Release Notes: August 17th, 2020

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

  • QuickBooks Online: Added support for users doing a Detail Sync to QuickBooks Online with Automated Sales Tax Enabled.
    Note: This feature is optional and is OFF by default on all systems.  To discuss enabling this please reach out to 
  • Added the ability to "Approve All" products for Estimates and Invoices in the Customer portal.

General Fixes / Issues
The issues below were resolved in this release. 

  • Customer Portal: Fixed an issue where the PDF Invoice download button was not displaying in the Customer Portal as excepted. 
  • Order Entry: Corrected an issue where the Customer Location drop-down was not loading. 
  • Order Entry: Resolved an error where Order Contacts were incorrectly loading for Walk-In Accounts. 
  • Order Entry: Fixed an issue where orders were not saving and throwing a "Foreign Key Constraint "FK_Address" message. 
  • Order Edit: Corrected an issue where systems with Destinations enabled were unable to save orders after editing the delivery method. 
  • Terminology: Fixed some typos in Part Management section of Management module. 
  • Translation: Resolved an issue where the Tax ID# in the Sales Module > Customers > Specific Customer > Settings > Tax ID Number  was not editable when the translation feature was enabled. 
  • Translation: Corrected an issues where the translation feature was incorrectly trying to translate Customer Notes and Flags.
  • Translation: Adjusted the translation feature so data that has been manually entered by the user would not be translated.