Fixed an issue that prevented deleting views that included special characters. A view is a user-defined filtered search of a specific list page.
Fixed listing pages to save the sort order and apply this sort order on auto refresh.
Ad Hoc Reports
Fixed an issue with the start time not showing when Start Date is selected from the Timesheet > Timeentries category in Ad-hoc Reports.
Added a new field 'Description' to the Hardware and Software Assets in Ad-Hoc Reports.
Added Service Calls as a category to Ad-hoc Reports.
Added a 'Expense Sheet Approval History' category to Ad-hoc Reports.
Added a Project > 'Project Charge Delivery Details' category and Service Desk > 'Ticket Charge Delivery Details' category to Ad-hoc Reports.
Admin
Fixed the search for the 'Notified Internal Resources' fields on the Admin > Service Desk > Email Parser > Notifications tab.
Fixed workflows to save the Sub Issue Type value entered in the Conditions section.
Fixed an issue that prevented notifications being sent to all employees entered in the 'Notified Internal Resources' fields of the Admin > Service Desk > Email Parser > Notifications tab.
Fixed an issue with workflows not working when the Is Empty operator is selected in a condition.
Fixed an issue with workflows not working when the Changed operator is selected in a condition.
Fixed the email timeout for custom email servers to send emails normally. Custom email servers are specified using the Admin > My Company > Company Settings > Outbound Email tab.
CRM
An Invoice column was added to the Accounts Contacts tab of the Edit Account page. This column displays the value set for the existing 'Receive Invoices' option.
Finance
When posted retainer hours equal the hours specified in the contract, overage hours now show as zero.
Fixed the Finance > Billing page to show billing entries for all clients when the Check All checkbox is checked in the Clients search parameter drop-down list.
The following Quickbooks import rule was added:
Customers are set to taxable by default when imported from QuickBooks, or the following applies:
If Sales Tax Item in QuickBooks was not set, then the customer is set to not taxable.
If Sales Tax Item in QuickBooks was set, then the Tax Rate Value for that item is tested. If zero, the customer is not taxable. If > 0 then the customer is set to taxable.
Home
Submitted timesheets for the root user are now always approved. Previously, the root user's submitted timesheet could never be approved, as there was no manager above the root user to approve it.
Fixed an issue with service call records downloaded to the Outlook Calendar showing HTML tagging in the subject line, such as line break <br> tags.
Inactive work types are now removed when adding new time entries.
Previously time entries added using the Home > Adjust Timesheets page were auto-approved. Now time entries added using this page follow the status of the timesheet.
A new Downloads page was added to the Home module. This page consolidates downloads for available Kaseya® BMS™ integration tools.
REST API
Added a new REST API 'GetTicketByTicketNumber'.
Service Desk
Notification emails sent when adding time entries to a ticket now display the line breaks the way they were entered in the general note.
Using the ticket Assign button is now interpreted by the 'Activity Added By' trigger field in workflows as an 'Employees' activity, not a 'Clients' activity.
Fixed the selection list for adding related tickets to not show already added tickets.
Ticket types can no longer be deleted if they are used elsewhere in the system.
Due Dates now also display a timestamp on ticket list pages.
Added a new 'Create Multiple Items' option (yes/no) on the Charges tab of projects and tickets. Selecting yes for this option splits the total quantity into individual lines, each with a quantity of 1.
QuoteWerks
Added integration with QuoteWerks sales quoting and proposal software. See the QuoteWerks Integration Guide for details.
RMM Integration
Added the Resolution Status field to the Ticket Defaults section of the Admin > Service Desk > RMM Integration Settings > General Settings tab.