October 16, 2018 Update

Video

Details

Multi-Currency Support

• Company can have a default currency and multiple currencies with rates for transactions
• Option to lookup currency rates with online service
• Clients and Vendors support a default currency
• Multiple currencies supported in all transactions - Projects, Service Orders and Purchase Orders

Avalara Tax Integration

• Ability to lookup tax rate in projects and service orders for US or Canada addresses
• Avalara tax integration in Projects. Integrate with your Avalara account and lookup taxes for each item in project based on Avalara codes set for each item and project address
• Option to automatically calculate taxes from Avalara when running report from Project Editor for users with Avalara account

Customer Portal

• Customer Portal has option to allow customers to “Auto Sign-In” with no password (company level setting)
• Customer Portal has options to set Reply Email and Display Name for Email

Projects

• Move items from between pending change orders
• Add options for Number of Digits, Start and Separator to Project Number format
• Add Price Type as display field on Project Explorer
• Add URL field to Export from Project Editor

Other

• Improve DPI awareness of application
• Add Price Type to Client
• Mass Update on Clients and Contact (Owner, Price Type and Currency Code fields)
• Add "Records per page" controls to Clients and Contacts
• Add "Export to CSV" as an export function in Report Viewer for project reports
• Add third decimal place for Amps
• Add "Export Current Layout" functionality to Product Explorer/Labor Explorer/Project Explorer
• Allow user to add new items to an existing project via the API
• Add Project Number field to Quote report
• Add a field for Change Order Name to Report Designer
• Add setting to not show the prompt for dragging items on pending change orders to drawings
• Allow for four decimals on purchase orders unit cost field
• Change the "Equipment" as "Total Installation Price" for all proposal (install price) reports when show adjustment separately is checked in report definition
• Project History Improvement to display integration export and import
• Use OTP to reset user password (Do not send password in clear text over email)

Bugs

• Change Order reports displays blank quantity for parent items which are not part of change order
• Fix crash error when deleting an unpublished report in the report designer
• Login page for QuickBooks Online may be blank (browser issue)
• Text cutting off on Project Hours report
• Add back “Copy From” In Manage Phases dialog
• Approved Items Price Changing when updating from purchase order
• Reset window positions for all persisted windows when monitors swapped
• SI application should automatically sign out the after a session timeout
• Multiple Session Timeout prompts when opening project

Installer

• Remove Visual C++ dependency in installer
• Upgrade to SQL Server Compact 4.0