Current emanage|ONE Release Notes

Version 10030 & Version 10031

Issues Resolved
NO EM#	Do not Display Terminated Employees on Time Clock
NO EM#	Performance Enhancements when loading Leads
NO EM#	Lead ID not being assigned to a project when created from the New Company / Contact / Lead window (Pool Companies Only)
NO EM#	Fix issue with Accrued Liabilities when creating an Invoice and no bills have come in yet
NO EM#	Prevent Error when Opening to the Install Schedule (History) of a Project via Search
NO EM#	Fix drop downs not being reset and values not saving on Corporate Division Configuration in Administrator
EM-1879	Fix Doc Types for saving Asset Reports not populating
EM-1885	Fix errors when editing Asset Issuance
EM-1833	Fix issues with OFS Web Service occasionally dropping line items
EM-1887	Fix incorrect calculations for Sales Tax when re-opening an existing invoice
EM-1889	Fix error when filtering Invoiced by Salesperson by Quarter or Year
EM-1890	Fix issues with joining QBO Invoices after migrating from QB Desktop and several enhancements to the QB Desktop -> QBO Migration tool in the QuickBooks Integration
EM-1892	Fix error when assigning an Order to Journal Costs via Cost Reconciliation window
EM-1896	Do not mark an Option / Finish as “Error” if “No Selection” was chosen
EM-1901	Prevent error when loading Quick Books Integration badges based on Service Ticket and Service Agreement Payments
EM-1917	Fix opening Documents with a “.” In the name.
EM-1918	Document Type allowing manual input even if it’s not marked as a Free Form drop down list
EM-1915	Packaging Tag not being imported into BOM via XML
EM-1923	Deleting Documents from Retention Window times out on large documents.
EM-1928	Not including a Pin for Kimball Orders errors even though it’s not required on their end.
EM-1931	Move to Record drop down in Documents Module errors.
EM-1934	Error when Recalculating Hours in Time Clock when Lunch Time is not populated.
EM-1936	Ship Via does not carry over when creating Purchase Orders on Service Tickets
EM-1932	Service Agreement Proposal Date populating incorrectly
EM-1839	Allow special characters in Surveys and display a larger editor for Fill In answers.
EM-735	Unable to un-cancel jobs that have not yet been booked without the Right “Can Cancel Projects After Booking”

New Features
EM-1782	Automate Commissioning Project Team Members (Other Users) New button for Commission Team Members in Commission Module New grid to commission multiple other users at the same time Redesign of Commission Configuration in Administrator Complete redesign of window Allow assigning default commission plans to other users as well as salespeople See here for more information: Team Member Commissions
EM-1838	New Action Item Redesign Redesign the Send Action Item window Allow the submitting user to edit the action item if it has not yet been checked out (double click to open from Actions to Perform or Open Actions if you are the user who submitted it and it is not yet checked out) See here for more information: Editing a Submitted Action Item Fix Survey Visibility issues Allow creating a new Order directly from the Send Action Item window See here for more information: Submitting an Action Item
EM-1843	Add logic to handle Origin Sales Tax See here for more information: 🧾 Origin-Based Sales Tax Configuration
EM-1713	Add Quarterly Sales Goals Redesign Sales Goals window in Administrator Allow setting goals by Quarter Update existing goals with the relevant Quarter See here for more information: Sales Goals Setup
EM-1906	Add Commission Goals based on Sales / Profit Configured in Automation Config -> Sales Automations -> Commission Goals Allow setting a $ Goal (Profit or Sale) before allowing a Salesperson to receive Commission Allow Multiple Goals with different Commission Plans If a Goal is not met, when scheduling Commissions, the scheduler will be alerted and the Commission Plan will be removed by default If multiple goals exist, sets the Commission Plan based on the largest goal reached All Goals for a particular Salesperson must be either by Sale or Profit. See here for more information:
EM-1850	Project Information Module Redesign Completely redesign form Moved loading to background to enhance performance Added Quote to Cash chart for visual of Project Financials See here for more information: Project Information \| Quote to Cash Visual Metrics Allow Admin to customize the layout for their company (can not customize required fields) See here for more information: https://emanageone.atlassian.net/wiki/x/DwC1kw Added new date fields (approx order date, install and completion) See here for momre information: Project Information \| Critical Project Information Dates (Est. Order Date, Install Date & Completion ... Added “Opportunity Notes” to main form See here for more information: Project Information \| Opportunity Notes
EM-1925	Add Approx Profit to Project Information and Profit Goals to Sales Goals Approx Profit is based on Quotes that are Most Likely and Valid Behaves like Approx Value Added refresh button to both Approx Value and Approx Profit Profit Goals are a new type of goal for Salespeople Configured the same way as Sales Goals and Opportunity Goals Sales Goal configuration will now show the Profit per month and the % Profit Goal met See here for more information on the Approximate Profit field: Project Information \| Approximate Profit See here for more information on Sales Goals by Profit: Sales Goals Setup
EM-1905	Create new Project Profitability (Analysis -> Projects -> Project Profitability) New Grid based on Date Ranges Loads YTD by default Double click to open a project Ability to print the Profit Report from this window Requires User Right “View Final Profit and Loss” See here for more information: Project Profitibility
EM-1758	Update Order Tax upon Invoice Creation If a Tax Rate has changed from when an Order was Processed to when the Invoice is being created, prompt the user to update the tax rate on the Order Clicking “Yes” will update the entire Order with the new Tax Rate. Existing Invoices will not be affected (unless modified after) Clicking “No” will allow invoicing at the previous Tax Rate See here for more information: Sales Tax Rate Check at Customer Invoicing
EM-1888	Redesign Sales Tax Report Enhance Performance Add Loading / Progress Bar Add logic to handle Origin Sales Tax See here for more information: 🧾 Origin-Based Sales Tax Configuration
EM-1908	Add new Pin field to Employees and allow an HR Admin to modify it if they have the right “Kiosk App Administrator” In preparation for our new Kiosk App (Coming Soon) See here for more information: Getting Started with the Kiosk (Admin Setup)
NO EM#	Nov 26 2024 Retake: Create new “Invoiced by Salesperson” Analysis under Analysis -> Projects See here for more information: https://emanageone.atlassian.net/wiki/spaces/HelpGuide/pages/2480996383
NO EM#	Select Specific Vendor when Printing Vendor Projections Report See here for more information: https://emanageone.atlassian.net/wiki/spaces/HelpGuide/pages/2481586394
EM-1940	Safety Training module (Tools -> Configure -> Safety Training) did not allow editing Safety Items.

User Interface / Experience Enhancements
NO EM#	Add Expected Order Complete to Actions to Perform
NO EM#	Update Project History -> All History grid to new format
EM-1841	Change Terminology on Over Payment Credits to Overpayment / Refund
EM-1849	Redesign Installation Calendar Config Redesign form for configuration installation calendars Allow users to rename their calendar (affects the Calendar Tab name when open) https://emanageone.atlassian.net/wiki/spaces/HelpGuide/pages/228262027/Configure+Installation+Calendar+Service+Calendar?force_transition=d9a92f64-2cb7-4bfa-b8a7-aa3a06eed956
NO EM#	Move loading of QB Badges to Background to enhance performance
EM-1910	Use Add New Project window when creating a new Project from: Company Record Contact Record Lead Record Quick Company / Contact / Lead window
EM-1907	Redesign Database Settings in Administrator Redesign User Interface Add “Default Lunch Duration” for future Kiosk app Disable several fields that are not currently used in the system
EM-1911	Display Progress / Loading Panel when connecting to QuickBooks Online (QB Integration)
EM-586	Redesign PTO / Sick Days window Full redesign of UI Change Days out to Hours Change PTO fields in Employee Record to Hours See here for more information: https://emanageone.atlassian.net/wiki/spaces/HelpGuide/pages/2474246148
EM-1924	Update version of Telerik Reports
EM-1929	Add Tool Tips to Project Modules when they are disabled to indicate which right is required + Other Misc. Tool Tips to enhance User Experience
EM-1926	Refactor Installation Items (Installation Calendar) Performance Enhancements UI Redesign - https://emanageone.atlassian.net/wiki/spaces/HelpGuide/pages/230883366
EM-1458	Enhance loading speed for Quote Settings, Quick Company Contact Lead form, New / Existing Lead form, Employee Grid, Add New Employee, Employee Record, Asset Manager Grid
EM-1938	Allow selecting which vendors to print on the Vendor Projections Report under Analysis -> Print Reports.
EM-1941	Ability to adjust default settings to “Show Statement on Invoice” in Administrator Application
EM-1333	Allow users to upload custom dashboards Note** Administrators must download Default Marketplace Dashboards after taking the update. More information can be found in Step 2 below: See here for more Information:Dashboard Viewer
NO EM#	“View Quotes” User Interface updated
EM-1098	Vendor Acknowledgement User Interface updated Redesigned UI with additional fields such as Delivery Group New Subgrid to handle Delivery Groups and Shipments for Haworth Dealers (Web Services)
EM-1650	Show Employees on Anniversary Report even if they haven’t been with the company for over a year.
EE-3986	Add End User State to Backlog
EM-1947	Enhance loading speed of Installation Calendar

Re-Take Fixes / Additions from Previous Update
NO EM#	Nov 8 2024: Fix error if no Project contacts when opening Quote Settings
NO EM#	Nov 8 2024: Quote Settings opens to wrong tab (Alternative Scope instead of main page)
NO EM#	Nov 8 2024: Email Signature not auto-suggesting as you type
NO EM#	Nov 8 2024: Fix error when emailing receiver report
NO EM#	Nov 8 2024: Fix errors with Approx Value on Lead
NO EM#	Nov 8 2024: Fix drop downs on some windows no longer expanding (ex. Action Items)
NO EM#	Nov 8 2024: Fix Installation Item defaulting to "Control" instead of a proper color
NO EM#	Nov 8 2024: Change font on new HTML controls to Segoe UI 7.85 by default
NO EM#	Nov 8 2024: Fix sub-windows always opening on Primary Screen regardless of where EM is open
NO EM#	Nov 8 2024: Fix Quote occasionally printing with blank pages (need to re-save quote settings on affected quotes)
NO EM#	Nov 8 2024: Fix importing SIFs into the BOM with $0 values
NO EM#	Nov 8 2024: Fix Assigned PO not sending to Lynx on Direct Bills (sending Customer PO Twice)
NO EM#	Nov 8 2024: Fix QB Receivable not being checked if the user uses QBO and never used QB Desktop
NO EM#	Nov 12 2024: Fix Spacing issues in new HTML Controls when pasting from external space
NO EM#	Nov 12 2024: Fix “Profiles” button on login screen not working
NO EM#	Nov 15 2024: Allow Invoice Notes on Service Parts (Haworth)
NO EM#	Nov 15 2024: Fix Service Ticket Documents not updating when edited
NO EM#	Nov 15 2024: Fix Service Ticket Acknowledgements not saving
NO EM#	Nov 18 2024: Auto populate Salesperson from Company when creating a new Project
NO EM#	Nov 18 2024: Fix issue with Login Time when creating a new User
NO EM#	Nov 18 2024: Fix issue creating new users if no Salespeople have been setup in Administrator yet
NO EM#	Nov 18 2024: Add Expected Complete Date to Collections Window (Projects Only)
NO EM#	Nov 19 2024: Product Type and Parts Category not carrying over to PO Items on Service Tickets
NO EM#	Nov 19 2024: Pop Up Notes on Service Agreements not updating the Pop Up column
NO EM#	Nov 19 2024: Can’t attach documents to Serviceable Items
NO EM#	Nov 19 2024: Priority on Service Ticket Items does not carry over to Invoice Report
NO EM#	Nov 19 2024: Updating “Public” on Snippets does not update
NO EM#	Nov 19 2024: Company doesn’t auto populate on Service Ticket Vendor Invoices
NO EM#	Nov 20 2024: Vendor Bills via Batch Entry do not clear account mappings when closed before saving
NO EM#	Nov 20 2024: Vendor Bills via Batch Entry not correctly mapping accounts (WIP)
NO EM#	Nov 26 2024: Prevent error when creating a new invoice
NO EM#	Nov 26 2024: Allow projects with previously deleted quotes to show on Current Opportunities
NO EM#	Nov 26 2024: Remove : from Receiver names when saving to documents
NO EM#	Dec 4 2024: Fix incorrect tax when using BOM level autoparts instead of Phase level.

Re-Take Fixes / Additions For This Update (Version 10031)
NO EM#	Update Installers Grid to new Control to fix Editable Fields
NO EM#	Prevent deleting installers that have payroll processed
NO EM#	Allow Searching by Project ID in Installation Items
NO EM#	Allow removing drop down values in Employee Record
NO EM#	Fix Applying Quote Templates to new Quotes
NO EM#	Enhance QB -> QBO Migration Tool
NO EM#	Fix Creating POs after booking the first Order on a Project
NO EM#	Fix Audit Date on Timesheets not saving correctly
NO EM#	Prevent error when opening acknowledgements in some databases
NO EM#	Prevent Action Items from not appearing when a company is on credit hold
NO EM#	Correct Free Form on new Drop Downs
NO EM#	Fix Vendor Ref code being used when submitting Web Services for pricing
NO EM#	Add Corporate Division to Invoiced by Salesperson grid
NO EM#	Fix several Herman Miller Web Service issues and enhance speed
NO EM#	Prevent issue with Manager Rights when opening a Project
NO EM#	Allow for no Terms and Conditions on a Quote
NO EM#	Fix Salesperson Error when creating new Quotes from BOM
NO EM#	Fix Taxable not properly applying to BOM Items
NO EM#	Prevent inconsistent behaviour with “Show Summary Page” on Quotes
NO EM#	Allow exporting child grids in new grids to Excel
NO EM#	Fix Telerik Report Chooser behaviour (when selecting an alternative report)
NO EM#	Prevent Error when exporting a Telerik Report to Word or Excel
NO EM#	Fix setting GST / PST Templates to BOM for Canadian dealers
NO EM#	Fix issues with Haworth Surcharges not applying correctly to BOM
NO EM#	Enhance speed of Haworth Web Service downloads
NO EM#	Prevent errors on Commissions when commissioning a job that a Salesperson was just added to
NO EM#	Set the correct memo field in QBO when sending Vendor Bills
NO EM#	Fix Direct Bill Vendor not populating on Quotes
NO EM#	Allow showing the Summary Page on Quotes even if Show Cover Page is unchecked
NO EM#	Add “Copy” button to End User Address in Project Information
NO EM#	Update all existing options on a Project when the Pricing Type is changed in the BOM
NO EM#	Skip Days drop down on Install Items does not have any values
NO EM#	Make Documents public by default when dragging from desktop -> Action Item
NO EM#	Deleting Parts in BOM from right click menu does not recalculate Auto Parts or Freight Parts
NO EM#	Set Security Level to Low when dragging documents from desktop -> Action Item
NO EM#	Allow pushing Orders with different Bill To Companies to Quick Books
NO EM#	Fix formatting of General Instructions on Work Order Report
NO EM#	Fix Invoice Number not populating correctly on some Projects
NO EM#	Fix “Show Statement” setting not saving in Admin -> Database Settings
NO EM#	Fix List / Cost checkmarks being reversed in Print BOM Report
NO EM#	Fix tax on Phases when changing the tax rate from an Invoice
NO EM#	Prevent duplication of Salespeople in HNI Web Services
NO EM#	Fix Address miss-match between EM and QB for Jobs
NO EM#	Fix Lead notification not opening the Leads Grid when clicked
NO EM#	Fix Action to Perform notification not opening the Actions to Perform grid when clicked
NO EM#	Fix issue with Bill To Attention being required when generating Quotes
NO EM#	Prevent duplication in drop downs in several windows
NO EM#	Set Security Level of Documents to “Low” when trying to open a document without a security level
NO EM#	Fix Haworth Web Service Invoices on Delivery Group Acknowledgements
NO EM#	Prevent scroll wheel from changing drop down values while hovering over drop downs in Project Information
NO EM#	Swap “Save” and “Cancel” buttons in Add New Project and QCCL window
NO EM#	Allow saving Orders with a Expected Completion Date in the past if it was already booked (New Orders must still have a expected complete greater than today)
NO EM#	Fix Project Information group header when a custom layout is applied
NO EM#	Allow searching by Account Number or Name in Account drop down on Invoices
NO EM#	Enhance calculations for Special Tax (BOM speed enhancement)
NO EM#	Fix Employee Grid not showing Employees if they do not have a picture set
NO EM#	Fix Direct Bill checkbox in Project Information not saving
NO EM#	Fix Checkboxes in Sales Tax Report always printing everything even if unchecked
NO EM#	Enable Customization for Add New Project form
NO EM#	Add additional details to error messages in Quickbooks Integration
NO EM#	Include the First and Last selected dates in Sales Tax Report
NO EM#

Current emanage|ONE Release Notes

Issues Resolved

New Features

User Interface / Experience Enhancements

Re-Take Fixes / Additions from Previous Update

Re-Take Fixes / Additions For This Update (Version 10031)