New Features

• New customer and vendor import feature on the tools menu.

Enhancements

• Removed need to restart Quantify after a database update has occurred.
• Changed login methodology to not use the main user object to log in. This allows us to update the user fields and not break login at the same time.

Bug Fixes

• Fixed multi-print of invoices. Also converted them to use a memory stream instead of writing to a file stream, which eliminates security issues writing to files.

Several fixes have been released in this version.

• Additional charges were incorrectly hidden on summary with rent lines and detailed invoice.
• Custom lists for jobsite weren't shown unless a shipment list is also displayed.
• Fixed average cost calculator exception when saving new for rent transaction.

New Features

• Added a new 'rent extension' pivot. You can enter a date and have your rent calculated to a specific point in time. This is useful for showing future costs to customers.
• Purchasing equipment now keeps track of your purchase price and calculates an average cost, which is stored in the product catalog. Last cost is also stored.
• When JobEmployee1 (salesperson) is turned on in Options, you now have the option of selecting the jobsites that this person is assigned to in the invoice generator.

Enhancements

• Added new report option on the shipment report to show the a signature block for the delivery driver.
• Separated the report option to show the signature on the invoice (turned off by default).
• Added new report option on the return pick ticket for a jobsite to show a custom note for this report.
• Log changes to In Transit quantities when doing branch office adjustments.
  

Bug Fixes

• Fixed exception when attempting to void a shipment and the parts no longer exist at the job.

Enhancements

• Modified QuickBooks sync to match the AccountingID on the additional charge instead of the name. This allows multiple additional charges to sync to a single QuickBooks item.
• When a zero invoice is encountered in QuickBooks we no longer attempt to sync it, since QuickBooks can't have a zero invoice. Quantify now sets the invoice to a status of Do Not Sync when this is encountered.
• When in single-rate mode you can now prorate the rental rates on your shipment to equal a specific amount.

Enhancements

• New update dialog box that makes it clearer that an update is available, and what to do.
  
• Changed the frequency check for automatic updates to daily.
• Added invoice date to QuickBooks invoice.
• Added sales rep (job Employee1) to the shipment if turned on to display in options.
• When saving a new shipment and a duplicate number is encountered, Quantify now auto-increments the number to the next available and will give you a notice of what this new number is.
• Separated out connection properties (database, url, etc) from web.config file in dataportal so that automatic updates will preserve settings.

New Features

We’ve added a new feature that allows you to add custom properties (fields) on a job site. These include user/employee lists such as salesperson, a customer contact, your own custom lists, text field entries, dates, and more. You can customize the label for the list name as well as set it to be required during job site setup.

Options (click for larger image)

Properties On Job (click for larger image)

To report on these new options you’ll find a new job site pivot report that includes job site details and the new custom job site properties. This is found on the Materials tab Reports menu.

The first User custom property field (‘Salesman’ in the image at the top left) on the job site is linked to the invoice and is displayed on the “Invoice Additional Charges” pivot report, which allows you to see the invoice amounts by employee. This is commonly used to calculate a salesperson’s commission.

Enhancements

We’ve added start/stop dates to the job site. The labels for the dates, as well as if the dates are required, can be customized in Global Options on the Tools menu.

We also added the option to turn email notifications for shipments on and off. This is useful if you only want to receive warranty expiration emails.

Additional enhancements:

• Added initials to the user dialog box and the user report.
• QuickBooks Sync now adds the name in the first User custom property field on the job site (for example, the salesperson’s name) to the invoice as long as the first name and the last name of the person in Quantify match the Sales Rep in QuickBooks. (Match is by firstname and lastname fields.)
• Added a notes textbox in Options for a note that can appear at the end of invoices.
  
• Implemented the ability to allow a customer to log in without requiring their assignment to specific job sites when location-based security is off.
• New option on accounting tab to copy shipment details onto summary invoice line items as well as to split rent into multiple lines by shipment. Lines also display the billing range. This affects the “advance with credits” billing method only.
• Enabled filtering in products within custom columns when the display of these columns is turned on.

Bug Fixes

• When the report option to show the create date is checked off, the create date no longer appears below the logo on the invoice.
• Fixed display of invoice with zero rent items when invoice has only items with zero rent.
• An exception was thrown for a job site that is billable and has shipments that have rate profiles that were removed; Quantify now skips these jobs when generating invoices.

A new release of Quantify has been published that has the following

Features

• Modified the way that shipments are edited. Instead of creating a copy of a shipment and voiding the original, we now directly edit the shipment and display a history log of the changes that were made. This improves performance of the shipment overall, and allows editing of various fields that previously weren't editable when billing has occurred on the shipment.
• When changes are made to the parts stocked at a location, we now track the history of these changes. You'll see a new History tab on the adjustments dialog box that shows these changes.

Enhancements

• When using the first advance then arrears billing method and a cycle is skipped for some reason (such as returning everything in one month, and then making a deliver in the next), the invoice cycles would stay on the original 28 day recurrence. Now the cycles are reset to start at the rent start date of the earliest delivery.
• Made first invoice date required only for arrears billing.
• Rearranged the billing tab on the jobsite.
• Added the invoice period (start and end dates) to the invoice. Note that any invoices created prior to this update will not have a period shown on the invoice.
• Multi-print of invoices now outputs invoices in order, by invoice number.
• When a shipment has errors, all error descriptions are shown in the icon next to the Complete Shipment button.
• Modified the filter for equipment shown on a shipment to be a dropdown list where you can elect to show the products on the shipment, at the source, both, or all.
• Enabled editing of job to job transfers on all items except the materials.
• Added the ability to recalculate rent and sell prices on a rate profile based on current list and cost values. This is on the Change menu of the rate profile.
• To assist with creating and editing shipments we now load the 'To' balance alongside the 'From' balance.
• Active jobsites are now not allowed to be set inactive if the job (or any groups below the job) have anything stocked at them. The treeview of invoices now only shows active jobs.
• Added a new date selector control to invoice generator. You can enter a date here that will show up on all of your invoices, instead of the invoice create date.
• The 'enable minimum override' on the jobsite is now selectable when there is billing on a job. You can now edit and override the minimum's on a shipment. This is particularly useful if you have a job to job transfer to the same customer and you don't want to charge a minimum on the parts.
• Added a property to the shipment to store the person that created the shipment. This is shown on the 'Details' tab of the shipment. Note only that new shipments created after this update will show this person.
• When using Quantify in single rate mode (no rate profiles) you can now calculate rental rates and sell prices using the calculators on the toolbar.

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A new release of quantify has been published that has the following

Features

• Quantify can now synchronize invoices and credit memos with QuickBooks. Rent and all additional charges are added to QuickBooks, as well as job sites associated with customers giving instant receivables, job costing, tax payables and much more.

Enhancements

• Added ability to change a single rate on shipment. This feature is not available when using rate profiles.
• Changed the way automatic updates are checked connecting to Mobile Tools. If Mobile Tools has been updated but the client version hasn't, the client will be prompted to update.