Invoice Filtering: You can now filter invoices by type (e.g. deposit, once-off, booking invoice), helping you quickly find the information you need.
Overdue Invoice Filtering: Easily filter overdue invoices by type, making it simpler to manage overdue payments.
Dashboard
New Dashboard: We’ve rolled out a fresh dashboard to offer more useful insights, like payments processed, invoices issued, and credit notes raised. This is the first step toward giving you more advanced data, tailored to your needs.
Customisable Data Views: We've moved away from the "revenue" label to show raw data, which can be more relevant for different customers. This includes key metrics like payments processed, invoices issued, and credit notes raised.
Bookings
Licence Plate/Reg: See licence plate (rego) numbers directly in the bookings list for easier tracking.
Search by Licence Plate/Reg: You can now search for bookings by licence plate (rego) or VIN, giving you a more efficient way to manage your assets.
Improved Default View: The bookings page now defaults to showing Requested, Confirmed, and Activated bookings. This can be tailored based on your preferences.
Filter by Program: Now you can filter bookings by program type, such as rental, subscription, or lease, giving you more control over your view.
Workspace
Custom Tax Labels: You can now update tax labels, like changing "Tax" to "GST" in the microsite and key areas of the platform. This gives you the flexibility to match your local needs.
Internal Reporting: Internal users can now set Xero ID and CRM ID to enable more seamless internal reporting.
Booking Rules
Price Includes Tax: You can now choose to display prices including tax for search and signup, helping you provide clearer information to your customers. Note that this does not change how prices are entered into packages, only how they’re displayed.
Migration Data
We've done a lot of work behind the scenes to ensure that customer data is smoothly migrated from version 1.0 to 2.0, so you can continue working without interruptions.
Banned Customers
We’ve laid the foundation to enable banning users, with the user interface for this feature currently being developed.
Stock Number
Quality of life improvements on the workspace settings page and website customisation screens, streamlining forms and design elements to improve the user experience. The Packages UI has been updated to make it cleaner and easier to use.
Facebook Meta Pixel
You can now add the Facebook Meta Pixel to your microsite to track PageView and "lead" events after a request is submitted. This helps you gather valuable customer insights. Docs
Automated ID Checks
Automated ID checks are now available and can be switched on or off at the program level. This feature ensures a smooth process for verifying identities. Learn more
Updating Email Template Name
You can now update the name and description when editing email templates, giving you better control over your communications.
Upcoming Invoice Reminders
Reminders for upcoming invoices are now triggered 2 days before the next invoice date, helping your customers stay on top of their payments. These reminders are linked to workflows with a pre-made email template. Additional merge tags, like next_invoice_date, payment_method_last_4_digits, and more, have been added for better personalisation. Docs for merge tags
Experian AU Credit Checks
You can now run Experian credit checks manually via the Trupass tab, with the option to require credit checks before booking status transitions. This helps ensure a smooth process for confirming bookings. Docs
Release Bookings
Bookings can now be sorted by handover date, and you can search by applicant, bill-to entity, or location. We've also added styling improvements for a better user experience.
Invoices
Ad-hoc invoices are now automatically linked to bookings when created from the booking page. If you create an ad-hoc invoice from the people or company page, you’ll select a booking number. You’ll also find ad-hoc invoices under booking > billing > invoices tab for easy tracking.
Assets
Consolidated Filters
You can now search assets by Name, VIN, Rego, or Stock number in the "Search" filter, streamlining the way you find information.
We’ve aligned asset columns with the Bookings table view to ensure consistency and ease of use.
Additional Improvements
You can now type in dates instead of using the date picker, giving you more flexibility and speed when inputting date information.
