• Added the ability to create employee forms through Tools -> Form Manager. Employees can access forms via links in emails, or by the new Forms tab in the Time Clock system. Added a new Forms button when editing employees where you can create new form requests and view/delete existing requests. Added a listing of pending and completed forms at Tools -> Forms -> Form Requests.
• Import Bank Statement (OFX) will now match EFT customer payments under the "Link" column.
• Added a new Forms tab under Payroll that shows a list of open, expired, and completed employee form requests along with a link to add/edit forms and create new form requests.
• Fix to "Total All" footer for the Employee Payroll Summary report.

• Added the ability to create employee forms through Tools -> Form Manager. Employees can access forms via links in emails, or by the new Forms tab in the Time Clock system. Added a new Forms button when editing employees where you can create new form requests and view/delete existing requests. Added a listing of pending and completed forms at Tools -> Forms -> Form Requests.
• Import Bank Statement (OFX) will now match EFT customer payments under the "Link" column.
• Added a new Forms tab under Payroll that shows a list of open, expired, and completed employee form requests along with a link to add/edit forms and create new form requests.
• Fix to "Total All" footer for the Employee Payroll Summary report.

• Change to Sales Tax report so that invoices with tax-exemptions are not excluded by default, and added a "Tax Exempt" column to the report. Added setting "Exclude Tax Exemptions" to allow for reporting with old behavior.
• Added a user calendar, accessible via a new icon in the top right menu.
• Added a tool to create shortened forwarding URLs. Users can make their own URL shortcuts and generate QR codes for the links. Since the QR code is for the shortcut, users can change the underlying full URL without having to update the QR code. See Tools -> System -> URL Shortcuts. These shortcuts will soon be used automatically in the background for other purposes in the system.
• Added new page: Tools -> Exports -> Export Orders Received
• When a quote is saved without any customer, a new blank customer record is be created. Now, the saved customer company name will now be generated as "Unnamed Customer #...", when no name is provided.
• Fix to payment plan's "Invoices Generated" table, showing duplicate rows for each payment. Payment plans will now allow for invoice regeneration, and will list out any posted periods that no longer have an invoice, to allow the period to be unposted.
• Fix to the Receivables Aging report when opened via the "Details" link under the customer's View tab.
• Added a View Check Register link when completing a bank reconciliation that will show the bank GL account activity for the bank rec month.
• Added a dedicated Bank Account select box on the Account Activity report that will automatically filter the report by the bank's GL account. Added a Check Register button under Expenses -> Checks that forwards to the Account Activity report with options on to show customers, vendors, and references for transactions.
• Added a new setting under Admin -> Payroll -> Time Clock Setup called Employees Can Download Pay Stubs, which when on will display a menu tab labeled Pay Stubs that logged in time clock users can use to search for and download past pay stubs. When the setting is off, time clock users will not be able to download pay stubs. The default setting for all installations is off.
• Tools -> Surveys -> Survey Manager is now Tools -> Forms -> Form Manager. Similar change for Tools -> Forms -> Form Reports. Other instances of the word Survey in the system will now show Form instead.
• Added an option to set an expiration date for forms using the Form Manager. People who access an expired form link will see a message that the form has expired, and that they should request a new link.
• Editing an open PO will now allow for the item assigned to an existing line to be changed.
• Custom field and Form (formerly Survey) enhancements: * Added an option to set custom fields and form fields as protected/encrypted. These fields will be encrypted in the DB and will show as ********* for users who don't have access to view protected fields (see new Can View Protected/Encrypted Custom Fields user setting). * Added Photo Upload capability for forms. This is the same functionality as File Uploads, but it restricts the type to images. * Added File Upload capability for forms. * Set up form photo and file uploads so they can link to custom fields (a photo submitted on a form can be linked to a custom field for a customer for example). * Added code to enforce the Required setting for checkbox and file/photo upload custom fields and form fields. * Added a user setting for whether a user can view protected/encrypted custom fields and form answers. The setting is located in the General Access section when adding and editing users and is labeled Can View Protected/Encrypted Custom Fields.

• Change to Sales Tax report so that invoices with tax-exemptions are not excluded by default, and added a "Tax Exempt" column to the report. Added setting "Exclude Tax Exemptions" to allow for reporting with old behavior.
• Added a user calendar, accessible via a new icon in the top right menu.
• Added a tool to create shortened forwarding URLs. Users can make their own URL shortcuts and generate QR codes for the links. Since the QR code is for the shortcut, users can change the underlying full URL without having to update the QR code. See Tools -> System -> URL Shortcuts. These shortcuts will soon be used automatically in the background for other purposes in the system.
• Added new page: Tools -> Exports -> Export Orders Received

• Added settings button for main-menu control-panels, which allows the user to now hide unwanted menu items.
• Fix to missing Start button on Service Order's Add Labor Time to Order page, for when a default employee is set for the user.
• Fix to the Employee Deduction edit page to no longer show employees that are not active.
• Fix to Open Order reports under Income -> Home, so that service orders with a status type of "Order Is Complete" are not listed as open.
• Changed the default "Order Type" option of "All" to "All Incomplete" for Reports -> Orders -> Orders Open, and Orders Open - Summary.

• Added an inactive setting for bank accounts.
• Added "Bank Account" filter to Expenses -> Checks
• Fix to the P&L Report for when using both options of "Include Year End Adjusting Entries" and "Compare to Other Period", which was dropping the selection of "Include Year End Adjusting Entries"
• Added a refresh button next to the profit value on Quote, Order, and Point-Of-Sales entry.
• Shopify order import will now show links to NolaPro order, for when records show as already imported. Shopify import of orders will now show when the order was already imported but deleted in NolaPro, as well as allow the user to re-import that order.
• Import of GL Accounts from QuickBooks will now prevent duplicate account names. Bank Account records in NolaPro will now be generated based on the imported ledger accounts. Will now auto-set new default company setup GL accounts for AR, AP, Inventory, and Payroll.
• Added '{paybutton}' e-mail template fields for quotes & orders, to enter a deposit.

• Added link to update terms applied to a vendor bill, when vendor's terms no longer match the assigned terms on the opened bill.
• Better display of tool-tip text.
• Users can now check for bad database charsets by going to Tools -> System -> Storage Info -> Database Error Check
• Fix to Purchase Order entry, for when adding a new item with a vendor "Number of X per Purchase Unit" between 0 and 1. Will now correctly update the corresponding QTY value when modified.
• Added support for XLSX files to various imports.
• Fixed a display issue with the drill-down detail view on the Direct Deposits report.
• Added Notes and Line Description or Line Note filters to the Summary of Invoices report.

• Added a way to copy manually created journal entries.
• Added new setting: Admin -> Billing -> Company Options -> Formatting -> Invoice Format -> Hide Zero Rate Taxes

• Fix to the On Hand Details report for "Used for Build Order Number" type lines, to correctly link the reference number to the build order view page. Better performance for the List Build Orders report
• Added an option to include a CC/Convenience/Processing Fee when entering POS credit card payments.
• Added to the Check Summary report a way to view the calculations used for payroll runs.
• Added a "Leads" filter to Income -> Customers.
• Added option to show the Entry Date column under Income -> Customers
• Added a button on Income -> Customers for Add CRM Activity when the CRM add-on is active.

• Changes to Bank Rec: Added hover text to "Amount to Reconcile" and "Adjusted Bank Balance" to show the values and math used to calculate each of these.
• Added logout button to the "Set New Password" dialog, when user is forced to update their expired password.
• Fix to missing RMA action, reason, and condition labels when creating a new batch of RMA entries.
• Added a new Item Order Forecast report to complement the Item Order History report. This report shows the amount of stock needed to satisfy current open fulfillment orders and quotes.
• Added new setting: Admin -> Billing -> Company Options -> Formatting -> Order Format -> Reassign Line Numbers * When enabled, the invoicing of an order will restart the line numbers at 1, vs coping from the order line details

• Added an option to sync user rights across companies. Also added a way to remove user rights from multiple companies at the same time.
• Fixed issue with custom fields on Service Orders where the data would fail to save.
• Added an option to copy the user rights for all users from the current company to the new company when adding a company.
• Change to Write Checks page, so that the Email Template (when enabled) will have a default value assigned.
• Tracking numbers for R+L shipments will now link to rlcarriers.com
• Added a filter to Income -> Reports -> Billing -> Payment Report called Show Only First Payments For Customers to spotlight new first-time paying customers in a given time period.
• Added walkthrough for "Pay a Vendor Bill".
• Added an option to select from existing general mail templates (Admin -> System -> Mail Templates) when emailing customers from the customer view/edit page.
• Added walkthroughs for "Pay an Employee" and "Log Employee Hours"
• Added an option to select from general vendor message email templates when emailing vendors from the vendor view/edit page.
• Added walkthroughs for Make a Journal Entry, and for Post Journal Entries.
• Added a way to create a custom email signature on the user edit page.
• Added ability to edit the invoice number of vendor bills after they are marked as closed/paid.
• Added new report: Reports -> Inventory -> Serial Number Activity
• Added new setting: Admin -> Payables -> General Setup -> General -> Show Payroll Check Name, with option of "Only users with payroll access".
• Changes to the Billing -> Payment Report * Added option of "Show Customer Totals" * Added customer filters for: Total Min and Total Max * Added invoice/order filters for: Total Min and Total Max * Added a "Number of Payments" column, that when clicked will show a popup with all the payments included in that count Changes to the Billing -> Payment Report * New search form layout * Added additional customer filters for: "No Credit Allowed" and "Invoice Terms" * Added ability to download as CSV * Added a "Source" filter

• Added additional UPS shipping options
• Change to Shopify order importing, so that if the shipping address is not defined, then the billing address will be used as ship-to.
• Change to Order dataTable, so that deleted entries will be labeled as so under the Status column.
• Added display of remaining budget amounts per GL account when adding and editing vendor bills, and when adding manual payments.
• Added display of the prior two years of GL activity when editing the budget amount for a single GL account.
• Added refresh button to left menu items, shown in bottom right of each tab when hovered.
• Added a user setting to allow choosing any GL account (except the default Accounts Receivable and Accounts Payable accounts) for the sales account for fulfillment orders and invoices.
• Added an option to select the number of records to display when creating an AR EFT payment.
• Users can now upload documents directly for DocuSign requests, vs having to use a predefined template.
• Added a "Download" button to the Journal Report, to provide a CSV file without needs to load the report in browser.
• Added a report to show the history of Item Adjustments entered in the system.
• Fix to Invoice PDF's header, to prevent barcode overflow of invoice-number text, when invoice-number is very long.

• Fix to display of barcode in header on page 2+ when printing an invoice.
• Added ability to append "Order Line Item Notes" entries to Service Order Labor Time lines
• Better performance for loading "View/Cancel Checks" page.

• Fix to "Order By" section shown when creating a new shipment, was showing the order's default ship-to address.

• Performance and style improvements to the Ledger Daily Report
• Added a column to show the vendor bill description on the AP Payment Report.
• Correction to Bank Deposit's "Print Deposit Slip" saved file, so that the invoice payments will display their invoice number on the slip. Customer's without a charge code will no longer show a "()" at the end of their name.
• Fix to missing charge codes in customers' displayed names and links, including the invoice table export.
• Fix to custom fields not being saved on 1st save of a new service order.
• Changes to the Summary of Invoices report: * The "All" option now excludes unposted invoices. A new "All (Including Uposted)" option has been added. * Added option to show the Sales GL Account name
• Performance improvement to the Dashboard Summary page's Profit & Loss section's totals lookup
• Fix for certain mobile devices that were unable to scroll to end of page.
• Change to Check Host Setup tool: Added MySQL/MariaDB Server configuration checks, with some basic suggestions for better performance.
• Change to Check Host Setup tool: Will now suggest a InnoDB Pool Size. Change to Check Host Setup tool: Windows installations without COM access will now use a fallback method to get OS RAM for system checks.
• Fix to Fulfillment Orders failing to assign the Shipping Method based on the selected customer's chosen default method.
• Fix to Assets, created via an auto-complete-box's add button, failing to assign the new text and ID to the input. Fix to missing "Asset Type" options when adding or editing an asset on Linux systems. Fix to order header layout when opening an order with a pass-through customer assigned.
• Added new advanced user right of Income -> Orders -> Block Sales Personnel Changes
• Change to invoice import, to ensure an invoice date is always assigned. Change to payment import, to ensure a received date is always assigned. Change to rental converted to sale, to ensure the invoice date is always assigned.
• Change to correct item-lookups, on quotes, point-of-sale, and fulfillment-orders, so that the item-vendor's UPC and Vendor Code has a consistent lookup when toggling the company settings for "Include Vendor Product Code In Item Search Box" vs "Ignore Spaces In Item Search Box"
• Added options to set custom table layout for Quotes. Added option to remove empty line breaks from the Quote PDF.

• Fix to the Receivables Aging reports, so that the "Compare As Of Date: GL Post to Date" option is accepted PDF exports from report tables will now split the header title into a main, and a sub-title line Better UI control highlighting of the download/export options shown in report tables AR Aging reports will now remember user's selected filters when clicking the back button Customer name on the Receivables Aging report will now link to the customer's view/edit page. A view icon has been added next to the name to allow the user to directly access the customer aging details.
• Added ability to filter by, and show select columns from, custom item fields on reports "Item Sales 12 Months" and "Item Price Level"
• Modified the 941 View Data page so that it won't exclude deleted employees if the employees had pay data in the selected period.
• Fix to the Item Reorder list, so that when only deleted vendors exists for an item, the item can still be shown for the "Items Needing Reorder" report
• Clicking the Open Order's select-all orders checkbox will no longer cause odd inner record sorting.
• When the user clicks the 'Ignore' button on an OAuth dialog, the notice will no longer be shown, until the next login.
• Fixed issue with the Import GL Totals tool where it would automatically set a posting date to a date other than the first of the month, which would cause issues with some reports. Prior workaround would be to unpost and repost the imported entry set. Now the set will import unposted by default.
• Added an option for bank accounts to display the description from vendor bills on check stubs.
• Modified the vendor bill Bill Into How Many Equal Parts option so that each successive bill has an invoice date a month beyond the previous invoice date to match the due dates which are already a month beyond the previous due date.
• Added employee and date filters to the Payroll -> Time Clock tab.
• Renamed "EMail Address" to be "Send From Address" in the Email configuration form. Better email error log formatting. Email setup for Google & OAuth will no longer hide the "Send From Address" setting, so that this can be defined if the login is not the same as the sender address.
• Added an option to generate a NACHA formatted file when generating ACH/EFT AP payments.
• Added Email column to the Recent Customers report Performance improvements to the Recent Customers report

• Fixed issue with automatic currency conversions not showing rates properly.
• Main UI tables will search now by splitting the search term and matching each piece, vs searching for the whole term to be found within the same field.
• Fix to issue where displayed total was not updating when selecting vendor bills to make payment against on the Write Checks page.
• Fix to printing the Payroll Check Summary to prevent overlapping header text on pages 2+
• Expanded the Customer Page Customizer tool to allow defining default values for most customer fields.
• Added new tool to update missing ship-to addresses in bulk, found under: Reports -> Billing -> Incomplete Shipping Addresses
• Main menu pages for Admin, Tool, and Reports will now have new icons sized larger 50% larger, and better describes action.
• Fixed issue with displaying the correct quantity on hand in the Inventory -> Items list for items that were included in an intercompany inventory transfer.
• Main UI performance optimizations for quicker switching of tabs. Fix to customer heat-view ending with one square outside (right) of the grid, with an empty date. DataTable column filter will now display under the header, when the header is pinned to the view-top.
• Additional event logging for user actions that restore a deleted record.
• Mobile devices will append a close taskbar item for most pages, allowing the user to return the home screen. [P] Better mobile layout for the top-menu interface.
• Fix to missing PO number on invoice printout, when using {po} in the Ship-To or Sold-To text settings.
• Added SMTP error log display to the Direct Deposit email page More user friendly SMTP error log title text
• Change to prevent a long company name from over expanding the left-menu when no breakable words exist
• Change to auto-complete boxes so that they will retain the records original letter casing

• Fixed issue with automatic currency conversions not showing rates properly.
• Main UI tables will search now by splitting the search term and matching each piece, vs searching for the whole term to be found within the same field.
• Fix to issue where displayed total was not updating when selecting vendor bills to make payment against on the Write Checks page.
• Fix to printing the Payroll Check Summary to prevent overlapping header text on pages 2+
• Expanded the Customer Page Customizer tool to allow defining default values for most customer fields.
• Added new tool to update missing ship-to addresses in bulk, found under: Reports -> Billing -> Incomplete Shipping Addresses
• Main menu pages for Admin, Tool, and Reports will now have new icons sized larger 50% larger, and better describes action.
• Fixed issue with displaying the correct quantity on hand in the Inventory -> Items list for items that were included in an intercompany inventory transfer.
• Main UI performance optimizations for quicker switching of tabs. Fix to customer heat-view ending with one square outside (right) of the grid, with an empty date. DataTable column filter will now display under the header, when the header is pinned to the view-top.
• Additional event logging for user actions that restore a deleted record.
• Mobile devices will append a close taskbar item for most pages, allowing the user to return the home screen. [P] Better mobile layout for the top-menu interface.
• Fix to missing PO number on invoice printout, when using {po} in the Ship-To or Sold-To text settings.
• Added SMTP error log display to the Direct Deposit email page More user friendly SMTP error log title text
• Change to prevent a long company name from over expanding the left-menu when no breakable words exist

• Fixed issue deleting POS invoices in some cases.
• Fixed issue where Notes To Print On Following Pages (Invoice End Notes) for Quotes/FOs/POS would be automatically checked again if they were manually unselected and were also set up to be automatically selected for new quotes/orders/invoices.
• Added "Date of First Invoice or Order" under the "Customer Date" field on the customer import/export tool
• Change to Inactive Customer deletion tool: Renamed the 2x "Next" buttons to "Refresh" and "Delete Selected" to be less ambiguous.
• Fixed issue preventing the subtotal for local taxes from displaying properly on the payroll Check Summary report.
• Added optional my_defines.php directive of NOLAPRO_VERBOSE_LOG. Logs core system events to a file for troubleshooting assistance on custom hosts.
• Fixed issue where Warehouse Bins would always show a failed to save message and would create empty bin records.
• Added a support controller to act as a way to assist self-hosted users with troubleshooting various host issues * Tools -> System -> Check Host Setup
• Main UI tables can now be multi-sorted, via clicking multiple headers. Added new columns to the main item UI table: Location & Price Level. Added ability to assign item bin locations on the 2nd page of the item creation process
• When adding a new Purchase Order, the system will now alert the user to complete Inventory Location setups before saving.
• Fix to sorting by invoice balance under Income -> Invoices
• Modified the GL Budgets data table so that the month columns are listed in order starting with the fiscal year begin month.
• Sales taxes are no longer limited to only being able to assign three per order or invoice line.
• Full printed checks will now display the Company Name field set on the checking account instead of using the company name for the currently logged in company.
• User Activity Monitor will now show before & after values in the log entries for Purchase Order changes.
• When a "Temporary System Problem" error occurs during automated emailing, the mail will now auto-retry sending once an hour until success or two days time. Mail log attachments will now be stored for 2 days. (16MB limit)
• Fix to customer view/edit page's "New Fulfillment Order" button not appearing when user did have access to create a new order.
• Added sales person filter to Income -> Invoices
• Added customer UI-Tags search and display to the Email Address Picker popup window. Fix to UI-Tag text color section not saving
• Fix to feature Price History when adding a new Purchase Order line without an inventory item selected. The settings "Automatically Show Price History Page When Ordering" will no longer trigger a pop up window when adding a non-inventory line.
• Correction to the Setup Wizard to fix an issue that was blocking the user from continuing forward.
• Better progress tracking of Inventory Import with ability to stop the process.
• Fix to profitability button on the vendor view page. Was showing as a blue text link in the taskbar and was improperly sized. Will show using normal style now.
• Fixed issue where the consolidated pick list PDF would sometimes not display the full range of consecutive orders that are included in the print batch.
• Added hover text to the "No Matches Found" message to provide additional information on the (OFX) Import Bank Statements tool.
• Added a drilldown to the year-to-date posted activity for GL accounts in the Ledger -> Accounts list when clicking the account description. When drilled down, clicking the Back button will allow modifying filter options for the list.
• Change to contact info update, so that the save/delete/etc buttons are shown in the taskbar. Correction to GL Activity Report so that AP check references pull in check data instead of vendor data by wrong ID.
• Fix to Customer Credit Report to prevent unnecessary SQL loggging. Change to Main UI's Invoice list to correct an issue where an invalid date would throw an SQL error in MySQL v8+.
• Fix to Fulfillment & Quote Order entry to enforce a user's max-discount allowed setting.
• Fix to lost trailing zeroes in the Quote Price Each column.
• Performance improvements to the Open Order report.
• Better progress tracking on Shift4Shop order import lookups.
• Fix to invoicing shipments process so that when emailing a customer, the contact emails marked for invoices will also be sent too.
• Fix to missing Bin Location display on Quotes, Sale Orders, and POS entries when adding or changing an item.
• Fixed issue causing the Quantity Ordered column on PO Checklist PDFs to show 0s in some cases instead of the actual amount ordered.
• Fix to emailed invoice payment links to resolve an issue where the error "Bad Data" would be shown incorrectly.
• Added display of a user's email address to the user's edit page when the user is an employee. A link to edit the employee record, including the user's email address, is now shown next to the user's employee name and email.
• Fixed issue where customer statements would still exclude zero balance invoices when the Exclude Zero Balance Invoices option was unchecked.
• Fix to customer auto invoice email failing to send when generated from a shipment.

• Fixed issue deleting POS invoices in some cases.
• Fixed issue where Notes To Print On Following Pages (Invoice End Notes) for Quotes/FOs/POS would be automatically checked again if they were manually unselected and were also set up to be automatically selected for new quotes/orders/invoices.
• Added "Date of First Invoice or Order" under the "Customer Date" field on the customer import/export tool
• Change to Inactive Customer deletion tool: Renamed the 2x "Next" buttons to "Refresh" and "Delete Selected" to be less ambiguous.
• Fixed issue preventing the subtotal for local taxes from displaying properly on the payroll Check Summary report.
• Added optional my_defines.php directive of NOLAPRO_VERBOSE_LOG. Logs core system events to a file for troubleshooting assistance on custom hosts.
• Fixed issue where Warehouse Bins would always show a failed to save message and would create empty bin records.
• Added a support controller to act as a way to assist self-hosted users with troubleshooting various host issues * Tools -> System -> Check Host Setup
• Main UI tables can now be multi-sorted, via clicking multiple headers. Added new columns to the main item UI table: Location & Price Level. Added ability to assign item bin locations on the 2nd page of the item creation process
• When adding a new Purchase Order, the system will now alert the user to complete Inventory Location setups before saving.
• Fix to sorting by invoice balance under Income -> Invoices
• Modified the GL Budgets data table so that the month columns are listed in order starting with the fiscal year begin month.
• Sales taxes are no longer limited to only being able to assign three per order or invoice line.
• Full printed checks will now display the Company Name field set on the checking account instead of using the company name for the currently logged in company.
• User Activity Monitor will now show before & after values in the log entries for Purchase Order changes.
• When a "Temporary System Problem" error occurs during automated emailing, the mail will now auto-retry sending once an hour until success or two days time. Mail log attachments will now be stored for 2 days. (16MB limit)
• Fix to customer view/edit page's "New Fulfillment Order" button not appearing when user did have access to create a new order.
• Added sales person filter to Income -> Invoices
• Added customer UI-Tags search and display to the Email Address Picker popup window. Fix to UI-Tag text color section not saving
• Fix to feature Price History when adding a new Purchase Order line without an inventory item selected. The settings "Automatically Show Price History Page When Ordering" will no longer trigger a pop up window when adding a non-inventory line.
• Correction to the Setup Wizard to fix an issue that was blocking the user from continuing forward.
• Better progress tracking of Inventory Import with ability to stop the process.
• Fix to profitability button on the vendor view page. Was showing as a blue text link in the taskbar and was improperly sized. Will show using normal style now.
• Fixed issue where the consolidated pick list PDF would sometimes not display the full range of consecutive orders that are included in the print batch.
• Added hover text to the "No Matches Found" message to provide additional information on the (OFX) Import Bank Statements tool.
• Added a drilldown to the year-to-date posted activity for GL accounts in the Ledger -> Accounts list when clicking the account description. When drilled down, clicking the Back button will allow modifying filter options for the list.
• Change to contact info update, so that the save/delete/etc buttons are shown in the taskbar. Correction to GL Activity Report so that AP check references pull in check data instead of vendor data by wrong ID.
• Fix to Customer Credit Report to prevent unnecessary SQL loggging. Change to Main UI's Invoice list to correct an issue where an invalid date would throw an SQL error in MySQL v8+.
• Fix to Fulfillment & Quote Order entry to enforce a user's max-discount allowed setting.
• Fix to lost trailing zeroes in the Quote Price Each column.
• Performance improvements to the Open Order report.
• Better progress tracking on Shift4Shop order import lookups.
• Fix to invoicing shipments process so that when emailing a customer, the contact emails marked for invoices will also be sent too.
• Fix to missing Bin Location display on Quotes, Sale Orders, and POS entries when adding or changing an item.
• Fixed issue causing the Quantity Ordered column on PO Checklist PDFs to show 0s in some cases instead of the actual amount ordered.
• Fix to emailed invoice payment links to resolve an issue where the error "Bad Data" would be shown incorrectly.
• Added display of a user's email address to the user's edit page when the user is an employee. A link to edit the employee record, including the user's email address, is now shown next to the user's employee name and email.
• Fixed issue where customer statements would still exclude zero balance invoices when the Exclude Zero Balance Invoices option was unchecked.
• Fix to customer auto invoice email failing to send when generated from a shipment.

• Fix to order shipment incorrectly blocking the shipment as unpaid when there are credit lines (as negative line totals) on invoices linked to the sales order. Added "Balance" column to the order-edit page's invoice history table.
• Added new system setting to define the inactive-user logout time.
• Fix to various voucher name & descriptions containing a '\' character when a single-quote was included in the text.
• Updated the 1099-NEC PDF printout to show 3 per page to match the new 2021 layout.
• Fix to opening an existing state payroll tax for editing; was showing the wrong state name selected.
• Added a way to assign departments to GL accounts. This option will be available when the GL Cost Center add-on is activated.
• Fix to feature list page to allow access to disable/enable features when offline.
• Mail log will now record sending emails via os-mail call (Aka: Non-SMTP and Non-OAuth mailing)
• Linux servers will now update the mail-log statuses from /var/log/maillog when readable.
• Added the ability to manage comp time for eligible employees. Added a new Employee Accrual Log report to show all changes to sick, vacation, and comp time.
• Order revision history will now be generated when non-line-item changes are made.
• Added a new option on the Edit Employee Calculations tool to flag a pay period as a beginning balance period. No GL entries or checks will be generated for periods marked this way, but the amounts will be used when displaying year-to-date values on pay stubs and W2s.

• Fix to order shipment incorrectly blocking the shipment as unpaid when there are credit lines (as negative line totals) on invoices linked to the sales order. Added "Balance" column to the order-edit page's invoice history table.
• Added new system setting to define the inactive-user logout time.
• Fix to various voucher name & descriptions containing a '\' character when a single-quote was included in the text.
• Updated the 1099-NEC PDF printout to show 3 per page to match the new 2021 layout.
• Fix to opening an existing state payroll tax for editing; was showing the wrong state name selected.
• Added a way to assign departments to GL accounts. This option will be available when the GL Cost Center add-on is activated.
• Fix to feature list page to allow access to disable/enable features when offline.
• Mail log will now record sending emails via os-mail call (Aka: Non-SMTP and Non-OAuth mailing)
• Linux servers will now update the mail-log statuses from /var/log/maillog when readable.
• Added the ability to manage comp time for eligible employees. Added a new Employee Accrual Log report to show all changes to sick, vacation, and comp time.
• Order revision history will now be generated when non-line-item changes are made.
• Added a new option on the Edit Employee Calculations tool to flag a pay period as a beginning balance period. No GL entries or checks will be generated for periods marked this way, but the amounts will be used when displaying year-to-date values on pay stubs and W2s.

• Correction to Inventory Sales History when filtering by vendor. Will no longer include items that had the item-to-vendor relationship deleted.
• Fix to vendor view page, showing "Notes" tab when the vendor-notes feature isn't active
• Fix to Unit Price display on order confirmation (was dropping trailing zeros)
• Fix to Internal Messaging saving titles incorrectly
• Fixed issue updating the accounting calendar start month when not using a 4-4-5 calendar type
• Change to Inventory Sales History report: Added new subtotaling option of Sales Category
• Fix to items being committed for a quote that was converted from an order, then saved without a reload/refresh.
• Fix to saving an order as a quote when the leads feature is enabled.
• Fix to interest calculations lookup by customer.
• Customer's "Recent Payments" will no longer include Refunds, Credits Applied and Write-Offs
• Fix to self hosted non-supervisor users UI not loading correctly initially, and causing the first navigation to display a navigation warning dialog
• Removed display of "add/edit" link, in the top-right links menu, when the user does not have access
• Fix to issue where default GL Sales/COGS accounts were not being set on blank order lines.
• Fix to customer name being cropped too small, on the customer-view tab
• Fix to missing Import Magento orders image
• Fix to missing title on Storage Info page

• Correction to Inventory Sales History when filtering by vendor. Will no longer include items that had the item-to-vendor relationship deleted.
• Fix to vendor view page, showing "Notes" tab when the vendor-notes feature isn't active
• Fix to Unit Price display on order confirmation (was dropping trailing zeros)
• Fix to Internal Messaging saving titles incorrectly
• Fixed issue updating the accounting calendar start month when not using a 4-4-5 calendar type
• Change to Inventory Sales History report: Added new subtotaling option of Sales Category
• Fix to items being committed for a quote that was converted from an order, then saved without a reload/refresh.
• Fix to saving an order as a quote when the leads feature is enabled. Fix to interest calculations lookup by customer.
• Customer's "Recent Payments" will no longer include Refunds, Credits Applied and Write-Offs
• Fix to self hosted non-supervisor users UI not loading correctly initially, and causing the first navigation to display a navigation warning dialog Removed display of "add/edit" link, in the top-right links menu, when the user does not have access
• Fix to issue where default GL Sales/COGS accounts were not being set on blank order lines.

• Fix to AR aging summary not loading
• Fix to customer-contact lookup when customer code is shown in the result set.
• Fix to check summary report not loading.
• Change to customer page customizer, added way to define default values for: Sales Category, Customer Group & Sales Person. Sales person can be set to "Use Entry User's Salesperson"
• Fix to Bank Reconciliation not showing saved entries.
• Removed "Export Items" tool, use "Inventory Export/Import Edit Tool" instead.
• Modified the payroll Check Summary report so that lines for the net vacation and sick accrued amounts will only be displayed if the values are not zero.
• Interface performance improvements to Quotes, Order, and Point-Of-Sale
• Optimizations Order Entry Optimizations to General UI scripts Optimizations to Order Price History Fixes for usage of PHP 7.4. Was not completing updates, and was failing other certain system actions.
• Changes to report "Accounts Overdue" * Fixed missing page title. * Correction to column title "Total Balance", which isn't accurate. Changed to "Invoices Total". This is not a balance. This is a sum of all open invoice totals for that customer, excluding payments. * Fix to issue where $0 balance invoices, that are not marked as paid, are causing non-overdue customers to incorrectly appear on the list.
• Fixed issue with recording time on service orders when work subtypes were used. Also fixed issue where clicking the green start time button wouldn't close a processing popup page.
• Added a column for customer on the service order time report. Also added drilldowns for specific orders and customers in the report.
• Added a column and filter on the Income -> Orders list for Service Status (Admin -> Orders -> Service Status Options).
• Fix to customer contact list not showing a way to edit the entry if no name was given for the contact.
• Changed the name of the Edit Employee Check tool to Edit Employee Calculations. Also added a way to edit the employer SDI portion.
• Fix to email template not being used when "Auto Email When Shipped Style" is set to "small"
• Cloning an order will now update the sales person assigned
• Inventory import/export tool will now show a progress bar and run faster.
• Fix to PR checks showing 'nan' and 'inf' on check. Will now show as "0".
• Invoice PDF/Printout will now show "Paid:" lines with text like "Using: Order #12345 Deposit", "Using: Invoice #12345 Credit" and "Invoice #12345" for credit usages.

• Fix to AR aging summary not loading
• Fix to customer-contact lookup when customer code is shown in the result set.
• Fix to check summary report not loading.
• Change to customer page customizer, added way to define default values for: Sales Category, Customer Group & Sales Person. Sales person can be set to "Use Entry User's Salesperson"
• Fix to Bank Reconciliation not showing saved entries.
• Removed "Export Items" tool, use "Inventory Export/Import Edit Tool" instead.
• Modified the payroll Check Summary report so that lines for the net vacation and sick accrued amounts will only be displayed if the values are not zero.
• Interface performance improvements to Quotes, Order, and Point-Of-Sale
• Optimizations Order Entry Optimizations to General UI scripts Optimizations to Order Price History Fixes for usage of PHP 7.4. Was not completing updates, and was failing other certain system actions.
• Changes to report "Accounts Overdue" * Fixed missing page title. * Correction to column title "Total Balance", which isn't accurate. Changed to "Invoices Total". This is not a balance. This is a sum of all open invoice totals for that customer, excluding payments. * Fix to issue where $0 balance invoices, that are not marked as paid, are causing non-overdue customers to incorrectly appear on the list.
• Fixed issue with recording time on service orders when work subtypes were used. Also fixed issue where clicking the green start time button wouldn't close a processing popup page.
• Added a column for customer on the service order time report. Also added drilldowns for specific orders and customers in the report.
• Added a column and filter on the Income -> Orders list for Service Status (Admin -> Orders -> Service Status Options).
• Fix to customer contact list not showing a way to edit the entry if no name was given for the contact.
• Changed the name of the Edit Employee Check tool to Edit Employee Calculations. Also added a way to edit the employer SDI portion.
• Fix to email template not being used when "Auto Email When Shipped Style" is set to "small"
• Cloning an order will now update the sales person assigned
• Inventory import/export tool will now show a progress bar and run faster.
• Fix to PR checks showing 'nan' and 'inf' on check. Will now show as "0".
• Invoice PDF/Printout will now show "Paid:" lines with text like "Using: Order #12345 Deposit", "Using: Invoice #12345 Credit" and "Invoice #12345" for credit usages.

• Fixed issue that prevented GL account auto-complete boxes from working properly on journal entry add/edit pages if the GL Categories for AR/AP add-on was activated, but the Cost Codes for AR/AP add-on was not turned on.
• Fix not being able to manually change an existing voucher's entrydate
• Fixed issue where ship-to/sold-to format for Quotes was not replacing Purchase Order variable "{po}"
• Added new Summary Of Invoices setting "Show Zero Balance Customers". Only available when running the report as "Summary Total By Customer".
• Tasks that are queued for background processing, but fail to complete, will now be tried again later with an decreased priority to prevent blocking of other queued actions.
• Added a customer tags system
• Added button "Add Service Order" to customer page. Reports on customer view tab can now be reordered by dragging.
• Added new payroll fields to support SDI deductions for Puerto Rico. There are now fields to set an employer contribution rate, a maximum amount of wages the SDI deduction applies to, and a GL expense account for the employer contribution.
• When emailing a customer, after invoicing an order, the email center will automatically close.
• Reduced load size of order/invoice entry & update page

• Correction to customer add shipment page not loading after creating a new customer.

• Added option to show customer's last order date when running Invoice Summary Report - Summary Total by Customer
• Fix to various invoice payment refund issues * Fix to invoice view page, was not showing the correct balance due when a refund existed * * Moved refund above Balance Due on page * Fix to Refund entry page so to prevent a floating-point bug causing invoice to be not marked a paid
• Fix to order shipment so that Other Charges will not be blocked by on-hand level checks. Added more details to this block message (QTY & Line). Added new setting: Admin -> Billing -> Company Options -> Invoicing & Ordering -> Shipping -> Other Charges Always Ships Remaining
• The setting Fulfillment Orders -> Show Negative Available Quantity will now cause the Item Status report to also list available negative values, instead of zeros.
• Payments tab will now show the voucher name assigned to the payment
• Added setting to Purchase Order List report to show the Requested Ship Date under the Due Date column. Feature Request Ship Date is required.

• Purchase order "Ship By Date" line description will no longer be shown when assigned to empty or invalid date.
• Fix to vendor payment auto-email, using templates, not replacing vars correctly. Better error reporting for unbalanced voucher & missing GL accounts when creating an order deposit. Set max Other -> "Voucher" to 100 chars on the Order Deposit & POS Payment pages.
• Fix to voucher transaction date being ignore during manual entry.
• Added new setting Admin -> Billing -> Company Options -> Formatting -> Order Format -> Quote Notes Location
• Fix to Item Detail History failing to allow reporting on previous years.
• Fix to issuing a simple invoice credit, was erroring out.
• Posting a payment plan with no GL account assigned will now use the company default Sales account.
• Fix to OFX Bank statement import so that deleted entries will be correctly ignored during a reimport. Fix to OFX Bank statement not correctly matching check numbers to existing records in the system.
• Posting an invoice with missing line-item GL accounts will now use the company default Sales account.
• Added "Item Description Type" with "HTML Template" option to 3dCart/Shift4Shop setup.
• Quotes assigned to a customer that is marked as on-hold will no longer be allowed to convert the quote to an order.
• Added "{vendorcustomeraccount}" variable to AP Payments & Purchase Orders email templates.
• Added a Sales Category filter to the Customers by Sales report.
• Change to Vendor Edit/View page to remove checks/bills from display when user doesn't have access to view/edit these types of records.
• Added the ability to filter by vendor type when approving bills for payment and writing checks for approved bills
• Added a Vendor Type filter when writing checks with the bill approval option turned off
• Fix to customer export/import tool to prevent matching against AP invoice terms.
• Fix to Bank Statement Import - More Options, will now correctly save the transaction id to the import details when a GL account is manually assigned.
• Added a way to set descriptions for lines on vendor bills.
• Fix to voucher view/edit page for when "where from" is unknown.
• New setting: Admin {U+2192} Billing {U+2192} Company Options {U+2192} Invoicing & Ordering {U+2192} Fulfillment Orders {U+2192} Show Negative Available Quantity Change to Item Price List: Added "Show Available Quantity" setting with option to show negative values
• Added an option to show line item details from vendor bills on check stubs (Admin -> Payables -> Checking Accounts ->Show Line Details On Stub).
• On the Budget Variance report added links to account activity details for totals in the Actual columns and added % Variance columns to show the percent change for Budget vs Actual amounts.
• Added option to view two prior years of activity when viewing the Budget Variance report.
• Added display of "Purchase Order Updated: ####" when triggered by order save.
• Added custom fields for Item Vendor records Fixed issue where user would need to double click the Save button on the Item Vendor page.
• Tracking numbers under the shipments tab will now display as links when possible
• Fix to issue where a vendor bill create a voucher's description with all single-quote characters prefixed with a backslash.
• Added Quick Search Menu to the top right main menu (Ctrl+Shift+F)
• Replaced old Adv User Rights Group & User edit pages with new UI * Can enable/disable rights in bulk via module selection * Has search ability * Lists all Rights without need to have user expand each section * Restored old ability to have a user's rights set as 'default'
• Added way to block Quote access but still allow Fulfillment Order access via new Advanced User Right: Orders -> Item Fulfillment Orders -> Block Quote Access
• Added Menu search ability to the new Quick Search Menu. Removed old Menu Search drop-down panel. Existing hot key of Ctrl + ; will now bring up the new menu search panel.
• Change to customer edit page, so that when there are 10+ ship-to addresses, the Default Ship-Via fields will be hidden and a link to a dedicated edit page will be shown instead.
• Added a Quick Add menu to the top right main menu bar.
• Fix to invoice balance not showing correctly under Income -> Invoices when the invoice had a refund. Will now pull from cache to get correct values and faster.
• Fix to editing a Purchase Order when the 1st line is not assigned to any item. The system will no longer reset the quantity field.
• User setting to hide inventory costs will now apply to the purchase order receipt page as well as the item's On Hand Details report.
• Fix to Import Bank Statement so that journal entries created using the more options link will be tagged correctly to show on the Bank Reconciliation.

• Fix to Deletion Report to prevent query error.
• Change to link handling to prevent conflict with new browser security rules on when the application can trigger a window close.
• Modified the Appointment Scheduler setup so that each service type can have an email template assigned that will go to clients when appointments are booked for the service type.
• Fix to "On PO" count calculation when looking at another company's value, so that PO Proposals are excluded from this.
• Order View/Edit page will now show deposits that are a negative value.
• Fix to 3dCart product by SKU lookup when using the REST API, will now resolve correctly for when multiple SKUs in 3dcart begin with the search term.
• Fixed issue where the import type was not displayed when viewing import batch details with the Import Log tool.
• Fix to the date select calendar's month/year drop down being shown underneath the calendar UI
• Fix to missing company name text in the Profit & Loss - Statement report header
• Added a new Rental Utilization report. For rental items the report shows the quantity stocked (on hand + out on rent), the number out on rent, the percent out on rent, average cost, stocked value, rented value, and rented list price.
• Customer statements using the Simple Statement format will now display the message entered into "Include Message" when sending
• Fixed issue with rental order convert-to-sale invoices where the due date wasn't being set properly.
• Added display of the invoice Due Date on the invoice view page. It was previously only shown on the invoice edit page.
• Updated Zencart integration to work with latest build.
• Fixed issue with option to hide pricing on purchase order PDFs. All pricing will be hidden now when this setting is on (Do Not Show Prices On PO).
• Fixed issue with the Payables setting Drop Ship Default Shipping Method. New POs marked as drop ship will now have the shipping method set correctly to the value of this setting.
• Fix to Physical Inventory's "Item Category" filter not being applied to results.
• Fix to RMA Order Invoicing, where invoice total would be off by $0.01
• Modified fulfillment orders so the line item Purchase Order Notes box shows when the Create Purchase Order option is first selected for new items.
• Added an option on the Approve Bills for Payment page called Override Existing Pay Date If Default Set. This option allows you to reset the pay dates for a large group of bills that might have already had a pay date set previously. Set the new desired pay date in Default Pay Date and check this option.
• Added a new user setting to block adding and editing Special Sales Pricing
• Fix to various characters being removed from shipping notes, order notes, line notes and line description text.
• Fix to various reports failing to export to Excel and removal of hidden input data types from output.
• Fix to text layout for payroll vacation days entry.
• Software auto update will now show "Preparing Download" while waiting on the server to build the update package.
• Added way to assign Due To/Due From accounts to checking accounts so that when AP payments are generated, Due To/Due From GL entries will be created based on the GL Cost Centers assigned to expense accounts on vendor bills. This can be useful for certain fund accounting situations.
• Added new setting: Admin → Billing → Company Options → Invoicing & Ordering → Fulfillment Orders → Update Purchase Order When Sales Order Is Changed * This is similar to the existing AP "Adjust Cost On PO When Customer Order Cost Changes" setting, but instead it will rewrite the purchase order line details with new values, instead of adjusting existing values. Fix to "Adjust Cost On PO When Customer Order Cost Changes" qty change, where it would often write 0 as the new QTY.
• Added generation of Due To/Due From GL entries for payroll checks based on the definition set up for the checking account being used. This can be useful in fund accounting setups.
• Added a way to start a new vendor bill by making a copy of an existing vendor bill. On the vendor bill view/edit page there is now a Copy button.

Added new customer and ship-to setting for Default Sales Location

 * Sets the front-end order entry's selected location when customer/ship-to is changed

 * Sets the B2B order's location

 * Defines what location to show available qty in B2B

Changed journal entry add so the automatic voucher creation looks at the auto voucher number setting used for new AR payments.

Changed the Income -> Quotes tab so it only appears if fulfillment, service, or rental orders are enabled.

Change to order entry's "View/Edit/Receive RMA" taskbar button showing overflow text for Pending/Total counts.  Will now be displayed as hover-text instead.

Fixed totals row column alignment on the Inventory Aging report if there aren't any sales regions set up.

Fix to SQL on "Most Overdue Invoices" billing dashboard report

SQL fix to Open Orders report.  Will now start showing the missing internal notes under the order lines (service order time notes).

Change to "Edit Internal Work" page so that cost is hidden by user setting "Cannot View Cost For POS/FO Orders."

Modified the bank rec page so that only one will be allowed every 27 days to help prevent users from adding multiple bank recs within a month. It's still possible to set up bank recs mid month as the block looks at the number of days since the last one and not just the calendar month. The 4-4-5 calendar most likely wouldn't apply for bank recs, but since the check is 27 days, a bank rec could be created every 4 weeks if needed outside February.

Added new menu item Income -> Sales Personnel -> Mass Assign

 * Allows user to assign new customer salespeople, as well as update existing invoices and orders.

Fixed issue where the vendor code would still be auto-generated even if the Generate Vendor Code For New Vendors setting was off.

When writing checks with approval turned off, the final page will have a Save button instead of Print since they may be doing electronic, or other payments and might not be printing physical checks.

Added Status (All/Pending/Cashed), and Exclude Voids filters to the check data table.

Fixed issue with AR statements not always ignoring credit balance customers for the Simple Statement version.

Added link next to the Send Email option to edit mail templates on the View/Print Statements page if the user has rights to edit mail templates.

Added setting of the salesperson for new customers added during FO/POS.

Changes to Service Orders

 * Message that no Service Type/Class or Vendor/Employee is setup will now display links to each setup page.

 * Service Class/Type add page will now show "No Service Types/Classes Found" message with add button in the middle of the page.

 * Fix to service order's total and taxes not including item-option selections.

 * Fix to item-options being lost when doing a 2nd edit before saving on the same line.

 * Change to item add/edit page to prevent page refresh on QTY/Item/Location changes.

 * * Fix to 2nd tax never being selected when 3 taxes exist

 * * Fix to 2nd & 3rd tax being unselected when editing a line.

Fixed issue with FO/POS payment page when users are restricted to only certain payment types.

Change to inventory count edit/select page to prevent need to "Show More" records before saving to prevent loss of existing selected items.

Partial tax exemptions were not being shown for selection on ship-to edit page. Will show now.

Change to order-entry page, when custom fields are enabled. Will no longer display the customer's custom field section when no fields exist for customers.

Fix to shipment calculation of box weights, when item has no weight.

Fixed issue with Completed POs Not Sent To AP report where it was including the as of date when checking if the PO had been passed to AP in a future month. Now it looks beyond the as of date.

Modified the Shopify integration to point to the 2021-01 API version and use new API calls to set inventory levels since setting levels directly on the product itself is deprecated and going away April 1, 2021. Changed FO saving so that links to shopify line item IDs won't be removed. Added setting of the order’s order total field when Shopify orders are imported as it was left at zero previously.

Change to 3dcart set status from string.  Will now check with 3dcart installation to get list of available status codes, vs relying on a hard coded list.

Changed the Inventory Aging report so it will show lines from locations that might not have any quantity, but could still have a residual cost from items coming in at one cost and leaving at a different cost. Previously it only showed lines if there was a quantity, and that left off some locations that still contributed to the current average cost even though they didn't currently have any stock on hand. Also, items will only show if there was a quantity on hand across all locations. Removed the code to bump costs to different periods that had a quantity as it's not necessary since costs will be shown now without having a quantity.

Fix for issue with additional invoice return lines that are not linked to an item.

Fix to the "NS_ERROR_XPC_SECURITY_MANAGER_VETO" message that shows in the javascript console error log occasionally (when help text exists for the page).

Fix to save buttons and redirect pages some times opening in a new tab.

Change to customer view page to prevent salesman display when salesman is marked as deleted.

Fix to prevent showing a server error when emailing with the invoice Small3 template.

Invoice view page will now show a "Email Pay Link" option when the user has an email template setup that does not contain the {paybutton} text.  The template will then be appended with that payment button when using this button.

Modified the PO data table so PO numbers are sorted numerically first, then alphabetically.

Changed wording for activating deleted records so it mentions the specific thing being reactivated instead of saying to Activate Deleted Item.  Fixed issue preventing item vendor records from being reactivated properly.

Removed PSiGate as a credit card processor so new accounts can't be added. Changed the credit card account setup so settings that have just one option will be hidden. Removed the descriptive text for each cc setting and replaced with a help point.

Fixed issue with line item cost GL accounts not being saved correctly for service orders.

Fix to main UI's left menu to prevent hidden last item, caused by scrollbar not appearing soon enough.

Added extra checks when converting service orders to invoices to ensure GL accounts are set for GL transaction shipment entries. If not set, the conversion process will roll back.

Fixed issue with the Balance column not displaying properly in the invoice datatable if there weren't interest charges.

Change to pay void via invoice view page: will now show error/success message as popup.

Change to the Require Serial Number feature to support negative QTY sales.

Fix to RMA Misc Credits marked as taxable not having taxes applied.

Change to item options on Fulfillment Orders

 * Opening an existing order and then saving will no longer auto-change the price of an item option (if that item option had a price change after the order was last saved).

Modified the Region Sales Summary report so that it will ignore canceled sales territories.

Change to customer import/export edit tool:

 * Error messages will now be shown when a lookup by name fails for: Sales Categories, Salesman, Tax Exemption, GL Accounts, Invoice Terms, Price Levels, Customer Groups and Tax Groups

 * * Failed lookup fields will not be updated anymore (was being set to 0)

 * * * Blank options will still write as 0, without error, expect for Invoice Terms. An empty string for Invoice terms will not update the record.

Change to ship-to and sold-to formats so that a default format will be used when setting is fully blank.

Fixed issue with voiding and refunding credit card transactions for USAePay. Voids weren't working previously and credits would only work if the full cc number was entered and so not in the case where a previous charge needed to be refunded if voiding failed.

Added filters to Verify Inventory so specific items or categories of items at specific locations can be verified instead of all items and all locations at once. Added display of items that were verified along with their before and after cost and value at the default cost method.

Added missing Account Description column to the Import Accounts import template.

Fixes to "My User" page

 * Was overwriting user settings, setting to 0 or empty strings, for settings not available on the "My User" page (admin edit page settings).

 * Hid the "Default Homepage" setting, as this only applied to the classic NP5 UI. (Except for when the feature b2b appointments is enabled)

Fix to "Pay By Week" report so that misc-pay isn't excluded

Changes to Mobile Menu:

 * Fix to menu not displaying when not on the menu UI page.

 * Restored animation.

 * Restyled mobile menu to be larger.

 * Added events to auto-close the menu when the user clicks out of the area.

 * Screen rotation will no longer close the menu.

Fix to top-right main menu buttons' title text being shown over top slide-in panel on mobile devices.

Fix to taskbar buttons double firing click events.

Fix to vendor's "Allowed Payment Method" section.

 * Will now correctly show as "No" when the allowed payment record is missing.

Fix to "Special Check Size with GL on stub" check format to correctly overflow, vs creating a new page for each overflowing line.

Fix to customer statement's interest total calculation being added incorrectly to the line total.

Added new Inventory Location setting "Inactive."

Change to Item Location Stats page to exclude inactive location (line will show when on-hand/available qty, but as grayed out).

Change to block selection of inactive locations (except when that line is assigned to an inactive location already).

 * Transfers, Orders, Quotes, Invoices, Point Of Sale, Shipping, Inv Counts, Purchase Orders, BSR/SOQ, Returns (RMA), Invoice Item Returns.

Change to auto complete boxes to exclude inactive locations.

Change to various report to allow showing inactive locations for selection.

Added lang code to html header tag to prevent Chrome browsers from trying to translate the page incorrectly.

Fix to email address validator to allow '-' character.

Fixed issue with the Inventory Aging report leaving out inactive inventory locations.

Added a way to view itemtransaction records for an item with a "born on date" attached. The born on date keeps track of when the item originally came into inventory. For transfers and cost adjustments, the original born on date of the incoming items is used instead of the transaction date as is the case for POs and physical adjustments.

Added block to prevent invoice returns from being created if the return quantity is zero. Also added code to set quantities back to zero if a negative quantity is entered since negative returns are ignored.

Modified the inventory aging calculation so that for incoming quantities it will increase any negative buckets first before putting the remaining amount in the appropriate bucket based on the transaction date.

Change to Order Saving

 * Will now allow saving of negative taxes

New PDF Settings under Admin -> Billing -> Company Options -> Formatting -> Invoice Format

 * Header Address

 * Header Contact Info

 * Header Company Name

 * Invoice Header Logo

 * Invoice Language

 * Ship To Box Title Position

 * Sold To Box Title Position

 * Draw Lines in Ship To and Sold To boxes

 * Show Grid Lines in Sales Table

 * Hide Header

 * * Show Blank Header Height

 * Hide Header Border

 * Use Customer Table Layout

 * * Invoice Table Layout (Controls to hide/show columns, set alignment, font size, column order, column header text)

 * Show invoice total in words (used to be only accessible via an add-on)

 * Item Table Header Font Size

 * Subtotal Includes Taxes

 * Hide Total Due

 * Hide Total Paid

 * Include Currency Code With Total

Changes to PDF Column Settings Control

 * Added way to flag certain columns as "Show Subtotal"

 * Added way to override the column's header text

 * Fix to not always saving after changes are made

Fix to prevent customer's selected sale taxes from being changed by viewing an old order.

Added option on the Inventory Aging report to show aging steps per transaction for a selected item.

Changed the appointment scheduling tool so the Reserve Appointment For New Customer and New Customer buttons open in the same frame or a new subtab instead of breaking frames. Added a redirect back to the appointment scheduling page after creating a new customer with the Reserve Appointment For New Customer option.

Fix to DB Update: When updating a TEXT/BLOB field that is indexed, some versions of MySQL/MariaDB will halt because of a missing key length.  These versions of MariaDB/MySQL will now drop the conflicting key.

Fix to PHP fatal error when not reporting by location on the Back Orders report.

Removed "Purchase Remotely" column when not applicable from the "Calculate Item Reorder Points" page.

Fix to UI Alert Messages from Noguska appearing multiple times on 32bit systems.

Added a column for unit of measure to the inventory aging report.

Fixed issue with special sales pricing pdfs where code hadn't been added yet to display the special price based on static or margin-based pricing depending on the customer or company setting.

Fix to Inv PO creation not creating a correct total when an item isn't linked to an item-vendor record.

Added display of assigned GL account cost centers on GL account auto-complete boxes.

• IRS 1099 updates for 2020 filing.
• 2021 USA federal and state payroll tax tables available.
• Help text added to more fields.
• General bug fixes and licensing system updates.

• Version 5.0.18324 removes the old menu style. Visit support.nolapro.com/knowledgebase.php?article=462 for more information.
• Numerous enhancements and bug fixes.

Fixes

• Summary's bank account where not showing proper total. Was not applying posted-to-date when totaling, as if they were always unposted.
• Fixed ship-to addresses not showing as sorted on order entry.
• Moved service order clone button so it always appears.
• Changes to check prints in last release made is so that Middle Check format was not showing a duplicate bottom section to match the top. Instead it was trying to list overflowing invoices to this bottom section. Check at Top format will show one large invoice listing; Check in middle will show 2x copies of a smaller invoice listings.
• 3dcart customer update was crashing if customer data contained an &.
• E-Mail SMTP settings for user's was not loading for user's edit page.
• Changed the prox discount date calculation so if prox months is zero it'll allow a discount date in the current month if before the discount day of month. Also, it will set the discount date out into the next month as before if the discount date has already passed.
• Added setting of "2nd Stub is a copy", for checking accounts, to allow printing with the old behavior.
• Fix for invoice's table not showing correct "1 - x of x" footer.
• Fixed SQL error for ar-checks & restored missing apbill-comments.
• Customer merge tool was blanking out the e-mail's send options (invoicing, confs & quote check-boxes).
• Fixed issue with bank rec detail links taking over window.
• Fix to print/export/pdf on report table. Corrected conflict where buttons would not be clickable.
• Several fixes to the Adv. User Rights selection table. Removed underlines for barren nodes (those without children). Fixed several STR_ defines missing. Sorted alphabetically.
• Fixed issue with customer overdue info appearing on nporder.php when no customer is selected.
• Fixed issue on Adv Rights setup where pages that appear in multiple menu locations were not updating all menu locations on change.
• Fixed issue with eft payments where a vendor with no bank info following a vendor with bank info would have a transaction submitted to usaepay.
• Fixed issue with the voucher detail page displaying the wrong employee for the payroll check.
• Fixed issue with order totaling, for service order's, where tax total was ignoring customer/shipto tax-exempt status.
• Fixed issue with log hours extra hours auto complete look-ups not functioning.
• Fix for dataTable's column-search function where the Unicode like 'A' was appearing before the double arrows.
• Fix for issue with deposits not matching values in the order-deposit table, would cause an order to become undeletable.
• Fixed payment method on order import.
• Fixed to Service Order page that was causing loss of line item sales tax.
• Fixed selected RMA condition not carrying over to revival. (RMA Batch Create).
• Fixed for customer accounts being listed twice under Reports -> Billing.
• Fixed issue with the sales account saving properly when adding new items.
• Fixed issue with int to alpha index for values over AZ on long import templates.
• Fix for invoice's pdf not showing line items for certain setups.
• Fixed issue with customer import not allowing for commas in field values, even if properly enclosed in quotes.
• Fix for "Exclude Deleted Accounts" not working on the Balance Sheet report.
• Fixed payment plan automatic emailing to choose correct email, no email unless chosen to receive invoices.
• Fixed entries under customer's "Recent Invoices" that would some times show as red when at $0.00.
• Fix for old server setups not supporting new HTTPS rules, for login authentication. Also, will not use HTTPS to download PDF software.
• Fixed an SQL error with check voiding that was preventing the company contribution from being included on the employee pension credit ap bill.
• Fixed issue with adding more lines to existing POs.
• Fixed issue with dashboard summary P&L not limiting to the current company for gltransvouchers properly.
• Fixed issue that would blank out the job info after selecting a job on the POS/FO page.

Additions

• Added support for Credit Card Terminals.
• Added discount and net columns to the Approved Bills Report.
• Added columns for gl account, cost code and gl category to the customer payment import.
• Added an option to include customer notes on the job history along with showing the AP bill description and showing the check number and hours for labor entries.
• Added a ssn duplicate check when adding employees.
• Added options to hide item codes and the job code from invoice PDFs.
• Added options to show cost code and gl category for direct gl entries on the bank rec.
• Added: Income -> Orders -> Fulfillment Orders -> Create Multiple RMAs.
• Added: Admin -> Orders -> RMA Setup -> RMA Settings section (Next RMA Number & RMA Return Policy).
• Added a new setting for terms for the specific date to pay out of the default company round dates when using the approval process for AP.
• Added "Hide Customer Overdue Notice" found on the user's edit page, under Module Access -> Special Access Rights.
• Added Admin -> Payroll -> Employee Certificate Types (extension of vendor_certificates add-on).
• Added report Payroll -> Home -> Expired Certificates.
• Added "Default Option Group For All New Items" setting for Items Options Groups. When changing this stetting, you will be shown another option to either Add or Remove this option group from all items.
• Added an option to the Job History report to show the Cost Code in a separate column.
• Add a "PO #" column to recent-invoice, recent-orders & recent shipments on the customer's view page.
• Added an option to hide the customer number on the invoice pdf.
• Added Tools -> Imports -> Import Orders.
• Added Tools -> Imports -> Import Purchase Orders.
• Added New Option: Admin -> Billing -> Company Options -> Formatting -> Other -> Display Sales Person Info In Quotes Header.
• Added New Option: Admin -> Billing -> Company Options -> Formatting -> Other -> Display Signature Line In Quotes Footer.
• Added setting to block automatically filling in the GL amount when adding new AP bills.
• Added Income -> Orders -> Ship Order -> Ship Multiple Orders.
• Added Tools -> Imports -> Import CRM Tasks.
• Added Tools -> Imports -> Import CRM Task Activity.
• Added drag-and-drop upload ability to the page after importing vendor bills.
• Added date column to CRM Task Activity import.
• Added customer "Account Open Date" to customer import.
• Added "Cost" and "Unit" to order import.
• Added Tools -> Imports -> Import Files.
• Added Admin -> System -> File Categories.
• Added Aging, Credit Limit, Closed & On Hold to Tools -> Exports -> Export Customer Balances.
• Added "Soft Close" option to the close-year feature.
• Added Tools -> Import -> Import Item Transfers.
• Added Tools -> Import -> Import Item Search Categories.
• Added PO#, Preferred Notification Method & Ship Method to invoice import. Fixed invoice's edit page to show selected method.
• Added UPS SurePost as an option on shipping calculator.
• Added new Fulfillment Order shortcut to the Customer page taskbar.
• Added way to upload default documents that will attach to quotes, orders and invoices when printed or emailed; This also includes the ability to attach documents uploaded specifically for the quote, order or invoice.
• Added new company option: force single customer email per input.
• Added "Product Type Tax" system (useful for Lumber, Alcohol, Tobacco, etc...).
• Added check to FO/POS/Customer & Job edit pages so that when a zip-code is entered, it will do a lookup to see if the state/city & county matches. If not, it will present a pop-up recommending it be set to proposed values.
• Added Authorized Buyer column to contact-import.
• Added inventory-type select below each item-autocomplete box on FO/POS entry. This will limit the autocomplete lookup and alter the UI for that line to hide certain fields depending on type selected.
• Added "Shipment" section to the invoice view page.
• Added option to update 3dcart product warehouse bin from item location bin_shelf. Happens with standard item info update once new setting is enabled. 3dcart order import now keeps date order started and date last updated at time of import, each in read-only custom fields.
• Added way for users to set where in the body of the message the survey link appears.
• Added "Contact" to invoice, invoice-imports, orders and quotes.
• Added a way to set a single transaction maximum for EFT/ACH payments.
• Added Sales Person to customer's view tab.
• Added Invoice Date, PO #, Paid Date & Check # to the invoice table on the job page.
• Added customer setting to require PO # on orders.
• Added a new bank rec section for bank transfers entered via manual checks or ap bills.
• Added check for duplicate vendor code (on new vendor entry). Will show the user the option to restore a deleted vendor if matches.
• Added company-user setting to hide GL info on FO / POS page.
• Added display of GL post date on vendor bills along with a link to the GL entry.
• Added a way to run the AP Aging report based on GL Post date.
• Added a way for each employee pension plan to set a maximum amount to deduct per year. Will now show a running total for the current year next to the maximum amount box. Modified calculation page to stop deducting once the cap is met.
• Added Cost Code (Location), GL Category (Department) and GL Accounts to AP Aging - Detailed.
• Added "Show Only Not Yet Cashed Or Cashed After Period" option to the Check List report.
• Added AP-Company setting to restore old discount behavior on credit apbills.
• Added user setting of "Payments Daily Close Management".
• Added "Direct Cash Payments".
• Added Expense type setting (Options: Expanse, Cash or Both).
• Added "Show Purchase From Cash Drawer Link On POS" setting.
• Added a new company option to force quote line items to be an inventory item when converting to a fulfillment order. Alert prompt gives link to new item page.
• Added several new invoice PDF settings: "Invoice Header Text", "Hide Terms on Invoice", "Ship-To Sub Text", "Sold-To Sub Text", "Invoice Page Footer Notes".
• Added a block to creating canceling entries on the voucher detail page if the month and module has been closed.
• Added "View Entries Missing Department Or WC" to the Workman Comp report.
• Added to the GL import a way to block transactions without cost code or gl category if the account is set up to require those.
• Added listing of Unassigned Workers' Comp and Departments to the Payroll -> Reports -> Payroll Info report. (Workers' Compensation Summary/Detail & Department Wages Summary).
• Added tracking of inventory-location and cost-code on payment records.
• Added new add-on feature "Custom Order Numbering Schemes" to allow custom numbering schemes (with prefix) per company and per order type (service order, fulfillment, or quote). When activated, menu item replaces older "set next order number" page with Custom Order Numbering under Admin -> Orders.
• Added "Daily Drawer Close" feature.
• Added better error reporting for GL imports.

Changes

• Faster DB Update by ignoring empty custom language defines.
• Modified the check printout to use size 9 for invoice details if there is just one table and also expand the Notes area slightly as well.
• Modifications to the AP Variance report to show bills and payments that post into a different month than the original entry; also added a filter to only show lines with differences.
• Invoice line description's size in DB was larger than what is editable on the page. (now 255x chars).
• Modified direct GL entries on the high volume view to group by entry date if posted in the same month as entered.
• Change to bank-statement import (OFX) too. Set voucher's date to the date given on the bank-import vs NOW(), so that this matches the previous behavior of creating GL entries for the import.
• Changed the Account Activity report to show All entries by default instead of just the unposted as showing the unposted is a less common option.
• Added blank vertical space between line-items on Quotes PDFs.
• Modified the date for the reversing entry when editing ap bills so it uses the date of the original entry; it had been using the current date of the bill which might have been changed for the current edit.
• Changed the posted and unposted total on the GL close month page to ignore gltransvoucher entries that don't have any related transactions.
• Change to invoice import. If invoice number is not found, one will be generated.
• Change to contact page (customer & vendor). Changed layout to better utilize screen space and prevent long down scroll.
• Change to invoice's shipping section. Will now show entered carrier info on the invoice if no shipments exist.
• Increased the number of available years for credit card expiration dates since prepaid cards sometimes go out 9 or 10 years.
• Modified the invoice pdf to handle case where arinvoice.shipping_method links to carrierservice.id instead of being a text description.
• Change to invoice import so that contacts will auto-generate if not found.
• Change to vendor's view page. The vendor terms will now be shown under the view tab, in the top middle section below "Status".
• On adding shipment, Freight Charge label was changed to Freight Cost to help eliminate confusion. This field is a record, it does not charge the customer this amount.
• Set the default date search to be by Posted To Date on the Account Activity report to better match values in financial reports.
• Changed the default page size for the account activity report to be 500.
• Changes to Payroll check writing. Added tracking of apbill.voucherid during payroll check writing and check voiding. Added gl entries to company contributions ap bill since it was missing its own set. Adjusted the pension company contribution ap bill section to only create a bill if the company contribution wasn't already included in the employee deduction section. Added creation of credit bills for standalone company contributions since that wasn't being created when voiding checks.

Fixes

• Fix for marking a PO as complete not working.
• Fix for PO received when Pre-Paid by CC, was showing the option to Pass to AP (should not be shown).
• Dashboards Income/Exp was missing current month.
• Customer's notes tab sizing corrected.
• Dashboard: Fixed total listed for Orders (matches drilldown query), fixed time display (noon was am)
• Bypassed unload warning on company changes
• Removed payment-type options for POS when 'Hide Payment Options After POS' setting is enabled.
• Fixed timecard's first tab not being activated by default.
• Hide Advanced Options System Setting was inverted.
• Fixed dates in dashboard summary and enhanced profit & loss summary
• Fixed Invoice UnPosting. Was creating reversing entries for original posting vs reversing the last posting.
• Fixed issue with Item Options loosing item-location data.
• Fixed issue with checkbox type Item Options not showing as checked after save.
• Fixed issue with POS sale of an item attached to an item-option. Was saving qty as committed instead of sale usage.
• When using readonly-cogs add-on. The cost input will now be read only also, vs just skipping the save.
• Fix to item-family selection on FO page. Race condition prevented some items from saving.
• Removed Interest-Invoices from appearing as an invoice on the customer statment.
• Fixed Interest Add / Prior & total calculations.
• Fix for Order Deposit amount not auto-filled for fulfillment orders.
• Fixed issue displaying CC daily totals in the standard bank rec view
• Setup shipment page to prevent possible double submit issue.
• Corrections to gl-transaction-import. Fixed issue with first unbalanced entry caused all following entries to be unbalanced. Correction to error messages, was showing errors under 1st voucher's name instead of actual erroring-voucher's name.
• Change to NP6 control-panel view. Fixed "No results Found" message showing when results were actually found.
• Fix to POS invoice save for when no price-level is setup.
• Fixed dashboard checking account summaries. Bank Rec link was not working,
• Dashboard 8 week summaries were showing duplicate dates, blank entries, and 9 weeks. Items now only show 1 line per month but looks much better.
• Fix for recurring GL entries set for last day of month.
• Fixed date lookup on P&L summary.
• Fix for all b2b users showing for any company
• Fixed issue with NP6 vs Spanish menu. Was missing taskbar under Orders tab.
• Credits were showing in totals on AR aging report whether selected or not. Also fixed wrong original invoice total, and total amount due.
• Dashboard checking accounts and CC accounts date fix.
• Fixed issue on account activity report when there is more than one entry in a voucher set with the same account and amount; the duplicates were purged
• Fixed payment import so checking the amount already paid works the same regardless of database transaction isolation config.
• Fix to prevent NP from generating a "C:Program" file by mistake during the mysqldump
• Fix for credit invoices that where appearing on the bank rec with a value of $0.00 but causing the deposit to be unbalanced (error 9987.6) when included and saved.
• Fixed double listing of Payment Plans in dataTable.
• Fix for missing IA_BEN field set to Nelco during W2 filing; this is required when filing W2s for Iowa
• Fix to ignore zero amount entries when editing vendor 1099s. This will prevent vendors from attempting to be filed if for some reason the user has entered zeros for all columns for the vendor.
• Fixed Item code not being carried over when reordering via the Item Reorder List.
• Fixed issue where POS didn't have a save button if the option to hide payment buttons was selected
• Fixed issue with browser cache not clearing after login.
• Fix for Admin → Setup - Billing → Company Options → Invoice Using Current Date Rather Than Payment Plan Date. Was not applying to due-date nor showing on screen as the correct invoice-date.
• Fix for setting: Admin → Setup - Billing → Company Options → Invoice Using Current Date Rather Than Payment Plan Date. Due-Date will be based on invoice terms.

Additions

• Added ability to edit an invoice via the POS page.
• Added display of cost codes to after all customer / vendor names.
• Added a way to delete Bank Recs and review previous recs. (Ledger -> Bank Reconciliation)
• Added new company option "Automatically select sales tax on fulfillment and POS orders" to enable sales tax auto select attempt from current shipto on FO and POS.
• Modified the Bank Reconciliation page to allow for high volume processing. The high volume view will allow loading data by day or month so not all is sent to the screen at once. Modified the reportcachenav to allow multiple tables on the same page with caching.
• Added import tool for Customer's Ship-to records.
• Added a new item setting under General -> Advanced -> Lock Price & Cost During Sale
• Added notes tab to job page.
• Added an option to hide the payment boxes that appear right after saving a POS invoice. (Admin -> Billing -> Company Options -> General -> Payment -> Hide Payment Entry After POS)
• Added a default checking account and closing date for the bank reconciliation page
• Added ability to edit GL entries as either One column or Two Columns (Credit & Debit) See company options.
• Added hide cost code entry from Add & Edit GL entry pages. See company options.
• Add an option to hide the Cost Code from AP pages: Manual Checks, POs and AP Bills (Admin -> Payables -> General Setup -> Hide AP Cost Code Fields)
• Added Discount Date filter to the approve bills page
• Added payment method filter to check list
• Added customer add/edit form validation requiring company or first & last name
• Added "Add" & "Search" button next to several auto-complete boxes.
• Added new "Default Quanity Shipped to Zero" and "Default Quanity Received to Zero" settings under company options -> invoicing & ordering, and payables general setup respectively
• Adjusted UPS Pickup & Delivery times on the shipping est page.
• Added blind shipping option to ship to entries.
• Added an option to hide the Endorser box when writing checks
• Added autoselect option for Invoice End Notes. If enabled, the note will automatically be selected when starting a new order or invoice.
• Added sales tax import tool.
• Added a way to review Inventory Adjustment Requests under Inventory -> Count Management.
• Added a way to enter Inventory Adjustment Requests under Inventory -> Count Management -> New Stock Check Request.
• Added SSL support to mysql-connection. Added new my_defines.php settings for 'DB_SSL' and 'DB_TIMEOUT' (optional and safe to not have defined)
• Added new fields to vendor-import: Default Payment Method, Default Payment Account, Routing Number, Account Number & Default Shipping Method
• Added "Login as User" button to the B2B user view/edit page.
• Added way to have a main receipt record for receipts with/without PO; set up script to update existing systems.
• Added in setting to GL account activity report to hide accounts with no activity.
• Added a way to designate a pension plan as a W2 Box 10 Dependent Care Benefit.
• Added ability to change the status to Shipped on the Intercompany Item Transfer page. Added Printout for shipments. Added GL transactions for in-transit. Added Item transactions for shipment.
• Added pagination for the voucher detail page.
• Added a way to choose to create a PO via a popup on fulfillment orders, when the QTY is not available at the current location.
• Added new user setting "Show Item Search Icon in Header" that, when enabled, adds a shortcut to Quick Item Lookup in top header (left of dashboard icon).
• Added a column on the AP bill csv import for Comment.
• Added a way to prevent negative checks from being written on the approved check write page.
• Added the ability to import a Payment Date during bill import.
• Added the un-invoiced amount to the Open Orders Summary report
• Added user setting to view/edit customer and vendor bank info; also added rights check to EFT report.
• Added EFT Report to payables reports in addition to billing reports.
• Added setting under company options -> formatting -> other, to allow zero quantity on quotes.

Changes

• New options for Inventory Type: Stock, Non-stock, Other Charges.
• POS/FO line item description boxes will now auto-resize to fit contents.
• Changed the buttons on the page after saving a POS invoice so that they are in the top bar.
• Changed the Payment Report page so that Voids are excluded by default.
• Modified Check template #6. Changed vendor's name/address section to use the Company Name of the vendor instead of the Pay To Name.
• Moved "Tax Class" field on POS entry into the main line-item row as a column. (was hidden under additional line-item options)
• Modified pay stub to show notes for misc taxable pay lines
• Moved hours entries up on the check stub and stub will now show a separate line for each scale hour.
• Acct Summarization Assignment: Added pagination.
• Modified the PO receive and PO-to-AP to use Pending Vendor Credits account instead of inventory variance, when QTY is negative. (Payables -> General Setup -> General Ledger: New account setting called Pending Vendor Credits)
• Modified the POS return process to allow returns on invoices not yet paid
• Export on Order's dataTable was prepending order notes to the customer column (now removed).
• Major internal changes to itemtransaction table usage.
• Set default selection of location to be the default inventory location (as set in Admin -> Inv -> General)
• Alphabetized the Tools -> Imports links to make it easier to find links if a bunch are active
• Modified the AP bill edit page to recalculate the discount amount if the total changes, recalculate the discount date and due date if the invoice date changes and do both updates if the vendor is changed for the bill.
• Modified POS gl entries so that zero entries won't go in.
• Modification to not calculate negative AP discounts.
• Changed shipment-reversal voucher to be dated the invoice-date, instead of dating this as the same as the voucher it is reversing.
• Prevent orphan-line so that no product line is cut in half on a packing slip.

• Massive update to login process. Reduced login time by faster redirections and less curl wait. Faster logout.
• Massive update to restructer the language tables (to allow table engine change to InnoDB for ussage with Galera server setups.)
• Massive update to NP6 UI link targeting. More links will now open in the left-tab vs a new browser tab. Added better left-tab titles.
• Added 'AR' setting to checking accounts. Only AR accounts will appear under AR Enter Payments.
• Added Job search to the customer lookup (popup page).
• Added Job columns to the Recent Invoices and Recent Payments reports on the customer's view page
• Added "Aging Summary" to the customer's view page. Links to the Aging - Details for that customer.
• Added file uploading to Vendor Bill entry.
• Added ability to attach files to an AP payment (manual payment).
• Added check file's display to apchecking (only if one check is present)
• Added display of customer account number to Customer Account page
• Added an option to include the customer account number in the auto-complete lookup. By default this won’t be active.
• Added "Company Options -> Formatting -> Invoice Format -> Split The Item Code & Description" to the HTML view of the invoice (was only PDF)
• Added "Admin - Billing -> Company Options -> Payment -> Minimum Finance Fee" setting. Applies to deposits and payments (limited to Finance Charge For Payments addon)
• Added way to manage a list of interest charge options. Edit table link will be found next to customer's setting (on customer edit page).
• Added new setting "Setup - Billing -> Company Options -> Defaults -> Invoicing -> Charge Interest How". If set to "Create new Invoice" the system will not apply interest to the invoice, instead it will create a complete new invoice.
• Added a way to pay pre-approved bills with ach and cc. Modified the cc bill process to add other bills to the cc bill.
• Added an email template for vendor payment notification and added way to send notifications when payments are made
• Added interest lookup against the interest-invoices for customer statement.
• Added company setting to show interest summary on the customer statement.
• Added default GL per card to the cc purchase system and to added ability to allow saving with just a GL account and not a purchase type.
• Added a way to import cc transactions via CSV.
• Added an option to set a minimum Interest charge amount.
• Added ability to upload documents when creating journal entries.
• Added options for GL Posting to change how to select (1) Auto - All: Posts all unposted to the date of their entry (2) Auto - Range: Posts all unposted to their date of entry from date-range given by the user (3) Manual: Old method to select From & To periods.
• Added a "Cancel" button on the voucher details page, and voucher edit page. This will create a new voucher to cancel out the existing entry. A voucher cannot be delete or edited if a canceling-voucher exists. A canceling-voucher can only be deleted, not edited. The original voucher cannot be changed until the canceling-voucher is removed.
• Added a way to import employee out-of-pocket expenses via csv file and turn into AP bills
• Added the ability to set, and edit, a time period (day/week/month/year) and number of times to repeat the posting when posted. Modified the recurring journal posting process to generate entries based on the time period and number of times to repeat. Corrected the "Recurring" GL entries dataTable to show only recurring entries. Excluded non-recurring entries from the standard Journal Entries dataTable. Modified meta-menu to show child/parent journal entries caused by recurring entries.
• Added a new option to create a reversing journal entry
• Added ability to upload files after GL-transaction import.
• Added ability to post all entries at once in a recurring-gl-entry vs posting of each individually.
• Added new columns to GL Transaction Import *Cost Code *Define recurring entry columns *Reversing date
• Added ability to the budget add/update page to allow modifying multiple GL accounts at the same time
• Added a way to import GL budgets via csv file
• Added new add-on for GL Categories
• Added integration with RingCentral. Added ability to fax invoices and customer statements. Added 'fax' addon.
• Added setting Prevent Duplicate Ship Names
• Added setting to block the "Order Status" page on B2B
• Added add-on 'autoimport' which will allow the user to upload CSV files into the ./uploads/ folder and the system will import them as they are found.
• Added add-on Import Log
• Added job and GL category columns to the GL transaction import.
• Added cost code and GL category columns to the invoice import.
• Added GL category tracking and filtering to the interface
• Added cost code, category and job (if not blocked in AP) columns to the AP bill import. Also added batch tracking.
• Added B2B "convenience fee" setting to Billing -> Company Options. Ability to disable fee by customer. Fee creates new invoice just for the fee. Invoice is hidden from B2B and marked as Paid. If payment is made void, invoice is deleted.
• Added ability to import GL accounts without deleting existing entries.
• Added a Trial Balance Report that shows net activity in the selected period and the current balance for each GL account
• Added a way to create a credit card bank deposit
• Added add-on for uploading files via scanning with Dynamic Web Twain.
• Added display of the vendor ID on the vendor edit page
• Added import options for Jobs, Customer-Payments & Vendor-Payments.
• Added a way to close months in the GL
• Added a warning message to the top of the dashboard pages when STRICT_TRANS_TABLES needs corrected
• Added a way to assign GL budgets to cost codes and GL categories
• Added support for cost codes and GL categories on the variance report and budget table.
• Added add-on/integration with Postive Pay
• Added 'Has Cost Codes' & 'Has GL Categories' fields to GL Accounts. (Limmited to add-ons)
• Added display of previous approvers to the PreApprove AP-Bills page.
• Added a setting for the API so that a hash is not required. The api key will need to be sent instead.
• Added Fields to AR Payments: Customer ID, Customer Code, Customer Name
• Added cost-center to GL Account import
• Added account type of "Other Income and Expense" to Admin -> Billing -> General Setup
• Added customer setting "B2B Allow CC Payments"
• Added invoice/pos setting "Preferred Invoice Notification Method"
• Added customer setting "Preferred Invoice Notification Method"
• Added display of AP bill documents on the voucher detail page.
• Added link to AP bill and display of AP bill docs on the gltransvoucher meta menu.
• Added a way to Fax and Email batches of invoices on the Reprint Invoices page.
• Added column sorting to the AP Bill pre-approval page
• Added a link on the check number on the Bill edit page
• Added B2B user data table view
• Added B2B mass user create for customers
• Added ability for the admin to auto-reset & e-mail the b2b password on the b2b-user edit page.
• Added export capability for Task Activity table
• Added product image display to auto-select drop down's and item search page. (b2b)
• Added link to Product PDF and Product Sheet PDF to item search page and add-item-to-order page. (b2b)
• Added Transaction Description field & Progress Bar to the GL Transaction Import.
• Added display of attachments for invoices to the B2B site under Invoices -> Invoice History
• Added sending of level 2 data for cc transactions to USA ePay
• Added "Exclude Invoices Marked As: Pull" checkbox to the Reprint Invoices report.
• Added links to vendor bills, pr deposits & checks to the Bank Rec Uncashed Checks and ACH Payments section.
• Added columns for Cost Code and GL Category to the Journal Report. Also allowed you to run the report for all modules at once.
• Added display of Cost Code and GL Category to the voucher detail page.
• Added cost code and gl category columns to the account activity report
• Added Commercial AP file generation and sFTP action.
• Added e-mail template for Purchase Orders. Added setting for this under Admin -> Payables -> General Setup -> Formatting -> Purchase Order Email Template
• Added "Post Entries" option to GL Tranascation Import.
• Added a popup message when a user submits data, but appears to be truncated by the max_input_vars php.ini setting.
• Added basic form check for the AP Bill Add page so it will let you know you need an invoice number, vendor, total (0 is accepted) and invoice date
• Added columns for cost code and GL category to the CC purchases csv import
• Added display of PO receipts on the AP bill page to be able to see and link to sources for AP bill
• Added a column for PO # on the Customer and Vendor Activity (CRM) reports. Will show PO #s for related orders, invoices, invoice payments, AP bills, bill payments.
• Added an option on the Payment Report to show the ship to zip code
• Added ability to allow duplicate customer names during customer csv import, but not customer codes.
• Added a download template option to customer import.
• Added display of the bank GL account on the bank rec page
• Added a customer code column to the AR invoice csv import
• Added a way to allow duplicate vendor names, but not duplicate vendor codes on the vendor import.
• Added a download template for the vendor import
• Added import template to the GL import transactions tool.
• Added an e-mail notice option for when a user approves a bill.
• Added columns for vendor ID and vendor code on the AP bill import
• Added customer code to the customer's edit page's header.
• Added Client Project Number to the invoice PDF.
• Added display of the Client Project Number, if set, to AR Statements.
• Added Tools -> Imports -> Import Invoice Changes. This will allow the user to upload a CSV that has customer/job changes for an invoice.
• Added warning message for when the user failed to select a value but had entered text. (Change to auto-complete boxes)
• Added an option to sort by billing zip code on the Reprint Invoices report.
• Added ability to the customer import to allow duplicate customer/company names, but not duplicate customer codes.
• Added a progress bar to the customer import tool.
• Added a column for the Balance Due (Changes to Charge Interest)
• Added ability to reorder top-tabs and hide tabs. Affects more NP6-UI tabs.
• Added ability to view Internal Comments on a service order after its been invoiced.
• Added 'no records found' message with link to clear search for NP6 Control Panel UIs. Added 'ESC' clears search.
• Added invoice number to attachment filename for when emailing.
• Added separate column for line-item-date for the Invoice PDF (if any line-item-dates are set)
• Fixed issue of Employee List links not showing list properly
• Fixed issue with PDF export on AR Aging
• Fixed image layout when viewing invoice. Prevented large company logos (set max size).
• Fixed error when saving user rights. Error when saving advanced user rights, caused by missing entry (will now insert if needed).
• Fixed issue where the vendor price update during PO to AP rolls back everything if the vendor isn't set up for an item (no itemvendor)
• Fixed issue with balance sheet net income calculation where it would send a bad date to the currency conversion function and so the net income wouldn't match the value in the P&L
• Fixed conflict with NP6 when database has custom mysql-views
• Fixed issue in variance report where recalculating would only show budget amount from one month.
• Fixed issue in budget table so that it multiplies by the sign for the budget line.
• Fixed floating headers on invoice payment entry page.
• Fix stub overflow (>45 on check).
• Fixed missing "void" on overflows with stub in middle.
• Fixed issue where the customer email addresses weren't passed when emailing an invoice
• Fixed issue with B2B invoices not printing when certain options are enabled (barcode & format-option).
• Fixed issue with exporting GL accounts from the dataTable view.
• Fixed issue with Vendor Activity quick links.
• Fixed Import Customer Payment (was not marking invoice as paid)
• Fixed issue where negative AP bills would be closed out when editing
• Fixed bank deposit add page to ignore returned checks (checks with negative amount) as these will show directly on the bank reconciliation page
• Fix for SUI tax's apbill bing assigned to the wrong vendor (when multiple SUI states are setup).
• Fixed issue with YTD vendor payment report last year calculation
• Fixed issue with print order deposit on payment report
• Fix for floating headers of DataTables when viewed as an iframe.
• Fixed slow Summary Dashboard loading.
• Fixed very slow dashboard page loading do to weather lookup (yahoo weather API no longer exists)
• Fixed PDF text overflow missing when wrapping to new page. Most PDF were not affected by this.
• Fixed customer invoice summary showing negative balance on settled invoices with interest. Due to calculating interest paid but not calculating interest into the total invoice amount.
• Fixed invoice entry page (not POS page) unable to leave the customer-input box without page refreshing.

• Fixed error when adding new vendor.
• Fixed bug where order with deleted customer would still be displayed.
• Item setting "Item Ships By Itself" couldn't be saved as unchecked.
• Fixed MIRC info printing always at top, even if check-in-middle format.
• Fixed issue where deleting an AP bill would create new PO receipt records.
• Added overpayment invoices to the non-simple customer statment.
• Change to wording on pension new/edit to make clear you are selecting taxes that don't apply to the pension amount.
• Fixed disallowed characters error.
• Fixed issue with the Vendor Items popup from the vendor page.
• Fixed issue with check-date being set to all zeroes.
• Fixed missing Text Help links in NP6 UI.
• Correction to SQL that was pulling incorrect figures when doing a compare-period.
• Fixed issue where accrued hours reduced if there were hours for the week even if accrual block option was on.
• Correction to issue with marking a Vendor Bill as complete when paid in full but a discount was applied.
• PO List's DataTable was showing the PO# column instead of the "Print Checklist" column.
• Fixed issue with sending customer statements when using an e-mail template.
• Auto build BOM add-on was auto building non-composite items.
• Fixed issue with vendor-terms using the "Months For Prox" setting not applying when importing bills.
• Fixed issue with importing gl account file with blank lines.
• Changed unpost process so that year-end entries can't be unposted. Must void year-end close.

• Added a way to set a date for each line on FOs and invoices
• Added refresh button to internal-tab's context menus. Also added icons for refresh/close/new. (NP6 UI's left menu)
• Added "Ship Another Order" button, similar to "New Shipment" but for a different order. "New Shipment" was changed to assume the current order in the last release.
• Made change to 941 form for e-filing possibly to changed browser behavior
• Fixed invoice missing line-items for when "AR Show Ship on Invoice" is enabled. Also, suppressed some PHP-Notice error messages.
• When doing the auto-update from in-app; if the directory "../Backups" is not writable the error message would be blank. Fixed and will now show the path that failed to write.
• Fixed the export/print buttons for the Payment Report that was showing at the bottom page instead of the header.
• Fixed incorrect number of overdue invoices on summary dashboard.
• When a shipment is made some times not all auto-build-bom could be created (limited by available components) * Added on-screen error message saying not all could be built * Item transaction will log with "Not all Made" in description to better track
• Fixed sorting by customer's name was not working for Simple Statements (View/Print Statements Report)
• Fixed switching companies and using the NP6 UI, the NP5 menu would appear.
• Modifications to the sales tax report to handle reporting on tax classes. Also fixed issue with tax reporting when user can pick taxes to apply. Also cleared up a grand total issue when only paid invoices were checked.
• Moved quotes from customer-view "Recent Orders" table to new "Recent Quotes"
• Fixed unable to print customer notes sub-tab, would only give page 1.
• Fixed when writing a vendor check, if you double click submit 2x checks would be written.
• Added a "Compare Vendor Prices" button (as an add-on feature) to the bottom of the item edit page and quick-item-dashboard window.
• Fixed missing NP6 menu on first load when using Adv User Rights.
• Added Federal Tax ID setting to gencompany edit page (will save to prcompany)
• Added ability to do specific search withing only a single column of a dataTable (NP6 UI). In particular this was for invoice-number, but this is added to a number of fields. A search-icon will appear in the dataTable headers for the columns that can be searched under.
• Fixed issue were non-menu item pages (like barlabelfpdf.php) would not appear appear in the adv. user rights setup pages
• The "You are Not Authorized to be Here" message will now also show what permissions are required.
• Fixed print barcode with pricing information from item edit page. Will now default to the inv-default-location. Also I added a barcode print button to each location edit page and updated the favicon to include a slight border.
• On "Server Maintenance" page (self-hosted windows install stuff), the "Manual System Restart Required!" timeout has been increased from 1mins to 3mins. Also added spinner image
• Fixed Inventory Decimal Settings when value is 0 and trim trailing 0s is enabled, an empty string was returned. Will now return '0'.
• Added better error reporting for when SQL fails during db-update
• Set limit to 255 to description text box on FO/POS so it limits to size of db field
• Adjustments to inventory functions to better handle situations where stock goes negative. Previously the onhand would go negative, but first/mid/last/wa quantities wouldn't. Cleared up a few other inconsistencies in how calculations were done in different functions.
• Added a way to update item costs and quantities from the export/import edit tool. Also added a user right to block access to this feature for certain users.
• Fixed issue with menu building when changing companies.
• Added "No User Access to Company" when no menu is avaible for the company.
• Change so that company change in NP6 will redirect to main NP6 UI
• Feature activations with invalid hash will now be deleted from the table. Log of entrie details are saved to uploads/deactived_features_log.php
• Added payroll setting "Sick And Vacation Count Year Begins:" with options "Calendar Year" or "Hire Date"
• Added display of used sick/vac time on employee edit page
• Updated timecard's display of sick/vac time to account for "Calendar Year" or "Hire Date" setting.
• Added new report Billing -> Reports -> Billed Items
• Payroll setting "Sick And Vacation Count Year Begins:" will now apply to vacation hours setup, will prorate days given if by calendar year and not yet passed Jan 1st.
• Added new setting for autobuildbom feature under Inventory Setup "Auto Build Bom Limited By Components".
• Fixed typo on Payroll Info Report - Employee Details that didn't reset the medicare counter with each new employee. Change FUTA & SUTA to show tax due by multiplying total taxable by rate in the db vs showing the calculated amount. Modified the FUTA & SUTA taxable pay to look at whether pensions should be excluded.
• Changed the payroll calculation page so that FUTA & SUTA take into account if pension plans should not fall under those taxes
• Added "Clear Sick Hours Each Year" & "Clear Vacation Hours Each Year" with three settings "Yes", "No" & "Clear Vacation Hours Each Year"
• Fixed issue in Inventory Transfer preventing To box from being automatically filled via js based on the From box
• Added multi tabbed layout for job review. Sub views of: View / Edit / Orders / Invoices / Purchase Orders / Costs / Files
• Updated UPS service codes for Standard and Worldwide options on ship quote page.
• Added tabs to customer page: Orders / Invoices / Purchase Orders / Costs. Added Job Code column to tables included in those tabs.
• Added an option to block accrual of vacation and sick hours for individual employees
• Fixed issue where max vacation days value was treated as hours. Max vacation days now multiplies by 8 to get max vacation hours.
• Added a new vendor field called Pay To Name For Checks which will be used on checks if set
• If the ajax request fails on the summary dash, it will disply "Missing xml (re-login) [E1]". Now it will simply try the connection again (5x times at most).
• Added missing link to edit B2B users for NP6 UI. Fixed B2B edit page conflict with NP6 UI, was navigating top-window away. Changed B2B "Save" to "Submit Order".
• Added new report Inventory -> Reports -> Item Billed History.
• Added "Vendor Items" button to the vendor edit pages. Displays a pop-up of items for that vendor.
• Fixed "POS Only" users vs NP6-UI.
• Added ability to add additional items to a build order during the "New Build Order" phase. Also includes ability to save to BOM definition.
• Added new invoice pdf customization options to hide line numbers, hide unit names, hide ship to info, show custom fields in ship to area, display Invoice instead of Sales Receipt when printing from POS
• Fixed issue with log hours that would set vacation and sick time negative if no sick or vacation was allowed and the person had negatively accrued time in the past.
• Added new invoice pdf option to put the description column before the quantity column
• Added consolidated pick list capability and a button for this on the Orders Open report
• Put in additional sorting by order id for consolidated pick list

• Added ability to hide trailing zero's on Inventory Decimal Count setting
• Popup error will now display when selecting to make payment on an unposted invoice. (Invoice must be posted to make payment)
• Applied Inventory Decimal Count settings to: Dashboard reports, Service Order Confirm/PickTicket PDFs, Back Orders, Unconfirmed Orders, Open Orders Report, New PO Entry & Invoice Summary - Item Detail Report
• Fixed Order-Entry Line-item checkbox options that were always being saved as checked.
• Fixed order's saving with $0 lines of '+'
• Minor change to 1099 electronic filing form
• Fixed issue with error-output being sent to the SQL dump file (Database Backup File).
• Added a way to update the auth.net CIM email when it changes on the customer edit page or 3dcart import
• Adjustment to Invoice PDF: End notes were overlapping "Order Confirmed By" text in footer.
• Corrections to auto-complete boxes on order-entry for conflict with UTF-8 characters
• Fixed total next to "Open Invoices:" on vendor's view page was not including all payments, only the first.
• Changed date format of Dashboard's Recently Received Orders report from 'YY-MM-DD' to 'YYYY-MM-DD'
• A warning message will now appear when posting vouchers if the from-period doesn't match the to-month/year.
• Fixed link "Add/Edit Stored Credit Cards" on process credit card.
• Added a Calculate button for the Payroll log hours page
• Added way to hide SSN last 4 on special payroll check format
• Added option to only show totals on the Payroll History Report
• Changes to employee deductions to allow setting a max deduction amount. Added a display of total deductions to date.
• Corrections to tax totaling on order-entry for line-item's item-options that are tax-exempt.
• Changes to log hours to handle adding additional time lines and assign departments and workers comp codes
• Fix for checks saved via Enter Payments. Quotes were being double escaped.
• Chagne to the Verify GL Setup process: Was taking too long and PHP was timing out. Increased time limit, fixed some minor bugs.
• Fixed Service order tax total display.
• Set up way to split up payroll expense entries weighted by amount of pay per department.
• Added a "complete" flag to Service Order Statuses. Orders -> Reports ->Orders Complete will now include service orders that have not yet been billed, but do have a 'complete' status set. Updated the following to include filtering by this 'complete' status: * [NP6] Income -> Orders * Orders -> Reports -> Orders Open * Orders -> Reports -> Open Order Summary
• Added a way that the system can remember/check its database version to see if the database version is older than the code's version.
• Fix for import items: CSV delimiter escaping was not being unescaped during import. Things like ""A"" should be imported as "A", but was including the double-double-quote.
• Fixed missing voucher number on Invoice -> Enter Payment.
• NP6 UI was missing the Export PDF/Excel options. These links will now appear in the report table's header. Also made it so that the download will just start, vs opening a new page to click download.
• Fixed issue when printing payroll checks that occasionally caused the wrong period to be run.
• Invoicing partial QTY of a line-item would result in full tax for all QTY ordered on that line. Now it will calc based on the QTY invoiced.
• Fixed service order's edit/view page was ignoring "Is Service Labor Taxable" setting. Invoicing was still correct however. Also some general UI fix ups.
• Added hover X close button to NP6 side menu for internal tabs
• Added Hours & Wages report. Also changed FICA to Social Security or SS as FICA stands for both SS and Medicare, but we've been using it just to refer to SS.
• Added in summary and detail reports for Workers' Comp
• Added in FUTA and SUTA reports in newer format
• Added employee tax withholding summary
• Closed session during email sending to prevent session locks if connection hangs with SMTP server (or large number of sends)
• Added misc pay to hours and wages report.
• Added "PO Checklist Table Format" options, similar to "PO Table Format". Added Price & Cost columns to PO Checklist. Added options to select price-level and cost-method under PO Checklist settings.
• NP6 Vendor Bills now show due-date instead of created date. Ordered by Due Date ASC.
• Login branding logo will scale down if too large.
• Added a way to choose invoice custom fields to show on invoice pdfs before notes

• Fixed corrupt Freesans font, used by PDFs
• Fixed data table links in NP5 menu that were broken.
• Fixed checkboxes not appearing in browser print.
• Fixed customer's custom-fields that were not being pulled in on order entry.
• Fixed when adding a new budget, the first month was not being included in the total.
• Fixed Inv-count decimal places was not applied to the item-location edit page.
• Added a setting on billing company edit page to display the UPS type and account number on the invoice PDF if both the type and account number are set
• Fixed data lookup error on Budget Variance Report when selecting option "Summarized" and "GL Cost Center" together.
• Fixed qty column on QuotePDF was not applying inventory decimal count rounding
• Added in checkboxes for each order on the Back Order report so that multiple orders can be printed at once for pick tickets and confirmations like orders open report
• Fixed applying vendor terms for when the months loop over to the next year.
• Fixed importing of AP Bills so that due-date would match the invoice terms the same way that creating a new bill in-app would.
• Fixed clicking on the customer's email under the view tab that would not causing the email to log to the notes.

• NP6 UI will now be default.
• Added "Inventory Count Decimals" setting.
• Resolved issue with URL query data on nginx setups.
• Changed header column title from "Quantity Price" to "Unit Price" for the price-each on the PO PDF.
• Corrected missing notes of the PO PDF.
• Corrected session issue when accessing only /timecard/ and not logged into the front-end. Fixed language strings.
• Fix for imported invoice line totaling to prevent rounding inconsistencies
• Resolved conflict with invoices with duplicate names.
• Fixed issue where extended total was being used in place of cost each on auto po receive.
• Change to allow PO number to be reused if it was deleted
• Prevent inactive item lookup on quick-item-lookup-popup.
• Correction for an issue with an order's tax total not matching the tax on the invoice (off by fractions of a cent). Caused by different rounding methods.
• Fixed issue with posting recurring GL entries in a year with a non-January fiscal begin month
• Correction to Timeclock setup: would not save if didn't already exists.
• Added feature so that inactive items are hidden from all auto-complete's.
• Image in header of Invoice PDF was not scaling correctly.
• Fixed issue with service orders not having taxes. Also corrected services order who's customer is tax-exempt from showing taxes.
• Update to Advanced User Rights for NP6 usage
• Fixed customer view page's recent payment's total was including the discount value.
• Fixed invoice view (html & pdf) from displaying totals of "$-0.00"
• Fixed invoice's meta menu's payment voucher link
• Added message option on AR statements for when customers have and don't have bank info
• Fixed Reply To field was showing SMTP login instead of SMTP E-Mail Address
• Fixed PDF not being able to print in Greek.
• Fixed conflict with pagespeed extention on order entry.
• Fixed Customer lookup on order entry: Unicode char in customer notes was preventing lookup.
• Issue with certain UTF-8 character (₡) missing from NON-UTF-8 font. Switched to freesans instead.

• Fixed issue with with page accessed after login would not have the proper feature set enabled (data limits)
• Added county field to ship-to record
• Internal changes dealing with user access and permissions
• On customer view page, under Recent Payments. Negative payments were ignored, but this caused an issue if the payment included both credit & debit, the payment would ignore the credit even if multiple payment details were attached and some included debit. Now a payment will look at all details first, total it up and only display if in total the amount is > 0
• Changes to the NP6 UI to defer frame loading until frame is selected
• Changes to NP6 customer's table to allow for search by first & last name combination
• Change to timecard to prevent logout if page is left open
• Change to URL scheme to resolve conflict with fastcgi servers
• Removed "All" length from NP6 table views
• Added barcode scaling during print if the label is too large for the printout
• User settings for Bank Accounts & Locations Allowed would not have "All Locations" checked if that is what was saved. Corrected to prevent individual selections and "all" selected at once.
• Added a Windows CE Handheld UI to adjust in-stock QTY and bin/shelf location of item.
• Added a way to auto generate a PO and PO receipts and auto ship orders from the FO page
• Added a setting to display Order Accepted By on the invoice PDF
• Added display of Order Accepted By on the order confirmation PDF
• Corrected Recurring Journal Entries that were mistakenly flagged as a bad GL setup.
• Changes to the PO table on PDFs. Added settings to select what columns to show and resize/reorder the columns.
• SMTP users who have a login that is not their e-mail address were unable to enter the correct login.
• Installs with advanced user rights, but do not have any groups setup, would cause the new company page to error out without the ability to save.
• Fix to the admin email center for Firefox users who couldn't type in the subject/to fields.
• Fix for an issue when "Add Login Rights for Employee" is clicked on the employee edit screen that would cause the pop-up to instantly close. This was caused by a deleted employee being restored, but the linked user was still deleted.

• Added a separate option for Quote/Order PDF format; created add-on to show Ref. instead of Invoice on the pdf
• Changes to data-limit system to provide ability for user to purchase only needed data-limits.
• Added "Cell" option as a phone-type under the customer's new/edit page.
• Changes to Timeclock: Employee's without any timeclock entry caused fatal error.
• Changes to Timeclock: Employee's "Block View of Login Status for Other Timeclock Users" setting was not enforced.
• Changes to Timeclock: Added coloring to employee-list to show "Working" statuses in red if over 3 days.
• Changes to Edit Customer List: Customer's who failed to have a matching invoice-terms where not being shown.
• Fixed issue with item beginning balances failing to post
• Added links to add new invoices, orders, POs and vendor bills on the Activity tab of customer and vendor edit pages
• Customer clickable on service order edit page
• Modified service order add to bring up service order directly after saving
• Fixed NP6 UI slowdown for some custom-host setups
• Added a way search item code and description for stock items in addition to non-inventory items on Customer Item History report
• Fixed Invoice Meta-Menu's "Make Payment" link. Was missing the customer's id & payment amount.
• Change to serivce-order: Added a quick order lookup for service orders and a redirect after entering hours
• Added the customer phone and email to the invoice page along with a link to the customer edit screen
• Increased the timeout for the sales tax report in case there are lots of taxes and lots of invoices
• Fixed issue with display of order number on invoice view page
• Added "Has A Past Order Of" filter to the "No Orders This Year" report. This will limit customer selection to only customers who have had any order in the past matching the description selected in the new field.
• B2B signup was always setting option to show all items even if group assigned. Will now show just group items if there are items in the selected group.
• Added Icelandic (IS) language option.
• Added a setting to block creating and editing customers on the POS/FO page
• When editing a recurring journal, the save option was present for unbalanced entries. This will now be hidden and the balance shown below the entry, just like on the "New" GL entry page (vs this edit page)
• Added an option to block invoices past the selected End Date when the simple statement is generated
• Fixed issue with selected date format not being used for AR statements
• Links on Summary Dash for "Overdue Invoices" & "Pending Payments" where broken.
• Fix to NP6 iframe loading UI. Will now show a different loader and will acutely show it every time.
• Fix to NP6 when closing an internal (left-menu) tab when a previous tab had never been selected; system will now default to show first item in menu.
• User with access to enter payments via the Adv. User Rights was not able to print the receipt after payment entry.
• Correction to PDF display of UTF-8 currency symbol on check print
• Fixed broken password reset
• Added settings to flag customer e-mails for use with sending Confirmation and sending Quotes.
• Journal Entries will now show red-text error if entry is unbalanced.
• Added a way to sync item weights and item descriptions (3dcart product names) with 3dcart. Added display of 3dcart product page links for line items on fulfillment orders.
• Better timecard login page scaling for shorter screens.
• Fixed with with price override on an invoice's line-item that can causes a $0.01 discrepancy when QTY is not 1.
• Changes to Mobile POS system. * When doing login from android app, user will be required to be mobile_pos (else logout) * Added back button to e-mail page to start a new sale when ran from android * Several UI adjustments
• Fixed NP5 adv. user rights for NP6 logins.
• Fixed NP6 issue that cause Unicode text to fail while pulling from the DB. Set the NP6 charset to match that of the NP5 database connection charset.
• Fixed issue where note wasn't being recorded for emailed POs

• New timecard system
• Fix to PO notes display on vendor activity list.
• Fixed issue with employee graphic on dashboard
• Fixed js issue with customer-notes tab if notes add-on not active
• Fix to show right order type on order review page
• Fix that made mod_rewrite still a requirement (is not needed anymore)
• Fix for NP6 Main UI: was only loading taskbar for first side-bar tab
• Removed duplicate save button from file-uploads page.
• Fixed issue with bringing up shipping page and submitting FO/POS form to shipping page
• Fixed issue with item code link not opening new tab in orders open report
• Fixed Meta Menu's where hidden behind cells on the open-orders report.

• PHP 5.4 is required now.
• Apache mod_rewrite is not required anymore.
• Mobility & performance improvements.
• Added setting for "Default company that receives work-orders from the Property Management feature." This is under the Admin -> System Setup page.
• Fixed main menu color for NP5-UI
• (Item-Transaction-Committed-List) Fixed link from Ref-ID column to Order page.
• Added several right-arrows next to single-dropdown select forms, as a shortcut to 'edit'.
• Added "No Records Found" to several locations when no results are available.
• Fixed issue with certain combination of columns exported in inventory export/import tool. Item location info was only included when inventory costs were exported
• User password's were not check if matching before form submit.
• Change min-info requirement from CompanyName to CompanyName-or-ATTN and will now display error message on page if missing.
• Added quick lookup on vendor and customer edit pages to get new customer or vendor without going back. Added tab to view customer activity (will add more capabilities to it).
• When searching for invoice by number: all invoices are searched (abandoned & deleted, but not payplans). The UI will grey out the other search fields.
• Added display of all order notes on orders received report
• Added link to edit order from fulfillment pick ticket page
• Customer notes tab was too short, forcing a scroll bar.
• Fix for conflict with WYSIWYG editor and the Page Customizer options (item & customer). Also fixed some other issues with the required fields not being enforced on customer pages.
• Changed sorting of itemtransaction records when adjusting the withdrawn column to use createdate instead of id. Angelus had us put a summary transaction for 2008 and prior which had a high id but old date. That threw off withdrawn when they did verify inventory
• Added a print button on the first details page when editing POs
• Hosted customers will now have the Company Time Zones add-on enabled.

• Added NP6 UI Preview (user option)
• Added integration with Magento
• Added date/time to order confirmation
• Fix for dashboard bank accounts summary graph not updating with changes to the GL.
• Fix for user being unable to see active companies do to missing user permission records for the matching company. Now, if user is Admin, these links will be restored during login.
• Fix for auto-complete drop-down being wider than screen; had left side hidden off page.
• Added ability to clone an item (add-on)
• Added multi-currency capability to graphing system. Added multi-currency display for bank account dashboard report
• Fix to color schemes not working.
• Fix for duplicate companies appearing in top-menu drop down.
• Fix to browser caching css/js files.
• Added 2-Panel view to select PO's by vendor. (Payables -> Reports)
• Fix for Item Status Report: when only one location exists in system, user cannot select that location and than is unable to see location specific information. Will now default to first location if only one is available.
• Added ability to save a PO as a proposal. Proposal PO's will not affect 'On Order' item values. Added "Show Proposals" checkbox to the PO List report. (add-on)
• Fix for items scanned vai bar-code scanner were requiring user click away from the field or to tab away in order for the item to be selected.
• Added ability to flag Customers & Vendors as a lead.
• Added ability to import vendors with custom fields.
• Added ability to import vendor's & customer's contacts.
• Add vendor terms to allow multiple months before prox. date for discount and net dates on AP Bills
• Customers/ShipTo records will no longer use a timezone offset like "+05:00" and instead will have the option to select a timezone from a menu.
• Fix for UTF-8 characters in ship-to/sold-to boxes.
• Added setting to show barcode on order-confirmation PDF.
• Correction to multi-byte chars in some drop-down menus.
• Created a way to optionally email the customer stage updates. Added in the ability to view stage history and change the process stage on the New/Edit Order page.
• Made adjustment to simple AR statement so that future invoices show if that is the only kind of invoice they have.
• Bank Import: Created a way to split up manual GL entries across more than one GL account
• Server setup updates for desktop edition.
• Fix to line wrapping on generated PDFs for text that has returns but no lines that need wrapped.
• Added a way to block FO shipments from being submitted more than once. Save button is hidden now when clicked so it can't be clicked again.
• Changed Picklist PDF to use new PDF generating system. If custom item field by name "Picklist Notes" or by internalname 'picklistnotes' exists, those notes will be displayed on the Picklist after each item's description.
• Ship-to details are now shown in top right corner of Picklist. Aligned to print to sticker paper template provided by Belarus. "Invoice Auto-Email" will display under the Sold-To box if the customer settings is checked.
• GL 12 Month Report: fix for sumary levels.
• Added WYSIWYG editor to the e-mail center.
• Fix for edit link on Orders -> Reports -> Fulfillment Quotes
• Fix for Bank import from OFX could save as not USD without multi-currency enabled. Now will force USD for this if that feature is not enabled.
• Added a spinner to auto-complete boxes to show when loading is occurring.
• Contact Info section now displays as a single table vs grouped by type.
• Correction to "Card Present" not checked by default when the CC account type is set to be 'card-present'.
• Fix for customers who do not have any invoice terms set couldn't be lookuped up to edit.
• Fix for Adv. User Rights not being able to manage custom links.
• Fix for inventory setting "Backdate Transactions When Unreceiving Inventory" was doing the exact opposite of what it was expected.
• Fix for payables aging summary columns weren't above right column properly
• Updated pagination for the Inventory Valuation Report.
• Dash Summary links corrected.
• Removed Google SSO (API is deprecated).
• Added display of discount date to payables list and write checks page. Added a discount date filter to the payables list.
• Added integration with UPS credentialed api for shipping quotes and added a way to designate ship-to addresses as residential or commercial
• Added a "Calc" button to the enter payments screen that will set the discount to the remaining payment needed.
• Fixed PDF layout for Pick Ticket Style Default.
• Fix for systems with Adv User rights, but running as user without rights group set, would not have any links appear.
• Added support for new html email editor when emails come from surveys or templates
• Show Vendor name on Account Activity, similar to show-customer setting.
• Added a column to display the customer on the commission report
• Set site branding footer to show on login page.
• Removed maxlength restrictions for numbers during PO add/update
• Removed pick ticket link after saving a fulfillment quote since you don't need to pick a quote
• Fix to software-update "Connection Failed", even if connection was good.
• Added an option to only show not-for-sale items on the Item Status report
• Item transaction log - committed: will now show link to order in ref. column.
• Added Order/Quote Revision History Addon
• Deletion Report: Added Customer and Vendor lookup boxes to locate deleted quotes, orders and invoices for customers or deleted POs and bills for vendors.
• Added "Admin -> Setup - Billing -> Company Options -> Formatting -> Invoice Format" options to hide the "Price Each" and "Line Total" numbers on Quotes, Orders Confirmation and Invoices. (PDFs)
• Fixed issue with customer invoice total on AR aging report; minor style issue with text box on invoice payment page. Adjustment to show all currency totals if a customer has more than one currency on the AR aging report.
• Fix for auto-lookup being broken when value contained a none UTF-8 convertible char.
• Fix to GL Account Import.
• Order Picklist was missing QTY weights.
• Fixed issue with Print Invoice link on order search page for b2b (print orders)
• Added option to hide QTY weights on PickList
• Added message if PDO is not enabled. Added PDO as a required extension when installing NolaPro
• Added link to item-transaction history for when a PO can't be unreceived do to "Already Sold"
• Fix for invoices with an invoice-number including a single quote was getting slashes added when not needed. Causing the invoice number to display with \' and not match when sent through URLs.
• Property Management Changes * Demo logins shown on login page * Dashboard columns sized to be the same * Links back to NP front-end from within /pm/ will have login details included in URL * Fixed too large of font in dropdowns as well as a few places Times New was showing on the page * Fixed autocomplete loading image
• PM Required custom fields annualincome, birthdate & ssn to be set to "Screen" a prospect. If these fields do not exists, they will now be created.
• Changed ship quote credential search to look at vendor table for UPS account in case original carrier was canceled

• Correction to inline edit fields with Chrome when hitting tab. Would cause form submit
• Timeclock button in top menu will now open in a new tab
• Correction to auto-complete drop down location with the Chrome browser.
• Changes to the intercompany GL entry page to resolve issue with auto-completes not working properly
• Correction to "redirecting..." when URL contains unicode characters
• Added ship page link and po details display on orders received report
• Fixed Splash screen on first login showing "Document Moved"
• Better CSS/JS/Image caching
• Changed the 1099 page so it loads for the last tax year if it's January through April of the current year. Used to do just Jan and Feb
• Fixed issue where notes wasn't saving userid properly
• Fixed new links not being added correctly
• Fixed location selection on Item Breakdown report

• New Layout/Design. Added top-menu & removed footer. Footer links can now be found in the links pane in the top-menu.
• Property Management Module Redesign.
• Added Mobile-POS sale entry.
• Apache mod_rewrite is now a requirement.
• Budget Variance Report: Modified to only show accounts if there is a budget amount in the period or activity. Ahow fiscal year to date instead of total fiscal year. Better performance.
• Correction for only the first e-mail listed on customer's settings was being sent to during the auto-email after invoice/shipment.
• Invoice PDF: Fixed order notes appearing as line-item notes.
• RMA: Condition damaged will no longer increase on-hand value.
• Orders to Invoices: Modified the process so that if the order has $0 shipping the invoice will as well. Preventing ship estimating override.
• Item Valuation Report: Setting "Include Only Negative On Hand Items" did not always apply to the report
• Email Center Lookup: Correction to vendor by e-mail search.
• POS: Added phone and email check in if those are required fields in customer page customizer.
• Customer Statement: Total was not totaling the column above it, instead was only showing currently due total. This has been changed to show both Balance Total and Currently Due total at the bottom. Also total was not including credit memo's
• Voucher Details: Modification to better find the link to the vendor bill.
• Modified the user new/edit page to not show user list by default. There is a new button to click to display existing users and companies.
• Modified the payroll calculation page to remove payroll entries if the employee has no pay during the period so the pay period doesn't keep showing in the list to be calculated
• Modified the print order to invoices page to add the sales category for the customer to the invoice.
• Changed the item import/export so it will create a new item-vendor record if one doesn't exist already.
• No Order For Year Report: Added address columns. Add custom field search/filter ability. Report is no longer ran as of 1-year from current time. Instead it will default to Jan 1st. This is now a report option. Allow for export to CSV file.
• PO Checklist PDF: Added previously received qty to table.
• Payment Plans: Ability to select from items when creating a payment plan.
• Tracking numbers for shipments did not appear on invoice if the carrier service was not properly selected. Now the tracking number will show even if the carrier service id equals zero.
• Fixed issue with AP Aging reports where the bottom grand total would not show
• Inventory Adjustment: Reduction on POD type items would return a success-message, but in truth POD does not reduce. Notice will now show.
• Item valuation report only show the cost selected (first/mid/last) and no other cost even if first/mid/last has a 0 value
• 3dCart: Added a way to import the product IDs from 3dcart and then provide links on the item edit and quick lookup pages to view the products on the 3dcart sites.
• Recieve PO: Added a column of check boxes with a check/uncheck all option for Receive POs. Only those lines with a check box will be received. Quantities do not have to be zeroed out to be ignored now.
• Added a way to set a date when posting recurring GL entries. Also tied it into the close year and backdate blocking checks
• Better error reporting on SMTP failing to send. Added SMTP handshake log and can now reliably determine if connection failed due to login info.
• Order Shipment PDF: Attn line in ship-to box didn't appear.
• Receive PO: Unreceiving items from a PO would cause a voucher to be generated with a date of the first receival on that PO. Now it is dated to the current date.
• Post Journals: Changed wording on Ledger Post Reversing so that it reads "Unpost vouchers posted on" instead of "Date to unpost". Also added a warning message when the user selects a year to unpost that is marked as closed.
• Created an add-on that lets you set multiple default vendor GL accounts along with a percentage for each account. The AP Bill add page pre-fills with the vendor's default accounts and splits the bill if percentages are entered.
• Service Order Entry: Change to prevent 2nd row on "Actual Time" table from floating.
• Bank Deposit Entry: Correction to Bank Deposit values for checks that are applied to multiple invoices.
• Added feature to select date from a Persian Calendar.
• Item Reorder List: Added 1) box to only show items with bin/shelf 2) category select box 3) select/deselect option for vendor purchase suggestions 4) columns for on hand and on PO for vendor purchase suggestions 5) box to set days to ignore items that have supply based on sales forecasting
• GL Activity / Bank Rec: Better sql performance
• Made optimizations to the 12-month item report.
• Upgrade Page: Shows error message when version information fails to download. Updated style.
• Surveys: Users setup with Advanced User Rights was not allowing access to this page
• Excel Export save as filename correction.
• Added a way to override the discount amount when putting in invoice payments
• Setting "Admin → Setup - Billing → Company Options → Invoicing & Ordering → Hide Item Options In Shipping & Invoicing" now apply to quotes.
• Fixed user setting "Default Homepage" not working.
• Fixed user being able to set "Currency Decimal Places" & "Unit Decimals" to non-numeric values.
• Pop-up calendar fixes for positioning.
• Item Remove By Category: Script could timeout due to large amount of items in DB.
• PO's created from the item-reorder list were missing the purchaseunitid.
• Changed packing slip so it always shows the original order qty in the order qty column

• Better support for non-ascii languages.
• Many translations added.
• Corrections to order-notes to display note category.
• Changes to Payroll calculations, added ability to skip Medicare/SS under federal exemptions.
• Added a way to set a default cost code per employee.
• Added way to set a cost code per employee pay period
• Added a way to search by Country in the customer magnifying glass lookup.
• Added a display of the total quantities of products on an invoice. Added an option to turn on or off the total quantity display.
• Bank Reconciliation: Change to "Payments Not Yet On Bank Deposit" total. Total's old click event moved to "+" icon next to label. Clicking the total will now display a table that lists the details of what is included in that total.
• Manual AP Payments will now process with negative values.
• Added a column for Customer ID on the invoice import tool.

• When doing a search via the magnifying glass for invoices, orders, items and customers; the custom-fields would require an exact match, now they will return partial matches as well.
• Budget variance allow by cost center and sub-total by account type, also add ability on budget enter to make all months same.
• "On-PO" was incorrect in several location and was pulling values from other companies.
• Added ability to modify contents of Ship-To & Sold-To boxes that appears on PDF printouts.
• Better handling of company switching while having multiple tabs open. If the company is switch in the middle of an entry, the page will display it as an error.
• Modified the FO page to send the amount Due as the default payment amount when adding order deposits.
• Ledger Daily Report's AP totals didn't match AP-Aging reports. Daily report was excluding any bill marked as completed even if ran with an 'As Of' date set.
• Contents of old "Contacts" tab found on the customer edit page will now always appear under the "Contacts" section instead.
• Updated Additional-Contacts page to newer style of form.
• Importing 3dcart orders will now update the internal notes on the 3dcart site with the NolaPro order number. The Orders Open report now only allows updating the 3dcart status to Processing. You can also update the 3dcart status for several orders at once.
• Modified the ordering on the bank ofx import page so that unlinked transactions show at the top.
• Modified item delete to delete linked item options also; changed item edit to also update linked item option descriptions; added a way to show inventory status for item options
• Made adjustment to the Physical Inventory page to have a link on the bin/shelf column that brings up the bin/shelf edit page.
• Added a way to update prices in 3dcart with changes in NolaPro. Also added a setting to turn on or off automatic price updates.
• Corrections to buttons used in NolaPrint, the text was white on a light grey background...
• Adjustments to budget variance report to make date selection more clear and functional
• Added a way to import orders in real time from Zen Cart
• For an intercompany transfer; the user was only being given the option to select from GL accounts in the active_company, regardless of the company selection made on-screen.
• Added a setting to require PO numbers for service and fulfillment orders
• Add-On "Block Price Changes Below Profit Margin" remains active and fields present even if the add-on was disabled.
• Added a way to print multiple copies of invoices on a per-customer basis
• Fix to language select options on system settings page. Was only displaying selected languages for copmanyid 3.
• Added warning messages for translation accuracy if the user selects a non-English language. Also found small bug were system settings would not be saved if the define had been deleted from the system-settings table
• Some small layout changes to the Help tab of the dashboard.
• Added link to view customer details on fulfillment order page
• Added to the AP Aginig report a way to mark complete bills with a $0 balance. Added to the AP Bill edit page a way to mark a bill as complete if the balance becomes $0

• Added an option to subtotal expenses by cost center on the 12-month P&L
• Inv. PO List: Link for "PO Checklist" was pulling up the PO-PDF, corrected to link to the Checklist-PDF.
• Fixed could not e-mail out POs due to SQL error.
• New customers will have email1's "Send Invoice" checked by default.
• Added a way to block the Invoice Now if no unbilled shipments on order
• Fixed issue where packages from all shipments were showing at once. Changed so only current shipment packages are shown.
• Adjustment so that when tracking number is searched for that specific shipment is set in the redirect and will be displayed.
• Changed invoice deletion so that it now only deletes shipments related to the invoice being deleted; other shipments will remain open
• Import Bank Deposit: When user links the same bank-deposit to two different entries on the import-bank-statement. A warning message would be presented on this page when a duplicate is linked. Duplicate check will now look at both new and old matches vs only comparing new.
• Corrected PDF line spacing (reduced) and corrected line wrapping for when a 'word' is longer than the line its self.
• Corrected typing quickly in the order-entry page, in the line details, was causing a short pauses and characters to be lost.
• Internal Messaging stopped working when the user had a dashboard tab with a broken pie chart on it.
• When redirect() was passed a UTF-8 encoded value but the page's encoding is not set to UTF-8, it would cause an error and a failed redirect.
• On customer's view page: any overdue amount in the "Recent Invoices" table, would have a '1' appended to the end.
• Correction to values on AR aging report.
• Performance adjustments to Physical Inventory tool.
• Corrected auto-complete box's results when search included '('.
• Added display of total Deposits, Invoice Balance, Uninvoiced Value and Due to the FO page.
• Created a Deletion Report to allow an admin user to view deleted data from the system and see who deleted the data and when.

• Changes to all redirects. Redirect message will now display on screen with a count down.
• Added item code to service order PDF order lines.
• Void payment wording change.
• Added a way to view and update the 3dcart order status on the open orders report.
• Order List - Labor total was only showing the total of the first line of labor.
• Order Shipment PDF text overlapping correction.
• E-Mail Center: Reply-To will now use the SMTP login address if SMTP is enabled, else it will revert to the old method.
• Inv. Adjustments: Corrections to on-hand value changes.
• Item Location Stock Levels (Min, Max & Order QTY) was not allowing for decimal places.
• Invoice PDF: SoldTo / ShipTo boxes overlapping table.
• Fix to Adv User Rights. Was getting restricted access to the success message after Setup - Billing -> Beginning Balance. (balanced entered correctly, but showed restricted access message).
• Dashboard: New bar/pie graphs. Alignment & style changes. Report title changes. Correction to missing reports for old customers.
• E-Mail Center -> E-Mail Picker: The "All" check boxes now will apply to all pages of results.
• E-Mail Center Attachment UI will only show one upload input at a time. A new will appear once it has been set. Added ability to deleted a selected upload.
• Style changes to Customer Add/Edit Page, Customer Import/Export Tool & Inventory Export/Import Tool.
• Clicking on a pie-graph will now cause it to pop-out and fill the screen.
• Correction to cash total on GL - Daily Report.
• Changes to Customer's "Contact" section under the edit tab. Added 'Type' to phone. Added 'Send Invoice' setting to emails.
• When creating a new item, after saving, you will be taken to the edit page instead of a new-item page.
• Hid standard order end notes on open-orders report.
• (NolaPrint) Re-Print Order Ticket: Made the "print job ticket" table match the table shown under the "Job Details" header on the edit page.
• Added recording of phone2 on POS/FO and display on AR PDFs
• Invoice Aging report: Exclude negative amount invoices and a fix to a rounding issue on the report.
• Added default item barcode for orders.
• Correction to Invoice PDF. Line-Item notes that wrap to 2nd page overlapped any text below.
• (NolaPrint) Order new/edit: "Delete Order" option was not working.
• Order Shipments View: correction to displaying multiple tracking numbers.
• Correction to vendor import tool not importing all details from CSV.
• Adjusted Item Order History so that orders from deleted customers still appear.
• Fixed could not print packing-slip if any void shipments existed.
• Fixed non-admin users couldn't access the "My Info" page under the Admin menu.
• Changes to Payment Entry: Removed "Credit Card" text when its redundant. Added place holder text for Month & Year. General Style changes. Added a check-box to auto-hide the Billing-address for when a card is present. This checkbox defaults to the API setting for if the card is present.
• Order entry will no longer confirm save.
• Added a way to apply invoice credits as deposits on orders; also added a way to restore the invoice credit if the deposit or invoice payment is deleted
• Added a "New Order" button after a new customer is created; Modified the FO page to auto-populate with customer info if a customer id is passed in
• P&L Report with cost-centers, did not show all cost-center subtotals.
• Order Entry: Removed add-more-lines button and will always add blank line if bottom line has values.
• Added a way to set a default invoice email template for automated emails for each customer and for the whole company.
• Correction to entering new-vendor: incorrectly matching duplicates.
• Adjustment for problem backing out invoice shipments when there is more than one shipment per invoice
• Changed the bank reconciliation page to better handle cc order deposits that are checked off then converted to invoice payments. The entries won't show on future months now after conversion.
• Fixed issue where the Clone PO link would pass in an incorrect next PO number to use; it will now use the system default for generating the next PO number
• Changed the bank deposit add page so that the bank account on initial page load is the default payment account
• Change to allow duplicate APBill invoice number, but no duplicates for the same vendor.
• PO-PDF: Added company logo scaling in header.
• Fixed logout when adding new add-ons.
• User was able to link the same bank-deposit to two different entries on the import-bank-statement. Now a warning message will be present on this page when a duplicate is linked.
• When entering itemcode in an auto-complete box, if multiple options, the exact itemcode match be first in the list of options.
• Payment Plan's initial customer select box. If clicking in and then back out (without selecting a customer) caused the page to refresh. Now it will only occur if a value has been set.
• Corrected character encoding when selecting a value from an auto-complete drop down list.

• Added a way to group ar payment gl entries when more than one invoice is being paid
• Added a way to select a GL account for freight charges during the PO to AP process
• Added a way to display all invoices paid on the detailed AR statement
• Fixed Bank Deposit without checking account could be created but could not be delete/edited. Now it will require a checking account and those without a checking account can be edited.
• Added display of No Signature Required at the bottom of the detailed AR statement
• Added a way to subtotal expenses by cost center on the P&L statement
• Added a way to show the P&L for multiple companies separately on the same screen
• Added GL Verify Setup page that looks at all assigned GL accounts (or mostly all) and confirms that the account is not deleted, or is set if needed. Deleted accounts can be resigned to new accounts on this same page.
• When creating a PO the system enforces that a vendor is set. But after saving and editing the PO, it no longer requires this vendor be set and allows it to be deleted. If the vendor is un-set on the PO it will not allow the PO to edited again. A check has been added to make sure its set before saving.
• Added a way to void payments from the order and invoice pages. Also set it up to only allow voiding for users who have access to the void payment page.
• Added a way to block import for 3dcart orders with statuses of Not Completed or Cancel
• Added a way to create default order line item notes and allow them to be added to existing line notes
• Fix for invoices with $0 total that can't be edited. Now, these $0 invoices will always give the option to un-post.
• Removed 'Shopping Cart Password' from the customer's new/edit page.
• Adjustment to fulfillment order invoicing so that a link to print the invoice remains in the popup window
• Better error message for "Data not accepted" SMTP Reply. New message reads as "SMTP Error: Data not accepted. You may have exceeded your SMTP provider's send limit."
• Adjusted FO dependent options to not look at shipping qty
• Added a way to select which invoices have interest calculated; also created a way to edit and remove calculated interest charges
• Added an option on the account activity report to display the customer name in the description column when relevant
• Changes to open-orders design.
• Left aligned settings tables' key columns
• Added a way to set the Email When Invoiced option during FO/POS
• Added a way to show the PO number on the same line as the Invoice number in the simple AR statement

• Changes to call forms to prevent double submission
• Corrections to QB converter Options 1 when using HTTPS
• Quotes List - Corrected sorting when clicking on table headers
• Corrections to CSV export on Summary of open orders report
• Min PHP version requirements changed. 5.3 for Linux & 5.4 for windows.
• Min ionCube loader version changed to 4.5+
• Changes to in-app update, will now pull specifically encoded versions of NolaPro depending on version of PHP ran
• Change to make sure costs from non-inventory service order line items are passed to invoicing properly
• General file system clean up: removed unused images & files.
• Change to bank rec to limit ACH Deposits Pending to specific company in case the GL account is shared between companies
• Layout clean up on NolaPrint pages.
• Corrections to on-screen weight calculations on PO entry page.
• Added to the quick item lookup on the inventory-dash: display of the item weight, year-to-date sales, a link to the item edit page and a way to view customer history for purchases of this item.
• Restyling of the dashboard reports.
• Added check-all option for module permissions to the User New/Update forms.
• When adding a new Vendor Bill or AP Manual Payment, it will now show you if the invoice number entered is a duplicate before submitting.
• Added a way to do real-time zip code lookups for customers (on customer entry page)
• Added a column for the On Transfer amount from intercompany transfers on the item reorder list
• Removed the payment method description and added total number of pages to the detailed ARstatement
• Replaced Pie/Bar Graph generation system with new methods
• Fix for creating a service order for a customer without a ship-to defined
• Fix to service order invoicing method (was doubling hours)
• Added a way to do intercompany GL journal entries
• Ability to block display of inventory costs per user
• Modifications to the detailed AR statement to show the word Page, give more room for credit, debit and total columns and remove currency symbol from grand totals
• Added way to record a small description for item transfers; Changed item transfers and intercompany item transfers to add the description to the itemtransaction notes field so it will show in inventory reports
• Added an option to the inventory transfer page and the intercompany item transfer page to manually set the posting date
• Added a way to set a default cost code per gl account. Modified gl journal add/edit to select default cost code for chosen account.
• Added a dynamically generated link to the View History report on the POS/FO page when an existing customer is selected
• Changes to sorting method of the Physical Inventory report when using sort "Item Code, Location"
• Added a way to edit customer notes on the POS/FO page
• Added a way to look up a new item from within the quick item lookup window
• Added a way to sort the physical inventory list by location within warehouse
• Added support for AR statement email templates
• Added option to exclude deleted accounts on the balance sheet reports.
• Added a bin/shelf filter to the Physical Inventory tool
• Added a way to limit the payment methods a user can accept
• Changes to block inventory locations per customer in more places
• Corrections to account summarizations for account type Fixed Assents (and a few others)

• Fix for chrome browser auto-filling data on the customer profile page.
• Added ability to append/replace state list by selected country.
• Invoice's Description Column: Line-Item-Notes Text overlapping
• Fix to ACH payment download, removed HTML
• Added a way to import authorize.net transactions for help in bank reconciliation and GL transfers
• Blocked submission of manual check when missing GL accounts.
• Modified the Item Reorder List to show the quantity available from other companies instead of the quantity on hand
• Added a way to search for shipped orders by tracking number

• Changes to Item Reorder List / Items Needing Reorder List. On-Order value looked up by same method as Item's profile page now.
• Fix for PO label Printing. PO with large number of line items would not allow for the Labels to be printed due to URL exceeding allowed length.
• GL Activity Report: change to ordering method. Will sort by account first, and then date.
• Fix to dashboard's text-language lookup.
• Modified inter-company transfers so that transfers to a location are handled like receipts instead of adjustments; Added ability to track commitments for items pending to be transferred
• Fix for Chrome not obeying autocomplete="off" on the new customer page.
• Fix for balance sheet ran with summary level.
• Fixed issue preventing service orders from using the order date as the invoice date when converting to an invoice.
• Added an option to set the default sort order for the PO checklist

• Corrections to Weather Lookup API to prevent XML error.
• Added in a way to send out multiple statement emails at one time
• Access for statement emailing if advanced rights system is used
• Added a way to display the order number and quantity for custom barcode labels
• Added a dedicated Shipping Notes box under Additional Order Options on the FO page that will appear when the Show UPS Account Boxes On Ship-To Edit option is set in Company Options
• Correction to pending-payments count on summary dash. Was showing as 0 in certain circumstances.
• New option for option as "Order Due Date Based On Invoice Terms" Found Here: Admin -> Billing -> Comp Options -> Invoicing & Ordering -> Invoicing Section -> Order Due Date Based On Invoice Terms.
• Corrections to the Bank Deposit print out:
  • Company name on bank deposit was wrapping & overlapping text.
  • Corrected MICR text
  • Removed currency formatting for "Total Items"
  • Deposit details text wrapping added
• Added a way to auto-attach vendor bill files to manual payments and PO to AP Bills from the Doc Center

• Added feature to prevent double payments due to page refresh
• Security patch for B2B selection to enforce user rights on invoices
• Text wrapping fix on Service Order Confirmation PDF
• Added ach/eft processing for AP and AR payments via USA ePay
• Added a column to override invoice date when doing orders to invoices
• Fixed blank link names in Adv. User Rights setup
• Aging Report - Summary will now group invoice totals by customer
• Aging Report - Export to PDF contained HTML, causing a corrupt PDF error message
• Increased PO Tracking# and Req# text box lengths
• Modified po add/edit to allow assigning a fulfillment order at any point
• Better error message for invalid characters in barcodes
• Fixed overlapping text on invoice line item notes
• Periods and numbers are now stripped from the currency symbol setting
• Fix for dashboard summaries figures based on Aging Report
• Corrections to the Inventory Item Price List PDF that was causing near empty pages to generate
• Fixed SQL error caused when adding new companies
• Created a way to have POS sales taxes set based on the item category
• Corrections to the Item Status\'s on-order value
• Due date on order entry will update when changing the invoice terms

• Performance adjustments for Windows 8 and PHP 5.4
• Sales Category report option for invoices by state corrected
• Aging report can be grouped by salesman
• B2B invoice & service order`s printout header logo is now scaled correctly
• Order List: Added a link for customer notes if the customer has general notes entered; also added a link to the customer account from the customer name
• Corrections to item re-order list, dealing with canceled item transactions.

• Adjustments to Printed Invoices headers
• Additional corrections to e-mailing attachments
• Correction to order delete process
• Direct deposit payroll payments show on the check list
• Changed sorting on AR aging if only a customer name is available to sort by last name and then first name
• Fixed error with custom fields not populating when order is looked up under customer name, and the customer only has the one order.
• Correct invoices displayed when using view-by options
• Compatibility changes for PHP 5.4
• Added a cost code filter to the sales profitability report
• Allow other type than COGS GL account to be used for the COGS field in payment plan and invoice add/edit.
• Added a column for Due Date to the AP Aging Details report

• Allow default service type for customer that auto-inserts (with override) in service order entry
• Allow entry of Inventory GL account in COGS field so can be washed out when posting
• On a POs PDFs vendor code column; this text is aligned justified, now its left aligned
• Corrected issue where attachments not uploaded by the user wouldnt send
• Better SMTP connection error messages
• Added CSV import for Invoices and Vendor Bills
• Added Canadian EFT for Invoices and Vendor Bills
• Added columns to the Item Status Report to show on-hand and available values
• Modified GL reports so that it limits the multi-company options to just those companies the user has access to
• Added placeholder text to auto-complete boxes
• Added NP_SESSION_CACHE. This caches common,on every page load, queries and saves to the session to prevent the need to ask the DB server
• Item Valuation Report, when ran with Cost: Weighted Avg. The column Weighted Average Cost will sometimes have a * next to it. A title attribute to the * so that when hovered it will show you Difference In Cost Calculation: $123.00
• When a user has only AR-Read access, they cant view or print an invoice. This has been corrected. Also, the You are Not Authorized to be Here message on popup windows caused a messy layout, this has been fixed as well
• Corrected displayed weight on PO entry page
• Correction to commission calculations based on percentages

• Allow group shipping of orders
• PO print option to hide the HTML version which would make the PO pdf appear automatically
• Item order history new filters, add column for internal item code on PO format
• Removed debug information from Payroll Write Checks
• Fixed names and grouping on AR Aging reports
• Text Encoding Adjustments. (See Admin -> Admin - Setup -> System Settings -> Text Encoding)

• MDMS Processor added to B2B section
• Commission calculations for per-item flat rate will account for quantity sold
• Enter payments page changed to make extended price consistent with quantity and price each for overpayments
• Receivables Aging Report: Added sort by salesman as option and added address and name in the company name field.
• Added a way to display multiple copies of the packing slip in a single pdf
• Under Reports / Billing / View & Print Statements - Added the ability to e-mail
• Added a way to set cost codes by individual line items in AP bills and journal entries

• Inventory Sales History Report fix for entries without sales person.
• Fix to company language select in System Settings
• Correction for view invoices and for quotes for pricelist problem when no charge for inks selected
• Added a setting to hide ship charge boxes depending on UPS type selected in shipto
• Added multi-company select box to P&L 12 month similar to standard P&L to view the report for one or more select companies at a time
• Increased allowed size of customer\'s company name
• Add ability to indicate that terms discount amount should show on invoice print only if printout is within the terms dates.
• Discount terms amount to display in totals on on-screen view of invoice.

• Added the employee email address to w2 efiling, new for 2013
• Modified the add shipment page so that the initial ship-to selection page is combined with the next screen; also added a button to add a new shipment from the shipping detail page
• Added way to pass all unbilled 3dcart orders to invoicing
• Added links to the invoice ID\'s listed in this user activity table
• Change to 1099-MISC efile; change to w2 filing to not double escape data
• Close year was checking only year to determine if journals could be unposted/edited. Now it checks for complete end date.
• Payroll Summary Exports to Excel correctly now
• Receivables Statement PDF fixed header logo and TO box text spacing
• Added a way to display UPS account number box and account type box on POS/FO with dynamic loading; also added to standard ship-to add/edit
• Added user right and functionality for blocking cost on Summary of Invoices and Inventory Sales History reports; added option to hide weight on Inventory Sales History report
• 3DCart Taxes on order import resolve to matching tax rate vs old method of all available taxes for state.

• Added a way to filter the orders to invoices page by sales category; also made listing the orders the default instead of immediately invoicing
• Added a way to process negative amount CIM payments as open credits
• Emailing Issues resolved (multi-sender, html forced, and no message fix)
• Modified the AP Bill, Order and Credit Card purchase pages to return the user back to the document center if the page calls were initiated from there
• Added a way to turn on/off price history auto-display; also added a way to limit the number of price history items returned
• Auto Email when shipped has style options now

• Added check box for infinite Number of Times to Invoice on payment plans
• Inactive employees from select lists are hidden but have option to show on these pages: Edit Employee, Approve/Edit Times
• Added option to show a signature line on packing slips
• Misc Performance Adjustments
• Added SMTP email support
• Changed the PO initialization from fulfillment orders to first look at the vendor price before using the cost on the line item if no vendor price set.
• Added a column for qty available and highlighting if order qty is below this on the open orders report
• Added a way to print multiple fulfillment order picklists and confirmations from the orders open report

• Added some AR payment detail drilldowns.
• Added invoice drilldown to sales tax report.
• Added vendor and bill drilldowns to AP aging report.
• Drilldowns for discount aging report.
• Fix to floating header for IE 10.
• Changed sorting to vendor name on pre-approved check writing page.
• Added drilldowns to the PO received list.
• Added back company time zone edit box.
• Fixed issue with note not displaying when an order or quote was emailed.
• Added more drilldowns for payables list and check list.
• Drilldowns for the bank rec and another for the payment report.
• Added to the item valuation report an option to show only negative on hand items
• Added a way to group cc transactions by day on the bank rec, show a subtotal and allow clicking a box to auto-check all cc entries for that day.
• Change to bank reconcile to only show cc daily total if there were cc trans that day.

• Added way to help block duplicate customer entry on POS/FO page.
• Added way to block certain users from changing the description or viewing costs on the POS/FO page.
• Block unposting and editing gl entries from closed years.
• Drilldown to payment info from 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 customer balance history report.
• Drilldown on cc transaction report to the order or invoice payment was for.
• Misc. feature enhancements and bug fixes.

• New interface for credit card setup page.
• Option to allow blocking of due date display on invoice PDFs.
• Enhancement for .ofx file imports.
• Misc. feature enhancements and bug fixes.