A new Account Code field was added to the CRM > Accounts > Account tab. You can filter the Accounts page using this new field.
On the CRM > Quotations > Service Quotations page, the Period column was added to the Line Items tab and the Convert to Contract step in the Convert Quotation dialog.
You can now filter sales orders by Project Name on the CRM > Sales Orders page.
Finance
You can now add custom fields to invoices and to invoice category reports in Ad-Hoc Reports.
You can now add custom fields to payment records and to payment category reports in Ad-Hoc Reports.
Home
Managers can now see submitted timesheets and expense sheets in read-only mode on the Home > Adjust Timesheets and Home > Adjust Expenses pages, while these records are being reviewed for approval.
RMM Integration - Kaseya v2
Improved the user interface for CRM Accounts vs. VSA Organizations synchronization and matching.
Edit and delete mapping options were added.
Minor spelling differences are ignored to intelligently match accounts.
The CRM Accounts Synchronization process now automatically adds any parent account relationship imported from the VSA if it is not already imported or linked.
Additional agent info available in the VSA is now included when importing assets.
The filtering of assets prior to import was improved. A new "Is Computer Agent" filter was added to distinguish assets with and without a Kaseya agent installed.
Bug Fixes
Fixed an invalid calculation of expenses mark up or mark down when reimbursing employees or billing a vendor.
Fixed an issue with deleting service calls, todos, appointments and other items from the Home > Dispatch Calendar page.
Fixed an issue with incorrect dates and times for calendar items synchronized using the Outlook Calendar extension.
The Home > My Tasks page no longer displays tasks of archived projects.
Exporting invoices using the Finance > Invoice > Export menu and sub-menu options now match the list of invoices you selected.
Fixed an issue with timesheet approvals when timesheets contain entries for multiple projects with different approval routes. If no time is entered for a task, misleading emails are no longer sent that say the timesheet was partially approved.
Fixed an issue on list pages with the filter being reset after selecting a different column to sort by.
A “completed” task now allows the status to be changed to “closed”.
Fixed an issue with specifying Recurrence or Edit using the IE 11 browser on the Service Desk > Recurring Master Tickets page.
