ServiceLedger 2017 New Functions and Features:
ServiceLedger 2017 continues our focus on improving the speed and ease of use of common user windows with a variety of features suggested by our customers to make ServiceLedger more useful, continues our focus on performance in large databases, and provides improved compatibility with modern systems. As with all versions, we have found new ways to help our customers save time and money with ServiceLedger and new ways for our customers to increase revenue, decrease costs and improve their profitability.
To find out more about ServiceLedger or schedule an online demonstration, please call us at 940.497.2834 ext 1 or email sales@serviceledger.com, and we'll be happy to help you.
Note: ServiceLedger 2017 will continue to add new functions and features throughout the year with our new subscription model. Please check back regularly for further updates./p>
Summary
ServiceLedger 2017 is our most current version. ServiceLedger 2017 will continue to have new functions and features added throughout 2017 with several new functions and features slated to be added this Fall.
ServiceLedger 2017 now fully supports Microsoft SQL Server 2012 and SQL Server 2016, and can be installed on on operating systems up to Windows Server 2016.
ServiceLedger 2017 fully supports QuickBooks 2017 and Sage 50 (Peachtree) 2017.
ServiceLedger 2017 includes improved support for Microsoft Office 365 as an email server.
Feature HighlightsAs with all new versions, ServiceLedger 2017 contains major and improvements throughout the software. Some key improvements are called out here, and a full list of changes is available below.
ListsMost record lists will now allow you to set which statuses should be shown by default. The “Show All” button will continue to provide access to all records regardless of what defaults you choose.
Photos
The user, technician, and item, and equipment windows now support the addition of identifying photos.
Customer Alerts
Customer alerts now support custom colors. You can set the desired color using the color button beside the Add Alert button.
Customer alerts can now be shown as a sidebar instead of a pop-up, allowing you to continue seeing alerts even while entering a work order, estimate, or other associated record.
Time Entries
Tech Work Entry window has been redesigned for easier entry and navigation, including keyboard shortcuts for quicker movement between fields.
All emails generated from the ServiceLedger program are now logged and recorded.
The signature field on the user window now supports HTML signatures and is used more consistently throughout the system.
Messages are now always composed in HTML (with a plain text alternative view available) and now support inline images. For automatic emails, text templates support inline images as well.
Serial Number Data Entry
The process for entering serial numbers on inventory transactions has been significantly improved. It is now possible to see all serial numbers and, for removals or transfers, choose the desired serial numbers from a dropdown list.
Map-based Scheduling & DispatchServiceLedger 2017 adds support for a Google Maps add-on that allows instant side-by-side visualization technician routes using Google’s powerful mapping tools (separate licensing applies).
All Changes
General
- All data merges take place in the background to eliminate potential hanging of application
- Added 'Set Defaults' button that persists shown list view statuses.
- Customer search view in Equipment window no longer complains about needing a 'valid integer value for Account'.
- Emails will now record which user initiated them and use their email settings (if set) instead of the company's when sending.
- Add new "merge" SLXML action for use by imports and external apps.
- Custom add-on modules can now place background requests.
- Added SLXML.log and SLXML-Errors.log files to assist in troubleshooting SLXML problems.
- Improved the reliability of automation servers when exposed to Denial of Service and password attacks or invalid client conversations (such as an aborted telnet conversation or broken 3rd-party integration).
- ServiceLedger now supports HTML in all emails and tracks every email message sent through the ServiceLedger program. An archive of all messages is available in the Administration menu.
- The Company Preferences window will now persist the selected page.
- The Company Preferences window will now persist the position of the scrollbar in the advanced page.
- The Administration window will now persist the selected tabsheet.
- The Administration window will now persist the position of the scrollbar in the Global Preferences tab.
- Back-end support for alert panel
- Add support for custom alert sections & custom alert button on the alert panel
- Updated HTML text templates and Messages to save inline images in the database and support inclusion in text template e-mail.
- Added support for overriding the subject of messages that use text templates via the "Subject: ..." syntax within the body of the message.
- Added a new option, global.item_search.restrict_agreement_item, which controls whether agreement service plan items are allowed when adding items to jobs, tasks, and estimates.
- Custom modules will now include debug information in the log when ServiceLedger is run in debug mode.
- Improved performance of several functions on transaction windows, specifically including reordering items on large invoices or other transactions.
- Update Service Tech Entry report to modern report format.
- Corrected an issue that caused certain reports (including the Statements report) to insert the email address of the first customer on the report when emailing, despite the report showing multiple customers' data.
- Corrected the ordering of time entries on the tech time entry report. Entries are now shown in chronological order.
- Corrected issues that could appear on some databases with the following reports: Inventory Activity, Available Quantity by Item, Available Quantity by Location, Estimate List, Pending Estimates, Estimates Won, Estimates Lost, Estimates on Hold, Expired Estimates, Job List, Invoice List, and Credit Memo List.
- Added support for geocoding module
- Hid unused feature checkboxes section on the phone detail window.
- Added ability to set alert colors on a per-customer basis
- Added a default value for credit limit on the Customer window
- Added a new option that allows customers upgrading from older versions to maintain the old behavior of the History lists under the customer window.
- Added a "Bill Location" dropdown to the customer location window that allows you to override the customer's default bill-to location on a site-by-site basis.
- The Email to technicians actions (both text and PDF) will now only email technicians that are scheduled in the future.
- The Email to technicians actions (both text and PDF) will now explain when techs or past schedules are skipped.
- The Email to technicians action (both text and PDF) will now look at only the date when determining whether an appointment should be e-mailed. In Release 29, jobs that were scheduled, for example, in the morning would not be e-mailed if you ran this action in the afternoon. There is a new company option to control the behavior of this function if considering both the date and the time of the appointment is desired.
- The site address pop-up will now display an explanatory message when you attempt to show the address for a contract that covers all sites instead of doing nothing.
- Added refunds to the Receivables menu
- Added refunds to the History tab on the Customer window.
- Added Address Pop-Up Speed buttons to estimates.
- Added a new field to track the user's Photo
- The user window now supports custom fields
- Added support for HTML to user email signatures.
While fixes are not feature enhancements, customers do like to know if any annoying issues were resolved. While the list is long, the following fixes were applied in this version:
- Corrected an issue that caused access violations when attempting to import agreement coverage items.
- Corrected a new "Error occurred while processing messages" prompt that would regularly appear in some configurations. This error was introduced in the last few releases and should work normally again from this release.
- Fix new customer's phone numbers not showing up in the initial automatically-created contact.
- Corrected an error that would occur when saving the Account Aging Summary report to a file.
- Ticket has an invalid task id error on jobs causing the tech portal to hang.
- Corrected errors resulting from attempting to add a tech work entry to a job through automation before choosing a customer.
- Corrected an issue where unusable tickets would be created when copy a job with tasks to the future.
- Correct errors with invalid total price and total cost when copying jobs with tasks to the future.
- Corrected errors that could occur when interacting with the schedule in locales that use a comma as the decimal separator.
- Corrected an error that could occur when interacting with invoices using locales that use a comma as the decimal separator.
- Corrected an error thot could occur in cases where ServiceLedger dealt with very long file names.
- Import/export using padded fields will no longer truncate the field to the pad length. This change corrects an issue that some accounting links had when making use of field padding for numeric zip codes when Zip+4 values are present
- Corrected an issue that caused certain users that were associated with technicians to go into edit mode automatically when opened.
- Corrected an issue that caused phone numbers for non-Main locations in databases upgraded from ServiceLedger 2015 or earlier not to appear.
- Corrected an issue that allowed changes to the main contract invoice item description not to be carried to the invoice charges on the contract or invoices generated from the contract.
- Added improved error messaging for attempts to remove the first (and/or last remaining) invoice charge from a contract.
- Corrected an issue that caused an EOleException error to appear when attempting to inactivate a job after trying to delete it and being told by the system that it cannot be deleted.
- Corrected the Email action on the invoice window referring to the document that is being emailed as a work order.
- Corrected an issue that caused the Export buttons on various windows (including Batch Print Invoices, the Equipment PM Scheduler, and Progress Invoicing) to export only the selected row.
- Added an option to restore legacy behavior that allows adding service plan / recurring line items to estimates, tasks, and jobs.
- The external report viewer will now attempt to localize date and currency fields like the internal report viewer does.
- Corrected an issue that could cause lists in search mode to occasionally display a different column's data in the first column, or display additional unwanted column data after the last column.
- Corrected flicker that would occur when clicking the Refresh button on a list in search mode.
- [DNI] Corrected an issue that could cause garbled text on the alert panel when switching between alerts
- Corrected an issue that caused a pop-up alert for any customer who has ever had an agreement.
- Corrected an issue that caused Access Violation error messages when clicking on the address pop-up speedbutton on various records.
- Corrected an issue that could cause some grid exports to export only the first row (Equipment Schedule, Batch Print Invoices, Job Progress Invoicing)
- Corrected an error that appear when saving text templates that include images.
- Corrected on issue with converting images from text templates into HTML email messages.
- Corrected an issue that could cause current versions of ServiceLedger to display a "ServiceLedger 2014" caption.
- Corrected a minor security issue that could occur when launching external programs
- Corrected an issue that could cause automation servers to fail occasionally when generating reports
- Corrected an issue that could prevent debug logs from containing full debugging information when LaunchVista fails
- Increased query timeout for e-mail notifications.
- Corrected an issue that caused the Print Balance Statement action on the customer window to include invoices with a $0.00 balance. The report now excludes these invoices, showing only invoices with a balance or credit due.
- Corrected accounting link fields being copied when copying a customer
- Corrected an issue that caused contracts to, in certain circumstances, cover more of the covered items than the contract allowed, resulting in a negative balance on the contract.
- Corrected an issue that prevented the address pop-up speedbutton on the contract window from appearing.
- Corrected SQL errors that would appear when trying to delete customer equipment that had been used in certain other areas of the system.
- Corrected an issue that would case EAccessViolation errors when saving estimates that are linked to projects.
- Corrected an issue that prevented the bill location link from functioning.
- Corrected an issue that would prevent the tech time entry window from selecting the technician's default rate when choosing different technician that the assigned tech.
- Corrected an issue that caused account alerts to appear before the job window appears when opening a job.
- Corrected an issue that caused the job window to automatically maximize when opened if it would be the only open window.
- Corrected an issue that could cause cost-only line items on jobs not to consistently be billed to a usage-based contract if present.
- Corrected an issue that caused the Email to technicians (Text) action to generate blank emails when the job has appointments scheduled for the "Unassigned" technician.
- Corrected an issue that could cause extra tabs to appear when navigating the schedule when using Google Maps integration.
- Corrected in issue that caused the dispatch report not to show in order when jobs had not been explicitly ordered on the dispatch board.
- Corrected an issue that caused some actions on the invoice window which usually require confirmation (such as e-mailing the customer) to skip the confirmation prompt when used immediately after creating a progress invoice.
- Corrected an issue that prevented the recurring billing window's Preview report from appearing.
- Refunds will no longer save with a $0.00 or negative amount.
- Corrected some button hints showing incorrect text.
- Corrected an issue that caused the bill window to show a read-only field error message when receiving a bill from a purchase order.
- Corrected an issue in the bill.average_cost.calculate average cost calculation that would prevent the first (and in unusual circumstances, certain additional) bills for a given item from updating the item window with the average cost.
- Corrected an error that could show when attempting to delete line items from an empty inventory transaction.
- Corrected an issue that could cause doubled inventory changes when printing an inventory adjustment that was not yet saved.
- Corrected an issue that could cause inventory inconsistencies when clicking the Print button on inventory adjustments that had not yet been saved.
- Corrected an issue that caused an error message when exiting the location field without choosing a location in the physical inventory reconciliation window.
- Corrected several issues relating to improperly sized or scaled forms on High DPI displays, including line item detail windows not initially being large enough to show all fields.
- Corrected an issue that caused the reminder notification window to show all blank information when multiple reminders are due.
- Corrected an issue that could allow marking already-invoiced items as cost only by using the 'Prev' button immediately after adding a new item to the job.
- Corrected an issue that could cause some fields, (including the Invoice and PO links) to temporarily disappear immediately after adding a new line item to a job.
- Corrected an EOleException that would occur in rare circumstances when setting dispatch status.
- Corrected an issue that caused an error message when deleting credit memos for customers with custom fields on the payment window.
Other ServiceLedger Versions
You can find out more about other versions of ServiceLedger by clicking the years below.