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Version 10.7 - Navigation and Accounting Enhancements
- In the accounting desktop connector, when using Sage 50, if multi user mode is turned on, the connector will no longer do automatic payment syncs. This is to prevent data integrity issues that can occur under this scenario. https://support.jobboxsoft.com...
- Also when using Sage 50, the connector will no longer run the sync if the Sage 50 file identified in settings is not the last file that was opened in Sage 50. This is to prevent a common occurrence when a backup was restored to a new Sage 50 file which is to be used going forward, but the settings were not updated to reflect this.
- We received feedback from some users that preferred the status filters on the work order and invoice list to be links instead of a drop down. We have now enabled this via a user preference. Go to the user menu and choose 'My Preferences'. Check off 'Show Status Filters on Lists as Links' to enable this feature. https://support.jobboxsoft.com...
- In the accounting desktop connector, when exporting customers, the experience should be much improved. The screen will load up to 1000 top level customers (this was an issue before when there were a lot of sub customers and jobs below the top level customers). We have also added a 'Next' button which will put the last name in the 'From' box and refresh the screen making it easier to bring up the next set of customers.
- When syncing to QuickBooks desktop, we've added the ability to select the deposit account for each payment type. This is an optional setting; if the deposit account isn't set, the deposit account used will be the QuickBooks default. https://support.jobboxsoft.com...
- For Sage, QuickBooks Desktop and QuickBooks Online, we've added an option in settings to skip the paid invoice check. https://support.jobboxsoft.com...
- For Sage, QuickBooks Desktop and QuickBooks Online, we've added the ability to have the ServiceBox invoice automatically change status to "paid" when it's paid in accounting.
QuickBooks Online: https://support.jobboxsoft.com...
QuickBooks Desktop: https://support.jobboxsoft.com...
50 Canada: https://support.jobboxsoft.com... - The left hand navigation menu, for those items that have sub-items, for example the work order showing categories underneath, the sub items will no longer automatically appear on hover. They will appear when the black triangle to the right of the menu item is clicked. https://support.jobboxsoft.com...