Reminder linkage and Xero export updates

New features

Reminders

  • Custom reminders can now be created for job sheets via job templates.
    • These are created via Reminders → Custom templates and then can be linked via Config → Job sheet templates → Linked reminder.

Messages

  • Added search, sort, and filter functionality to the message template list page.
  • Additional message template information is available including recipient type.

Job sheets

  • For customer addresses, a link has been added to view the address in Google Maps.
  • Customer address/delivery address has been added to the calendar job sheet info modal.

Invoices

  • Negative value job sheet line items from imported bookings will now automatically create an invoice discount when the invoice is generated.
  • Customers can now optionally have up to 5 additional email addresses to receive invoice emails.
    • Additional email addresses can be added via Customers → List → Edit → Email address → Add extra invoice recipient(s).
  • Xero invoice export has better support for line items and discount values in relation to tax status.
  • Default AccountCode and TaxType values have now been provided.

Credits

  • Additional credit audit information is available including VRN credit origin source (e.g. check-in app, external booking).

Resellers

  • Default configuration settings can be applied for new locations (e.g. lead time, cut-off, operating hours, work breaks) at a reseller level and also for a region within that reseller.
    • The default location settings can be viewed at Reseller → Locations → Templates (these are managed by the Simple GMS support team).
  • A list of relevant system-wide regional holidays are now viewable for resellers at Reseller → Regional holidays (these are managed by the Simple GMS support team).

Miscellaneous

  • Additional debug and test tools for Simple GMS administrators to monitor emails.
  • Additional credit usage report statistics and options for Simple GMS administrators.

🐞 Fixes

  • Fixed issue with URL slug text casing transformation displaying ambiguous validation error.
  • Fixed issue with URL slug duplication check on help articles.
  • Fixed issue with blocked times not displaying on the calendar under certain circumstances.