Version 1.0.29 - Released November 12, 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 about until the official release.
| # | Changes | Revision |
| 1 | ADDED | Freeze headers on lists/reports - So when you scroll on long reports you can still see what each column means. |
| 2 | ADDED | New List - Inventory Status By Location |
| 3 | ADDED | Every Full List has Auto-Fill for Filtering on Customers, Vendors, and More |
| 4 | ADDED | New Report Types For Warehouse Reports: Quantity Adjustments & Value Adjustments |
| 5 | ADDED | New Report Types For Inventory Reports: Item Transactions and Open Orders (All Orders Customers will remember this as the Deficiency Detail Report) |
| 6 | ADDED | Ability to Export Orders to CSV straight from the Orders themselves. |
| 7 | ADDED | Ability to GET / ADD / UPDATE a Kit Item via the API |
| 8 | ADDED | Remove 0 quantity lines from Ship Docs - applied when you change the status to shipped. |
| 9 | ADDED | Percent as an option for a custom field data type - If a calculated field is a percentage it should resolve to it’s decimal value. |
| 10 | ADDED | Events or tasks to SMS - Company Preferences, Under Activities - Make sure to add a Cellphone Carrier and Mobile Number to each User you want to receive SMS. |
| 11 | ADDED | Ability to Add custom fields to Production Order |
| 12 | ADDED | Added 'On Orders' and 'ETA' to the Inventory Status By Location List. |
| 13 | ADDED | Option to set up an alert for Payment Received |
| 14 | ADDED | Ability to change the Purchase Order Vendor after the document is saved |
| 15 | ADDED | Ability to import a Purchase Order from a CSV |
| 16 | ADDED | Option for auto fill to be turned on when creating ship docs for all items besides the ones with serial number tracking |
| 17 | ADDED | Auto complete search box on lists should take into account filters on list - So if you are on the sales order list and it is filtered to only show open orders, the auto complete when searching should only suggest open orders. |
| 18 | ADDED | Ability to create a Production Order from a Sales Order |
| 1 | IMPROVED | Configurable Bill of Materials POP - Rules - when you add a new Component/Config it clears out the Selections and Rules |
| 2 | IMPROVED | Set a rule to search for sync jobs that are active and set to auto sync but haven't synced for a day or more to refresh them. |
| 3 | IMPROVED | Fix for possible cause for Stuck Sync Jobs |
| 4 | IMPROVED | API List Controller - Added support for the correct Path for Attachments |
| 5 | IMPROVED | Improved the rounding for Calculated Fields |
| 6 | IMPROVED | Improvements to Page Load Times |
| 7 | IMPROVED | Newest outside Security Audit shows no flaws, Passed our third security review |
| 8 | IMPROVED | QuickBooks API Annual Security Review - Passed |
| 9 | IMPROVED | Updated Spanish Language Sections |
| 10 | IMPROVED | Made it so that Order Time Trial Accounts can NOT send Emails. Customers can request access if necessary for testing purposes. |
| 11 | IMPROVED | New Launcher for the guides in the Admin section |
| 12 | IMPROVED | Edit button for Leads in the right place |
| 13 | IMPROVED | Added Shipping Regions to Locations |
| 14 | IMPROVED | Improved the functionality of the Bin Move operation |
| 15 | IMPROVED | Better backups with reduced load time |
| 1 | FIXED | Fixed an error that occurred when hitting the back button after selecting a Company File |
| 2 | FIXED | Fixed an error when filtering names not IDs |
| 3 | FIXED | Fixed Login Page Errors for New Users |
| 4 | FIXED | Fixed an error where trying to enter customer item numbers would give an error message |
| 5 | FIXED | Price Level Groups cannot refer to themselves |
| 6 | FIXED | Bug where Conversions don't Convert default Item Images correctly |
| 7 | FIXED | Bug with switching other charge to service or a non part item |
| 8 | FIXED | Bug where Unit of Measure Sets were duplicating alternates |
| 9 | FIXED | Cannot select properties when creating Calculated Field for order line date |
| 10 | FIXED | On a Purchase Order that is approved/closed if you add a column to the line items the action column disappears |
| 11 | FIXED | Kit Rules on a Bill of Materials weren't saving when reloading |
| 12 | FIXED | Optional Kit Component Not Rechecked after you edit the first time - Improved the Kit Rule UI |
| 13 | FIXED | Adjustment list not showing amounts - All 0's even though the adjustments have amounts. Confirmed to be an issue. |
| 14 | FIXED | When a Calculated Field uses another field (e.g. iteminventory) check to copy that field first. |
| 15 | FIXED | Re-record with Date Fails on Value Adjustment Check |
| 16 | FIXED | Subtotal Changing after Status Change - As you add items the ship doc is re-calculated. When you change status there is another re-calculation |
| 17 | FIXED | When deleting line items check for value adjustments - We check to make sure it does not cause negative inventory. Now we also check if the units have been revalued and error out if so. |
| 18 | FIXED | Date type Filters/Sorts in List - Needed to save international format - If two users have different formats for their dates and one puts a sort/filter for a date on a report, it will not work properly for the other. |
| 19 | FIXED | Fixed an error where Verified Email override doesn't change Reply To list |
| 20 | FIXED | Fixed an error where Total Records on a Profile List wouldn't update until your refresh the page |
| 21 | FIXED | Fixed the Inventory Ledger by Location Report to correct the Running Total |
| 22 | FIXED | Fixed an error where the Ledger Report was repeating some headers |
| 23 | FIXED | Closing Activity is not Going to History |
| 24 | FIXED | Filter names weren't using custom captions |
| 25 | FIXED | Reorder point by location not working - When you try to save it gives you an object reference error |
| 26 | FIXED | Enter Inline Quantity on Ship Doc when inventory is not in default bin |
| 27 | FIXED | Auto complete search terms weren't working with an ampersand |
| 28 | FIXED | Notes on Customer - Not available on Sales Order / Ship Doc |
| 29 | FIXED | Memo Fields were broken when you add a code character especially when saving a Vendor or a PO |
| 30 | FIXED | Fixed an error changing the location on a Vendor Return |
| 31 | FIXED | DocuSign Activities / Alerts |
| 32 | FIXED | Made it so that the drop-downs close when you print a PDF or labels. It shouldn't get stuck open! |
| 33 | FIXED | Deleting a custom field could corrupt a Saved Layout - Now it will throw to a default instead of an error |
| 34 | FIXED | Shopify line item discounts not being applied |
| 35 | FIXED | If you set a location filter and then open it back up to edit, it does not stick on the Reorder Analysis |
| 36 | FIXED | Deleting a Customer or Lead was not deleting the B2B login |
| 37 | FIXED | Dates for Activity on Home - Some filters not working |
| 38 | FIXED | Resolved errors when saving templates |
| 39 | FIXED | Batch Emailing wasn't emailing the contact assigned to the document |
| 40 | FIXED | Fixed an error in the b2b config where if it wasn't saved during creation, it wouldn't load back up |
| 41 | FIXED | The Domain Name for your B2B Portal cannot have a space! |
| 42 | FIXED | Fixed a Label Template loading error |
| 43 | FIXED | Fixed a Batch Action Value Adjustment error |
| 44 | FIXED | Fixed an error when saving label templates |
| 45 | FIXED | Custom Captions now considered on Summary Doc |
| 46 | FIXED | Ship Doc Item Quantity Ordered not showing on Report |
| 47 | FIXED | B2B Config - Featured Products - If the item list is long it took forever to load the config |
| 48 | FIXED | Fixed a Ship Doc Sub Total Issue where it was being calculated wrong |
| 49 | FIXED | Ledger Report set to All Data filter wasn't starting at the beginning |
| 50 | FIXED | New Look up for filters on lists and reports - made sure custom fields work |
| 51 | FIXED | Audit Trail for Delete Count |
| 52 | FIXED | Error with drill down on Inventory Valuation |
| 53 | FIXED | Fixed problems that would cause duplicated adjustments |
| 54 | FIXED | Fixed an error where reports were missing fields |
| 55 | FIXED | Image and Attachment Links forced to be https:// for security reasons |
| 56 | FIXED | Kit Price rounding issue that was changing the totals from Sales Order to Ship Docs |
| 57 | FIXED | Fixed the Tax Setting from being cleared on Customer Addresses |
| 58 | FIXED | Import of item vendor data which then updates standard cost, does not trigger the function to re-calculate item custom fields. |
