User Portal Updates

• Payrate Group will now copy over when copying a Dispatch, Route, or Booking 

• Added “Show Only Free Entry Invoices” toggle to Invoices dashboard 

• Added “Base of Operations” filter to the Daily Usage report 

• Changed wording on Refund Confirmation to signify receipt is related to a refund 

• Changed verbiage to read “Void” instead of “Delete” for Tours tickets 

• Added “Send Ticket” button on Ticket Details page and Ticket Purchase Order Details page 

• Created Tours Tickets Sold report under Tours header 

• Updated Tours Main Report to display tour assignments for the next thirty days by default 

• Added filters to Tours Main Report for “Show Cancelled Tours”, “Tour Category”, “Tour Name”, and “Itinerary Name” 

• Added search functionality to Tour Upgrade Types page 

• Improved Driver Hours calculation for the Scheduled Services’ and Tours’ “Edit Stops” modal 

• Darkened the gray rows when exporting the Dispatch Main Report 

• Added button to mass invite drivers to the Driver Portal 

• Added “Tax” column to Invoice PDFs 

• Added “Base of Operations” and “Vehicle Type” filters to View Availability modal on Quotes 

• Add “Group by Department” filter to Booking Totals report 

• Added “Group Name” column to Bookings and Quotes sections in the Contact Details page 

• Added “No Due Date” section to To Do list dashboard 

• Added additional filters to the Out of Position Coverage report 

• Made Expiration Management report editable in-line 

• Follow-up emails sent from Invoice Details page will now be stored in email logs 

• Added PO number field to Booking PDFs 

• Changed Pricing Equation button’s icon on Quote Details page 

• Added “Base of Operations” filter to Driver Actuals report 

• Drivers can be listed by last name, first name on Driver Actuals report 

• Driver dropdown is now enterprise wide on both Accident and Incident reports 

• When filtering Booking Totals report by a Group, exporting will now only include the totals, not individual bookings 

• Added “Export Report” button to Invoice Free Entry Discrepancy report 

• Added “Overpayment” as a credit type 

• Updated “All Routes/Options Total” banner on Quote PDF and moved it to the bottom of the PDF, increasing legibility  

• Added “Total” column for vehicle price on the Booking PDF 

• Created “Hidden from Dispatch” report 

• Hovering over an assigned driver on the Dispatch Main Report will now display “Base of Operation” and “Employment Status” 

• Filters set on AR Aging report will remain when leaving and returning to the report 

• Added “Show Only Multi-Day Trips” filter to the Dispatch Main Report 

• Added “Salesperson” column to AR Aging report 

• Accidents on the Driver Details page are now clickable and linked to the Accident Details page  

• Incidents on the Driver Details page are now clickable and linked to the Incident Details page  

• Filters set on the Accidents dashboard will remain when leaving and returning to the report 

• Added “Confirm Details” column and button to Bookings dashboard 

• Added “Do Not Print Other Driver Information on Work Ticket” checkbox to Booking Details page 

• Added ability to set Customer Group to no selection on Manage Contacts report 

• Added “Requirements and Inclusions” section to Driver Work Tickets 

• Added hyperlink functionality to Organization field on the Booking Details page 

• “Terms & Conditions” are now read-only after the initial save 

• Added “Signed Contract” column to the Dispatch Main Report 

• “Hide from Customer”, “Hide from Invoice”, and “Hide from Dispatch” changes will now be logged in Logs section 

• Added {{bookingEarliestDepartureDate}} – Earliest Departure Date as an email template keyword  

• Added {{bookingDepositAmountOutstanding}} – Deposit Amount Outstanding for Booking as an email template keyword 

• Added “Show Only Paid in Full Bookings” filter to Commissions Report 

• Added color code for Relief Assignments on Scheduler, Vehicle Availability report, and Driver Availability report 

• Created “Adjusted Price Report” 

• “Send Follow Up” email modal is now draggable and no longer fixed in place 

Bug Fixes 

• Fixed a bug preventing PDFs from attaching follow up emails sent from the Invoice Details page 

• Contract Rate will now be set automatically when creating a Booking from the Contact Details page 

• Fixed a bug where Booking Zero Revenue report wouldn’t display results if departure filter was set to one day 

• Fixed a bug where automated payment requests were being sent for invoices that were already paid in full 

• Fixed a bug where Driver Work Tickets would display the itinerary twice 

• Fixed date range filter on Invoices page 

• Fixed a visual bug where vehicles weren’t displaying properly on copied bookings until the page was refreshed 

• Fixed an issue with “Show to Customer” checkbox for Places 

• Fixed a bug that caused the Final Payment Due report to only sort by one page and not the entire data set 

• Fixed a bug which prevented Accidents from being deleted 

• Fixed a bug that caused price changes when editing stops not to be logged 

• Fixed an issue where “Deposit Amount Type” wasn’t updating correctly when creating a contact