Rentopian Rental Software News Center

Hi there,

To keep your tax configuration clean and accurate, the system now prevents duplicate tax rates from being created for the same geographic location.

What's New:

- Creating or editing a tax rate now validates that no other rate already exists for the same state, city, or zip code

- Duplicate entries are blocked with a clear error message

Benefits:

- Cleaner tax configuration with no conflicting rates for the same location

- Prevents billing errors caused by duplicate rates being applied

- Easier tax management across multiple locations

If you have any questions, please reach out to our team through the chat or by emailing [email protected].

Hi there,

A fix has been applied to driver division filtering in dispatching so that drivers with access to all divisions now appear correctly in the dispatching and driver selection interfaces.

What's New:

- Drivers with All Divisions access now correctly appear in dispatching views and driver selection dropdowns

- Previously, division filtering was joining against an incorrect column, causing some drivers to be hidden

Benefits:

- No more missing drivers in dispatching queues

- Driver assignment works correctly regardless of division access settings

If you have any questions, please reach out to our team through the chat or by emailing [email protected].

Hi there,

When generating bulk print reports for invoices, you can now filter by finalized or unfinalized status — so you only print exactly what's ready.

What's New:

- A new Finalized filter is available in the Bulk Print report for invoices

- Options: Finalized, Unfinalized, or leave blank to include both

- Works alongside your existing date and status filters

How to Use It:

- Go to Reports > Bulk Print

- In the filters section, set the Finalized filter to your preference

- Run the report — only matching invoices will be included

Benefits:

- Stop accidentally printing or exporting invoices that aren't ready yet

- End-of-cycle billing workflows are cleaner and faster

- Combine with other filters for precise invoice batches

If you have any questions, please reach out to our team through the chat or by emailing [email protected].

Hi there,

Two new columns have been added to some of our reports (like Financial Order Details), giving you better visibility into what kinds of orders are driving your revenue.

What's New:

- Order Type column — indicates whether the transaction is a rental, sale, or other type

- Has Service column — flags orders that include a service item

How to Use It:

- Go to Reports > and choose the report you're needing

- The new columns appear automatically in the report

- Use them to filter, sort, or export a breakdown by order type or service inclusion

Benefits:

- Quickly segment revenue by rental vs. sale vs. service orders

- Identify which orders included services without opening each one

- Better data for financial analysis and reporting

If you have any questions, please reach out to our team through the chat or by emailing [email protected].

Hi there,

Auto-conversion rules just became more powerful. Rules set to trigger on "Deposit and Contract Signed" can now also check Client Type and Invoice Term as additional conditions — giving you finer control over when quotes convert automatically.

What's New:

- Auto-convert rules using Deposit and Contract Signed as the trigger can now also require a matching Client Type

- Optionally, a matching Invoice Term can also be required

- All conditions must be met before the conversion fires

How to Use It:

- Go to Settings > Auto-Convert and open or create a rule

- Set the trigger to Deposit and Contract

- Optionally add a Client Type and/or Invoice Term condition

- Save — conversions will only trigger when all selected conditions are satisfied

Benefits:

- More granular control over which orders convert automatically

- Prevents unwanted conversions for clients or terms that require manual review

- Reduces manual overrides after auto-conversion fires incorrectly

If you have any questions, please reach out to our team through the chat or by emailing [email protected].

Hi there,

Managing a mix of rental and sale orders just got simpler. You can now filter your Bulk Print by the kind of order — so your team only sees what's relevant to them.

What's New:

- A new Kind filter is available in the Bulk Print

- Filter options: Rental, Sale, or Mixed (orders containing both)

- Works alongside your existing date, status, and division filters

How to Use It:

- Go to Reports > Bulk Print

- Open the filters panel and locate the Kind filter

- Select Rental, Sale, or Mixed to narrow the view

- Combine with other filters to get the specific orders your team needs

Benefits:

- Cleaner Bulk Print for teams that handle rentals and sales separately

- Less noise — drivers and dispatchers see only what applies to them

- Pairs with existing filters for precise queue management

If you have any questions, please reach out to our team through the chat or by emailing [email protected].

Hi there,

The Utilization Report now gives you more context about your inventory. Two new columns show how many units you have and when each item was added — so you can make more informed decisions about utilization and purchasing.

What's New:

- Inventory Quantity — shows how many units of each item exist in your inventory

- Date Created — shows when the inventory item was originally added to the system

How to Use It:

- Go to Reports > Utilization

- The new columns are included automatically

- Use them to identify items that are underutilized relative to their stock size, or review performance of newly added inventory

Benefits:

- See utilization in context of how much inventory you actually have

- Identify overstocked or underperforming items faster

- Useful for purchasing decisions and inventory right-sizing

If you have any questions, please reach out to our team through the chat or by emailing [email protected].

Hi there,

Managing client credits just got more flexible. You can now edit or delete credit entries directly from a client's profile — making it easy to correct mistakes or remove credits that were added in error.

What's New:

- An Edit button on each credit entry opens a modal to update the amount, description, or status

- A Delete (trash can) icon removes the entry after confirmation

- A confirmation prompt appears before any deletion so nothing is lost accidentally

- Both actions are permission-based

How to Use It:

- Go to Clients and open a client's profile

- Scroll to the Credits section

- Click Edit to modify a credit entry, or the trash can icon to delete it

- Confirm the action in the prompt that appears

Benefits:

- Fix credit entries without needing admin workarounds

- Clean up test entries or errors quickly

- Full audit control with permission-based access

If you have any questions, please reach out to our team through the chat or by emailing [email protected].

Hi there,

A fix has been applied to the Global Packing Report PDF export to ensure your custom column name selections are correctly applied when generating the report.

What's New:

- The packing list PDF export now correctly reflects custom column names you've selected for delivery columns

- Previously, custom selections weren't being applied consistently in the exported file

Benefits:

- Exported packing reports now match your configured column layout

- Consistent results between what you see on screen and what gets exported

If you have any questions, please reach out to our team through the chat or by emailing [email protected].

Hi there,

The Rentopian Websites API now returns the depth dimension for product variants, giving external integrations and website storefronts access to complete product dimension data.

What's New:

- The depth field is now included in the product variants response from the Websites API

- Joins existing fields: width, height, weight

- No changes needed on your end — the field is returned automatically

Who This Is For:

Teams using the Rentopian Websites API to power storefronts or custom integrations that display product specifications.

If you have any questions, please reach out to our team through the chat or by emailing [email protected].