Support Center > EBMS Enhancements

General Enhancements Module Enhancements Reports

Version 8.5 Version 8.4 Version 8.3

General Enhancements

Sales

Add Security on Report Prompts: Summary info... This enhancement allows the user to set security on report prompts the same way that a user sets security on other EBMS data. The benefit is that a user can be given access to EBMS reports with limited data access. Hide Summary... | Details Change 395229 231002
Customer Terms: AutoPay with ACH Debit: EBMS direct vendor payments are electronic payments made through the Automated Clearing House (ACH) network,: Summary info... A customer record can be configured with a term that will generate ACH payment when processing. This is similar to Preferred Customer Credit Card customer term except that this uses ACH payment Hide Summary... | Details Change 398315 232002
Copy or create an invoice or proposal from the Invoice or proposal tabs of a Customer: Summary info... A button was added to the Customer > Proposals and Invoices tabs allowing the user to create a proposal or invoice from the customer record. Hide Summary... | Details Change 390574 233001
Origin-Based Sales Tax computation: Summary info... Adds a setting in Company Information and Warehouse Address (depending on EBMS company profile configuration) to compute tax based on origin address rather than destination. On upgrade EBMS will be set to calculate sales tax based on origin or destination per the specific requirements of the state in the address. Hide Summary... | Details Change 331924 233001

Financials

General Ledger: Bulk ID Change/Merge Utility: Summary info... Financials > Utilities > Change/Merge ID's provides a bulk utility driven by CSV file, similar to that for Products, Customers and Vendors Hide Summary... | Details Change 397513 231006
Open budget years in the future for budget projections.: Summary info... The budget module can be used to create projections for future years. EBMS allows the user to open budget years before the general ledger year is open. Hide Summary... | Details Change 369489 232001
Budget Module > Lock Budget and default budget: Summary info... Allow the budget to be set readonly for a specific year or during closed months. Default the budget year tab when clicking the budget button on the GL account. Hide Summary... | Details Change 358958 232001
Vendor Costs: Now defaults to Last Cost if Vendor Record is Missing: Summary info... A purchase order detail line will now default to Inventory Cost (last cost) if the vendor specific record is missing or the existing vendor purchasing record has a zero cost. This ensures that there is allways have a cost on the Purchase Order Hide Summary... | Details Change 304844 232002
Account Reconciliation: Beginning Balance should be read only: Summary info... The Account Reconciliation Screen was enhanced to simplify the dialog. Hide Summary... | Details Change 405898 233001
Inventory: Option to use a single COGS Account, hiding Inventory Variance: Summary info... Adds a check box in inventory options to have one COGS account instead of separate Purchase and Variance G/L Accounts. When active it will use the value in the Purchase field for the variance also and the variance field will be hidden. Hide Summary... | Change 415167 233006
Financials (GL) > Account Reconcilliation: Display user, date, time, hyperlink to documentation | Details Change 410585 233011
Chart of Accounts: Display tree id on properties dialog, to aid user-written advanced queries | Change 417053 233015
Account Reconciliation: Undo Last Reconciliation Option | Change 411858 233015

Labor

Pretaxes on Company Accrued Taxes: Use Employee Taxable Wage as Company Wage Base: Summary info... The taxable gross wages for taxes that apply to company and worker taxes was changed to be more accurate. Hide Summary... | Details Change 409235 231028
Worker Payments: Single-click Overtime Calculation for All Workers: Summary info... Instead of performing overtime calculation for each timecard individually, all timecards can be calculated at once, from the Worker Payments dialog. Hide Summary... | Change 410899 233002
Clock In/Out Times: Option to limit to employees with existing entries: Summary info... The Labor > Clock In/Out Times dialog can now be used to audit time entries entered from various time tracking tools. Hide Summary... | Details Change 426643 233034
Utility added for mass change of Worker ID's: Summary info... An entire list of worker accounts can be changed using a batch process within EBMS. This utility uses a spreadsheet list of the old IDs and the new IDs and changes them as a batch. Hide Summary... | Details Change 428834 233036
Clock In/Out Times: Display device and user fields for auditing: Summary info... Enhancements have been made to the Labor > Clock In/Clock Out Times dialog to allow this dialog to be used for auditing rather than just data entry. Hide Summary... | Details Change 438571 233048

Inventory

Material List: Ability to prevent price distribution frm materials list header to component: Summary info... Add setting checkbox in Pricing tab to exclude a product from price change pro-ration when included in a materials list. Exception: If all items in a materials list are so excluded, then include it and display suitable user message Hide Summary... | Details Change 373722 231017
Search Lists: Check box to include sub-categories when searching by folder: Summary info... A new Enable the Search Subcategories option is added to show records within the sub-folders of the selected category Hide Summary... | Details Change 406589 232006
Retreive product codes on sales and purchase orders by Manufacturer Part as well as UPC, serial number, and lot: Summary info... When the user types in (or scans from barcode) a product id that is not recognized, EBMS will additionally search for a matching manufacturer part number in EBMS inventory and in Vendor Catalogs where that field has a mapping Hide Summary... | Details Change 411392 233001
Double-click shortcut to open linked document in detail list: Summary info... If a detail line on an inventory document (e.g. Sales Order) is linked to another document (e.g. Purchase Order), you may double-clicked on the detail line's Linked Document field, which will open that document. Hide Summary... | Change 410865 233001
Utility added to export product images stored in EBMS | Change 414866 233021
UPC Field added to the New Item wizard. | Change 428660 233036
Labels from Expense Invoice: Add Sales Order Number for Purchase Method linked products | Change 430357 233039

General

Search dialog for existing sales and purchase order documents: Summary info... Sales Orders, Proposals, Purchase Orders and other inventory document are now available as search lists in the main EBMS window, just like Customers, Vendors and Products Hide Summary... | Details Change 374197 231002
EBMS Search Lists: Add Ctrl + N to Trigger New entity or document (Edit > New) | Change 416770 233015
Optimized the Verify Worker Tax Totals utility so that it could handle thousands of workers. | Change 428417 233036
Add Alt+C selects customers | Change 432146 233044

Module Enhancements

Sales

Open various documents from the navigator or any other dialog using a barcode scanner: Summary info... With appropriate barcodes, you can now open any inventory document (e.g. Purchase Order) while viewing another document (e.g. Manufacturing Batch) Hide Summary... | Details Change 388690 231020
Sales Tax: Use Warehouse Address Even if Department Based: Summary info... Origin-based sales tax calculation will no longer use division addresses Hide Summary... | Details Change 409793 233001
New TaxJar Sales Tax Module: Summary info... TaxJar offers EBMS users complete sales tax management for any US state at your fingertips. Don't worry about sales tax rate changes or EBMS sales tax rate configuration. Link EBMS website and point-of-sale directly to TaxJar's cloud based SmartCalcs solution to calculate accurate sales tax rates every time. With TaxJar Address Validation, you can rely on "rooftop-level" calculations so the exact address corresponds to the right rate. Our calculations are more than 99% accurate, and we offer an accuracy guarantee for all SmartCalcs users. The Sales Order and Proposal totals show in Red when the tax amount is outdated. Hide Summary... | Details Change 409722 233013
Credit Card: Context menu on AR Processed Credit Card Pmt to Store the CC on customer account: Summary info... Credit card can be securely copied from an existing payment transaction to the customer's account. Hide Summary... | Details Change 420931 233034
ShipEngine: Embedded integration for estimating, rate shopping and printing labels.: Summary info... Estimate, Rate Shop, and print labels from within EBMS.
| Video Intro | Hide Summary... | Change 427620 233039

Financials

Landed Cost: Should Not Update Information in Purchasing Tab: Summary info... The landed cost adjustment does not update the vendor's purchase costs. Hide Summary... | Details Change 448146 233058

Labor

Payroll for Task Flag Rate: Summary info... Enhancement to piecework payroll, to pay employees (Actual pay hours) based on the billable time. Hide Summary... | Details Change 398197 231006
TimeTrack: Accommodate piecework on clock out: Summary info... Use TimeTrack to enter peicework payroll quantities Hide Summary... | Change 400646 231010
MyTime: Added support to open the Task's documents folder when running in local module. Use Email for remote users.: Summary info... MyTime can now open a task's Documents folder, when run within a company's LAN or VPN. Use Email to send documents from remote users. Hide Summary... | Details Change 406480 231020
TimeTrack App Settings: Ability to filter down work code list: Summary info... Set the same TimeTrack app settings for a group of workers using the filter down option. Hide Summary... | Details Change 401542 232001
Task > Same Job tab: Summary info... A new tab is added when viewing a task, to display those tasks with the same job, regardless of job stage Hide Summary... | Change 405777 232001
Task Options: New setting to disable refresh when switching between tabs - improved performance: Summary info... A option to disable auto task refresh can improve performance. Review Labor > Task Options > General tab. Hide Summary... | Details Change 410099 232006
View>Tasks: Additional fields can be editable without opening tasks: Summary info... The following task fields are now editable from an inventory document's task list: Phase,- Rank, Due Date, Start Date, End Date Hours, Estimated Hide Summary... | Change 410959 233002
MyTime: Manufacturing Batch support | Change 407911 233002
Task: Synchronize billable time with the Shipped/Consumed Quantity on associated document: Summary info... EBMS adds a new task setting to choose which quantity field is updated on the associated document detail service item line when billable task time: Ordered or Shipped/Consumed Hide Summary... | Change 415294 233008
MyTime: Ability to edit clock in and clock out time | Change 412959 233010
Job Costing: piecework wage rate change in jobs similar to prevailing wage | Change 416498 233034

Inventory

Rental Contract: Pause billing of rental: Summary info... Allow a contract to be paused, such as when a large machine is being stored inactive at a job site. The customer will not be charged during this "paused rental" period and the customer can be charged a different price for each period. Hide Summary... | Change 363282 231002
Ft & Inches - Support for Copy from SO to Proposal: Summary info... The extended columns of Feet, Inches are copied from the proposal to the sales order like other proposal detail columns. Hide Summary... | Change 398155 231005
Advanced Purchasing: Skip items with non-stocked purchase method: Summary info... Projection of future demand is disabled if a product's default purchase method is not a Stocked Standard purchasing method. Hide Summary... | Details Change 399561 231018
Manufacturing: Ability to remove MTO setting without breaking inventory link | Details Change 399070 232001
Additional VIN details imported from NHTSA: Summary info... Prior to this change, EBMS would import only Year, Make, Model and Engine from government agency NHTSA for a serialized item entered in Proposal/SO/Task header that was detected as a VIN (Vehicle Identification Number) With this change, EBMS will additionally import any serialized item specification listed for the item, such as "Doors", "Windows" or "Engine Displacement". Hide Summary... | Details Change 403611 232001
Purchase Method Costs: Consistent with Expense PO Cost: Summary info... Purchase Methods now default the cost on the Sales Order the same way a cost is defaulted on a purchase order. Hide Summary... | Details Change 406772 232002
Configure-to-Order: Move global option to item-level setting: Summary info... The setting to "Always/Never/Ask to prompt user to configure components to order" has been moved from a single global setting to the Components tab of each product Hide Summary... | Change 413253 233001
Vendor Catalog: Bulk Import/Update Catalog Utility: Summary info... Inventory > Utilities > 'Bulk Import from Vendor Catalogs...' Imports all of items from the selected vendor catalog into EBMS inventory. Requires that Parent Folder be configured so that can run unattended. Hide Summary... | Change 355765 233001
Vendor Catalog: Import by UPC: Summary info... A product can now be imported from a vendor catalog when its UPC is entered, as long as there exists a UPC mapping in the vendor catalog definition. This new feature also support barcode scanning of the UPC. Hide Summary... | Details Change 320809 233001
Manufacturing as primary product source: Summary info... A vendor can be set as a 'Manufacturing Vendor'. When this is done, any purchases generated through the Inventory Purchasing dialog or through Purchase Methods will generate a Manufacturing Batch, instead of a Purchase Order. Hide Summary... | Change 323302 233002
SDC Part Selector: Download valid YMM combinations from SDC: Summary info... Significantly improve automotive part selection from manufacturer data provided through the SEMA Data Cooperative, by downloading all valid Year Make Model combinations. Hide Summary... | Details Change 402509 233020
Codes classified as Service now allow Components | Change 421225 233027
Manufacturing Batch: Print Log now recorded | Change 425844 233032
MTO Manufacturing: Added an extensible/customizable area control to right of header. | Change 427120 233035
Inventory Warehouse Transfer: The header is now expandable/customizable | Change 423105 233036
Serialized Specs: NHTSA VIN lookup retry: Summary info... Enhanced the messaging when data access is slow. NHTSA Vin number data access can be identified by matching NHTSA information labels. Hide Summary... | Details Change 434315 233044
Serialized Item Added Cost Batch Screen - Make Extendable: Summary info... This screen is more extendable than earlier versions. Hide Summary... | Details Change 445223 233055
Configure-to-Order: Default to "Never" unless already overridden | Change 452421 233063

General

Product default job stage: Summary info... A default job stage can be set for each product. When the product is entered on a document associated with a job (e.g. Sales Order, Proposal, etc), the job stage will automatically populate if associated with the selected job. Hide Summary... | Details Change 93609 232002
SQL Mirror - Reload individual tables: Summary info... The SQL Mirror can now be instructed by the administrator to reload a single data table, rather than reloading the entire dataset Hide Summary... | Change 400032 233001
AutoSend: Exclude a Customer/Vendor from all batch modes: Summary info... A new switch has been added to the AutoSend tab when viewing a Customer or a Vendor. When the switch is set, AutoSend batch modes will skip this customer or vendor. A common use case is for when an account is on hold to be reviewed for potential price/terms changes. Hide Summary... | Change 412695 233002
Add Budget Module data to Excel Add-in functions: Summary info... Complete budget functions available in the EBMS Excel Add-in Hide Summary... | Details Change 416140 233019
ChangeID: Improve speed when Sync Tool exists | Change 431463 233044
AutoSend: AutoSend files from Document Storage: Summary info... Allows the user to attach documents to be sent with Autosend Hide Summary... | Details Change 415402 233044
AutoSend: Vendor ACH Mode - One Email per vendor per control number | Change 457467 233069

Reports

Sales

Sales Forms: Add Sales Option > Reports Fields to specify the Invoice Form Labels: Summary info... A new option was added to Sales Options to set the label for the Invoice form. The labels; Sales Order, Invoice, and Credit Memo labels can be changed to fit the user's need. Hide Summary... | Details Change 388874 231021
Customer Down Payment report: Add "Down Payments As Of" Date Prompt: Summary info... Add a "Down Payments As Of" prompt to streamline reconcilation of down payment general ledger accounts as of a given date. Hide Summary... | Details Change 259665 232001
Show Voided Credit Card Transactions on payment reports: Summary info... This provides a written record to the customer/company that a credit card payment was voided Hide Summary... | Change 135976 232003
New Option to Print a Gift Card Receipt when Selling a Gift Card: Summary info... When the Epson Sales Receipt prints, there is the option to print a receipt for the gift cards sold. This gives the customer proof of the gift card purchased. Hide Summary... | Change 411001 233001
Sales Orders Aging by Salesperson based on Entry Date: Summary info... Open Sales Orders with columns showing days aging. Grouped by Sales Person or Customer. Hide Summary... | Details Change 411768 233001
Sales Report: Sales Grouped by Customer and G/L: Summary info... New report that groups sales by the Customer and General Ledger account. Found in Reports > Sales > Customers Hide Summary... | Change 409763 233001
Statement Report: Show Invoices: Summary info... New "Customer Statement with Invoices" report. The statement page is followed by the invoices listed on the statement. Hide Summary... | Change 412991 233006
Enhancements made to the AR Aging Report: Summary info... New prompts and report info. Hide Summary... | Change 427812 233036

Financials

Retained Earnings Transaction Detail: Summary info... Shows the numbers behind the Retained Earnings accounts Hide Summary... | Change 406670 231020
Vendor Down Payment report: Add "Down Payments As Of" prompt: Summary info... Add a "Down Payments As Of" prompt to streamline reconcilation of down payment general ledger accounts as of a given date Hide Summary... | Change 412352 233002
Account Reconciliation: Undo Past Reconciliations, Print Past Reports, Reconcile and Print Option: Summary info... 1) Re-Order the summary numbers on the left hand side of the screen. 2) Add Reconcile and Print option. 3) Add the ability to undo previous reconciliations. 4) Change report to be able to print previous reconciliations. 5) Ability to Change Beginning balance if needed by Right Click > Read Only Off Hide Summary... | Change 418228 233020
New standard report: Transaction Summary by Process Date | Change 418770 233021
AP Check Report: Invoice Description can now be printed on the check: Summary info... This is only if there is one invoice attached. If there are multiples the check memo will mention how many invoices were paid. Hide Summary... | Change 428816 233038

Labor

Payroll Transactions by Pay Period: Summary info... Review payroll transactions by pay period. Hide Summary... | Details Change 401270 231014
Piecework Payroll Stub: Add Summary by Rate: Summary info... If differing rates apply to one piecework code split the summary by rate. Hide Summary... | Change 424689 233031
Worker Time Card by Date: Show Hours and Pay by Pay Type | Change 426041 233034
Worker Daily Hours: Add Option to show daily hours not associated with a timecard. | Change 426047 233034
SSN truncation on W2 Forms: Summary info... The IRS allows you to hide all but the last four digits of the Social Security Numbers on the W2 Forms. Note that this is NOT allowed on Copy A (Red Form). Some state and local agencies may not allow truncation. Hide Summary... | Change 448214 233084

Inventory

Product Report based on Vehicle (Year, Make, & Model): Summary info... A report is added to the Product Application feature in EBMS. Hide Summary... | Details Change 392644 231002
Report for Material List and SubComponents and Raw Materials no pricing | Change 330464 233001
Inventory Value Report: Restore the Inventory Asset subreport | Change 410761 233001
IN Purchases by Date: Allow the user to exclude manufactured items | Change 413026 233010
Product Component List: Add Levels of Components, Available Quantities, etc.: Summary info... The IN Components Report was rather basic. This extended report adds 5 levels of components and optional components as well. Other Additions: 1) Option to suppress service item >> Default don't show service item, 2) Option to see only first level, 3) Show Available Value. Hide Summary... | Change 410960 233010
Add "Pickup Needed" to the Overdue Rentals Column | Change 424048 233038

General

AutoSend: ACH Payment Support: Summary info... Defines a new AutoSend mode for sending ACH transaction notices to Vendors and Customers Hide Summary... | Change 406673 233002
Serialized Value By Date: Summary info... Ability to reconcile inventory asset value of serialized items by date Hide Summary... | Change 411060 233006
Barcodes - Forms Print Barcodes by default and can be exported as a PDF: Summary info... The new barcode fonts are now embedded in the report and can be exported to PDF files seamlessly. Because of this the prompt is now set to print the barcodes by default. This can be changed on the Print Dialog and saved as a default. Hide Summary... | Change 271084 233027
Job Cost report now lists a stage summary for a single job | Change 428317 233036

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Upgrade Notes:

General Enhancements

Sales

Financials

Labor

Inventory

General

Module Enhancements

Sales

Financials

Labor

Inventory

General

Reports

Sales

Financials

Labor

Inventory

General

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