Windows Client 10.5

Enhancements

• Journal entry screen has a new look
  
• Journal help articles have been updated
  
• Unassigned events can now be edited from scheduler
  
• Automatically associate sales rep to job file 
• Department Overhead calculation is now working
  
• New setting to adjust taxes when credit memo is applied
  
• New columns and header sorting added to main activity tab
  
• Support ID is now visible at the top of the screen next to user name.
• Collections Manager now has a column for “job category”

Bug Fixes

Bonus Manager:

• Improved the run time
• Invoices with multiple payments were being doubled
• Was not calculating correctly when multiple transactions are for the same amount

Changes to a level one profile:

• Were able to edit department templates from the Home Tab
• Were able to see groups higher than level one
• Were able to see jobs they are not associated with from Scheduler Tab
• Activities tab was including other jobs associated to organization but not to user

Collections Manager:

• Error message was popping up when adding a comment

Groups:

• A "creator edit only" group, could not be viewed in Marketing Manager if viewing was allowed

Home tab:

• Load saved report: double clicking was producing an error and loading twice

Job Costing screen:

• Invoiced amount was not showing correctly when there was a credit memo
• Job projected total was not showing correctly when some departments do not have initial bid

Job manager:

• Financial (beta) report: departments were not filtering properly using the "based on" field

Job Tab:

• Locate Job#/Name search was breaking when the Job Manager was open on one monitor with the Main program open on second monitor

Marketing Manager:

• Export to Excel button was disabled for contact analysis report

Merge codes:

• Zip code were not merging correctly from address

Scheduler:

• +/- buttons to show more /less resources would allow user to remove all resources from the view, then the buttons would disappear
• Add event screen was changing event type upon opening to edit event (only for event type other)
• Add event screen: send email option was adding everyone, not just those checked
• Chronicle was selecting incorrect person to send an email to instead of emailing the associated organization
• In view options line indicating section break was clickable and should not be
• Info Panel was showing HTML code
• Monthly recurring event starting on the 31st was resulting in errors
• When printing info panel, journal was showing as HTML

Security contexts:

• Duplication was removed for XACTNETSENDJOURNALSBYOTHERS
• Duplication was removed for JOBDOCREMOVEREQUIREMENT

Corrected Email Issues:

• Xactimate emails were not being delivered correctly