Design Manager > Release Notes > Pro Cloud Release Notes

Pro Cloud Release Notes

v545 Released 7/27/21

New

  • The proposal creation workflow now prompts viewing and sharing rather than downloading PDFs.
  • Document link and context menus changed to promote portal viewing and sharing.
  • Pass through Stripe processing fees to the client by payment method. (Credit Card or ACH)
  • A professional email template for Proposals and Invoices that includes document details.
    • This new email template will now show the message of the email body prior to sending so you can make changes to wording. (note: this applies to single projects only, not review/send.)

Fixes/Updates

  • Toolbar has been updated to hide less used Project Glossaries & Lists.
  • Stripe Payment options on the portal show as greyed out with note to contact designer for payment options when only check or CC options are selected; also a best choice pill is on ACH.

v543 Released 5/13/21

New

  • Web Browser Link Project Purchase Orders, Work Orders and Delivery Tickets
    • Creation of and reprint of a PO, WO or Delivery Ticket will no longer have a printer option and will instead go straight to the browser as a PDF for printing and downloading.
    • Email will include both the pdf of the PO and the url to open in the browser

Fixes/Updates

  • Paid Stamp on client invoices resolved (this pertains to issues with Time invoices, and other rounding issues concerning the paid stamp image file).  NOTE: a new text format paid stamp will replace the old image.
  • The text of the credit amount shown on the credit invoice window should appear with the amount of the credit.
  • Reprinting a POS credit invoice is fixed to select the proper invoice style.
  • Capital One bank will, once again, be able to connect via Plaid to make payments; and any future banks (ie: Chase) requiring this new authorization.
  • “Penny rounding” error causing payment to not post in Pro Cloud has been fixed.
  • Added the designer signature line on residential and commercial proposal with deposits styles.

v541 Released 2/23/21

New

DM Online Payments: Online Retainers Added

    • Designers can now send Project Retainer Requests and receive payment via CC or ACH.

Fixes/Updates

  • Fixed: Name of file download for a document or report was defaulting to download.
  • Fixed: ACH Error dealing with null accounts.
  • Fixed: Word ‘here’ was appearing on the Project Time Analysis report in the header.
  • DM Favicon added to DM Online Payments.

v540 Released 1/19/21

New

DM Online Payments: Stripe Payout Automation

    • DM puts new payments/cash receipts/deposits into the DM undeposited funds account, then moves the deposit to the DM checkbook once Stripe actually processes the payout.
    • Automated email is now sent to the designer when their client tries to pay via ACH and their Stripe account is not yet set up to allow ACH payments.

Fixes/Updates

  • Connect to Stripe added to top menu bar of Account Management Portal.
  • Account Management Portal Role Menu updated to include verbiage on how vendors cannot be added if Designer Role is selected
  • Fixed: Long Vendor Email caused Inventory PO not to process.

v539 Released 11/9/20

New

  • DM Online Payments: New designs and enhanced mobile designs for client interface
  • 1099 – NEC forms added

Fixes/Updates

  • Delivered Date not appearing properly on Project Status Report – Full Detail Version
  • Change Review/Send banner to be a notification on Review/Send button
  • Remove the check to Send Later for convenience fee invoices for Stripe charges
  • Exporting Proposals Grid on Proposals and Documents Window does not include all columns
  • Ex-employees still get task notifications when creating a task for “everyone”
  • Long Vendor Email causes Inventory PO’s not to process
  • Aged A/R report can get invalid date error when exporting to Excel
  • When no deposit was applied to an invoice, the Client Statements do not show Items (when Show Items option is selected)
  • Clicking the Inactive check Column on the Proposals Window asks to mark the Proposal Complete (instead of inactive)

v538 Released 9/29/20

New

Stripe Integration

  • Accepting ACH or bank transfers
  • Ability to pass through the processing fees automatically to your clients
  • Process refunds through Stripe using the returns and credits system

Fixes/Updates

  • Improved multi-page PDF Proposal/Invoice display on mobile devices
  • Changed Pro Cloud database for new customers to have sales category for fees pre-populated in company settings
  • Updated TOS in product
  • Fixed: Stripe payments less than $5

Deprecated Features

What will no longer be included in Pro Cloud in order to modernize and enhance user experience…

  • Pop-up credit card window when only Stripe connected and manually adding a cash receipt

v537 Released 8/11/20

New

Fixes/Updates

  • Fixed: Payment status emails with multiple email addresses not going through
  • Fixed: Modern Proposal cuts off with long ‘check’ information and totals cutting off when in millions

Deprecated Features

None

v536 Released 7/21/20

New

Fixes/Updates

  • Fixed: Error message when printing Spec Search
  • Fixed: Deposits showing improperly or not showing on certain Proposal formats

Deprecated Features

What will no longer be included in Pro Cloud in order to modernize and enhance user experience…

  • Toolbar Customization
  • Look and Feel Customization or User Setting – Themes
  • QuickQuote button

v535 Released 6/15/20

New

Streamlined Client Documents: Proposals and Invoices

  • Documents will open in a browser as a pdf file and can be shared as a url 
  • Send button has been brought to the main document window
  • Added the ability to send multiple documents at one time 
  • Review and Send Feature where Proposals and invoices will appear on the review and send window so you can send them all at once instead of one by one
  • Send Status – see who sent the document and when they sent it
  • Updating documents has been enhanced by an update button, tag column and right click menu for faster navigation
  • Simplified proposal creation with removal of accept or reject step
  • Proposal History – ability to see proposal changes through a history of revisions

Simplified payments

  • All customer emails now include payment links to pay Proposals and Invoices
  • Added an easy-to-use payment page with no client login required
  • Payment status emails will be sent to notify DM users when clients have made payment
  • Need TSYS account to process payments currently, but in 6-8 weeks we will have another release that will include an integration with Stripe to process payments

Fixes/Updates

  • Fixed: Error message on Inventory Tear Sheet export
  • Fixed: Error message on Proposal Window when sorting and searching
  • Fixed: Error message when searching by PO on the Vendor Invoices Window
  • Fixed: Show tagged only option not working on layout of Client Invoices
  • Fixed: Project Summary version of Project/Order Status Report

Deprecated Features

What will no longer be included in Pro Cloud in order to modernize and enhance user experience…

  • ClientConnect portal, document viewing, and lead collecting
  • Document Reprint button replaced with PDF link on document number
  • Update proposal setting; now added as a right-click, “update” option on the proposal window
  • Letterhead printing on proposals

v534 Released 2/18/20

New

  • Report Links are here!  Design Manager reports now open in your web browser as a PDF file type for an even better user experience.

Fixes/Updates

  • Fixed: Adding items from the tree view can cause application error
  • Fixed: Time items going to status of ordered when entered instead of needs to be invoiced
  • Fixed: The Sales Journal Sales Category Summary does not have entry for Items with no sales category
  • Fixed: Search in the description field of new Delivery Tickets and PO/WO’s
  • Fixed: Aged Accounts Receivable Detail Report cuts date column off
  • Fixed: Balances on Open Purchase Order and PO Listing reports Summary and Detail
  • Fixed: Column headings on component window, order status tab, and grids
  • Fixed: Open PO and PO Listing Summary and Detail do not match when additional components are added to the vendor invoice not on original PO
  • Fixed: PNG file types upload slower than other picture file types
  • Fixed: Error picking help button on the client glossary – clientconnect – users tab
  • Fixed: Re-printing an invoice can show wrong format when company information has never been saved
  • Fixed: Sort the Material Reference by Specification Number
  • Fixed: Number of Expenses Total on Misc. Project Expense Listing
  • Fixed: Error when closing PO on Purchase Order Window when it is the only PO on the grid
  • Fixed: Description can run into Unit Price column on Commercial Invoice
  • Fixed: When the statement style is set to the first style type on the list in company advanced options, the statement report does not show the options to select a different style
  • Fixed: Dates on G/L Transaction Register Report
  • Fixed: Help manual opens behind DM program window when editing or adding a project