11.2.21 Release Notes
Release Date: 09/04/2018
– – – – – – – – – – – – – – – -DB UPDATE – – – – – – – – – – – – – – – –
This update requires an update to your database. This will require that all users log out of the software program so that the update can run. Once the update has run and the first user logs in, other users will be able to log back into the program in prior versions without being required to update. This update will take anywhere from 15 seconds to 30 minutes depending on the database size.
Payroll Tax Updates:
State
– IL (Illinois) – new exemption amount for 2018
Software Updates:
Customers & Accounts Receivable:
New Features/Modifications
Minor formatting updates to the Batch Update Customer Tax Item and Batch Update Customer Tax Code form to show the application icon.
– Modified updating of a Customer: Job child account to only copy the Bill To Address fields of the parent selection when changing the current selection.
– Corrected an error that might generate on the sales tax adjustment form when clicking the drop down.
– Corrected an error that may generate when creating a sales tax item from the <Add New> option within a sales tax group.
– Minor formatting updates to the Batch Update Customer Sales Rep form to show the application icon.
– Modified the save functions on the Invoice/Sale/Credit/Estimate form to only process grid saves for modifications that impact the register.
Fixes and Corrections
– Corrected an issue that would prevent the save of assigning work orders to when editing an existing invoice.
– Corrected an issue where the message to create customer equipment would appear again when editing an existing invoice or sale that contained a serialized item.
– Corrected the Invalid Query message that would display when filtering the Sales Tax Item list.
– Corrected an error that might generate when processing eTransactions.
– Corrected the display of the customer balance on the payments form.
Schedule/Dispatching, Work Orders, Equipment & Service Agreements:
Fixes and Corrections
– Corrected an issue where the deletion of repeating work orders was not removing the reference to the work order in timesheets.
– Corrected an issue with the callback selection not saving on work orders when this was the only field changed.
– Corrected an issue with the duplicate menu option being missing after viewing the menu option on a multi-day work order.
– Corrected issues with Schedule Board (New) not remembering the profile selection.
– Corrected an issue that resulted in the equipment selections on a work order becoming unchecked on save if no other modifications were made on the form.
– Corrected an issue where you could not edit a multiday work order from the unscheduled work order side.
– Corrected an issue where the customer popup messages would appear twice when creating a work order from the customer history work order tab.
– Corrected an issue with the unscheduled work orders not properly filtering by the profile work order type.
– Corrected an error that might generate resulting in connection failure from the work order.
Employees & Payroll:
Fixes and Corrections
– Corrected an issue where the employee PO Limit was not being set and referenced properly.
Vendors & Payables
Fixes and Corrections
– Corrected issue with the purchase order header being missing when previewing, printing, or emailing.
– Corrected an error that might generate on the vendor credit list.
– Corrected an error that might generate when creating a vendor credit with auto-recall preference enabled.
Items & Inventory:
Fixes and Corrections
– Corrected a reported error that would generate while editing a group item that had a really large retail price.
Banking & Credit Cards:
New Features/Modifications
– Modified the check form to allow for entry of decimals in the Qty column.
Fixes and Corrections
– Corrected an issue on the quick filter within the general journal when filtering for dates.
Sales Opportunity:
New Features/Modifications
– Added an option to batch update the Sales Opportunity Qualified field from the Sales Opportunity List.
Fixes and Corrections
– Corrected an issue where the contact log entry was not displaying in the customer record when creating the entry from the Sales Opportunity list.
Company, Preferences & Security:
New Features/Modifications
– Added a preference to Edit | Preferences | Appearance | Company Preferences to control which schedule board is opened when clicking the icon on the workflow navigator. This preference will apply to all users. By default, the preference is disabled and the Schedule Board (New) will launch when clicking the dispatch board option. If you wish to restore the launch of the old schedule board, please have your software administrator enable this preference.
Fixes and Corrections
– Corrected an issue with the inactive records showing in the results on the marketing list generator when to option was not selected to include the inactive records.
Reports:
New Features/Modifications
– Restored the functions to select a printer from all reports.
– Restored the Show Printer Setup to the work order, invoice, and check setup forms.
– Modified the deposits report to only include sales and payments that have a bank account selected in the Deposit To field. In prior versions, the report would include all sales and payments, including those set to Group With Other Undeposited Funds.
– Added the multi-day fields to the custom report builder for work orders.
Fixes and Corrections
– Corrected an issue with the expenses and additional overhead being miscalculated on the Job Costing Overview report.
– Corrected the Job Costing Summary report to only display the customers that have transaction history in the reporting period.
– Corrected an issue with statements not displaying the parent-child details correctly.
– Corrected an issue that would cause an error when previewing or printing invoices and work orders.
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