Support Center > EBMS Enhancements
EBMSVersion

General Enhancements Back to Top

SalesSales

  • Proposal Search List: Display/Filter by Decision Maker/P.O.: Summary info... | Change 394870 234002
  • Customer > Proposals tab: Drop-down to select between Bill-to and Ship-to customer: Summary info... | Change 413234 234002
  • Improved association for Invoices generated from Proposals: Summary info... | Change 418852 234003
  • Customer > Invoices: Display Ship Date in List | Change 436892 235003
  • Check Payment Dialog: Allow all Cash and Bank Accounts to be used for when issuing a credit | Change 451659 236023

ExpensesFinancials

  • Inventory Descriptions: Show on PO switch: Summary info... | Change 410762 234003
  • Add Field space to enter Company Discretionary Data.: Summary info... | Details Change 441353 235016
  • Expense Invoice: Purchase History: Summary info... | Details Change 441433 236003
  • GLCLASS.CASH_FLOW: Move Cash Flow from Investments to Financing: Summary info... | Details Change 443512 236006
  • Journal Enries: Add Columns showing GL Account Descriptions for better user experience | Change 448808 236033

LaborLabor

  • Third-Party Payroll - Generate PO to pay workers: Summary info... | Details Change 432672 235016
  • Create PO from Labor module - Add process option - plus few other items: Summary info... | Details Change 450574 236029

InventoryInventory

  • Inventory Search List: Many additional columns added for display.: Summary info... | Change 428307 234007
  • Products: Add fields for 2 Alternate ID/UPC Codes: Summary info... | Details Change 430648 234022
  • Components: Allow zero quantities when adding componants to a product | Change 461246 236037

GeneralGeneral

  • Search Lists: Filter and sort by BillTo/ShipTo/PayTo: Summary info... | Details Change 417113 234001
  • Unlimited length for manufacturer's web URL: Summary info... | Change 426522 234002
  • EBMS Document Locking.: Summary info... | Change 422619 234008
  • Search Lists: Sorting by Last Name - add secondary sorting by First Name (in the background): Summary info... | Details Change 436379 235002
  • Online Help: Search ECC website with a control's context: Summary info... | Details Change 391911 236001
  • USA Zip Code database updated: Summary info... | Details Change 436660 236001
  • Document Locking: Phase 2 enhancements: Summary info... | Details Change 431043 236001
  • Search Lists: Reinstate drag-and-drop to a different category: Summary info... | Change 440507 236010
  • Webhooks - A robust complement to the EBMS API Gateway: Summary info... | Details Change 431940 236013
  • Add line numbers to remaining inventory documents (Job Transfer, Manufacturing, MTO, Serialized Batch) | Change 451489 236020
  • Utilities: Allow scripted check category tree paths to be run from Task Scheduler | Change 458171 236031
  • Remove F1 (MS Windows standard help shortcut) to deliver a consistent help experience | Change 456317 236032
  • Look-up ID: Place Look-up ID at the top of the context menu | Change 458482 236033
  • Invoice: Add setting to not allow AP Received/AR Shipped more than Ordered | Change 433491.3 236034

Module Enhancements Back to Top

SalesSales

  • VELOX: Multiple Device and account reference numbers | Change 427479 234007
  • 360Payments Velox Integration - check device before transaction: Summary info... | Change 427143 234007
  • ARSG: Ship Engine: Insurance | Change 430637 234010
  • The same credit card can now be stored with multiple customers. | Change 428928 234012
  • ARSG: Ship Engine: Web | Change 432523 234012
  • ARSG: Ship Engine: Rate shop with ETA | Change 434034 234015
  • Payments: Integration with 360 Payments' Velox - Physical Terminal: Summary info... | Change 414684 234016
  • Use Tax Processing: Summary info... | Details Change 427133 235010
  • Recurring Billing: Correct Apply Credit Payment Issues | Change 440246 235012
  • ShipEngine/Rate Shop: Additional features added: Summary info... | Details Change 430630 235013
  • Batch Processing: Allow Processed Invoices: Summary info... | Details Change 440807 235017
  • Batch Processing: Unable to process direct payment (ACH) on outstanding invoices: Summary info... | Details Change 443684 235018
  • 360 Payments Velox Credit Card Integration for Ecommerce Websites: Summary info... | Details Change 416350 236023
  • Use Tax: Remove Use Tax calculations from Expense Invoice if the Tax field has a value: Summary info... | Details Change 451038 236025

ExpensesFinancials

  • Landed Costs: Update Last Cost: Summary info... | Details Change 446439 236011

LaborLabor

  • TimeTrack: Windows Store App: Summary info... | Details Change 393085 234001
  • Ability to query Tasks for clocked-in workers: Summary info... | Details Change 400177 234001
  • Advance Pipeline Phase from Task > Enter Time dialog: Summary info... | Change 412329 234002
  • TimeTrack: Clock in/out entire Worker Category: Summary info... | Details Change 419067 234004
  • TimeTrack: Auto print receipt when clocking out.: Summary info... | Change 419067 234008
  • MyTime: Additional Features: Summary info... | Details Change 418673 234027
  • Flag/Task/Job Pay feature: Summary info... | Details Change 429489 235001
  • Task: Add new field containing all assigned workers: Summary info... | Change 451642 236016

InventoryInventory

  • Component Formulas Feet/Inches: Enable metal kitting by populating feet/inches from height | Change 424811 234001
  • Products: Internal Notes column (hidden by default) added to Sale Orders and more: Summary info... | Change 417060 234003
  • Product "Component of" List: Show Quantity being used.: Summary info... | Change 417062 234006
  • Vendor Catalog: Run Update to EBMS Product Catalog when updating Vendor Catalog: Summary info... | Change 289405 234011
  • Serialized Items: Product defaults for Service Only and Use Specifiic Price & Description | Change 417708 235003
  • Be able to delete a long Inventory > component list for a item: Summary info... | Details Change 434414 235005
  • Add Alternative Serial Number: Summary info... | Change 434838 235014
  • Materials List: Set All Lines to Print/Not Print: Summary info... | Details Change 444054 235018
  • Sync Mfg Status with Task Phase: Make customization standard: Summary info... | Details Change 436312 236001
  • Purchasing Screen: Allow user queries to include INVENWH and INVENDOR: Summary info... | Details Change 443259 236001
  • Rental Contracts: Color the Status Drop Down by Status | Change 415235.2 236001
  • Keystone: Allow Primary Vendor to Default from EBMS Folder defaults: Summary info... | Details Change 448047 236010
  • Keystone PO Number: Extend the PO Number limit from seven characters to system limit | Change 451645 236017
  • Rental Contract: Remove Ctrl+X shortcut keys to close screen | Change 451987 236020

GeneralGeneral

  • AutoSend: Improved recovery from report generation errors: Summary info... | Change 419881 234001
  • Web Full Upload: Improve Performance by skipping image data for products not configured to display on the website | Change 413025 234001
  • EbmsExcel: Make changes to the Excel Add-in > EBMSHistoryBalance function: Summary info... | Details Change 416499 234027
  • AutoSend: Payment Entry Dialog: Ability to email report (via AutoSend): Summary info... | Details Change 431997 235001
  • CRM: ability to enter GPS coordinates instead of address: Summary info... | Details Change 434907 236001
  • AutoSend: Specify EMAIL or C_EMAIL notifications: Summary info... | Details Change 305105 236001
  • EBMSCRM Include Contact Info when using the Send Email to... Author, etc.: Summary info... | Details Change 440792 236001
  • AutoSend: Add email field to test Auto Send User Settings | Change 451594 236016
  • AutoSend: Add Progress Bar when using "Email Now" Feature | Change 450428 236016
  • Job Costing: Add feature to process Timecard detail lines from the Job | Change 449397 236029
  • Set temporary password for new web accounts and ask web user to update password: Summary info... | Details Change 456582 236030
  • Autosend: Placeholder for web account temporary credentials: Summary info... | Details Change 456579 236030
  • AutoSend: Proposal Mode: Summary info... | Details Change 451674 236031

 

Reports Back to Top

SalesSales

  • Reports: Ability to turn off alternating gray lines, for clarity when transmitting via fax | Change 418843 234001
  • New report: Salesperson Summary by GL | Change 375499 234001
  • New AR report: End of Day credit card report: Summary info... | Details Change 432493 234013
  • Invoice Forms: Show Invoice Balance below the Invoice Total: Summary info... | Change 439894 236001
  • Shipping Manager: Add Tracking URL Templates to allow user to add other shippers: Summary info... | Details Change 417992 236002
  • New Shipping Schedule Report: Add Purchase ETA status: Summary info... | Change 456879 236031

ExpensesFinancials

  • Budget Detail - 12 Month report: Added Profit Center prompt.: Summary info... | Details Change 431515 234012

LaborLabor

  • New standard report: Labor Tracking Details: Summary info... | Change 416902 234001
  • Payroll Check Register: Add Excel Export optimization | Change 434456 234017
  • Worker Daily Hours report: Add option to show the memo that is sent from the TimeClock App | Change 454919 236029

InventoryInventory

  • Added a prompt to the Inventory Aging report to exclude inventory up to certain age | Change 372300 234001
  • Physical Inventory by Warehouse Report: Summary info... | Change 379980 234001
  • Inventory Value and warehouse report: Added Asset GL Account Range or ALL prompts. | Change 430248 234010
  • Product Sales by Customer Report: Add Inventory Category Grouping and Summarize by Category: Summary info... | Change 430040 234015
  • Product Labels from Invoice with Link (3 x 1.75): Summary info... | Details Change 425658 234016
  • Standard inventory report that shows when an inventory item classification changed.: Summary info... | Details Change 433107 236001
  • Customer Statement with Invoices (Show VIN/Serial Number): Summary info... | Change 434913 236002

GeneralGeneral

  • Barcode to Save Document (Proposal and Sales Order): Summary info... | Details Change 441419 235020
  • Job Budget to Actual Cost Variance reports: Add option include Commited Costs in Total Costs | Change 457424 236031

Subscription Plans  cover upgrades and updates to the EBMS program, but also customizations and custom reports created by Eagle Business Software. This Software Assurance ensures that EBMS and customizations will work as designed within the EBMS version it was created for. If newer versions of EBMS include feature changes which cause a customization to no longer be compatible, we will ask our client to fund the change to update the customization to work with the newer EBMS version or module... Learn More