Concept Guides and Additional Documentation
·
Commissions Report
o Added optional customer contact information
o Added a new page option for each group
o Added a filter for pay item
o
Increased font size from 8 point to 9 for
readability
·
SWAPI –
New command, GetPayLink, that allows mobile users to obtain
Successware Invoice payment links to include with the invoice emailed to the
customer.
·
Unposted Receipts –
Added the ability to correct invalid Successware Invoice payment submissions
· Invoice Manager – Added Salesperson to the grid. It will also allow sort and group by Salesperson when printing the grid report.
· Permits Report, Permit Stages Report – Added location email address to the report.
· Open Receivables Report, Invoice List Report – Added Address2 to billing account address and location address (Service At).
· AR Aging Report – Added Address2 to location address (Service At).
· Multiple Payments – There are times when a customer may have some cash and want to put the rest on a credit card or may have to use two credit cards to manage balance limits. In these cases, you need to be able to accept multiple payments on an invoice. SuccessWare®21 allows you to record multiple payments and/or deposits on any customer invoice. For more information click here.
· Email template for customer invoices – Successware now includes the ability to use a communication template when sending invoices in PDF format via email. As a bonus, live HTML editing is now supported in both the Customer Communications Templates editor and the email dialog. For more information click here.
· User email address – Added an email address field to User Setup
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DATE |
MODULE / FORM |
DESCRIPTION |
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RELEASE
2.1.500.28 2/4/2022
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2/4/2022 |
Multiple Payments |
Removed validation checks that prevented the entering of duplicate check #s and $0 payments or deposits |
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2/3/2022 |
AR Invoice |
Fixed a problem when adjusting an invoice that has a receipt over payment. If the over payment balance had been allocated to another receivable, the allocation for the payment negation entry was being created for the wrong amount. The additional allocation for the over payment balance must now be removed before adjusting the invoice (consistent with previous versions) |
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2/2/2022 |
AR Invoice |
If posting an invoice with a payment (receipt) attached failed for some reason, the receipt record was not rolling back leaving it in a "posted" state |
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2/2/2022 |
Billing Account History AR Invoice |
Opening Billing Account History (F4) or posting an AR invoice may have been very slow for billing accounts with a large amount of receivables history |
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2/1/2022 |
Commissions Report |
Added optional customer contact information Added a new page option for each group Added a filter for pay item Increased font size from 8 point to 9 for readability |
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1/28/2022 |
SWAPI |
Added GetPayLink SWAPI command so that mobile users can obtain Successware Invoice payment links |
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1/27/2022 |
AR Invoice |
Fixed issue where paid in full message would appear twice if an invoice payment was recorded with the invoice that paid the invoice in full |
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1/27/2022 |
AR Invoice |
Fixed issue where balance due would show as 0.00 if multi-line work notes caused the invoice line items to span multiple pages |
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1/17/2022 |
Income Statement |
When EBITDA was disabled a stray line labeled 'BEFORE' would show at the end of the income statement. This was affecting both versions of the report - the standard income statement format and the multi-department columnar version |
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RELEASE 2.1.500.27 1/17/2022
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1/17/2022 |
Credit Card Clean |
Credit card numbers in the new AR invoice receipts table were not being cleaned and the utility would never properly finish |
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1/14/2022 |
Successware SWMaps |
Updates to support HTTPS downloads with TLS 1.1 and TLS 1.2 |
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1/14/2022 |
Multiple Payments |
Fixed issues with credit card # and other payment fields being required when they were previously not required |
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1/14/2022 |
Custom Agent Message Review |
Fixed issue of date column not showing the date when the TimeZone was not setup in Successware21 |
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1/14/2022 |
SWMaps |
Fixed issue where mapping dataset could not be opened because of the accumulation of GPS data being supplied from Mobile |
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1/14/2022 |
SWMaps |
Set compatibility version consistent with Google documentation for IE11 support |
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1/13/2022 |
Quote |
Fixed large gap in quotes between detail/totals and footer with payment/deposit information |
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RELEASE
2.1.500.26 1/7/2022
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1/7/2022 |
Invoice |
Fixed issue where payments recorded with an invoice and then later re-allocated to a different invoice would result in an incorrect current balance showing for both invoices |
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1/7/2022 |
PulseM Integration |
JobDept is now submitted for PulseM job based custom agent messages |
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1/4/2022 |
Work Order Report Summary option |
Notes fields and the Canceled checkbox (true/false) were not being included in the saved Text or Xlsx Data file |
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RELEASE
2.1.500.25 12/30/2021
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12/30/2021 |
Invoice List Report |
Fixed issue invoice list report takes a very long time to run |
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Invoice |
Fixed issue where invoice printing is not showing payment information for payments added through receivables |
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RELEASE
2.1.500.24 12/27/2021
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12/27/2021 |
Agreements/Invoice |
Fixed issue where creating a recurring payment for an agreement activation invoice would result in a “Field Not Found” error |
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RELEASE
2.1.500.23 12/22/2021
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12/22/2021 |
SWAPI |
Fixed issue where payment types/methods were not being validated properly for deposits (ARReceiptUpdate) |
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12/22/2021 |
Invoice |
Fixed issue where payments received
via SWAPI that were processed outside of Successware/XCharge
were displayed as "Not Approved" on invoices |
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RELEASE 2.1.500.22
12/16/2021
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12/16/2021 |
SWAPI |
Fixed missing payment reference information on Job Summary for jobs invoiced and paid in the field via Mobile (ARReceiptUpdate) Fixed incorrect invoice current balance calculations in multiple Invoice and AR-related SWAPI commands |
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12/16/2021 |
Invoice (Credit Memo), Invoice List Report |
Fixed incorrect invoice current balance calculations for invoice screen and invoice printing Fixed "field not found" error when printing credit memos |
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RELEASE
2.1.500.21 12/14/2021
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12/13/2021 |
AR Invoice |
Fixed switching billing accounts not updating Receipts that were recorded on the invoice. Applied deposits to the invoice must be unchecked (removed from the invoice) before the billing account can be changed for the invoice. |
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12/10/2021 |
SWAPI |
Modified JobAdd and LocationInfoUpdate so phone numbers are formatted correctly. Phone numbers from BookIt were being truncated. |
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RELEASE
2.1.500.20 12/4/2021
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12/4/2021 |
SWAPI |
(LAN only) New SSL certificate to replace certificate expiring on Dec 6. |
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RELEASE
2.1.500.19 12/2/2021
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11/24/2021 |
Invoice Manager |
Added Salesperson to the grid. It will also allow sort and group by Salesperson when printing the grid report. |
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11/22/2021 |
AR Invoice |
An invoice that had a zero dollar payment (submitted via Mobile) on it could not be adjusted after it had been posted. It would report the error 'The receipt cannot be adjusted; has no master ID'. A payment submitted from Mobile with a zero dollar amount can now be edited in Successware without being required to enter a non-zero payment amount. |
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11/22/2021 |
Call Taking |
When assigning a visit and choosing to change the job class for the call to 'AgreementVisit', the timeslot availability was not changing to reflect the job class / job type change. |
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11/22/2021 |
AR Invoice |
The email template for invoices was being used when emailing a quote resulting in a subject line identifying the email as "invoice". |
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11/17/2021 |
Permits Report, Permit Stages report |
Added location email address to the report. |
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11/17/2021 |
Open Receivables Report, Invoice List Report |
Added Address2 to billing account address and location address (Service At) |
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11/17/2021 |
A/R Aging Report |
Added Address2 to location address (Service At) |
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11/16/2021 |
Event Log |
Improved performance of event log queries. The query runs faster and the several second delay when scrolling has been eliminated. |
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11/15/2021 |
1099 MISC/NEC |
Updated 1099 forms for 2021. The major change from last year is that 1099-NEC print three per page rather than two per page. |
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BETA
RELEASE 2.1.500.18 11/14/2021
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11/12/2021 |
Invoice Posting/Adjusting |
Fixed deposit not deallocating when adjusting the invoice a second time Fixed payments in register not voiding when adjusting invoice Fixed payments not reallocating correctly after adjusting and reposting Fixed checking of a status that would allow the posting to rolling back change if a negation failed Fixed bug that allowed posted payments from an adjusted invoice to be editable The payment edit screen will now indicate the posted status of the payment – posted / adjusting. |
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11/12/2021 |
SWAPI |
Fixed billing account validation in ARRecieiptUpdate for payments submitted from SW Pay. |
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11/11/2021 |
Invoice |
Fixed current balance not calculating properly |
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11/11/2021 |
Invoice Manager |
Fixed balance not calculating properly |
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11/11/2021 |
General |
Fixed 'Range check error' that would occasionally occur when launching the application and version updates are required. |
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10/19/2021 |
Calls Report |
When printing to Text or XLSX Data file from the report preview form, some records might have been missing in the exported file. |
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BETA RELEASE 2.1.500.17
10/22/2021
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10/12/2021 |
Initial Beta Release |
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