Vorex (v5.42.0) - 8 Feb 2025
New features
Cooper Copilot: Responding language to be the same as input language
Cooper Copilot can now respond to you in the same input language that you use in tickets.
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Language used in the input is automatically detected.
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Response provided by smart features (Smart Ticket Summary, Smart Writing Assistant, and Smart Resolution Summary) is according to the detected language.
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For Smart Writing Assistant, the language of input is taken as priority.
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If the tenant instance is set to a different language, the language of ticket input is considered.
For more information, see Cooper Copilot.
Billing Automation
Two new action types
The Billing Automation process is now enhanced with two new action types (Finance > Billing Automation > New > Action Type dropdown) which are listed below.
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The new Create Invoices from Ready-to-Bill Items dropdown item automatically generates invoices from previously posted line items regardless how items were posted earlier.
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The new Generate Invoice PDFs dropdown item automatically generates PDFs of already created invoices.
Renamed action types
This is in addition to the existing action types which are renamed as follows for intuitiveness and user-friendliness:
Existing Action Type | Renamed Action Type |
Post > Billing | Post Line Items for Invoice Creation |
Post > Billing > Invoices | Post Line Items and Generate Invoices |
Generate Invoice PDF | Complete Billing: Post, Create Invoice and Generate PDF |
For more information, see Billing Automation: The process.
Enhancements
Recurring Services
Once a Post All job is running, the Post All and Post buttons will be disabled. This prevents creating invoices having duplicate line items.
Security
A password containing username or email will be rejected henceforth.
Fixes
Projects | Fixed: The page froze over when user tried to add a child to a task in Multiple Project Gantt. |
Outbound Email | Fixed: The Date Filter in Admin > Logs > Outbound Email did not show all results for the selected criteria. |
Ticket | Fixed: Creating a hardware asset while processing a ticket charge did not work in New View of Tickets. |
Ticket | Fixed: The filter for batch updating ticket assignees was not working. The results from filtering the assignee dropdown on the ticket edit page differ from those when filtering the assignee dropdown during batch updates from the listing. |
Contracts | Fixed: When user created a recurring services contract with a quarterly billing cycle based on contract dates, the generated periods were wrong. |
Ticket (New View) | Fixed: When user opened an existing ticket where Issue Type and Sub-Issue Type were not selected, there was no asterisk (*) displayed next to these items. |
Ticket (New View) | Fixed: When adding a service call under Tickets, ticket Service Call email templates were not sorted by name. |
Revenue Intelligence Dashboard (CRM Dashboard) | Fixed: The URL for Learn More button in Pipeline Manger was pointing to a dead page. |
Expenses | Fixed: When posting expenses that were not per unit through the Post All button, the quantity posted was the same as the amount resulting in a wrong expense amount when the invoice was generated. |
Client Portal | Fixed: A normal user could not edit tickets created through Client Portal if Issue Type and/or Sub Issue Type were not selected. |
Client Portal | Fixed: Clicking the New ticket button triggered a white screen in Client Portal. |
API v2 | Fixed: API v2 Put Hardware Asset was not updating the contract. |
Outbound Email | Fixed: The Enable OAuth 2.0 radio button remained enabled even when Use Custom SMTP was set to No. |
Ticket Configuration | Fixed: Ticket Type field was added to the new Ticket Configuration page as it was previously in the old Service Desk tab inside the Company Settings page. |
Ticket Configuration | Fixed: The timer did not start automatically after filling in the required fields Issue Type and Sub-Issue Type in the Ticket Configuration page. |