June – July 2021 Release Notes

June 21, 2021

1) QBO Interface – new Rome Management accounting interface to send data to Intuit Quick Books Online.

July 2, 2021

1) Timecard/Assigned Labor Comparison Report –

a. Added the ability to view the account code and sort the report by the account code.

b. Fixed an error that would cause the report defaults not to be saved correctly.

2) Timecard/RO Labor Comparison Report –

a. New report Payroll à Timecard à Timecard/RO Labor Comparison

i. The report can be detailed or a summary.

ii. Sort the report subtotals by RO number or by account code.

                    iii. Date Range

1. Date In – No Date Out (WIP)

                         2. Date In – With Date Out (with or without, based on date in)

                         3. Date Out – RO’s that have been dated out

b. Compares timecard labor totals to RO totals in the labor file. The RO labor does not have to be assigned to be included in the report.

July 6, 2021

1) RO Default Note Type – new option in installation options to set the default RO note type.

a. Go to Forecasting/…/Trans. Detail à RO Options (last tab) à RO Default Note Type

b. The default is a shop note.

c. This setting is only used if a user presses the default note button on the main RO screen before they (manually) select a default note.

2) RO Default Note Button – if a user presses the default note button on the main RO screen, a default note is automatically created for the user to edit.

a. The note type defaults to the note type defined in installation options.

b. The note technician defaults to the RO writer.

c. The default note can still be changed/set on the notes tab of the RO. This feature is only to prevent an error message that a default note does not exist.

July 9, 2021

1) Vendor Utilities Menu – if the notes TPS file is rolled off, the vendor utilities menu is disabled.

a. Merge Vendors

b. Delete Not Used Vendors

2) Change Shop Number – if any TPS file is rolled off, the change shop number utility is disabled.

July 23, 2021

1) RO Callbacks – if the shop’s email setup does not have an email username and/or password, the callback email option is set to no email when the callback window opens.

2) Sublet Transaction – added a “…” button next to the sublet invoice number. This button will open a window for QBO export flags for the sublet invoice.