ServiceLedger 2015 New Functions and Features:
If you look into the list of improvements for ServiceLedger 2015, you will find a lot of performance related to performance increases in ServiceLedger. ServiceLedger continues to work with our clients to improve the overall performance of ServiceLedger and in this version in particular there are a lot of behind the scenes performance enhancements.
ServiceLedger 2015 now fully supports QuickBooks 2015 and Sage 50 (Peachtree) 2015
Attachments- Corrected an issue where the attachment window could cause an access violation on automation servers by timing out just as it was being asked to attach a file.
- Added ability to preserve, edit, and add notes on archived attachments.
- The Batch Print Invoices window now supports choosing your own desired columns, filtering, and selective printing or marking invoices as already printed.
- The Batch Equipment Posting window will now use the invoice date for equipment install date, rather than the date the processing occurred.
- The Batch Invoice Messaging window will now use customers billing e-mail address rather than the main e-mail address, if one has been specified. The billing e-mail address is set through the button by the e-mail field on the customer window.
- Corrected an issue that caused the Statements and Newsletters / Reminders tabs on the batch invoice messaging window to ignore the billing email address for clients if set and always is end to the main address. The window now uses the main address, but will use the billing email instead if one has been specified.
- When batch posting invoice line items into new equipment records, the installer, sold by, and original sales prices will now be populated with the actual values from the sale. The installer and sold by columns have been added to the batch posting list for reference.
- Corrected an issue that caused the third commission item on invoices to be ignored by the batch invoice commission posting window.
- Corrected an issue in which contracts with a frequency greater than 1 year did not show up for invoicing in the Batch Contract Invoicing window.
- Updated the Agreement window to support custom tabsheets.
- The job history list under customers should now include start and end dates (i.e. first and last dates scheduled).
- Updated History tab to show most recent records first, open records only by default.
- Updated History tab to include a "Show All" button which shows all statuses in one click.
- Added storage for latitude and longitude for use with mapping/routing integrations.
- Corrected an issue that could cause customers with a large number of locations to take longer than necessary to open or refresh.
- The location list should now reflect changes to the active/inactive status of locations as soon as you check or uncheck the "Show Inactive Locations" box, rather than requiring you to refresh of the customer window.
- Corrected an issue that prevented inactivating customers with won or lost quotes.
- The location list should once again be sort- and filter-able.
- Added standard toolbar and some standard actions support, including custom action hotkeys, to locations window.
- Added support for location-level security module.
- Addressed an issue that could cause deadlocks when saving jobs due to recalculation of taxes.
- The location dropdown should no longer show inactive locations.
- Corrected an issue that caused the equipment problem code list to show the data from the "Problem" field in the "Resolution" column.
- Corrected an issue that could case referential integrity errors when attempting to remove equipment PM tasks that had more than one line item associated with the PM.
- The location dropdown should no longer show inactive locations.
- Added Installer and Sold By fields to equipment. These can be used to track the original installer and/or sales rep.
- Corrected an issue that would cause job and estimate e-mail notifications to fail with a message about column 'rep_user_id'.
- Corrected an issue that caused the price on line items using markup pricing to be zero when converting quotes to jobs or invoices.
- The estimate window will now e-mail PDFs using the same updated mechanism and new features that jobs and invoices use.
- Corrected an issue that prevented taxability from carrying over from the won quote to the job on line items that were included in tasks on the estimate.
- The location dropdown should no longer show inactive locations.
- Corrected an issue that prevented automatic sales commission calculation.
- Corrected an issue that prevented commissions from being recalculated if the quantity or price of a line item changed after commission had been applied.
- Corrected an issue that could cause sending email using either of the MAPI sending methods to fail on some computers.
- Implemented new @Style attribute for custom tabsheets to allow for tabsheet styles other than a simple list of fields. This attribute defaults to 'fields', which gives the original behavior (a list of fields). A new style, 'memo', instead takes only a single field and displays it as a single large text area taking up the entire tabsheet.
- When unposting records with inventory impacts, ServiceLedger will now check for changes to the inventory tracking status of items on these records and display a warning message if inventory tracking status has changed.
- Added a column to the global preference editor which allows viewing the change history of each global preference. Please note that only manual changes made from the administration or preferences windows are logged. Preferences which are automatically updated by the software are not tracked as user changes.
- Added the Action Log tab to the administration window, which allows you to review the date, time, and user for any significant database-wide changes.
- Corrected an issue that caused search lists to show blank rows when the list is filtered as part of a search.
- Corrected an issue that caused search lists to select the wrong record after typing an exact name and hitting enter or tab without waiting for the search to complete.
- Corrected an issue that could cause a 'Row handle referred to a deleted row or a row marked for deletion' error when trying to save records in rare circumstances.
- Corrected error messages that would appear when trying to add new sales reps via the blue Sales Rep links on various records.
- Updated all records currently referencing Users as Sales Reps to use the new Sales Rep records instead.
- Added preferences to the Preferences window under Company to control whether just sales reps or also techs or subcontractors are shown in the Sales Rep dropdowns.
- Updated lists to include a "Show All" button by the Status Filter button which shows all statuses in one click.
- Corrected an issue that in Citrix XenApp environments caused certain search dropdowns to drop down automatically when detail windows were opened and made it impossible to close search dropdowns except by using the tab key. To enable this fix, please use the new 'search_view.auto_drop_down' option.
- Corrected an issue that caused multi-report parameters to display the selected parameters in duplicate.
- Added ability to control which resource types show in each of the 3 commission dropdowns available on estimates, jobs, sales orders, and invoices. By default, the first commission field is used for technicians / subcontractors and the second is for sales reps only. This setting is available in the Preferences window under Resources.
- ServiceLedger will now warn on startup when a size-limited SQL Server Express database is approaching its size limit.
- Corrected a source of various issues that would appear when the -mdi 1 flag is used to allow multiple transaction windows of the same type open at once.
- Searching for customers or items using the search views and/or when adding new transactions or adding line items to transactions respectively should now be more responsive and significantly faster.
- Corrected an issue that would cause automation servers to hang after processing a large number of jobs.
- Corrected an issue that would cause automation servers to hang after processing a large number of requests when in-process select building is disabled.
- Corrected an issue that could cause 'ADODataSet_List1/2: Cannot perform this operation on a closed dataset' errors when closing lists after search terms have been entered.
- Corrected an issue that could cause error messages when attempting to e-mail transaction PDFs under certain Win7/Win8 and New/Old report viewer configurations.
- The Customer Portal now tracks logins in a way that can be looked as needed by support.
- Added options (support only at this time) to allow SMTP email to use a Reply-To: header instead of the From: header for the return address. This is necessary for certain ISPs which require that the From: header match the provided SMTP credentials when you want replies to go to a different address than you are using for outbound mail.
- Added debugging info to assist in troubleshooting a problem where dropdown search forms do not close correctly under Citrix environments.
- Corrected the cause for "Field 'Item' must have a value" error on tech portal when working with job line items.
- Corrected an issue where automated or invisible forms could time out just as they were receiving a request to do work, causing an access violation.
- Corrected an issue that would cause automation servers to use more and more resources (windows Handles) over time, eventually leading to hangs and/or crashes.
- Corrected an issue with form color choice based on whether a classic theme is enabled.
- Added support for more consistently disabling a form when it is waiting on a response from an external or custom module.
- Corrected a cause of access violations when closing refreshing lists.
- Updated window style such that when running on a computer with a classic Windows display theme, windows are colored according to the classic windows dialog color (usually gray) rather than the window color (usually white).
- It is no longer possible to merge parent/child records into each other and invalidate the hierarchy.
- It is no longer possible to merge users.
- It is no longer possible to merge items if they have different types, or are differently inventoried or serialized.
- Discounts/Markups are no longer applied to expenses. The price and cost of an expense under invoice charges or job costing will now always and exactly match the amounts indicated on the expense window.
- Corrected an issue that would case ServiceLedger to crash during startup with the message "EaccessViolation" on Windows 8 and Windows 8.1 workstations after running a ServiceLedger update.
- Lists should no longer cause rare transaction errors when refreshing at the exact same time as posting inventory and potentially other transactions.
- High volumes of work order status updates due to scheduling activity should no longer cause deadlocks.
- Addressed an issue that could cause the maintenance procedure to run much more often than it was configured to run when a large number of ServiceLedger users are active.
- Addressed an issue that could cause certain errors during refreshes to show as EEFFACE exceptions rather than the actual exception.
- Addressed general slow performance and occasional deadlocks relating to the Links & History side panel.
- Addressed an issue that could cause the record history window to time out after 30 seconds of gathering history and not show. The window can now search for up to two minutes before timing out.
- Custom lookup fields will now display a description column in the dropdown list, if present.
- Several database-related error messages are now presented in a way that is more friendly and more helpful in determining the cause of the problem.
- Automated windows will now remain automated as long as they are open. This is a significant change which is intended to address a variety of issues with third-party integrators, custom modules, and the tech and customer portals. It may affect the behavior of any third-party programs integrating with ServiceLedger; such programs should be tested for compatibility with ServiceLedger 2014.
- Added datetime data_type for SLIPXML, which enforces SQL-Server compatible dates when attempting to populate data. This is helpful in imports from data sources, such as access, which allow datetime values outside of this range.
- Corrected an issue that could cause inventory discrepancies if two inventory locations are merged and the administrative fix was not applied. The "Fix Item Location Quantity Duplicates" button on the administration window is no longer required when merging inventory locations.
- Added support for custom fields and custom tabsheets added via services.
- Adjusted item window to allow for reorder quantity set to zero. If a zero reorder quantity is used, automatic purchasing will only purchase enough of the item to bring your inventory count back up to the minimum stock level.
- The invoice list should now include a subtotal column.
- Corrected an issue where invoice deletes for large batch invoices could time out due to updates to the invoiced quantity of line items on the jobs they were composed of.Addressed an issue that could cause deadlocks when saving jobs due to recalculation of taxes.
- The location dropdown should no longer show inactive locations.
- Progress invoicing now allows customization and allows you to choose among many more available columns to display when choosing which line items to invoice.
- Corrected a problem that could cause errors when changing the quantity of line item groups.
- Tech time entries on jobs will now respect the 'work_order.auto_bill_to_agreement' option.
- Significantly improved the speed of jobs involving large numbers of line items and/or large numbers of item groups.
- Corrected an issue that could cause cost only items which had a discount or markup applied to be invoiced with the calculated discount/markup price when posting jobs.
- Corrected an issue that would cause a job's trip charge to be applied once per invoice when using progress invoicing. Trip charges are now only applied when posting the job.
- Corrected "Field 'item_location_id' must have a value" error when posting jobs that have inventoried items but no inventory location specified. ServiceLedger will now display error indicating the problem and will abort the post.
- The resource link on tech time entries will now open the correct window (technician, subcontractor, sales rep) for the selected resource.
- Corrected an issue that caused line items with cost-only entries to have a price when using a global markup.
- Corrected an issue that occasionally caused database error messages when saving jobs.
- Corrected an issue that would cause error messages when adding line items to jobs when auto commission was set up in combination with certain other options.
- The 'work_order.show_all_projects' option now allows you to choose projects entered under parent accounts when editing jobs for child customers.
- Corrected an issue that could in rare cases cause "Unit of measure not found" error messages when choosing items on job line items.
- Corrected an issue that caused the prompt which appears when posting a job with the the "No Charge" payment method selected to correctly update job line items but create an invoice with the original pricing.
- Corrected an issue which would cause "Email PO# to customer" text to have improper line feeds.
- The location dropdown should no longer show inactive locations.
- Corrected an issue that could cause locations from a previously-selected customer to appear in location dropdowns after choosing one customer for a job and then immediately choosing a different customer.
- Improved error messaging when attempting to remove line items that have been used to generate a quote.
- Addressed an issue that could cause deadlocks when saving due to recalculation of taxes.
- Corrected an issue that could cause an error message stating "Field 'price' cannot be modified" when adding certain cost-only items where discount/markup would be applied.
- Corrected an issue that caused resource updates during job posting to save to the job, but not be successfully transferred to the invoice.
- Updated Project Summary to be more clear about revenue and costs on estimates, jobs, and invoices.
- The location dropdown should no longer show inactive locations.
- Updated Purchase Order window to support custom tabsheets.
- The purchase order window will now e-mail PDFs using the same updated mechanism and new features that jobs and invoices use.
- Improved error message when attempting to remove line items that had already been received on a bill.
- The reminder pop-up window now lists multiple reminders if more than one reminder is due. If multiple reminders are listed, you can double-click to review them individually, or snooze, dismiss, or complete the entire list.
- Reminders which have been completed will no longer pop up, even if they were never separately dismissed.
- Reports have been update to respect the new Sales Rep system.
- Added new Sales Rep resource type. This is intended to augment and eventually replace the use of Users as Sales Reps.
- Corrected an issue that caused errors when using the Dispatch Calendar report with tech, territory, or priority filters.
- Corrected an issue that could cause the schedule to periodically close on its own.
- Added a Territory filter to the Job Filters available on the schedule.
- Corrected an issue that could cause deadlocks on the schedule in databases where there were an extremely large (~100,000) number of closed jobs and a small (<500) number of open jobs.
- Corrected an error relating to the job duration in the DirectRoute export resulting from changes in the last release.
- Updated DirectRoute export to include some columns that were previously blank
- Updated DirectRoute export to include job durations.
- Added new Reset Hours feature, similar to the Import Entries action, which resets all hours to the minimum possible hours based on time entries.
- Updated the time sheet's Import Entries action to include a confirmation prompt explaining its behavior.
- Corrected a refresh issue with the Import Entries button on the timesheet.
- The Time Sheet will now allow you to remove entries from jobs via the Delete button. This has been added in order to simplify correcting mistakes during time entry. Note that it is not possible to delete entries from closed jobs, is the entries may already have been invoiced.
- Improved error messages shown when trying to delete a user who has history that must be preserved. Users who have history must be inactivated rather than deleted.
- Removed erroneous custom field tabsheet from the vendor window. Although it could be shown using the appropriate option, the fields it alleged to give access to did not actually exist in the database.
- Added support for new-style custom fields and custom tabsheets to the vendor window.
Other ServiceLedger Versions
You can find out more about other versions of ServiceLedger by clicking the years below.