•Invoices is now integrated with REPAY's ClickToPay. This allows you to place an image on a customer's invoice. Your client can select the image to access the outstanding invoice and pay it online using a credit card or ACH (for US Customers).

•For data that is setup with ClickToPay, there is a new feature in the Invoices designer for C2P Images. When you choose C2P Image from the button bar and insert the Image, you can choose the size of the REPAY ClickToPay image in the Specification. The sizes range from: Very Small to Very Large.

•The Related Data Backup option for Invoices now includes Ledger data if Project Tracking is used.

•In Batch Entry, if Barcodes are not used, tabbing out of the Invoices Item field did not properly update the item description field.

•Inventory Item Information grids allow GridSearch.

•Using the Smartfinder in Invoices History caused an error: 'Field number is out of range', in some cases.

•Find Item in Invoices Edit Items will remember the last 'Action on find' selected by workstation.

•For Historical Invoices, the Document Transactions Find did not always display the correct information based only on the Document number and Type for Credit Notes and Retain age Invoices.

•In some data sets, opening the History transaction screen sorted by Invoice number Ascending would give an incorrect error reading a particular invoice that in fact had no errors. This no longer happens.

•Data Integrity Check now reports errors on Open and Archive Invoices that are 'PAD enabled' for customers that do not have \\\"Pre-auth. debits?' selected.

•For Pre-authorized debits files, the Creation Date is now based on the System Date instead of the Session Date.

•When posting invoices integrated with jobs in version 9.3B (2021.09.30), additional revenue lines were incorrectly included in the Ledger batch in addition to Billings lines, causing an unbalanced GL entry. This has been fixed.

•The Archive Batch Status report gave an error 'Log on failed' instead of printing the report. This has been fixed.

•Printing reports that use temporary work files may not have been cleared correctly after printing was complete. Now the temp directory is properly cleared for these reports.

•Update Archive caused the PreTax amount to be updated to 4 decimals, in some cases.  This caused integrity errors and Access violations.

•Floating Date Ranges have been added to selected reports to simplify Date selection for Report Favorites, Report Sets and Automation.

•Cash Receipts without a payment method were not sent to BankRec unless there was an entry with a Payment method preceding them in the posted batch.

•In Automation, the SetSessionDate command has a new noun for: Yesterday.

•Cell phone and Toll Free Phone have been added as fields for Email Cover Sheets.

•When Adagio Payments is integrated, and user security in Receivables is configured to allow editing Credit Cards and user security in Invoices does not allow editing Customers, the Customer Inquiry screen now has a new Edit CCs button, which allows adding and editing Online credit card numbers, but does not allow editing anything else.

•Setting the Ready to Post batch status is now being logged in the SDAPPLOG file.Update the Compatibility Chart from Release Notes and create a PDF for it.

Version 9.3B | 2024-01-10 (Jan. 10, 24)

9.3B release notes

• Data Integrity Check was reporting a false message, ’-‘ is not a valid integer value, while searching for Orphaned Batch files if there were Specification files with long names, in some cases.

• If the Customer code was invalid in Open or Archive Batches, DataCare did not did not report the problem properly.

updated DCF@I93B.DLL & SSIIDENTF.DLL

• The Country list that will be normalized when 'North American Address?' is selected has been expanded to include more countries.

For editing Customers or Ship To Addresses, if ‘North American Address?’ has been set in the Receivables Company Profile, System Options tab, Customer Addresses will be normalized based on the setting for ‘Normalize Country To’. If these options are not set in Receivables, the Country will be normalized to ‘Full Name’.

The Receivables settings will also be used for the Bill To and Ship To addresses in the Edit or Import of Batches. 

• For JobCost 93A: Customer Name has been added to the list of fields available to display in the finders/smartfinders for Job, Phase and Category.

• If the Receivables Company Profile is set to use “North American Address?, Import Invoices will validate State/Province. If Country is imported, it will also be validated.

• If 'North American Address?' is selected in Receivables, the states for Mexico will be normalized to the 2 character state.

• For JobCost 9.3A, Invoices now includes G/L Accounting Date, Doc Link and Invoice Header Description 2 in the Retrieval batch created for JobCost.

• Adagio Invoices now respects the Group Security settings for Item Notes within Adagio Inventory.  If an Invoices user does not have access to edit Items, but the same Inventory user does have access to Edit Item Notes, the Invoices user will also be able to edit Item Notes while viewing Item records.

Version 9.3A | 2020-03-02 (Mar. 2, 20)

9.3A release notes

·    Compatible with Adagio DocStore.

·    Supports Online Credit Card Payment Processing with new add-on module Adagio Payments 9.3A.

·    Payment Card Industry Data Security Standard (PCI DSS) compliant.

·    Pre-Authorized Debits from customer bank accounts in invoices batches (Canadian banks only).

·    'Auto-Generate' the Check Number field in posting speeds entry and avoids duplicate document numbers on cash transactions in AR.

·    Enter Payments on credit notes.

·    Optionally show an item’s Price Level grid and select it for the Unit price field.

·    Item Information inquiry on the invoice detail screen (opened with ‘i’ button beside Item Number) shows Price Levels for the base price / Alternate Price List, and Qty on hand / Sales order / PO / RMA. Double-clicking the Alternate item will select it for the detail line.

·    Option ‘Always show sale price in price grid’ displays Sale Price on Item Information screen and allows it to be selected if the invoice date is in the sale dates range, otherwise it indicates the Sale dates are out of range.

·    Prompt to update customer and address fields in invoice if there have been changes in the Customer or Ship-To.

·    Changing the Customer Type ask if you want to apply related pricing changes to all invoice details.

·    Sort batches by Batch Description.

·    Select field from the invoice to send to the new PO Reference field in Receivables 9.3A batches.

·    Find on filtered Customer grids to search within the filtered result.

·    Send/print invoices to multiple Send Methods (Printer, PDF, email) simultaneously.

·    Calculated numeric fields on invoices using formulas in the Specification Designer.

Version 9.2A | 2017-08-30 (Aug. 30, 17)

9.2A release notes

·    Compatible with Ledger 9.2A Retrieve Subledger Batches function, allowing separation of subledger batches by Batch Number.

·    Edit / View Customers functions support new features in Receivables 9.2A customers.

·    Credit notes support option to apply the before tax total to discount base.

·    Added an option to print a General Ledger Distribution Summary on batch listings.

·    Posting Journals can no longer be cleared after printing. This avoids accidental clearing. Posting Journals are cleared at year end.

·    Adagio module toolbar allows one click launch of an Adagio module.

·    Reports have been converted to Crystal Reports 2013, greatly improving the export to Excel.

·    Added invoice specification codes for totals in home currency and other new codes.

·    Grids may be \\\"banded\\\" with a User Selectable color and banding frequency. Banding may be chosen to replace Grid Styles by user.

·    Edit grids display the total number of records, as well as a count of the displayed records when a Filter is active.

·    Logs user activity within the module. Audit logs may be viewed with GridView.