Release Notes 4.0.105

Enhancement 

Dashboards

• A new menu section with interactive dashboards has been added to the main menu. Users with the required permissions can now access dashboards for Accounts Receivable (AR) and Equipment.
  AR Dashboard 

  • Added a chart to visualize Accounts Receivable Aging Summary by Invoice Date.

  • Users can drill down by left-clicking a bar to view AR Aging by Bucket, showing which customers owe money in a specific aging bucket.

  • From the resulting list, clicking a Customer value displays the detailed list of pending invoices for that customer within the selected bucket and a user can click on the Invoice Hyperlink to go directly to the Invoice Page.  

          Equipment Dashboard

• Added a chart to visualize Inventory Assets by Branch and Department.

  • Users can drill down by left-clicking a bar to see the list of related assets for that Branch and Department.  A user can click on the Serial Number Hyperlink to go directly to the Equipment Page.  

• Added a chart to visualize Sales Amount by Branch and Department.

  • Users can drill down by left-clicking a bar to see the invoices related to that Branch and Department.  A user can click on the Invoice Hyperlink to go directly to the Invoicing Page.  

Purchase Order

• Users can now send multiple BO Parts to additional stock PO’s. 

Reports

• The Sales Tax Detail - Absolute Paid Only Report has been updated to consider work orders with a NULL value in the Expense Code.

• A new report has been added for handling AR Cash Receipts Register based on a provided Journal from the user when running the report.

• The Per Month value for the Depreciation and Depreciation Table Active/Inactive reports has been updated to follow the formula: (Net Book value - Residual value)/Remaining Months. 

Issues Resolved 

AR Statement

• Resolved an issue where the As of Date on emailed AR Statements was not displaying correctly due to time zone discrepancies.

• The Pay Junction Payment link that was not sent when emailing the AR Statement due to incorrect handling of NULL values has been fixed.

Invoicing

• Parts created using the Price File button in the Parts tab are now setting the Part Group properly. For cases in which no Part Groups were found, users can see the message: Unable to find an appropriate Parts Group for this Supplier.

AR Deposit

• Data from existing Journal is now cleared when entering a new journal.

AP Payment

• The check amount verbiage in the Check Report has been fixed due to extra blank spaces and incorrect capitalized letters.