Credit Cards - Error messages were appearing when voiding credit card transactions.

SPS - Updates to Costco 856 mapping.

CardPointe - In certain situations an existing receipt could be deleted if a sales order was canceled after running a credit card.

EasyPost - Added script hook to EasyPost integration for use with international shipments.

GL Account - The 'Bank Info' group box is now hidden for all non checking type accounts.

Invoice Detail - The 'Rec ID' column was incorrectly using comma notation.

Invoice Detail - The field label 'Memo' was changed to 'Primary Vendor Memo' to accurately reflect where that value is being pulled from.

Products - Added script hook to the duplicate product routine.

Reconciliation - Added script hooks to QFX import routine for custom implementations.

Sales Order - Drop ship linked clients were not working on list view cross references.

Sales Orders - Duplicating sales orders now fetches the current tax rate from the Tax record.

Adjusting Journal Entry - New tool added to import AJEs from an Excel file.

AP Voucher - Vendor terms now displayed on the AP Voucher detail form.

AR/AP - Predated transactions against the parent document's posted date are no longer allowed.

AR/AP Aging - Aging columns now display decimal precision.

AV Mobile - Notify if the web server is not using SSL.

Client - When creating a new client record if the user also created a new related record (contact, job, etc) the client record could be lost.

Client - 'Year to Date' sales calculations were including future dated orders.

Disbursements - An attached document on a disbursement record was appearing on all disbursement records.

Inventory Levels - New feature to force saving the draw of an inventory sub-account to zero units and zero dollars.

MacOS - Support for MacOS 26.0 Tahoe.

MRP - Past forecasts were not being reflected in the totals on the MRP window.

Posting - When posting in the listview, a warning will appear if the selected document is not within the current fiscal period.

Product - Costs now displayed in the Bill of Materials list for kits and assemblies.

Product - New 'All Warehouse' time period values are used to calculate product level statistics.

Product Alias - Parent part number and product name now appear on the Product Alias detail form.

Purchase Orders - Displayed PO received value could be incorrect when alternate units of measure were used.

Receipts - In certain situations a receipt could be saved with no receipt type selected.

Reconciliation - In certain situations a rounding error could occur which would show an out-of-balance amount of $0.01.

Reporting - 'Get Selection' button would not function correctly if used again after a single record was previously selected.

Sales Order - Product Alias is now copied when duplicating a Sales Order.

Sales Order - 'Charge to AR' value could be miscalculated when entered value exceeded the Client's credit limit.

Sales Orders - In certain situation the product lookup window could lose its link to the sales order window.

Sales Orders - Changing an order quantity to a lower value will automatically adjust the ship quantity.

Sales Summary - Sales Summary was not working correctly in the Client/Server environment.

Ship To/Bill To - Some fields incorrectly appeared to be non-enterable.

Shopify - Refunds for freight charges would appear doubled if no line items were also being returned.

SPS - When sending an 856 document to SPS a flag was not properly being set on the Sales Document.

Utilities - New Utility to export all scripts and custom forms in a zip file.

Vendor - 'Pencil' edit icon was incorrectly moving when the Vendor detail form was resized.

View Editor - [GLAccount] fields now selectable on the [GLTransaction] list view.

Work Order - New validation code to ensure the work order is balanced before saving.

Work Order - In certain situations costs would not be calculated correctly when modifying work order's bill of materials.

Work Order - A Work Order could be completed even if the finished good's product class was not active in the work order's warehouse.

CardPointe Terminals - In certain situations Receipt records would not save correctly.

CardPointe Terminals - Updated dialog to make it more clear if a charge was approved or declined.

CardPointe - In certain situations a payment terminal could not be selected.

GSA - In certain situations the system could lock up when importing GSA 850s.

Qiagen - Removed vendor code prefix from processed files.

Qiagen - Support added for freight charges on incoming 810s.

CardPointe - Updated internal API keys.

AvaTax - AvaTax was not staying enabled after using the 'Test Connection' button.

Email - 'Send Test Email' was not providing any feedback when initiated from a User record.

Email - Support for using OAuth with GMail email configurations.

Payment Processors - Authorize.net: Added support for level 2 transaction data.

Payment Processors - Fiserv: Added support for level 2 and 3 transaction data.

Sales Orders - Product Lookup window was causing line items data entry issues.

Web Integrations - Changes to Revvity mapping.

Sales Document - When using the mouse to click into line item cells the text was not being auto-highlighted.

Web Integrations - Improved GSA error handling.

Cycle Count - In certain situations inventory maintenance records created by the cycle count routine could not be posted.

Product - In certain situations a blank product alias could be saved.

Shipments - Editing an existing parcel from within the Shipments window could cause an incorrect weight to be passed to EasyPost when requesting new rates.

Sales Orders - Lag was occurring when tabbing through line item columns.

Web Integrations - Support added for custom integrations to appear in System Setup.

EasyPost - Support added for shipments requiring multiple labels.

MySql - Web Integration Log records were not being deleted from the MySQL database.

Client Price Breaks - When using the import wizard to enter price breaks the sequence numbers could be duplicated.

EasyPost - Bug Fix: EasyPost is expecting lowercase values for the field 'non_delivery_option'.

Qiagen - Updates to 810 and 856 mapping.

internal release notes only

internal release notes only

Email - Support for 'Sent' folders not located in the root directory.

Web Integrations - Added support for Qiagen 856 integrations.

Web Integrations - Added support for GSA integrations.

Sales Orders - When 'Charge to AR' had a value balance due could be calculated incorrectly.

Sales Order - In certain situations the AR charge amount would not be updated correctly.

Shopify - In certain situations if an order was imported more than once the receipts could be duplicated.

SPS - Server files were not being deleted after successful imports.

Sales Orders - In certain situations the Product Lookup window was causing line item data entry issues.

Shopify - Updated the order transactions query to use the GraphQL API.

AV Mobile - Add support for viewing read-only sales document details on AV mobile.

Client - When merging clients, the 'default' flag on linked addresses was not being cleared on the merged records.

Listviews - Added new cross-references between the Client and MRP Forecast listviews.

Listviews - Added new cross-references between the Client and Lead Source listviews.

Listviews - Added new cross-references between the Sales Order and Lead Source listviews.

Listviews - Added new cross-references between the Sales Order and Parcel listviews.

Listviews - Fixed broken cross-reference from the Sales Order listview to the Client listview.

Receipt - Allow 'card present' CC terminals to be used through the receipt window.

Sales Orders - In certain situations Client ID could be cleared on linked line items.

Sales Orders - Kits using components with Price Breaks were not calculating correctly.

Sales Orders - Filling a Sales Order from a linked Work Order was not updating the 'Charge to AR' amount for clients with open accounts.

Sales Orders - In certain situations, when a new product alias was created through the sale order window it could assign an incorrect product ID.

Shopify - Orders paid with a foreign currency were not importing with USD on the receipts.

Shopify - Freight was not coming through on imported credit memos.

Shopify - In certain situations receipts would not be created on incoming credit memos with refunds.

Shopify - Non-English characters would not import correctly.

Sales Order - New Feature: Floating 'Product Lookup' window for use with Sales Order entry.

MySQL Export - Optimizations to increase performance.

SQL Export - Scheduler and table selector added to MySQL export.

General - New tool to export data file to a MySQL server.

Sales Orders - Show historical imports in the detail view sales history.

Sales Orders - During posting a Sales Order using a Tax Area with 'Exclude from AvaTax' selected was incorrectly being committed to AvaTax.

Shipments - New script hook for customization of what info is displayed in the rates area on the Shipment window.

EasyPost - Some carriers do not return 'retail' rates. In those cases 'list' rates will be displayed instead.

Sales Order - In certain situations Order Number would not be issued in sequence.

View Editor - Quick search items were being duplicated when importing a new view definition.

Mobile - In some situations Navigation menus were missing in the AcctVantage Mobile app.

Receipts - In certain situations receipt type could not be changed on un-posted, un-batched receipts.

Sales Orders - Copy/Paste in the line item area was not working on the first try.

Sales Orders - An incorrect client could be selected when duplicating a sales document after emailing forms.

Sales Orders - A new user preference was added to control whether the default ship via on a ship to address record should be used.

Shopify - When using a script to link an incoming order to a specific AV Client record, the Client Name field could be overwritten.

Vendor - When clicking into the vendor code field an alert would incorrectly appear.

Warehouse - Removed unused 'Product Class' area from Warehouse detail view.

Sales Orders - The report selection window would appear twice when using the 'OK & Print' button.

Sales Order - Creating an associated credit memo was incorrectly displaying an error.

Import Wizard - Bug Fix: New products were not being created via the Product Import Wizard.

Cycle Count - New script hook for customizing included subaccounts.

Sales Document - Bug fix: When duplicating a Sales Order, web integration related fields were being included.

AR Documents - Pending applied amounts on AR Documents linked to deleted receipt detail lines were not being recalculated.

AR Transactions - In certain situations AR Transactions could be posted using a date that is earlier than its linked AR Document.

Client - New AR Aging tab on the Client and Sales Master windows.

Import Wizard - Updating product records was not triggering updates to synced webstores.

Listview Windows - Quick search fields can now be changed to user-defined labels.

Price Break - New Feature: 'Default' price breaks that will auto-apply to all sales orders if no other matching price break is found.

Product Class - Bug fix: The GL inventory account could be changed while inventory was present.

Product Process - Bug Fix: Custom Booleans were not being set correctly.

Reconciliation - Power search tool enabled on the Reconciliation Session list view.

Reconciliation - Out-of-Balance reconciliation is no longer allowed.

Sales Order - Bug fix: In certain situations the discount field could not be cleared.

Sales Orders - Bug Fix: Sales Orders using an AvaTax excluded tax area could not be moved to 'Shipped' status.

Sales Orders - Product price lock was preventing Price Breaks from applying to line items.

Sales Orders - Renamed 'UPC' column to 'SKU'.

Sales Orders - 'Recalc Needed' was incorrectly being displayed on Sales Orders using Avatax override tax areas.

Sales Orders - Shipping account number and billing zip code was not always being set when selecting a ship-to address.

Sales Orders - New feature: 'Group' pricing with price breaks.

Lead Source - Bug fix: A field label was not correctly displaying on the detail form.

Navigation - Bug Fix: The Navigation Bar was drawn too high on Apple laptops that have a camera 'notch' in the menu bar.

Product - Clarified auto-assembly build warehouse name.

Product Process - bug fix: Custom booleans were not mapped correctly on the detail form.

Product Recipe Components - New calculated column to display component costs in the Recipe list view.

System Configuration - Quick search now also looks at group.

System Setup - Bug fix: Fixed incorrect font on several fields.

Vouchers - Vouchers not marked 'Ready to Post' could be selected for posting.

Windows OS - AcctVantage now opens in multiple windows instead of just one on Windows OS.