All Applications

 Print Settings

• Print options section (Print Settings tab > Print tab) includes the following additional output setting:
  
• Suppress Date and Time checkbox - Removes the processing date and time from the report header. 
  
• Suppress Page Numbers checkbox - Removes the page numbers from the report header.
  

                  

• Remove Blank Columns checkbox (Print Settings tab > Save As tab) will remove additional blank columns (delimiters) when saving a report as a CSV file type.
  

                  

System Management

Organization

• An additional option has been added to the Amazon S3 Attachment interface to assist with attachment management:
  
• Make Attachments Private checkbox - When this checkbox is selected, attachments are saved so that they are only accessible through Connect.  A temporary url will provide access to the private attachment for a 5 minute period.  Note: Any previously saved attachments will need to be saved again to make them only accessible through Connect.

                  

Accounts Payable

Enter Invoices (Watch Video (1m39s))

• In Options (F12), the Save Invoice When This Field is Entered Through menu includes None as an option. (Read help article)
• You can click on the Search button on the Invoice Number field after you enter a vendor number in the Vendor field. (Read help article)
• In the Redisplay grid, the Column Chooser includes the Remittance Description column. (Read help article)

Enter Purchase Orders (Watch Video (0m38s))

• The Delete Purchase Orders window includes a new section for deleting purchase orders by input date and purchase order number.  Use it to delete multiple purchases at one time. (Read help article)

Enter Requisitions (Watch Video (0m43s))

• The view uses the vendor default descriptions. (Read help article)

Select Invoices for Payment (Watch Video (0m35s))

• The Column Chooser includes the Invoice GL Period and Invoice PO Number. (Read help article)

Setup New Vendors, Modify Existing Vendors (Watch Video (1m19s))

• Created by, created date, last modified by, and last modified date fields have been added to reports that show vendor information.
  
• The field length for the Item Description field on the Entry Defaults tab has been increased from 30 characters to more than 100 characters. 

Vendor Inquiry (Watch Video (0m29s))

• Column totals are displayed on the Purchase Order tab > Summary tab. (Read help article)

Accounts Receivable

Enter Invoices (Watch Video (0m51s))

• The Invoice Copy Fields and Invoice Copy Detail Fields has been added to Options (F12).  Use the options to copy the value from the previous record to the current record. (Read help article)

Modify Existing Customers (Watch Video (0m42s))

• Inquiry button has been added to the toolbar. (Read help article)

Asset Management

Organization (Watch Video (1m09s))

• Keep [x] Years of History field adds an option to select how many years of transaction history will be kept. (Read help article)
  

Backflow Management

• Verify Transactions Have Been Updated to General Ledger through [mm/dd/yyyy] checkbox is disables when the GL interface is turned off. (Read help article)
  

• Status (License/Tax) field displays the closed status in red.
  

• Master Contact notes will be displayed on the Notes tab. (Read help article)
• Amount to be billed will be displayed on the Licenses tab > Billing tab. (Read help article)
• Website field has been added to track the business website address. (Read help article)
  

• Running the routine will remove blank spaces in the alert message from the business. (Read help article)
  

Cash Receipting

• The Description field uses a new validation to prevent duplicate names from being used.  This release will rename any existing duplicate names to include the category code at the end of the description. (Read help article)
  

Community Development

• Debit total and credit total have been added to the grid.
  

• Created By, Created Date, Last Modified By, and Last Modified Date fields have been added as available columns. (Read help article)

• A mini-filter button for filtering transaction detail by journal code has been added to the Journal Code column on the Details tab.
  

• Supports new reporting features.
  

• The Accounts to include menu includes With Activity and Balances as an option. (Read help article)

• W-4 fields for federal withholding were added to the report.