Issues Resolved | |
EM-117 | Paid On Date would not send to QuickBooks if entered in e-manage |
EM-508 | Can not paste a copied image into an email generated in e-manage |
EM-1004 | Scope Builder in Project Information module only allows 500 characters |
EM-1489 | Join Companies to QB Customers in QB Integration not working |
EM-1447 | Accrued Liabilities not calculating properly in some cases |
EM-1632 | Next Touch Type is no longer a “Free Form” field |
EM-1641 | Scope Builder in Special Instructions and Mark For cut off at 1500 characters |
EM-1643 | Employee Join for Quick Books Online not working |
EM-1647 | Service Agreement Invoices still showing up when they shouldn’t Customer in Invoice Search |
EM-1652 | Acknowledgement Module not refreshing when an existing Acknowledgement is modified |
EM-1667 | When Processing an Order and Allocating inventory, the Reserved is not decreasing |
EM-1668 | Inventory Quantities in Search for BOM and Quick Quote are incorrect |
EM-1669 | Issuing Inventory will not make it drop off the grid and quantities are not correct |
EM-1670 | When deleting an Inventory PO, the items are not being removed from Qty on Order or Available |
EM-1671 | Reserved Inventory on a Quick Quote is not visible for Allocation |
EM-1673 | Prevent removing inventory that is in a status other than Available |
EM-1674 | Receiving items in Inventory is not updating “Available” quantity |
EM-1682 | Vendor Invoices for Inventory still show an Amount Remaining even though it’s fully invoiced and mapped |
EM-1683 | Can not see the entire “Receiving Details” window for Inventory |
NO EM# | Receiving module does nothing / does not open if there is no acknowledgements |
NO EM# | Button to “Submit as New PO” on Haworth Web Services no longer available |
NO EM# | If a contact on a project was the primary contact and then deleted, Quote Settings will error |
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New Features | |
EM-337 | Added OFS Web Services |
EM-544 | Added a grid for Employees and open it by default when opening the Employee Manager and re-design the Employee form itself. |
EM-1220 | Allow importing Terms of Sale from QuickBooks when importing companies (if the terms are also setup in EM already) |
EM-1286 | Add Opportunity Goals to Sales Goals in Administrator |
EM-1439 | Added option to mark Sends Acknowledgements when importing vendors from QB |
EM-1450 | Added Mark As Sent for Orders and Journal Costs in QuickBooks Integration |
EM-1547 | Allow emails to be marked as “High Importance”  |
EM-1621 | Allow for multiple supervisors per employee in the HR module |
EM-1643 | Added Auto Join Employees for QuickBooks Integration |
EM-1645 | Re-Design Documents form to improve performance |
EM-1666 | Add Dealer Seller Number to Herman Miller Web Services |
EM-1670 | Add button for “Edit Master Part” in “Manage Inventory” window |
EM-1680 | Add Refresh button in Inventory PO Module |
EM-1681 | Add Ship To company to Create Inventory POs window |
EM-1691 | Open Users as a list instead of a Drop Down in the Administrator Program |
EM-1697 | Add Drop Down to Copy documents from one Project to Another |
NO EM# | Added Disconnect from QBO functionality and button |
NO EM# | Added Auto Join Customers for QuickBooks Integration |
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User Interface / Experience Enhancements | |
EM-1442 | Add a “Please Wait” / Loading indicator when opening Quote Settings |
EM-1629 | Alter order of Zip Code fields in “Add A Quick Company” to match the main Company Record |
EM-1638 | Add Project Manager to the Projects grid under a Company Record |
EM-1639 | Update the Email form to allow for better formatting |
EM-1692 | Add Payment Confirmation Box when sending an overpayment to QBO |
NO EM# | QBO Login Button shows the Company Name when logged in |
NO EM# | Add Toggle to Parts Sold Search to search by Master Part or BOM information  |
General
Content
Integrations