Release Notes

Release Notes


New Features

Expanded Classes!

  • Classes may now be used on individual document lines and have also been added to Timetracking
  • Deposits and Bills now record Classes.

Reporting Enhancements!

  • The income statement and balance sheet reports now show sub-accounts in addition to the top-level accounts.
  • All reports have been moved to a new Reports tab for easier access.

Enhanced Invoice Email!

  • Emailed invoice now shows shipping, discounts and sales tax.
  • Notes from the individual invoice in addition to the notes on the invoice customization template.

Printed Form Improvements!

  •  The printed Sales Order now includes the memo field.
  • The printed Credit Memo form now includes a billing address.
  • Vendor Code and Vendor Description now appear on the Purchase Order printed form.

Recurring Templates!

  • Shipping, Sales tax and Discounts have been added to Recurring Templates.

New Sales Orders Features!

  • Sales Tax and Sales Order pre-payment features have been added to Sales Orders.
  • Sales Tax and Shipping information is now automatically carried to the Sales Invoice upon creation.

Terminology and Field Arrangement Changes

  • On Cash Receipts, the Credit Memos tab has been renamed to Credits to more accurately reflect the tab’s content.
  • In Cash Receipts and Cash Sales, Bank Account has been renamed to Account.
  • On the Start Page, we’ve added Create by each heading to reflect the function of the links.
  • The Print Sales Order and Print Sales Quote buttons have been swapped in the Sales Order screen.
  • Downloaded transactions has been renamed Cloud Banking.
  • Renamed Report Export to Data Export in the Tools Menu.
  • Location fields no longer show when the multi-location feature is not enabled.
  • The Due Date is now a required field on the Sales Invoice

Resolved Issues

  • Fixed an issue in the import module that caused records to be imported despite the fact users unselected the import checkbox
  • Fixed an issue in Cash Receipts that used the default A/R account instead of the account on the Cash Receipt.
  • Fixed a bug where price would not be carried over when generating a Sales Invoice in Timetracking.
  • Fixed a reporting issue that caused the Balance Sheet to fail if the Company Name was not entered in Settings.

To learn more, call AccountingSuite Sales @ 888.328.8275 or 415.GO.Bliss (462.5477).
Hang out with us on the web: @AccountingSuite or

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