Check out the latest updates in Rev.io PSA!

New Features

• The Bill Profile tab is once again available in the Billing Config category of the System Settings screen. This tab allows you to create and manage billing profiles that define billing rules, fees, and terms for your customer accounts.
• The Accounting Periods tab is now available in the Billing Config category of the System Settings screen. This tab allows you to manage settings related to closing your accounting periods.
• The Collection Templates tab is now available in the Billing Config category of the System Settings screen. This tab allows you to create and manage structured steps and limits for your collections processes. [ADO-45185]
• The new Macros category on the System Settings screen allows you to define specific sets of field values for tickets in your instance. These macros can be applied to new tickets by clicking the new Apply Macro button on the New Ticket screen. The corresponding fields will be set to the values specified when creating the macro. [ADO-46910, 46950, 46683, 46966
• The Rev.iize tool is now available on the Send Quote window. When you click the Rev.iize button, Rev.io's in-app AI assistant helps you craft the perfect message when sending quotes to your customers for approval. [ADO-51071]
• The Rev.iize tool is now available on the ticket Time Logs tab. When you click the Rev.iize button, Rev.io's in-app AI assistant helps you craft the perfect description of their Work Performed on tickets. [ADO-50451]

Updates

• The Add Payment quick action on the customer profile screen now features the new Apply to Invoice option, which allows you to select a specific invoice where you want the customer's payment to apply. [ADO-50871]
• The Billing Information tab in the Overview section on the customer profile screen now features an Edit button, which allows you to update the Bill Profile and the Email on the customer account. [ADO-49040]
• When adding items on the ticket Parts & Labor tab, the Provider field is now available, allowing you to view and update the provider for the part/labor item being added. [ADO-49058]
• The new Convert to Asset field on the Admin tab of the product details screen allows you to set whether the system should automatically create an asset for the customer when a transaction containing the product is posted. [ADO-49063]
• The Recurring Services tab in the Service section on the customer profile screen has been renamed Contracts to be more consistent with terminology used throughout the system. [ADO-51138]

Bug Fixes

• For products without a UOM set, selecting the item on the Parts & Labor tab on tickets no longer incorrectly adds a default value for UOM. [ADO-49672]
• Ticket Billing Queue is no longer available in the Default Starting Page dropdown in the My Preferences category on the System Settings screen. [ADO-50905]
• Clicking an active ticket timer at the top of the screen now consistently takes you to the Activity tab without highlighting any other tabs on the ticket screen. [ADO-32614]
• The element used to select any date fields throughout the system no longer displays incorrectly when accessed from a mobile device. [ADO-42327]
• The field description for the Asset Status field on the New Asset screen now displays as expected in light mode. [ADO-50627]