General Enhancements Module Enhancements Reports

Version 8.5 Version 8.4

General Enhancements

Sales

Customers: Payments tab: Summary info... New Payments Tab to view customer payments. Hide Summary... | Details Change 467386 237014
Reconciliation Screen Customer ACH transactions: Easy Selection: Summary info... The user can select all payments that were processed with a corresponding ACH DD batch. Hide Summary... | 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... Cash payments can be rounded to the nearest nickel to eliminate the need to receive the penny. Hide Summary... | Details Change 468710 238009
Supercharge the sending of AutoSend Statements by using Statement reports that pull data from SQL Mirror.: Summary info... A couple of new Statement reports have been created which don't recalculate Finance Charges. These reports can use SQL Mirror as a data source greatly speeding up generation. Hide Summary... | 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... The AutoPay Batch option is used to batch pay a list of sales invoices using the Automated Clearing House (ACH) network or the Payment Card gateways. These electronic transactions are simple, safe, and a convenient alternative to processing payments individually. Customers must be configured to pay using ACH or payment cards before the AutoPay Batch feature can be processed. Hide Summary... | Details Change 470913 238049

Financials

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... A lopsided journal difference is displayed. Hide Summary... | 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... Received date is populated with today's date when Receiving items on Expense Invoice. Hide Summary... | Details Change 468913 237035
Journals: Lookups and Validation for Customer, Vendor, and Product | Change 469253 237036
Reconciliation Adjustments: Remove the date defaulting to today's date | Change 469010 237036
G/L Balance Utility: Only show unbalanced GL as uncorrectable error | Change 469913 237044
Bank Feed and Batch checking transactions: Summary info... The EBMS Bank Feed feature allows the user to download bank transactions into EBMS. Periodic downloads from a credit card account can save a lot of data entry. Expense invoices, journal entries, and other documents are conveniently created using the information downloaded from the bank. Hide Summary... | Details Change 128472 238002

Labor

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

Inventory

Inventory Count Batch: Review list shows the number of batches a product has been counted into: Summary info... The number of batches that are used to count the product total are listed on the review page. Hide Summary... | Details Change 467388 237022
Batch Invenotry Adjustments - Process Warehouses Separately: Summary info... A count adjustment can be processed for a specific warehouse Hide Summary... | 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... A product's Sales Activity tab is renamed to Activity. This renamed tab has additional document lists that reflect inventory sales and purchases. Hide Summary... | Details Change 468760 238001
Inventory Adjust Counts: The 'Prepare For Count' now takes only seconds! | Change 471733 238037

General

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... The purpose of change logging is to record when a record within EBMS has changed or a document has been deleted. Hide Summary... | Details Change 465906 237003
Search Lists: Sort backorder next to original invoice/batch: Summary info... Back order documents are listed next to the original document when sorted by invoice numbers. Hide Summary... | Details Change 467476 237014
Customization Designer: Create/modify/delete custom properties/fields: Summary info... Using the Customization Designer, a manager or administrator can extend or customize EBMS by adding custom fields, or display a standard EBMS field in a new location Hide Summary... | 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... Configure by going to File > System Options > Settings and choose 'Arrange tabs at [Top/Bottom] using [Multiple/Single] lines. Hide Summary... | 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... Thought you knew the ID, but misremembered? This new Search feature will allow you to Find it quickly. Hide Summary... | Change 472568 238051

Module Enhancements

Sales

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... Use tax can be calculated based on the cost of goods sold rather than sales tax based on the sale price. Hide Summary... | Details Change 457617 237011
Sales Tax Exemption: The tax agency 'vendor' must be designated as such.: Summary info... A vendor must be designated as a tax agency. Hide Summary... | Details Change 453087 237011
Batch Processing: Added Discount, Finance, Balance, Credit columns | Change 467502 237015
ShipEngine: Delivery Confirmation: Summary info... Set delivery confirmation within the ShipEngine dialog. Hide Summary... | Details Change 467791 237019
Disable Legacy Payware Entry when POINT or VT are enabled: Summary info... Legacy Payware is being discontinued Hide Summary... | Change 467754 237020
XPressPOS: User setting to open cash drawer on charge: Summary info... User setting has been added to open a cash drawer when a sales invoice is processed as charge. Hide Summary... | Details Change 468823 237034
Turn off Signature Capture for charge - Expose in UI: Summary info... The signiture capture process can be disabled for charge invoices. Hide Summary... | Details Change 466804 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... The user can define which Batch Processing queries are set within the MyInventory app. Review the Configuring the Shipping Query section in the following URL. Hide Summary... | Details Change 469806 237042
Batch Processing: Add refresh "Find (F5)" button | Change 470160 237045
Shipping Manager: Disallow shipping methods per product: Summary info... Shipping options are restricted if a restricted item is within the order. Hide Summary... | Details Change 470165 237045
ShipEngine Phase 3: International Shipping: Summary info... Tariff codes are passed to ShipEngine when the destination and origin countries do not match. Hide Summary... | Details Change 435837 238027
Create Recurring Bill: Add option to view new sales order created | Change 470450 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... This is done by simply setting user registry value \HKEY_CURRENT_USER\Software\EshWare\Eagle Business Management\ChooseComponentWizard\\sound to either: // "SystemExclamation" or "SystemAsterisk" or "SystemQuestion" or "SystemHand" or a valid path to a waveform audio file (e.g.: "C:\\Windows\\Media\\Alarm08.wav") Hide Summary... | Change 471974 238040
OPOS protocol for Zebra weight scale: Summary info... EBMS supports the Windows OPOS Protocol for the Zebra scale and scanner model Hide Summary... | Details Change 140547 238043
ShipEngine: The new USPS Ground Advantage services are now supported.: Summary info... The old, unsupported service plans have been merged into the new Ground Advantage service. Hide Summary... | Change 471766 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

Financials

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... Multiple purchase orders can be selected within the Receiving dialog to allow a user to evaluate a shipment that includes multiple purchase orders. Hide Summary... | Details Change 468803 238008

Labor

Task: Schedule should be based on primary worker's daily hours (for MyDispatch): Summary info... The tools to manage multiple day schedules for individual workers are enhanced in 8.5. Hide Summary... | Details Change 467348 237021
Tasks: Set Estimated Hours to not change when actual exceeds orginal amount: Summary info... Estimated hours should not change when the actual exceeds the estimated time. This enhancement requires the user to disable the Automatically recalculate estimated hours option. Hide Summary... | Details Change 468212 238001
Tasks: Display Location column in the Billing tab > Product list | Change 470082 238012

Inventory

Inventory Purchasing Special Orders: Redesign of Query by Ship Date: Summary info... Enable Include primary vendor lead times to add the vendor lead days to the equation: Include all orders that have an order Ship Date < (specified date - days - lead days). Hide Summary... | Details Change 465347 237002
Purchase Methods - MRP Lite: Set from Low Inventory List dialog: Summary info... Low inventory processing tools facilitates the ability to create one or multiple manufacturing batches based on the low inventory prompts within an order. Hide Summary... | Details Change 462689 237004
Inventory Pricing: Indicator on Special Pricing button that records exist: Summary info... An asterisk appears on the special pricing button when special pricing records exist. Hide Summary... | Details Change 465691 237005
Inventory Returns : Also use the orignal invoice vendor for Special Orders: Summary info... The vendor that the product is returned to is the original purchase vendor. Hide Summary... | 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... A Rental option allows the user to copy the customer's ship to address to the delivery address within the rental contact. Hide Summary... | 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... Reverse manufacturing creates multiple components from a single finished goods item, whereas manufacturing creates a single finished good item from multiple components. Hide Summary... | 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... Financial transactions occur when transferring a serial no. between product codes if one is serialized inventory and the other is non-inventory. The user will be warned regarding this impact. Hide Summary... | Change 380296 238051

General

Job Costing Overhead: Add Overhead to Budget indication to Stage and Budget: Summary info... Added notes when the Add Overhead to budget settings is Off indicating that all overhead budget values will be blank. Hide Summary... | Details Change 461008 237001
AutoSend: Allow Naming of exported PDF: Summary info... Go to AutoSend Modes > Advanced. See the PDF Attachment Name section Hide Summary... | Details Change 293674 237001
Ecommerce/Customer Portal: View and Download statement: Summary info... A customer statement can be posted to the online customer portal. Hide Summary... | Details Change 464113 237002
Direct Job Cost - Switch to enable Job Cost Offset Gl code: Summary info... This option allows the user to manage non-inventory products and user shortcuts. Job cost offsets are processed without enabling the direct job costs. Review Video on attached website. Hide Summary... | Details Change 422073 237002
INEC: Setting to get item count from specific warehouse, sync INVENWH: Summary info... Stock inventory can be set to limit sales based either on total stock or stock within a specific warehouse. See link to configure inventory stock on a specific warehouse. Hide Summary... | Details Change 466116 237007
Documents: Add documents to Rental Contract | Change 467173 237012
Ecommerce: Associate Web Logins with customer contacts:: Summary info... The customer portal allows the login user to specifically identify a contact record within the customer account. Hide Summary... | Details Change 466573 237013
AutoSend: Setting for TLS secure socket options: Summary info... AutoSend setting have been added for TLS secure socket options. Hide Summary... | 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... Document templates can be added to Edit Default settings to copy to each new account or task. Hide Summary... | 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: Allow sending email without a report attached | Change 469549 237040
AutoSend: Send Now Thunderbird integration: Summary info... New Thunderbird email client is integrated into EBMS Hide Summary... | Details Change 469243 237040
Change Logging: Search tab in System Options, Deleted document support: Summary info... This powerful dialog allows the user to search the vast log file for specific log information. Hide Summary... | Details Change 469882 237042
Add Details import to Job Costing > Inventory Transfer Ticket - Nathaniel: Summary info... The powerful Import Document Details tool allows the user to import data from a CSV file to a Job Transfer and Warehouse Transfer dialog as well as importing into other dialogs available in past versions. See link for a list of dialog options and steps to configure the import. Hide Summary... | Details Change 423403 237042
AutoSend - Send Now mode for customer payment: Summary info... A new Send Now option to conveniently email payment receipts from the customer's payment list or from the document's payment list. Hide Summary... | Details Change 470083 238016
AutoSend Statements from Menu should prompt to update Finance Charges: Summary info... AutoSend process includes the prompt to update finance charges. Hide Summary... | Details Change 457399 238016
Job Transfer: Add "Find in List" feature | Change 471428 238031
Change Logging: Additional fields for reporting: Summary info... Additional Change Log columns have been added to improve log evaluation and reporting. Hide Summary... | 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: Display change log per detail line: Summary info... SOP: Viewing Change Logs for Detail Lines Objective: The objective of this SOP is to demonstrate how to enable and use the new feature of change logging for detail lines. This feature allows us to track any changes made to information on a detail line in a sales order or any other document with detail lines. Key Steps: 1. Open the sales order or the document that contains detail lines. 2. Right-click on the document and select "Log Changes" to enable the change logging feature. 3. Make changes to the values on the detail lines. 4. As you make changes, you will see a log of the changes being recorded. 5. To view the change log for a specific detail line, right-click on the line and select "View Change Logs". 6. The change log will display the details of what was changed on that specific detail line. Cautionary Notes: - Ensure that the change logging feature is turned on before making any changes to the detail lines. Otherwise, the changes will not be logged. - Make sure to right-click on the detail line where you want to view the change log. Right-clicking on other areas may not display the desired information. Tips for Efficiency: - Familiarize yourself with the process of enabling and using the change logging feature to ensure accurate tracking of changes. - Regularly review the change logs to stay updated on any modifications made to the detail lines. - Encourage team members to utilize the change logging feature to maintain transparency and accountability in document modifications. Intro Video Hide Summary... | Change 472452 238054

Reports

Sales

Sales Tax Report: Add Date Range to the Sales Tax Detail (Automatic) report: Summary info... This is to help out those who report taxes on a quarterly basis. Hide Summary... | 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... This gives the user a range of dates if the exact process date has been forgotten. Hide Summary... | Change 472144 238044

Financials

Accounts Payable Aging: Update to match the new Accounts Receivable Aging layout | Change 468450 237027
Report: Purchase Orders by ETA: Summary info... Lists products on purchase orders grouped by ETA. Four groups: Overdue, Today, Future, and No ETA Date Hide Summary... | Change 466562 237031
Add "Post Transactions" question on Reconciliation report | Change 471126 238028

Labor

Tasks Work Order Report - Expand notes to cover the entire page | Change 461183 237001

Inventory

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... When an item's classification changed at some point in history, the value report may still need to show it when looking at previous periods. Hide Summary... | 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

General

Show Document (Sales/Expenses) Internal Notes on reports: Summary info... Receiving Checklist and Pick Sheet Hide Summary... | Change 455067 237001
Job Costing Reports: Merge, Clean up. etc.: Summary info... Job reports have been changed, job cost report sections have been renamed, and many of the job reports are enhanced. Hide Summary... | 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

Highlights:

General Enhancements

Sales

Financials

Labor

Inventory

General

Module Enhancements

Sales

Financials

Labor

Inventory

General

Reports

Sales

Financials

Labor

Inventory

General

Product

Services

Resources

Company