March 13, 2026
IMPROVEMENTS
Separate Default Tax Settings for Repair Orders and Purchase Orders
What’s New
- Stores can now configure different default tax rates for Repair Orders and Purchase Orders.
- This allows parts purchases and customer sales to follow their own appropriate tax rules.
- Existing tax configurations will continue to work as they do today unless updated
What this means for you
You no longer need to manually adjust taxes on Purchase Orders when the tax treatment differs from customer sales.
Reduces repetitive manual changes and the risk of tax calculation errors.
Helps ensure more consistent and accurate tax handling across Repair Orders and Parts Orders.
Improved fee quantity behavior with associated items
What’s New
- The Default Quantity field for fees is no longer overridden by the number of associated items.
- Authorized users can always edit the Default Quantity, even when the fee is associated with other catalog items.
- When a fee is added independently to a Repair Order, the configured Fee Default Quantity is applied as-is.
- When a fee is associated with a catalog item, the fee quantity will now be calculated dynamically using:
Fee Default Qty × Item Default Qty added to the RO.
- Example: If a Fee Default Qty = 2 and it is associated with a Tire with Default Qty = 4, the fee added to the RO will be Qty = 8.
What this means for you
- Your configured fee default quantities are preserved and no longer replaced by associated item counts.
- Fee calculations on Repair Orders are more predictable and accurate when items are bundled together.
- Less manual correction on ROs, helping your team process estimates and invoices more efficiently.
Customer Aging Report Improvements
What’s New
Sticky Statement Column
- The Statement column is now pinned to the right side of the table, so it remains visible even when scrolling horizontally.
- This makes it easier to quickly generate statements without losing context while reviewing balances.
Aging Bracket Filters
- You can now filter customers by aging brackets directly within the report.
- Available filters include: 1–30 Days, 31–60 Days, 61–90 Days, and 90+ Days.
- Clicking any aging summary card at the top of the report will automatically apply the corresponding filter.
Multi-Select and Bulk Statement Generation
- Select multiple customers using the new checkboxes in the report table.
- The Bulk Statement button now shows how many customers are selected and allows you to generate statements for them in one action.
- A confirmation dialog will display the selected customers and balances before statements are generated.
Column Visibility Controls
- A new Columns dropdown allows you to customize which fields appear in the report.
- You can quickly show or hide optional columns such as Phone Number or Email, and restore the default layout anytime.
What this means for you
Faster identification of customers with overdue balances based on aging brackets.
Easier bulk statement generation for collections follow-ups.
A more flexible and efficient report view tailored to your workflow.