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Release Notes v2-2.7

 Summary

Version 2.7 introduces several major features including a new customer-facing ticketing screen, expanded report export options, two-factor authentication for enhanced security, TrackRight integration, and support for the Gemalto AT series ID scanner. This release also includes a wide range of improvements to QuickBooks syncing, dispatch, compliance, and numerous bug fixes across reporting, ticketing, and UI.

Highlights

  • New Customer-Facing Ticketing Screen - A redesigned ticketing interface built for customer-facing operations
  • Report Export Format Options - Reports that previously exported only to Excel (XLS) now also support CSV export
  • Two-Factor Authentication (TOTP) - Added time-based one-time password support for improved account security
  • TrackRight Integration - New API integration with TrackRight for streamlined data exchange
  • Gemalto AT Series ID Scanner Support - Added IoT device ID support for the Gemalto AT series ID scanner

Improvements

  • Added a received date field for AR settlements in QuickBooks Online
  • Added option to not sync AP settlements in QuickBooks Online
  • Combined duplicate line items into a single line when syncing to QuickBooks Desktop
  • Removed the "SR" tag prefix from QuickBooks Desktop and Online invoice syncing
  • Added VIN text to the AP settlement report
  • Added compliance rule check to ensure TX DPS customers use categories for all businesses
  • Added log failure messaging for Alabama uploads
  • Prevent finalizing a BOL when no materials are added to the packing list
  • Prevent deletion of a material if there is active inventory available
  • Ability to remove credit card on file from Propler
  • Preserve dispatch addresses from merged accounts when merging business records
  • GRG ATM now connects via API
  • PalletRight branding integration
  • AP open tickets now allow switching the ticket date
  • Credit card payment logic updated to prevent tickets paid by credit card from being left open

Bug Fixes

Reporting

  • Price list report formatting no longer overlaps the header on 2-page layouts
  • Shipment status report now correctly matches contract totals
  • Sales invoice report now shows correct margin grand totals
  • SO fulfillment report now populates data correctly
  • Daily summary report numbers corrected
  • Purchase summary reports can now be generated from other yards
  • Sales margin report PDF export fixed
  • Transaction detail report no longer returns blank when using "All Category" filter
  • Inventory, FG, and FG Production reports no longer error when downloading as CSV
  • Dispatch board report no longer loads a blank page
  • Sales person report now displays all sales persons correctly
  • Task report no longer shows incorrect organization data
  • Blank ATM reconciliation report no longer sent daily via email

Ticketing and Payments

  • Updated payment type now displays correctly when editing a customer on the ticketing screen
  • Settling multiple tickets in AP correctly combines them on the settlement side
  • Duplicate ticket issue with amount display and void/replicate resolved
  • Material can now be added to a ticket via search bar after iPad sync
  • Adding a vehicle to a ticket first no longer auto-checks "add manually" for vehicle details
  • Price no longer changes after syncing from iPad

QuickBooks and Accounting

  • QuickBooks Desktop date conversion issue resolved
  • QuickBooks Online negative (sale) ticket sync issue with new material fixed
  • Sage cash transactions now sync correctly to vendor invoice
  • Some contracts not displaying totals in sales invoice report fixed

Inventory and Materials

  • Inventory settings no longer randomly switch UOM to null
  • Troy ounce unit conversion corrected
  • Sortation materials no longer appear on customer purchase reports
  • Sales margin average cost no longer shows 0 when created from outbound ticketing screen
  • Cannot remove price list assignment from customer fixed
  • AP ticket reprice average cost issue resolved

UI and Usability

  • Dispatch address auto-populate now works correctly when typing an address
  • A manual Ohio DNB check now displays a message if the request fails
  • Advance checks now print correctly for custom templates
  • Check register payee name corrected
  • "Required" label for thumbprint now displays in red to match signature
  • QuickBooks radio button UI no longer overlaps label text
  • Organization pay preferences spacing corrected
  • Two-factor authentication label alignment fixed
  • Inventory shipper now scrolls through BOLs/PLs when searching
  • AP column sorting no longer changes the saved page limit
  • PL/BOL search now correctly references the searched PL
  • AP sort column now shows correct page on next page
  • AP/AR review now shows all tickets without requiring a refresh
  • Transaction details report UI corrected
  • Transaction details report category field now works properly
  • Report organization dropdown positioning fixed
  • Purchase report VIN report radio button no longer reflects on organization text box
  • Material dropdown no longer displays blank on dispatch brokerage tickets
  • Unable to open SO contract when business country is set to China resolved