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Enhancements
Order Entry module UI Updates
Project Spec Version 5 Integration
Sales Leads enhancements
Human Resources enhancements
Asset Manager enhancements
Marketing Campaign enhancements
Improved forecasting in the Current Ops grid
Ability to adjust Bill To company and Attn To directly in the Customer Invoice module
Action Item submission completion message added when AI is submitted successfully
Alternative Report to the BOM Report for Special Price Requests
Added Cloud User Check to the Add New User Wizard
Double click to open Quote from Active & Expired Quote grid (Today Panel)
Ability to see when Installation Items have been previously added to another Work Order
"Urgent" field added to "Actions to Perform" tab
Quickbooks Desktop 2022 & Windows 11 Compatible
New Features
Accrued Liabilities functionality: Track un-billed costs for the most accurate profitability reports!
Inventory is back!
Issues Resolved
Auto-part templates calculation on other auto-parts issue
Acknowledgements – Added the Planned Ship Date to apply to “Ack Ship Date” field for Haworth Web Services
When importing SIF/XML files into the BOM the Product Type & Parts Category are now required when e-manage does not recognize the parts
Install Calendar – Project Search fix applied
Open Deposit Invoices (Today Panel) – Now only showing active/most likely Quotes
Marketing Campaigns – Total #’s have been corrected
When creating a Vendor Bill, if there is no Customer Invoice with Bill Type of “Final” then all costs go to WIP (it was previously looking to Backlog dollars)
Check in place to prevent saving a Vendor Bill when full amount has not been applied
Decision Date no longer required and will remain blank when converted to a Project if not filled in
Completion Tasks now follow the priority field
If you check off a Completion Task you can now uncheck if necessary