Current emanage|ONE Release Notes

By Stephanie Pepper (e-manage|ONE)
8 min

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 Sales Tax

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

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 Sales Tax

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

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)

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 For This Update

 

 

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.

 

 

See here for Live Webinar:

https://youtu.be/EjB5PEgAnMg?si=aygxEU1FlaEO5AI3

 

 

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