Vorex (v4.0.29) - 1 February 2020

This release features an amazing new Invoice customization capability, further improvements to the recently redesigned QuickBooks Online integration, and a number of usability enhancements and fixes.

Enhancements

Vorex Finance

  • Want to get your invoices looking just the way you want them? You now have unparalleled flexibility to do just that. Invoice layouts and formats can now be completely customized leveraging the power and flexibility of the Ad Hoc reporting engine. There is no need to build custom invoices from scratch: the most popular invoice templates have been reimagined as Ad Hoc templates which can be found under the 'System' folder in Ad Hoc reports. These templates can be used as-is, or they can be copied to the Public Reports folder where they can be customized. Using the Ad Hoc reporting tool you can tailor the invoice templates to match your brand by formatting borders, fonts, text & background colors, bold, italic, and more. You can also configure invoice templates to show just the data you want your clients to see by adding text and data fields to header, line-item, and footer areas. The Ad Hoc invoice templates can be selected when generating invoices, and also when configuring billing automation jobs.

(A 'Classic' option allows you to use any of the original templates, as well as any custom templates that were previously delivered via Professional Services.)

BMS_v4.0.29_-_Inv_Template_-_Company_Settings.png

BMS_v4.0.29_-_Inv_Template_-_Ad_Hoc_Folders.png

BMS_v4.0.29_-_Inv_Template_-_Generate_Invoice.png

  • Added the ability to view Vorex Invoice numbers and invoice numbers that have been synced with an accounting system such as QuickBooks or Xero.

Vorex-QuickBooks Integration

  • Added a new warning message when importing data from QuickBooks Online: "NOTICE: Data imported from QuickBooks will be permanently recorded. There is no way to undo the import, or bulk erase the data after the import. Are you sure you want to proceed with the import?" Y/N.
  • Added a new import service with Unit Cost.
  • Enhanced mapping of product SKU.
  • Enforced taxation on invoices when importing data from QuickBooks Online.
  • Fixed an issue with the account code while exporting discount from Vorex to QuickBooks Online.

Vorex Reports

  • Added an ability to join Invoices and Product Suppliers. These joins could be used to create a monthly report of products, purchased each month by GL number with quantities, items received each month by GL number with quantities, and items delivered each month by GL number with quantities.

Vorex Security

  • Added a tooltip on the Security role user interface, explains that granting modify or delete permissions for batch tickets will also grant these permissions to My tickets and Tickets modules.

Vorex SSO

  • Added Auto Redirect to SSO IdP when the username is specified in the URL for the Fusion mobile app login.  This improves the user experience when logging in to the Fusion mobile app via SAML SSO.

Vorex-Xero Integration

  • Added importing Address Line 2 field when importing contacts to accounts in Xero.

Vorex Localization

  • Various fixes and improvements for German Language (Beta). Suggestions for further translation improvements can be submitted via a Support Ticket.
  • Various fixes and improvements for Swedish Language (Beta).  Suggestions for further translation improvements can be submitted via a Support Ticket.

Fixes

APIs Fixed: There was an issue with the country import by account location on Rest APIs.
CRM Fixed: A deactivated contact was able to log into the system.
Email Parser Fixed: Email parser duplicated email while replying to the ticket.
Finance Fixed: Recurring Service Contract added a new period while posting a non-fiscal contract that has the end of the month as a start date.
Finance Fixed: In Vendor Bills, some free items were not showing on grid in some tenants.
Finance Fixed: HTML characters appeared in Contract Description while creating contract invoice.
Vorex-QuickBooks Online Integration

Fixed: There was an issue with exporting the vendor as a customer from Vorex to QuickBooks Online.
Vorex-QuickBooks Online Integration Fixed: Renamed Service Items Accounts to Service Items and Non-Inventory Products Accounts.
Vorex-QuickBooks Online Integration Fixed: When chart of account was exported, the account code displayed twice in the grid while re-exporting it.
Vorex-QuickBooks Online Integration Fixed: There was an issue with product import.
Vorex-QuoteWerks Integration Fixed: Added validation on the Doc Date on QuoteWerks Integration before sending to Vorex to validate DOC Date and Expiry Date.
Vorex-QuoteWerks Integration Fixed: In QuoteWerks Connector, the contacts with the same name but different accounts were displaying incorrectly.
Reports Fixed: Invoice Filters were not filtering using typeahead.
Security Fixed: The validation message displayed behind the MFA pop-up.
Security Fixed: The Vorex MFA on Microsoft Authenticator > Account Name was not fully displayed.
Security Fixed: There was a caching issue in the master Tenant ID where error message appeared while importing accounts from QuickBooks Online into Vorex.
Security Fixed: Sync from parent to child company was clearing the Allow Delete on the child company.
Security Fixed: An error appeared while trying to make an update on a role and deleting or while adding a user role.
Timesheet Fixed: There was an issue with cleanup of old approval records.
Workflow Fixed: In workflows, an activity added from anyone was not considering the change conditions.