Version 1.0.28 - Released July 24, 2020 - Known issues fixed, improvements and new features added as follows:
Note: Some of these changes were implemented as Hot Fixes during the development cycle. They were fixed on separate dates, but weren't published until the official release.
| # | Changes | Revision |
| 1 | ADDED | Item Transaction Tab - added the column for the Total Dollar Amount as a column available under the gear for the Transactions Tab |
| 2 | ADDED | New Payment Integrations - New e-payment libraries available for Payeezy, Stripe and Square |
| 3 | ADDED | Added a preference to enter emails that get notified when payments are made via the payment requests that are sent out - so orders can get released when they are paid |
| 4 | ADDED | Auto BCC on emails - Added the ability to set up Auto BCC on email templates |
| 5 | ADDED | Display currency symbol ($) on prices/costs/amounts on form templates - There is a preference that will do this on the templates |
| 6 | ADDED | Purchase Orders child list on customer details screen - Hidden by default, useful for companies doing job tracking |
| 7 | ADDED | Option to auto BCC specific emails on all outgoing emails |
| 8 | ADDED | FreightPrint Integration - New Shipping Integration for Truck Load Freight - More on that here |
| 9 | ADDED | Format all date/times in sync jobs to be in localized time |
| 10 | ADDED | Added the Quantity on the On Order Details tab of an item as the new column: Open Quantity. |
| 11 | ADDED | Ability to close Activies in bulk/batch from the list |
| 12 | ADDED | Allow capturing partial auth - Previously when capturing a previous auth the user does not have the option to specify how much to capture. This adds a prompt when capture is clicked for the amount. |
| 13 | ADDED | Added a Font & Rich Text Editor for emails in the system |
| 14 | ADDED | Reports - Item Sales by Month - Now includes Bill of Materials |
| 15 | ADDED | Added a new user preference to BCC yourself |
| 16 | ADDED | Added reporting for price levels |
| 17 | ADDED | Added totaling of the number of records on the lists |
| 18 | ADDED | Cart Visibility - Customer/Lead Detail - Allow for users to review current cart. Who has an active cart, Etc. |
| 19 | ADDED | Add to Open Work Order Checkbox in Reorder Analysis - Just like the Add to Open Purchase Order Checkbox but for Work Orders, using the Production side of Reorder Analysis |
| 20 | ADDED | Batch Actions on Customer Returns - Changing Status and Creating PDF |
| 21 | ADDED | DocuSign Integration **BETA** - When generating Sales Order, option to save and send via email to customer through DocuSign. Once customer signs via DocuSign, signed copy returned and stored in SO attachments. |
| 22 | IMPROVED | Ledger Report - Dates - Ledger REPORT with opening balances or running balances. |
| 23 | IMPROVED | Implemented a New Load Balancer for faster performance |
| 24 | IMPROVED | Memo For Adjustments - Put in Journal Entry - Per line |
| 25 | IMPROVED | New Preference under Receiving - 'Allocate Receiver Charges based on' and then there is a drop-down box |
| 26 | IMPROVED | Attachments have a new 'Done' button after dragging and dropping groups of files into the drop zone. |
| 27 | IMPROVED | Ecommerce Customization - Added an option in Ecom Settings to ADD On Order (PO's only) when updating inventory. |
| 28 | IMPROVED | Line Item Edit - Made it so that the Edit button doesn't hide and no double Edit and Save Button |
| 29 | IMPROVED | Charts e.g Sales Page - Fixed them not displaying |
| 30 | IMPROVED | Adjusting the Lot # - Resolved with a new pop up screen |
| 31 | IMPROVED | Item Transaction list needs to have the price/cost |
| 32 | IMPROVED | QBO New Type to Sync Customer Type |
| 33 | IMPROVED | Request for Quote - EComm Integration Proxy Setting - added an option to the integration configuration where any item being downloaded on an order that is not found in Order Time to instead be filed under a MISC item (or one they assign in the integration options) with all the typical sales desc and pricing and quantity data making it onto the order |
| 34 | IMPROVED | Parent Customer / Job - There is a confirm dialog box now when a new Customer is added as a Sub Of a parent customer or job |
| 35 | IMPROVED | You can now send Email from a List using the Batch Actions drop-down |
| 36 | IMPROVED | HTML Email Capable Now! Also a Rich Text Editor |
| 37 | IMPROVED | Charts - Data field overlap - display issues resolved |
| 38 | IMPROVED | Certificate for Sync Tool - Updated |
| 39 | IMPROVED | Job Scheduler - Unable to recover when server becomes unavailable - Created additional failovers so that this doesn't happen |
| 40 | IMPROVED | Now create a Role Exception for SubTotalAmount if you don't want your Warehouse users to be able to see the charts on the Sales Tab |
| 41 | IMPROVED | Discount on receiver - Negative # on Add Cost to put in a discount |
| 42 | IMPROVED | Added dependency tables to Sales Order and Work Order Reporting |
| 43 | IMPROVED | Sales Order and Quote Cloning Button under Customer |
| 44 | IMPROVED | Matrix Report with Comparative |
| 45 | IMPROVED | Valuation for Disassembly when finished |
| 46 | IMPROVED | Updated the AntiMalware Scan Interface so that it runs faster for attachments |
| 47 | IMPROVED | Value amounts on disassembly sped up and calculated when the document is finished |
| 48 | IMPROVED | Counts don't accidentally duplicate |
| 49 | IMPROVED | Ecommerce - Class and Customer Notes from BigCommerce populating in Order Time |
| 50 | IMPROVED | New preference in Purchasing: When creating a linked PO from a Sales Order, copy the Items description. |
| 51 | IMPROVED | Distributed cache sped up for a faster experience |
| 52 | IMPROVED | Batch Email - No Template Errors |
| 53 | IMPROVED | Email Enhancement Request - The ability to batch email from the Customer list, so that you can sort by the types of Customers you want and shoot them a targeted Email |
| 54 | IMPROVED | Hover over an item on a ShipDoc, fixed to work just like hovering over one on a Sales Order |
| 55 | IMPROVED | Total Cost, Margin Markup up on Sales Order |
| 56 | IMPROVED | New Items copy Sales Description to Purchase Description |
| 57 | IMPROVED | New Preference to Prevent Changing Status After Requesting Payment |
| 58 | IMPROVED | Item Quantity Total and Total Line Items line on Purchase Orders and Sales Orders |
| 59 | IMPROVED | Tab for value adjustments on the receiver |
| 60 | IMPROVED | Customer Purchase Order as a column on the full payment screen |
| 61 | IMPROVED | Sort Tax Item Drop down on Sales Order |
| 62 | IMPROVED | Unable to search for item in a Quote (Multiple items with similar name) - Seperated out the fullname search and then scored the results based on if its an exact match, begining match or not. Then ordered by that criteria. |
| 63 | IMPROVED | Add Available column to Sales Order Report - We added the Inventory Status by Location table. |
| 64 | FIXED | Charts Not Displaying |
| 65 | FIXED | Price Level - Rate inconsistencies |
| 66 | FIXED | Links within the email templates broken |
| 67 | FIXED | New Customer Conversion - Handle bad connection failure |
| 68 | FIXED | Closing Date not displaying |
| 69 | FIXED | Customer Return/RMA Form Ship Address Uses the customers Ship Address |
| 70 | FIXED | Mobile Errors |
| 71 | FIXED | Reorder Analysis should use Owned |
| 72 | FIXED | Calculated Fields not updating on their own. |
| 73 | FIXED | Custom Fields not displaying |
| 74 | FIXED | Purchase Order Status- Approved and Closed |
| 75 | FIXED | Mobile Errors Set 5 |
| 76 | FIXED | Prevent Assign Currency - QBO and QBD |
| 77 | FIXED | If a count is finalized and the button clicked more than once duplicate adjustment will get generated. |
| 78 | FIXED | ItemLotRef1 not updating when step on a work order is changed |
| 79 | FIXED | Sync default class assigned to items with QBO |
| 80 | FIXED | Users vs license error |
| 81 | FIXED | Creating a drop ship PO with no sales order creates an empty ship doc |
| 82 | FIXED | Accounting Integration Custom Fields not displaying |
| 83 | FIXED | QBD Sync Not Showing Errors For Item Add In Sync Queue Error Log |
| 84 | FIXED | Lot/Serial # add button not working when Chrome language is Romanian |
| 85 | FIXED | Clone was not working with Calculated Custom Fields |
| 86 | FIXED | Manually created bin moves erroring out intermittently |
| 87 | FIXED | QB Sync Tool Logic To Avoid Dupes |
| 88 | FIXED | Label Template Errors and display issues |
| 89 | FIXED | Label Template Concurrency issue |
| 90 | FIXED | Database Cache needed to be sped up! |
| 91 | FIXED | Roles needed to be developed out for new features |
| 92 | FIXED | Cache Issues Resolved |
| 93 | FIXED | Expiration Date - 1 day early when creating a new Lot/Ser # Entry |
| 94 | FIXED | In Doc Payment |
| 95 | FIXED | FormEditTemplate - Lookup list saved in json |
| 96 | FIXED | When searching on the Leads list for fields that IsTextProperty is not true customers will show up |
| 97 | FIXED | Cannot edit inline description on Sales Order |
| 98 | FIXED | Payment screen default payment method on gateway |
| 99 | FIXED | Open Quantity columns on Sales Order Items in reporting shows quanttity even if manually closed |
| 100 | FIXED | Report Edit button fixed |
| 101 | FIXED | Delete Audit trail error |
| 102 | FIXED | On Template - Payment (Negative). Shows with 2 minus signs. |
| 103 | FIXED | Filter error for mixture of serialized and non serialized items. |
| 104 | FIXED | Batch Email Testing errors resolved |
| 105 | FIXED | Indented BOM display issues resolved |
| 106 | FIXED | Sync Queue Payment issues resolved |
| 107 | FIXED | Cannot Add Category to General Section error |
| 108 | FIXED | QB Desktop Tool - email with a comma still passes Test Connection |
| 109 | FIXED | Fixed ability to Delete from Sync Queue |
| 110 | FIXED | Issue with Charts not displaying |
| 111 | FIXED | QBOTRP. Delete Txn Sync Q - If the val adj is neg, need to delete vendor credit instead of bill. |
| 112 | FIXED | Label Printing - Disassembly - Fixed so that we get the same Line Item and Details options as Work Orders. |
| 113 | FIXED | Add Cost - Costing can be negative now |
| 114 | FIXED | Closed Date - Not getting synced due to Sync Job. |
| 115 | FIXED | Date type Filters/Sorts in reports in different formats cause issues |
| 116 | FIXED | Flatten Error |
| 117 | FIXED | Attributes are showing on Item Variations when not active - Should Not Show. |
| 118 | FIXED | Company Logo Align Right issue |
| 119 | FIXED | Customer Alias - Custom fields would not import. |
| 120 | FIXED | Sales orders generated from quotes - Fixing a report where you can see which Sales Orders were created from Quotes |
| 121 | FIXED | Billing - Error during resubscribe fixed |
| 122 | FIXED | FreightPrint Beta Issues Resolved |
| 123 | FIXED | HTML EMAIL Changing Templates - display errors resolved |
| 124 | FIXED | Item Vendor - Custom Fields were not working |
| 125 | FIXED | ROA Vendors - Need List Of Item Vendors – put preferred on top, change color - Change Event For Vendor to get the new cost / quantity query. |
| 126 | FIXED | Missing Value Amounts in Disassembly - value amount calculation was missing in the ‘summary’ |
| 127 | FIXED | Item Page - Summary not filtered for location |
| 128 | FIXED | Contact email character limit - extended on certain screens |
| 129 | FIXED | Cannot Add Lot # to a Split Work Order |
| 130 | FIXED | BoM - Minor issues - When cloning a BoM, phantom status will be copied over - When changing the line item position within a BoM fixed display issues with other line items. |
| 131 | FIXED | Lot / Ser Duplicate - Cleaned Up |
| 132 | FIXED | Setting group on import - Does not seem to pick up the unit of measure |
| 133 | FIXED | Fill Status on PO List - Broken, issue resolved |
| 134 | FIXED | If a Custom Field is Added/Removed - Should also update the Report Fields. |
| 135 | FIXED | Take a look at the google charts CSS - display, etc. |
| 136 | FIXED | Shipping Integration - FreightPrint - Added a popup when the username or password is blank |
| 137 | FIXED | Adjustment Sync QBD - If there is no values, do not sync. |
| 138 | FIXED | Correcting the Customer File / Primary Ship Address / Phone - Display issues solved. |
| 139 | FIXED | Sales Tax calculation for Shipping which is taxable in certain States |
| 140 | FIXED | Tax issues - display bug |
| 141 | FIXED | Order Time / Shopify integration - Taxes - Fixed an issue where tax-exempt items were being calculated with tax |
| 142 | FIXED | Labels Disappear - Fixed an issue with disappearing labels under certain circumstances |
| 143 | FIXED | Prevent Work order from BoM with inactive steps |
| 144 | FIXED | Customer Create Role - Fixed a Role issue where customers could still be created |
| 145 | FIXED | Issue adding another user over 10 users after initial sub |
| 146 | FIXED | Total Amount Adjustments - fixing how Filters are applied |
| 147 | FIXED | Customer Is Taxable in QBO |
| 148 | FIXED | Work Order issue - User Location Errors |
| 149 | FIXED | Error Message Work Order - No jumping across, have to go status to status |
| 150 | FIXED | Changing the promise date after ship doc was created |
| 151 | FIXED | 3dcart some items aren't updating inventory |
| 152 | FIXED | QB Desktop tool - Failed to Load settings |
| 153 | FIXED | Ecommerce Sales Order Billing/Shipping company name incorrectly displaying |
| 154 | FIXED | Logins with No TenantLogin - Fixed an Error when you change the User's Email Address |
| 155 | FIXED | Referential integrity - Fixed an error in logging the User ID to the Source |
| 156 | FIXED | Mobile Fixes: Preferences, Bins, Unused Properties, Ship Doc Statuses, UOMs, UOM Sets, Settings, Initial Load Time |
| 157 | FIXED | Shopify API Changes - Migrated to the new API Version |
| 158 | FIXED | Amazon S3 and Amazon CloudFront migrating default certificates to Amazon Trust Services in March 2021 |
| 159 | FIXED | Ecom Proxy customer option adds customer in OrderTime, add config option - Added a checkbox directly under or above the dropdowns that will enable Order Time to also not create customers but instead use the customer selected |
| 160 | FIXED | Fixed an error where Onboarding would charge twice when resuming a subscription |
| 161 | FIXED | We now test to see if there is Javascript in any template text, for extra security |
| 162 | FIXED | Security Recommendations Implemented - further restricting and protecting the integrity of all data |
| 163 | FIXED | DocuSign Fixes - Multiple users, how the oauth is handled, include the user name in Additional Recipients and CC |
| 164 | FIXED | Daily Sync Skipped if a manual sync is run - Instead it should always run at the scheduled time unless a job is already in progress. |
| 165 | FIXED | Swapped the URL that the ShipStation Image goes to under Shipping Integrations |
| 166 | FIXED | Set the URL that the FreightPrint Image goes to under Shipping Integrations |
