We’ve given dropshipping a little bit of beef – check out the new features.
Our Dropshipping features now allow your company to be in the role of the company selling the product, the dropship vendor or a combination of both.
Created special Dropship Quotes, Dropship Sales Orders, Purchase Orders and Dropship Sales Invoices. Also Introduced the Dropship Delivery (figure 1) document that can be used in lieu of shipment/item receipt when your company doesn’t need to ever have the inventory on your books. Printing this gives you a new Proof of Delivery document (Figure 2)
Dropship Purchase Orders may be created from individual lines on Sales Orders (see figure 1, (1) ) for the times when you can’t fulfill the order and relay on a third-party vendor. All are tracked back to the Sales Order and a dropship status has been added (2)
Here at AccountingSuite™ we have continued to take your feedback and make improvements to our software. Our last release of this year has been completed and here we bring you the list of the changes we’ve made. Thank you for being an Accountingsuite customer and we look forward to working with you in the new year!
Dachshund 2 Release Notes
New or enhanced features
Added a Creation Date for Statements.
Adjusted the fields on the Email screen for better visibility.
Changed the name of attached documents in emails to the name of the document being emailed.
Added the document number and date in the title on the Print Preview screen.
Added a new Vendor Payment report, available in all plans.
Refactored the Bank Reconciliation Form, fixing several issues and adding additional features.
Added the ability to Un-Approve previously Approved transactions in Cloud Commerce.
Fixed an issue that prevented deleting a shipment after creating shipping labels.
Fixed an error where the Print Preview screen reported errors when large amounts of data was present.
Fixed an error where the report level did not match what was displayed.
Fixed a bug that prevented Statements from being generated when Closing Date fell after the Statement Date.
Fixed a bug that caused multiple Cash Receipts to be generated from Stripe charges when certain conditions were present.
Fixed multiple formatting issues with the Dropship Packing List Print Form.
Fixed an issue preventing Bank Deposits from being created when Stripe transferred money to a bank account.
► Customer Statements now have email templates! Use new mail merge tags to send Customer Statements en masse and still be personal! Multiple templates my be saved to make your communications just the way you want them. Set common text and then personalize one or more emails even further.
► We also optimized printing multiple statements – no more Wait or Quit message! Print as many as you want!
► If multiple statements are created for a company, one email with all statements/supporting documents in created and can be sent together.
► Improved the process for changing user rights when that user was logged in.
► In the Bank Register, we re-worded an error message that was not very user friendly when attempting to change the amount on a Cloud Banking transaction. Also improved the handling of changing amounts in Bank Registers for transactions that were approved through Cloud Banking.
► Sales Orders may now be created from a time-tracking record if one does not exist. All fields will be automatically populated.
► On Sales transaction entry forms, we limited the list of available companies to choose from to just Customer and Customer/ Vendor companies. For Purchase transaction entry forms, only Vendors and Customer / Vendor companies will be available.
► Fixed an issue when working with clearing accounts that was marking certain transactions as reconciled, therefore preventing them from appearing on reconciliations.
► Bank transfers may be completed with bank accounts that have different currencies.
► Sales Invoices may be emailed multiple times, and payments may be made from any email send from the invoice until the balance reaches zero.
Improved the workflow and usability when emailing multiple statements to more than one company.
Added the option to Print Customer Statements directly from Customer / Vendor Central.
Generated Customer Statements now are listed along with the other transactions in Customer/ Vendor Central.
Added versioning in the Customer Statement Audit Log.
Fixed a bug that prevented printing multiple Customer Statements.
Corgi 7 is here! Check out all of the awesome new functionality and bug fixes here.
Customer Statement Enhancements
Project / Time Tracking Enhancements
Added a column in the Time Tracking list indicating whether or not the record is billed or unbilled.
Time Tracking Create button not offers the choice of a single or multiple record input form.
The hours column is clickable and shows the records associated with the number of hours in the column.
Changed the multiple record entry form to allow for the rapid entry of time tracking records by moving the common fields to the top and laying out the entry similar the Bank Register.
Added copy buttons to facilitate rapid entry.
If a sales order does not exist for a time tracking record(s), the system will offer to create one for you.
Assemblies may now be disassembled.
Serial numbers are now not required on item receipts if the checkbox on the item detail regarding serial numbers and item receipts is not checked.
The description field on the location detail has been expanded to display 50 characters.
The item pop-up list that appears when selecting the item to transfer on warehouse transfers now displays price.
Consignments have arrived! The new functionality includes indicators on the location, customer, cash sale and warehouse transfer forms that the object is related to consignment. A new consignment report has also been provided as well as a field to add the consignment fees.
Other Enhancements and Fixes
Shipping costs calculated and brought in via the Shipstation integration now populate on shipment document and are not editable.
We’ve added Landed Costs! Once enabled, it adds a tab by the items list on Item Receipts where you can add all of the costs associated with the getting the product from your vendor to you and have a more accurate cost of goods sold.
A new purchase variance account has been added to account for differences of amounts between bills and purchase returns.
An update was made to the Paypal integration – users paying with PayPal are no longer required to create a Paypal account to use the service.
Serial numbers have been streamlined and now have validation to ensure that what goes out can’t go out again.
[jmlnotification type=”alert-warning” close=”false” ]It’s a good idea to complete the following procedure in your Test Company / Sandbox before doing it in your live account.[/jmlnotification]
Navigate to Quick Menu [icon type=”arrow-right”] Settings [icon type=”arrow-right”] Data Import.
Click Choose file for import and browse for the csv file that has the updates.
Check the checkbox labeled The first row of my source file contains headers.
Ensure that How should the system handle rows that already exist? is set to Update existing record and that the Ignore blanks checkbox is checked.
Click the button labeled Load field mapping and choose From file.
Close the pop-up window by clicking the x in the upper right hand corner of the pop-up.
Browse for the file labeled Creative Memories Item Field Mapping.txt and click Open.
Click Prepare Data.
Ensure that the data displayed looks correct and that columns have values.
Click Check Data.
Check the report and ensure that the Failed count is 0 [1. If this count is greater than 0, click the Back to Data Preview button and check the records that are in red. If possible, correct these record by changing the incorrect values or unchecking the checkbox on that row. Make a note of the item number and request assistance from your Creative Memories partner.]
Click Back to Data Preview.
Click Import Data.
Ensure that the Failed count is 0[1. If this count is greater than 0, make a note of the item number and request assistance from your Creative Memories partner.].
This release brings some exciting changes to the User Interface for you!
Using a new tool located in the upper right-hand corner of the screen, scale the AccountingSuite workspace to a size anywhere from 50%-400% of the default. You may set a different size for each window separately or use one setting for all windows.
Scaling the workspace
We’ve moved the open item tabs to the top and added a new right-click menu that includes Close all, Close other windows and Close window to the right. You can also setup the side-by-side view in this menu.
We have fixed the truncated menu items and labels. Part of the fix was to move the labels to the top of the field rather than on the left. This fix also makes the fields/labels stay put when re-sizing the screen.
We have introduced new clean, sharp looking icons throughout the system.
Added the ability to control the numbers of decimal fields that can be entered when creating a custom field.
Improved error messages.
Changed the appearance of certain User Interface elements to make them more prominent.
Made the process of entering and editing numbers more user-friendly.
Fixed an issue where the space between the street number and street name was omitted when printing.
On the A/P Aging and A/R Aging report, an option has been added to show records without a Company.