Release Notes 4.1.15

Evolution – Release Version 4.1.15.0

Invoicing

• Updated how Work Order Comments are edited to prevent issues with Softbase Evolution sessions overwriting comments sent in from Technicians on the Softbase Evolution Mobile App.  You now need to choose the Edit button on each comment box to bring up a comments modal to allow you edit and save comments on the document.  
  • The Editing of Comments is now controlled by the "Enter Comments" Permission in the Invoicing Section of Roles that are assigned to the logged in user.  
• Added Invoice Change Log listing and detail functionality for updates to the Document Header.  
• Addressed Invoice document printing issues.
• Improved performance when printing final invoices.
• Corrected incorrect French translations in invoices.
• Corrected Misc Tax values appearing in Invoice Preview due to Currency setup on the Work Order.
• Corrected duplicate invoice posting when invoicing simultaneously from two different tabs.
• Corrected invoices displaying payments/deposits at double the amount on the account when the Deposit Debit Account was an AR Account.  

AR, Deposits & Payments

• Fixed the AUTOCASH unbalanced journal entry, expanded Deposit Application logic, and updated nomenclature.
• Corrected AR Deposit currency mismatch detection when the document currency is blank/null and the Bank has a Currency Type.
• Corrected AR Inquiry Invoice Search when a Customer is populated to allow the Invoice Search to not be restricted to the entered customer.  
• Added PayJunction Surcharging.  Contact PayJunction to get setup.  
  • You can track the Surcharge Amounts to the GL by turning that option on in the Finance Tab of the Branch Page you are taking PayJunction payments for.  
  • We would recommend the Surcharge Debit going to Credit Card Clearing, just as we would on your Credit Card Payment so that total would match was was billed through Pay Junction.  The Surcharge Credit Account would be a Surcharge Income Account.  
  • This way allows you to balance and reconcile your Credit Card Deposits from Pay Junction against your Credit Card Clearing account.  
• Added the ability to filter AP Payments by a specific Vendor.

Parts & Purchase Orders

• Added Currency Details to the Order History tab on Parts Inquiry.
• Corrected Toyota Parts Substitutions file updates.
• Corrected Parts Average Cost recalculation when using Currency Exchange and receiving a Part.
• Corrected Part Demand updates for reversals/credits.
• Corrected duplicate GL posting of Misc Charges when double-clicking Receive on a Purchase Order.
• Added a Replicate/Copy feature to create a new Open PO from an existing PO.
• Corrected the PO # displaying in red while the Purchase Order is still open.

Equipment & Rental

• Increased the character limit for Equipment SpecComments.
• Corrected the fields displayed on the Serial # tab when Trailer Unit Type is selected.
• Corrected Comments to Print not populating when searching and selecting Equipment for selling or renting.
• Updated the Rental Inventory Report to allow users to exclude Customer Owned Equipment.
• Corrected the Resource Forbidden error in Equipment Setup for serial numbers containing multiple forward slashes and a dash.

Sales Document Processing

• Corrected PDF files not displaying in Sales Document Processing.
• Corrected duplicate Salesperson values in the dropdown.
• Corrected the requirement for the Invoice Open Order permission.
• Corrected documents being included in Sales Document Processing when they should not be.

Promotions (for use with Customer Portal)

• Added Promotion listing and filtering.
• Added General Announcement creation.
• Added Dedicated Promotion creation.
• Added functionality to deactivate Promotions.
• Added functionality to duplicate Promotions.
• Added functionality to delete Promotions.
• Added functionality to edit Promotions.

CRM

• Corrected Branch and Department values in CRM Opportunities Export.
• Corrected inactive users appearing in CRM.
• Moved the CRM KPI Widget permission to the same level as the Dashboard permission.
• Corrected an Internal Error when adding Opportunities to a Lead with a name longer than 48 characters.

Reports

• Added the ability to filter SSQ views by empty values.
• Updated AR Aging by Account Summary to summarize by Customer.

Avalara / Customer

• Added an Avalara Integration option to send the Tax Exempt Reason from the Bill To Customer instead of the Ship To Customer.
• Corrected the Bill To Customer update also refreshing the Ship To Customer and overriding the Salesman.

Quote Management & Work Orders

• Corrected Quote Management not updating the Quote Status on the Work Order in the Invoicing page.
• Corrected the Date-In value not being carried over to an automatically generated Work Order.

Administration & System

• Updated the Customer Search window to default the cursor to Customer Name.
• Internationalization changes.

Customer Portal – Release Version CP 1.0.7.0

Promotions

• Added Promotion visualization.