Version 1.0.39 - Released July 10, 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 | Order Time Pay Canada is live |
| 2 | ADDED | New Preference in Payments > OrderTime Pay "Limit number of payment methods on file per customer" |
| 3 | ADDED | Order Time Pay customers can now add new payment methods for Customers from the Customer Details page (click Add OT Payment Method) |
| 4 | ADDED | Order Time Pay customers can now edit payment methods (delete cards, update expiration date, etc.) for Customers from the Customer Details page (click Edit Payment Methods) |
| 5 | ADDED | New Preference in Payments > General "Generate payment link instead of emailing a payment request" Instead of emailing the Send Payment Request link you can choose to receive it as a copy-able link to send separately |
| 6 | ADDED | New Preference General > Advanced "Allow editing custom fields from a full list in batch action" |
| 7 | ADDED | New Preference Production > Advanced > "Enable updating Work Order Component Std. Costs to the item's purchase cost" It adds a button above the Work Order to update the costs |
| 8 | ADDED | New Preference General > Advanced "Mark Memo & Instructions tab when they have values" which also highlights the memo & instructions tab for Customers |
| 9 | ADDED | New Preference in Sales > Advanced "Convert partial Quotes to Sales Orders" allows for breaking out Quote Line Items to their own SO |
| 10 | ADDED | New Preference in Shipping "Update the Sales Order Shipped Dated when the Ship Doc is re-shipped" The preference "Use the posting date (date shipped) instead of the Ship Doc's date when updating the Sales Order's Date Shipped field." must be checked for this to work |
| 11 | ADDED | New Preference in Purchasing > Reorder Analysis "When using a single location filter, always show reorder point, reorder amount and max quantity for that location. " |
| 12 | ADDED | New Preference in Sales > Advanced "Copy attachments from sales order to ship doc" |
| 13 | ADDED | New Preference General > Advanced "Enable Reports from Details Page" On New or Existing Reports you can check the box that says "Show in Details". Then when you go to details page for any of the following entities you will have a Reports drop-down. Available on:
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| 14 | ADDED | The Item Pop-up when you hover over an Item on Sales Orders, Purchase Orders, and Ship Docs, now works on Bill of Materials and Work Orders (It can still be disabled in Company Preference > Items) |
| 15 | ADDED | There is a new Role permission for the Merchant Track dashboard for Order Time Pay. Under the Roles you click on the Sales tab and the Role is called Merchant Track. Users who have a role with that permission checked can access the payments dashboard. |
| 16 | ADDED | New QBO Only Preference for "Show the ACH link on Invoices and Show the Credit link Card on Invoices". This allows the user to take ACH and CCs from the invoices generated through Order Time. |
| 17 | ADDED | The Kit configuration chooser off of a Sales Order has been added to the API |
| 18 | ADDED | Added the ability to create Bins via the API |
| 19 | ADDED | Added a highlight in green on the Memo & Instructions tab when there is data in the memo, shipping instructions, or internal notes field for a Ship Doc |
| 20 | ADDED | On the Transactions tab on an Item you can now add the Memo Column |
| 21 | ADDED | When sending email from the system and clicking on the Additional To section, you can now choose Employees (these can be edited in your profile lists) |
| 22 | ADDED | Date Converted field has been added to Customers. You can create Customer Report using this field to show all the Leads that have converted to Customers |
| 1 | IMPROVED | Added the locations chosen for the Reorder Analysis to the General box in the header. If multiple locations are chosen, they will be separated with a comma. |
| 2 | IMPROVED | Allocation by bin checks other bins before putting a bin into the negative when negative inventory is allowed. (Please do not allow negative inventory, it is not a best-use scenario) |
| 3 | IMPROVED | When using the configurable Bill of Materials for an assembly item that is being added to a Sales Order, you can now correctly apply a price level to it once it has been added to the Sales Order |
| 4 | IMPROVED | When doing a configurable Kit, the custom fields from the item used flow down to the Kit Selections (Keep in mind they are not copied to the Kit Item itself) |
| 5 | IMPROVED | The API for the Quote now includes LineItems in the List API |
| 6 | IMPROVED | The Memo and Instructions now flow down from the parent Work Order when doing a drill down |
| 7 | IMPROVED | When a payment is modified, or the applied to or from is changed there is an audit trail entry for the modification |
| 8 | IMPROVED | Last Modified and Modified columns have been improved on the Reorder Point by Location tab on an Item |
| 9 | IMPROVED | When replacing a component using the BOM Component replacement feature on the BOM Full List, we've added a warning before saving to prevent mishaps |
| 10 | IMPROVED | We improved the experience when using the Select Items to Receive function, instead of Back Order, the Column is called Open Quantity |
| 11 | IMPROVED | The phone number field for customers and leads now supports international formatting. If there is a plus sign at the beginning it allows you to do the International formatting |
| 12 | IMPROVED | When you put a Parent Customer on Credit Hold it puts all Child Customers in Credit Hold as well. Removing the Parent from Hold does the same for all Child Customers as well |
| 13 | IMPROVED | New Price is now displaying in the Price tab and the Item Markup price level |
| 14 | IMPROVED | When printing labels, the Repeat Labels Based On drop-down correctly includes custom fields and the drop-down no longer gets squished |
| 15 | IMPROVED | We added a spinner when adding an Item on a document so that you can't accidentally double and triple add it |
| 16 | IMPROVED | Improvements to the Ecommerce Config when switching to Ship Doc it should load the proper selections |
| 17 | IMPROVED | Search functionality has been added to the Catalog Ordering screen |
| 18 | IMPROVED | Calculated report fields that are doing math between two tables can be used in a Summary function |
| 19 | IMPROVED | The Currency Symbol used in the profile lists now overrides the default currency symbol for print-outs if you have utilized custom symbols |
| 20 | IMPROVED | Variable Groups in a Config BOM can now be rearranged easily with new up/down arrows |
| 21 | IMPROVED | Report filters for True and False no longer require you to put in 0 or 1, they let you choose True or False |
| 1 | FIXED | The Default Start Time for Rental Contracts has been updated to fix an issue with new contracts |
| 2 | FIXED | Fixed an issue where deleting a bin would not update the item line so Sales Orders that had allocated that inventory would not update |
| 3 | FIXED | Fixed an issue where percentage custom fields with many decimal places would error out |
| 4 | FIXED | Fixed an issue where the change vendor list would not expand past the window size |
| 5 | FIXED | Fixed an issue where the Change vendor link should not appear if the document is read-only/closed for Quote, Sales Order, Ship Doc, Purchase Order |
| 6 | FIXED | Changing the status on a Work Order should now properly update the last modified date |
| 7 | FIXED | Changing the status of a Step on a Work Order should now update the last modified date |
| 8 | FIXED | Fixed an issue that occurse when enabling UOM Sets for the first time |
| 9 | FIXED | Fixed an issue where the Description field for the lot number is now copied to the Lot Serial section in the Sales Order and Ship Doc |
| 10 | FIXED | Fixed an issue where changing the quantity on a cloned Work Order would not adjust the quantity per |
| 11 | FIXED | Fixed an error that could occur on the price levels tab on an Item, no error should appear unless you leave the rate field blank |
| 12 | FIXED | Fixed an issue with a form allowing dashes, periods, or spaces for credit cards |
| 13 | FIXED | Fixed an issue when creating a Role Exception for the Total Amount on a Receiver/Returns, it would still show within the Vendor Receiver tab |
| 14 | FIXED | Fixed a bug that made it so that using the custom date filter in a view on a list would not save the filter |
| 15 | FIXED | Fixed an issue where the Config BOM Price was not getting deducted correctly when changing the quantity, saving, and coming back into the Config BOM |
