Release Notes: September 17th, 2019

An update was released to all systems. Following are release notes related to new features, changes made to existing features and functionality, and fixes for previously reported issues. If you have questions, please contact our support department for assistance through our support site here or by emailing

Enhancements / Refinements

  • Created an additional user permission setting that controls locking down the ability to edit orders.
    This permission can be changed in the Management Module > Users > Specific User > Access Rights > Order/Estimate Permissions > Disable Edit Order.

  • Added New Estimate/Invoice Templates to display Product Level line-item taxes.
    These templates can be selected in the Management Module > Customers > Statements.

    • Estimate with Line Item Taxes

    • Invoice with Line Item Taxes
      Note: These templates should not be used if you are using any 3rd-party sales-tax integrations.

General Fixes / Issues

The issues below were resolved in this release.

  • Added a notification when attempting to complete an Accounting Sync of Customers without a defined Tax Group. The notification will clarify which customer does not have a tax group assigned and will skip to the next customer rather than stopping the sync process. 
  • Adjusted CoreBridge to retain the Tax ID Number on a customer when marking the customer as Not Tax Exempt under Customers > Specific Customer > Settings > Tax Exempt. This is helpful for regions where the Tax ID number needs to be tracked even when a customer is not tax exempt.
  • Resolved an issue where the Queues would fail to load properly due to a duplicate queue prioritization. 
  • Resolved a problem when using the Destinations where the addresses were not displaying or saving as expected when using a Pick-Up Address.
  • Corrected an issue that was preventing users from stopping the Job Activity clock in the Design Module.