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EBMS

General Enhancements Back to Top

SalesSales

  • Processed Sales Invoice:Allow signature capture (required for MyEbms): Summary info... | Details Change 468309 236072
  • Sales Terms: Add Net ___ Days to Customer Direct Payment/Customer Preferred Credit Card On File: Summary info... | Details Change 460754 236040
  • Check Payment Dialog: Allow all Cash and Bank Accounts to be used for when issuing a credit | Change 451659 236023
  • Inventory Links: Display in read-only mode from proposal: Summary info... | Details Change 465279 236049
  • Sales Invoice: Allow signature capture on processed sales invoices if it is blank | Change 469117 236077

ExpensesFinancials

  • Vendor Direct Payment: When split between personal and business accounts show separate payments | Change 454717 236027
  • AP: Allow payment method options in vendor payments even if ACH is set up: Summary info... | Change 465365 236068
  • Journal Enries: Add Columns showing GL Account Descriptions for better user experience | Change 448808 236033
  • Expense Invoice: Purchase History: Summary info... | Details Change 441433 236003
  • Account Reconciliation: Undo button restores the selected transactions to match what was selected before clicking "Reconcile) | Change 467718 236068
  • Vendor Payments: Separate direct payments from check payments: Summary info... | Details Change 459236 236035
  • GLCLASS.CASH_FLOW: Move Cash Flow from Investments to Financing: Summary info... | Details Change 443512 236006
  • Vendor Default Payment Account: Allow Cash accounts | Change 465323 236052

LaborLabor

  • Payroll Processing: Warning message when the employee net pay goes to negative value | Change 470096 236092
  • Create PO from Labor module - Add process option - plus few other items: Summary info... | Details Change 450574 236029

InventoryInventory

  • Inventory adjustment batch: Clarify zero vs. blank quantity: Summary info... | Details Change 466607 236062
  • Inventory Pricing: Enhance "Calculate cost from multiplier" to support Cost > Base Price | Change 458170 236038
  • RETAINER - Inventory: Allow identical UPC between product and main/selling UOM: Summary info... | Details Change 469537 236081
  • Product Counts: Add ETA Date to the Purchase Orders drill down window | Change 459394 236038
  • Components: Allow zero quantities when adding componants to a product | Change 461246 236037
  • Barcode Scanning: Associate barcode when item not recognized (EBMS - not Apps): Summary info... | Details Change 459250 236049

GeneralGeneral

  • Remove F1 (MS Windows standard help shortcut) to deliver a consistent help experience | Change 456317 236032
  • Add line numbers to remaining inventory documents (Job Transfer, Manufacturing, MTO, Serialized Batch) | Change 451489 236020
  • Look-up ID: Place Look-up ID at the top of the context menu | Change 458482 236033
  • Webhooks - A robust complement to the EBMS API Gateway: Summary info... | Details Change 431940 236013
  • USA Zip Code database updated: Summary info... | Details Change 436660 236001
  • Add Web Hook & EBMS Sessions monitor dialog in File > Utilities > Monitor: Summary info... | Change 458349 236031
  • Utilities: Allow scripted check category tree paths to be run from Task Scheduler | Change 458171 236031
  • Search Lists: Reinstate drag-and-drop to a different category: Summary info... | Change 440507 236010
  • Invoice: Add setting to not allow AP Received/AR Shipped more than Ordered | Change 433491.3 236034
  • Document Locking: Phase 2 enhancements: Summary info... | Details Change 431043 236001
  • Online Help: Search ECC website with a control's context: Summary info... | Details Change 391911 236001

Module Enhancements Back to Top

SalesSales

  • ShipEngine Phase 3: Display Invoice and PO# on Labels: Summary info... | Details Change 464126 236050
  • Associate, Edit and Save a Credit Card with its own Address and not the Bill-to: Summary info... | Details Change 462179 236047
  • TaxJar: Add support for product exchanges on sales invoces (sales and returns on the same invoice) | Change 468048 236072
  • Credit Card tokenization instead of TROUTD: Summary info... | Details Change 444481 236058
  • Use Tax: Remove Use Tax calculations from Expense Invoice if the Tax field has a value: Summary info... | Details Change 451038 236025
  • 360 Payments Velox Credit Card Integration for Ecommerce Websites: Summary info... | Details Change 416350 236023
  • TaxJar Sales Invoices CSV Export: Clear flag upon invoice unprocessing: Summary info... | Change 460788 236041
  • ShipEngine Phase 3: Return Labels: Summary info... | Details Change 452766 236049
  • ShipEngine Phase 3: Add Handling Fee and % Markup: Summary info... | Details Change 459203 236049
  • ShipEngine Phase 3: COD: Summary info... | Details Change 430632 236049
  • Update TaxJar CSV uploads to use Invoice detail lines | Change 458990 236048
  • View CC Deposits in EBMS by Device: Summary info... | Details Change 430682 236034
  • Add option to turn off Signature Capture for charge invoices | Change 466804 236062
  • ShipEngine: Display all package types with Rate Shopping results: Summary info... | Details Change 470452 236090
  • ShipEngine: Allow label to be saved as image: Summary info... | Details Change 465391 236051

ExpensesFinancials

  • Landed Costs: Update Last Cost: Summary info... | Details Change 446439 236011

LaborLabor

  • Worker/Apps tab: Do not allow work codes requiring a job | Change 467753 236067
  • Task: Add new field containing all assigned workers: Summary info... | Change 451642 236016

InventoryInventory

  • Keystone: Allow Primary Vendor to Default from EBMS Folder defaults: Summary info... | Details Change 448047 236010
  • Keystone PO Number: Extend the PO Number limit from seven characters to system limit | Change 451645 236017
  • Rental Contract: Remove Ctrl+X shortcut keys to close screen | Change 451987 236020
  • Rental Contracts: Color the Status Drop Down by Status | Change 415235.2 236001
  • Roll Forming: Import Product Consumption in EBMS - DESIGN: Summary info... | Details Change 404590 236068
  • Sync Mfg Status with Task Phase: Make customization standard: Summary info... | Details Change 436312 236001
  • Purchasing Screen: Allow user queries to include INVENWH and INVENDOR: Summary info... | Details Change 443259 236001
  • Purchase Methods: Add start date and memo columns to Create Manufacturing Batch dialog | Change 461229 236047
  • Add "Find in List" botton to Vendor Catalogs dialog | Change 466848 236063
  • Vendor Catalog: When deleting a vendor catalog ask whether to delete the catalog dataset table | Change 466849 236064

GeneralGeneral

  • Ecommerce - Send Approval Email once Account is Confirmed: Summary info... | Details Change 442737 236036
  • AutoSend: Specify EMAIL or C_EMAIL notifications: Summary info... | Details Change 305105 236001
  • Autosend: Placeholder for web account temporary credentials: Summary info... | Details Change 456579 236030
  • Job Transfer: Add ability to set Transferred (HxM) | Change 467556 236066
  • EBMSCRM Include Contact Info when using the Send Email to... Author, etc.: Summary info... | Details Change 440792 236001
  • AutoSend Statement Mode: Performance improvement that will significantly reduce how long it takes to send out statements. | Details Change 472330 236097
  • AutoSend: User Proposal Contact Email address on Send Now "To" instead of the old contact fields | Change 470532 236090
  • Job Costing: Add feature to process Timecard detail lines from the Job | Change 449397 236029
  • CRM: ability to enter GPS coordinates instead of address: Summary info... | Details Change 434907 236001
  • AutoSend: Proposal Mode: Summary info... | Details Change 451674 236031
  • AutoSend: Add email field to test Auto Send User Settings | Change 451594 236016
  • AutoSend: Add Progress Bar when using "Email Now" Feature | Change 450428 236016
  • Set temporary password for new web accounts and ask web user to update password: Summary info... | Details Change 456582 236064
  • CRM: Add support for alternate map providers: Summary info... | Details Change 465802 236063

 

Reports Back to Top

SalesSales

  • Use Tax Processing: Summary info... | Details Change 427133 236011
  • New Shipping Schedule Report: Add Purchase ETA status: Summary info... | Change 456879 236031
  • Invoice Forms: Show Invoice Balance below the Invoice Total: Summary info... | Change 439894 236001
  • Shipping Manager: Add Tracking URL Templates to allow user to add other shippers: Summary info... | Details Change 417992 236002

LaborLabor

  • Third-Party Payroll - Generate PO to pay workers: Summary info... | Details Change 432672 236015
  • 941 Report: 2022 Form Changes | Change 465408 236066
  • Worker Daily Hours report: Add option to show the memo that is sent from the TimeClock App | Change 454919 236029

InventoryInventory

  • Customer Statement with Invoices (Show VIN/Serial Number): Summary info... | Change 434913 236002
  • Add Barcode to standard warehouse transfer ticket | Change 468648 236075
  • Standard inventory report that shows when an inventory item classification changed.: Summary info... | Details Change 433107 236001

GeneralGeneral

  • Job Budget to Actual Cost Variance reports: Add option include Commited Costs in Total Costs | Change 457424 236031

Subscription Plans  cover upgrades and updates to the EBMS program, but also customizations and custom reports created by Koble Systems. This Software Assurance ensures that EBMS and customizations will work as designed within the EBMS version it was created for. If newer versions of EBMS include feature changes which cause a customization to no longer be compatible, we will ask our client to fund the change to update the customization to work with the newer EBMS version or module... Learn More