|
DATE
|
MODULE / FORM
|
DESCRIPTION
|
RELEASE 1.8.700.30 3/6/2015
|
RELEASE 1.8.700.29 2/18/2015
|
|
2/17/2015
|
Payroll Reconciliation
|
Since build 1.8.700.26, the calendar popup for
Check Date was not functioning. (Note:
The date was still able to be entered manually).
|
RELEASE 1.8.700.28 2/11/2015
|
|
2/6/2015
|
Purchase Orders, eOrder
|
Added <RequestedBy>
field to the eOrder XML.
|
|
2/6/2015
|
Job
|
When trying to open a job, but were prevented
because of locks in place by other users, an opportunity lock might have been
left in place that would later have to be cleared either manually or when
logging out.
|
|
2/6/2015
|
Merge - Locations, Billing Accounts, Vendors
|
The locking mechanisms were not preventing certain
activities on the locations, billing accounts. or
vendors that is necessary to prevent potential problems during the merge.
|
|
1/26/2015
|
Call Center (Dispatch)
|
In the Daily Call View (horizontal view), employees
may have been showing out of order when the call center was first opened,
when employee filters were being used and there were apprentices being hidden
(non-visible employee forms).
|
|
1/25/2015
|
Location Document Storage
|
Added the ability to open location document storage
folders to: Dispatch Form, Agreements Form, Customer History, Job Form,
Equipment Form, Customer Opportunities Form, AR Invoice Form, Billing Account
Details, Job Manager, Agreement Manager, Notifications
Form.
|
|
1/25/2015
|
SWAPI
|
On occasion, an AgentNotification
request might have failed with the error "Cannot insert the value NULL
into column IsAcknowledged".
|
RELEASE 1.8.700.27 1/22/2015
|
|
1/20/2015
|
Purchase Order
|
Since 1.8.700.26, the eOrder
included a blank XML tag that may have caused errors in vendor processing of
the eOrder.
|
RELEASE 1.8.700.26 1/14/2015
|
|
1/12/2015
|
Purchasing Wizard
|
Fixing range check error when using the Ship to
Address button to choose a warehouse when creating a new item list.
|
|
1/12/2015
|
Company Setup
|
Edit/Save/Undo/Close buttons were not aligned to
the right side of the form.
Made the form sizeable to allow long invoice note
values to display.
|
|
1/12/2015
|
Account Register
|
Allow check remittance report to be printed to a
PDF file.
|
|
1/7/2015
|
Purchase Order - eOrder
|
Generating an eOrder
would take a really long time, up to several minutes, on very large
databases.
Sort has been modified to show distribution items
in the same order as the splits on the screen (when including distributions
in the eOrder).
LineID has been removed,
use LineNo instead.
|
|
1/5/2015
|
Payroll Manager
|
When modifying payroll period end date, the next
period created might get generated as a one day period depending upon the day
of the week that the period ends on.
Attempting to modify the end date to something else was resulting in a
"Date is less than minimum" error.
If a period end date was modified in a non-current
payroll period so that the next period would get generated as a one day
period that selection was not showing up in the period selection window,
making it impossible to get that period selected.
After modifying a period end date, it was likely
that a "Failed to set calendar date or time" error might occur
later on when using the popup calendar date selection form.
When modifying a payroll period end date, allow a
short payroll period to be extended out through to the next period end date
|
|
1/5/2015
|
Location Details, Billing Account Details
|
Using a '~' character in a location or billing
account name was causing the program to get confused when attempting to determine
the ID for the linked account or location.
The parser now looks for the '(~' character combination in the linked
entry, instead of just the ‘~’, in order to be more selective.
|
|
1/5/2015
|
Invoice Tracking
|
Tracked invoice numbers used on sales estimates
were matching up to deployed invoices in invoice tracking, but not
reconciling and closing. They will now
reconcile/close, as well as unreconcile when
necessary.
Allow sales estimates to show in the Not Tracked
grid view.
Show Locked status of sales estimates in grids.
|
|
1/5/2015
|
QuickStart
|
For some new companies, attempting to save company
setup information in QuickStart was failing with
the ODBC error, "There are fewer columns in the INSERT statement that
values specified in the VALUES clause".
|
RELEASE 1.8.700.25 12/29/2014
|
|
12/22/2014
|
Merge/Delete Utilities
|
Set locks on records as they are selected to make
sure that other users are not performing other activity on the accounts being
merged or deleted.
|
|
12/19/2014
|
Department Conversion Utility (Department Mapping)
|
The conversion utility was omitting the department
that had been recorded in inventory transactions for any inventory overflow
amounts.
|
|
12/18/2014
|
Invoice Pay Base Split
|
When splitting pay base among multiple employees,
depending upon the pay base amount and how the amount was allocated among the
employees, on occasion, a rounding problem could have cause a failure to save
with the message "You must allocate the entire pay base", even
though the pay base was allocated at 100%.
|
|
12/9/2014
|
Job Summary Analysis Report
|
When grouping the report by Lead Source Type, the
drill down into the group would show all jobs in the report instead of just
the job for the selected Lead Source Type.
|
|
12/9/2014
|
Purchase Orders
|
Added fields to the eOrder
XML: JobNo, Customer name and address, and line
item unique ID.
Also ordered the items same as a printed PO.
|
|
12/8/2014
|
Manager Forms
|
Most manager forms were only allowing "begins
with" (xxx%) wildcard searches on text
filters. These were updated to also
handle "contains" (%xxx%) and "ends
with" (%xxx) matching.
|
|
12/8/2014
|
Call Taking
|
Cleaned up some inconsistencies with size and position
of the red boxes that indicate required fields in call taking.
|
RELEASE 1.8.700.24 12/5/2014
|
|
12/3/2014
|
Job Manager
|
Fixed the cancel old backlogged jobs menu option so
that it will successfully cancel old jobs.
|
|
12/3/2014
|
GPS Providers
|
Renamed the original Fleetmatics
provider to Fleetmatics (deprecated) as they will
be moving everyone over to their new REVEAL platform and retiring the old
platform.
Renamed the NavTrak
provider to NavTrak (retired) as the NavTrak fleet management web service has been shut down
by the provider and is no longer available.
|
|
12/2/2014
|
Printed Invoice
|
Lengthy work done or work suggested notes would
overlap note / note 2 on paid invoices when printing note / note 2 on paid
invoices.
When printing paid invoices there was some
unnecessary space after the item detail and before the invoice totals.
|
RELEASE 1.8.700.23 12/1/2014
|
|
12/1/2014
|
Printed Invoice
|
Since 1.8.700.21, on fully paid invoices only, invoice
note and note 2 were printing in the middle of the page and overwriting
invoice line items or the invoice total lines.
Made printing of invoice note and note 2 optional
for paid invoices. Select this option
in company setup if you require these notes to be printed on paid invoices
(useful when including state regulatory information in the notes).
|
|
11/19/2014
|
Agreement Manager
|
The Unposted (UNP) filter
in the Invoices view of the Agreement Manager would continue to include
invoices that had XCharge enabled payment reference
information, had been posted without payment, and paid later on through
receivable cash receipt.
|
RELEASE 1.8.700.22 11/18/2014
|
|
11/18/2014
|
Account Register, Export ACH Transactions
|
Added the Originator Short Name and Originator Long
Name (fields 37 and 38) to the Citibank Canada Direct Pay export file for
vendor payments. Also removed an
extraneous '01' in field number 43 for this format.
|
|
11/18/2014
|
Payment Remittance Report
|
Added company name (From) to the heading in the
payment remittance report.
|
|
11/17/2014
|
Job Cost Analysis Report
|
Added the ability to filter/sort/group by Project
Number, available when project jobs (project phases) are
being included in the report.
|
|
11/17/2014
|
Renewal Notices
|
Rearranged the layout a bit to make more room for
equipment fields. Truncation of values
(equipment type, model number, and serial number) should occur much less
frequently.
|
|
11/14/2014
|
Agreement Deferral Analysis Report
|
Modified to improve report performance, as much as
50% faster on large databases.
|
RELEASE 1.8.700.21 11/14/2014
|
|
11/14/2014
|
Employee Pay Base Splits
|
Due to rounding issues, recalculation of pay base
split amounts based upon the calculated split percentages may have resulted
in incorrect changes to the split amounts resulting in them being out of
balance with the pay base total.
|
|
11/13/2014
|
Billing Account
|
When creating a new carbon copy location for a
billing account, copy address correctly depending upon whether an alternate
address is currently in use.
|
|
11/13/2014
|
Location Form
|
Fixed phone number comparisons when comparing
location to the billing account for carbon copy differences. Phone extension differences were not being
reported. Phone1 differences were
being reported incorrectly when the billing account was currently using an
alternate address.
|
|
11/11/2014
|
Billing Account Details
|
Using the Undo button to cancel billing account
edits after modifying the Use Alternate Address checkbox could have resulted
in the loss of either the primary or the alternate address values.
|
|
11/10/2014
|
Agreement
|
When editing an agreement, the software was issuing
an unnecessary error when switching the agreement type from a fixed, prepaid
agreement to a perpetual agreement type.
When using the 'Days for agreement billing' feature
in Company setup, when entering a new periodically billed agreement, a
January 1900 date may have showed up in the Bill Start Date field temporarily
until the agreement start date was entered.
|
|
11/10/2014
|
SWAPI
|
The look up by city/state/zip in LocationInfoUpdate was not handling the situation in
Canada where the city/state/zip reference book may be set up with only the
initial 3 characters of the postal code resulting in new locations without
Zone or Tax Code reference.
|
|
11/8/2014
|
Event Log
|
The AddlInfo notes cannot
be printed using the Print Grid option in the Event Log. When the print grid dialog comes up, AddlInfo can be added to the list of selected fields if
desired.
|
|
11/4/2014
|
GPS Setup
|
Added Fleetmatics REVEAL
to the list of supported GPS providers.
|
|
11/4/2014
|
Printed Invoice
|
Invoice Note / Invoice Note 2 were not printing
when the invoice had been paid. Many companies are using these fields for
required regulatory information.
|
RELEASE 1.8.700.20 10/24/2014
|
|
10/24/2014
|
Invoice List Report
|
Under certain circumstances, the Invoice List
Report would begin to duplicate invoices in the report.
|
|
10/23/2014
|
Pay Bills - Credit Cards
|
Changing the Pay From Account to a bank account
that is not the default checking account is now possible
|
|
10/22/2014
|
Technician Productivity Report
|
Eliminated the Invalid Floating Point Error when
running the report which would occur after importing miscellaneous piece rate
wages to the invoice and not adding any hours for the invoice line item.
Cleaned up some misaligned controls on the report
interface screen
|
|
10/21/2014
|
Vendor EFT Payments
|
Improvement to subject line on EFT payment email
notifications to make it acceptable to the majority vendors
|
|
10/20/2014
|
General Ledger Setup
|
Modified to show subaccounts ordered in a
consistent fashion (alphabetically).
|
|
10/20/2014
|
AR Invoice - Enter Cost
|
Set item detail description to the pay item description
when importing miscellaneous wages (labor) or commissions
Added shortcut keys for import miscellaneous wages
(CTRL+SHIFT+M) and import commissions (CTRL+SHIFT+I)
|
|
10/20/2014
|
Sales Invoice Items Report
|
Added filter to include (or exclude) items from No
Charge invoices in the report (similar to existing filter in Sales Invoices
Report).
Added filter to allow only items from No Charge
invoices to be included the report (similar to existing filter in Sales Invoices
Report).
|
RELEASE 1.8.700.19 10/13/2014
|
|
10/13/2014
|
Company Setup, Invoices, Statements
|
Increased sizes of the fields available for custom
notes on invoices and statements, including TaxID,
Invoice Note, Invoice Note 2, Statement Note, and Statement Note 2 Space was too limited for the requirements
of some states in terms of required disclosures or the number of license and
registration numbers required.
|
|
10/10/2014
|
Pay Base Import
|
Corrected the pay base import so that it now
determines the payroll period by Pay Base Date and not Invoice Date.
Corrected the pay base import so that it no longer
allows importing into a verified period.
|
|
10/10/2014
|
Sales Invoice Items - Pay Base Report
|
Implemented effective hourly rate calculation per
employee pay base split which allows for meaningful group and final totals to
be included.
Implemented the Summary Only option for the Pay
Base Report which hides individual line item details.
|
RELEASE 1.8.700.18 10/4/2014
|
|
10/2/2014
|
Pay Base Split Form
|
There was an overlap of controls on the form that,
on some systems including the ASP, would partially obstruct the displayed
employee code.
(MS-Access only) Employees that had been unassigned
from a job would sometimes get stuck and not get removed from the invoice pay
base splits by the system.
|
RELEASE 1.8.700.17 9/30/2014
|
|
9/24/2014
|
Location / Billing Account
|
Previously, only name and address were evaluated
when comparing a carbon copy location to its billing account for
differences. This would allow other
carbon copy information - phone numbers, email address, contact - to be
modified on the billing account, then without warning when the location was
modified, the billing account changes would be replaced by the carbon copy
location information. The system now
provides proper warnings when any carbon copy information has been modified
on the billing account.
|
|
9/22/2014
|
Call Taking
|
After aborting a new service call, the call taking
indicators would flicker until the next call was started.
|
|
9/19/2014
|
Email Cleanup Utility
|
Stopped the utility from reporting one letter
domain names as invalid (i.e. q.com).
|
|
9/18/2013
|
Call Taking
|
NoEmail checkbox was not
being updated onto carbon copy accounts
Fixed bug with required indicator for lead source
type not hiding/showing appropriately
|
|
9/18/2013
|
Location Form
|
NoEmail checkbox was not
always being updated from location to carbon copy accounts
Disabled email validations during carbon copy
process (not necessary to revalidate).
|
|
9/18/2014
|
1099-MISC report
|
Added 2014 1099-MISC category definitions (same as
2013).
|
RELEASE 1.8.700.16 9/9/2014
|
|
9/9/2014
|
Vendor Invoice
|
Since build 1.8.700.15, sales tax could not be
manually overridden on the vendor invoice.
It would revert back to the calculated value.
|
|
9/4/2014
|
Account Register, Vendor Payments
|
Fixed the order remittance items are printed on various
reports for consistency. Remittance
items are now always printed in date (invoice date, adjustment date, etc.)
order on all reports. Items with the
same date will be printed in the order they were entered into the system.
Reports modified include...
- check stub
- remittance
report
- remittance
items in debit and credit card export files
|
RELEASE 1.8.700.15 9/3/2014
|
|
9/2/2014
|
SWAPI
|
Added WarrantyNo field
from the Warranty table to LocationQuery, EquipmentQuery, EquipmentListQuery
and WarrantyQuery responses.
|
|
8/29/2014
|
Vendor Invoice
|
Sometimes attempting to post a vendor invoice would
fail with 'Debits and credits don't match' error. This would occur when a receipt was created
from a purchase order, the purchase order has an item split between different
warehouses or departments, tax was being added to the item, and the received
quantity on the line item was either being changed to zero, or starting to be
changed to some other quantity but then reverted to the original amount from
the distribution form. The receipt
would post without error, and the error would occur when attempting to post
the vendor invoice. A calculation that
was sometime skipping calculation of the tax was corrected.
|
|
8/29/2014
|
SWAPI
|
In ReceiptCreate and ReceiptUpdate, make sure that tax on receipt items (when
taxable) is being calculated.
|
|
8/27/2014
|
General
|
Fixed error starting SuccessWare21 on Windows 2000
(and earlier operating systems) about a missing function in kernel32.
|
|
8/27/2014
|
Email Appointments
|
Fixed incorrect UTC date/time when sending e-mail appointments
(iCalendar attachments) when the company is
configured for a different time zone than the host system (for example,
companies on the ASP that are in Central, Mountain, or Pacific time zones).
|
|
8/27/2014
|
SWAPI
|
Added the Comment field to the time card punch
command for non-job related time (TCPunch), in
order to allow for a technician in the field submitting time via hand held
devices to enter a comment regarding his non-job related time.
|
|
8/25/2014
|
General
|
For clarification purposes, the term "call
center" has been changed to "call center (dispatch)" wherever
it referenced in form captions, menu options, button captions, etc.
|
|
8/25/2014
|
Pay Base Import to Miscellaneous Wage
|
The option to select all for import was taking a
rather long time, particularly for those companies with a lot of
employees. The 'select all' speed has
been improved dramatically.
|
|
8/22/2014
|
Pay Base Import to Miscellaneous Wage
|
The import process was always requiring the ability
to override employee payroll locks regardless of whether employees were
locked or not.
The import process was not allowing an import for a
locked employee under any circumstances.
This is now allowed by an employee with the proper abilities - i.e.
the ability to Process Payroll, or Override Payroll Employee/Period Locks.
The user will be prompted whether to continue if any employees are locked.
|
|
8/22/2014
|
Pay Base Form
|
For convenience, if a default piece rate pay item
for payroll has not been set, the default value can now be set from the Pay
Base form. If payroll is active, the user must have payroll setup ability.
|
RELEASE 1.8.700.14 8/21/2014
|
|
8/20/2014
|
AR Invoice, Pay Base Import
|
Corrected several problems when using the ‘extra
checks’ option in payroll reconciliation.
-When attempting to import timecard entries to
labor cost, the error ‘Subquery returned more than one value’ would occur.
-When importing pay base to miscellaneous wages,
pay base entries would be duplicated.
|
|
8/19/2014
|
Pay Base Import to Miscellaneous Wages
|
Occasionally a pay base could fail to import with
'String or binary data would be truncated' error.
|
|
8/13/2014
|
AR Invoice
|
If the job for the invoice did not yet have any
assignments, attempting to open Employee Pay Base would fail with 'Parameter
object improperly defined' error.
|
|
8/13/2014
|
Comm Center
|
When sending a new message (non-job message), there
was an empty blank line at the beginning of the message that would have to be
manually deleted out.
|
|
8/13/2014
|
Customer History
|
When viewing a job in customer history, if the job
had more that about 90 invoices the error 'Invalid blob handle in record
buffer' would occur.
|
|
8/13/2014
|
Agreement
|
Make event log entries for make converted
agreement, commit converted agreement, and uncommit
converted agreement.
|
|
8/12/2014
|
AR Invoice Payment
|
The Pre-Authorization Code field was not wide enough
on the screen to show a typical pre-authorization code in its entirety.
|
RELEASE 1.8.700.13 8/8/2014
|
|
8/8/2014
|
AR Invoice
|
Line item retainage can now be a negative number in
order to reduce retainage for credit line items.
|
|
8/7/2014
|
General
|
In build 10, a modification to the data type for
the email group notes field would fail for SQL 2000 users. The corrected
database update is being re-issued in this build.
|
RELEASE 1.8.700.12 8/6/2014
|
|
8/5/2014
|
Report Gallery
|
The "M"arketing
icon was missing from the Warranty List report.
|
|
8/4/2014
|
Payables Manager
|
Include inactive vendors in the Accounts view, inactive vendors are filtered out by default. Prior
to this change, when using the vendor approval feature, it was not possible
for an approver to find and approve a vendor modification that included
reactivating a vendor.
|
|
8/1/2014
|
ACH Payments
|
When making ACH payments and emailing remittance to
vendor, the vendor check memo is now included in the body of the email. Some vendors will not accept ACH payments
unless the account number with the vendor is referenced.
|
|
8/1/2014
|
Check Register Report
|
Added the ability to filter down to miscellaneous receipts/payments
only.
|
|
8/1/2014
|
Sales Invoice Items Report
|
Under the pay base report option, added an
additional option to suppress zero employee pay base splits.
|
|
8/1/2014
|
Vendor Details
|
When using the vendor approval process, changes to
CC Export Enabled were not being saved.
Also, a change in payment queue to Credit Card was displayed in the
pending changes review as Credit (but was still being updated properly when
changes were accepted).
|
|
8/1/2014
|
Vendor List Report
|
When using the vendor change approval process and
running the report by Last Approved, vendors approved on the last date of the
form/thru date range were being excluded from the report. Cleaned up modified and approved date
values. No time is stored for consistency.
|
|
8/1/2014
|
Vendor Invoice
|
On occasion, on a receipt/invoice created from a
PO, a line item might have showed a job number, but the job links behind the
scenes were not intact causing problems such as in attempting to calculate
project invoice retainage. The problem
would occur if the PO had a job number in the header, but a line item on the
PO did not.
|
|
7/31/2014
|
Sales Invoice Items report
|
There was a large block of empty space in the middle
of the form, sometimes causing the bottom of the window, and buttons, to get
hidden behind the task bar.
|
|
7/31/2014
|
SWAPI
|
SWAPI would allow requisitions to be created for
inactive warehouses. The lookup of
warehouse by vehicle number might have resulted in the old inactive warehouse
after a warehouse was deactivated and the vehicle number assigned to a new
warehouse.
|
|
7/30/2014
|
Requisition, Return, Warehouse Transfer, Warehouse
Adjustments
|
A flaw in the data validation routines could have
caused an endless looping of validation failure messages in the case where an
invalid entry had been made and Undo was selected while still focused on the
control with the invalid entry.
|
|
7/29/2014
|
SWAPI
|
Make task notes available to external applications
in PricebookTaskQuery response
Set task notes on invoice from task setup on
invoice items submitted from the field.
|
|
7/29/2014
|
AR Invoice
|
If Employee Pay Base total was edited for a line item,
the displayed pay base amount below the item grid was not refreshing to show
the updated amount.
|
RELEASE 1.8.700.11 7/25/2014
|
|
7/25/2014
|
General
|
(Only when using SW21Keys Caller ID interface) If SW21Keys
would fail to launch for some reason, SuccessWare®21 was also
terminating. SuccesWare(®21 will now
continue to run without SW21Keys.
|
|
7/24/2014
|
Project Invoices / AIA Application Number
|
The application number being printed now shows in the
AIA report print dialog.
The AIA Application Number has been added to the
Project Billing Grid for reference.
Changes were made in the way the next application number is generated which
should reduce the probability of number sequence problems.
An option has been added to the Project Billing
Grid that will allow starting with an application number other than zero
which can be used in the case of open balance projects.
A “Fix” option has been added to the Project
Billing Grid that will allow the AIA application number sequence to be
rebuilt in case they had been generated out of sequence.
|
|
7/24/2014
|
Payables
|
Corrected a rare situation where a posted or
adjusted vendor invoice could become out of sync with payables and general ledger
posting for the invoice. The
correction also fixes similar discrepancies that might occur when posting (or
adjusting) in other modules.
|
|
7/24/2014
|
Vendor Part Import
|
Import was failing with “access violation” errors
when either option “Update prices for vendor part items” or “Add new vendor
part items when necessary” was selected.
|
RELEASE 1.8.700.10 7/22/2014
|
|
7/21/2014
|
Cost Adjustment
|
Added item category and item group to the grid in
Cost Adjustment Item Review.
|
|
7/21/2014
|
Vendor List Report
|
When leaving date range blank (to report all
vendors), the report was not finding any vendors and reporting "Nothing
to report".
|
|
7/18/2014
|
X-Charge
|
(LAN only) When SuccessWare21 is cannot determine the
Domain or Network group membership it will use an alternative method to allow
XCharge processing to potentially work with
multiple workstations. Even so, XCharge still requires a consistent setup across all
workstations on the network.
|
|
7/18/2014
|
AR Invoice, SWAPI ARInvoiceUpdate
|
Corrected discount calculations that, due to
rounding errors, on occasion would result in a discount amount that was off
by a penny or so.
|
|
7/18/2014
|
Call Taking
|
For “other” calls, email address is not required nor
is checking the “no email” option.
|
|
7/16/2014
|
Comm Center Group Setup /
Employee Form
|
Inactive employees can no longer be included in
email groups.
Employee Setup Form
Saving an employee as inactive will remove them
from any email group they belong to.
|
BETA RELEASE 1.8.700.9 7/15/2014
|
|
7/14/2014
|
Wage Source Report
|
Some columns were not totaling correctly when there
were timecard entries between regular and overtime/premium.
|
|
7/14/2014
|
A/R Invoice
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On occasion, when posting an invoice the system
would mistakenly report that 'pay base splits for one or more items have not
been fully allocated at 100%' and the invoice would not post. One situation where this seemed to occur
was after adjusting a previously posted invoice.
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7/11/2014
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Location Details, Billing Account Details
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When editing existing locations and billing
accounts, it will no longer be necessary to make a decision on entering an
email address or selecting the "No Email" option. It may not be possible to make that
decision if you are not currently in contact with the customer.
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7/9/2014
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X-Charge
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(LAN using Workgroups only) When SuccessWare21 is
participating in a network workgroup it will now be possible for all the workstations
in the workgroup to use X-Charge.
After installing this update, X-Charge will need to be re-activated
using the XCharge Setup Wizard to recognize new
settings.
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7/9/2014
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Tech Page Email & Tech Appointment Email
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Fixed problem with the system adding multiple empty
ReplyTo addresses when sending multiple
appointments.
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BETA RELEASE 1.8.700.8 7/6/2014
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7/3/2014
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Sales invoice Items Report
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Group and final totals were sometimes being
misreported.
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7/3/2014
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Sales Invoice Items Pay Base Report
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Group and final totals were sometimes being
misreported.
Added a column for the percent of the item pay base
for each employee.
Added a column for the amount of the item sale attributable
to each employee based upon the percentage of pay base allocated.
Identify the primary technician using an asterisk
(*) in front of the employee code.
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7/1/2014
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Job Scorecard Report
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Modified the report to exclude any non-tech /
non-subcontractor employees.
Previously the report was showing office employees hours worked if
their time is being tracked in the timecard.
Added company name to report header.
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7/1/2014
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SWAPI
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Modified CompanyQuery to
include fields indicating whether a company is active, and if it is enabled
for the connected agent.
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6/30/2014
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Comm Center
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Corrected the ‘CompanyName
Field not Found’ error when accessing the form with the Job Subject Option of
“Customer Name" selected.
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6/27/2014
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Downloaded updates
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(LAN only) Included the latest client install files
in the updates downloaded via Check For Updates.
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6/26/2014
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Emailed appointments
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When using Microsoft Outlook to receive appointments from
the Comm Center you may not be able to add
appointments to the calendar if the organizer of the appointment is the same
as the recipient. The Comm Center now detects this condition and includes a
notification in the email and appointment for the organizer receiving the
appointment, including information on this condition and how to work around
it.
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BETA RELEASE 1.8.700.7 6/25/2014
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6/24/2014
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Email Addresses
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Corrected a bug that was preventing a semicolon
separated list of email addresses from being saved as part of a location or
billing account.
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6/24/2014
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Vendor Invoice Form
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Corrected the bug in which retainage line items
were being misreported as out of balance when attempting to post the vendor
invoice.
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6/24/2014
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Job Form
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When creating a new job in the Job Form for a new
location customer, the Lead Source Type was not being copied over from the
customer to the job. This has been corrected.
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6/24/2014
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Vendor Change Approval
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Corrected an issue where under certain
circumstances a “permission denied” error might occur and pending changes
would be discarded when attempting to approve changes.
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6/24/2014
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Lead Source Reference Book
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Allow the lead source reference book to be reset for
lead source type confirmation in order to apply new changes to historical
data. This may be done for lead sources individually or for the entire book
at once.
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6/23/2014
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Comm Center
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Inactive employees were showing up in the list of
employees in the Comm Center.
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6/19/2014
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Inventory
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Corrected an issue that was occasionally causing
the value on part tags part to become corrupted. The issue occurred on some
occasions when excess parts had been purchased or requisitioned and some of them
later returned.
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BETA RELEASE 1.8.700.6 6/17/2014
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6/17/2014
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Initial Beta Release
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