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2026.0528 Service, Rental and Financials Product Updates

In This Article

Introduction

These notes address new features and code fixes for version 2026.0528 of Service, Rental and Financials.

Service, Rental and Financials (Classic)

Ticket #

Description

TR-8002

Main Menu Updates

  • Button Styling: Updated main menu buttons to black and gray.
  • "Switch to Next" Button: Moved to the top-right corner with a refreshed graphic.
  • Internal Emailing: Removed from the main menu to streamline navigation.

TR-7623

Sending Tax Exempt Job Sites to Avalara. When Avalara taxing is turned on in Company Parameters, if a valid site is on a document and “Calculate Taxes Based On” is set to “Ship To Address”, the site entity code will be used in the Avalara tax calculation.

 

Set Up Entity Code in the following screens:

 

  • Accounts Receivable --> Customer Site Information
  • Accounts Receivable --> Customer Site Information --> Report button
  • Accounts Receivable --> Customer Information --> Site button

 

This applies to the following documents and screens and reports:

 

  • Counter Worksheets

  • Contracts
  • Reservations
  • Rental Quotes
  • Work Order Estimates
  • Work Orders
  • Sales Quotes
  • Unpaid Revenue By Site
  • Current Invoices
  • Batch Invoices
  • History Invoices
  • Cycle billing Invoices
  • Unbilled Revenue Report
  • Sales Orders
  • Manual Avalara Test