Release on October 29, 2020

SecurityTrax development is ongoing to provide you with the best product. We hope you are liking what you see!

Check it out and let us know what you think.

• • GLOBAL SETTING – ACCOUNTING
    We updated the Global Settings Accounting tab to provide the ability to have different settings for each accounting document type. Please note that anyone that had the previously called Global Settings Invoice Statement Settings permissions will automatically get the new permissions for each new permission: PDF Default Settings; PDF Credit Memo Settings; PDF Invoice Settings; PDF Quote Settings; PDF Receipt Settings; and PDF Statement Settings.

• • RECURRING INVOICES LOCKING
    There has been some confusion around Recurring Invoices and when a change can occur. To make things easier and clearer, we are locking down the data points that cannot be edited once an invoice has been generated. Once a recurring invoice is at the point where it will no longer generate invoices, it becomes fully locked. Learn more…

• • RECURRING INVOICE ADDITIONAL CHANGES
    You can now customize the Email Message sent with the invoices generated from the recurring invoice. Additionally, we have added the Tax Override option. When on, the Tax Override allows you to edit the tax rate for each line item.

• • ADT
    The ADT Precheck results window now includes the Precheck code as provided by ADT.

• • AVANTGUARD
    Although we have been sending the emergency contacts first and last name to AvantGuard, our interface was not displaying that. We have updated our UI to correctly show what we are sending to AvantGuard.

• • FAILED PAYMENTS
    Payments that have failed are no longer showing as available to be applied towards any invoice.

• • TODAY TECH APPOINTMENTS DASHBOARD CARD
    The Tech Appointments for today home dashboard card was not displaying correct information. We have fixed this bug and the card is now working as expected.