Evo Platform | Enhancements tracker

Lee Haskings

Modified on: Wed, 18 Sep, 2024 at 11:44 AM

Additional training sessions coming soon

For Franchise Partners who have already gone live or will be soon we will be providing additional training sessions. Further details on these training opportunities will be shared shortly.

The timeline below outlines the enhancements made to the Evolution Platform since its release in June. Be sure to check back for future updates, as we will continue to add enhancements here. These updates will also be included in upcoming Evolution Insider emails.

Detailed Timeline

Date	System/s	Area	Title	Resource
06-Jun	All	All	Release of new Evolution Platform
13-Jun	Xero	Chart of Accounts	CoA changes for Xero	Chart of Account (COA) changes
20-Jun	Lightspeed	Inventory	Xero integration requires all registers closed daily (inc. vehicles)	Inventory & COGS calculations
30-Jun	Xero	Payroll	NetSuite payroll franchise partners migrated to Xero Payroll	Migration from Netsuite payroll
04-Jul	Vital	App	Android mobile app available in Google Play Store	How to install the Vital app
09-Jul	Vital	App	Apple mobile app available in App Store	How to install the Vital app
10-Jul	Lightspeed	Migration	Standard product list (inc. composite/variant setup) included in migrations	Stocktake on standard product list
10-Jul	Lightspeed	Migration	Product list import file included in migrations	Review & update products before Go Live
10-Jul	Lightspeed	Migration	Inventory stock quantities included in migrations	Add stock quantities to Lightspeed
10-Jul	Vital	Catalog	Product variants introduced	Lightspeed product types & differences
12-Jul	Vital	Water tests	Improved linked product recommendations	Updating linked products
29-Jul	Lightspeed	Migration	Early access included in migrations	Lightspeed early access
29-Jul	Vital	Invoices	Integration with Lightspeed price books	Configuring Price Books in Lightspeed
30-Jul	Vital	Migration	Stored credit cards migrated	Stored credit cards overview
01-Aug	Vital	Invoices	Invoice includes 3 letter prefix eg. KLM	How to update the invoice prefix in Vital
02-Aug	Xero	Migration	Reconstruct transactions guide	Reconstruct transactions in Xero
05-Aug	Xero	Migration	Using existing accounts	Can you migrate with existing Xero account
11-Aug	Vital	Invoices	Send job sheet separate from invoice	How to send job sheets separate from invoices
5-Sep	Vital	Quotes	Supported photo attachments in the quotes
5-Sep	Vital	Dashboard	Custom date ranges to the Analytics and Finance.
5-Sep	Vital	SMS	Increased the SMS character limit
17-Sep	Vital	Quote Deposits	Quote deposit invoice posting improvement.