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EBMS

General Enhancements Back to Top

SalesSales

  • Customers: Payments tab: Summary info... | Details Change 467386 237014
  • Reconciliation Screen Customer ACH transactions: Easy Selection: Summary info... | Details Change 467787 237032
  • Sales Payments: Add security to payment types | Change 469150 237036
  • Sales: Penny rounding on payment of cash invoice balances in Canada: Summary info... | Details Change 468710 238009
  • Supercharge the sending of AutoSend Statements by using Statement reports that pull data from SQL Mirror.: Summary info... | Change 472357 238048
  • Customer Payments: The AutoPay Batch tab easily pays outstanding invoices set to be paid by Direct Payment (ACH/EFT) or stored Credit Card: Summary info... | Details Change 470913 238049
  • Low Inventory Dialog: A new user setting defaulted OFF so that the dialog does not pop for Non-Stocked Purchase Methods | Change 472754 238059

ExpensesFinancials

  • Account Reconciliation Ending Date can no longer be set into the future | Change 466662 237009
  • Journal Entry: Display difference between debit total and credit total: Summary info... | Change 468672 237030
  • G/L Year Page drilldown: The reconciled date is now displayed in a column | Change 468742 237031
  • Populate received date when Receiving items on Expense Invoice: Summary info... | Details Change 468913 237035
  • Reconciliation Adjustments: Remove the date defaulting to today's date | Change 469010 237036
  • Journals: Lookups and Validation for Customer, Vendor, and Product | Change 469253 237036
  • G/L Balance Utility: Only show unbalanced GL as uncorrectable error | Change 469913 237044
  • Bank Feed and Batch checking transactions: Summary info... | Details Change 128472 238002
  • Reconciliation: The G/L description is now displayed in the Account Adjustments dialog | Change 472935 238057

LaborLabor

  • Payroll Processing: Add warning message when the employee net pay has a negative value | Change 471544 238038
  • Fix ACH file for Truist bank | Change 472178 238044
  • Clock In/Out Times: Accountability Notes fields can be displayed to capture notes: Summary info... | Change 472936 238057

InventoryInventory

  • Inventory Count Batch: Review list shows the number of batches a product has been counted into: Summary info... | Details Change 467388 237022
  • Batch Invenotry Adjustments - Process Warehouses Separately: Summary info... | Details Change 467889 237022
  • Low Inventory: The substitute button is now highlighted (when enabled) | Change 468725 237031
  • Update From Purchases: Honor switch even when a new vendor | Change 468788 237035
  • Inventory: Enhance "Sales Activity" to cover all inventory activity: Summary info... | Details Change 468760 238001
  • Inventory Adjust Counts: The 'Prepare For Count' now takes only seconds! | Change 471733 238037

GeneralGeneral

  • Internal Note: Added to Purchase Orders, Rental, and Manufacturing | Change 456725 237001
  • Change Logging: Track when data in a field changes, and who changed it.: Summary info... | Details Change 465906 237003
  • Search Lists: Sort backorder next to original invoice/batch: Summary info... | Details Change 467476 237014
  • Customization Designer: Create/modify/delete custom properties/fields: Summary info... | Details Change 468835 238009
  • Import/Export Mapper: Optimize speed | Change 470761 238023
  • Customization Designer: Editable EBMS fields are editable on the custom page. | Details Change 468835 238034
  • Customization Designer: Add switch to allow custom fields to be editable on a processed invoice | Change 471695 238042
  • User System Setting: A user can now see all dialog tabs without scrolling! EBMS will create multiple rows on the top or bottom of the dialog.: Summary info... | Change 472345 238047
  • Search button/F4: When typing in an incorrect ID and choosing Search the value just entered will appear in the Find dialog automatically: Summary info... | Change 472568 238051
  • Web Hooks: the Monitor now shows full detail of the payload and/or response | Change 472753 238052
  • Invoice: Added a setting to keep the SO/PO open after processing | Change 472934 238054
  • Customization Designer: Added support for customizing Contacts | Change 472772 238054
  • Koble Payments: EBMS Ecommerce now supports surcharge and convenience fees | Change 472859 238054
  • Customization Designer: Support to customize the Inventory Component details dialog has been added | Change 472978 238056

Module Enhancements Back to Top

SalesSales

  • Virtual Terminal: Setup both an American and Canadian payment gateway | Change 465072 237003
  • Proposals now support Use tax calculations (tax on cost vs. price): Summary info... | Details Change 457617 237011
  • Sales Tax Exemption: The tax agency 'vendor' must be designated as such.: Summary info... | Details Change 453087 237011
  • Batch Processing: Added Discount, Finance, Balance, Credit columns | Change 467502 237015
  • ShipEngine: Delivery Confirmation: Summary info... | Details Change 467791 237019
  • Disable Legacy Payware Entry when POINT or VT are enabled: Summary info... | Change 467754 237020
  • Turn off Signature Capture for charge - Expose in UI: Summary info... | Details Change 466804 237034
  • XPressPOS: User setting to open cash drawer on charge: Summary info... | Details Change 468823 237034
  • Gift Card Sales: Validate that a gift card received the added balance | Change 468226 237036
  • MyInventory options: Predefined query - Expand to multi-select: Summary info... | Details Change 469806 237042
  • Batch Processing: Add refresh "Find (F5)" button | Change 470160 237045
  • Shipping Manager: Disallow shipping methods per product: Summary info... | Details Change 470165 237045
  • Create Recurring Bill: Add option to view new sales order created | Change 470450 238027
  • ShipEngine Phase 3: International Shipping: Summary info... | Details Change 435837 238027
  • Barcode Scanning: Your computer can now be configured to give an audible notification when a dialog with options pops up while scanning.: Summary info... | Change 471974 238040
  • ShipEngine: The new USPS Ground Advantage services are now supported.: Summary info... | Change 471766 238043
  • OPOS protocol for Zebra weight scale: Summary info... | Details Change 140547 238043
  • ShipEngine: Shipping Estimates on the SO or Proposal are no longer automatically calculated. The user must manually press "Est. Shipping" button. | Change 472081 238044
  • Koble Payments: Support for Credit Card Surcharging and Convenience Fees | Change 471902 238054
  • VeriFone Point: The "Show Line Items" option has been removed from the Device Selection popup. It can still be set in Settings. | Change 471312 238055
  • Koble Payments: Gift cards for Virtual Terminal (non-device) are now available! | Change 472685 238057
  • ShipEngine: Added a setting to set shipping method to residential by default | Change 472337 238057
  • Koble Payments: Level 3 now supported! Associate product to standard commodity code: Summary info... | Change 473065 238057
  • Koble Payments: Transaction inquiries are now available for both card present and card not present | Change 471911 238060

ExpensesFinancials

  • Receiving: Display Purchase Order detail line Internal Notes | Change 470294 237046
  • Receiving: Select multiple PO's - (Phase 1 - All PO's for selected Vendor): Summary info... | Details Change 468803 238008

LaborLabor

  • Task: Schedule should be based on primary worker's daily hours (for MyDispatch): Summary info... | Details Change 467348 237021
  • Tasks: Set Estimated Hours to not change when actual exceeds orginal amount: Summary info... | Details Change 468212 238001
  • Tasks: Display Location column in the Billing tab > Product list | Change 470082 238012

InventoryInventory

  • Inventory Purchasing Special Orders: Redesign of Query by Ship Date: Summary info... | Details Change 465347 237002
  • Purchase Methods - MRP Lite: Set from Low Inventory List dialog: Summary info... | Details Change 462689 237004
  • Inventory Pricing: Indicator on Special Pricing button that records exist: Summary info... | Details Change 465691 237005
  • Inventory Returns : Also use the orignal invoice vendor for Special Orders: Summary info... | Details Change 466127 237006
  • Rental: Add user setting to make the Delivery Address default from the Customer Ship-to on the Rental contract.: Summary info... | Details Change 468687 237031
  • Purchasing: Add Order Date and Order ETA columns to existing PO selection lists | Change 469245 237036
  • Reverse Manufacturing: Special behaviors for negative finished good: Summary info... | Details Change 469156 237042
  • Automotive Core Charges: Add option to use cores on Job Transfers and Purchase to Job | Change 468296 237042
  • PartsCalculate: Add Support for Component Filter-Down | Change 470702 238024
  • Automotive Cores: Receiving Screen and PO Partial Shipment now support Automotive Cores functionality. | Change 472342 238047
  • Purchase Methods: Add optional setting (registry) to optimization of opposite document open-load-save-close during synchronization | Change 471949 238047
  • Vendor Catalog List - Right-click on a catalog to Cut and Paste it for quick reordering. | Change 472438 238048
  • Serialized Item > Change Product ID: The depreciation wizard will now pop if the selected product has a fixed asset account | Change 471873 238051
  • Users will now be alerted when transferring a serial no. between a serialized and non-inventory serialized product code.: Summary info... | Change 380296 238051
  • Automotive: Core/FET charges are now supported on Job Transfer backorders | Change 472733 238053

GeneralGeneral

  • Job Costing Overhead: Add Overhead to Budget indication to Stage and Budget: Summary info... | Details Change 461008 237001
  • AutoSend: Allow Naming of exported PDF: Summary info... | Details Change 293674 237001
  • Ecommerce/Customer Portal: View and Download statement: Summary info... | Details Change 464113 237002
  • Direct Job Cost - Switch to enable Job Cost Offset Gl code: Summary info... | Details Change 422073 237002
  • INEC: Setting to get item count from specific warehouse, sync INVENWH: Summary info... | Details Change 466116 237007
  • Documents: Add documents to Rental Contract | Change 467173 237012
  • Ecommerce: Associate Web Logins with customer contacts:: Summary info... | Details Change 466573 237013
  • AutoSend: Setting for TLS secure socket options: Summary info... | Details Change 467429 237014
  • AutoSend: Use Send Now "From" in the user settings rather than Windows registry | Change 467148 237016
  • AutoSend: Add "Create Outlook Email" to Action menu of Job and Warehouse Transfer | Change 467750 237017
  • Document Storage: Copy documenttemplates from default task, customer, etc.:: Summary info... | Details Change 468290 237026
  • Job Costing: Stop users from adding transactions if stage is closed | Change 468295 237027
  • Document Import: New keyboard shortcut for Process > Import detail from file (Ctrl + Alt + I) | Change 468846 237031
  • AutoSend: Send Now Thunderbird integration: Summary info... | Details Change 469243 237040
  • AutoSend Send Now: Allow sending email without a report attached | Change 469549 237040
  • Change Logging: Search tab in System Options, Deleted document support: Summary info... | Details Change 469882 237042
  • Add Details import to Job Costing > Inventory Transfer Ticket - Nathaniel: Summary info... | Details Change 423403 237042
  • AutoSend - Send Now mode for customer payment: Summary info... | Details Change 470083 238016
  • AutoSend Statements from Menu should prompt to update Finance Charges: Summary info... | Details Change 457399 238016
  • Job Transfer: Add "Find in List" feature | Change 471428 238031
  • Change Logging: Additional fields for reporting: Summary info... | Details Change 471464 238032
  • AutoSend Statement Mode: Performance improvement that will significantly reduce how long it takes to send out statements. | Change 472330 238046
  • Change Logging: Sales Payments are now supported | Change 471472 238054
  • Change Logging: Display change log per detail line: Summary info... | Change 472452 238054
  • Change Logging: processing a document is now logged | Change 471973 238054
  • Change Logging: Improved logging text when old or new field value is blank | Change 472397 238054
  • Document Import: Added support to import the Vendor Part Number on a Purchase Order: Summary info... | Change 473013 238056

 

Reports Back to Top

SalesSales

  • Sales Tax Report: Add Date Range to the Sales Tax Detail (Automatic) report: Summary info... | Change 466577 237023
  • Invoice Report: Change shipment tracking hyperlinks to use URL templates | Change 468365 237027
  • Customer Statement: Add verbiage for Auto Pay invoices | Change 469813 238009
  • Proposal Report: Add option to show/hide Contact Info like we do on the Sales Forms | Change 453689 238024
  • Commission Detail report: Add the Commission "Type" to the details | Change 471334 238030
  • Add Commission Date Range to processed commission reports: Summary info... | Change 472144 238044

ExpensesFinancials

  • Accounts Payable Aging: Update to match the new Accounts Receivable Aging layout | Change 468450 237027
  • Report: Purchase Orders by ETA: Summary info... | Change 466562 237031
  • Add "Post Transactions" question on Reconciliation report | Change 471126 238028
  • 1099 CSV Export for IRS Upload: New reports available to generate the file the IRS website can read | Change 472953 238054

LaborLabor

  • Tasks Work Order Report - Expand notes to cover the entire page | Change 461183 237001
  • Year End 2023: Update Tax Forms and Form 943 to 2023 | Change 470383 238051
  • 941 Form updated for 2024 and available for download. | Details Change 473032 238057
  • PY Taxes by Worker and Pay Date: The complete SSN will now show on the report when selecting the prompt to do so | Change 471462 238059

InventoryInventory

  • Add a standard Pick Sheet with Lineal Measurements report | Change 455684 237001
  • Inventory Value Report: Add Sorting by Value | Change 466579 237006
  • Multi-Year Inventory Turnover Ratio Report | Change 466976 237025
  • Inventory Value Report: Switch to include No Count items (Off by default): Summary info... | Change 468659 238023
  • Receiving Checklist: The Product ID now wraps if it is long. | Change 471916 238039
  • Dead Stock Report: Added an option to Exclude Products Last Purchases Since... | Change 472146 238046

GeneralGeneral

  • Show Document (Sales/Expenses) Internal Notes on reports: Summary info... | Change 455067 237001
  • Job Costing Reports: Merge, Clean up. etc.: Summary info... | Details Change 425044 237001
  • Journal Entries: Add Notes to the reports | Change 470963 238042

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