TABLE OF CONTENTS
- System Wide
- Reporting Enhancements
- Sales and Receivables
- Orders and Quotes
- Purchasing and Payables
- Inventory and Manufacturing
- Importing and Data Exchange
- Maintenance and Fixes
New Custom "Pins"
Enhanced Custom Lookup Lists Using Advanced Find
Update to All Module "Defaults" Settings windows
Posting Windows Updated with PDF Print Output
My Reports Conversion
Modern Report Framework Migration
The Connected modern report framework has been applied to new reports as it approaches system wide. The new report framework supports themes, report notes, easier report selections, and updated UI.
The following six reports were migrated to the modern report framework:
1) Sales and Receivables - Sales Tax Summary
2) Purchasing and Payables - Purchase Journal Report
3) Purchasing and Payables - PO Receivings Report
4) Job Costing - Job Costing by Cost by Phase Report
5) Job Costing - Timesheet Transactions Report
6) Job Costing - Job Profitability Report
Sales and Receivables
"Pay Now" Button/URL on Forms
-New form field for a "Pay Now" URL.
-The new URL can be used as a straight web address or with specific text.
-If there is a custom icon (Pay Now Icon, the url field can be placed over the icon making it appear and function as a link.
-The URL is specified in the Banks window in the event there are different URL's for payments in different currencies or business units.
Other Form Enhancements
Recurring Invoice Enhancements
Long Item No Field added to "Item Info" Tab in Sales Windows
Other Sales and Receivables Enhancements
Orders and Quotes
Sales Order Workflow Staging List Enhancements
NOTE: The generic name for this custom list is "Staging" list. However, the list name can also be customized and called, for example, "Status". The custom name, if provided, is what will show up in all places that the list is referenced. The Staging list is enabled in the A/R Defaults setup window, under the Sales Orders tab.
-Added Sales Order Staging list as a filter in the Sales Orders ledger. In previous versions, the Staging list was only available as a column selection without a specific filter.
-Updated the "Select Forms" print option to set the "Staging" list value on print.
-Updated the Quick Ship window to set the "Staging" list value on execution of the Quick Ship.
Print -> Select Forms, from the Sales Order window:
Quick Ship Order window:
Purchasing and Payables
1099 NEC - 2023 Update
NOTE:The generic name for this custom list is "Staging" list. However, the list name can also be customized and called, for example, "Status". The custom name, if provided, is what will show up in all places that the list is referenced. The Staging list is enabled in the A/P Defaults setup window, under the Purchase Orders tab.
Inventory and Manufacturing
Inventory Item Custom Fields - New Advanced Field Configuration
Inventory Window Improvements
-Added the Staging List in Activity Ledgers -> Locations -> Sales Orders/Purchase Orders/Work Orders tabs of the Inventory Item window. The new Staging List value shows in all three tabs, if activated and used in that area.
Manufacturing Work Order Workflow Staging List
NOTE: The generic name for this custom list is "Staging" list. However, the list name can also be customized and called, for example, "Status". The custom name, if provided, is what will show up in all places that the list is referenced.The Staging list is enabled in the I/C Defaults setup window, under the Manufacture tab.
Manufacture/Work Order Ledger New Filters
Importing and Data Exchange
New Quick Invoice Import for E-Commerce Transactions
G/L Transactions (aka Journal Entries) Import Enhancements
Sales Order Import - Support for Custom Line Fields
-Support for custom line item fields.
-Assign up to 11 custom values at a line item level
Other Importing Changes
Maintenance and Fixes
0005032: [Other -macOS] Fixed critical screen redraw error with macOS Sonoma.
0004797: [I/C] Manufacture Report Window - An issue was found and fixed that caused the report window text to be misaligned.
0004795: [Forms/] Print to PDF with Free 3 of 9 barcode font - An issue was resolved that affected Windows 11 creating a PDF only when using the specific barcode font.
0004820: [A/R] Saving Account Invoice and Sales Orders without Terms code - An issue was resolved that allowed an order or invoice to be saved, in very specific circumstances, without a terms code.
0004847: [I/C] IC Demand Report - Negative values were restored to a red font.
0004848: [G/L] Journal Entries Report - Issue was resolved that caused the report to display entries with no account details in a misleading way.
0004853: [A/R] Item Sales History Report - The report performance was greatly enhanced after locating a bad call in the report code. Performance is increased by 1,000% or more.
0004889: [G/L] Balance Sheet Report - Issue resolved that caused a date not to print beside the period selection.
0004892: [Report Center] A/R Receipts Journal Report - Resolved issue that caused report to sometimes fails to load the print destination menu.
0004921: [G/L] Trial Balance Report - Resolved issue with incorrect report header data.
0004911: [A/R] A/R Ledger and Query Windows - Issue resolved that caused custom fields to be exported as blank when sending results to text file/spreadsheet.
0004932: [Other] Record Info - Problem found and fixed that caused record info window to not open change logs for records with code field entries containing certain characters
0004931: [Import] Customers Import - Resolved issues in which Customer Custom fields were not importing values for new or update imports.
0004411: [Import] Purchases Imports - Issue resolved that caused the Summary and Detail Purchase Imports to not properly handle purchase post date when enabled
0004946: [I/C] Item Custom Field Labels - Found and fixed issue in which custom field labels were duplicated in the I/C Defaults setup window.
0004939: [A/R - Invoices] - Resolved issue in which backorder quantities were changed if the related unposted invoice was edited after a sales order (sales order with backorders) shipped
0004118: [A/P Purchase Orders] - Resolved error message when cancelling a line item on a posted purchase order.
0004273: [Other] - Resolved issue in which the "&" character was not displaying correctly in custom menu text.
0004955: [G/L] - Resolved issue when creating a reversing entry and clicking Next caused the very first record to be loaded vs the next Journal Entry.
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