Enhancements

Send Email

• Updated all Send Email modals to automatically populate the BCC Address field with the logged-in user’s email address when Automatically Include as BCC is enabled in User Setup.

GL Balance Test

• Optimized GL Balance Tests to include a start date parameter to improve system performance.

Login IP Restriction

• Added a Login IP Restriction module under Administration. When the restriction is enabled, tenants can whitelist the IP addresses permitted to access Evolution.

AR Deposit

• Updated AR Deposit posting to include the Branch and Department in cash detail transactions when required by the Company setting.

Invoicing

• Updated sorting on the Equip tab so attached units appear directly below their parent unit.
• Updated the Invoice Report to consider the new sorting logic on the Equip tab.
• Updated automatic cash posting so that when a credit is linked to an invoice with an immediate payment method, the system uses the Associated Document # as the Apply To Invoice value.
• Updated invoice closing so the Customer Owned checkbox in Equipment details is selected automatically for internal sales.

Journal Entry

• Users must now save the journal header before adding journal details.
• Depreciation Setup was moved to its own card on the Accounting landing page.
• Moved the post depreciation group logic to the new Depreciation module.

Depreciation

• Access to the Depreciation module is controlled by the new Depreciation permission in the Accounting permission group.
• The Depreciation module now displays depreciation groups by default and allows users to search for a specific group.
• Each group displays only the serial numbers and assets that belong to it.
• A group can be deleted only when no depreciation has been set up for it.
• Users can post a depreciation group without first creating a journal in the Journal Entry module. The system displays a modal for journal header information, then creates the journal and adds its details during posting.

AP Invoice Entry

• Updated PO Import to apply the same validation error handling used for manual distribution creation. Each detail is validated individually, users are notified of errors, and the final results identify every item that was not imported and explain why.

Reports

• Standardized fonts and adjusted page sizes across multiple reports in the Reports section.

Self Service Request

• Added the Does Not Contain and Does Not Equal operators for Text columns.

Equipment

• Added a PM button to the Equipment detail page so users can open the PM details associated with the unit directly.
• Enhanced the Advanced Equipment Search modal to prepare for future updates that will expose all specifications for all Unit Types.  

AP Payment

• Enhanced the Status/Approval interface by reducing unused space, improving grid-column sorting, and removing the Sort By selector.

Parts

• Improved alias management to make general, customer, and vendor aliases easier to maintain.

Rental Agreement

• Added Contract Start Date, Contract End Date, Rental Period, Contract Public Comments, Branch Address, and Branch Country fields to Rental Agreement setup for use when printing agreements.

PM

• Added user information to the PM detail page so users can see who created or last changed the PM.

AP and AR Inquiry

• Users can now filter by open items, history items, or both.
• Users can now move individual invoices to history, or return them to open items.

Issues Resolved

Invoicing

• Resolved a time-zone issue that prevented users from opening work orders.
• Fixed an internal server error users encountered when trying to save changes to a work order.
• The Dispatch button on the Service 1 tab remains enabled after the order is dispatched.

Journal Entry

• Fixed a validation issue that allowed users to post journals with required detail fields missing on pages after the first page.

Equipment

• Resolved an issue that excluded invoices dated on the End Date parameter from Equipment History.
• Resolved a permission issue that allowed users without access to customer-owned units to edit them.

Reports

• Fixed an issue in the AP Invoice Due report under the AP group that prevented Journal entry types from displaying.
• Resolved a custom-report permission issue that prevented users from granting access to those reports.