What's New Archives

In this article, we maintain a comprehensive history of our updates and bug fixes. If you're new to Shop Manager, we recommend that you begin with the Training Tours.

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Version 1.0.15.22200 - Sunday December 20, 2015

Changes:

• Deleted item recovery now has the ability to search for deleted work orders and recover deleted work orders.

• • Deleted work orders are only kept for 30 days on old system and with this undelete feature it is only kept on the system for 3 months. You will not find deleted work orders (other than special circumstances) beyond that.

  • Also enhanced the display for service item / vehicle to be cleaner and includes more contact detail.

  • Mouse over any deleted item also shows when the item is created, last modified, deleted.

• Enhancement to checking existing appointments / work orders to catch more potentially duplicated work orders / appointment.

• • If a service item / vehicle is selected then we check if there's past / future appointment / work order against the same service item / vehicle or if there's past / future work order against the vehicle's owner contact only (without a service item / vehicle).

  • If only a contact is selected, then we check if there's past / future appointment / work order against the contact regardless of the service item / vehicle.

  • This is to help the case where an appointment is created against the contact and then you are start a work order against the vehicle, or other similar situation that wasn't covered before. Appointments created by typing in the contact name / vehicle using free text entry cannot be checked against anything.

• Ledger check transaction date and lock transaction date.

• • Added new setting in Location Settings | General Ledger

  • Check transaction dates so that if a transaction that will impact ledger is dated more than X days into the past or more than Y days into the future, the user is warned. Default is to warn if 90 days into the past and 30 days into the future.

  • Added another setting that locks down ledger transactions. This is so that it will prevent any operation that will impact ledger that's dated on or before the set date.

  • Both setting can ONLY be changed by someone in one of the system defined Administrators roles.

  • Note: Warning setting is there to help user reduce common mistakes like typing the year wrong or typing the month wrong, etc. The locking feature is to help close the book after the fiscal year is done or taxes prepared.

• New reports:

• • New bank account reconcile report that shows both the bank statement value and the ledger value as well as the difference between the two. New drill down report allowing the user to see the ledger transactions that have been booked by statement date but was not reconciled as part of the statement.

  • New tax exemption contact list report listing contacts with tax exemptions as well as the tax exemption details.

  • Added total / discount / cost amounts to Time Clock Statistics Extended report.

  • Added first invoice to contact list report.

  • New Taxable Sales Summary report allow you to enter up to two tax codes and showing subtotal of lines where the tax code is applicable as well as other charge total where the tax code is applicable.

• New enterprise setting:

• • Added a new Enterprise Settings that's similar to the Location Settings on a location database. This is basically "Location Settings" for the Enterprise database.

  • Inventory - Advanced inventory price editing.

  • Receivable - Default account settings & vehicle display options.

  • Payable - Automatically purge on reconcile.

  • Contact - Force marketing source entry.

  • General ledger - Warning and lock ledger transaction setting.

  • Setup - Splash screen URL.

• Active work orders are now being sent and kept on the enterprise server.

• There's a new setting in Location Settings | Inventory for enterprise users. User can now choose to display network availability by either In Stock quantity or Available quantity (Available = In stock – On work order).

• • When choosing to display the quantity in Available quantity, if available is different from in stock, we will also display in stock quantity on the detailed popup after the available quantity.

  • Note this is not going to show the correct amount until all existing work orders are all saved again at the location. So it might take a day or two for it to reflect the actual value as old / existing work orders at the location are either updated or posted.

• Enterprise inventory batch update now have the ability to add a pricing for price level for a particular date and delete pricing level with a start date if Advanced inventory price editing is enabled in the Enterprise Settings. This is similar to what is already available at the location if Advanced inventory price editing is turned on.

• AutoServe1 integration enhancements:

• • Inspection order is not set to be closed unless the work order is in one of the In Progress stage.

  • AutoServe1 now can update inspection URL after the invoice is posted.

Bug Fixes:

• Fixed a bug using break out editor to edit name of a contact doesn't work.

• Showing only first 50 character of notes and ellipse the rest with "..." for work in progress display.

• Update work order editor's caption when user changes the contact detail.

• Tire fitment selection dialog is too tall for some screen resolution.

• Now default the input focus on the material dialog to the quantity field after catalog search or inventory search.

• Sublet should not print technician.

• Invoice's service category is not set correctly on the line.

• Fix browser incompatibility being display on ProDemand / ShopKey Pro when the wrong credential is entered.

• Reward calculation might be wrong with work order type of rule.

• Fixed a problem where credit slip returning core only is also returning the part cost to returned items.

• Combined work order and contact tags should only be saved when invoice is posted.

• Inventory pricing's effective date display on the inventory material dialog shows the wrong end date.

• Make sure when an inventory activity occurs on a deleted inventory material, the inventory material is then undeleted. This occurs when someone returns item back to inventory after the inventory material is deleted.

• Scheduler is not loading the full week if the week splits a month for the first week of the month and the last week of the month on the calendar.

• The monthly calendar view for creating appointment is not showing the appointment counts correctly.

• Change contra entry's payable transaction to a different payable account fails.

• Make sure the check date matches with payable make a payment.

• Make sure the check date is disabled when the date should not be allowed to be changed.

• Make sure bank account reconcile does not list transactions after the statement date so that user will only pick transactions that's on or before the statement date.

• Payroll entry should not default to a ledger account that's set to to be subtotal only.

• Payroll entry should remember the last used ledger account for payroll entry for the employee even when user choose not to re-use the last payroll entry value.

• Changing end date on balance sheet is not working properly.

• Enterprise prepare receivable statement is not showing the correct list / balance.

• Enterprise should have workstation settings for email so that statements can be emailed

Version 1.0.15.21290 - Sunday November 29, 2015

Changes:

• Contact tag:

• • There's now a new type of tag for contacts.

  • You can assign tags to a contact on the general page.

  • Any tag that's assigned to the contact that matches any work order tag will automatically be included as a work order tag. This will impact anything a work order tag can impact such as other charges, pricing profiles, or reward card calculation.

• WHI Catalog Update:

• • Updated to use the latest WHI catalog search method.

  • Added the ability to group search results by part type or manufacturer. The default is part type.

• Bank account reconcile print now shows the list of transactions reconciled with a subtotal as well as a separate list containing transactions that are within the statement date range but not reconciled together with a separate total. The bank account reconciliation report's drill down now also includes transactions that are within the statement range but not reconciled in a separate column so that reconciled transactions can be sub totaled and filtered separately with not reconciled transactions.

Bug fixes:

• The account journal opening balance is wrong when the client is using certain time zones.

• If user is setup to use Shop Key Pro, the button on the work order editor should be labeled as Shop Key Pro.

• Fix the problem with Tax Transaction Summary report not showing any result for enterprise.

Version 1.0.15.21220 - Sunday November 22, 2015

Changes:

• New Deleted Item Recovery under the Utility menu. Users with the security to delete the items has security to recover them. The following listed items can be searched upon and recovered:

• • Profit Center

  • Service Category

  • Contact

  • Service Item

  • Inventory Item

• User can now choose which other charge / taxes to export / import so that you can export / import only the other charge / tax that you want and not just all of it.

• New enterprise bank account reports that will report on enterprise bank accounts at the enterprise.

Bug fixes:

• Option no to automatically clock out for those cases where our improved automatic clock out is still not handling the attendance correctly.

• Importing setup using match by name is not working properly.

Version 1.0.15.21010 - Sunday November 1, 2015

Changes:

• Enterprise receivable accounts managed by enterprise can now take quick payment at the location.

• Ledger account transaction can now make adjustments into receivable and payable account that are managed by enterprise.

• Warranty update:

• • Pro-rated and tread wear warranty now calculates the customer amount from the sell price and will no longer default to selling at cost.

  • The vendor amount will be by default populated to be Cost - Customer Amount, but the user can modify the amount to anything they want. We will display the background in red if the Customer Amount + Vendor Amount != Cost as a warning.

• Enhancement to US AutoForce:

• • Always showing branch codes when showing availability for US AutoForce.

  • Added the ability to select which branch to order from on the order confirmation dialog.

  • Added the ability to configure multiple delivery methods by separating the delivery method using comma on the setup dialog.

  • Added the ability to choose a delivery method when placing the order.

• Added the ability to search by part number to all online tire suppliers that support search by part number (Atlas Tire, US AutoForce, and ATD).

Bug fixes:

• Using the enter key after assigned a cost to close the material dialog does not automatically calculate the sell price.

• Work order technician form loses user entered content if the user waited for too long.

• Work order technician form switches to work in progress after some time interval.

• Duplicated report column heading for Material Sales Summary.

• Street column not populated on Service Package Line Group Invoice

• Delete the work order should send closing work order to AutoServe1

Version 1.0.15.20180 - Sunday October 18, 2015

Changes:

• Added ProDemand to technician work order view.

• Print all purchase documents using the same order as shown on the screen.

• Added the ability to close AutoServe1 inspection when the work order is posted as an invoice or deleted.

Bug Fixes:

• Calculated column on report with Boolean type should always use check box.

• Catalog settings for ShopKey Pro is not saving credentials correctly.

• Fixed security permission when assigning modify permission to some of the concerns, inspections, and services.

• When an additional service package is being added to the work order, duplicate checking is not working.

• Fixed file manually attached to any emails is deleted upon send.

Version 1.0.15.20040 - Sunday October 4, 2015

Changes:

• The work order editor now checks for supplier invoices when removing lines or service packages so that user is prompted immediately if a line or service package cannot be removed due to supplier invoice posted, etc. Prior to this, the user is only prompted when they later save the work order.

• Reports:

• • Show actual contact / vehicle information when the invoices is posted on the Invoice Summary report.

  • Updated columns for the Receivable / Payable aged report to be more accurately describing the aging bucket.

• The data cached by the program now refreshed every 30 minutes so that latest configuration data will automatically take effect even without the user logging out and logging back in.

• Enabled Mitchell ProDemand. The setup in in Setup | Catalog Settings

• • To use Mitchell ProDemand, open any work order and ProDemand button is on the Utility tab.

  • Select any service package and launch ProDemand automatically searches for the service package title. Select any line and launch ProDemand automatically searches for the material definition or description.

  • Known issue with ProDemand. ProDemand did not include a way for us to terminate the active session when the user or the application closes the ProDemand window. So if you use it enough, you will see the following maximum number of session has been reached window. User will have to then logout existing session, then click cancel. Then launch ProDemand again.

• 

Bug Fixes:

• Removed buttons that allow user modify the dashboard if the user does not have Modify security right.

• Fixed the case where if a work order document template is set to only print deferred work, the comments are not printed.

• Fixed Other Charge rules are not showing up in import wizard.

• Purchase order that still has unreceived lines should not be allowed to be updated to Completed status.

•  After receive, if the receive will generate back order lines, those lines will be shown on the purchase order.

• Added the ability to see received lines on the purchase order.

• Draw inventory from network search result is not working.

• Fixed warranty editing Total Charge crashes.

• Warranty now honours the core return status for the material line and not always force core to be not returned.

• Inventory transfer request take too long to get to the other location.

• Use asynchronous call for AutoServe1 export.

Version 1.0.15.19200 - Sunday September 20, 2015

Changes:

• You now have the ability to delete deferred work. Remedy deferred work is to mark an item as having been performed elsewhere. Delete deferred work is for correcting a mistake or to make it so that the deferred work will no longer show up.

• The payroll check format has been changed so that the stub now prints the information in two columns with smaller font. This way more deduction items can be included. The grid will provide a cleaner layout.

• Credit invoice can now be posted using enterprise bank account.

• Receivable / payable aged report are now spreading the buckets evenly. There's a new Future column for Receivable to count all the not yet due amounts.

• Ledger account mapping: for those accounts that can be mapped to different account types, you now choose the account type on the first column. Then select the account on the third column. The account will also list with the same types (namely asset accounts will list with all other asset accounts) as you switch types.

Bug Fixes:

• Email for credit slip posting now also pops up the email editing dialog so that user can customize the email message.

• Fixed reassigning work order from a vehicle to a contact crashing.

• Credit slip for selected lines for material lines with core not returned shows the wrong value.

Version 1.0.15.19060 - Sunday September 6, 2015

Changes:

• There's now a Default Payee setting on the Payable Account. This is meant for payable accounts with multiple associated contacts. The payment check will be made to that contact.

• The email dialog now pops up in the invoice posting wizard after the invoice is posted so that the user can customize the outgoing email message.

• Outgoing document now prints using either the company name or the first / last name on the contact record and not File As. File As is meant for filing purposes within the location.

• New Sales Summary (Enterprise) report which is mean for any enterprise that wanted a summary of Invoice Summary per location. This report can be drilled down to each location to show basically the invoice summary for that location for the same time period.

• You now can map Payment To / From Other Location to an asset account.

Bug Fixes:

• Several issue with inventory material network search not showing the proper result.

• Delete adjustment on Receivable / Payable account doesn't work.

• Receivable / Payable value report sometimes doesn't show the correct value.

• Adding a report that has calculated column and row filters to dashboard causes freezing.

• Choosing multiple item on catalog launched from Estimate does not work.

• Make dashboard print out resizing a bit more consistent.

• Switch page orientation from landscape to portrait doesn't always work.

• Report columns that are grouped by does not restore to the proper width.

• When opening the detail labor line properly on an invoice, the labor line will not showing the correct rate and total if the labor rate has changed since the invoice is posted.

Version 1.0.15.18230 - Sunday August 23, 2015

Changes:

• Dashboard can now be printed. The dashboard will always print to fit to one page (landscape or portrait).

• • New Deploy dashboard tool in Dashboard. This allow administrator (the user must have one of the administrator roles) to deploy a dashboard to any number of users.

  • Users are still restricted by their security settings. So if a user does not have security to run the report they still will not see any data from that widget in Dashboard.

  • If the user already has the same Dashboard, the existing dashboard is overwritten. This is done by ID. Meaning if you modify a dashboard deployed by someone, if that dashboard is deployed again, whatever modification you have done will now be overwritten.

• There are now two new "Current User" reports - Vital Signs by Service Advisor and Vital Signs by Technician.

• When the work order is loaded or when the inventory is drawn, we now try to calculate the actual cost based on the inventory batches to give a better cost estimate and margin based on the quantity and the actual batch rather than purely base on the base cost.

• The MSRP from catalog or from the online supplier is now populating the MSRP field on the work order. This field used to be populated by sell price.

• You can now specify a specific post date for Supplier Invoice flush wizard.

• You can now define other charge royalty profiles at the enterprise. The royalty report also shows the other charges and their rates and totals.

• When searching inventory in the network, the cost and prices are now displayed even if there's no stock at the location.

Bug Fixes:

• Inventory export crashed when there's a price level code 'Base' or 'Inventory'.

• Saved report layout with grouping on calculated column causes report to crash on execute.

• When converting from appointment to a work order using a template, the inventory association set on the service package templates are lost.

• Inventory material should export in the same order as they are displayed in the grid.

• Inventory material search by part number will now return the list of inventory material in the same order as the part number list.

• Network search for inventory item is not showing the correct pricing when it is set to lock to enterprise.

• Crash on opening work order when there's an exemption for a deleted other charge / tax.

• Changes in how receivable / payable transaction descriptions are captured so that we can properly reconstruct the description when it is modified.

Version 1.0.15.18160 - Sunday August 16, 2015

Changes:

• New Deploy Layout tool in Report | Layout. This allows an administrator (the user must have one of the administrator roles) to deploy a report layout to any number of users.

• • If you saved one report layout you can then deploy this to any number of users that you wish to have it in their My Reports.

  • Users are still restricted by their security settings. So if a user does not have security to run the report they still will not see that report in My Reports.

  • If there is already a report layout with the same name, the existing report layout is overwritten.

• New Payable / Receivable Account Value report that allow you to report on account values on a particular date. This allow you to see the account values in the past as well as get the transactions that makes up that account value on that date.

• When using inventory search on the work order, there's a new drop down allowing the user to draw inventory on a new material line. This way the user can add multiple inventory lines to a work order without closing the inventory search dialog.

• Deferred work from the entire enterprise is now shown during work order.

• • For those that have service package templates at the current location, you can add deferred work from other locations directly.

  • For those that do not have service package templates at the current location, you can choose a local service package to remedy the deferred work.

  • Deferred work will be remedied in the entire enterprise across all locations that the vehicle has been serviced.

Bug Fixes:

• A issue with certain replay layout that have both calculated columns and filtering that prevented the My Report from loading.

• Reward card transaction duplication at the enterprise level. This only affects display of invoice and reporting and does not affect the actual reward card upload / processing.

Version 1.0.15.18090 - Sunday August 9, 2015

Changes:

• - New posting confirmation dialog for supplier invoice, consignment invoice, bill.

• • There's now just one confirmation dialog. Warning of item(s) on active work order for supplier invoice is shown on the same dialog with bold label.

  • If the supplier / vendor does not have a payable account setup, you can create one or associate to an existing one right from the dialog.

• New check payment method for returned item credit slip and warranty claim posting.

• New Report Settings:

• • Now you can choose if you want report parameters to print or to default to the print document setting on a per report bases. So Default (square choice) means whatever print document setting is. Otherwise you can force the report parameter to print or not to print on a report by report basis. Save the layout to My Report so that the report will always print that way.

  • Now you can scale the report print out by percentage or let the software scale it to automatically fit X pages wide.

• New report for currently logged in user.

• • There are a bunch of technician, service advisor, time clock reports that's titled "????? (User)". This type of report will only show data for the currently logged in user. This is so that you can grant these type of reports to a technician and they can see their own statistics.

• The Return Item Reports now show Source (where the returned item came from) and Status (where did it go). So now you can tell where the returned item is from (work order, inventory, purchase, or found item), and you can tell where it went (marked as lost, moved to inventory).

• WHI catalog now shows alternative parts when it is returned by WHI.

• The Find tool found in many places that search on the result grid now have a common keyboard shortcut of Ctrl + F.

• New feature to lock a contact:

• • A locked contact's general information such as name, address, phone number, uri, etc can only be edited by the owner location or by the enterprise.

  • Other locations edits still change other values that are not general information, most of them are related to the editing location only.

Bug Fixes:

• Payable / receivable reconciliation should be able to make payment on the same date as the invoice.

• Enterprise receivable / payable account should synchronize contact for the accounts with the location.

• Batch update inventory material's field length now matches that of the inventory material dialog.

• When printing on a charge page on the report an extra blank page is generated.

Version 1.0.15.18030 - Sunday August 2, 2015

Changes:

• Return item credit slip and warranty claim can now be posted directly to cash, bank account or credit card.

• Inventory material batch update

• • There's now a new option to update Inventory Material Information using a file.

  • Matching can be done using Part Number + Manufacturer or just Part Number alone (allowing the manufacturer to be updated with values from the file)

  • You can update most inventory material's fields using a spreadsheet or CSV file.

  • The user maps the fields to be updated using a similar mechanism as inventory import.

  • Any line that does not match will be output in a .Invalid file in the same directory as the input file.

  • Any line that matches more than one inventory item will be output in a .Duplicate file in the same directory as the input file.

Bug Fixes:

• Inventory Cost Report is not showing results for users in Admin roles.

• Security wizard not showing Setup permissions for Security Administrator.

Version 1.0.15.17260 - Sunday July 26, 2015

Changes:

• Payable account transaction can now be moved to another payable account by using the edit tool.

• • If the transaction had been since "changed" meaning if any debit or credit has since been applied to the transaction, then the transaction cannot be moved.

  • In an enterprise payable setting if the transaction is not created by the location, (such as a payment from the enterprise) then the transaction cannot be moved.

• Inventory material price batch update from spreadsheet

• • There's a new option in the Inventory Batch Update for location and enterprise, "Update inventory material's sell price from previously exported spreadsheet". This option allow you to use previously exported spreadsheet from Setup | Inventory and use its sheet to import back any changes that you have made on the sheet in terms of price calculation.

  • Only the "Base" sheet and Sheet for each price level can be used.

  • The user can only update fields in the price calculation. No other fields are updatable in the spreadsheet and by default it is locked and protected by the exported spreadsheet. Hacking of the protection state of the exported spreadsheet may cause the entry to be not importable or may cause odd behaviour inside the price calculation.

• Reward card in enterprise

• • Reward card entered for a contact is now synchronized across the entire enterprise

  • Reward card transactions is now uploaded to the enterprise server for enterprise reporting.

  • New enterprise wide report for Reward Card Lift & Shift, Reward Card Line Item Sales, and Reward Card Transaction.

Bug fixes:

• Fixed search result changes after editing is done on result generated by Search by Part Number.

• Fixed crash when user open General Ledger without "Financial Statement" security right.

• Fixed security permission for Trial Balance.

• Drill down report is not showing the parameter panel expand/collapse button correctly.

Version 1.0.15.17190 - Sunday July 19, 2015

Changes:

• Contra for both Receivable and Payable.:

• • Accessing Contra using Make a Payment drop down. The Make a Payment sub-menu item is for the normal Make a Payment while the Contra sub-menu item is for Contra operations.

• CARFAX plate to VIN and VIN decode update:

• • When CARFAX VIN decoder returns a single vehicle, user can choose "No" to reject the vehicle selection and choose manually from ePartExpert VIN decoder result. Click Cancel simply cancels.

  • When CARFAX VIN decoder returns more than one vehicle, ePartExpert VIN decoder result is show on the top too to assist user in selecting the proper engine size. There's also a No Match button if a correct engine is not returned in the list CARFAX returned. Then user is prompted to manually select a vehicle specification from ePartExpert VIN decoder result.

  • On the ePartExpert VIN decoder dialog, we added an algorithm to best "guess" how the ACES year/make/model should be selected based on ePartExpert result. It is not perfect, since it is not always possible to determine the make or model base on ePartExpert's result. But it can save user 3 clicks most of the time.

• General Ledger:

• • There's a new Find too on the General Ledger manager to allow the user to find accounts faster.

  • Ledger Transaction Search by entry number is now done using all dates and all accounts, and matches the exact number. As soon as the user types in something in the entry number field, the date range and accounts will be disabled.

  • Trial balance will no longer show sub-total only account with no transaction balance for the account if the account hierarchy is not being displayed.

• Added a new "Add" security for Inventory so that user can only add new inventory material if this security permission is granted. This is separate from Modify so that you can have user who can modify existing inventory and not able to add new inventory item.

• Improved VIN decoder to ACES so that we will guess what Year/Make/Model as best as we could and select it by default for the user.

• Enterprise:

• • There's now a Consolidated Income Statement and Consolidated Balance Sheet tool that will consolidate accounts for all locations as well as the enterprise and show a single consolidated financial statement. There's option to see details from each location.

  • Reward card information for each contact is now synchronized within the enterprise.

  • Reward card transaction is now upstream to enterprise.

Bug fixes:

• Fixed ledger account some times cannot be positioned by drag and drop.

• Payroll entry and print out YTD amount should include the current payroll entry.

• General Ledger Transaction form's Save button is now labeled as Post.

• Corrected the Find icon on Audit Trail and Ledger Transaction Search.

• When placing order with AutoZone do not send the order if none of the item is available.

Version 1.0.15.17120 - Sunday July 12, 2015

Changes:

• The work order total is now displayed on the work in progress and shown on a work in progress related reports.

• • This only applies to work order that's newly saved since last update. Any work order that was not updated since end of June will not show the total in work in progress and will show as $0 in reports.

• Credit invoice and cost:

• • Made it so that when crediting parts, if a part is being returned then the full cost is recorded and reported upon, otherwise no cost is recorded and reported.

• Fluid capacity will now also apply to lines with definition of Auto Trans Fluid and Manual Trans Fluid. If the catalog returns fluid capacity for automatic / manual transmission then the quantity will be applied accordingly. Gear Oil remains to work for any chosen transmission fluid Auto or Manual.

• Alliance catalog will show first 15 character of the store name for Alliance catalog.

• There's an adjustment tool in the Bank Account allows user to enter simply adjustment quickly.

• Added the ability to use either In Stock or Available quantity when doing inventory reorder. The selection is saved so that it's used the next time.

• Inventory Setup Export to Excel is updated so that multiple sheets are exported with additional sheets covering the base price and each individual price level and its calculation.

• Report enhancements:

• • Added labor hours to Service Package Sales by Service Advisor / Technician.

  • Added work order total to Deleted Work Summary, Estimate List, Future Work List, Work In Progress Summary.

  • Add profit center name in front of the service categories in the parameters.

• Printing:

• • Payment detail how can be printed out for Payable payments.

  • Receivable statement  is now sorted by Due Date, then Post Date, then Description.

• Show online catalog and lock sell price on the enterprise inventory setup search screen.

• Integrated web services are now available also on the enterprise.

Bug fixes:

• Added security setting at the enterprise for Payment Methods, Payable Account, Receivable Account, and Workstation Settings.

• Stand alone catalog should be able to work with smaller screen size.

• Fix an issue with remedying past work that has been deferred multiple times.

• Deferred work is not working on Customer Follow Up Report.

Version 1.0.15.16280 - Sunday June 28, 2015

Changes:

• New "Flush" tool on the Supplier Invoices under Purchases. The tool allows you to search for unposted supplier invoices from one or many suppliers and then post them in a batch to payable in a single operation.

• • The user can choose which supplier (one or more) to search from as well as a date range.

  • The user can remove any supplier or supplier invoice in the search result that they do not want to post.

  • The total number of invoices and total amount is shown in the search result.

  • Any supplier that does not have payable account created is listed on the top and can have a payable account setup right inside the wizard.

• New time clock integration on the Technician Work in Progress view.

• • On the technician work in progress, we are now showing active clocked in items as well as work hours remaining, attendance, clocked hours, invoiced hours, overall productivity, and efficiency.

  • On the technician work order editor, current clock status related to this work order is shown. There is a time clock button to clock onto the work order. And individual button to clock onto individual labor lines. So the technician using this view needs only to open the work order and click on the clock button to clock onto different job s/he is working on.

• Print Document Changes:

• • To print only inspection or inspection results for a work order or invoice, change the Advanced Options and Turn on Do not show labor / material / sublet line and Do not show service packages. Also turn on Do not show pricing information for entire document and Do not show per-category subtotals. Also do not print any comments. Check show regular items and set Inspection format. Then there will be a work order header followed by just the inspection.

  • You can now print inventory Grid location on the document. Advanced Options and change Display Grid Location option.

  • New Print Document setup for Invoice / Credit Invoice on the Enterprise Setup so that enterprise can re-print invoice or credit invoice.

• Vehicle specifications and tire specifications are now available on the standalone catalog under Utility | Catalog on the Specification tab. This one is available in the last few updates but never mentioned in the change log.

• Updated Atlas Tire supplier connection to add support for categories (All, Winter, Non-Winter). Also disallow ordering of items that do not have availability.

• Update WHI supplier connection based on what WHI have asked us to do to help them solve their connection issues.

• Inventory Material dialog no longer requires Default Supplier to be selected.

• Other charge rules for material lines can now define rules based on part definition. (e.g. Tire Disposal Charge applies if the definition is Tire.)

• Added a copy to CRM External Setting where CRM settings will be copied to clipboard. This is so that the user can paste the information into an email to their CRM vendor easily.

• A new integrated services setting to setup web service integration with external vendors.

• New Smart Label setup for Enterprise Setup including Import, Export, and Security.

• Payment method can now be imported and exported on the enterprise. System defined payment method Cash, Check, On Account is not exported or imported. All existing enterprise should have those missing payment methods shown up now.

• Newly created enterprise databases will have Default Bank Account and Default Credit Card created by default. Existing enterprise will not be touched. Existing enterprise can create bank account / credit card as they see fit.

Buy Fixes:

• Enterprise should be able to merge any contact from any location into any other contact that belongs to any location.

• Print document does not allow only printing of summarized deferred work.

• Deferred Work Summary report Remedied column is not displayed correctly

• Only invoicing material should be allocated on the work order against available inventory.

• Definition setting on pricing profile is not saving correctly.

• Make sure AutoZone order message is trimmed to a maximum of 250 characters.

• Server is not handling expired session correctly.

Version 1.0.15.16140 - Sunday June 14, 2015

Changes:

•  AConneX connection is now pointing to the AConneX cloud gateway allowing connection to work for those supplier that are on AConneX Cloud.

• WHI connection now uses the new part search web service that WHI has provided to help searching only parts supported by the supplier / vehicle, and to allow better result on part when searching for certain terms. (e.g. Steering Tie Rod will now return result for Steering Tie Rod End, etc).

• Work order prioritization now have a new technician view that shows works assigned to each technician and allows prioritization for each technician. The technician work in progress view will show the work orders in the same order as this.

• Added the ability to create a cheque when making a payment on credit card.

• Duplicate a service package now duplicates the related service packages as well.

• Enterprise bank accounts:

• • Can now use enterprise bank accounts on cash paid out.

Buy Fixes:

• Crash when opening credit invoice.

• When low order and high order is set to the same value, the re-ordering is not working.

• Work order and other editors that have a mini information pane now has a more consistent size.

• No cash option for payroll entry.

Version 1.0.15.16070 - Sunday June 7, 2015

Changes:

• The ability to open a ledger transaction from audit trail.

• Reverted the change from last version on supplier invoice so that supplier invoice will default the post date to when the supplier invoice is created.

• • Returned item credit slip and warranty credit slip are both still defaulting post date to today.

• Added the ability to use an enterprise bank account in the following areas:

• • Payable quick payment

  • Payable make payment

  • Payable reconcile

  • Payroll entry

  • Payroll remittance

  • Tax installment

  • Tax Line Adjustment

  • Tax Remittance

• Also added the ability for enterprise to print those cheques out.

Bug fixes:

• Allow bank account/credit card reconciliation with zero transactions.

• Tread wear warranty might not show under certain font size.

• Disable viewing line properties on credit invoices.

• Security administrator was not able to assign Setup security rights that they have.

Version 1.0.15.15310 - Sunday May 31, 2015

Changes:

• The ability to collapse information pane on work order group of editors:

• • This applied to Estimate, Work Order, Credit Slip, Invoice, Credit Invoice editor.

  • There's a new toggle button on top of the information pane on the right hand size that allow the information pane to be minimized.

  • While the information pane is minimized, the all functionality is retained. The user can click on the individual button to bring up a pop up that will have the exact same functionality as when the information pane is expanded.

  • The previous state of the information pane will be remembered when the editor is launched again.

  • This is aimed at those user who has very low screen resolutions such as 1024x768. Keep in mind, .Net's officially supported minimum resolution is still 1280x800.

• Default supplier invoice, returned item credit slip, and warranty claim's post date to today if there's no post date set.

Bug fixes:

• Fixed enterprise account editor crashing when some fields value are not set.

• Fixed tax line adjustment crash when choosing a none bank account as the adjustment account.

• Recalculate the formula again after the filter is applied so that the formula result reflects the filtered result.

• Item to Be Returned report should not show items that are deleted as lost or returned to inventory.

• Security administrator should be able to update his/her own Name, Description and security credentials. Only the role assignment and permission editing should be disabled.

Version 1.0.15.15240 - Sunday May 24, 2015

Changes:

• Inventory batch update can now remove definitions from inventory if you select to update definition and then leave the field blank.

• Enterprise:

• • You can now assign, create or update receivable / payable accounts at the enterprise on the contact editor. Keep in mind that if you assign a contact to an enterprise receivable / payable account, even if the account is managed by location, this contact will have access to that account at all selected locations.

  • We now default to all locations selected when you create an enterprise receivable / payable account. So if a location should not have access to that account, remove it from the list.

• Reports:

• • New Inventory Cost Summary (Enterprise) report.

  • Updated Inventory Cost Summary report and added Grid and Service Category parameter.

Bug fixes:

• Tax line adjustment using a bank account as adjustment account fails.

• US Auto Force order failed when there's no vehicle assigned to the work order.

• Automatic catalog coverage update is not working correctly.

• Display error message if available when manually updating catalog coverages.

Version 1.0.15.15170 - Sunday May 17, 2015

Changes:

• New supplier connection type: CAPP.

• Export purchase order for Michelin Bibnet and Yokohama XML file format.

• Enterprise receivable account:

• • Fixed problem when editing the enterprise receivable account using the Accounting Manager. It was only previously working with the setup manager before.

  • When the receivable account is managed by the location, the location can now set its own credit limit, service charge, and statement options independent of each other. The account # and the account name is the only thing the enterprise controls.

• Enterprise Setup:

• • Hide any item that enterprise cannon import/export.

  • The user can now import / export payment methods & accounting terms at the enterprise.

• Enterprise Payable Account:

• • Payable account is defined at the enterprise and can have one or more contacts associated with it.

  • Works similar to enterprise receivable accounts where the account can be managed by the enterprise or the location.

Bug Fixes:

• Security administrator not able to add/delete role/user.

• Report / dashboard hangs when filtering a calculated column.

• User should be able to see details on the On Work Order and on Order for as long as they have Inventory | View Security.

• Performance enhancement when you have a large search result (>1000) being populated in the contact / vehicle search.

• Inventory Dead Stock report should show last sold time from all batches.

• Material Sales Summary report is not displaying inventory without a valid supplier.

• Material Sales Summary now shows the Grid.

• Enterprise inventory batch update is not updating the MSRP.

• Performance enhancement on enterprise inventory batch update.

• Service package from enterprise now synchronizes tags by combining the enterprise tags with the location tags.

Version 1.0.15.15100 - Sunday May 10, 2015

Changes:

• Enterprise payable accounts:

• • Payable accounts are defined at the enterprise and can have one or more contacts associated with it.

  • It works similarly to enterprise receivable accounts where the account can be managed by the enterprise or the location.

Bug Fixes:

• Inventory Dead Stock report should show the last sold time from all batches.

• Material Sales Summary report is not displaying inventory without a valid supplier.

• Material Sales Summary now shows the Grid.

• Enterprise inventory batch update is not updating MSRP.

• Performance enhancement on enterprise inventory batch update.

• Service package from enterprise now synchronizes tag by combining the enterprise tags with the location tags.

Version 1.0.15.15020 - Sunday May 3, 2015

Changes:

• When the estimate node is sorted by document number or creation time, the sort is in reverse order so newest estimate shows up on top.

• Move service item now works in the enterprise setting and will see the service item move to the specified contact across the entire enterprise.

• Enterprise can now move a contact from a location to another location using the Move To… tool on the contact dialog.

• Payroll entry now has the ability to specify an account other than Payroll Expense account for payroll entry.

• • The same account is set if you choose to use previous payroll entry setting.

• Reports:

• • New Email List (Enterprise) report for reporting email addresses within the entire enterprise.

  • New Email Summary report for email address summary with drill down to email address list.

  • New CRM Email Summary (Enterprise) and CRM Post Card Summary (Enterprise) report.

  • New Invoice Statistics report.

  • New Estimate List report.

  • New Material Sales (Enterprise) report.

  • New Service Package Sales report.

  • New Service Package Sales Summary (Enterprise) report.

  • New Technician Summary (Enterprise) & Service Advisor Summary (Enterprise) report.

• New security settings:

• • New security setting "View" and "Modify" for Dashboard so that the user can have access to Dashboard with either read only access or read/write access.

  • New "View" security for Report | General so that the user can be denied access to Report and Dashboard separately.

  • New "Add" security for Service Package Templates so that the user might be granted security rights to modify but not add new templates.

• Help button is now pointing all to the same online help URL.

Bug Fixes:

• Employee Hours | Schedule Overview crashes if there's no employee hours defined.

• Order the service packages in the order it is displays on the invoice / work order for some reports.

• General ledger UI problem when dragging the header up.

• After purchase, order of lines and packages on a work order might be changed.

• Incomplete workstation email setting should show a proper information dialog.

• After deletion of account like bank account or tax agency the user should also be able to delete the associated ledger account if there are no transactions in it.

Version 1.0.15.14190 - Sunday April 19, 2015

Changes:

• Receivable & Payable split payment terms:

• • The user can enter any number of payment terms. The intervals are automatically calculated based on existing information. The remaining payment is also automatically calculated using the existing information.

• General ledger:

• • Added account number to the ledger account definition:

  • • You don't have to use an account number, it is for display and find purpose only.

    • The account number is just text that we keep and therefore the user is responsible for the management of the account #.

    • Account # will be displayed right after the account name.

  • Balance will now be shown as blank for subtotal only accounts if the balance is zero on income statement and balance sheets.

  • Trial balance can now be shown without hierarchy indentation by unchecking the "View accounts using the account hierarchy" check box.

• Inventory setup:

• • Added a new Price As Of field and it is set to today by default. The user can select a different day to preview future or past prices.

• Purchase data such as supplier, supplier invoice number, and cost is now shown when you double click on a line on an invoice from a different location.

• Online catalog integration:

• • This is similar to online parts catalog in legacy.

  • Inventory material now has a setting of Enable Online Catalog that allows the inventory material to link with the online catalog.

  • Linked inventory material will launch the online catalog with manufacturer and part number as parameter.

  • The online catalog can be the Shop Manager default or any other URL for as long as the web page takes the manufacturer and part number as an post parameter in the URL. Which means it can be integrated with customer's own online catalog.

  • The enable only catalog value can be updated via the batch update utility.

Bug Fixes:

• Search by part number search result is not showing tooltip on prices.

• Batch update prices is updating the price even if the price level is not selected.

• Deferred Work Summary not showing totals for some packages.

• In some cases, the grid layout such as columns list and width of column does not save.

• Enterprise tax agencies are not listed in some tax reports.

• Cash drawer print out is missing total amount.

Version 1.0.15.14050 - Sunday April 5, 2015

Changes:

• Added a new system level role called "Security Administrators". User with this role can access security and create users and roles without being an "Administrators":

• • Security Administrators CANNOT modify their own account.

  • Security Administrators CANNOT modify any user who has Enterprise Administrators and Administrators roles assigned to them.

  • Security Administrators CANNOT assign Enterprise Administrators or Administrators roles to any existing user.

  • Security Administrators CANNOT assign any permission that themselves does not have currently to users or roles.

  • For reports, Security Administrators can only assign any report category and/or individual report to which they currently have access to users or roles.

  • Security Administrators can assign Security Administrators role to an existing user. So they can create more security administrators with the same level of security access as him/herself.

• Discount details on work order:

• • Mouse over discount will show discount break down.

  • Click on the discount label or amount will show a dialog will more details.

• Inventory material now have hints that will explain buy factor and core units in detail. You can hover the mouse over those entry fields to get an explanation. If you change the unit conversion, buy factor, or core quantity, the hints will also be shown so that you can see in plain English what your current setting means.

• Inventory material now longer accepts 0 as buy factor or core quantity as it is not meaningful.

• Inventory setup now shows full pricing list just like Utility | Inventory.

• Inventory setup now shows how the prices are calculated if you mouse over the price. For those price that are not margin based, effective margin is also shown. Prefix of "*" indicates that the price level is inherited from base sell price just like on the inventory material dialog.

• There's now a new Search by Part Number in Inventory Setup:

• • This tool allows you to pull up a list based on a list of part number separated by new line or comma.

  • Profit center / service category and manufacturer are parameters you can use to narrow down the part number better.

  • This is useful if you like to review a list of parts.

• Reports:

• • Added previous year comparison for Vital Sign and Service Package Line Group report. (Those are the two sales report with previous period report). NOTE: For those who don't know. In .Net previous period always means the period with the same number of days as your selected date range just before the start of the date range you have selected. Previous period does not mean same period last year. Any report on last year means same period last year.

  • Added an "Include Receivable" parameter to the Cash Receipt Listing report. This is so that payments that's made on receivable accounts can be reviewed together with cash receipts.

  • New Time Clock Statistics Extended report. This report shows productivity together with efficiency and proficiency.

• Show total amount of checks being printed.

• Warranty pending claim now can be printed, saved as PDF or emailed.

• Web online order should now longer show any price if Show Price is set to off.

• Contact and Service Item merge is now also available to enterprise users. It was previously only available to single location users. The functionality is identical to what we have released before for single location users. The only difference in an enterprise is that the merge will then propagate through the entire enterprise so that the user merge is complete at all locations. Also you can only merge contact that your location owns to contacts owned by your or other locations. You CANNOT merge a contact that belongs to a different location to a contact in your location. The same applies to service items.

Bug Fixes:

• Technician and service advisor are not being read correctly on the enterprise database causing service side exceptions.

• Inventory unit cost needs to store more than 2 decimals for certain buy factors.

Version 1.0.15.14050 - Sunday April 5, 2015

Changes:

• Enterprise bank account:

• • The ability to create an enterprise bank account / credit card.

  • Location can deposit into enterprise bank account, make payments from enterprise bank accounts.

• Enterprise receivable account with two modes:

• • One where enterprise manages the receivable account centrally. Location only posts invoices, credit invoices. Enterprise performs all the rest of the tasks.

  • Another where the location manages the receivable account. The enterprise can see a consolidated account centrally but all management is performed at the location.

• Enterprise ledger account:

• • Enterprise needs to have ledger accounts setup and enabled for proper ledger support for the above enterprise features.

  • The rest of the ledger functionality is currently identical to the location.

• Added the ability to configure a web page as the splash screen when Shop Manager launches. Configure the URL in Setup | Location Setting | Setup.

• Setup export to Excel

• • Added a general export to Excel for all setup areas. This is meant to export to Excel for outside viewing and not able to be re-imported.

Bug Fixes:

• Contact from another location that is copied to this location should be able to have a receivable account.

• Closing Enterprise Setup Manager while on the Services crashes.

• Refresh Enterprise Setup screen after import so that imported data will be shown.

Version 1.0.15.13290 - Sunday March 29, 2015

Changes:

• New Contact / Service Item merge for single location shops.

• • Contact merge is initiated from contact editor. By default it will search for contact with the same name.

  • Service item merge is initiated from service item editor. You can only merge service item owned by the same contact.

  • Merge for enterprise user is still being developed right now due to the complication of data relationship within the enterprise.

• Purchases now allow 4 decimal points for unit prices. Per line total price will still be two decimal points. This applies to purchase orders as well as supplier invoices.

• Report:

• • New Bank Account Summary report showing opening / ending balance for the specified date range for all bank accounts. Drill down to show individual transactions.

Bug fixes:

• Confirm with the user on margin matrix driven sell price update if there is a sell price already.

• Closing Setup Manager while on the Services or Inventory Material crashes.

• When purchasing inventory material, the description on purchase order and supplier invoice is chopped off at 50 characters.

• A none technician user will see Work in Progress if granted Technician View security right.

• Inventory network is not importing if there's no inventory network defined.

• Refresh setup screen after import so that imported data will be shown.

Version 1.0.15.13150 - Sunday March 15, 2015

Changes:

• Sublet enter cost:

• • Allow the user to enter a cost on Estimate and Work Order editor for sublet lines.

• Added Analysis tab on the Estimate editor:

• • The labor analysis will not provide meaningful information because the labor lines are not assigned to any technician and therefore will not have any estimated cost associated with it.

• Update sell price based on pricing matrix:

• • Update the sell price based on pricing matrix when user changes the cost.

  • This applies to none inventory parts on estimate and work order that's not being sold using Fixed Total.

  • This also applies to sublet lines on estimate and work order.

  • If there was no cost entered before, the price is updated automatically.

  • If there is a cost entered before, the user is prompted if the price should be update.

• Parts ordered using supplier connection and received now shows under a dedicated Order Received section.

• • You can now open supplier invoice for the selected lines on the Purchases tab.

• Work in Progress:

• • The summary now shows Unit # for vehicles

  • The tree also shows Unit # for vehicles in the format of "Plate # Unit" if Unit is defined.

• Added the ability to duplicate a service package template on the setup by using the Duplicate tool.

Bug fixes:

• Show the proper name as the shop manager software in WORLDPAC speedDIAL's bottom right corner connection icon.

• Work order comment does not print if the work order document is set to not print pricing information.

• Work order find now displays the service item in the same format as work in progress.

• Online Purchase crashes on start.

• Material Sales report not working on the enterprise.

• CRM report not working for some user.

• Server crash when reading receivable account.

• Server crash when reading invalid work order template.

• Server crash on credit slip update.

Version 1.0.15.13010 - Sunday March 1, 2015

Changes:

• New supplier connection type WORLDPAC

• • This is integration with external application WORLDPAC speedDIAL client.

  • There's no configuration option for WORLDPAC.

• New supplier connection type Inventory.

• • This allow the user to specify an ePartExpert catalog.

  • This will allow user to use application catalog against their location inventory. When they click on check, their local inventory is checked and will show the result.

  • They should probably use their default catalog user ID for this purpose.

  • User can manually edit the MCL using the Edit MCL button (only visible if your current connection type is Inventory).

• Technician Work In Progress View:

• • Move the view to a new security right Work Order | Work Order | Technician View

  • If a shop want to give the technician more power, then grant the normal view and other security rights.

• Work order technician editor:

• • Added the ability to save as Inspection In Progress, Inspection Completed, Work Authorized, Work Completed.

  • Added the ability to edit the in/out mileage.

• Time clock screen improvement:

• • By default only work order is shown. Click on the work order to expand the labor lines on the work order.

  • Added a search box to allow user to more effectively find the item to clock on. You can search for anything that's being displayed.

• Reports:

• • Added Code, Duration, Hidden to Service Package Template List

  • Tax Transaction List is not showing details for Warranty Item.

Bug Fixes:

• When unassigned work order has technician assigned, move it to Inspection In Progress

• Work order prioritization is doubling the number of hours clocked.

• On purchase order, when doing a Receive Selected after modifying the cost, sometimes it crashes.

• Crash when adding usage based reminder items

Version 1.0.15.12220 - Sunday February 22, 2015

Changes:

•  New work order prioritization tool on the Work In Progress.

• The information we may utilized here are shop schedule, employee work schedule, and time clock information.

• The calculation is done based on whatever information that's available to us and we make the best determination on if the work order can be completed (before promised time, before the employee's end of day, or before shop closes).

• Colors are shown based on the calculation.

• Tooltip shows more details about the work order as well as estimated completion time and flag any issues.

• You can drag and drop to reorder work orders and this impacts the technician work order view below.

• This view can be printed out, or exported to Excel.

• New Technician's work in progress:

• • If a user who is a technician but NOT a service advisor and have work order view security right logs in. The work in progress shows only the work s/he is assigned to.

  • The order the work order is shown is in the same order as the work order prioritization tool above.

  • If this technician opens the work order, he will see a work order with only the work s/he assigned to. With limited tool to assist in completing the work only.

  • There is an All tab showing all the work on the work order so that s/he is aware of what's going on.

  • Full inspection editor is there to allow inspections to be filled by the technician.

• Added the ability to reassign technician / service advisor on the work in progress. There's also an advanced choice under either technician / service advisor that allow you to choose how you want to deal with lines that are not assigned to the current technician / service advisor.

• • This tools is available on the work in progress, on the work order prioritization.

  • The advanced tool is available also on the work order, estimate, credit slip editor so that user can choose how to reassign technician for the entire work order allowing user to change all the lines assigned to the current work order technician or to assign all lines on the work order.

• Edit the work order note now automatically focus the note editor

• Stream line the deletion of contacts with Receivable / Payable accounts.

• • If the associated Receivable / Payable account ONLY have the contact that's to be deleted as the associated contact and it has no active lines. Delete the Receivable / Payable account automatically.

  • Otherwise, prompt the user that Receivable / Payable account will NOT be deleted and they need to review and remove it manually.

  • This means if you created a supplier by mistake, deletion of the supplier will automatically delete the payable account.

  • Also if you created a receivable account by mistake, deletion of the contact will automatically delete the receivable account.

  • However any receivable / payable account with data will be preserved.

• New security rights:

• • Security right for Utilities | Catalog -> Purchase - Catalog - Lookup

  • Security right for Utilities | Inventory -> Inventory - General - Lookup

  • Security right for Utilities | Parts Search -> Purchase - General - Lookup

  • Utilities menu now will not be shown if there's no item under Utilities that user has access to.

  • Security right for Inventory Transfer -> Purchase - Inventory Transfer

• Time clock station setting in Workstation | Settings general. If the workstation is set to be a time clock station, then the time clock button can be used to log people on and clock in/out. For those workstation that shouldn't be a time clock station, the setting should be off.

Bug Fixes:

• Other charge rules based on inventory material is not working correctly.

• Pricing profile is not working on the Estimate editor.

• Inspections on the estimate does not show any inspection lines after converting to work order.

• When deleting a report layout from a particular user, the layout is also deleted from all the other user.

• Inventory Material import fails when using CSV file.

• Allow batch update to update the cost and MSRP to $0.

• When user change contact attribute type, the old value might cause the client to crash.

• Crash when creating receivable account.

• Payroll check and payroll slip is not printing the correct YTD amount.

• Invoice Summary Detail report not reporting overridden taxes and other charges correctly.

• Error prompt if you delete a receivable / payable account and search box is empty.

• Fix import for pricing profile and pricing profile rule so that it is imported to the correct location.

• New wizard when creating a receivable or payable account that allows the user to either create a contact and an account in a single step or to create a bare account.

Version 1.0.15.12080 - Sunday February 8, 2015

Changes:

• New wizard when creating a receivable or payable account that allows the user to either create a contact and an account in a single step or to create a bare account.

Bug Fixes:

• Creating new bank account was not working.

• • Any new bank accounts created during the past week and disappeared should now show up.

• When using the search in Setup, selecting a parent entry didn't show the proper first setup area under that parent entry.

• Tried to fixed intermittent crash when switching to the history tab on the vehicle editor.

• Interval entry and calculation for reminder items will now only allow for time interval for up to 12,000 months (100 Years). Any interval specified above that will not be accepted and existing intervals will not be calculated.

Version 1.0.15.12010 - Sunday February 1, 2015

Changes:

• Phone number parser improvement. Now if user enter phone number in ###-###-#### or ###.###.#### format, the program will parse automatically and user will not be prompted.

Bug Fixes:

• Trial balance is not showing the correct retained earnings if the user selected a period that's not a complete fiscal year.

• Material pricing profile is not working correctly.

• Error message on no access to the specified catalog user ID when the catalog user ID is correct.

• User should be able to edit contact's contact category as long as the user has contact edit security right.

• The following has is not visible to end user:

• • Fixed code that's uniquely identifying the computer system. The original code is treating a number of different computers as a single one.

  • Added code to log out heartbeat error in a log file so that we know when a disconnect has occurred.

Version 1.0.15.11250 - Sunday January 25, 2015

Changes:

• New reports in Financial folder:

• • Cash receipt report that show all cash receipts in the specified date range as well as their deposit date if they are deposited. This allow you to see past cash receipts, make break down on each payment types, etc.

  • Bank account transaction report shows you bank account transactions in the specified date range. If the transaction is a deposit transaction, there is a drill down report that will show you each cash receipt for the deposit.

  • Bank account reconciliation report shows you all the past bank account reconciliation that has been performed. Drill down show the transactions that was reconciled by that reconciliation.

• New reports in List folder:

• • Supplier report. Shows a list of suppliers at the location. Shows some supplier settings, and supplier connection / catalog types if any. Also shows payable account # and name.

• New reports in Purchases folder:

• • Items To Be Returned report. Shows a list of all returned items that are either not yet returned or on a returned item credit slip but not yet posted. If the item is on a returned item credit slip, the supplier and the credit slip # will be shown.

• New reports in Inventory folder:

• • Inventory Dead Stock report. Shows inventory that matches the search criteria, their last sold date and days since last sale activity. Inventory items that have been stocked but never been sold will have Last Sold and Days Since Last Sold blank. Inventory that never had any stock will not be shown.

• New document options for Credit Slip / Credit Invoice / Estimate. This is so that user can choose to print out two copies (or any number of copies) by default when printing these documents.

Bug Fixes:

• Fixes issue with server crashing that was discovered in the middle of the week.

• Prevent the client from making a circular parent-child relationship between two ledger accounts.

• Report & dashboard setting date range of "Today" is not setting to today's date when first launched.

• Payroll agency and tax agency will automatically size the drop down width.

• Work in progress summary report doesn't return any result.

Version 1.0.15.11180 - Sunday January 18, 2015

Changes:

• You now have the ability to control how the contact / address is printed on the work order. Edit the work order / invoice / etc document template. Edit the contact format. You can choose how the name is printed, and if address will be printed.

• • For those wondering how to make a specific fleet user not print the name and not overall, edit the contact. Add a name, move it to the top and keep that one blank. Save. You can still search on the other names and it will show up. But when printed, it will only print the first name and that is blank and so the name will not be printed.

• Changed most of the date display / print where they are not being reported / sorted to use OS's date/time format.

• Counter sales are now also colorized as they coming close to promised time and go over promised time.

• Inventory should be able to switch between consignment / inventory type without the need to recount to zero. The existing batch will continue to work as the type that it was received as.

• Accounting manager will now remember the last used tab (Receivable / Payable) and restore to that tab when launched.

• We have added document # as a separate column on Receivable / Payable so that user can sort on things like supplier invoice #.

• Due date for Receivable / Payable:

• • Receivable service charge due date now calculates using the accounting term.

  • Adjustments now have default due date calculated but the user can modify the due date when making the adjustment.

  • Due date and description can now be updated.

• Catalog / supplier connection now copies manufacturer to the material line on the work order.

• Report enhancements:

• • Show service packages with no line in the Service Package Sales by Service Advisor / Technician report.

  • Fixed Time clock statistics report crashing on double value.

  • Added service advisor / technician to the Work In Progress summary.

Bug fixes:

• Work order / credit slip doesn't post if contact name contains curly brackets.

• Sometimes the contact name is not being printed correctly when there's more than one name.

• Removed the View button on the credit invoice.

• Fixed potentially very long loop if a vehicle has very low usage per day when calculating reminders.

• Fixed cases where tax on tax calculation is not correct when some taxes are exempted.

• Dashboard not showing the correct data for the specified date range.

• For those document template types that have a default view in the Setup, allow the user to print even if it had never been edited / saved.

• Inventory transfer ledger account is not visible when it should be visible.

• Receivable statement notes are not printed correctly with some text chopped off.

• Time clock sometimes not recording the correct time when clocking in/out.

• Pay checks that does not have any details is now printed like a generic cheque if printed in voucher style.

• After changing pricing profile's name, it is not reflected in the pricing profile rules section.

Version 1.0.14.22140 - Sunday December 14, 2014

Changes:

• New supplier connection type: Albert Tire.

• New per item minimum / maximum for other charges / taxes:

• • All current user's Minimum Per Item / Maximum Per Item are migrated into new settings of Minimum Per Line / Maximum Per Line. These values are enforced on a per line on the invoice basis and charges minimum/maximum regardless of the quantity sold.

  • The new Minimum Per Item / Maximum Per Item is for minimum / maximum per 1 quantity of item. So $5 minimum/maximum means $5 for 1 item, $10 for 2 items and so on. Fractional quantity means fractional values. So $7.5 for 2.5 items.

  • Conditions are applied from the top to bottom. So per line maximum/minimum will override per item if both are specified.

• Report enhancements:

• • Added Grand Total column to Sales by Service Category and Sales by Service Advisor / Sales by Technician's drill down report. This column is by default not shown.

  • Added a new Sales Mix % column which is a calculated column based on the new Grand Total column.

• When doing receivable statement, the account # and account name is now on two different column so user can sort on it.

• When printing checks, the dialog now shows the total number of checks selected to be printed.

• Payable cheque stub in voucher format now will print a list of invoices it is applied against.

• • The system will print a maximum of 30 entries on the sub.

  • If the payment impacts up to 15 entries, the stub will print these entries in a flat list.

  • If the payment impacts up to 30 entries, the sub will print these entries on two columns on the stub.

  • If the payment impacts more than 30 entries, the sub will print first 29 entries on two columns on the sub. The last entry will be a sum of all the rest.

• Enterprise inventory transfer:

• • The inventory transfer user interface is only visible to those locations that support has turned on inventory transfer. This is so that those location that does not use inventory transfer do not get confused.

  • The inventory transfer works in conjunction with network availability. Do a network look up, then use the inventory transfer button the start the transfer process. You can send the inventory transfer request immediately or save it to add more lines to it or to send it manually.

  • There are nodes in the Purchases that allow you to deal with Pending requests which is the requests you have not sent out yet.

  • There are nodes in the Purchases that allow you to deal with Incoming Request and process them to shipped.

  • There are nodes in the Purchases that allow you to deal with Shipped Requests and process them to receive the shipped items.

  • There is a new report called Inventory Transfers that allows the user to see transfers between the locations as well as discrepancies.

• Added a setting in the Location Settings | Work Orders to not to prompt for OEM tire sizes.

• o   Receiving an online order part result in an error message

• o   Some time the work order might disappear from the system.

• o   Part search is not showing results that's one the date of the end date.

• o   On credit invoice the View button is removed because it doesn't have any additional information to show to the user that's not already on the credit invoice.

Bug fixes:

• Receiving an online order part result in an error message

• Some time the work order might disappear from the system.

• Part search is not showing results that's one the date of the end date.

• On credit invoice the View button is removed because it doesn't have any additional information to show to the user that's not already on the credit invoice.

Version 1.0.14.22070 - Sunday December 7, 2014

Changes:

• Other charge maximum and minimum per item is now changed to be maximum / minimum per individual quantity item. Meaning a maximum/minimum of $5 means $5 for 1 item and $10 for 2 items.

• • Keep in mind if then item has factional quantities, the maximum/minimum = value defined * quantity. So a maximum/minimum of $5 for an item with quantity of 2.5 means $12.5.

• Added the ability to print the current invoice history showing on contact or vehicle.

• Dashboard widget now snaps at half of the grid width / height.

• Added setting for Completed Work in the Work In Progress.

• Part search now shows descriptive text when the returned item is returned to the inventory.

• Report enhancements:

• • Rounded labor hours to 2 decimals

  • Added first invoice date, invoice count, spending for the loyal period for the loyalty report drill down.

  • Updated the Payroll Entry Details report for better Gross Pay / Deduction / Net Pay summary. Also delivers the summary by default.

  • Added a new Payroll Summary report with drill down so that user can have a summary of Gross Pay / Deduction / Net Pay.

  • Added default service advisor / technician to the Invoice Summary Report.

  • New material Sales report that lists material sales with supplier and supplier invoice information.

• Changed the default date range to today for journal list and audit trail.

Bug fixes:

• Warranty was not being returned when then invoice is reversed using a credit slip.

• Material line editor on the work order editor was not showing the same available number as the inventory search.

• Inventory returned from returned item was showing as a transfer.

Version 1.0.14.21160 - Sunday November 16, 2014

Changes:

• Report enhancements:

• • Added work order default technician to the Deferred Work Summary.

  • Added discounts to the Invoice Summary Report for both location and enterprise.

  • Separated Consignment cost/core from inventory cost/core on the Inventory Cost Report and Inventory Summary Report.

  • Added type to inventory batch list to show consignment batches vs. inventory batches.

• Part search utility can now search parts in Consignment Slips, Warrant Pending Claims, and Warranty Claims.

• New inventory network definition and the ability to search inventory material defined at the enterprise for the defined network.

• • Inventory transfer is still a work in progress. This feature only allows you to search for and see inventory quantities within the enterprise.

  • Note: Network is most efficiently used in levels. So one will define a few close by stores first, then a few more further away, and so on. Large enterprises should not define a network with all stores. Searching all stores will only make the search slow and ineffective for all locations.

Bug fixes:

• Consignment warranty should show supplies even it they are removed or no longer valid.

• Consignment editor should not prompt for slip number and/or suppliers if user cannot edit them.

• Fixed a few work order auto save issues related to uncommitted data still in the active editor.

•  Work in progress now shows work order / invoices for deleted contact properly.

Version 1.0.14.21091 - Sunday November 7, 2014

Changes:

• Added the ability to turn off auto save in Location Settings | Work Order.

• • However the problem we previous have with the auto save on estimate when the user does not enter any contact / vehicle is now fixed so Auto Save should be safe to be left on for all users.

•  Added vehicle color to work order display when listing the work order in Work In Progress.

Bug fixes:

• Fixed a problem with auto saving on idle when the user leaves an estimate with no contact / vehicle information entered.

• After editing inventory prices, the inventory search result was not displaying the proper pricing.

• Fixed a crash when importing service package templates at the enterprise

• Print document templates should have been sorted by name.

• Account type in tax line adjustment was not correct.

• When setup form is started, the input focus should have been on the search field.

• Changed the warning message on the contact / vehicle / service item editor to be a bit more explicit.

Version 1.0.14.21020 - Sunday November 2, 2014

Changes:

• Report:

• • Added labor hours and labor hours credited to the invoice summary report.

  • Added a Vital Sign Invoice Summary report under Vital Signs where it will supplement the vital signs placed on the dashboard to provide a similar format to legacy vital signs.

  • • The other charges can be provided by Other Charge Invoice Summary.

    • The rest of the information on the legacy Vital Signs (and a bit more) will be provided by this new Vital Signs Invoice Summary.

  • Automatically save work order / credit slip / estimate on idle.

  • • When we determined the user has not been using the computer for 5 minutes with minimal CPU activity, Shop Manager will now save the work order / credit slip / estimate automatically to avoid potential data loss.

Bug fixes:

• Work order labor hours was not showing time clock lines clocked against the work order in the work order total.

• Inventory look up was not showing the availability with proper on work order count at times.

• Service package template line editor needed to round to 2 decimal points.

• Crash when viewing inventory material dialog's on work order quantity.

• Crash when switching between certain dashboards.

Version 1.0.14.20260 - Sunday October 26, 2014

Changes:

• Added a new Labor Hour tab to the work order editor and invoice viewer. We've moved all labor time and time clock related analysis to that tab. We've also added service package line hours,  time clock analysis, as well as work order over all hours and time clock analysis.

• The user can now hide the invoices on the scheduler monthly view by using the Hide Invoices check box. This setting is saved on the workstation.

• Report Enhancements:

• • Added 30 reports / drill down reports related to the contact's marketing source. All customer centric reports now have marketing source in the output.

  • Added supplier to inventory reports. This is so that the user can group by supplier and get a sub-total by supplier.

• Enterprise:

• • There is now a Hide from view setting on the service package that allows the service package to be hidden from the list.

  • • This allows enterprise service packages to not be shown at a location. Setting any service package to hidden automatically marks the service package as not synchronized with the enterprise.

    • This also allows the user to author service packages that should not yet be available. Simply flip the hidden switch later.

    • In the setup, all service packages, hidden or not, will show. The hidden attribute is a column on the list.

  • After the user clicks on synchronize in the service package editor, the editor will automatically unload avoiding any potential modification.

Bug fixes:

• AutoZone catalog was not showing the search tab instead it was showing a blank search result when navigating to the next material line.

• Fixed a crash in Taxes and Payroll when selecting a day and then you clicked on Today.

• Payroll YTD amount should have been based on the pay date.

• Pay date was not being saved correctly in certain time zones.

• Advanced tab on the material editor should not allow the user to delete received items on posted supplier invoices.

Tours:

New and updated tours are constantly being added to the help system. They can be found in the help topics where they apply as well as in the Training Tours page.

• No new tours this update.

Version 1.0.14.20190 - Sunday October 19, 2014

Changes:

Bug fixes:

• Fixed crashing when opening a material line source from inventory imported from legacy system.

• Service events was clearing the current period data after clicking on Load More...

• Could not modify Bill's supplier / reference number.

Tours:

New and updated tours are constantly being added to the help system. They can be found in the help topics where they apply as well as in the Training Tours page.

• No new tours this update.

Version 1.0.14.20120 - Sunday October 12th, 2014

Changes:

• Invoices that are posted at a different location can now be printed. There will be a disclaimer that this is work completed at a different location and have the location's name and address on the top of the document. Otherwise it will be printed using current location's document template.

• Now able to delete contact from another location:

• • The location can now delete contacts from another location. Keep on mind once deleted, they won't see that contact in their location any more. They will have to find that contact under other locations and copy to this location again if they want to access it.

• Tire Tread warranty:

• • There is now have a separate dialog that can be used for tire tread warranty. It collects and prints out tire thread warranty a bit better.

• Ledger Account modification:

• • Any ledger account that's current mapped will show that information when editing the account.

  • When renaming any ledger account that's currently mapped, a confirmation dialog will show indicating that the account will continue to be used as the mapped account. And, the user will have to enter 4 digit random confirmation code.

• Enterprise inventory:

• • Show MSRP, Cost, Core column in Setup.

  • Remove In Stock column because it is not applicable.

  • Added the ability to choose which column to show / hide and save / restore column layout.

• Web Store Online Order:

• • There's a new setup option on how to show availability. The choices are In Stock or Available. Available factors in the quantities that are already on active work orders.

•  

•  

Bug fixes:

• Labor rate editor now forces the user to enter a code.

• The enterprise connection setup manager some times did not save the settings when closing the dialog directly.

Tours:

New and updated tours are constantly being added to the help system. They can be found in the help topics where they apply as well as in the Training Tours page.

• No new tours this update.

Version 1.0.14.20050 - Sunday October 5th, 2014

Changes:

• Payment processing receipt number for receivable payment:

• • This provides a distinct number passed to the X-Charge for such payments.

• Report enhancements:

• • Added invoiced / credit lines, invoiced / credit quantities to service package line group summary report.

  • Add service package line group previous comparison report.

  • Made sure drill down for time clock invoice summary on the enterprise server works.

  • Added separate part number column for line item sales by contact.

  • added remedied column to the deferred work summary report so that both remedied and non-remedied work will be reported.

  • Added duration to the work in progress summary.

  • Added duration and note to the deleted work summary.

  • Added a new future work list report.

Bug fixes:

• Invoice was not pricing correctly on posting.

• Credit slip editor select line(s) to credit dialog only cancelled after two escape key presses.

• Avoided making labels going to the second line in the work order, credit slip and estimate summary area.

• Rounding of duration and labor hours needed to match the labor rounding setting for the work order.

• Employee work hours add day off for one employee was showing the same day off for every employee.

• Fixed some issues with report layout saving.

• The service package line that was being looked up was not showing on the catalog lookup wizard.

• Couldn't remove empty purchase orders or delete purchase order lines.

• Couldn't reverse entire invoice if the invoice sold a zero quantity material line item.

• Received purchase orders was not displaying the total amount correctly.

• Addressed issues with reversing material that was sold on consignment on a credit slip.

• Receivable / payable reconcile payment date selection was not allowing you to go back a month to select a proper date.

Tours:

New and updated tours are constantly being added to the help system. They can be found in the help topics where they apply as well as in the Training Tours page.

• No new tours this update.

Version 1.0.14.19280 - Sunday September 28, 2014

Changes:

• Invoices from other locations can now be opened at a different location.

• • Analysis tab is hidden by design.

  • It is in view only mode. You cannot print it nor see any other details.

• Added the ability to delete a work order authorization.

• Pricing profile:

• • There's a new enabled setting for the pricing profile. This allows you to define exceptions where the pricing profile will be disabled. An example would be to define it via a tag to disable a pricing profile action.

• Marketing Source update:

• • Marketing source now can be imported and exported via the setup import/export.

  • The location setting for forcing marketing source entry is now working properly.

• Web Store order template:

• • Updated the logic so that if there are material lines on a service package for a template then that last material line will be used as a template to create all the lines for the order.

  • This is so that tags and other settings can be preserved from the template.

• Reports:

• • Service package line group summary now shows all service package line groups regardless if there's an invoice for that line group or not.

• Streamlined adding contact/vehicle in work order wizard. Added a new button to make adding vehicle a single step.

Bug fixes:

• For items to be returned, the edit button should have only been enabled if the selected item was a found item.

• Reduced flickering when refreshing on work in progress.

• Invoice print was cutting off at the right edge instead of word wrapping.

Tours:

New and updated tours are constantly being added to the help system. They can be found in the help topics where they apply as well as in the Training Tours page.

• No new tours this update.

Version 1.0.14.19210 - Sunday September 21, 2014

Changes:

• Opening and closing balance has been added for the account journal as well as the batch print/export.

• Marketing source:

• • Added market source configuration under contact.

  • Marketing source can be specified on the contact editor.

  • Marketing source is displayed on the contact manager summary as well as the New Work Order contact search.

• Quick receivable payment under the Utilities menu. A separate security right is required for the user to have access to this tool. Any payment received will remain unapplied.

• A technician can now be specified on a sublet line. This is to enable the reporting of sublet values on a per technician basis.

• • Sublet is not performed by the technician and the assignment is only for reporting purposes for those who whish to report results of sublet totals per technician.

• Bank account transaction for payable payment now shows the payment account information.

Bug fixes:

• When the inventory sell price code is changed on a material line due to a pricing profile, the price was not updated.

• If a supplier connection result did not reply with a valid description / manufacturer, the existing one from the material line will be used to create the purchase order line.

• Start / end time was sometimes reversed on the employee work hours editor.

• Added the edit context menu on the employee hours editor.

• Copy part quantity even if the user chose an inventory material from the catalog lookup.

• Copy MSRP to the material line was not working properly.

• Inventory lookup in Utilities was not working.

Version 1.0.14.19140 - Sunday September 14, 2014

Changes:

• Added a new spell checker to input elements that are meant to input actual sentences.

• • Words that are spelled incorrectly are automatically underlined as you type.

  • Press F7 to invoke the correction dialog to correct all spelling mistakes for the content of the current control.

• Audit trail tool for the General Ledger. Shows all transaction details for the specified time period.

• • Each transaction is separated.

  • Manually entered,  transactions that don't impact the source table, and unbalanced entries are all highlighted.

  • Can view manually entered transactions only.

  • There is a find tool to search within the listed transactions.

  • Print, Export to PDF, email, Export to Excel.

  • Mouse over and show details such as when the transaction was made, last modified, and last modified by.

• Bank account deposit detail screen from the bank account transaction list now shows per payment total and allows you to reprint the bank account deposit.

• Cash drawer now shows transactions grouped by method of payment by default as well as a method of payment total.

• Catalog keyword search result display will now automatically resize the column size based on the content.

• For setup, purchase, accounting, and ledger we are now automatically focusing the result control after any searching / loading operation so that the user can immediately start to scroll or edit.

Bug fixes:

• Contact tax exemption was not applied if a work order was converted from an appointment.

• Labor rate set for the contact was not being applied correctly.

• Invoice analysis screen was not displaying the correct technician summary.

• Scheduler monthly view should always start up showing the scheduled time.

• There was a crash when adding material lines onto a work order when there are margin matrices without entries.

• Bank account deposit outage was not writing the correct ledger transactions.

Version 1.0.14.19070 - Sunday September 7, 2014

Changes:

• Work in Progress's date display for the work order now follows the operating system's regional setting.

• General Ledger Trial Balance

• • This is basically a combined balance sheet / income statement. You select a start/end date and it shows the balance sheet as of the end date combined with the income statement for the start/end date period. The accounts are shown in Debit / Credit columns with a total at the very end.

• New document option feature now allows the user to easily archive multiple copies of a document on a single print.

• • Example: If you want to print 2 copies of the invoice, 1 copy of the inspection result, and 1 copy of the estimate (deferred work) you will edit the document options for invoice. Add another invoice document to the list, add one for the inspection result, and one for estimate.

  • You can add multiple instances of any document to the list to achieve the copies desired on a single defined print run.

  • You can drag and drop to reorder the document output order.

  • You can only check email once for every different document type as there is no point in emailing multiple copies of the same document.

• Purchase area supplier listing order has been changed so that the <All> supplier is now on the top of the list. The default supplier selected is still the first valid supplier in the list but the user will only need to scroll up once to select the <All> supplier. This applies to everywhere in the purchases areas where the supplier is listed.

• US AutoForce integration added a Delivery Method field. By default is should be "TRK". However is can be filled with other US AutoForce assigned values like COU / UPS.

• New Deferred Work Mailer report. This one is like the deferred work summary except it shows a single line for every contact / vehicle. All deferred work is combined into a single column. This can be used by the customer to mail merge their own deferred mailers or emails.

• There's now a number of phone numbers and emails printed for the deposit slip.

Bug fixes:

• Print document advanced options was not displaying correctly for credit slip / credit invoice / estimate.

• Credit slip post did not print the "Against Invoice #" field.

• Bank deposit now uses case insensitive grouping for payment methods. This way methods such as VISA and Visa will be grouped together.

• Inventory reorder was not showing the proper "Available" quantity when you search for inventory in the setup and then selected those inventory items to proceed with an inventory reorder.

• Payroll report was showing deleted payroll entries.

• Enterprise inventory import was failing if the code field was not mapped.

Version 1.0.14.18310 - Sunday August 31, 2014

Changes:

• New Time Clock Report - Time Clock Job Efficiency:

• • It shows per technician, per service packages, per invoice statistics including vehicle information for the specified time period and has the option to include work in progress.

  • It shows lines that are clocked out as well as active lines that have not been clocked out. It also shows efficiency for those lines at the current time.

  • For those that only clock onto the work order, all service categories are shown that have a service package assigned to a technician.

  • Fore those that clock onto the labor line, the service category and service package will be shown.

  • You can run this report for a period of time to extract the jobs (service packages) or areas (service category) to identify problem areas for technicians. You can group by technician to get individual results. With service category, service package and vehicle information you can identify service categories, jobs or vehicle types that may be problematic.

  • You can run the report over a period of time to identify if certain vehicles are problematic and adjust your labor matrix accordingly. You can get the number of jobs with poor efficiency and see if it correlates to specific vehicles.

  • You can add this report to the dashboard. Set the parameter for today, the automatic refresh interval, check to include work in progress and add a filter so that only poor efficiency jobs are shown.

• Work in Progress Find Tool has been improved:

• • It is now a floating dialog that allows you to find multiple times and open documents multiple times until you find what you need. (Note the ESC key will close the dialog quickly).

  • If you select any document that is in work in progress, the document will be automatically selected and scrolled into view.

• When an inventory item is applied to a material line for the first time, if the inventory is set to not sell fraction quantities, the quantity of the material line will now be rounded up so that you don't under report the quantities sold.

• There's now a line that displays on both the work order and printed documents to indicate that a tax or other charge has been applied to the returned core.

• Deposit using payment processing is now implemented. The same set of choices as posting invoice / credit invoices are given.

• US AutoForce's parts are now grouped by line code.

• More Bank Deposit fixes for those that use payment processing. Manually entered transactions will now group properly when you choose to select all under a particular payment type. Also, the per payment type sub-total is correct now.

• Added a way to remove supplier settings from the contact without removing the contact or any other record. On the contact dialog in the Details section choose supplier and there's a remove supplier setting right beside the change supplier setting.

• When deleted a service category, we now check for concerns, inspections, services, and inventory. If there is any defined in the service category you will not be able to delete the service category.

• Enterprise service package setup can now assign tags defined i the enterprise to the service package lines.

Bug fixes:

• Automatically swap the high/low value on margin threshold depends on the user input instead of showing the misspelled error dialog.

• Added more network checks to prevent the case where the user is disconnected from the server yet still tries to post an invoice/ credit invoice.

• Work order authorization's new button was moving as the dialog was resized.

Version 1.0.14.18240 - Sunday August 24, 2014

Changes:

• When reversing an invoice imported from legacy or otherwise containing an invalid tax / other charge, the system will now inform the user the invalid tax / other charge and prompt the user to reverse the invoice by lines.

• User can now specify the number of phone numbers / emails printed on work order / invoice by editing the document template and change the number of Phones and Emails. A value of 0 will turn off printing of that information.

• Vehicle color is now shown and printed on the work order, invoice, etc.

• There's a new option for the work order document template wher you can hide the service package. This option turns off display of the service package header/footer.

• • This can be used to create a picking list by turning off labor/sublet lined but leave the material lines on.

  • This can also be used to create an inspection result document by turning service package off and also turn off labor/material/sublet lines, as well as work order summary.

• Income statement, balance sheet, and individual ledger account transactions can now be exported to Excel. This means just about everything in ledger can now be printed, saved as PDF, emailed or exported to Excel.

• Consignment sold, and Items To Be Returned can now be printed, saved as PDF, or emailed.

• Time clock can now not show items on Completed Work (regardless of if the work is marked as completed or not) by turning on the flag in Setup | Location Settings on the Time Clock tab.

• New Contact Listing With Attribute report allow you to run the same Contact Listing report with 3 contact attributes output by specifying the attribute's name.

Bug fixes:

• Technician hours on analysis screen is not showing the invoice hour correctly.

• Technician hours should be shown using the same decimal points as system configuration.

•  Inventory lookup on estimate still returns the full inventory list.

• Method of payments select all in deposit is not working correctly with transactions processed using payment processing.

• General supplier should show up in the Cash Paid Out screen.

• Edit warranty is prompting Access Denied.

• Dashboard is not showing all pre-configured calculated columns and summaries.