Release Report 2024

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See releases from the year 2025

Version 1.7.9.0001 December 23, 2024

Dispatch

• Added Introduced the option to view two load tables split horizontally.
• Changed Returning from load details now navigates back to the same pagination page.
• Changed The customer and customer reference fields are now positioned before the group and office fields, as customer selection overrides group/office values.
• Changed The document upload zone has been visually updated to enhance visibility.
• Changed The AI load bot upload section is now more visually prominent.
• Changed When copying a load in broker mode, the carrier value will no longer be pre-filled.
• Added During load creation, selecting a customer will display additional information about the last booked load with that customer.
• Added Carrier MC and dispatch contact details are now visible after the load is delivered.
• Added The map now displays the recommended route using PC Miler/Trimble maps.
• Added The dispatch manager now displays GPS/ELD locations for trucks and trailers, where available.
• Added Unassigned asset statuses can now be edited directly from the dispatch manager.

Accounting

• Added Introduced the ability to redeem "Credit Memos."
• Added Adding a product to a "Credit Memo" will now impact inventory quantity.
• Changed A confirmation dialog will now appear when navigating away from invoice/expense creation or editing if there are unsaved changes.
• Added Introduced a filter for invoices and bills based on exact amounts.
• Added Stripe terminals can now be used to pay multiple invoices at once.
• Added Added a shortcut to instantly view the receipt after a terminal transaction is completed.
• Added The product quick view dialog now displays the current inventory value.
• Fixed Resolved a logic error that allowed reconciled entries to be deleted in custom journal entries.
• Fixed Addressed issues related to selling products with zero inventory value.

Companies

• Added MyCarrier risk assessment now provides descriptions if a carrier violates set rules.
• Added Introduced a new "Blacklisted Note" field for carrier records.
• Added Additional warnings will now be displayed when lifting a credit hold for a customer.
• Changed The customer quick view dialog now emphasizes the credit hold view.
• Changed Updated the order of credit-related fields for better organization.

Fleet

• Added The last GPS/ELD location is now visible on the truck and trailer details pages.
• Changed The "Retired" status for trucks and trailers is now displayed on the details page in addition to the listing page.

Version 1.7.9.0003 December 04, 2024

Dispatch

• Added Users with sufficient permissions can now view invoices directly from the load info page.
• Changed Delayed stops are now visually indicated in red.
• Changed Redesigned customer credit functionality to improve warning accuracy.

Accounting

• Added Introduced a "Credit Memo" feature.
• Added Integrated "Stripe" payment links for seamless transactions.
• Added Receipts can now be printed for transactions made through the "Stripe" terminal.
• Added Vendor credits can now be viewed in read-only mode once attached to a bill.
• Added Implemented an "Undeposited Funds" feature.
• Added Memo information from vendor credits is now carried over to journal records upon creation.
• Added Added shortcuts for deleting invoices or expenses directly from the details dialog.
• Added Current stock values are now displayed within the product info dialog.
• Changed Adjustments to invoices or expenses now include contact or organization references in transactions.
• Changed The asset depreciation feature has been moved from the journal to the assets page.
• Fixed Assets created via bills now correctly generate asset records.
• Fixed Resolved issues with editing assets that have zero salvage value.

Fleet

• Changed Truck and trailer statuses are now prominently displayed at the top of the details page.

Companies

• Changed Customer credit hold status is now visible at the top of the details page.
• Changed Carrier blacklist status is now displayed at the top of the details page.

Personnel

• Changed Statuses for drivers, employees, and agents are now visible at the top of their respective details pages.

Version 1.7.7.0004 November 18, 2024

Dispatch

• Changed The post-load update dialog now pre-fills the time value and features an enhanced time field component.
• Fixed Resolved an issue where editing column settings consecutively would not save previous changes.

Accounting

• Added Custom amounts can now be captured when using the Stripe terminal for payment.
• Changed Negative quantity amounts are now permitted on bills and will be used for return credits.
• Added Introduced an "Adjust Expense" feature.
• Changed Invoices and bills can now be adjusted outside a locked period.
• Added Added a "Vendor Credit" feature.
• Added Introduced "Undeposited" as a new account type in the chart of accounts, which can be used for receiving payments.
• Added Multiple payments can now be captured under the "Undeposited" account type.
• Added Added a tax liability report along with a tax bill feature.
• Fixed The total displayed at the top of the checks page now considers the unreconciled filter.
• Fixed Copying a bill will no longer transfer processed flags.

Fleet

• Added Introduced a VIN decoder for trucks.
• Added Integrated Relay Payments.
• Added Added a new IFTA split type for drivers.

Companies

• Added Integrated FMCSA functionality.

Version 1.8.4.0002 - Work Orders November 18, 2024

Work Orders

• Added Introduced a VIN decoder for trucks.
• Added Added tax settings that allow users to separately select whether tax should be applied to labor or parts.
• Fixed Resolved an issue where work order email template variables were not being loaded correctly.

Version 1.7.7.0001 - Rent & Lease November 18, 2024

Rental

• Added Introduced a deposits feature for rentals.

Version 1.8.3.0007 - Work Orders November 01, 2024

General

• Added Introduced settings with customizable email templates within Work Orders.

Work Orders

• Added The odometer field is now visible within the truck information dialog.
• Changed The odometer field now accepts only integer values.
• Changed Coloring of work order statuses is updated.

Labor & Parts

• Changed Technician information will be automatically populated based on the selected bay in Labor & Parts.
• Added An additional description is now available for bay selection in Labor & Parts.
• Fixed Fixed issue where part is not shown as out of stock when added on multiple action items.

Accounting

• Added When work order invoice is created a reference to work order will be created as well.
• Changed Bills can now be edited with a total value of zero.
• Changed Quantity values for bills and invoices are restricted from being negative.

Version 1.7.5.0006 - Rent & Lease October 28, 2024

Rental

• Added Introduced a history feature for rental records.
• Added Implemented labeling functionality for rental records.
• Added Added an 'Images' tab to rental records.

Version 1.8.3.0001 - Work Orders October 28, 2024

Work Orders

• Added Introduced split-view functionality within the 'Images' tab.
• Changed AI-driven complaint text is now automatically rephrased when processing a single item.

Labor & Parts

• Changed Enhanced part/product report dialog with additional details such as manufacturer and category information, alongside the past purchases list.
• Added Clicking on the reserved number in the inventory report now displays a dialog listing all work orders where the part is reserved.

Accounting

• Changed Default invoice email addresses are now pre-filled when creating an invoice from the billing page.
• Changed Assigned parts/products to an invoice line item will now include an icon; clicking the icon opens the Part/Product report.
• Added Customer reference number is now visible on the printed invoice

Version 1.7.6.0001 - October 28, 2024

Dispatch

• Added Customer information dialog is now available in the OCR dialog.
• Added An additional warning now appears when completing stops if the entered dates are before the last completed stop.
• Changed Updated the post-update dialog to include past events and GPS/ELD ping options on both the load listing and load information pages.
• Changed The post-update snooze feature now accepts custom intervals, removing the previous 120-minute limit.

Accounting

• Added A confirmation message is now displayed when processing invoices in bulk.
• Changed Negative values are now permitted when creating a new credit card statement (previously only allowed during edits).
• Changed All transactions can now be deleted when editing journal entries, provided there are at least two transactions remaining.
• Fixed Resolved an issue where pagination was not visible on all screens within the credit card listing.

Fleet

• Added The truck information dialog now displays GPS/ELD location details, if available.
• Added Introduced a new field: "In Service Date."
• Changed Removed the query field, as a dedicated load number filter is now available.

Version 1.7.5.0002 - October 07, 2024

General

• Changed Table hover color now has increased contrast

Dispatch (General)

• Changed Display current truck, driver, and trailer on the load listing
• Changed Show information if there is an upcoming switch or drop on the load listing
• Changed Allow asset switches at the first stop
• Changed Added new filters to search for loads that are tracked or shared with the customer
• Changed Load info now shows when there is an upcoming switch or drop
• Fixed Resolved an issue where trailer location was not recorded in the system when an asset switch was performed
• Added "Power only" mode checkbox with a free description field
• Added Ability to change the customer after a load is invoiced, with special permissions and notifications for users about the change
• Added "Clear all" button for the commodity field
• Changed The table/map ratio on the load map tab has been updated; the table is now wider
• Fixed Resolved an issue where the calendar would pop up automatically when completing a stop

Accounting

• Added Invoices and expenses can now be filtered by the recurring template from which they were created
• Added Payment processor added as a payment option
• Changed The "Un-deposited Funds" account is now available as a payment account in addition to bank-marked accounts
• Added "Copy journal" option is now available
• Added Option to reverse journal entries

Integrations

• Added GPS/ELD integration from ProLogs has been added
• Added Odometer reading integration from Samsara
• Changed When reading GPS locations from third-party integrations, location data older than 15 minutes will be discarded

Fleet (Carrier Module)

• Added Odometer field for trucks
• Added Odometer readings from the Samsara integration
• Added Engine field for trucks and trailers

Customers

• Added Option to copy mailing/physical addresses
• Changed Consistent ordering of customer cards in the create and edit pages
• Fixed Resolved an issue where filling in an address during customer creation would override the legal name

Digital Sign

• Changed Page is now more mobile-friendly

Version 1.8.1.0015 - Work Orders October 04, 2024

Work Orders

• Added Post-repair steps
• Added AI-generated suggestions for post-repair steps
• Added Parts history report is now available on the labor and parts page

Parts (Work Order Module)

• Added Manufacturer, UOM, UPC code, and notes fields for parts
• Added Manufacturers tab
• Added Quick create option for trucks and trailers on work orders
• Added Tax-exempt rules will now be automatically applied to work order labor and parts

Fleet (Work Order Module)

• Added Odometer field for trucks
• Added Odometer readings from Samsara integration
• Added Manual odometer setting
• Added Odometer setting based on work order date

Version 1.8.1.0004 - Work Orders September 25, 2024

Work Orders

• Added Digital signing option for estimates
• Added AI bot to assist users in identifying diagnostic codes
• Added Option for digital signature on estimates
• Added Option to print authorization forms
• Changed AI suggestions can now be edited and refined for a single action item
• Changed Multiple images can now be uploaded simultaneously
• Changed Documents can now be grouped into categories
• Changed End time is no longer a required field in the appointments tab
• Fixed Notes will now display correctly based on the user's selected time zone

Accounting (Work Orders)

• Changed Invoice design has been updated to better align with estimates

Parts

• Added Search functionality for cross-references and tags
• Added Part locations can now be organized into a hierarchy using the parent location field

Fleet (General)

• Added Engine field for trucks and trailers

Version 1.7.4.0015 September 12, 2024

Dispatch (General)

• Changed Only loads that are not dispatched, in transit, or delivered can be archived

Dispatch (Command Center)

• Changed Query search now filters by load number in addition to other columns

Dispatch (Customer Share)

• Changed Email subjects for customer messages will now differ from regular notifications
• Changed Email notifications for customer messages now include a direct link to the relevant load

Fleet (General)

• Changed Only sold or retired trucks/trailers can be archived

Accounting

• Changed The end date field for recurring expenses/invoices is now clearable
• Fixed Resolved an issue where custom journal entries couldn’t be saved due to rounding errors

Version 1.7.4.0010 September 09, 2024

Dispatch (General)

• Added Payroll settings are now available under "Accounting Settings"
• Changed Multiple documents can now be uploaded from a load listing at once
• Changed Users added as watchers will no longer receive email notifications

Dispatch (Load Post Update)

• Added Option to add GPS/ELD pings on the load details page
• Added Ping times will be displayed on load post updates and marked in red if older than 7 days
• Added Load numbers are now visible at the top of the load post update dialog
• Added Ping times will be shown when posting load updates using GPS/ELD
• Changed Ping locations will no longer automatically populate the load map
• Fixed The post-update dialog will now clear the previous ping value

Dispatch (Customer Share)

• Fixed Chat dialogs now display correctly on mobile devices without covering other data
• Fixed In and out dates for completed stops are now displayed correctly
• Changed The details button will be highlighted when a stop is completed

Tasks (General)

• Fixed Long document names no longer obscure the button for creating loads via OCR

Fleet (General)

• Changed GPS/ELD pings older than 7 days will be highlighted in red
• Added Checkbox field added to indicate company-owned trucks/trailers

Accounting

• Added Payroll settings are now located under "Accounting Settings"
• Changed The "Office" field is now required when creating a new loan

Version 1.7.4.0006 September 06, 2024

Global

• Added On login, the current table/settings profile will be automatically saved and can be loaded from the UI Tools page

Dispatch (General)

• Added Load documents can now be uploaded directly from the load listing as a shortcut, without navigating to the load details page
• Added When posting a load update, there is now an option to select the latest location from a GPS/ELS source
• Added Previous load updates are now displayed on the right side of the dialog for comparison
• Changed Watcher management on the load details page has been improved
• Changed Customer share link updates are now sorted in descending order
• Changed Unused fields in the customer share stop details dialog have been removed

Tasks (General)

• Changed The task component in the top right will be more visible when there are open tasks for a specific record (e.g., load, driver, truck)

Accounting

• Changed Balance Sheet and Income Statement reports will no longer display archived accounts
• Changed Reference numbers are no longer required for recurring invoices or bills
• Changed The next date for recurring invoices or bills will now use "equal to or less than" as the comparison operator
• Changed When creating an invoice or bill from a recurring template, the suggested date will now be calculated from the reminder field

Version 1.7.4.0004 September 04, 2024

Dispatch (General)

• Added When a load is shared with a customer, a new green "share" icon will appear in the load number column
• Fixed When multiple rate confirmations are signed, previous documents will retain their values for reference
• Fixed Fixed a bug where a newly created contact was not properly associated with the customer on a load

Dispatch (Load Customer Sharing)

• Added A new field on the load map tab indicates whether a ping will be visible on the customer share link. Pings can be shared manually or automatically published via the "Configure load tracking" dialog
• Changed When automatic load tracking is first enabled, an initial ping record will be added if an active GPS/ELD location is detected for the truck assigned to the load
• Changed Location pings displayed on the customer share link will now be shown in the user’s time zone (based on the operating system)

Dispatch (Command Center)

• Fixed Fixed a bug where GPS/ELD locations were displayed in UTC+0 instead of the user’s selected time zone

Accounting

• Added Recurring invoices feature (beta version)

Tasks

• Changed Automatic task creation via customer settings triggers is now enabled

Version 1.7.4.0001 August 29, 2024

Dispatch (Dispatch Manager)

• Added Unit info dialog in Dispatch Manager will no longer display driver email
• Added Unit info dialog in Dispatch Manager will now display license plates for trucks and trailers

Dispatch (Command Center)

• Added Date filters now include options for "Today" and "Remainder of the week"
• Added Trailer numbers will now be displayed alongside truck numbers
• Added Clicking the info icon will display the unit info dialog
• Added Time-off cells will now display the type of time-off record
• Added Dispatchers’ nicknames will now be displayed in parentheses
• Added Driver’s net position with the company will now be displayed below the driver’s name (requires special permission)

Accounting

• Added Recurring bills feature (beta version)
• Added DBA field value will now be printed on invoices
• Added The A/P Expense - Checks tab now displays totals for filtered data at the top of the page
• Changed Balance Sheet and Income Statement accounts are now sorted by account number
• Changed Logic added to ensure journal entries are balanced between credit and debit sides
• Changed The void money code icon has been updated to an "X" instead of a trash can
• Changed Payments must now be deleted before a liability record can be deleted
• Changed Updated options for driver-scheduled deductions: "Forever," "Up to the account balance," "Until account balance reaches zero," and "One time"
• Fixed Resolved an issue where table view reset query filters after liability payment was posted
• Fixed Resolved an issue where exporting advance details only exported the first 100 rows
• Fixed Fixed a bug where unposted commission entries could not be deleted
• Fixed The Income Statement now includes negative values in the total calculation
• Fixed Balance Sheet and Income Statement exports now display negative values correctly

Companies (General)

• Changed The section order on the info page is now basic info, physical address, and mailing address

Fleet (General)

• Added A color/label tagging system has been added for fleet and trucks

Version 1.7.3.0001 August 12, 2024

Dispatch (General)

• Fixed Resolved a bug where save prevention incorrectly included drivers on time off instead of only inactive drivers

Accounting

• Added Inventory summary report
• Added Invoices can now be filtered by batch number
• Fixed Resolved an issue where paying multiple bills didn’t mark the bills as paid in certain scenarios

Companies (General)

• Added A new field, "FF Number," has been added, and the "FF/MC/MX Number" field has been renamed to "MC/MX Number"
• Changed When using the autocomplete field on an existing record, the "Legal name" will not be overwritten unless a detected value is present

Drivers (Payroll)

• Added A new "Do not issue express code" option has been added to the driver payroll setup. A warning will appear if a selected driver has this option enabled when issuing an express code
• Added A warning will be displayed during driver payroll or IFTA processing if the driver payroll is incomplete
• Fixed Resolved an issue where rounding errors kept the "Terminate Driver" button disabled

Fleet

• Added The Services tab for trucks and trailers now displays both past and current work orders
• Changed Date filters on HUT & Weight/Mileage taxes will now persist after page refreshes

Version 1.7.2.0004 July 31, 2024

Dispatch (General)

• Changed Customer agreements have been removed from load documents in brokerage mode
• Fixed Resolved an issue where location addresses were not detected when creating a load ping via the "Select on a map" option

Accounting

• Fixed Resolved an issue where paying multiple bills caused a white screen to appear

Version 1.7.2.0001 July 15, 2024

Dispatch (General)

• Added The Load Listing filter can now be displayed above the columns, instead of as a sidebar list
• Added A wizard widget has been added to load details for new users, providing shortcuts for the next most probable action
• Added In the Dispatch Settings page, users can specify whether the system should allow the assignment of blacklisted carriers or inactive drivers to a load
• Changed Load info critical warnings, such as assigning a blacklisted carrier, are now more noticeable
• Fixed Resolved an issue where load pricing notes were not saved for drivers

Dispatch (Carrier Module)

• Changed In the Dispatch Manager, the unit info dialog now displays the co-driver’s phone number (if available)

Dispatch (Broker Module)

• Added Sending tracking SMS requests will now be logged in the load events

Version 1.7.1.0001 July 01, 2024

Accounting

• Added Invoices can now be grouped into batches
• Added In settings, users can choose whether the dispatch pay value is printed on the payroll PDF
• Added Advance report details can now be exported to Excel
• Added A "Send/Receive Payment" button has been added to the A/P Expenses/A/R Income details dialog
• Changed When editing an invoice and setting the amount to zero, the invoice will be automatically marked as paid
• Fixed Resolved an issue where invoices were not marked as paid in scenarios with multiple payments applied
• Fixed Resolved an issue where the liabilities scheduled payments tab displayed NaN values

Fleet (Carrier Module)

• Added When importing fuel entries from Excel, a bill can now be automatically created
• Added Trucks and trailers now have a notes field for explaining utilization status
• Changed Quick info icons are now available in the truck/trailer ownership dropdowns
• Fixed Resolved pagination issues on the driver/truck/trailer loads tab
• Fixed The fuel export to Excel feature now works correctly
• Fixed Resolved an issue where editing mileage removed the load number

Fleet (Rental Module)

• Changed Rental status will now be displayed instead of load status

My Company

• Added Default time zones for new users can now be set in settings

Rental

• Added A warning will be displayed when a truck or trailer is selected that is already rented

Version 1.7.0.0001 June 16, 2024

Global

• Added A new feature allows saving current settings for all pages at once. Visit https://tms.accur8.services/tools
• Changed Reports are now grouped under each section
• Fixed Searches that include special characters like apostrophes are now possible

Dispatch

• Added The load location dialog now includes additional filters for city, state, and postal code
• Added Once an accessorial is added to an invoiced load, warning emails will be sent to addresses entered at: https://tms.accur8.services/dispatch-settings
• Changed The commodity temperature field will now accept any text value, not just numbers
• Changed The gross report has been moved from the Dispatch Manager to a separate reports page under the Dispatch section
• Fixed Resolved an issue where a double customer reference warning was displayed after creating a load, even when it wasn’t a duplicate

Version 1.6.9.0001 June 01, 2024

Accounting

• Added The A/P Expenses/A/R Income details dialog now includes an edit shortcut button
• Fixed Resolved screen flickering when more than 10 transactions were displayed on the expense/invoice transactions dialog
• Fixed Resolved an issue where accounting transactions did not display the proper starting balance when the start date filter was applied
• Changed The Income Statement report now lists operating expenses first, followed by other expenses

Tasks

• Fixed Double task creation has been prevented. The system now disables the "Save" button while a new task is being created, preventing duplicates

Fleet

• Added Fuel entries can now be imported from Excel

Work Orders

• Fixed Required fields are now properly marked in red

Mobile View

• Added A "Grab Task" button has been added to the mobile version
• Added All major tables are now mobile-friendly