Hey Guys,

Here are the release notes from the latest BMS  v4.0.17 Update.

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This release focuses upon performance and feature improvements, and we're very excited to announce the following changes:

  • Merge Ticket improvements - since releasing this feature in October, we've received tremendous interest and customer feedback which we're proud to have incorporated into this build.
  • Recurring Master Ticket creation - prior to this release, creating large numbers of recurring tickets resulted in the user having to wait for all tickets to be created at once. Now we can create these tickets over time, allowing the user to continue on with their tasks, and improving the platform's overall performance.

See these topics for a summary of all features, enhancements and bug fixes contained within this release:

New Features

  • Recurring Master Tickets can now be created incrementally as opposed to all at once. (BMS-3137)
  • License Count Information is now shown in Company Settings and on the Employee list. (BMS-6411)
  • Added support for on-demand synchronization of asset details with VSA via a new 'Sync' button on the Asset screen. (BMS-6649)
  • Added Company Settings Configuration to control parent/child loading of contracts on tickets form. (BMS-6658)
  • Added Account name filter to the Related Ticket search and select screen. (BMS-6661)
  • Implement throttling policies on API endpoints (excluding integration endpoints). (BMS-6803)

Enhancements

  • Added these enhancements that greatly improve control over workflow and notifications for Merged Tickets (BMS-6405):
    • A new option to configure the Status to be used for Merged Tickets.
    • The ability to configure if the Merge note should be Internal or External.
    • Workflow now has a new Activity Type for Merged Tickets.
    • Added filters and display columns to the Merge search and select screen to help you find what you are looking for when Merging Tickets.
  • Time Zone and Date/Time format for the Client Portal can now be configured via new fields on Account Location. (BMS-5337)
  • Added support for Email parser to ingest emails with blank body. (BMS-5635)
  • Added mapping for Invoice line-item Value Date to Service Date in QuickBooks. (BMS-5896)
  • Increased length of email addresses to 250 characters. (BMS-6165)
  • Added "Receive Invoices" as a Field to CRM Contacts Post, Put, Get, and Import APIs. (BMS-6207)
  • Added functionality to allow users to specify if Retainer by Hours are Taxable or Not on the Contract Level. (BMS-6267)
  • When adding Service Calls to Tickets, the default start date will now be the current date instead of the ticket's open date. (BMS-6268)
  • Exposed Start Time as a Filter in the Ad-Hoc Reports for Task Time Entries Category. (BMS-6296)
  • Email Parser failure notifications for Custom SMTP configurations will now use the default SMTP Server and display as a System Notification. (BMS-6398)
  • Added two new product mapping fields to the QuoteWerks Connector: Labor & Fixed Price. (BMS-6399)
  • Enhanced the Billing Review Performance Search when using Tier Billing and Contract Exclusions. (BMS-6848)
  • Account is Taxable is now updated based on the sales tax item in REST API. (BMS-6862)
  • Billing Automation - Removed Attachment Path from arguments. (BMS-6873)
  • Added new Payment Type Personal Checks to Lookup Data of Payments. (BMS-6950)

Fixes

  • Defaulting of dates on Billing Review > Labor Hours was incorrect in some timezones. This has been corrected. (BMS-1424)
  • Location for VSA Asset when changed in BMS was being overwritten by Syncing. (BMS-6551)
  • QuickBooks Desktop Item comparison - Start with/equals. (BMS-4116)
  • Used Hours in Tasks not showing correctly. (BMS-5838)
  • Issue exporting QB Invoices with Items having colon character in it. (BMS-6226)
  • Billing Automation - recurrence is disappearing in specific scenarios. (BMS-6258)
  • When an employee adds time to Admin Task, he/she can see everyone else's entries on that Task. (BMS-6312)
  • CC - The Cc textbox is not loading the contacts related to the account selected. (BMS-6330)
  • QuoteWerks- Sales Representative field loads inactive and external users. (BMS-6332)
  • Tickets - Javascript error displays when opening SLA pop up. (BMS-6333)
  • Client Portal is showing Created By as Empty for tickets opened by parser. (BMS-6341)
  • Xero - Incorrect dates for the Xero integration. (BMS-6342)
  • The Product Locations.Warehouse field is not showing the value on the Ad Hoc report. (BMS-6396)
  • Tickets - Javascript error displays when editing a time log. (BMS-6401)
  • HR - Departments - Manager drop down gets inactive users. (BMS-6407)
  • Security Role - Can not delete a user. (BMS-6408)
  • QBO - & Symbol in Item name is breaking the Invoice Sync. (BMS-6409)
  • Batch Actions does not respect Sort Order of the Listing. (BMS-6413)
  • Expenses - Expense note is displaying in single line when notified user by email. (BMS-6480)
  • Xero - Items Search not working. (BMS-6522)
  • Ad-Hoc Reports error on Products Category when Custom Fields exist. (BMS-6625)
  • Open File in Attachment Control is still not encrypted. (BMS-6648)
  • QuickBooks Integration: Work type description was incorrectly being recorded as the Work type name on Invoices. (BMS-6660)
  • Continuum Integration: When updating the "Modified By" and "Created By" fields, the user specified will now be the account used for integration. (BMS-6662)
  • Opportunity Performance Metric/Widget is wrong. (BMS-6663)
  • Due Date can not be Deleted in Ticket Edit and was reverting back to old value. (BMS-6672)
  • Xero integration: Tax rates not attached on new invoices when tax rate is re-created in Xero. (BMS-6701)
  • Copied quotations do not copy taxable setting for line items. (BMS-6711)
  • Add Company Logo on the VSA Registration Page coming from VSA Agent Link. (BMS-6791)
  • VSA Agent Onboarding does not allow scrolling. (BMS-6798)
  • Fix the Put API for Tickets to not clear the Ticket Number since the Ticket Number is not in the Payload of the DTO. (BMS-6809)
  • When Ticket is Opened from Email Parser the Notify CCs will work only if the CC is not a Contact in the System. (BMS-6834)
  • Email Parser not creating a contact on reply for Accounts with email domain. (BMS-6865)
  • LastActivityUpdate is updating to NULL when Deleting Product Charge on Tickets or Deleting Time Entries. (BMS-6929)
  • Duplicate Invoices as a Result of Modifying Billing Job Automation Parameters. (BMS-6968)
  • Billing Automation Invoice Error - Template Detailed Invoice Sort By Date. (BMS-6975)