Updates completed this Week!

Keeping you informed about our latest feature and product improvements.

Please Note: As with every update, please remind everyone to refresh their browser before logging in by pressing Ctrl + F5 to ensure all changes take effect properly.

Dashboard / General

Feature Updates

• Quick Links in the Top NavBar
  Added quick access links to the Job Screen and Live Console directly in the Top NavBar, allowing easier navigation when the side menu is collapsed.


• Upload Documents or Images
  Introduced the capability to upload and attach documents or images directly to Customers, Suppliers, and Products.


• Data Cards
  Added new data cards: "Today's Job Reminders" and "Vehicle Alerts" to the Dashboard. These cards can be enabled by clicking on the green filter buttons located in the Dashboard header. Remember to click the "Save Icon" to ensure your selection remains active each time you return.


• Email Templates - Design Enhancements
  By popular demand, email templates have been upgraded with improved compatibility across email clients, and the ability to include more detailed information. These updates provide a more professional and polished look for your communications.
  In addition to these improvements, we now offer customizable templates tailored to your specific needs, such as adding custom text, terms & conditions, logo positioning, or adjusting styles like border colours.
  Customised templates are available at a rate of £80+ VAT per hour.
  Please email support@journease.co.uk.
  * It's important to note PODs sent from the Mobile App still use the Legacy version and will not be reflected in any email template changes on Go, but we're actively developing a solution to use the same templates.


• Email Templates - Add Your Company Logo
  A highly requested feature: you can now include your company logo in email templates. Simply provide an external logo URL, and it will appear prominently in the top-right corner of your email templates.
  To set up your logo, go to Administration > Global > Settings > Company Details > "Company Logo URL". The URL must link to a .png image. The easiest way to obtain this is by right-clicking your website logo and selecting "Copy Image Address".
  
  

Job Screen

Feature Updates

• Address Book Lookup
  We've added extra functionality to the Address Book Lookup. When you now enter a postcode, if the address book contains a matching address based on the postcode, it will stay blue. If no match is found, it will grey out.
  If you click the address book, it will pull in the address from the Postcode Box will make searching easier.
  These settings are configured in Administration > Global > Settings > Job > "Enable Address Book Button" & "Auto add Postcode".
  


• Include Booker's Company, Name, and Telephone
  Introduced the ability to add the Booker's Company, Name and Telephone Number. This information will appear directly below the Supplier dropdown, provided "Show More Details" is selected.


• Assign Jobs to Users
  Added functionality to assign jobs to specific users within your team for better task management.


• CC & BCC Email Functionality
  Introduced the ability to add CC and BCC addresses when sending emails, providing greater flexibility for communication.

Product Improvements

• Added a reminder to ensure the mobile device is synced to successfully complete the process of pulling a job from the driver's device.


• Implemented additional logic to correctly lock or unlock specific fields once a job has been invoiced.


• Fixed an issue where the email body text would not load into the template when re-printing an invoice.


• Fixed the "Screen Jump" issue when adding an address. Now, when you click "Add Address," the screen will remain in the same position, enhancing the overall user experience.


• Resolved an issue that would occasionally stop the Track & Trace Comments showing within Job / Trip.

Live Console

Feature Updates

• Push and Pull Jobs to Journease Mobile
  You can now push and pull jobs directly from the Live Console while in the POD Modal.


• Search for Jobs or Trips Without a Supplier or Driver
  Added the option to select "BLANK" from the dropdown list to filter and return jobs or trips that do not have a supplier or driver assigned.

Trip Planning

Product Improvements

• Fixed an issue that prevented custom rules from running on the trip screen.

Finance

Feature Updates

• Searching & Filtering on Supplier Matched Invoices
  
  • Choose "Only Show Matched" from the dropdown which will then give you the option to select either True (Matched) or False (Both).
    * Not selecting the filter will default to only showing Un-Matched.
  • Choose "Show Zero Values (Estimated Costs)" from the dropdown which will then give you the option to select True (Show).
    * Not selecting the filter will default to hiding zero value invoices.
• Internal Code & Country Code Display on Sales Invoice Screen
  Added the Internal Code & Country Code on the Sales Invoice screen, helping you quickly identify jobs.


• Edit Nominal Codes
  Introduced the ability to edit Nominal Codes directly from the Sales Invoice screen for better flexibility and ease of management.


• Euro Pricing Support
  Added functionality to input pricing in Euros directly on the Job Screen for enhanced European job management.


• Full POD Modal
  Double clicking on job in the sales invoice screen, now opens a full POD modal rather than a cut down version.

Product Improvements

• Fixed an issue in Supplier Match Invoices that prevented payment information from being saved.


• Fixed an issue in Supplier Match Invoices that now defaults to 100 rows.


• Resolved an issue causing inconsistent results with the Hard Copy POD lock functionality.


• Resolved an issue when reprinting invoices.


• Fixed and issue that would prevent the currency column from showing when exporting sales invoices.


• Resolved an issue where the system incorrectly handled different dates on a combined invoice.


• Group by PO Number now works as intended.

Reports

Feature Updates

• Enhanced Filtering for Dropdowns
  You can now search dropdown options by typing multiple characters (e.g., typing "Cou" for "Courier"), making it faster and easier to find the desired option without excessive scrolling.
  

Contacts

Feature Updates

• Save Customer CX Numbers
  Based on popular demand, we've added the ability to save CX numbers for customers. If you attempt to add a new contact with a CX number that already exists, the system will alert you and display the contact currently associated with that CX number.
  


• Congestion & CAZ/ULEZ Defaults
  Introduced a feature to automatically apply "Congestion Charge" or "CAZ/ULEZ charge" to new customers. This can be configured under Administration > Global > Settings > Customer.

Settings

Feature Updates

• Menu & Filter State Memory
  Added functionality to remember the collapsed or expanded state of the menu bar and Live Console filter. When you navigate away and return, it will retain your previous settings.


• Enhanced Grid Navigation
  You can now navigate through grids more efficiently using the Tab and Arrow keys for seamless movement.


• Invoice Admin
  We've added the ability to Rollback Invoices & Un-Invoice Invoices, users will require Administrator or the Security Option - Feature_FinancialAdmin to access this screen. Please contact support@journease.co.uk if you need any assistance.
  


• Next Invoice Numbers
  Added functionality to change the next invoice number if you also create invoices in your accounts package.

There is alot in this update but as always if you have any issues, please email the support desk support@journease.co.uk so one of the teeam can help.