2025 Summer/Fall Release Notes V 1640 - 1711
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Click below to access additional documentation regarding new features in this software release.
Help Documentation - New Features
General
| Added a new inactivity time out feature that will prompt the user for a new log in after a pre-set amount of time. To set this feature, navigate to File>Manage Users and Roles and click on the Manage Inactivity Policy. Set a number of minutes in the Lock Screen Inactivity Minutes Field. A value of zero means the feature is turned off. |
| Added a new right mouse click menu option on the IR/Bill list to “Copy to New”. This feature is not allowed if there are Item Lines on the IR/Bill being copied. |
| Added a new right mouse click menu option on the Payments list to “Copy to New”. |
| Corrected an issue with 1099-NEC form printing in box 7. |
| Corrected an issue where users could edit scheduled payments on IR/Bill documents after a hard close. |
Added a column to display Customer Price Level to the following reports: CNH Customer Sales History Report Customer Sales Report Customer Line Item Detail Report Customer Line Item Detail Grid View Report |
| Corrected an inconsistent formatting issue with Supplier ID displayed in front of the supplier name vs. following the supplier name. |
| Corrected an issue with saving Layouts on dashboards. Also corrected a gross profit calculation in dashboards. |
| Customer is no longer a required field on the CRM Opportunity. |
| Added a Company Preference to turn on Document Locks for IR/Bill documents. To turn on this option, navigate to Company>Company Preferences and click on the Inventory Tab. |
| This release includes numerous French translation changes. |
Added a new feature to import prospects from an Excel spreadsheet to create Customer Master records. Navigate to Customers>Utilities>Import Prospects. Click here to view the help documentation on importing customer prospects. |
| Removed the ability to delete the Customer Consolidation link. Once the link is created, users will no longer be able to remove the consolidation link. |
Users can now add a default GL Account to a supplier master. When selecting that supplier on an IR/Bill document or Payment Document, the GL Account will auto populate on the document. This new option can be found on the Details tab of the Supplier Master. Click here to view the help documentation on adding a Default GL. |
| Added a check box to the header of the reconciliation form titled “Limit Results”. Checking this box will limit the number of lines items returned to 10,000. |
| Inventory adjustments created from the Physical Inventory Count process will now have a memo auto added indicating the source of the adjustment. |
| Added a new permission for the ability to Change Customer Default Payment Type. |
| Corrected an issue where the detail memo was not displaying correctly in Pay Supplier Statement. |
| The accounts payable GL account can no longer be selected on the detail lines of the IR/Bill document. |
| Added a new permission – Ability to Access Column Chooser. |
The Wholegood lookup function found in the following documents now has an option to find a Wholegood in all companies and all locations: Fixed Asset Master Journal Entry Deposit IR/Bill Payment |
Added a new feature to import or update sales tax items. Navigate to Company>Sales Tax>Sales Tax Items to see a new menu option, “Import”. Click here to access the help documentation on Importing Sales Tax Items. Click here to access the help documentation on Importing Sales Tax Groups. |
| Added a new View Only permission for Journal Entry. |
| When editing State Tax Overrides in the Customer Master, the user will now see a pop-up asking if this change is needed in all locations. |
| Corrected an issue where inaccurate information was displaying in the Supplier Reference column of the Accounts Payable Aging. |
| Added two new columns to the Pay Bills screen to display Header Memo and Detail Memo from the respective documents. |
| Added column to the Tax Exempt Expiration Report to display when the Customer is flagged as Inactive. |
| Corrected an issue in the Customer Document Register where the Original Amount column was displaying the amount tendered instead of the invoice total. |
| Inactive Customer Contacts are now auto filtered out and highlighted red when the filter is removed. |
| Corrected an issue with the Business Zip column of the CRM Report so that it now accurately reflects the zip code. |
| Added a column to the Customer Line Item Detail Grid View Report to display Business Phone. |
Wholegoods
| Corrected an error where Wholegood cost was displayed inaccurately in certain circumstances. |
Added a new feature allowing a user to change the status of a Wholegood from N/A or Sold, to AFS. When taking a trade-in on a unit previously sold by the dealer, users previously were required to create a new Wholegood Master for that trade-in. You can now select the previously sold unit when adding the trade-in to the document and will be prompted to change the accounting code and location of that unit. The system will then use that same Wholegood Master for the trade-in. |
In addition, there is a new right mouse click option available on the Wholegood list allowing a user to change the status of a Wholegood from N/A or Sold, to AFS. This right mouse click menu option is tied to a new Permission titled “Ability to Change Wholegood Status to AFS” and is found in the Wholegoods area of your permissions list. The links below are all help documents for processes related to this new feature: Please view the new help videos regarding changing Wholegood Sales Status here. Change Wholegood Status to AFS InterCompany Sales using the Wholegood Status Change Please view the new help video on how this will impact finding Wholegood sales history here. |
| Added a new Company Preference – “Make all WG Trade-ins Never Taxable”. To select this option, navigate to Company>Company Preferences and click on the Wholegoods tab. |
Added a new menu option to Wholegood Estimate to “Void and Convert to Sales Order”. Clicking this option will void the Estimate document upon conversion to sales order. Click here to access the help documentation on Voiding Estimates. |
| When opening existing WG estimates and WG sales orders, the cursor focus will now be in the Item Number field instead of the Name field. |
| Corrected a display issue on the WG Master List related to the Projected Profit column. |
| Corrected an issue where the Sold Date of the WG was not updating in the WG Master in certain circumstances. |
| Corrected an issue where the permission for WG View and Maintenance was also allowing access to WG Transfers. |
| The Age column on the Wholegood list will now display the number of days between arrival date and sold date for Sold Wholegoods. |
| Corrected an issue where the data in the ROPS field of the WG Master was not displaying on the WG list. |
| The Wholegood Transfer list now includes a column for Memo. |
| The miscellaneous charge for Payment on Account can now be used on the Wholegood Point of Sale documents. |
| Added a new permission to view the Wholegood Inventory Report. |
| Corrected an issue where the Customer Console was not populating the Make and Model of the Wholegood in the document register. |
| From the Wholegood List, users can hold the CTRL key and multi-select eligible lines for transfer to another location. After selecting the multiple lines, right mouse click on one of the selected lines to see a new menu option, Transfer Multiple to New Location. |
Service
| Users can now cancel out of the Add to Wholegood settlement option on Repair Orders. |
| Added columns to display the business address and phone number to the Repair Order Report. |
| Added a new column to the Repair Estimate list for “Allow Time Entry”. |
| The repair order subtotal will now recalculate with changing the status of the document from open to closed. |
| Corrected an issue where the printed repair order was displaying labor quantity when that option was turned off. |
Added a new menu option to Service Estimate to “Void and Convert to Repair Order”. Clicking this option will void the Estimate document upon conversion to repair order. Click here to access the help documentation on Voiding Estimates. |
| Added a new column to Repair Order list to display “Is in Calendar” when the repair order is on the Service Calendar. |
| When converting a Repair Estimate to a Repair Order, the internal memo of the repair order now indicates that it was created from an estimate. |
| Added a new right mouse click menu option to the repair order list to “Add Repair Order Note”. This feature will allow you to add a note to a Settled Service Invoice. |
| Added more label options in the Service Calendar. |
| Corrected an issue where Settled Repair Orders were showing a status of Closed instead of Settled in the document register. |
| Corrected an issue where users could open a Service Invoice from another location and Un-Settle the Invoice. |
| Added columns for Last Modified By and Last Modified Date to the Service Issue tab of Service documents. |
| Improvements have been made to the Tab order on Service documents. |
Parts
| Corrected an issue with Sales Orders not updated correctly when Back Orders were changed to Transfers. |
| Added a new button to the header of Sales Order, WG Sales Order and Repair Order titled “Ready For Pickup”. This new button will transmit customer and parts information specific to that document via an API to a 3rd party for further processing. |
| Corrected and issue where the Item Master options to Exclude from Automated Price File Updates and Exclude Core Cost From Automated Price File Updates were not working correctly in certain circumstances. |
Added a new menu option to Estimate documents to “Void and Convert to Sales Order”. Clicking this option will void the Estimate document upon conversion to sales order. Click here to access the help documentation on Voiding Estimates. |
| Add a new button to the header of the IR/Bill document to “Apply Discount” like the feature we have on Purchase Orders. This allows a user to apply a specified discount to all lines on the document. |
| AGCO parts order export will now auto save the Purchase Order when clicking the export option. |
| Added a column to the Customer Line Item Detail Grid View Report titled “Item Inactive” to indicate if a part master has been inactivated. |
| Corrected an issue where the Customer Deposit was not printing on the Sales Order. |
| When opening existing estimates and sales orders, the cursor focus will now be in the Item Number field instead of the Name field. |
| Corrected an issue where merging of Purchase Orders was blanking out the Priority Description. |
| Clicking Convert to Invoice on a Sales Order now saves the Sales Order prior to converting. |
| Added a column to the Physical Inventory Count list to display “Is Finalized”. |
| Corrected an issue where drop ships were not showing up on the suggested order in certain circumstances. |
| Added a new permission for Ability to Manually Add an Item Master. |
| Corrected an issue related to printing of price on Bin Labels. |
| Detail lines on point of sale documents no longer highlight yellow when a part is being sold below cost. |
| Secondary Identifiers are now recognized when scanning parts receipts. |
| Users can now edit the detail line memo field on IR / Bill documents that were imported from a Purchase Order. |
| Added a new right mouse click menu option to the Estimate List allowing user to Void the document. |
| The cost column in the Show Documents list derived from the Item Inventory list now displays the adjusted average cost. |
| Corrected an issue where the sales order deposit invoice was displaying the wrong value for the Customer Deposit. |
Lease
| Added Location of Use to the header of the Lease Contract to be used with our TaxJar integration. |
| Added a new Lease Audit report. Navigate to Reports>Wholegoods>Lease Audit Report. |
| Added drag and drop capability to the attachments tab of the Lease Contract. |
Rental
| Corrected a sales tax item printing issue on Rental Invoices when users have selected the option to print all sales tax items on the invoice. |
| Discounts set up on Rental Contracts now carry over to the Recurring Rental Invoice screen. |
| Misc Charge quantities set up on Rental Contracts now carry over to the Recurring Rental Invoice screen. |
| Added Renamable Fields to the header of the Rental Contract like we have on other point of sale documents. To configure your renamable fields, navigate to Rental>Support Lists>Renamable Fields. |
| Added a new sub menu option in the Customer Console under the Create menu option for New Rental Reservation. |
| Added a new Company Preference to only print the selected rate line on a rental contract. |
| Added a new permission for Include in Rental Fleet. |
Users can now create a Rental Contract from the Rental Calendar for a location other than the location currently logged into. When adding an appointment to the Rental Calendar, the user will now be prompted to select a location for the appointment. Users should select the location in which the Rental Contract should be created. When using the right mouse click menu option, Create/Go To Contract, the rental contract will open as a modal pop-up and that rental contract will be for the location selected in the first step using all accounting codes and miscellaneous charges from that location as if the user had logged into that location. Creating and settling invoices from that contract will also display as modal pop-ups and will be created for the respective location just as if the user had logged into that location. When creating a contract from the calendar, the Out date will now auto populate with the start date from the appointment. Click here to view the help documentation on using this feature on the Rental Calendar. |