Release Notes: This release added some AR payment detail drilldowns, an invoice drilldown for the sales tax report, vendor and bill drilldowns for the AP aging report, drilldowns for the discount ageing report, drilldowns for the PO received list, more drilldowns for the payables list and check list, and drilldowns for the bank rec and another for the payment report. Sorting was changed to vendor name on the pre-approved check writing page. An issue with notes not displaying when an order or quote was emailed was fixed. Bank reconciliation was changed to only show the CC daily total if there were CC transactions that day.
Release Notes: This release adds a way to help block duplicate customer entries on the POS/FO page. It adds a way to block certain users from changing the description or viewing costs on the POS/FO page. It blocks unposting and editing GL entries from closed years. Drilldown to payment info from the summary of invoices report. Drilldown to individual invoices for the Customers by Sales report. Drilldown for customer and amount paid to the AR aging details report. Drilldowns to the customer balance history report. Drilldown on the CC transaction report to the order or invoice a payment was for. Miscellaneous feature enhancements and bugfixes.
Release Notes: A new interface for the credit card setup page. An option to block the due date display on invoice PDFs. Improvements to OFX file import. Miscellaneous feature enhancements and bugfixes.
Release Notes: This release adds support for the USA ePay credit card processor, style changes to several pages for improved efficiency, and an expanded "getting started" wizard for the Prosper version.
Release Notes: This release added a setup wizard, support for the USA ePay payment processor, extra filters for the open orders report, a way to automatically create a build order during the auto-build process, saving of preferred ship/delivery method for POS, a way to do email templates for orders, quotes, and invoices, a way to prevent price changes in POS/FO below a certain minimum profit margin defined for each item, the ability to block users from being able to enter an invalid month when posting, and bugfixes and feature improvements.