New Features & Enhancements

Quoting

Qualification

Operations

Settings

Project

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

Contract

• Started 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.  

For questions about these improvements or anything else please reach out to our support team on chat or via support@goeverbright.com or attend our weekly basic & new feature training and office hours which are a great opportunity to get your questions answered: How do I attend live training?