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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.
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