DATE
|
MODULE / FORM
|
DESCRIPTION
|
RELEASE
1.8.400.21 5/12/2014
|
5/12/2014
|
Email Setup
|
(ASP only) Use Default Server field was not initializing
properly.
|
RELEASE
1.8.400.20 5/8/2014
|
5/6/2014
|
Email setup
|
(ASP only) Users on the ASP are no longer required
to use the ASP email server for sending email or email pages. A checkbox has been added to the email
setup form that will allow the server configuration to be enabled for
editing.
|
5/1/2014
|
Warranty Expiration Report, now Warranty List
Report
|
Added an option to run the report by warranty start
date range.
Added option to filter/sort/group by reserve
department.
Added reserve department to the report and text
file output.
Re-titled report as Warranty List (was Warranty
Expiration).
Cleaned up some radio button labels on the report
interface.
Cleaned up some of the report filter descriptions
in the report header.
|
4/29/2014
|
Payables Manager
|
Added address, phone1, and remit address fields as
optional fields that can be selected in the grid report for the Accounts view
of the Payables Manager.
|
RELEASE
1.8.400.19 4/24/2014
|
4/16/2014
|
Service Location List Report
|
The report heading was not showing the filter
selections for Current Agreement Status.
|
4/15/2014
|
Pricebook Item List Report
|
When printing to a file from the report preview
form, the report would go into an endless loop and never finish. Note: this was only an issue when going to
file from the preview form. It would
work OK when going directly to the print dialog to print to file.
|
RELEASE
1.8.400.18 4/14/2014
|
4/14/2014
|
Project Management
|
A change in 1.4.400.15 caused a new error -
'Parameter aProjectID not found' - that prevented closing projects.
|
RELEASE
1.8.400.17 4/11/2014
|
4/11/2014
|
SWAPI
|
Applied the patch/update to address the OpenSSL
"Heartbleed" bug. This would
affect SWAPI only and not SuccessWare21.
New SSL Certificates are also deployed with this update since it is
possible that existing certificates could have been compromised.
|
4/11/2014
|
End User License Display Form
|
Depending upon screen resolution and font size
settings, the bottom of the license display form might have been behind the
task bar or off the bottom of the screen hiding the Accept/Decline/Close
buttons.
|
RELEASE
1.8.400.16 4/3/2014
|
4/3/2014
|
Invoice Manager
|
Some users were experiencing slowness when opening
a range of invoices in the Invoice Manager. Enhancements have been made to
speed up this operation.
|
4/2/2014
|
Printed checks
|
The US Blank Stock check formats were not including
the check memo for the vendor.
|
3/21/2014
|
SWAPI
|
Fixed errors with memo data containing invalid
characters (copied and pasted from other applications) from causing “XML
Parse error” with SWAPI. Invalid
characters will be replaced with a "?" in responses from SWAPI.
|
RELEASE
1.8.400.15 3/19/2014
|
03/19/2014
|
Pricebook Item List Report
|
Attempting to use the barcode label option when any
task items were included would fail with ‘Parameter aIC_ItemID not found’
error.
|
03/13/2014
|
Work Orders Report
|
Added sort, so Work Orders are printed in order of
Employee, then Scheduled Date/Time.
|
03/05/2014
|
SWAPI
|
Under extremely rare circumstances, SWAPI JobPunch
could get caught in an infinite loop when trying to update the employee’s
timecard.
|
03/04/2014
|
Project Phases
|
When creating a job for a project phase,
SuccessWare21 will now confirm that the phase is associated with a valid Job
Type and Job Class before allowing the job to be created.
|
03/04/2014
|
Agreement Manager
|
Adjusting Invoices were not showing up when the
filter to show unposted invoices was turned on.
|
03/02/2014
|
Purchase Orders
|
When Printing a Purchase Order, the items will now be
printed in the order that they are being displayed in the Purchase Order
form.
|
03/02/2014
|
Agreement Manager
|
Added Zone column to the grid.
|
RELEASE
1.8.400.14 2/23/2014
|
2/21/2014
|
Call Center
|
Since 1.8.400.13, In the Daily Assignment
(vertical) View of the Call Center, attempting to extend the duration of a
call that was in an on-site status would fail with the error "Incorrect
syntax near ')'".
|
2/18/2014
|
Project Management
|
Corrected a bug that was not allowing a project
Opening Balance Billing Entry to be deleted.
|
2/14/2014
|
General
|
Progress bars were not displaying progress in
Windows 7 and up.
|
2/12/2014
|
Company Setup
|
On some databases it was taking several seconds to
complete entering edit mode.
|
BETA RELEASE
1.8.400.13 2/10/2014
|
2/10/2014
|
Sales Lead Tracking Report
|
Added the ability to optionally show Sales Summary
Follow Up information to the report.
|
2/8/2014
|
A/R Invoices
|
A/R Invoices being added via Third-Party
applications were not getting the default task detail on the invoice when
adding a line item for an Agreement Visit that has a linked task.
|
2/7/2013
|
Call Center (Dispatch)
|
For companies with a large number of employees,
assigning or reassigning a call could take a long time, possibly up to 10
seconds or even more, to determine the employee qualifications for the
job. This time it takes to do this has
been improved considerably.
|
2/7/2014
|
Purchase Order Item Status Report
|
Added Vendor Item Number to the report output. The field has been included in the optional
extended detail (values) region of the report.
|
2/7/2014
|
Purchase Order Form
|
SuccessWare21 was allowing receipts and vendor
invoices to be created for a purchase order that had been canceled.
|
2/5/2013
|
Payroll Export
|
A "stream write error" would sometimes
occur in a Citrix 64-bit environment when exporting payroll to a client drive
letter. We fixed this in April 2013
for the QuickBooks payroll export.
This applies the same fix to the other export format options.
|
1/22/2014
|
Account Register
|
Added Check Register report option to right-click
menu for cash box and credit card accounts. It was already present for bank
accounts.
|
1/20/2014
|
SWAPI
|
Invalid document requests will now return a HTTP
error 400 instead of 200. This is to
ensure that PCI scan tools recognize the return result as a failure.
|
BETA RELEASE
1.8.400.12 1/14/2014
|
1/13/2014
|
Vendor Payments/Refunds
|
When writing a check to a vendor, SuccessWare21
will now perform an additional check to ensure that the amount of the check
matches up with the total of invoices being paid.
|
1/12/2014
|
SWAPI
|
The Change in the previous version regarding
payments on sales quotes caused problems with completing sales jobs in the
field and has been temporarily reverted until fixes can be made in the
SWRemote application.
|
BETA RELEASE
1.8.400.11 1/03/2014
|
12/31/2013
|
Reports
|
Fixed positioning of the sort and group boxes to
ensure they are in the correct order of Sort then Group.
|
12/18/2013
|
SWAPI
|
Security update, required for PCI compliance.
-SWAPI will no longer fulfill requests for files
where the path from the URL causes SWAPI to attempt to access files from
parent folders.
-SWAPI configuration option is now available to
abort SSL renegotiation when checked.
When a client attempts SSL renegotiation and the option to abort SSL
renegotiation is used the connection will be aborted.
|
12/31/32013
|
Account Register Setup
|
Allow a cash account to be assigned to a credit
card register account.
Issue a message dialog for user confirmation when
assigning an asset (cash) account to a credit card register.
|
12/13/2013
|
SWAPI
|
Improved the error message returned when ARPaymentUpdate
is submitted without either a valid alias or credit card number when the
company is XCharge enabled.
|
12/12/2013
|
SWAPI
|
Third-Party applications were allowing Payments to
be submitted on a sales quote. SWAPI has been updated to prevent this action. Sales quotes do not currently allow
payments.
|
12/02/2013
|
Agreements
|
Added the ability to resize the Equipment List grid
in the Agreement form.
|
BETA RELEASE
1.8.400.10 11/26/2013
|
11/25/2013
|
Merge/Delete Vendors Utility
|
Since 1.8.400.6, an application exception error
would display when opening the Merge/Delete Vendors utility.
|
BETA RELEASE
1.8.400.9 11/22/2013
|
11/21/2013
|
Permits
|
Editing permits would sometimes lock up if more than
one stage was modified before saving the changes.
|
BETA RELEASE
1.8.400.8 11/19/2013
|
11/19/2013
|
SWAPI
|
A change to request logging in the prior build
caused some requests to fail with 'Out of Memory' error.
|
BETA RELEASE
1.8.400.7 11/14/2013
|
11/14/2013
|
Customer Search
|
The “Take Call” button was not respecting the
settings for the Create / Edit Job user abilities, and would open Call Taking
when the user should not have had access.
|
11/14/2013
|
Agreement Visits Form
|
Under certain circumstances it was possible to get
the error “Cannot Locate Agreement” when attempting to create a call for a
visit from the agreement.
|
11/12/2013
|
Income Statement Report
|
The department selection list now has an option to
hide or show inactive departments.
|
11/12/2013
|
SWAPI
|
Eliminated support for weak ciphers in order to
comply with PCI network certification requirements.
|
11/5/2013
|
Call Center
|
On Windows 7/8 machines, it is no longer necessary
to "run as administrator" in order for SW21 to recognize the
MapPoint installation and create menu options.
|
11/5/2013
|
Void Checks
|
The caption for one of the radio buttons on this
form was displaying its text inconsistently.
|
11/5/2013
|
SWAPI
|
Changed the order that Job Instructions are added
in when added via a third-party application. The newest instructions will be
inserted at the beginning of the notes, instead of at the end.
|
11/5/2013
|
SWAPI
|
Enhanced logging when accessing SWAPI via a browser,
instead of a third-party application.
|
BETA RELEASE
1.8.400.6 11/5/2013
|
11/5/2013
|
Projects
|
When Closing/Finalizing a project, Successware
would sometimes report that there was an outstanding balance on A/R
Retainage, even though none existed.
|
11/4/2013
|
Sales Lead Tracking Report
|
The Unit / Eq columns for the sale were missing
from the text/XLS export file.
Re-ordered the export fields into the same order as
the report to make field identification easier.
|
11/4/2013
|
Warehouse Inventory Adjustment
|
Corrected the bug that would clear the Minimum and
Maximum Quantities along with the Bin Number when an inventory adjustment was
subsequently adjusted.
|
11/1/2013
|
Sales Summary
|
The down arrow shortcut key to pop up the Employee
reference book was not available for the Referred By field in the Follow Up
section of the form.
|
10/28/2013
|
Open Receivables Report
|
When exporting the Open Receivables report, records
would sometimes get split across multiple lines.
|
10/23/2013
|
Cash Receipt
|
Corrected a bug that was causing an error “field
PaymentMethod not found” to occur on occasion.
|
10/23/2013
|
CSI Credit Card Export File
|
Include the ACH Transaction ID number in the reference
column of the vendor header row
|
BETA RELEASE
1.8.400.5 10/22/2013
|
10/21/2013
|
Agreement Manager
|
When attempting to export agreement ACH payments, the
error "Parameter aAccountType not found" would occur.
|
BETA RELEASE
1.8.400.4 10/17/2013
|
10/16/2013
|
Account Register, ACH Export
|
Check/transaction number column for the “Canada ACH
with Remittance / Email” template was not formatted correctly. Changed it to be right justified and zero
filled.
|
10/14/2013
|
Account Register – Credit Card Export
|
(MS-Access only) Fixed an error that would occur when
selecting the “Test” export button.
The error was “Could not export (key violation. Microsoft ODBC Access Driver Query input
must contain at least one table or query”.
|
10/14/2013
|
Performance
|
Improved the efficiency of some queries to help
improve performance in the following areas - Call Center refresh, posting of
inventory transactions such as requisitions, adjustments, and vendor
invoices, and opening of the Invoice Tracking Manager.
|
10/11/2013
|
1099-MISC / 1096
|
Updated for changes in 2013.
|
10/11/2013
|
Invoice
|
Corrected the problem with Tax Included sometimes
printing on top of the Payment Amount in the invoice totals.
|
10/09/2013
|
Permit Form
|
Corrected the bug that would sometimes cause the
system to hang when editing a permit a second time.
|
10/05/2013
|
Equipment Form
|
Added ability to sort equipment in grid.
|
10/05/2013
|
Receivables Manager
|
Added ability to generate a Marketing List from the
Accounts view of the manager.
|
09/10/2013
|
Service Location List and Location History Report
|
Added secondary name fields to the exportable
report fields.
|
BETA RELEASE
1.8.400.3 10/1/2013
|
10/1/2013
|
Initial Beta Release
|
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