Version 1.0.38 - Released March 13, 2025
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. Our development team is constantly releasing new changes to better serve great customers like you!
Due to certain updates you may need to perform a hard refresh on certain pages like the Item Detail page. Check out these instructions on performing a hard refresh: How to Perform a Hard Refresh and Clear Cache
# | Changes | Revision |
| 1 | ADDED | ACH/e-Check functionality has been added to Order Time Pay |
| 2 | ADDED | New Batch Action on the Sales Order full list Select the Sales Orders you would like, and you can choose Batch Action to create the Ship Docs for them |
| 3 | ADDED | New Batch Action on the Work Order full list You can now select Work Orders and choose the batch action to deallocate them, this also sets the Work Orders back to the Waiting status |
| 4 | ADDED | New Preferences: Items Warn when adding a duplicate line item to a Sales Order, Quote, Ship Doc, Customer Return, Purchase Order, Receiver or Vendor Return |
| 5 | ADDED | New Preferences: Sales > General Warn when unbalanced between promise date quantities and line-item quantities When adding a line and quantity to an order, if you edit the promise date for the line and the sum quantity for the promise date doesn't match the line quantity it will show and error stating Out of Balance |
| 6 | ADDED | New Preferences: Payments > Order Time Pay Require CVV, on by default for CC Payments |
| 7 | ADDED | New Preferences: Payments > Order Time Pay Save new customer credit card or bank account info Uncheck if you don't want to ever save cards or ACH on file for future use |
| 8 | ADDED | New Preferences: Lot / Serial #s > Getting Available Set the default quantity to 1 and three other options |
| 9 | ADDED | NEW API Endpoint for Repairs beta (Internal Repairs only) |
| 10 | ADDED | Added the ability to apply the Additional Fee to a Ship Doc via the API |
| 11 | ADDED | Promise Dates have been added for Kit Items and Configurable BoM Configurations |
| 12 | ADDED | Custom Messages can now be used in all large text fields. Including Activities, Item Descriptions and more! |
| 13 | ADDED | Calculated Fields on Reports - BETA. If you are interested in testing calculated fields on reports, please contact support. |
| 14 | ADDED | New Preferences: Sales - Advanced. When calculating Additional Fees include shipping and/or deduct discounts. |
| 1 | IMPROVED | Xero - For Credit Notes, the reference field will now populate with the Customer PO and Memo |
| 2 | IMPROVED | The text sizes in the label designer preview now accurately reflect those on the final printed label, ensuring consistency and reliability in label design. |
| 1 | FIXED | Fixed an issue when making an Item inactive left it active in existing BoMs |
| 2 | FIXED | Fixed an issue where removing a custom field wasn't removing it from custom list saved layouts |
| 3 | FIXED | Fixed page loading bugs for the New Payment screen |
| 4 | FIXED | Fixed a UI display issue on the Role screen which showed and extra exception header |
| 5 | FIXED | Fixed an issue where the Customer tax code would be utilized rather than the Ship Address tax code |
| 6 | FIXED | Fixed an issue where in certain instances an adjustment could overwrite Lot Expiry dates |
| 7 | FIXED | Fixed an issue where splitting a Work Order without proportional allocation did no adjust Qty Per on the split work order. |
| 8 | FIXED | Fixed an issue which can display unintended rounding on payments when a foreign currency conversion has taken place |
| 9 | FIXED | Fixed an issue with Kit Selection Imports where an error for StepRef required would appear unnecessarily |
| 10 | FIXED | An issue has been fixed with large Item Vendor imports with Vendor Part #'s improving the handling for higher record counts |
| 11 | FIXED | Fixed an issue with the CreateFromShipDocFromSO API where a blank Ship Doc may have been created |
| 12 | FIXED | Journal Entries where the underlying document had foreign currencies were not converted to home currency. This affected QuickBooks desktop for Invoices and Bills and Xero for Invoices and ONLY if you were not syncing inventory. |
| 13 | FIXED | Changing the status on the work order list did not update the Current Step. |
| 14 | FIXED | Exporting a form template to csv did not include custom fields. |
| 15 | FIXED | Using the import to update cost on purchase order line items did not work |
