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WARNINGS
Manifest Reports using ManifestID and printing multiple labels by selection will need to be updated
New Permissions Added (compare to previous and list them):
Can Delete Drawings
Can Delete Roles
On Estimates, if you use the Rich Text for the Estimate/Group description, you will need to revise the Proposal Reports to display the rich text.
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QuickBooks Desktop users that transfer data directly to QuickBooks will need to install QBFC 16 which replaces QBFC 13. You can download the 32bit or 64bit version from the Download Utilities page. |
NEW FEATURES
We’ve introduced an exciting new feature: This feature allows you to create standalone products or combine multiple sub-products into a final product or assembly. For instance, you can have separate products like a door assembly, shelf assembly, and a cabinet carcass. By combining these, you can easily create a one-door cabinet with shelves. Using sub-products streamlines the process of assembling new products in your Product library, making it quicker and more efficient. | |
Introducing the All-New Estimating Module: Faster, More Intuitive, and Packed with Enhanced Controls We are thrilled to announce the release of our completely refactored estimating software, designed to revolutionize your user experience. This major update brings significant improvements to both the backend and the front-end user interface, ensuring a seamless and efficient workflow for all users. Backend Enhancements: Powering Performance Our development team has meticulously overhauled the backend architecture, resulting in a robust and high-performing system. These enhancements translate to faster processing times, increased reliability, and the ability to handle larger datasets with ease. Whether you’re managing complex projects or handling multiple estimates simultaneously, our software is now more capable than ever. Front-End Overhaul: Intuitive and User-Friendly The front-end user interface has been completely redesigned with you in mind. Our goal was to create a more intuitive and visually appealing experience. The new interface is not only aesthetically pleasing but also highly functional, allowing users to navigate effortlessly through the software. Key features include:
Greater Control: Empowering Users One of the standout features of this update is the increased level of control it offers users. With more customizable options and advanced settings, you can fine-tune the software to match your workflow perfectly. Key improvements include:
If your estimate/proposal report was created prior to this new feature’s release, you will need to update the report, so it displays the rich text. Experience the Difference We invite you to experience the new and improved estimating software for yourself. With its faster performance, intuitive interface, and greater control, it’s designed to make your estimating tasks easier and more efficient than ever before. Upgrade today and take your project management to the next level. | |
Applying a Payment to an outstanding project invoice now includes the option to associate a Payment Method. You can add, rename, and delete payment methods. | |
Many datagrids have been replaced throughout the desktop application with more easy-to-use and highly customizable grids. The more modern datagrids offer an array of UI customization features - so you can personalize your datagrids to meet your ever-changing needs. Here are a few of the UI/UX customization options. | |
The Detail sub-tab on the Timeclock form displays labor punches in a datagrid that can be grouped, filtered and sorted allowing you to view your labor detail records in a way that provides you valuable insights to your data. | |
Depending upon employee permissions, users now have the ability to manage Time-off requests from the Calendar form. | |
MR Queue | MR Queue is now a new interface (add a link to walkthrough of functionality in the new tables) |
Report Interface | Report Interface is updated. RDL reports now have a parameter panel instead of a string of popups. RDL and REPX reports are identifiable by different icon colors. |
Dashboard App | Dashboard App now supports RDL, REPX and BI Dashboards |
Project UDCs | Project UDCs with Validation have a Drop Down now (add link to instructions on how to configure this) |
Customize the Project and Task appointment text on the Calendar | The text on the Project, Phase and Task appointments on the calendar can be customized using the settings name Calendar_ProjectDescription, Calendar_PhaseDescription and Calendar_TaskDescription. |
Material/Labor Sub-Tables for Products | Added copy/paste rows on Material/Labor sub tables for products |
Task Overview Filter | Added Flags to Task Overview Filters |
Businesses | Added a GLAccount field for Businesses for Transferring POs to Quickbooks allowing a different GLAccount per vendor |
Queries Form | Query form is Redone |
FIXES FOR KNOWN ISSUES
The Flag filter on Capacity Calendar was not functional | blah, blahWhen a Flag is set on Project, enabling this filter on the capacity calendar removes these Projects from the calendar, this is now fully functional. |
Some Quickbooks Desktop imports were rewritten | blah, blah |
Blah, blah, blah | blah, blah |