New Features & Enhancements

Quoting

Qualification

Operations

Settings

Project

• Renamed dates in project details section. Start → Installation Start & End → Installation End

Contract

• Stated saving ACH election value from contract packages in order to support the removal of a manual ACH election task in the EverBright workflows.

Settings

• Vendor payments summary emails include CSV of payments made to the vendor in the time frame reflected in the digest (daily/weekly/monthly).

• Added a custom date-select filter to the payments report tab.

Stability

We have been hard at work generally improving the stability of our platform. Some of the specific improvements are:

• Resolved an error that was occurring when trying to deactivate the default signer user.

• Resolved intermittent issues

See our release schedule to learn more about release timing and upcoming release dates.  

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