Added the ability to grant or block access to the 'About' dialog via the Admin > Security Roles page. Removed client portal access to the About box. (BMS-858)
The 'Income Account' and 'Expense Account' values defined for each billing configuration specified on the Admin > Finance > Billing Configuration page are now included in exports to Quick Books. (BMS-439)
CRM
Added support for multiple templates for quotations and sales orders. As has been done with invoices, a variety of templates will be added over time. (BMS-863)
Finance
Added two new search parameters to the Finance > Billing Review > Labor Hours page:
Task Status
Ticket Status
Added two new search parameters to the Finance > Billing Review > Expenses page:
Ticket Status
Project Status (BMS-909)
Fixed a QuickBooks Desktop > Invoice Date discrepancy due to a time zone issue in the web service. (BMS-734)
Fixed an issue with missing product charges in invoice line items when synchronizing with QuickBooks. (BMS-803)
Fixed an issue with synchronizing an invoice when the sales rep specified a middle name in Quick Books. (BMS-830)
Fixed an issue with posting the same record twice if opened concurrently in two different windows. (BMS-876)
Quickbooks Sync now includes the export of sub-accounts in the Chart of Accounts. (BMS-831)
Fixed an issue that prevented syncing invoices that included an item description containing the ampersand (&) character. (BMS-873)
Home
The Home > My Timesheet > 'Notes' tab was renamed 'Internal Notes', to make it clear notes added to this tab are not shown to clients. (BMS-861)
Service Desk
Added the Contact field as a search parameter to the Service Desk > Assets Management > Hardware Assets page. (BMS-775)
Added the address of the customer account location to printouts of service desk tickets. (BMS-811)
When a client sends in an email to create a ticket, the system now responds with a 'Reply All' email message instead of a "Reply" message. (BMS-929)
You can now update a ticket linked to an inactive contract. (BMS-918)
Added the ability to set the text foreground color for a specific ticket status. This option is set using the Admin > Service Desk > Ticket Statuses page. (BMS-815)
Reports
Added Hardware Assets and Software Assets to the Report > Ad Hoc Reports page. (BMS-790)
Added a new 'Report Logo' option to the Admin > Company Settings > General tab. This option affects all reports and forms that support showing a logo. This is a separate option from the 'Logo' option used to display a logo in the user interface. (BMS-872)
VSA Integration
Batch closing of VSA integrated tickets now closes the associated alarms in the VSA. (BMS-676)
Fixed an issue with the new line format in the Ticket Description field of monitoring alert tickets created from an integrated VSA. (BMS-917)
