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Pro Cloud Release Notes

v529 Released 3/25/18 – New Features!

New

  • Added Autocomplete to search dropdowns
  • Added a new Tear Sheet Proposal style for Items
  • Added new Modern style Quote and Order documents for optional Showroom module
  • Added new Modern style Spec Sheet
  • Added new Modern style Bid Spec Sheet
  • Added new Modern style Proposal with no Pricing Information
  • Added PO Sidemark as a column on the Specification Search

Fixes/Updates

  • Fixed: Invoice styles that show deposit are showing items with a different sales tax than the total sales tax (when rounding issues appear).
  • Fixed: Proposals are suppressing the Project Code when the option for Show Proposal Name is not selected.
  • Fixed: Select by dropdown on Showroom Quotes/Orders, the focus after select by Salesperson, is not going to the search field for salesperson.
  • Fixed: Showroom Quotes and Orders are not receiving the client default for Invoice Terms or the PO Designer Extension from the Employee/Salesperson/Mgr.
  • Fixed: On A/R Client Returns, the manager field is not visible when it’s not a retainer-type.
  • Fixed: Client Name Field on Purchase and Work Orders window is cutting off on left of text box.
  • Fixed: Receive error message when clicking on the clear button in the Transaction search.
  • Fixed: The Modern Proposal and With Deposit styles are not suppressing the Proposal Name, when the “show Proposal Name” option in the project default is not selected.
  • Fixed: Tabbing is out of order on The Data Collection Items window (for Physical count, project transfer, etc.).
  • Fixed: The Proposal (except for Modern) can show the approval signature twice or not at all when Show Actual Deposits option is selected.
  • Fixed: An error message occurs when exporting inventory stock items and selecting yes to include pictures.
  • Fixed: Access denied message appears on the cash receipts window when you have access to cash receipts, but no access to make bank deposits.
  • Fixed: Duplicate entries can be seen on the Purchases Posting List when hold is used.
  • Fixed: The password attribute to allow to Add Clients is not working unless the Edit Clients is unlocked as well.
  • Fixed: An error message occurs when using the next and previous arrows while editing a task or appointment.
  • Fixed: The minimize toolbar setting on the view tab of the ribbon bar is not saving.
  • Fixed: When exporting item grid from project specs it does not ask to export the picture.
  • Fixed: ClientConnect does not send emails from the correct email address when using the SMTP settings.
  • Fixed: Password option to not allow updates for ClientConnect does not prevent message when you start software.
  • Fixed: The “Pay with” is skipped when tabbing on the Vendor Invoice/Deposit/Expense screen.
  • Fixed: A error message occurs when creating a new Inventory PO using the by reorder point for Vendor option.
  • Fixed: Email and website fields should allow up to 255 characters.
  • Fixed: The clipboard button on the picture tab tip tool verbiage is incorrect.
  • Fixed: An error message occurs when trying to sort on the grid columns on the Quotes & Orders window – Order tab.
  • Fixed: Time import error message occurs when importing a google calendar .ics file.

v528 Released 9/27/17 – New Features!

New

  • Vendor Markups/Discounts/Fees- Now you can set pricing based on your Vendor specific markups and discounts.  The Vendor Defaults window has a new section where you can enter these percentages.
  • We have added a default Company & Project Delivery Ticket Remarks section.
  • A Company option has been added to hide the names of the employees that have completed the Time Billing entered into a Project.
  • New Help Center has been included in this release.  The Design Manager Vision Pane will now have an updated look to accommodate the Help Center changes.

Fixes/Updates

  • Fixed: Spec Search Window had a column missing after User Date 2 and sorting by column headings improved.
  • Fixed: Spec Search Window is not handling null dates with and not selected.
  • Fixed: Item thumbnail pictures when brought in from Inventory.
  • Fixed: Printing bar when printing a Client Invoice.
  • Speed enhancements when searching or selecting Project Purchase Orders for A/P Vendor Invoice entry.
  • Fixed: Proposal Status and Project Specifications tasks grids do not export when right-clicking.
  • Fixed: Project email address does not auto populate when emailing a new Proposal.
  • Fixed: When making a new Client Invoice with a single Item on the list, editing the Item and marking it complete, it must drop from the tag list.
  • Added Sales Tax code and Client Invoice terms to the Client Window that will default to any Project made for that Client.
  • Fixed: When select to Create a Ship To Code from the Vendor Window, the system does not acknowledge it has been completed.
  • Fixed: The Vision Pane is not showing the proper amount for Accounts Payable when they are partially paid.
  • Increased the Purchase Order Verbal/ Ref # field from 10 characters to 30.
  • Fixed: When using the Add from Catalog, Inventory, Data Collection or Quick Add it does not obey the markup overrides for the Sales Category or Location from the Project Defaults Budget Tab.
  • Increased speed when editing Proposals with over 500 items.
  • Fixed: Proposal Status and Project Specifications Scheduled tasks grids do not export.
  • Fixed: Client return/credit creating a negative .01 balance due on invoice due to sales tax rounding.
  • DM Vision pane was adjusted to show the proper amount of Accounts Payable when there were partial payments.
  • Fixed: Project Email address did not auto populate when emailing a new proposal.
  • Improved speed when opening, searching, and selecting PO/Projects for A/P vendor invoice entry.
  • Tag All feature adjusted to include items that do not have Ship to Codes entered on New Purchase Order Window.
  • Fixed: Time Entries are being assigned to an incorrect Employee when using the ok add button and changing the project code.
  • Added manual tagging ability to components to add them to a new Work Order.
  • Fixed: When voiding an Invoice for Inventory PO that used a deposit, the deposit does not go back to open for that PO and thus shows an “other figure” on the open vendor deposit report.
  • Fixed: When editing a delivery ticket the items not on the ticket are not showing the components when company option is selected.
  • Fixed: The project level budget analysis report continues to show the full item description when you select the no option.

v527 Released 7/10/17 – New Features!

New

  • Item Pictures- thumbnail item pictures have been added to the grids on the Specification, Proposal, PO, Invoice and Inventory Stock Item Windows.
  • Pricing can now be suppressed on the Bid Spec document.
  • Added feature to override and price at zero all tagged Items on the Invoice Window.

Fixes/Updates

  • Improved speed throughout the software when working with Items, Documents, Cash Receipts, Time Billing, Search Functions and other areas.
  • Fixed: Additional deposit requests on Proposals were not displaying after editing the Proposal.
  • Fixed: Default location not getting set properly when adding a Time Entry when set to “auto-create new monthly item.”
  • Fixed: Time Import taxable flag is not following the time tax flag from the project default.

v526 Released 5/18/17

New

  • None

Fixes/Updates

  • Fixed: When reprinting a Client Invoice and Credit Card Receipt, and selecting to email the Invoice after reviewing the print preview, the email field was not automatically populating.
  • Fixed: When using single item PO setting an associated component from one item can appear on another PO if the consecutive items are for the same vendor.
  • Fixed: If using the page break before on the layout for a group that is inside more than one Location, the group always page breaks before.
  • Fixed: Client Invoices were not automatically appearing on ClientConnect even though all defaults were set to do so.
  • Fixed: When printing checks, the check numbers can change when tabbing through the date/account fields.
  • Fixed: SQL ONLY – Classic Purchase Orders were repeating the Ship To Contact name.
  • Fixed: Tag for Vendor was not working when making a new Purchase Order/Work Order.
  • Fixed: Removed yellow highlight lines from General Ledger.
  • Fixed: Percentages were not taking enough digits for certain pricing combinations to work properly (i.e. locking in the price).

v525 Released 5/9/17 – New Features!

New

  • New Checkbook and Credit Card Reconciliation window.
  • Row background color can be changed on reports in Company, Advanced settings and is set to light gray by default.
  • New look! The Company Information window has been updated.
  • The Passwords tab in the Company Information window has been changed to “Security.”

Fixes/Updates

  • Fixed: Sales Tax code title was not changing properly on documents.
  • Fixed: Check numbering issue when rejecting a check run.
  • Fixed: When starting multiple copies of DM quickly, a ghost title screen window would be displayed.
  • Fixed: Importing a time billing spreadsheet can cause a Duplicate Key Error 3022.
  • Fixed: Sorting and Searching by Location was not working on the New Invoice window.
  • Fixed: The Modern document was not using a full 8 x 1.5 logo size; instead it scaled it down.
  • Fixed: Show grids with dark grid-lines and borders if the old office 2010 toolbar theme is selected.
  • Fixed: The additional deposit requested verbiage at the bottom of the Modern Proposal format was cut off.
  • Fixed: Show Deposit formats for Residential and Commercial Proposals were not showing the Designer signature lines when not suppressed.
  • Fixed: When processing a vendor return and credit with the credit card reconciliation open, a new entry would not appear until window is closed and reopened.
  • Fixed: The override function to change the quantity during a client return was not recalculating.

v524 released 3/15/17 – New Features!

New

  • New Look!  We have added a fresh, modern look to tabs and grids throughout the software.
  • A new company option has been added to allow the user to repeat the Location and Group headers at the beginning of each new page of your Proposal & Invoice documents.
  • Items tagged will now remain highlighted in green when creating or editing documents. For example, on the Proposal, Purchase Order, and Client Invoice windows.
  • A new undo void function/button was added for un-voiding a check that was previously voided.
  • You can now sort by the columns on the checking and credit card reconciliation windows.
  • The Expected Ship Report has received new “Sort By” options for Ship To and Location. The report will also now page break by Project and it will no longer show components that have been fully received.

Fixes/Updates

  • Fixed: When adding an Item from Inventory, the Use Project Pricing calculation is not working properly when in discount mode.
  • Fixed: When adding deposits for multiple PO’s, Inventory PO’s do not drop from the list after a deposit is created for the PO.
  • Added the Item Group as a column to the Spec Search grid.
  • Fixed: Paid Stamp does not appear on Invoices if the deposit applied pays the invoice in full.
  • Updated the Cash Receipts Window to be sizable.
  • Fixed: Transfer of an Item to Inventory with Freight records the Inventory transaction for Freight posting into the wrong fiscal month.
  • Updated the Manufacturer field on the Catalog Item Spec tab to be a Vendor code like on the Item Window.
  • Fixed: Billable vs Non-billable Hours Report fails when a date range of more than a year is entered.

v523 released 12/9/16 – New Features!

New

  • New options for filtering and sorting the Vendor History Report by Vendor Type, Year and Minimum Dollar Amount.
  • Summary option has been added to the Project Time Analysis Report.

Fixes/Updates

  • When adding a new Location in a Project, we made the update company-wide list option default from a setting of its last selection.
  • Improved searching speed when over 10,000 Purchase Orders were in the software.
  • Remembering width of the description column on New Proposal Window was fixed.
  • Fixed the PO sidemark appearing twice under a single component on a PO.
  • Fixed the time import setting for automatically joining a time item within the month to the time item created for that month.
  • Fixed an error message that appeared on the layout window for arranging items on Proposals or Invoices.

v522 released 11/7/16 – New Features!

New

  • The Client Returns and Credits Window has been completely redesigned for ease of use.
  • The Invoice Listing with Item Detail report now includes an option to show total payments.
  • Warnings have been added when entering a cash receipt as a deposit against a proposal with items that have already been invoiced.
  • The Delivery/Shipping report has received two new options to show Items that are: Delivered (have a Delivery Date, regardless of other dates) and Delivered and Shipped (have a Delivery Date and a Shipped Quantity).
  • A Delivered Date range has been added to the Specification Search.
  • The Chart of Accounts report now has an option to exclude closed accounts.
  • Inventory Search – now search the entire Stock Item Description for a specific word. When you sort the Inventory Stock Item Glossary by the Description column, you can search the entire Description of all Stock Items for a specific word by typing an * and then the word you are looking for.
  • Easier ways to change the Color-coded Status of a Proposal have been added.
  • New columns were added for Invoiced, Deposit Applied/Refunded, and Deposit Available on the Proposal and Documents window.
  • Added a new password attribute under Purchase Order for the Component – Window Order Status Tab.

Fixes/Updates

  • Formatting changes on the PO Receive/Status Window to fix user defined dates, show unit of measure in quantity field and move description and quantity fields.
  • Formatting changes to Modern Delivery Ticket header and footer to match other Modern style documents.
  • Formatting changes to font of instructions/comments on Modern Project Purchase Order.
  • Improved speed of editing a Delivery Ticket with more than 500 items.
  • Fixed editing of A/P payment type descriptions in Company Settings.
  • Fixed a problem with the back ordered quantity not saving to the Purchase Order Received/Status Window.
  • Tagging on New Client Invoice Window fixed for tagging Groups, Partially Invoiced Items, and Time Entry Dates.
  • Delivery/Shipping Report fixed to show items that are on a Delivery Ticket even if they are not on a Purchase Order.
  • Deactivated the Update button on the Client Invoices- Existing Window for Point of Sale Invoices.

v521 released 7/26/16

New

  • Nothing

Fixes/Updates

  • When right-clicking on any grid and exporting to Excel, columns with numeric or currency figures would export as zero even though there was a value in the column.
  • The Open PO/WO and PO/WO Listing reports were formatted to have enough room to handle POs up to 999,999.99 dollars in the various amount columns; however, it would cut off if the amount was over that amount.  It has now been formatted to handle 9,999,999.99 which is as much as room as the report will allow.

v520 released 7/20/16 – New Features!

New

  • Added Project Budget Field to Project Window.
  • Added Location Budget Field to Location Window.
  • Added Unit and Ext. Item Budget fields to Item Window.
  • New Budget Report to breakdown Project Budget by Location and Items.
  • The proposal number was added to the Client Invoice Posting List (Performa) Report.
  • Added proposal numbers to client statements.
  • Two technical support functions were added to the Toolbar under the File Tab; A Remote Access (logmein123.com) button and a button that links to a website page that can be used to submit a technical support incident.

Fixes/Updates

  • Suppressed the company information footer on the Modern document style when the use letterhead setting is selected.
  • Problems were fixed with copying and pasting of groups of items and items within groups (if groups are turned on for specifications).
  • Fixed the Print Deposit Slip Window breaking out the receipt total for Cash entries (deposit slip printed correctly already).