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Concept Guides and Additional Documentation

SWAPI Summary for 1.9.5.x

Fixes in 1.9.5.x

SuccessWare®21

What’s New in 1.9.5.x

Latest Build: 1.9.500.30; 9/4/2018

What’s New in 1.9.500.30

· Job Manager – Added a Customer PO Number search and also added Customer PO Number to the grid for viewing and sorting purposes.

· Bank account register, register item review – In addition to being able to edit a check number on a posted check payment, now the reference number on other forms of payment can be edited as well.

· Main menu – Added 'Phone Call Review' menu option under Customer Service category. A button can also be added permanently to the toolbar using ‘Customize’.

· Agreement – Added a new indicator and status message to the agreement form showing when an agreement has been activated but is not yet active due to a future start date. The agreement will show a dark green check mark, instead of bright green.

What’s New in 1.9.500.24

· Customer History – Phone calls other than Concern calls can now be viewed in the (F5) Customer History screen. Click on the button on the Concerns grid title header to change the type.

What’s New in 1.9.500.21

· Recurring payments for taxable agreements – Due to a bug in an earlier beta test version, the ability to create off-line recurring payments for taxable agreements had been temporarily disabled. The feature has now been reintroduced. If there are any taxable agreements eligible for this feature you will be notified the next time you use periodic billing in the Agreement Manager.

What’s New in 1.9.500.14

· Inventory Physical Count, Partial Warehouse Counts – When creating a physical count in the warehouse adjustment form, the user is now presented a dialog allowing them to choose which items to include in the physical count. The selection can be either all items or a subset of items in the warehouse. This feature is particularly useful where it is not feasible to count a large number of items all at one time and some form of cycle counting is needed in the warehouse The physical count can be created to include:

o All stock items in the warehouse

o items for a specific category or group

o items for a specific bin, or range of bins using a wildcard search

What’s New in 1.9.500.13

· Customer Invoices – There is now an option to show added tax with the state and local breakdown (GST and PST breakdown in Canada) on invoices printed from the system. If it is a requirement in your state or province to show this breakdown to the customer, you can make this configuration change on the Invoices and Statements tab of Company Setup - go to “21” Main Menu > Setup > Company.

What’s New in 1.9.500.5

· Job Notification Messages – A feature has been added that will prevent large numbers of old job notification messages for booked appointments, appointment reminders, dispatched, and job close notifications from being sent out in rare cases when the job notification service might not have been functioning correctly for a significant period of time. You may configure what the system considers old in Job Notification Service Options by selecting “21” Main Menu > Setup > Communications > Setup > Job Notifications > Service Options…

What’s New in 1.9.500.2

· A/R Credits & Refunds - SuccessWare®21 can process credits and refunds, for additional information click here

· A/R Credits Reporting - KPI’s have been added to allow reporting with credits taken into account. In addition, some of the invoice scorecard and KPI names have been changed, to see which ones click here

· Additional Payment Processing Features have been added to SuccessWare®21, for additional information click here

o Bank Account Transactions - SuccessWare®21 now has the capability to process online sale and refund transactions directly from the customer’s bank account

o Recurring Payments – you can create an online recurring payment for your periodic billing agreements

o Voiding – if you make a mistake with an online payment you can void it from within SuccessWare®21

o Pre-authorization – Customer credit cards can be authorized from the alias capture/processing wizard.

· Bank Reconciliation – SuccessWare®21 can help you reconcile bank account items by automatically clearing transactions via a file you download from your bank, click here for more information.

· Cash Box Reconciliation – SuccessWare®21 can help you reconcile cash box items (undeposited funds) by automatically clearing settled transactions from your payment processor, click here for more information.

Fixes made in 1.9.5.x

DATE	MODULE / FORM		DESCRIPTION
RELEASE 1.9.500.30 9/4/2018
9/4/2018	Job Manager	Added a Customer PO Number search. Added Customer PO Number to the data grid. Made the form wider to accommodate the additional search field making Address and Customer PO Number visible in the grid without scrolling.
8/31/2018	Purchase Order Item Status report	Moved JobNo and Warehouse to expanded detail line and added Department. Because of this change, expanded detail will be checked by default.
8/31/2018	Customer Refund	All customer refund payments were being identified with a 'CHECK' transaction code for register reporting purposes. This has been modified to properly report ‘CHECK’ for check transactions only, 'DEBIT' for funds transfer refunds from a bank account, or 'CREDIT' for any other refund payment (cash or credit card) from a cash box (undeposited funds) account. The Post button would not enable properly in the customer refund form if there had been no default checking account specified in account register setup. Now the default checking account must be set up before making any refunds. The Print button is now disabled when refund is being made by any method other than 'check'.
8/31/2018	Register Item Review	In addition to being able to edit a check number on a posted check payment, now the reference number on other forms of payment can be edited as well.
8/29/2018	Pay Bills, Check Queue	If the check memo field was modified during check preparation in the check queue screen, the change was being reflected on the printed check, but the general ledger entry was showing the default check memo value from the vendor. General ledger will now also reflect the modification made in the check queue.
8/29/2018	General Ledger	Transaction description has been changed from 30 to 35 characters to match length allowed when making Journal Entries.
8/29/2018	Trial Balance Report	Cleaned up appearance of some of the labels.
8/28/2018	Purchase Order, Vendor Invoice, Whse Requisition, Whse Return, Whse Transfer, Whse Adjustment	If there were two similar expense types, one value contained within the other, such as 'EQUIP' and 'EQUIPR' when an item number that was tied to the 'EQUIP' expense type was entered, the expense type lookup would pop up for selection between the two values. The expense type that is attached to the item is now automatically used without user prompting as originally intended.
8/27/2018	Change Password	Fixed access violation that would occur after changing password.
8/27/2018	Cash Receipt	If the Cash receipt form was opened with a specific customer already selected then switched to Miscellaneous, the originally selected customer was still being assigned onto the processing transaction log record.
8/24/2018	Vendor Invoice	When using Set All Zero or Set All Expected, the software would visually iterate through each item as it performed this action. Disabled this behavior.
8/23/2018	Main Menu	Added 'Phone Call Review' menu option under Customer Service category. A button can also be added permanently to the toolbar using ‘Customize’.
8/23/2018	Call Calendar	The background and font color selection for the selected day in the Call Calendar in the Call (Dispatch) Center mad the call count and hours information difficult to read. The selected day now just displays with a box around it.
8/23/2018	Agreement	Added a new indicator and status message to the agreement form showing when an agreement has been activated but is not yet active due to a future start date. The agreement will show a dark green check mark, instead of bright green.
RELEASE 1.9.500.29 8/22/2018
8/22/2018	Call Calendar	When filtering for employees, previously the count would include non-call related assignments as well as counting multiple assignments on the same call separately. The count now only includes call-related assignments as well as only counting distinct calls.
8/21/2018	Customer Statement - Balance Forward	Fixed bug that would exclude deposits applied during the statement period and refunds from the totals and amount due.
8/20/2018	Reports	Fixes to prevent possible message "report not registered" from reports from datasets that are created and generated on the fly.
8/20/2018	General	Changes to prevent occasional set focus errors If a database transaction was interrupted additional information will be output in the event log to attempt to trace the message that interrupted the transaction.
8/17/2018	AR Invoice	When choosing the option to close a completed job when posting the invoice, no agent message was being generated to alert interested third party applications (Podium, PulseM, etc.) of the Job Close event.
8/15/2018	Cash Receipt Form	Fixed the “UserDefined1 Must Have a Value” error when processing a miscellaneous cash receipt via OpenEdge (XCharge).
8/14/2018	SWAPI	AccountListQuery - Billing accounts can be queried for general billing accounts (IsGeneral). The resulting response dataset also identifies whether accounts are general accounts or not.
8/9/2018	Call Center (Dispatch)	When right-clicking on an assignment, the menu would sometimes be slow to open. Added an index to improve the performance of the query causing this slowness. Also added a condition to this query to ensure messages from a tutorial database would not be confused with messages from a live database.
RELEASE 1.9.500.28 8/6/2018
8/3/2018	Call Taking, Location, Job	It was possible for the entry of a valid lead source code to fail with 'Lead source not found' message. This error could frequently occur in Call Taking when using SW21Keys and DNIS (dialed number) for automatically setting the lead source for the call.
8/3/2018	Invoice Scorecard	Invoices with no line items were often included in the Diagnostic Only counts. There must be at least one diagnostic line item on the invoice and no other line items in order to be included.
8/2/2018	Customer Refund	Refunds issued to check will now show the check number in the reference column instead of just ‘Check’. Fixed error "Bank account is required for MICR checks..." when printing refund checks to blank check stock.
7/31/2018	Payment Processing	Attempting to eliminate the double access violation errors when some users launch payment processing wizard. If the errors are still occurring they will be silently logged so we can continue to investigate the issue without disturbing the user.
7/31/2018	Customer Credit Memo	Under certain conditions, creating a credit memo from the Receivables Manager would create a non-functioning credit invoice lacking a Location ID. This situation will be caught and prevented.
RELEASE 1.9.500.27 7/30/2018
7/24/2018	Grid Reports	Restored modal operation of the grid reports dialog so that the dialog is still available for use after previewing the report. However, the modeless preview has been retained. Added missing grid report in Communications Message Review. Fixed "Report is not registered" message when printing a grid report from the Agreement Manager.
7/17/2018	Agent Custom Messages	Custom messages (PulseM disable/enable bio/pulsecheck) often had the wrong JobNo value included in AddInfo.
7/17/2018	SW21 Main Menu	Added Master ID, company number, and company name to main menu for reference. Removed old user forum link.
7/16/2018	Agreement Manager	Added 'Tax' column to agreement views to indicate whether the agreement is taxable. Added 'TotalBeforeTax' and 'TaxAmount' columns to periodic invoices view.
7/16/2018	SuccessWare21 Maps	Distance, Time, and ETA are no longer auto-calculated indiscriminately. Distance and time data between locations on the schedule are also now being cached. A refresh icon will appear where an ETA may be available and needs to be calculated. Click the “Calculate ETA based on…” button to refresh any missing ETA values. These enhancements eliminate unnecessary internet API calls improving performance of map loading, navigation, and refresh.
7/16/2018	SWAPI	For third party agents that use multiple server URL's for SWAPI message delivery, if delivery to one URL would fail, the messages to all URL's would be repetitively sent on each message delivery cycle until messages for all URL's succeeded. Now the system processes each URL individually and will properly handle success or failure of each URL separately.
RELEASE 1.9.500.26 7/13/2018
7/11/2018	SWAPI	New command <JobAssignmentAdd> to allow third party apps to add an assignment to a call for a job. New commane j<JobAssignmentRemove> to allow third party apps to unassign an employee from a call.
7/10/2018	Tax Code Edit Form	Validation was not allowing zero rates to be entered which is necessary for tax exempt tax codes Changing the tax code to another one that already existed would overwrite the other tax code with the first tax codes information. This is no longer allowed.
7/9/2018	General	Since 1.9.500.24, a 'Company data is currently in use' message might have occurred during the database version update process after installing a SuccessWare21 update. The check for a company lock file was looking in the company folder path for the wrong company (multi-company situation) so might not have detected a locked situation correctly. No informational message was displaying when logon could not proceed because of system or company lock file is in place.
7/9/2018	Customer History	Fixed bug that would cause the phone call grid to automatically revert back to Concerns when re-focusing customer history as the active form.
7/9/2018	Customer Form	Customer form was unnecessarily hiding when a grid report was previewed.
7/6/2018	AR Invoice	Disabled the modifying of discount information when an invoice is posted or marked ready to post.
RELEASE 1.9.500.25 7/5/2018
7/2/2018	Calls report	Added check box for 'Unassigned calls only' filter.
7/2/2018	Cash Receipt	Eliminated double prompting when using XCharge (OpenEdge) and performing a manual allocation of a payment and selecting Undo. The double prompting would allow the Undo to be canceled and continue with posting the payment even though the credit card charge had been voided through XCharge (OpenEdge) .
6/29/2018	AR Transactions Report	Since 1.9.500, the Deposits (DEP) checkbox had been hidden inadvertantly. Added this back as a visible filter option.
6/29/2018	SWAPI	New SWAPI command, EmployeeWorkScheduleQuery, returns work schedules for employees/technicians showing times employees are scheduled to start and end their day, similar to how work schedules are reflected in the SW21 Dispatch Center. Work schedules are constructed for a date range using weekly regular work schedules from Employee Setup along with daily adjustments from timecard Day Start/Day End entries.
6/28/2018	Customer Form	The menu displayed when clicking a phone number will now show the phone extension.
6/28/2018	Job Notifications	Fixed error ‘Field not found "JNCallCount"’ when attempting to send test emails for job notification templates.
6/27/2018	Payment Processing - Credit Card	Fixed broken 'Change Card' link in the payment processing wizard.
6/27/2018	Snap Shot	Visibility of financial information in the Snap Shot is now controlled by the Snapshot Financials user permission on the Accounting tab.
6/27/2018	AR Invoice Costing	Since 1.9.500, importing either commission or non-timecard labor cost to a negative line item had been reversing (negating) the cost being imported.
RELEASE 1.9.500.24 6/26/2018
6/21/2018	SWAPI	EmployeeQuery has been updated to include employee Job Title, Email, Pager Email, Phone, and Cell Phone. JobSchedule has been updated to allow updating of TimeSlot - 1=AM, 2=PM, 0=Anytime.
6/20/2018	Account Register	Fixing "range check error" when selecting transaction review for undeposited funds.
6/19/2018	Assignments report	Fixed bug where a lack of a schedule duration value on an assignment would result in the error 'Could not convert variant of type (Null) into type (Double)' when that assignment would be included in the report.
6/19/2018	Sales Summary	Fixed 'Couldn't perform the edit because another user changed the record' error when entering Work Suggested notes then moving to another tab.
6/19/2018	Communications Message Review	By default users cannot see messages other users generated except for those considered public communication classes. A new user permission has been added to allow a user to be able to view any user message. PDF's and message Resend is now only available when a user has the appropriate security to the message or attached report.
6/19/2018	Customer History	Phone calls other than Concern calls can now be viewed in the (F5) Customer History screen. Click on the button on the Concerns grid title header to change the type.
6/11/2018	General	Fixing possible problem with viewing F1 help file in hosted environment.
6/7/2018	Agreement Manager	Updated the Recurring column of the Periodic Invoices grid to display an X if the invoice is linked to a recurring payment
6/7/2018	Recurring Payments	Corrected the problem when logging a recurring payment transection if the recurring payment had been canceled on the same day as the periodic issue.
RELEASE 1.9.500.23 6/5/2018
6/4/2018	Payment Processing Daily Reconciliation Report	Removed payment processing transaction type events that do not affect the register accounts.
5/31/2018	Payroll Deferred Wages Report	Added 'Job No' column to the 'Summary of Deferred Premiums' area.
5/30/2018	General	(LAN) After recent Windows updates, F1 Help would fail to open the help topics.
5/25/2018	Quote Manager	Indicate in the grid whether quotes are locked or canceled Indicate in the grid whether proposals are locked Rearrange grids and column sizes for consistency and space efficiency Make form wider in order to show more relevant information in the initially visible columns in the grids Grids were not refreshing if relevant modifications were made by opening the job or invoice Format quote amount in the grid as currency
5/24/2018	SWAPI	MiscAssignmentQuery - new SWAPI command returns miscellaneous assignments for technicians. Miscellaneous assignments can be queried to supplement employee job/call schedules obtained using ScheduleQuery. ScheduleQuery - Now requires a parameter value to be submitted for at least one parameter.
5/24/2018	Account Register	In Transaction Review, widened 'Balance' column to allow for more characters.
5/24/2018	Purchase Order, Vendor Invoice	Previously changes to the width of the description column would revert back to its default width when clicking to a new line in the form.
5/21/2018	Purchase Order Status Report	Added checkbox that will allow the purchase order description to appear on the report. Fixed issues with text and xls data file export and added the file export button to the report interface.
5/18/2018	Sales Invoices Report, Sales Invoice Items Report	Added Reporting Job Class columns to the reports. Added Reporting Job Class to filter, sort, and grouping options.
5/18/2018	Sales Analysis Report	Added Reporting Job class to filters and to 'Item to Analyze' section.
5/18/2018	Employee List Report	Clicking on one of the date/calendar buttons without first checking the 'use hire dates' or 'use termination dates' boxes would produce a "cannot focus disabled or invisible window" error.
5/18/2018	Job	Added popup menu item to allow disabling PulseM PulseCheck and Bio simultaneously.
5/18/2018	SWAPI	Enabled call modified messages for Podium so that they are able to determine when a call is dispatched.
5/16/2018	General	(Hosted) Prevented errors from occurring when Single Sign-On users or SuccessWare Access users attempt to launch on an account that has had a SuccessWare21 update installed, but an account user has not yet logged on to perform the database updates.
5/7/2018	Call Abort Codes	Previously it was possible to create a duplicate code, which would prevent the user from editing it. Added a unique index to prevent a user from creating a duplicate code.
RELEASE 1.9.500.22 5/4/2018
5/03/2018	Invoice Form	When copying to an invoice from a quote with a negative unit price the system will switch the unit price to positive and the quantity to negative avoiding an error that was occurring when posting the invoice.
5/03/2018	Agreement Manager	When agreements that are eligible for off-line recurring setup display, the grid will now include a column showing the tax amount that will be added to the billing amount.
5/2/2018	Call Calendar (call center – dispatch)	AM/PM counts in the call calendar could be wrong if a job had been created with a PM timeslot, but later scheduled for an AM time on the dispatch board.
5/1/2018	Equipment	Increased the filter size field from 12 to 50 characters in order to accommodate multiple filters of different sizes.
5/1/2018	Vendor Invoice / Receipt	Line items related to a job would cause a job lookup form to show when using the Set All to Zero or Set All to Expected Options, and a response to the lookup would be followed by an application lockup.
4/27/2018	SWAPI	JobAdd has been updated to allow updating of TimeSlot - 1=AM, 2=PM, 0=Anytime - when a specific time of day is not being submitted. ScheduleQuery returns the TimeSlot setting - 1=AM, 2=PM, 0=Anytime - for each call/assignment.
4/27/2018	SWAPI	EmployeeQuery has been updated to include employee type and default department for each employee. New SWAPI command, EmployeeTypeQuery, returns a reference list of active employee types.
4/25/2018	Sales Invoice and Sales Invoice Items reports	Added Job Lead Source, Job Lead Source Type, Location Lead Source, and Location Lead Source Type to the reports.
RELEASE 1.9.500.21 4/27/2018
4/24/2018	GL Transactions Report	Since 1.9.400.29, transactions for finance charges would appear duplicated multiple times. Fixed the report to prevent this.
4/22/2018	Job Summary Analysis Report	When selecting Show Expanded Detail and grouping, and the grouping field had blank values - Reporting Job Class, for example - the group that has blank values was not showing the job detail records.
4/20/2018	Agreement Form	Reintroduced the ability to create recurring payment for taxable agreements
4/20/2018	Tax Codes	Tax codes are now modified from a new Edit Tax Code form. If the change is applicable to any recurring payments, the recurring payment will be canceled and a new one using the updated amount will be created.
4/20/2018	Invoice Form	Get the current status of the ACH payment submitted to XCharge before determining if it can be cleared
4/20/2018	Agreement Manager	Added a right-click menu option to open your ACH web portal Hid the Has Alias, Recurring ID and Recurring columns when payment processing is not turned on
4/20/2018	Agreement / Agreement Status	Moved Modify Next Billing Date action to the Agreement Status form where the Next Billing Date is displayed.
4/20/2018	KPI Reports	Fixed issue where some fields would not wrap to the next section of KPI reports or KPI dataset reports.
4/19/2018	Account Register - Credit Card reconciliation	Added 'Pmt Type' (payment type) to the grid. Removed unnecessary CHECKS filter. All references to deposits changed to pmts/credits. All references to withdrawals changed to charges.
4/17/2018	Sales Summary - Follow Up tab	When accessing the sales summary from a non-sales job, selecting an opportunity that was recorded on the job summary would result in the inability to edit the job due to an extraneous OPP_ID lock. The list that is built for opportunities on the Follow Up tab will no longer include an opportunity already recorded on the job summary for the same job.
4/17/2018	Call Center (Dispatch)	Fixed bug that would cause an apprentice to be positioned out of order and/or outside the correct group when Hide Apprentices was checked, there were groupings applied, and the apprentice had assignments.
4/6/2018	Phone Call Report	Added the count of OTHER type calls in the group and report totals. Group and Report totals will now show a count for aborted calls when filtering for no aborted calls or only aborted calls. Previously the 'Other' filter would restrict the report to only calls marked explicitly as 'other'. For consistency with the ‘Type’ column in the report, this filter will now restrict the report to calls that are not marked 'service' or 'concern'. OTHER type calls will no longer display a booked/resolved result
4/6/2018	Comm Center	Added the ability to include information about the employees assigned to the call, including employee codes, names, and email addresses.
BETA RELEASE 1.9.500.20 4/5/2018
04/04/2018	AR Invoice	Resolved an Access Violation error that occurred when processing an ACH payment Disallowed updating payment information to the associated agreement if the agreement has a recurring payment
04/04/2018	Cash Receipt	Add the ability to preauthorize from the Cash Receipt form
04/04/2018	Customer Refund	Resolved the issue of check number printing and void from the customer refund form. Check was printing with the default next check number rather than the check number entered by the user.
04/04/2018	Agreement	Added a right-click menu option to Change Billing Date for an active agreement
04/04/2018	Agreement Manager	Added a Has Alias column to the Billings Due View Shaded agreements with credit card payment information but no alias in red
3/29/2018	Email	Added a check to raise an error if attempting to email a report (or eOrder) without an attachment so the user can try again to get an email with the necessary attachment.
3/29/2018	Email	Fixed bug introduced in 195x where the customer opt-in/out preferences were not enforced when emailing reports such as invoices, statements, etc. Fixed bug introduced in 195x that normally prevents email under certain conditions from being sent.
3/28/2018	General	Fixed a scaling issue with status bars when large fonts are enabled in the desktop. For example, the last column for Weekly Hours in the employee timecard would not have been visible in the status bar.
3/27/2018	GL Transactions Report	Added 'Show Billing/Vendor Info' checkbox that will include customer and vendor information on an expanded detail line in the report. Added Billing No, Billing Name, Vendor No, and Vendor Name to sort/group by options. Added filters for Billing No and Vendor No
3/27/2018	Equipment	Install date and other installation related fields were being inconsistently disabled when Installed By Us was unchecked. There was really no need to disable them so they can now always be entered for any equipment whether Installed By Us or not.
3/27/2018	Equipment List report	Install date range will no longed disable when Service Customers Only is selected.
3/26/2018	Agreement	New images for the agreement list grid indicating a) expired fulfilled, b) expired unfulfilled, and c) converted uncommitted Added a label that shows the status of the selected agreement in words. Modified the agreement list query so that terminated agreements are always the last ones in the list.
3/22/2018	Agreement Deferral Analysis, Agreement Reserve Analysis	The report was including items from uncommitted agreements which would should not be used in reconciling to general ledger or for establishing GL opening balances. Added a radio button group to choose between excluding uncommitted agreements or viewing only the transactions for uncommitted agreements.
3/20/2018	Payment Processing Wizard	Credit cards can be authorized via an action link.
BETA RELEASE 1.9.500.19 3/21/2018
3/20/2018	Payment Processing Wizard	Credit cards can be authorized via an action link.
3/20/2018	Sales Summary	Added the payment information fields so that credit cards can be authorized from here.
3/20/2018	Receivables Manager	Added a view for viewing open credit card authorizations. Authorizations can be released here if they were not otherwise captured.
3/20/2018	Customer Refund	Corrected an issue in which the Payment Method dropdown is not always in synch with the selected register account.
3/20/2018	Agreement Form	Fixed the issue when changing the Payment Method to On Account in which the payment reference remained as the masked credit card number. Creation of recurring payments with XCharge is not allowed if the agreement is taxable.
3/20/2018	Agreement Manager	Added a recurring column to the Billings Due and Periodic Invoices view, as well as filters for that column Taxable agreements no longer appear in the Agreements Eligible for Recurring Payment list
3/20/2018	Agreement Reports	Billings Due - added a checkbox indicating if the agreement has a recurring payment. Agreements Due for Renewal - added a checkbox indicating if the agreement has a recurring payment.
3/20/2018	Management Comparison Report	The checkbox to include GL information in the report is now only available to users with the permission to view financial reports.
3/15/2018	AR Invoice	Since 1.9.300, if a project or agreement invoice with a payment had been posted and adjusted, the options in the AR Invoice Payments form for 'Update from Project' or 'Update from Agreement' were not available. As long as the payment was able to be adjusted with the invoice and the payment had not been processed via XCharge, these actions are now available and functioning again.
3/12/2018	Printed AR Invoice, Renewal Notice, AR Statement, Proposal	When not selected to print, company name and address would print from the preview if the report had been emailed prior to printing. Modified for consistency with position and size of company logo. Set company name control to height for two lines and wrap to a 2nd line so that the company name does not overlap the logo, or run off the end of the page in the case of a proposal. When logo is not printing, use the entire page width for company name to avoid wrapping onto a 2nd line when possible.
3/12/2018	Printed Proposal	Repositioned company name and address slightly on the proposal to allow some space between the logo and the name and address. Make consistent with the other printed forms and include the company address in addition to the company name when emailing the form to the customer.
3/7/2018	KPI Reports	Fixed bug so that data in trend reports is formatted properly.
3/7/2018	SuccessWare21 Maps	Several performance enhancements.
3/5/2018	AR Invoice	When clearing the payment for an invoice linked to a recurring payment the user is warned that unless they also cancel the recurring payment on the agreement that XCharge will still process this payment
BETA RELEASE 1.9.500.18 3/6/2018
3/5/2018	AR Invoice	When clearing the payment for an invoice linked to a recurring payment the user is warned that unless they also cancel the recurring payment on the agreement that XCharge will still process this payment
3/5/2018	Bank Reconciliation Form	Changes to make use of the screen to be more intuitive.
3/5/2018	Permissions	Users need the Payment Processing - Manage Recurring Payment permission in order to create and cancel individual recurring payments.
3/5/2018	Agreement Manager	When filtering periodic invoices by EFT, the payment processing columns are visible When batch terminating agreements, the user must cancel the recurring payment in order for the agreement to be terminated
3/5/2018	AR Invoice	If a tax code change was typed in directly rather than using the reference lookup and the new tax code had different settings for whether parts, labor, or misc is taxable, then the taxable and non-taxable amounts for the invoice were not being recalculated and an incorrect tax due would result.
3/2/2018	SWAPI	Added CallDateThru parameter to ScheduleQuery which allows multi-day schedule queries up to three months. The CallDate parameter works as a 'from' date in conjunction with this change.
2/28/2018	Assignments report	Enabled the report to export the main detail. Previously only the expanded detail would export.
2/23/2018	SuccessWare21 Maps	Fix another issue causing "unsupported browser" message.
2/22/2018	Account Register - reconciliation	Disabled the keyboard shortcut CTRL+DEL, which would delete the selected item, but would not revert associated GL or receivable entries.
2/21/2018	Billing Customer / SWAPI - CustomerChangeQuery	Updating the Do Not Solicit or No Happy Checks boxes will now update the billing customer's last update date/time. This allows third party applications to see that these fields have changed when using CustomerChangeQuery.
2/21/2018	Opportunity Manager	Opportunities created from jobs that are not yet completed will now be listed in the opportunity manager so that the opportunity can be acted upon immediately instead of having to wait for the job to close.
2/14/2017	General	Added missing configuration data to enable Logo image support in Invoices & Job Notifications for databases there were missing these entries due to a since corrected database conversion issue.
2/13/2018	Payment Processing	The system will automatically adjust IE settings for SuccessWare21 if needed and will prompt the user to restart SuccessWare21. Payment processing wizard will display version of IE, IE emulation, and TLS support enabled in the operating system. The label will indicate when TLS 1.2 support is not enabled so you can contact your system administrator to enable TLS 1.2.
2/12/2018	General	Fixed access violation caused by clicking X on the report preview too many times that caused the X to be clicked to close the application prematurely.
02/12/2018	Sales Summary	When editing a sales summary for a non-sales job, attempting to edit the Work Suggested on the Notes tab when a quote had not yet been created would result in the error "Non-blob column in table required to perform operation." This error was followed with an "Access violation" error and lock up of the application. Editing of this memo is now disabled if a quote for the job does not exist.
2/12/2018	General	Fixed access violation caused by clicking X on the report preview too many times that caused the X to be clicked to close the application prematurely.
02/05/2018	Renewal Notice	Widened space in the report heading for the company address to accommodate longer addresses.
02/02/2018	General	Clicking on a main toolbar button when the form is open but minimized will now restore it. Previously the form would focus but remain minimized.
1/26/2018	Warehouse Transfer	When creating a restocking transfer based on usage, warehouse transfers will now be included in the criteria for restocking in addition to requisitions and returns.
BETA RELEASE 1.9.500.17 2/21/2018
2/21/2018	General	Check numbers were incorrectly being masked in several places.
2/21/2018	Cash Receipt, Customer Refund	Fixed bug causing field not found error when tabbing though the receipt or refund screen when the billing account had a default payment method.
2/21/2018	Account Register Deposits	Fixed bug that was allowing old zero deposit items to suddenly show up in the Deposit screen.
2/21/2018	Agreement Manager	Fixed String or Binary data would be truncated error when reconciling recurring periodic invoices.
2/21/2018	Billing Account History	Improved item sorting in Billing History to show items in a consistent suborder when using various sort columns.
2/19/2018	Counter Sale Invoice	Since version 1.9.500, Counter Sale invoices were using the default warehouse from the default receipt cash box account. Fixed bug so counter sale invoices are again using the warehouse specified on the default counter sale cash box account.
BETA RELEASE 1.9.500.16 2/16/2018
2/13/2018	Payment Method lookups, multiple forms	Drop downs for selecting the payment method now include previous ACH account information
2/13/2018	Cash Receipts	When creating a new cash receipt, the payment information is defaulted to that of the billing account.
2/13/2018	Invoice/Refund	When doing a refund from a credit memo the payment information is defaulted to that of the original invoice. If a job invoice contains a new agreement that is eligible to be a recurring payment, upon posting the invoice the user is asked if they would like to make it a recurring payment with XCharge.
2/13/2018	Agreements	Credit card recurring payment eligible agreements that have not been made recurring can be flagged to be excluded from future reporting/notification for those that you prefer to be processed manually on demand. Recurring payments with XCharge are not allowed to be created if the billing day of the month is the 29th, 30th, or 31st. When creating a new agreement, if the billing method is Periodic Invoice, the payment information is defaulted to that of the billing account.
BETA RELEASE 1.9.500.15 2/9/2018
2/9/2018	Initial Beta Release