3.1.1
What’s included in this release:
New Features and Feature Enhancements:
- Added account filter to the Transactions Report
- Added an account field to Transactions Report
- Added the ability to remove images from transactions
- Added the ability to set a thumbnail image for BigCommerce users
- Added the ability to send On Account statements in bulk
- Added the ability to send On Account statements by a specific date range
- Added the ability to always see Account and Client names on Memos
- Added an option to set a physical location when creating a location
- Changed TBC, Collections, To Be Collected to be ‘On Account’ now
- Added a selector to choose which client email address to send On Account statements to if multiple exist
- Changed the Wishlist Reports to move numerical data to the right side of the report
- Changed the inventory report to hide allocated products based on hidden inventory permission
- Changed Transaction History tab to hide allocated products based on hidden inventory permission
- Added an ‘Export’ feature on the Browse Inventory list view
- Added the ability to pay a TBC balance at a different location
- Added an all-new Vendor field to the Special Order flow
- Updated how images get uploaded into BigCommerce integration
- Added a new quick action menu on the On Account view
- Updated the overall flow for handling memos and it’s user experience
- Added a new ‘Memos’ tab the Account view
- Added new logic to always show both Account and Client names on the Memo list view
- Added an option to select which Client email address to send On Account Statement to
- Revamped how allocated products display in Crystal
- All-new Support for Variants & Attributes
- Added a Guest Checkout flow for WooCommerce users
- Added new financial KPIs to the Accounts Receivable view
- Added aging metrics to the Client Accounts view in Accounting
- Updated the user experience for applying date ranges to reports
- Added ‘Print’, ‘Send Email’ & ‘Export’ options on the Daily Summary view
- Added international support for the Daily Summary view
See details below for a full breakdown of new features.
Bug Fixes:
- Fixed an issue where payments were overlapping each other on specific receipt layouts
- Fixed an issue where adjustments were showing as negative balances on transactions
- Fixed a penny rounding issue that was occurring on Return transactions
- Fixed a UI issue that was occurring on the Comparison section of the Sales Items report
- Fixed an issue where invoice due date was not being set for On Account payments
- Fixed an issue where web transactions were not populating in the BigCommerce integration
- Fixed an issue with the Client Accounts view where information was not rendering properly
New Features and Feature Enhancements:
- Added account filter to the Transactions Report
Users can now filter by account name in the Transactions report now.
- Added an account field to Transactions Report
Users can now add the Account name field to the Transactions report now.
- Added the ability to remove images from transactions
Users now have the ability to remove an image they add to a transaction, if necessary.
- Added the ability to set a thumbnail image for BigCommerce users
E-commerce users who are on the BigCommerce platform can now specify which images they want to use as product images or the product thumbnail.
- Added the ability to send On Account statements in bulk
Users now have the ability to send out On Account statements to clients in bulk (i.e. more than one client at a single time).
- Added the ability to send On Account statements by a specific date range
Users can now add an ‘As of’ date for sending On Account statements so they can capture the On Account balance and collections in a specific time period.
- Added the ability to always see Account and Client names on Memos
The Account Name and Client Name are now always visible on the memo list view.
- Added an option to set a physical location when creating a location
When creating a new location for your organization, you now have the ability to specify if the new location is a physical location or not, at the time of creation.
- Changed TBC, Collections, To Be Collected to be ‘On Account’ now
All instances of the verbiage TBC, Collections or To Be Collected will now read ‘On Account’ to better represent that the balance is being put on their account.
- Added a selector to choose which client email address to send On Account statements to if multiple exist
Users can now select which client email address they want to send the On Account statement to if multiple email addresses exist in Crystal.
- Changed the Wishlist Reports to move numerical data to the right side of the report
The numerical value fields (i.e. Total Sales) will now be aligned to the right side of the report by default. Note: This can be changed if the user desires.
- Changed the inventory report to hide allocated products based on hidden inventory permission
If the ‘Can View Hidden Inventory’ permission is set for a user, they will no longer be able to see allocated products on the inventory report.
- Changed Transaction History tab to hide allocated products based on hidden inventory permission
If the ‘Can View Hidden Inventory’ permission is set for a user, they will no longer be able to see allocated products related to transactions on the Transaction History tab.
- Added an ‘Export’ feature on the Browse Inventory list view
Users can now export the search results when running Browse Inventory and working from the list view.
- Added the ability to pay a TBC balance at a different location
You now have the ability to accept a collections payment at a different location than where the transaction was originally processed. This can be done using the new ‘Accounting Location’ field on the transaction level.
- Added an all-new Vendor field to the Special Order flow
Users can now link a Vendor to a Special Order transaction in the point of sale flow.
- Updated how images get uploaded into BigCommerce integration
For BigCommerce users, we have added support for the usage of both thumbnails and product images simultaneously, which is an addition from our initial BigCommerce release.
- Added a new quick action menu on the On Account view
From the Client Accounts view in Accounting, users can now quickly take action to send an On Account statement or process a Collection Payment. Previously, these would have to be done exclusively on the Client view.
- Updated the overall flow for handling memos and it’s user experience
The overall memo experience has been revamped and simplified to allow for using a single Memo record ID to support the inflow and outflow of memo items. We have added an all-new column on the SKU table to highlight whether the memo item is ‘in’ or ‘out’ with the ability to mark it as ‘In’ from that view. This information is also included on the memo print out as well.
- Added a new ‘Memos’ tab the Account view
For those using the Memo feature, we have added an all-new tab on the Account view so you can see the items out on Memo for that Account/Vendor.
- Added new logic to always show both Account and Client names on the Memo list view
Both the Account and Client name fields are always visible on the Memos list view for easy reference.
- Added an option to select which Client email address to send On Account Statement to
When sending an On Account Statement, users have the ability to select which email address for the client (if multiple exist) they want the statement sent to.
- Revamped how allocated products display in Crystal
For those leveraging the ‘Allocated’ products feature, we have updated the entire Crystal framework, so that if products are marked as ‘Allocated’ they will no longer display transactions or references to that product on the Dashboard, Reports and in the Point of Sale system. They will be hidden entirely unless a user has permission to ‘View Hidden Inventory’.
- All-new Support for Variants & Attributes
Inventory users now have the ability to create and manage variations of products and their attributes from in Crystal. Users can create new ‘Master Products’ and then add variations to those products as needed with the product number getting amended to represent the slight variation to the master product. Additionally, these products will then show the variants associated with them and their unique attributes to reflect this new product hierarchy. This support has also been added to our ecommerce integrations as well.
- Added a Guest Checkout flow for WooCommerce users
Added support for the ‘Check out as Guest’ flow in WooCommerce, where you can allow a customer to transact without having a client record in Crystal. In this case, a ‘Guest’ style client record will be used to get them through the online purchase flow.
- Added new financial KPIs to the Accounts Receivable view
Users can now quickly check their total balance outstanding for Accounts Receivable, Total Store Credit owed, their Net Accounts Receivable balance and lastly, the total amount of money they have collected in deposits for items.
- Added aging metrics to the Client Accounts view in Accounting
Accounting users can now track how long a client has held a balance On Account through the customer lifecycle, all the way from 0 - 121+ days.
- Updated the user experience for applying date ranges to reports
The overall experience for applying a date range to report in Crystal has been updated to save time and incorporate the relative date formats (Today, Yesterday, etc.). These date fields, since they are required, have been moved to the top of the filters menu for easy access.
- Added ‘Print’, ‘Send Email’ & ‘Export’ options on the Daily Summary view
Accounting users now have the ability to export and print the Daily Summary view for reference in printed copy or to run manual calculations or comparisons in Excel or with .CSV.
- Added international support for the Daily Summary view
Our Daily Summary view has now been localized so International users can take advantage of the feature with the proper currency support and swapping our sales tax for VAT applications.
