27 Jun Monthly Update: New Versions Released in June 2024

Posted at 16:35h in DOit Releases by

Hey everyone!

DOit is constantly updating and enhancing our system with your suggestions and necessary industry requirements. The month of June has been packed with lots of new releases, and we are happy to share with you.

To make it easier for you to find what you’re interested in, we’ve separated the releases by modules.

If you have any questions, remember to reach out to Support!

We’ll gladly show you how everything works. You can also schedule additional training!

Below you can find the most important release notes for this month.

 

General

  • Added a new option setup.AutoPrintReport.mode that allows selecting what should happen when you auto open a report

 

Company Setup

  • Added DEA number on Company Setup :: Companies :: List 

 

Contacts

  • Added setup dates as advanced filter on Contacts :: List
  • The audit report (return details) was optimized, now being able to print more lines in less time
  • Added Customer federal and state documents on Contacts :: List 1 and Contacts :: List 2
  • New options for integrating contacts
  • All invoice reports will be affected by the webstore options
  • Now has “Linked Central Billing” when the linked contact has the “$ Billing” box checkmarked at the time the sale was closed

 

E-mail

  • Allows the user to delete an email that has a canceled invoice

 

EDI

  • DOit now forwards tracking label information

 

Finances

  • Added beneficiary name on Finances :: List 1 hidden as default
  • Added Group accounting entries toolbar to Finances :: List 1, Finances :: List 2, and Finances :: List 3 to group reconciled accounting entries by the period selected on the toolbar modal

 

Invoices

  • Adjusted, when the supplier’s name is too long, it breaks the popover on Products :: List 1
  • Adjustment of the “Drop Shipment” label
  • Added paid and pending payment values for the SaleInvoices api v2

 

Product

  • Added “Is controlled” badge to Products :: List 1 and Products :: List 2 hidden as default
  • Added purchase order ETA on Product :: Record :: In hidden by default

 

Shipping

  • Adjust on the “Drop Shipment” label, now is “Linked Central Billing” when the linked contact has the “$ Billing” box checkmarked at the time the sale was closed

 

Inventory

  • Added created by on inventory levels report on Inventory:: Out and Inventory:: In
  • Added a new report “Inventory Items with Licenses” on Inventory :: Out

 

Purchases

  • New fields showing the shipping cost and the grand total were added to the PO PDF
  • New email templates were added. Similar to the default ones but with the shipping cost and the grand total for PO’s

 

Sales

  • New module “Items” that showcase all sale items under My Sales and All sales
  • Adjustment on the received counter on Sales :: All :: List
  • Adjustment on the “Drop Shipment” label, now is “Linked Central Billing” when the linked contact has the “$ Billing” box checkmarked
  • Now, when copying a sale and the ship-to document is deleted, the new sale documents will also be empty
  • Added Customer federal and state documents on Sales :: My Sales :: List, Sales :: All :: List, Sales :: Inbox and Choose the customer modal on Sales :: Record

 

See you next month.

The DOit Team

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