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EBMS

General Enhancements Back to Top

SalesSales

  • Supercharge the sending of AutoSend Statements by using Statement reports that pull data from SQL Mirror.: Summary info... | Details Change 472357 238048
  • Low Inventory Dialog: A new user setting defaulted OFF so that the dialog does not pop for Non-Stocked Purchase Methods | Change 472754 238059
  • 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

ExpensesFinancials

  • Journal Entry: Creating unbalanced transaction is no longer an option. Contact EBMS support if an unbalanced transaction is needed | Change 473972 238072
  • 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
  • Time Tracking: Assign Lunch Break option now adjusts timecard details too!: Summary info... | Change 473992 238076
  • Clock In/Out Times: Accountability Notes fields can be displayed to capture notes: Summary info... | Details Change 472936 238057
  • 2025 IRA - New Tax Type added for 2025 | Change 474078 238075

InventoryInventory

  • Inventory Adjust Counts: The 'Prepare For Count' now takes only seconds! | Change 471733 238037

GeneralGeneral

  • MyEBMS App Count Licensing: EBMS Server Manager checks the Koble EBMS Licensing Server for MyEBMS user counts | Change 473994 238075
  • 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... | Details Change 472568 238051
  • Customization Designer: Added Rental Contracts as a data type | Change 473580 238066
  • EULA: Every EBMS user is now presented with the option to accept the software license agreement | Change 473587 238066
  • Customization Designer: Support to customize the Inventory Component details dialog has been added | Change 472978 238056
  • Invoice: Added a setting to keep the SO/PO open after processing | Details Change 472934 238054
  • Customization Designer: Editable EBMS fields are editable on the custom page. | Details Change 468835 238034
  • EBMS User Count Licensing: EBMS Server Manager will now check the Koble EBMS Licensing Server for EBMS user count changes: Summary info... | Change 463529 238075
  • 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... | Details Change 472345 238047
  • EBMS User Count: Licensing has been centralized and workstations now check the EBMS Data Server for count instead of the local machine registry: Summary info... | Change 463529 238075
  • Customization Designer: A new Time field data type is now supported when creating custom fields | Change 473816 238068
  • Customization Designer: Added support for customizing Contacts | Change 472772 238054
  • Web Hooks: the Monitor now shows full detail of the payload and/or response | Change 472753 238052
  • Customization Designer: Add switch to allow custom fields to be editable on a processed invoice | Change 471695 238042
  • Koble Payments: EBMS Ecommerce now supports surcharge and convenience fees | Change 472859 238054

Module Enhancements Back to Top

SalesSales

  • ShipEngine: Added a setting to set shipping method to residential by default | Change 472337 238057
  • ShipEngine: Shipping Estimates on the SO or Proposal are no longer automatically calculated. The user must manually press "Est. Shipping" button. | Change 472081 238044
  • ShipEngine: The new USPS Ground Advantage services are now supported.: Summary info... | Details Change 471766 238043
  • Koble Payments: Cards stored using a payment device no longer use a pre-authorization to get the token: Summary info... | Change 473351 238061
  • Koble Payments: Support for Credit Card Surcharging and Convenience Fees | Change 471902 238079
  • Barcode Scanning - Prefixes added for Rental Contract, Mfg Batch, Serialized Added Cost Batch: Summary info... | Change 473681 238066
  • Koble Payments: Made changes to more gracefully handle situations when the payment device has a "CLOSED" status or is unreachable | Change 473356 238063
  • 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
  • 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: Level 3 now supported! Associate product to standard commodity code: Summary info... | Change 473065 238057
  • OPOS protocol for Zebra weight scale: Summary info... | Details Change 140547 238043
  • Koble Payments: Transaction inquiries are now available for both card present and card not present | Change 471911 238060
  • Koble Payments: Invoice and payment receipts now display the surcharge amount if charged | Change 473335 238066
  • Koble Payments: Gift cards for Virtual Terminal (non-device) are now available! | Change 472685 238057

InventoryInventory

  • Serialized Items: "Find in List..." new search option when assigning serial#'s | Details Change 473591 238064
  • Purchase Methods: Add optional setting (registry) to optimization of opposite document open-load-save-close during synchronization | Change 471949 238047
  • Location Quantity Tracking: A new module available in all Enterprise Editions! Track counts by bin location: Summary info... | Change 474044 238077
  • Serialized Item > Change Product ID: The depreciation wizard will now pop if the selected product has a fixed asset account | Change 471873 238051
  • Automotive: Core/FET charges are now supported on Job Transfer backorders | Details Change 472733 238053
  • Automotive Cores: Receiving Screen and PO Partial Shipment now support Automotive Cores functionality. | Change 472342 238047
  • Rental Code Accessories: Added support in Contracts to insert accessories on right click | Change 473670 238067
  • Users will now be alerted when transferring a serial no. between a serialized and non-inventory serialized product code.: Summary info... | Change 380296 238051
  • Serialized Specs: A Proposal tab has been added to the Serialized Item dialog | Details Change 473411 238061
  • Vendor Catalog List - Right-click on a catalog to Cut and Paste it for quick reordering. | Details Change 472438 238048
  • Vendor Catalog: EBMS now skips subfolder creation when catalog field is blank in the vendor catalog file | Details Change 473420 238062

GeneralGeneral

  • Change Logging: Sales Payments are now supported | Details Change 471472 238054
  • Contacts: Non-primary contacts are now transferred when merging customers, vendor or workers | Change 418704 238076
  • Change Logging: Additional fields for reporting: Summary info... | Details Change 471464 238032
  • Change Logging: processing a document is now logged | Change 471973 238054
  • Change Logging: Display change log per detail line: Summary info... | Details Change 472452 238054
  • Change Logging: Extensive optimization to improve performance and reduce locking issues | Change 473657 238070
  • Document Import: Added support to import the Vendor Part Number on a Purchase Order: Summary info... | Details Change 473013 238056
  • Websites and API can now generate and download a pdf copy of a proposal | Change 473942 238071
  • Change Logging: Improved logging text when old or new field value is blank | Change 472397 238054
  • Job Transfer: Add "Find in List" feature | Change 471428 238031
  • SQL Mirror: Allow mirroring of table ARSMSHIPINFO if not connected to WorldShip and FedEx: Summary info... | Details Change 473269 238063

 

Reports Back to Top

SalesSales

  • Invoice and Statement Forms: Layout option added to support Double Window No. 10 Envelopes | Change 473754 238074
  • Add Commission Date Range to processed commission reports: Summary info... | Change 472144 238044

ExpensesFinancials

  • 1099 CSV Export for IRS Upload: New reports available to generate the file the IRS website can read | Change 472953 238054

LaborLabor

  • 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
  • Year End 2023: Update Tax Forms and Form 943 to 2023 | Change 470383 238051

InventoryInventory

  • Receiving Checklist: The Product ID now wraps if it is long. | Change 471916 238039
  • Add barcode/scan support to documents | Change 473686 238066
  • New Report: Physical Inventory Worksheet for Cycle Counting | Change 474071 238074
  • Dead Stock Report: Added an option to Exclude Products Last Purchases Since... | Change 472146 238046

GeneralGeneral

  • 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