Change Log

New / Changed

B-101553 – Spruce Scaling has been Deprecated. We have removed Spruce Scaling to simplify how you manage text display in the application.

B-98642 – Quick Tender Added to Point of Sale. Updated the application to include a popular RockSolid Classic feature that makes processing your transactions easier and faster.

B-98793 - Adding Delivery/Cartage Fees to Point of Sale Transactions. We have developed the Aggregator process to help you group like-materials by number, weight, length, area, or volume to calculate delivery costs, for quantifying assembly work, to calculate total coverage for paint/wallpaper/driveway sealer, and any other process where grouping materials is useful.

B-98801, B-98802, B-98803, B-98804, B-98805, B-98808, B-98809 - Using the Aggregator SKU to Calculate Delivery Charges. After you add the customer’s items to the data grid, you can add the corresponding aggregator SKUs.

For the following forms and utilities, we have expanded the cost and price fields to accommodate a wider range of currencies:

B-95903 – Application Resize: Truck Maintenance Utility Form updated.

B-95904 – Application Resize: Invoice Load Utility Form updated.

B-95906 – Application Resize: On Time and In Full Exceptions Utility Form updated.

B-96899 – Application Resize: Recurring Bill Maintenance Form updated.

B-96902 – Application Resize: Check Backout Utility Form updated.

B-96904 – Application Resize: Transfer AP Utility Form updated.

B-96912 – Application Resize: Initialize Account Balances Utility updated.

B-96915 – Application Resize: Copy Recurring Journals Utility Form updated.

B-96917 – Application Resize: Recurring Journal Maintenance Utility Form updated.

B-96918 – Application Resize: Chart of Accounts Maintenance Utility Form updated.

B-96919 – Application Resize: Journal Inquiry Utility Form updated.

B-96921 – Application Resize: Invoice Load Utility Form updated.

B-96925 – Application Resize: Activities Form updated.

B-97867 – Application Resize: Corporation Form updated.

B-97868 – Application Resize: Bad Check Utility Form updated.

B-97869 – Application Resize: Recurring Invoice Utility Form updated.

B-97870 – Application Resize: Installment Setup Utility Form updated.

B-97878 – Application Resize: Open Credits Utility Form updated.

B-97880 – Application Resize: Account/Job Merge Utility Form updated.

B-97881 – Application Resize: Credit Application Utility Form updated.

B-101235 – Application Resize: Select Order Pop Up updated.

B-101732 – Application Resize: Point of Sale Form (Folders) updated.

B-101733 – Application Resize: Inventory Form (Folders) updated.

B-101734 – Application Resize: Accounts Receivable Form (Folders) updated.

B-94094, B-94295, B-94335, B-99541, B-99542, B-100106 - Account Payment Convenience Fees feature.

B-94295, B-99535 - Convenience Fee parameters.

B-94099, B-94295, B-100101, B-100102 - Applying Convenience Fees to Receive On Account entries.

B-94102 – Updates to EOD Cashier's Report to show Convenience Fees.

B-100108 – Processing Convenience Fees using ProLink.

B-94100, B-94101 – Applying Convenience Fees to imported e-commerce transactions.

B-99443 – Creating Job-Level Price Groups to manage competitive bids.

B-103546 – Adding Job Name to Posting Payments form.

B-98723, B-98724, B-98772, B-98773, B-98774, B-98775 - Using the Aggregator to Quantify Inventory.

B-98713, B-98714 – Creating Aggregator Types.

B-98723, B-98724, B-98773, B-98774, B-98775 – Adding inventory to Aggregator SKUs.

B-98720, B-98772 – Using the Template Feature to add inventory to Aggregator SKUs.

B-98793, B-98798 – Aggregator Notes.

B-93766, B-93767, B-93768, B-93769, B-94177 - Unit/Pack Timber Feature. Added to Item Maintenance, Purchasing, Inventory Unit Item Maintenance, Point of Sale.

B-100643 – Receipts entry focus on vendor rather than date.

B-102005 – Exporting Reports to XLSX Excel Format added.

B-94454, B-94455, B-94687, B-94688, B-94691, B-94693, B-94701, B-94702, B-94703, B-94704, B-94706, B-94707, B-94708, B-94712, B-94715, B-96766, B-98868, B-100101 - Support for Clover Devices added (UK).

B-94715, B-100975 – Clover Recovery when transactions fail.

B-94691 – Clover Refunds to original card.

B-98862 – Setting the Adjust Tax on Discount Payables parameter.

B-98865, B-98872, B-98873, B-98875, B-98914 - Seeing VAT/GST Tax Discounts in the invoice.

B-98915 – Seeing VAT/GST Tax Discounts in the general ledger accounts.

B-98877 – Seeing VAT/GST Discounts in the Billing Inquiry form.

B-98633, B-98635, B-98656 – Displaying Inc/Ex Tax information in Item Maintenance.

B-98629 – Reviewing and changing Tax Settings at Point of Sale.

B-93479 - Support for Zero-Decimal Currencies completed.

B-100118, B-100120, B-100122, B-100123, B-100126, B-100128 – New: Landscape Format for Tax Document Styles (VAT/GST Regions).

B-81311, B-100117 – Displaying Watermark on Inc Tax Point of Sale Documents.

B-91759 – Expanded Settings for Customer Tax ID labels in Point of Sale documents.

B-94048 – ProLink Libraries Updated.

B-102495 – Cayan Genius 2.0 Alert Report Added.

B-101553 – Windows Scaling replaces Spruce Scaling. (Updated)

B-103545 – TrueValue Test URLS updated.

Fixed

The following customer-reported items have been corrected. For more details see the Corrections section of the Release Details for Version 21:

B-94531 – Displaying Savings on Cash Tickets and Invoices Gets Better.

B-105434 – Refactoring the Spruce Scaling User and Station Text Features.

D-68316 – Quote and Order Acknowledgment Email Issue Resolved.

D-70428 – Logging Out While Defining a Unit Tally in Point of Sale Working Correctly Now.

D-71198 – Invoice Reversal Handling Improved when Invoices are Paid by Check.

D-71933 – Sales Tax Report Uses Local Date Settings to Generate Results.

D-72796 – Inventory Price Updates Improved Due to Customer Suggestion.

D-73352 – In Item Global Modify, Ensuring that All Message Group Codes Update.

D-73435 – Orders and Quotes No Longer Displaying Warnings for Comment SKUs.

D-74806 – Allocating Single Item Units Improved for Customer Orders.

D-75468 – Merging/Renaming Items Retains More History Now.

D-77002 – Contract Import Process No Longer Refers to the Time of the Import.

D-78861 – After Item Processing, You Can Now Add/Select New Item Quickly.

D-79563 – Open Docs Subtab Shows History of Open Point of Sale Transactions.

D-80462 – Reprice Option in Purchase Order Entry Working Again.

D-80538 – Items with UM Conversions No Longer Skew Quantity on Hand Physical Counts.
D-80588 – Sites No Longer using Integrated Card Processing Can Disable All Credit Card Settings Now.

D-80724 – Sites No Longer using Integrated Card Processing are Saving Manual Authorization Codes Correctly Again.

D-80781 – Special Order Dymo Labels (AR 15) Printing as of this Release.

D-81197 – Disputed Amount Errors that occurred during AR Invoice Processing Corrected.

D-81289 – Sheet Metal Tally Data No Longer Missing from Sales Invoices in Edge Case.

D-81311 – Improved Visibility of Watermarks in Point of Sale Documents.

D-81632 – The Load Schedule Form Closes Correctly after Processing the Schedule.

D-81687 – Open Item Invoice List No Longer Including Cash Tendered Invoices.

D-81734 – Errors when Opening Quotes and Orders in the Activities List Resolved.

D-81807 – Displaying the Correct Foreign Currency Labels in Transaction Documents with Multiple Currencies.

D-81855 – Using Multicurrency for Purchasing, Customs Manifest, and AP but not Point of Sale Enabled.

D-81929 – Exporting Customer Lists to CSV File Format Added.

D-82118 – Nested Material List Items Are Importing Correctly Now.

D-82173 – ACE Prices Remain Unchanged when Importing Quotes and Orders to Sales.

D-82535 – Payables Journal Report Billed Column Displays Date Only Now.

D-82562 – File Copy of Customer Order Restored.

D-82562 – Customer and File Copies Print Again.

D-82573 – Deposit Amount No Longer Converted to Foreign Currency when Allow Exchange at POS is Disabled.

D-82593 – Point of Sale Error: Object Reference not Set to an Instance of an Object Corrected.

D-82685 – End Of Day Reports Balance with Receiving Journals Now.

D-82723 – Purchase Unit Tally Items with Maximum Name Length Without Errors Now.

D-82819 – Disabled Allow Exchange at Point of Sale Prevents Multicurrency Options in Process Docs.

D-82868 – Process Documents No Longer Display Foreign Amounts when Allow Exchange at POS is Disabled.

D-83033 – Deposits Applied to Partial Sales Now Includes Tax Amount.

D-82773 – Importing Selected Items from a Quote into a Contract Imports the Selected Items Only Now.

D-83033 – Deposits Applied to Partial Sales Now Includes Tax Amount.

D-83483 – Manufacturing Work Order Summary Report Titles Updated.

D-83618 – Scroll Bar and Menu Marker Issues in Point of Sale and Other Areas Corrected.

D-83759, D-83761 – Using Add Card on File for Account Payments No Longer Causes Errors.

D-83944 – Sending DIB BOPIS Inventory All for Branch 2000 Processes Normally.

D-83995 – Keyboard Shortcut Restored on the Order Non-Stock Item Box.

D-84004 – Receivables Import Wizard Supports Records with Document IDs Now.

D-84160 – Missing Radio Button Displays in Suggested Order Build Dialog Box.

D-84221 – Posting Payments Issue Corrected.

D-84272 – Beta Issue Resolved: Freezing and Spontaneous Errors Resolved.

D-84355 – Unit of Measure Importing Correctly Again in the Contract Pricing Form.

D-84884 – DIB BOPIS “Account Not Found Error” Message Caused an Update.

D-84947 – Document Viewer Link Pane Readable Again.

D-84534 – Beta Issue Resolved: Attachments Working Correctly Again.

D-84747 – Beta Issue Resolved: VAT Issue Related to Fixed Price Materials Lists.

D-84793 – Beta Issue Resolved: Report Printing Delay Resolved by ActiveReports Upgrade.

D-85013 – Beta Issue Resolved: Logging into Hosting Issue Corrected.

D-85101 – Beta Issue Resolved: Job Charge Return Record Emailed when Processed Again.

D-85197 – Foreign Currency Amounts No Longer Display on Customer Invoices for Some Invoices.

D-85203 – Beta Issue Resolved: Inventory Receipts Working As Expected Now.

D-85253 – Beta Issue Resolved: Cayan Charge Sales No Longer Require Manual Processing.

D-85331 – Select Unit Definition Columns Displaying Correctly Again.