It’s been a busy month for integrations. We have added support for sales and purchase invoice exports to a new middleware solution that passes invoices on to SAP; we’ve wrapped up the SFG20 integration and passed all their tests; the MARKUS AI Agent integration has received a whole pile of new capabilities for larger PDFs and multi-invoice PDFs; a few more elderly APIs have had a bit of a refresh; we’ve added a new job and visit importer to receive sensitive 3rd party data via airgapped CSV; there’s a new sales and purchase invoice APIs for Sicon; and we created a new API end point that surfaces the data from the “Visit Log” report as JSON to enable review of the previous day’s visits in a datawarehouse.
New Features
- SFG20 Updates: New exporter for SFG20 tasks; improved handling of referencing external SFG20 links; added the ability to view SFG20 details for each SOR from the MARKUS Mobile App
- Added the profit as a pound value to the job cost report
- Updated MARKUS AI Agent invoice parsing to allow multiple invoice PDFs in one email
- Allowed the engineers to view/edit their completed risk assessment after they have completed it, whilst they are on a job in the MARKUS Mobile (Assets) app
- Added the ability to track how many document pages have been processed to allow for billing MARKUS AI Agent document parsing of larger documents
- Improved the speed of the MARKUS AI Agent for Supplier Invoices; added support to handle a single PDF containing multiple invoices
- Added Manual allocation rules to the Issue To Subcontractor screen
- Added support for credit notes to the invoice API
- Additional survey signatures can now be seen in the survey PDF
- Added the ability to order the job narrative notes by oldest to newest and vice versa in the MARKUS Mobile App
- Created a new report displaying the percentage split of status movements, allowing users to see the most common status movements and fix any anomalies in their process
- New PO PDF layout
- Created a new communication substitution for jobs to show the dates of all no-accesses on the job
- Made it possible to skip the issuing process on our simplified job creation screen
- Added support for sequencing the additional job details in the select box in the same way as the additional job details report
- Added a new communication substitution for ordered sales lines
Changes For a Single Contractor
- Email receipt of updates from clients to add attachments automatically to jobs
- Added the client’s job number to the top of the sales invoice alongside the invoice number
- The Verisae interface will now create a missing child asset based on the parent asset and interface data, rather than using the parent asset as a fallback for a specific contractor
- Set all filters to be visible on Find Job, ignoring the “show advanced” option
- Removed the Add To Workplan button
- Altered the Emergency Lighting printout
- Updated the Eque2 job exporter to support per-client ticket display logic, allowing overhead jobs to surface the job ticket rather than the parent ticket where required; amended the purchase invoice exporter to treat purchases relating to overhead jobs differently from all other jobs for Eque2
- Changed Veriase completion exports to match new end-of-visit questions; new mappings added to the Veriase interface
- Created a new sales and purchase invoice export to support TIER accounts systems
- Updates to the UWE/Archibus pass-back process for rejecting jobs; amended the importer to add the SFG20 schedule to the end of the job description for PPM jobs; changes to the valuation evidence report to add support for manual valuation batch references; added travel time to a custom visit print to more accurately reflect the labour costs for operatives
- Tweaked a customer’s EICR report to show the different details
- New mobile app build
- Changed the behaviour of the onsite menu to not show parent jobs once all PPMs are completed
- Created an air-gapped CSV importer for jobs and visits
Platform Improvements
- Orchestration and monitoring updates
- Continued PDO Migration
- Continued PHP8 upgrade
- Improvements to the Customer Support Portal
- Continued the automated invoicing project
- Continued new dashboard development
Bug Fixes
- Fixed MARKUS AI Agent for Supplier Invoices not handling validation errors for empty PDFs and causing processing delays
- Fixed contract report on client summary not able to export
- Fixed a bug where editing an existing additional Job Detail didn’t update the value
- Fixed a bug in the operative allocation screen where the calendar picker was appearing underneath the report
- Fixed the PDF Pack not creating a PDF with images and the email
- Fixed load time issues on the Operative Performance report
- Fixed the asset importer not setting latitude and longitude for new assets
- Fixed a discrepancy between importing assets in a job importer and an asset importer
- Fixed the totals on items requiring action to show the correct list of jobs when clicked
- Fixed the cost code filter on the purchase order lines report
- Fixed an error in the watched jobs dashboard widget when the Issued status is selected
- Fixed the date range filters on All Reports for other users’ views
- Fixed moving jobs whilst archiving assets where the target date is empty
- Fixed a bug where nothing happened when clicking edit on an additional job detail with no value
- Fixed the completion response report’s number of no access
- Fixed a bug causing the alignment of the jobs to be incorrect in the operative diary
- Fixed a PDO error when using a certain timesheet layout
- Added a constraint to the contract livesearch for projects to not show archived contracts
