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Upcoming and New Features

  • 2025 Summer/Fall Release Notes V 1640 - 1711
  • UPCOMING: Rental Calendar: Centralizing Contract Creation Across Locations
  • UPCOMING: EXCEL Import to Create and Update Sales Tax Groups
  • UPCOMING: Manually Change Wholegood Status from Sold or N/A to AFS
  • UPCOMING: Adding a Default GL Account to a Supplier
  • UPCOMING: Intercompany Wholegood Sale Using the Wholegood Status Change
  • UPCOMING: Wholegood Sales History Report - After Status Change Update
  • UPCOMING: Trading Sold Units with the Wholegood Status Change
  • UPCOMING: Voiding Estimates from the Estimates List View
  • UPCOMING: EXCEL Import to Create and Update Sales Tax Items
  • UPCOMING: Company Preference to Prompt to Void Estimates Upon Convert to Sales Order
  • UPCOMING: Import Customer Prospects with Excel
  • UPCOMING: Estimates - Void and Convert to Sales Order or Repair Order
  • UPCOMING: New Permissions - Summer/Fall 2025 Release
  • UPCOMING: New Company Preferences - Summer/Fall 2025 Release
  • Ring Central Interface with CRM Customer Console
  • Gravity Payments Interface - EmergePay with Surcharging and Online Payments

Categories

  • New User Training
  • Upcoming and New Features
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  • AGCO Interfaces
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  • CNH Interfaces
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  • Integrated Credit Card Processing
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  • Other Interfaces
  • Parts
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  • Rentals
  • Reporting
  • Service
  • Suppliers and A/P
  • Wholegoods
  • Webinars
  • Templates
  • Conversion Assistance
  • Hardware and Software Recommendations
  • Release Notes
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