March 19th, 2020


Operations

  • Enhancement - Added ability to delete Commissary Orders not in the fulfilled state
  • Enhancement - Purchase Item Import - will use Category GL Assignments if present when uploading items
  • Fixed - Catering Item Units of Measure field is now working as intended
  • Fixed - Number reference added to certain Item selection fields (Ingredients added to recipes for instance)


March 5th, 2020

Accounting

  • Enhancement - Line comments from the DSS will appear in the resulting journal entry
  • Fixed - AR invoice - can be saved with a negative amount remaining
  • Fixed - Bank Reconciliation - totals not automatically updating


Operations

  • Enhancement - Updated Daily Forecasting to more understandable title
  • Enhancement - Import Tool - Importing Categories on Purchased Item Import will auto-fill GL Accounts from those categories
  • Fixed - Users now able to lock Commissary Orders so Restaurant Managers can make no edits
  • Fixed - Waste Log Entries now subtract from theoretical on hand instead of add
  • Fixed - Stock Count Quantities Report - totals now match
  • Fixed - Forecast Dates no longer duplicate in select situations


February 27th, 2020


Operations:

  • Enhancement - New Field - Purchased Items General Tab - Measure Type to set Unit of Measure class (weight, volume, each) to ensure consistent application of units of measure throughout the system.
  • Enhancement - Added Inventory and Cost Accounts to Item Categories 1 - 3 - assigning GL Accounts at the category level will auto fill those accounts for any newly created items using those categories.
  • Experience Update - Purchase Items - Item Category Tab removed - categories and key item flag moved to the Inventory Cost Tab to ensure a smooth workflow with regard to assigning GL Accounts on categories auto-filling in GL Accounts on Purchased Items.
  • Enhancement - Import Tool - Significant Improvements to the Import Tool for Purchased Items; Recipes; Item Locations; and Sales Items - added measure type as a new field for importing coupled with significant performance improvement as well as a more robust exception report
  • Fixed - Ingredients automatically changing to items Inventory UofM when that ingredient is actively selected
  • Fixed - Stock Count Templates - mix of capital and lowercase on import no longer generates an error
  • Fixed - Commissary Portal Customers temp password re-send now working as intended
  • Fixed - Vendor name now carries over from PO to Invoice when converting


February 20, 2020


Accounting


February 6, 2020


Accounting

  • Enhancement - Banking - Credit Card is added as a bank account type on the bank account screen
  • Enhancement - AP - 1099 Amount, warn when the amount is different from the document amount and ask to update
  • Enhancement - GL - Payroll Journal can only be approved when the supported DSS journals are also approved
  • Enhancement - AP - Mark as Paid is available on a memorized template
  • Fixed - AP - During check run non-check documents are not using the correct number
  • Fixed - Bank Recon - Unchecking a transaction excludes it from Bank Activity
  • Fixed - Fiscal Year - Unable to update via import


January 15, 2020


Accounting


January 8, 2020  

 

Accounting

  • Enhancement - Journal Entry Reversal - Now compatible with the Workflow feature.  Adding a reversal will no longer trigger an approval
  • Enhancement - Import - Added the ability to import the reversal date of a journal entry
  • Fixed - Fiscal Year - Slow performance when creating a fiscal year