Accruent vx Maintain 2023.08 Release Notes

We're delivering this automatic upgrade on August 21, 2023, with these highlights:

External purchase orders: Manually create external purchase orders to streamline the accounting process for paying invoices on work orders
Work order actions: Skip inputting information required by default if it isn't necessary for the work order, expediting the closing process and preventing inaccurate data entry
Approval rules: Our new rule prioritization system ensures you have more control over what rules apply for invoices, estimates, and quotes that meet qualifications for automatic approval
Credit memos: Receive automated notifications when a credit memo is canceled or rejected, keeping you informed in the work order credit process

Manually create external purchase orders

VXMAIN-25422

You can now manually add external purchase orders at Admin > External Purchase Orders, making it easier to manage accounts payable on work orders.

Bypass unneeded info to complete work orders

VXMAIN-25572

Technicians can now bypass inputting required information to complete a work order if the information isn't necessary for the work order action used. You can configure individual work order actions to bypass the requirements to indicate an asset's condition, specify an asset, or use work order script actions. This expedites the closing process and prevents attaching false or inaccurate data to the work order.

Approval rule prioritization

VXMAIN-26853

Invoice approval rules now have a prioritization system, determining which rules are processed first and ensuring automatic approval when expected. Previously, in some cases rule processing could force manual approval when invoices met the criteria for automatic approval. Rule prioritization ensures rules are processed in the proper order and that automatic approval occurs when intended.

You can set a priority value of 1 to 99, with the lower values being processed first. All rules are set to 50 by default. When rules are of the same level, they use the lowest threshold value as they did previously. Since estimate and quote rules use the same structure for invoice approvals, rule prioritization applies to them as well.

Cancellation and rejection credit memo notifications

VXMAIN-27052

We created new credit memo notifications for cancellation and rejection. These notifications go to the credit memo creator and the main provider email address and streamline communication around credit payments.

Improvements and issues fixed