Release Notes 4.0.96

Enhancements

Invoicing

• The taxability logic applied when changing the Department/Sale Code in a document  has been changed to follow the existing logic when details are added to an order.

AP Invoice Entry

• The # of Invoice information is no longer displayed for users.

• A new validation logic has been implemented to require a valid Purchase Order when creating an AP Invoice. This logic is triggered when the Require PO in AP Invoice Entry permission is enabled. If the permission is active, users will not be able to post the journal if at least one AP Invoice does not have a valid PO.

Equipment

• Some fields were renamed for Lift Truck Unit Type:

  • Upright Height to be Fork Height.

  • Down Height to be Collapsed Height.

• The visualization of the Cost column in the grid within the Attachment tab is now controlled by the permission: See GL Costs/Info.

Financial Institution Transaction Import

• GL Offset selector is now filtered by Expense and Cost for transactions that belong to a credit card account.

• GL accounts displayed for connected accounts has been changed based on the type of connected account:

  • For Checking/Saving accounts, users can see only Cash accounts in the GL Account selector.

  • For Credit Card account users can see only AP accounts in the GL Account selector.

• New required fields were added for Credit Card connected accounts: Vendor # and AP Vendor #.

• The Transaction detail has been improved to provide the user with the required parameters based on the GL Offset linked to the transaction:

  • For AP GL Offset account and Expense GL Offset account tied to a credit card account, users will be requested for Vendor # and Invoice #. In addition, users will have the ability to create new invoices.

  • For AR GL Offset account, users will be requested for Customer # and Invoice #.

  • For an Expense GL Offset account tied to a checking/saving account, users will not be requested for extra information.

  • The transaction amount can be distributed for each of the invoices to be paid in the transaction.

• The transactions are posted now following a new approach to prevent imbalance in the GL. 

Technician Time Management

• A new feature called Technician Time Management has been added to Evolution, allowing users to view, edit, delete, or add technician time records within a selected date range. This provides better oversight of auto-posted labor and simplifies managing technician time entries. It also makes it easy to retrieve technician hours for a payroll period to support payroll system entry.

• This pairs with a new feature that will be released soon in the Softbase Service Mobile App that will allow technicians to edit their time to correct errors. 

• See the following link for more detailed information on this feature Technician Time Management

Reports

• A new report has been added to the Equipment group: Units Sold on Floor Plan. This report allows users to view units sold on floor plan. Access to the report is managed through a dedicated permission within the Equipment group. In addition, users can export the report in CSV or Excel format using the Export option available in the preview screen.

• The Rental Utilization ITD report has been enhanced to provide improved performance and more responsive results when generating the report.

• The Guaranteed Maintenance Billing report within the Service group has been updated to be aligned with the latest changes from the 3.0 application.

• The Profit and Loss by Date Range report within the Financial group is now available for users. In addition, users can export the report in CSV or Excel format using the Export option available in the preview screen. 

Issues Resolved

Invoicing

• The City and State of the Ship To Customer are now auto populated when entering a valid Zip Code in the Invoice Creation or Edition.

• The issue where the location was reverted when typing in the same Address has been solved.

• An issue that was duplicating invoices after the user selected a Rental Status in the Close Invoice function has been resolved. 

• The issue in the reverse function where accounts were not posted properly when reverting a reverse document has been solved.

Journal Entry

• The Created by information is now correctly set to the user who performs the action when copying or duplicating a journal.

AP Payment

• The issue in Manual Payment where both the Voucher and the Payment were sent to History in partial payments has been resolved.