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Security, Interface, and Other RemOnline Improvements in August
Security, Interface, and Other RemOnline Improvements in August

Read the latest updates in RemOnline

Hanna avatar
Written by Hanna
Updated over 4 months ago

Enhanced Two-Factor Authentication for Better Account Security

The safety of your business data is one of our top priorities at RemOnline. That's why we've introduced enhanced two-factor authentication (2FA) with a new mechanism that requires using one-time passwords from third-party authenticator apps in the web version and mobile apps.

Important update: On August 29th, 2024, we will discontinue support for the old 2FA system that sends push notifications to our mobile apps, RemOnline Boss or RemOnline Work Orders. To ensure your account remains protected, please update the security settings in your User profile by disabling and re-enabling 2FA.

How the New 2FA Works

Our updated 2FA system follows a widely-used method of two-factor authentication. Once you’ve installed an authenticator app, it generates a 6-digit code that you’ll need each time you sign in to your RemOnline account, whether you’re using a web browser or mobile app.

Which Authenticator App to Use

You can use any authenticator app available on the App Store or Google Play. Popular options include Google Authenticator, Microsoft Authenticator, or any other trusted app of your choice.

How to Start Using the New Two-Factor Authentication

To update your security settings, go to the User profile > Security page. If you’re already using the old 2FA, disable it first, then click the Enable button.

Next, follow these three simple steps:

  1. Install an authenticator app.

  2. Scan the QR code in the installed app.

  3. Enter the authentication code generated by the app.

And that’s it! Your account is now protected with enhanced two-factor authentication. Don’t forget to save those backup codes we mentioned earlier.

What to Do If You Lose Access to the Authenticator App

If you lose access to your authenticator app or need to reset it, you can use one of the six backup codes we provide when you first set up 2FA.

Please note that these codes are shown only once, in an unencrypted form, so be sure to download them or copy them to a secure location. Remember, each code can be used only once, and you’ll need a 6-digit code or a backup code both to enable and disable 2FA.

What’s Happening on August 29th

On August 29th, 2024, we will stop supporting the old 2FA system that sends push notifications to RemOnline Boss or RemOnline Work Orders. This means that if you don’t update your security settings by then, your account won’t have the additional protection provided by 2FA.

While we usually say, “Please take your time,” this time we urge you not to 😁. The sooner you switch to the new 2FA, the sooner you can rest easy knowing your data is secure.

We would also like to remind you that we recently strengthened password requirements to better protect your data. Additionally, in the general settings, you can grant or block access to your account for the RemOnline Support Team.

The next step in enhancing data security will be the introduction of trusted devices for your account.

Universal Phone Number Widget

Managing phone numbers efficiently is crucial for systems like RemOnline, as they serve as a key contact tool for both clients and employees. That’s why we’ve introduced the universal phone number widget.

Now, you can effortlessly enter phone numbers for clients and employees from different countries in both our web and mobile applications. By default, the Phone field starts with your country’s international code, but you can easily select a different one by clicking the flag icon or manually entering the country code.

Please note that all phone numbers must now be entered in the international format, ensuring seamless communication and integration across all platforms.

Printing Labels and Price Tags for Bundles

Great news! You can now easily print labels for your bundles. It’s simple—just select the bundles you need from the list, then choose the bulk action: "Print price tags" or "Print labels."

The best part? You don’t need to set up new templates for labels and price tags. The existing product labels and price tags you already use can now be applied to bundles. The only difference is in the information displayed by the variables:

  • {Product Name}: Displays the bundle name

  • {Product Description}: Displays the bundle description

  • {Price}: Displays the bundle price

  • {Barcode}: Displays the bundle barcode

And that’s it! Whether you have promotional bundles or sell products that include services, you can easily label them with price tags and add them to work orders using a barcode scanner.

Learn how to configure the price tag and label templates.

Also, note that you can now specify the quantity when adding bundles to work orders.

Editing Taxes Directly Within Work Orders, Sales, and Postings

Every country has its own taxation system with general rules, but there are always exceptions. Automating every possible case is practically impossible, which is why you can now edit taxes directly within work orders, sales, and posting when needed. Use cases vary depending on the country and the client. For example, you might provide services for non-residents, work with tax-exempt customers, or sell tax-exempt products.

If you need to adjust taxes for a specific order or sale, follow these steps:

1. Ensure you have the "Can edit taxes in documents" permission in your role settings.

2. In the order, sale, or posting click on the item name or the edit button, and adjust the taxes.

To configure role permissions, go to Settings > Employees > Roles.

Status-Based Document Printing

We’re excited to announce a powerful new feature in RemOnline that will streamline your document management process—Status-Based Document Printing. This update gives you greater control over how and when your documents are printed, helping you maintain a smooth and efficient workflow.

What’s New?

With this new feature, you can now set up document printing based on the specific statuses of work orders and estimates. It offers several benefits to help you optimize your workflow:

  • Increased Efficiency: By automating document printing at specific workflow stages, you save time and reduce the risk of manual errors.

  • Customizable Workflow: Tailor your document printing process to match your business’s unique needs, ensuring that the right documents are printed at the right time.

  • Improved Document Management: With status-based printing, you can keep your document flow organized, making it easier to manage and retrieve important paperwork.

How Does It Work?

In the print template settings, you can now specify which statuses of work orders or estimates allow document printing.

Alternatively, you can control document printing directly within each status setting.

This means you can choose exactly when certain documents should be printed, based on the status of the job or estimate. For instance, you might want to print a work order summary only after it reaches the “Ready for Pickup” status, or an estimate after it’s been approved.

To set up document printing by statuses, follow the instructions.

If you have any questions or need assistance, don’t hesitate to reach out to our Support team via chat.

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