Corgi

June 1, 2018

    Corgi brings us a bit update to Cloud Commerce!

    Cloud Commerce Changes

    We’ve given Cloud Commerce* a complete overhaul and we think you’ll find it amazing!   Highlights include:

    • Using Shipstation**  as an aggregator, connect your eCommerce site (eBay, Amazon, Etsy, Shopify, WooCommerce, BigCommerce, Ecwid, Squarespace, Square, Volusion, Storenvy, OpenCart, ZenCart, Yahoo***…… and many more!
    • Orders automatically come in from your eCommerce Store  into ShipStation where you can ship them and then flow right into AccountingSuite – Invoice and Cash Receipts included.   Talk about losing data entry headaches!

    The changes that were made during this release include:

    • The integrations tab in settings has been redesigned to make it easier to use. (see 1, below)
    • The Cloud Commerce interface was re-designed to be very similar to the Cloud Banking interface – but instead of transactions, you have Orders, Customers, Products, and Locations which can be added, matched and approved.  (Figure 2)
    • When adding products, the system will prompt you to add quantity on hand and cost information. (Figure 3)
    • Redesigned the Package information page that is filled out when generating labels.  (Figure 4)

    Figure 1: The integration settings page for ShipStation.

    Simply click the link to go to ShipStation and copy the API key and secret to AccountingSuite. Enable labels and sync your stores and you’re ready to go!   Watch a video.

     

    cloud commerce

    Figure 2: The main cloud commerce screen.

    products

    Figure 3: The system will prompt you to add quantity on hand and cost information when approving products coming in from stores.

    Print Shipping Labels

    Figure 4: Package Configuration (Print Shipping Labels)

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    *Cloud Commerce is available with our Professional w/ eCommerce Package only.  See our pricing page for details.

    **ShipStation is a paid third-party service and to use the features described in this section, you must have a ShipStation account.

    ***You may need to be on a specific plan with your eCommerce Store in order to integrate.   Check with the vendor to ensure you have what is required to use the API.

    Square

    We have also created a direct integration with Square which will automatically create Cash Sales when a POS transaction is completed via Square.

    Square Integration

    Figure 5: Square Integration

    Other

    • Customer / Vendor code is now displayed in drop-down menus.

    • Fixed a bug with ShipStation labels that removed spaces between the first and last names of the recipient when printing the labels.
    • Resolved an issue with labels containing special characters.

    Boxer 6

    May 19, 2018

     

    Release Notes Boxer 6

    • Improved the User Experience of entering multiple email addresses in the “Email To” field when emailing documents and added an email picker.

    • We now include Sales Order and Shipment numbers on printed sales documents.

    • With the new date format option on the CSV mapping tab, the format of the date may be specified before importing transactions rather than having to change the format in the csv file.

    • Added the ability to copy Cash Receipts and Cash Sales.
    • Due to issues resulting from users forgetting to change the quantity of ordered items from the default of zero, we changed the default value for quantity to blank.
    • The account field on the register is now required when the entry does not have a bank account.
    • The sales order number is now shown on the Shipments list by default.

    • Reworded an error message when posting Bills that is more user friendly.
    • Fixed an issue where the Sales by Item report did not include invoices created from shipment under certain circumstances.
    • Fixed an issue where Bill Payments were generating random check/ref numbers.

    Boxer Update 2

    March 2, 2018

    • Improved the security of SSN Storage.
    • Renamed total columns in bank register for credit card accounts to Charges (money out) and Payments (money in).
    • Added new Bank permissions for users.
    • Added Purchase Returns to the Business Edition.

    Boxer

     

    • Introduced the StartUp Edition, an edition of our software for businesses without order or inventory management.
    • Created a new edition of our software for service companies without inventory called Business Edition.
    • Introduced the Professional Edition with Order and Inventory management features.
    • Introduced our Professional w/ eCommerce Edition (coming soon!)
    • Added the ability for existing accounts to add additional users without changing plans.

    Boxer 5

    Boxer Update 5 is here!   In this update we made the following changes:

    • Changed the titles on the Project / Jobs transaction lists to be more descriptive and to show which project the shown transactions belong.
    • Improved the audit logs by adding the document number to all entries when a document number exists.
    • When copying a sales order to create a new one, promise date is no longer copied to the new one.
    • Corrected the display of the sales order number hyperlink on cash receipts to be consistent with the display of other hyperlinks.
    • In Statements, renamed the Email Selected button to Email to be consistent with the button in other modules.
    • Fixed an issue where Payment Terms would not carry over from the Sales Order to the Shipment.
    • Fixed an issue where the footer images on print forms could not be removed in the Print Form Setup tab in Settings.

    Boxer 4

    The Boxer Release brings us lot of great new inventory features and other goodies!

    Inventory Module

    Items

    • When copying an item, the Unit of Measure information is now copied with the rest of the fields.
    • A  default unit of measure for selling and a default unit of measure for purchasing may be specified on the item card rather than the on the Units of Measure Set.    This allows items that share the same Unit of Measure Set to have differing default selling and purchasing units.  (see below)

    Changing the default sale unit can now be done on the item card

    Changing the default sale unit can now be done on the item card

    • The following fields have been added to the inventory item card Weight, Height, Width, Length and dimension units of measurement. (see above)

    • The ability to add multiple images has been added to inventory items.

    the item card

    New additions to the item card

     

     

    • A Total Value column has been added to the inventory item list view.

    New total Value field on item list

    New total Value field on item list

    Locations, Lots and Serial Numbers

    • The location field has been added to Credit Memos and Purchase Returns so the correct location’s inventory is updated when creating these documents.

    Location on Credit Memo

    Location on Credit Memo

    • When changing the quantities of previously entered items that have serial numbers, a pop-up will display that gives the ability to choose serial numbers for the quantity specified.
    • A new lot type that combines expiration date + lot number has been added.

    New Lot Type

    New Lot Type

    Sales Module

    • Payment Terms are now displayed on Sales Orders and Quotes.
    • Sales Pal has been given a complete re-design, with additional information about the line and the order available as a pop-up.   The Sales Pal is now available on the Shipment document as well.

    SalesPal Enhancements

    Sales Pal Enhancements

    • Ship Via field has been added to the Purchase Order screens to specify to the vendor how to ship your order.

    • Purchase Returns now have print and email capabilities.

    Reports

    • All Non-Financial reports use the same template for a consistent look.  
    • Updated and standardized alignment of report templates for Headers and Titles. (see 1 in image below)
    • Each Function in Reports now individually has the option to “reset to Default” rather than “reset to default” for the whole report. (2, below)
    • New “Eye-Con” and “X-Con icons assist with hiding and removing manually added filters. (3)
    • Added report settings may now be deleted by the user who created them. (4)
    • A new right-click menu added to the report fields (on the report that has been run) allows users to create filters and specify sorting options on the fly. (5) . 

     

    • Aging Reports now have an “As of <date>” that displays the date chosen by the user when running the report.

     

    Attachments

    • Document attachment preview has been added to the document attachment detail screen and is shown for the following files types:  documents (pdf, xls, xslx, txt) and images (png, jpeg, bmp).

    Preview in Attachments

    Preview in Attachments

    • Links may be stored as attachments and when clicked will load the site in a new window.

    Eternal Links in Attachments

    Eternal Links in Attachments

    • Images may now be pasted from the clipboard when attaching photos or other images.   

      Journal Entries

      • To exclude a journal entry from a Bank Reconciliation, check the checkbox marked “Do Not Reconcile” and click Post.

      Do Not Reconcile

      Do Not Reconcile

      Afador Update 2

      • With the new Batch Reclass feature, change accounts, companies, projects, and classes on transactions en mass.  How much time will this save you?

      • Filter transactions in Cloud Banking that have been marked as Matched, New or Transfer and work on them without the interference of other transcations.

       

      • Cloud Banking screen has helpful messages that will assist if the automatic connection to the bank didn’t occur successfully.

      • A new match rating has been added to the Cloud Banking match window that can help find matching transactions more quickly.   More likely matches will appear at the top of the list.

      • When clicking on a transaction that has been previously approved in Cloud Banking, the transaction will be opened in Cloud Banking and highlighted.
      • Cloud Banking transaction information is now updated with changes made to the transaction outside of Cloud Banking.
        • Lists that include a subset of Cloud Banking transactions may be exported to excel if a review is needed by a party that doesn’t have a login to AccountingSuite.“
      • When exporting transactions in Cloud Banking a preview is available along with the ability to email the export in many different formats.
      • Company may be added on the G/L tab when working with Bank Deposits without a Cash Receipt.
         
      • Projects on Journal Entries are now filtered by the Company in the entry.
      • A message will be displayed to the user if a transaction upload contains transactions with dates that fall after the Bank Feed Start Date in Bank Settings.
      • The Ask CPA account is no longer used when Cloud Banking does not have a suggested Account.  A suggested category will be displayed instead.

      • Improvements to Bank Transfers help prevent duplicate transactions by
        • automatically matching the transfer in the second account if both accounts are in Cloud Banking. 
        • running matching before categorization rules are run (even for auto-approved transfers).
      • Fixed an issue where the incorrect address was printed in the email body on dropship POs.
      • Fixed a balance issue that occurred in imported Bill Payments that had an item on it multiple times.

      Afador Update 1

      More inventory updates and a bunch of report improvements come your way with this release.   Read on to see what we’ve added for you.

      • Auto-Assembly is available in beta preview.  This feature will automatically build any sub-assemblies when completing an assembly build. (1)
      • Quantity on hand data for raw materials and sub-assemblies is available (2)  as well as Available to Build quantity (3) on the Assembly Build document.

      • Individual items that are a part of an Assembly may now be displayed on print forms.
      • Pending Assembly Builds are now included in the Available to Promise calculations.

      Available to Promise calcluations.

      Assemblies are included in Available to Promise calculations.

      • An Assembly Tree is now available showing all components in an easy to view display of the assembly and all sub-assemblies.

      Assembly Tree

      Assembly Tree

      • Assembly builds may now be created from the item detail screen.

      Generating as Assembly Build on the Item Detail screen

      Generating as Assembly Build on the Item Detail screen

      • An item may now be copied on an order or invoice so that more than one of the item can be present on the same order.  The associated PO/Line Number, Lots, serial numbers, dates, locations, projects or classes are included when copying and can be changed as needed.

      • Header icons for Order Status columns have been replaced with ones that are more descriptive.

       

      Purchase Order Status Icons

      Purchase Order Status Icons

      Sales Order Status Icons

      Sales Order Status Icons

      Reporting Changes

      • Accrual and Cash Basis reports including the Balance Sheet have been consolidated into one report with the Accounting Method available as a toggle. (1)
      • All reports have been given a common settings header. (2)
      • Title, header and footer may be customized on all reports. (3)
      • Filters used in a report will appear in the header of the printed version of the report. (4) 
      • Report settings may be saved and retrieved when returning to the report.  Settings may be shared with other users on the account. (5)  Settings may be locked for editing by other users or opened for customization by the creator of the report. 

      New Reporting Features

      New Reporting Features

       

      • Improved the filter functionality in report settings.  Checkboxes allow the user to select or deselect filters to be included. (1) 
      • Improved sorting functionality in report settings.
      • Added the ability to view the reports in different levels of detail.   Each level will be represented by a button with the level number that can be clicked to view that level. (2) 
      • Multiple versions of the same report with different settings can be created by clicking the Open New Report link.  Filters, sorting and other report options will remain when a new report option has been selected, making the settings available in the new report. (3)

      Improved Reporting

      Improved Reporting

      Afador

      We are working our way through the alphabet round two with Afador – and it’s a biggie!     Afador is the first of three major inventory releases that bring incredible new features and fix things that didn’t work the way you wanted them to.  Here are the major changes in the release.  Clicking the images will allow you to view them in a larger size.

      • The backordering mechanism has been completely overhauled.   Each line on a document now has a line number so the item may be tracked all of the way through the lifecycle of the transaction.   Even in the case where a single line on a sales order is split into multiple shipments, and several invoices, the system will keep accurate track of every single item on the transaction individually.   This also improves lots and serial number functionality.    Gone are the days of receiving the error message:   “Item xxx was not declared on sales order xxx”. Horray!  View screenshot.
      • Inventory module now has the capability to over and under-receive and over and under-ship items on Item Receipts / Bills and Shipments/Invoices.  Purchase Orders and Sales Orders  may be manually closed even when all originally ordered items have not been received/shipped.  View screenshot.
      • Different lots of the same item may now be added to sales and purchases documents.  View screenshot.
      • Ordered and Backordered quantities are now on printed on the Sales Invoice and Packing List print forms.  View screenshot.

      • Products and Services are now treated the same with regards to backordering.
      • Lots and Serial numbers are now supported in Assembly Builds.  View screenshot.

      • Credit Memos and Purchase Returns now support Lots and Serial Numbers.  View screenshot.

       

      • Order status have been renamed and are more accurate.   View screenshot.
      • The incorrect status of Backordered on fully received / shipped orders has been fixed.
      • Quantity field labels have been re-written to more accurately describe the quantity displayed.  View screenshot.
      • Expected Delivery Date has been renamed to Promise Date.
      • Improved the user-friendliness of Lots functionality.
      • When clearing the posting on a Bill, the status of the Item Receipt is updated to reflect the change.
      • To prevent accidental changes, the Unit of Measure field is set to read-only on all lines except the currently selected line.
      • The email print form functionality has been enhanced and is now much like the email report functionality.   This enhancement allows the user to send more than one document in many different formats to multiple recipients.

      AccountingSuite version 1.3.02

      Under Receiving/Shipping (Backordering) and Over-Receiving/Shipping

      AccountingSuite has a robust backordering system that will track an item from initial order through fulfillment, whether it be on the sales or purchases side.    The system does not allow for negative inventory balances, but will allow under-receiving, over-receiving, under-shipping and over-shipping.

      Each line on a purchase document will contain quantities that will easily indicate the items status in the cycle.   The labels are descriptive and specific to each document.  For example, on a purchase order the label is quantity ordered and on the item receipt the label is quantity received.   Each line has a field for holding the quantity ordered or sold, the quantity received or shipped and the quantity billed or invoiced.

      Items are tracked using the items’s original sales order or purchase order number and it’s line number on that order.   Because the quantity on a line may be shipped/received on multiple shipments/item receipts, the shipment line or item receipt line number is added to allow the system to track the item through the cycle.    You may be asked at times to select the line number from a previous document, which becomes even more important for tracking items with lots and serial numbers.

      Backordering (or, Under Shipping/Receiving)

      When an item’s original order quantity is not yet equal to the amount received or shipped, it is considered backordered.  The PO/SO will remain open until a) these order quantity is matched or exceeded; or b) it is closed manually.

       

      Over- Shipping / Over-Receiving

      When an item’s original order quantity is lower than the amount received or shipped, it is considered over-received or over-shipped.    The Sales Order/ Purchase Order will close automatically when the bill/invoice is created.

      To over-ship simply enter the number shipped on the shipment (or invoice, if shipments are not being used).  The sales order should remain at the original quantity.

      To over-receive, simply enter the amount received on the item receipt (or bill, if item receipts are not used).  The purchase order should remain at the original quantity.