Expanded Classes!

• Classes may now be used on individual document lines and have also been added to Timetracking
• Deposits and Bills now record Classes.

Reporting Enhancements!

• The income statement and balance sheet reports now show sub-accounts in addition to the top-level accounts.
• All reports have been moved to a new Reports tab for easier access.

Enhanced Invoice Email!

• Emailed invoice now shows shipping, discounts and sales tax.
• Notes from the individual invoice in addition to the notes on the invoice customization template.

Printed Form Improvements!

•  The printed Sales Order now includes the memo field.
• The printed Credit Memo form now includes a billing address.
• Vendor Code and Vendor Description now appear on the Purchase Order printed form.

Recurring Templates!

• Shipping, Sales tax and Discounts have been added to Recurring Templates.

New Sales Orders Features!

• Sales Tax and Sales Order pre-payment features have been added to Sales Orders.
• Sales Tax and Shipping information is now automatically carried to the Sales Invoice upon creation.

Terminology and Field Arrangement Changes

• On Cash Receipts, the Credit Memos tab has been renamed to Credits to more accurately reflect the tab’s content.
• In Cash Receipts and Cash Sales, Bank Account has been renamed to Account.
• On the Start Page, we’ve added Create by each heading to reflect the function of the links.
• The Print Sales Order and Print Sales Quote buttons have been swapped in the Sales Order screen.
• Downloaded transactions has been renamed Cloud Banking.
• Renamed Report Export to Data Export in the Tools Menu.
• Location fields no longer show when the multi-location feature is not enabled.
• The Due Date is now a required field on the Sales Invoice

Resolved Issues

• Fixed an issue in the import module that caused records to be imported despite the fact users unselected the import checkbox
• Fixed an issue in Cash Receipts that used the default A/R account instead of the account on the Cash Receipt.
• Fixed a bug where price would not be carried over when generating a Sales Invoice in Timetracking.
• Fixed a reporting issue that caused the Balance Sheet to fail if the Company Name was not entered in Settings.