General Enhancements Module Enhancements Reports

Version 8.5 Version 8.4 Version 8.3

General Enhancements

Sales

Customers: Payments tab: Summary info... New Payments Tab to view customer payments. Hide Summary... | Details Change 467386 237014
Sales Payments: Add security to payment types | Change 469150 237036
Sales: Penny rounding on payment of cash invoice balances in Canada: Summary info... ash payments can be rounded to the nearest nickel to eliminate the need to receive the penny. Hide Summary... | Details Change 468710 238009

Financials

Account Reconciliation Ending Date can no longer be set into the future | Change 466662 237009
G/L Year Page drilldown: The reconciled date is now displayed in a column | Change 468742 237031
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... 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

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
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

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
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

Module Enhancements

Sales

Virtual Terminal: Setup both an American and Canadian payment gateway | Change 465072 237003
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
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
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
Gift Card Sales: Validate that a gift card received the added balance | Change 468226 237036
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
Create Recurring Bill: Add option to view new sales order created | Change 470450 238027

Financials

Receiving: Display Purchase Order detail line Internal Notes | Change 470294 237046

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
Task: 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
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

General

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
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
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
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: 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
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

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

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

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 ) | Change 468659 238023

General

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
Show Document (Sales/Expenses) Internal Notes on reports: Summary info... Receiving Checklist and Pick Sheet Hide Summary... | Change 455067 237001

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Highlights:

General Enhancements

Sales

Financials

Inventory

General

Module Enhancements

Sales

Financials

Labor

Inventory

General

Reports

Sales

Financials

Labor

Inventory

General

Product

Services

Resources

Company