for this feature. |
TRUE |
19.0.07 |
Shipping |
When an invoice is now created from a shipping record, the date of the invoice will be based on the first related manifest item's "Completed" date instead of today's date. The "Completed" date is the date that item was delivered. If a shipment has multiple completed dates, the invoice may need to be manually adjusted for the appropriate date. |
TRUE |
19.0.08 |
Bills |
New optional feature to disallow a bill payment unless all items on the bill have been 100% received. |
TRUE |
19.0.12 |
eForms |
Improved "Statement 2" eForm to also include client credits. |
TRUE |
19.0.07 |
Time Review |
Removed extra dialog that appears confirming overtime has been updated when recalculating time punches. |
TRUE |
19.0.07 |
Payroll |
Minimum required fields to fill are now highlighted in pay period details step. |
TRUE |
19.0.12 |
Integration | QBD/QBP/QBE |
Received items in TRUE can now be synced with QuickBooks as expected Bills. This feature requires the Advanced Inventory feature with QuickBooks Enterprise. |
TRUE |
19.0.09 |
Reports |
When using TRUE Accounting, the Profit & Loss Statement can now additionally be shown by Job or Contract. |
TRUE |
19.0.31 |
Contracts |
WIP reports ran within contracts now can be ran with "everything", "as-of-date", or "date range" options. |
TRUE |
19.0.35 |
Files |
Fully redesigned file management system with drag & drop, folder hierarchy, and image grid view. |
TRUE |
19.0.08 |
Jobs |
When assigning users to tasks in the Jobs module, multiple users can now be selected. |
TRUE |
19.0.08 |
Contracts |
Added "Custom App" feature in options menu in selected contracts overview page. |
TRUE |
19.0.13 |
Integration | QBD/QBP/QBE |
When ledger accounts are inactivated in QuickBooks, those same ledger accounts will now automatically become archived in TRUE after a sync. |
TRUE |
19.0.09 |
Users / Access |
Improved Access module to allow easier filtering of access controls by workflow, module, and more. |
TRUE |
19.0.09 |
Time Review |
The "Auto Unpaid Break" feature can now have the start and finish times set to a default time other than 12:00pm - 12:30pm. |
TRUE |
19.0.11 |
Bills |
When the "Inventory" segment is clicked to update inventory costs, it will now turn green to indicate that action has been taken. |
TRUE |
19.0.09 |
Bids |
Items in table view can now clearly be identified if they have a linked product / service. New products / services can now be created from bid line items too. |
TRUE |
19.0.09 |
eForms |
A default PDF can now be appended to the "Advanced Quote" eForm. |
TRUE |
19.0.09 |
Bids |
Estimates can now have a description added to them along with a title. When generating an "Advanced Quote" eForm when "No Items" is checked, a new option "No Estimate" appears. If left unchecked, the eForm will show all of the used estimates, with their title and the descriptive paragraph underneath them. These features allow for a lump sum eForm that's easy to generate, customized for your customer, and yet shows no line item amounts. |
TRUE |
19.0.21 |
Bids |
Added new "Restrict Markup/Margin" feature. When activated, TRUE will not allow users to reduce a product/service's markup/margin below what it's currently set to. This applied to the Quotes, Jobs, and Bids modules. |
TRUE |
19.0.09 |
Time Review |
Improved "Error Check" to visually split the overlap and gap messages. |
TRUE |
18.0.34 |
eForms |
Added a new option to show or hide line item notes on Purchase Order eForms by default. |
TRUE |
18.0.34 |
Bids |
Allows users to choose tax rates with drop-down list instead of a picker selection. Drop-down lists are preferable when there's only around a dozen or so to choose from. When there's more, a picker with search feature is available. |
TRUE |
18.0.34 |
System Information |
Added "View Change Log" feature to load up a list of all changes made in TRUE organized by project, module, version, and description. |
TRUE |
18.0.34 |
eForms |
When eForms are generated with additionally attached PDFs, the filename will either be set with the form name ("Fence Quote.pdf", for example) or with the ID from the module it's for ("PO2020-00535.pdf", for example). |
TRUE |
18.0.34 |
Inventory |
Inventory items can now be selected by entering a quantity instead of selecting each one. Enhancements to the Advanced Filter make it easier to find inventory linked to a specific job/contract or product. If using inventory as a check in/out system, batch selected items can be reserved to a job/contact or returned to stock easily. All inventory reports have been improved and now run in context of the inventory currently filtered. |
TRUE |
18.0.34 |
Jobs |
Archiving or reactivating a Job will create an entry in the activity log. |
TRUE |
18.0.34 |
Contracts |
Added "Email Capture" feature for RFIs, Submittals, and Transmittals. Also added "Files" upload feature for "Transmittals". A new blue "PDF" icon will appear for RFIs, Submittals and Transmittals when an eForm has already been created. Clicking the icon will take you to the eForm. |
TRUE |
18.0.35 |
Jobs |
You can now revert a job back to a quote as long as certain conditions are met. |
TRUE |
18.0.35 |
Pay Requests |
Added "Bill for Balance" feature for pay applications |
TRUE |
18.0.34 |
Bank Reconciliation |
Cardholder name added to credit card reconciliation export. |
TRUE |
18.0.35 |
Quotes |
When an assembly is present in Quotes, Jobs, or Bids, you can now adjust the parent level quantity to automatically adjust all component relative quantities. |
TRUE |
18.0.35 |
eForms |
In the "Quote - No Items" eForm, added the ability to attach images and append PDF files. A default appended PDF can also be set. This eForm is commonly used for simple Lump Sum proposals. |
TRUE |
18.0.35 |
Receiving |
Improved processing time when receiving large shipments. |
TRUE |
18.0.37 |
Receiving |
Improved inventory QR code label generation speed. |
TRUE |
18.0.35 |
Work Tickets |
When manifesting an item from a pick ticket, the shelf location will now be cleared. |
TRUE |
18.0.35 |
Work Tickets |
Inventory linked to a work ticket will now additionally show the related purchase order number if available. |
TRUE |
18.0.36 |
Bids |
When a bid is upgraded to a contract, schedule of value lines now include additional metadata including quantities, unit of measurements, and unit price. |
TRUE |
18.0.38 |
eForms |
The "Advanced Quote" eForm in the Bids module and "Quotes - Items" eForm in Quotes module now have a "Markup" option which will show cost, markup, and sell price per line item. This is useful for certain contract jobs which require this to be shown. |
TRUE |
18.0.35 |
eForms |
In the "All-In-One" eForm, added a default preference to show "Estimated Ship Date, Notes & Method" instead of "Salesperson". Also, the phone number for the client's billing information will now appear if available. |
TRUE |
18.0.36 |
Quotes |
All unit sell amounts throughout TRUE will now show 4 decimal places if needed. |
TRUE |
18.0.35 |
Point of Sale |
Setup credit card payments via Stripe for down payments on Jobs so an invoice doesn't have to be created first. |
TRUE |
18.0.35 |
Invoice Wizard |
When creating standard invoices (instead of pay apps) from within the Contracts module, newly created invoices will separate the taxes appropriately if a tax type has been set for the Contract. |
TRUE |
18.0.35 |
List Templates |
When a product with an assembly is set, the price will now show the total assembly price. |
TRUE |
18.0.36 |
List Templates |
Stored list templates now include linked product component and assembly builds. |
TRUE |
18.0.35 |
eForms |
When a "Safety Talk" eForm is created, then a topic is selected, the description of the eForm will automatically be set to the topic name with today's date. |
TRUE |
18.0.35 |
Contracts |
Field Reports can now be sorted ascending or descending by Type, Date, or Description. |
TRUE |
18.0.38 |
Integration | TOAD |
Added an option that will launch a TOAD configuration window and save the results to an existing product rather than creating a new one. |
TRUE |
18.0.35 |
Contracts |
Modified the Change Order Log Report to only show change order requests and approved change orders. Also added client's contract ID along with internal ID. |
TRUE |
18.0.36 |
Work Tickets |
If a work ticket or pick ticket has inventory records linked to it, you can now print inventory labels directly from those line items. |
TRUE |
18.0.37 |
Bills |
Moved "Update Inventory" feature to workflow bar for easier visibility. |
TRUE |
18.0.37 |
Shipping |
Added additional manifest sorting options "Creation" and "Notes". |
TRUE |
18.0.37 |
Routing |
Stops on a delivery route can now easily be moved into another route. |
TRUE |
18.0.38 |
Dashboard |
Financial dashboard has been updated to reflect recently added new features. |
TRUE |
18.0.37 |
Quotes |
Added "Factor Quantity" feature to table view to allow for quick multiplication and division of multiple selected components in assemblies. |
TRUE |
18.0.38 |
Work Tickets |
If items have not been worked and, if a linked shipment is present, items have not been fully manifested, a pick ticket cannot be set to "Complete". |
TRUE |
18.0.38 |
Unposted |
Journal entry templates can now be created and used to save time when creating common entries. |
TRUE |
18.0.38 |
Materials |
Updated CSV import to support newly added fields. |
TRUE |
18.0.38 |
eForms |
Updated most eForms for new light style design. |
TRUE |
18.0.38 |
Quotes |
Improved importing mechanism for adding line items to Quotes, Jobs, and Bids. |
TRUE |
18.0.38 |
eForms |
"Advanced Quote" eForm in Bids will now summarize multiple estimates with custom naming and section totals. |
TRUE |
18.0.38 |
eForms |
Line Items can now be hidden for the "Advanced Quote" eForm in the Bids module. |
TRUE |
18.0.38 |
eForms |
"Invoice" eForm line items can now be hidden. |
TRUE |
18.0.38 |
Purchasing |
When emailing a Purchase Order, a drop-down list will appear to choose from related vendor and contact emails. |
TRUE |
18.0.38 |
Invoices |
When exporting invoice data, the linked job or contract facility and/or division will now additionally be included. |
TRUE |
18.0.38 |
eForms |
Improved "Lump Sum" eForm template to prevent overlapping of some fields. |
TRUE |
18.0.38 |
Products / Services |
When duplicating products, linked components will now also be duplicated. |
TRUE |
18.0.38 |
eForms |
Optionally show markup on an "Invoice" eForm when linked to a job. |
TRUE |
18.0.38 |
Job Costing |
Can now jump to view source of job costing record from the job costing list to view purchase orders, expenses, bills, inventory changes, and payroll. |
TRUE |
18.0.38 |
Contracts |
Increased the amount of text that can fit in the pay application description. |
TRUE |
18.0.38 |
eForms |
In "Purchase Order" eForm, line numbers can optionally be displayed as bullet points. |
TRUE |
18.0.38 |
Integration | QBD/QBP/QBE |
Invoices with additional credit card fees will now sync to QuickBooks. |
TRUE |
18.0.39 |
eForms |
Optionally hide "Paid" and "Balance" in the "Order" eForm (#21). |
TRUE |
18.0.39 |
Receiving |
The Receiving Log now additionally shows the job/contract and who received each item. |
TRUE |
18.0.39 |
Bids |
Improved copy, paste, and duplication of estimates to better support components and assemblies. |
TRUE |
18.0.39 |
Materials |
Pull bid line items into your material list after a contract has been created. |
TRUE |
18.0.39 |
eForms |
The "Job/Contract ID" can now be hidden on the "Invoice" eForm. |
TRUE |
19.0.01 |
eForms |
Any eForm can now additionally be saved into the "Files" repository and linked to the source (quote, job, invoice, purchase, ticket, etc.). This can be useful when it should be shared using the TRUE Field app. |
TRUE |
18.0.39 |
eForms |
Previous "dark" style eForms have been re-added due to popular demand and can be identified with the "Original" tag. |
TRUE |
18.0.39 |
Receiving |
Receiving Log can now be exported to Excel. |
TRUE |
19.0.03 |
Bills |
A warning message will now display if creating journal entries for a bill with a unreconciled balance. |
TRUE |
19.0.03 |
Integration | QBD/QBP/QBE |
Users are now required to only use terms and tax codes synced from QuickBooks when a QuickBooks integration is enabled. |
TRUE |
19.0.03 |
Quotes |
Optional add-ons like TRUE Fence now launch via a new "Optional App" instead of via "Custom App". This is to allow both optional apps and customized apps to be used at the same time. |
TRUE |
18.0.39 |
Products / Services |
Price Book entries can now be duplicated. |
TRUE |
18.0.40 |
Bids |
In the "Vendor Quotes" mode, the ability to "View Emails" and "View Files" has now been added. |
TRUE |
18.0.40 |
Time Review |
When reviewing time punches, the personnel list can now be additionally filtered to show only those individuals who are in the same facility as you, division as you, or you are their supervisor. |
TRUE |
18.0.40 |
Bills |
When clicking into a bill line item "Quantity" or "Amount" field, the field contents will be selected by default. |
TRUE |
18.0.40 |
Alerts |
The access ID that triggers the alert shown in your notification center is now visible to allow administrators to easily modify which alerts should show. |
TRUE |
19.0.01 |
Phone List |
The phone list can now be exported to Excel. |
TRUE |
19.0.01 |
Requests |
When a purchase order is created from a request, if that request is linked to a product/service with a vendor, the vendor will automatically be set to the purchase order. |
TRUE |
18.0.40 |
Purchasing |
Removed "Completed" and added "Unsent" to the main list options. Added "Unsent", "Sent" and "Requester" to the advanced filter. |
TRUE |
18.0.40 |
Purchasing |
A vendor quote can now be created after a purchase order was created from within the purchase order. |
TRUE |
18.0.40 |
eForms |
When a Purchase Order eForm is emailed, an activity log is now created. |
TRUE |
18.0.40 |
eForms |
Purchase Order eForms can now be sub-summarized by Stock, Job and Contract. |
TRUE |
19.0.13 |
Purchasing |
A payment (disbursement) can now be applied to a Purchase Order. This creates a vendor credit that can be applied to a Bill at a later date. |
TRUE |
19.0.03 |
Integration | QBD/QBP/QBE |
Entirely redesigned QuickBooks dashboard to improve syncing workflow. |
TRUE |
19.0.11 |
Calendar (DayBack) |
New "Bidders" source added to calendar. This shows all bid due dates and times with linked project name and client. Modifications made within the calendar will update the bid due dates in real-time. |
TRUE |
18.0.40 |
Schedule |
Crew notifications will now be sent via Twilio API instead of SMTP. |
TRUE |
19.0.01 |
Bills |
If a bill is not linked to a job or contract, all job costing features hide or become inactive. |
TRUE |
19.0.01 |
Bills |
Added "Stage" to the list view. |
TRUE |
19.0.02 |
Reports |
Profit & Loss Statement can now be displayed by class when using TRUE Accounting. |
TRUE |
19.0.01 |
eForms |
Added "Purchase Order (Original)" eForm. |
TRUE |
19.0.01 |
Tasks |
Added PDF report within that shows information about each task. |
TRUE |
19.0.01 |
eForms |
The number days the expiration will be set to is now programmable via the default settings for the "All-In-One (Original)" eForm. |
TRUE |
19.0.03 |
Receiving |
Added "Advanced Filter" feature to Receiving module. |
TRUE |
19.0.43 |
Messages |
Send and receive internal and text messages between users, personnel, and customers with new "Messages" module. Internal messaging included with all subscriptions. Contact TRUE sales to learn more how to turn on SMS based text messaging with customers. |
TRUE |
19.0.01 |
Vehicles |
When review preventative maintenance records, if a large amount of text was entered, you can now review it easier by clicking on it. |
TRUE |
19.0.01 |
eForms |
Added "Quote - No Items (Original)" eForm. |
TRUE |
19.0.02 |
Jobs |
A review of a job can now be required or ignored when creating invoices. |
TRUE |
19.0.01 |
Jobs |
"Shipment" workflow segment now hides if there are no linked shipments. |
TRUE |
19.0.03 |
Receiving |
In Advanced Filter, users can now find items to be received that are linked to a job or contract they're assigned to. |
TRUE |
19.0.03 |
Receiving |
Added new "Received" filter option that, when clicked, allows you to quickly find items that were received today or within a specified date range. |
TRUE |
18.0.20 |
Contracts |
"Change Order Log" report now available to show "CO Requests" and "Change Orders" to provide to a client GC. |
TRUE |
18.0.38 |
Inventory |
Select a material (BOM) to link to an existing item in inventory. |
TRUE |
18.0.37 |
eForms |
Added "Paid" and "Balance" to "Order" eForm. |
TRUE |
19.0.03 |
Invoices |
Modify G/L accounts by line item manually in addition to by product/service when using TRUE Accounting. |
TRUE |
19.0.14 |
Deposits |
Can now generate a PDF report of all deposits currently in the filtered list. |
TRUE |
18.0.39 |
Unposted |
Added the ability to view a journal entry's source (invoice, bill, etc.) for an unposted entry. |
TRUE |
18.0.25 |
Unposted |
Add the ability to change accounting periods via "batch" select. |
TRUE |
18.0.32 |
Invoices |
Improved history tracking when performing accounting actions in the following modules: Invoices, Bills, Receiving, Shipping, Expenses, Pay Requests, and Transactions. |
TRUE |
18.0.40 |
Bills |
Bills with unreconciled differences can now be searched for in the advanced filter. |
TRUE |
18.0.21 |
Integration | Paylocity |
Updated Paylocity payroll export. |
TRUE |
19.0.03 |
Banks |
Improved batch selection during bank and credit card reconciliation workflows. |
TRUE |
19.0.03 |
Chart of Accounts |
Accounts can be bundled in custom groups on an Income Statement when using TRUE Adccounting. |
TRUE |
19.0.33 |
Bills |
Added activity log to "Bills" module. |
TRUE |
18.0.37 |
Inventory |
New inventory menu allowing quick access to stock, locations, and products. Also allows quick filtering by contract, vendor, and purchase orders. |
TRUE |
19.0.40 |
Map |
Map now shows last time clock punch location for each employee. Additionally show company facilities, contracts, and jobs to see where everyone is in relation to the work they're performing. |
TRUE |
18.0.39 |
Contracts |
Improved standard AIA style pay application based on user feedback. |
TRUE |
19.0.26 |
Travel Calculator |
Added new "Travel Calculator" feature in Quotes, Jobs, and Bids modules. TRUE will automatically calculate costs associated with travel time, vehicle use, per diem, and lodging based on a variety of factors such as distance, rotation schedule, number off workers per vehicle, etc. |
TRUE |
18.0.37 |
Inventory |
Improved export of inventory data. |
TRUE |
18.0.19 |
Staging |
Carton and Pallet barcode labels can now be printed via roll or sheet. |
TRUE |
19.0.01 |
Vendors |
1099 Box Number field added with drop-down list. |
TRUE |
19.0.09 |
Personnel |
Added "Training" section to keep track of which certifications, licenses, and skills each team member has. Certification expirations are automatically notified ahead of time too. |
TRUE |
19.0.03 |
Invoices |
Added "Void" feature for invoices. Included compatibility with TRUE Accounting and all current versions of QuickBooks. |
TRUE |
19.1.01 |
Contracts |
New pay app forecasting feature available. Project managers can now enter anticipated amounts to be billed for a contract's next pay app which can then be inserted by the billing department with a click of a button. This prevents having to communicate this information through some other means and simplifies the entire process. |
TRUE |
18.0.39 |
ePay |
Customers can now pay invoices via an ePay link which allows payment via Stripe. This link can be included when an invoice is emailed to a customer. The customer can then download or email the paid invoice to themselves showing a zero balance. |
TRUE |
19.0.24 |
Calendar (DayBack) |
Calendar records can now be locked by anyone and unlocked only by those with access. |
TRUE |
19.0.07 |
Miscellaneous |
You can now save queries used in the Advanced Filter feature for all modules. This allows you to name your query and shows your queries by default. You can optionally see other users' queries so you can share with your team. |
TRUE |
18.0.19 |
Clients |
Added batch archive functionality to both "Clients" and "Vendors" modules. |
TRUE |
18.0.20 |
Inventory |
Added additional filterable date fields in the advanced filter. |
TRUE |
18.0.20 |
Shipping |
Shipping manifests can now be sorted via "Description", "Job / Contract", "Ticket", "Staging", "Complete", and "Problem". |
TRUE |
18.0.37 |
Clients |
Added additional available totals for Excel export feature. |
TRUE |
18.0.38 |
Reports |
Credit Reference report can now additionally be ran directly from within a Client or Vendor record. |
TRUE |
18.0.32 |
Unposted |
When creating a journal entry for a transaction, if a description is present, it will now be copied it into the notes field of the journal entry. |
TRUE |
18.0.37 |
Jobs |
Improved Jobs data export. |
TRUE |
18.0.32 |
Pay Requests Wizard |
Made it easier to see if using percent complete, amount, or quantity method when creating a pay request. |
TRUE |
18.0.37 |
Taxes |
Additional Canadian tax support added to AR and AP workflows. |
TRUE |
18.0.24 |
Company Preferences |
Jobs and Contracts can now have different default tax rates and tax basis. Most firms set their Jobs as "Retail" (inclusive of markup) while Contracts are "Purchase" (cost only). |
TRUE |
18.0.38 |
Company Preferences |
Selecting a tax rate can now be done via drop-down list or searchable picker list. |
TRUE |
18.0.38 |
Bills |
Individual line items can now be set to taxable or nontaxable. |
TRUE |
19.0.14 |
Reports |
Improved income statement and balance sheet trend reports. |
TRUE |
18.0.24 |
Contracts |
A new contract type, "Upon Delivery" has been added. This allows both invoices and pay requests to be created for the same contract. For firms who want to recognize revenue when items are shipped, not when pay requests are sent can use this feature. |
TRUE |
18.0.24 |
Integration | TOAD |
The text "TOAD" will now appear if a product record is linked to a TOAD configuration. This is used for door hardware firms. |
TRUE |
18.0.28 |
Integration | TOAD |
Improved syncing pricing information between TRUE and Total Opening Application Developers (TOAD) partner app in the Products / Services module. |
TRUE |
18.0.35 |
Materials |
When creating a pick ticket, if any of the selected materials have an incomplete work order linked to them, a message will display notifying the user. |
TRUE |
18.0.24 |
Work Tickets |
Material barcode labels can now be created directly from a work ticket line item. This is useful when an assembly has been completed and a unique, scannable, label including job and description is needed to affix to it. |
TRUE |
18.0.25 |
Work Tickets |
When a schedule is created from a work ticket, the "Hours" field in the schedule is set based on the estimated hours from the work ticket. This is useful when running analytics in the calendar and need to see when you're above or below your production capacity. |
TRUE |
18.0.32 |
Integration | Pro-Tech |
Extraneous data from a Pro-Tech import will now be set to the "Other" field instead of "Notes" in the Materials module. |
TRUE |
18.0.24 |
Inventory |
Added "View Same" feature to quickly see inventory that matches what you're currently viewing. |
TRUE |
18.0.24 |
Work Tickets |
Added a user preference to set a specific work ticket type for each user. This is useful when workers need to quickly see work tickets for a station or area; for example, "Welding", "Brake Metal", "Key Shop", "Job Processing", etc. |
TRUE |
18.0.25 |
Integration | Pro-Tech |
The unit sell price from Pro-Tech will now be shown in TRUE. |
TRUE |
18.0.25 |
Purchasing |
If a Purchase Order is set to "Drop Shop" or the Request that created was set to "Drop Ship", all line items will automatically be set not to receive. |
TRUE |
18.0.24 |
Requests |
Multiple requests can now be set to Drop Ship simultaneously. |
TRUE |
18.0.24 |
Requests |
Users are now prevented from accidentally creating a Purchase Order that has a mix of Drop Ship items and non-Drop Ship items. |
TRUE |
18.0.24 |
eForms |
When emailing eForms, you can automatically cc yourself, as an option. |
TRUE |
18.0.24 |
Activities |
Separate activity defaults can now be created for jobs and contracts. |
TRUE |
18.0.38 |
Files |
Added advanced filtering options. |
TRUE |
18.0.37 |
Milestones |
Now allows up to 20 characters instead of 12 for longer descriptions. |
TRUE |
18.0.34 |
Integration | QBD/QBP/QBE |
Enhanced QuickBooks Enterprise Product import process to handle situations when cost data is missing. |
TRUE |
18.0.32 |
Work Tickets |
Improvements made to how TRUE handles linked inventory items for cost of goods sold entries when marking work ticket items as complete. |
TRUE |
19.0.11 |
Checklists |
When generating a checklist for a personnel record, the personnel's name now appears on the printable PDF. |
TRUE |
18.0.27 |
Shipping |
The "Review" segment in the shipping workflow can now be hidden by company preferenece. |
TRUE |
18.0.27 |
Materials |
Items can now be pre-set as "Stored Materials". This allows for quick viewing of items for billing purposes on AIA style pay applications. |
TRUE |
19.0.20 |
Pay Requests Wizard |
When creating pay applications, items that have been received which are designated as billable as "Stored Materials" can now be automatically tabulated and added. |
TRUE |
18.0.37 |
Addresses |
Improved how addresses are displayed when selecting from a list. |
TRUE |
18.0.39 |
Expenses |
When working with a merchant invoice (typically used for credit card bills), you can now select expenses (field purchases) to add additional line items. Previously, you could only pull expenses that were linked to the same bank account. |
TRUE |
19.0.03 |
Integration | QBO |
Upon initial deployment new TRUE customers can import all QuickBooks job as either Jobs or Contracts in TRUE. |
TRUE |
18.0.39 |
Integration | QBO |
When syncing an invoice to QuickBooks Online, the linked job will also sync if it doesn't already exist. |
TRUE |
18.0.39 |
Integration | QBD/QBP/QBE |
Syncing QuickBooks Enterprise data will now additionally include service jobs. Contract jobs only were previously supported. |
TRUE |
18.0.40 |
Integration | QBO |
Improved syncing of time clock data when using QuickBooks Online. |
TRUE |
18.0.32 |
Bids |
Improved "Rounding" feature to allow the subtotal of the estimate to be rounded up by adjusting the markup in the line items. This allows for rounding to be compatible with budgeting, job costing, and accounting requirements. |
TRUE |
19.0.07 |
Bids |
When creating materials records from a bid, the estimate description is now added to a "Category" field that can be sorted and summed within the Materials module. |
TRUE |
18.0.30 |
Integration | QBO |
New option to disable automatic job (subcustomer) creation in QuickBooks. |
TRUE |
18.0.31 |
Invoices |
Added option to force all invoice line items to be linked to an existing product/service. This can be useful if all items should be linked to products in QuickBooks. |
TRUE |
18.0.31 |
Quotes |
Create new products/services from quote or job line items. |
TRUE |
18.0.31 |
Receiving |
Set which items in a purchase order will create inventory items when received and which will not. |
TRUE |
18.0.31 |
Journal |
Improved balances table for better performance. |
TRUE |
18.0.31 |
Transactions |
The transaction wizard will now prompt you to add vendor credits rather than automatically adding them when available. |
TRUE |
18.0.31 |
Bills |
When journal entries are created from a Bill, the "Class" field will now be set. |
TRUE |
18.0.31 |
Bids |
When upgrading to a contract, if the option to create materials is chosen, those materials will now include a "unit", "unit cost", and "unit sell". |
TRUE |
18.0.32 |
Materials |
Added option to choose whether material notes are included when creating Requests, Purchase Orders, and Work Tickets. |
TRUE |
19.0.27 |
Taxes |
Credit Memos can now be toggled as taxable or not. This automatically creates appropriate journal entries when used in conjunction with TRUE Accounting. |
TRUE |
18.0.32 |
Cost Codes |
Costs are now sorted by ID first, then by Name ascending. |
TRUE |
18.0.32 |
Purchasing |
Added "Vendor Order ID" to purchasing CSV export. |
TRUE |
18.0.34 |
Integration | QBD/QBP/QBE |
Enhanced QuickBooks Enterprise for imports of Customers and Vendors exceeding 20,000 records. |
TRUE |
18.0.32 |
Quotes |
Select multiple products and services simultaneously while adding line items to a quote or job. |
TRUE |
18.0.32 |
Integration | QBD/QBP/QBE |
Syncing of payments can now be limited by a date range. |
TRUE |
18.0.32 |
Reports |
Modified P&L report to include sales amounts from pay requests. |
TRUE |
18.0.33 |
User Preferences |
Added "Calendar Link" feature. This allows you to open or email a link to your calendar to yourself or others. |
TRUE |
18.0.34 |
Purchasing |
Added company preference to allow for purchase order line items to be set to inventory or not, when received, by default. |
TRUE |
18.0.33 |
Bills |
Batch delete multiple bill line items. |
TRUE |
18.0.34 |
Integration | QBD/QBP/QBE |
Enhanced QuickBooks Enterprise payments import process. |
TRUE |
18.0.34 |
Shipping |
When generating an invoice for a shipment, if reviews are required and the originating job has not yet been reviewed, a message will appear notifying the user which job requires a review in order to proceed. |