BMS (v4.0.28) - 14 December 2019

This release features a completely reimagined integration with Quickbooks Online, security improvements, and a number of usability enhancements and fixes.

Enhancements

BMS-QuickBooks Online Integration

• The QuickBooks Online (QBO) integration experience has been completely redesigned and has also been upgraded to leverage the latest version of the QBO API for improved efficiency and stability. Enhancements include:
  • Redesigned user interface.
  • You can now define default account codes for services and inventory. In cases where account codes have not been specified in the BMS setup tables, the default codes will be used. This is a time saver when exporting invoices as you no longer have to inspect the logs and manually make corrections for missing accounts in the setup tables.
  • A new option allows you to assign QBO invoice numbers when creating invoices in QBO.
  • Invoices can be exported without any prior sync operations. Any data needed to support the Invoice export will be created on an as needed basis.
  • Large import/export operations will now process in the background until they are complete. The previous time limit that interfered with this process has been removed. 
  • See the new QuickBooks Online Integration Guide for further details. The Guide includes a description of the data mapping between BMS and QBO.

NOTE  If you had previously connected to QBO, you will need to reconnect. After connecting, you must configure and save the new Invoice Options which will control the Invoice Export process going forward.

BMS-QuoteWerks Integration

• QuoteWerks recently released v5.5 which includes changes to their API. To support this, there are now two download options for the QuoteWerks connector desktop application: one for v5.4 and prior, and another for v5.5 and above. (It is no longer possible to support all released versions of QuoteWerks with a single desktop application; hense, providing two connector apps is the approach that is recommended by QuoteWerks.). 

Call to Action: When you upgrade to QuoteWerks v5.5, you should uninstall the existing desktop connector, then download and install the v5.5 connector.

NOTE  Some customers may have received a pre-release connector for v5.5 via Kaseya Support. This pre-release connector should now be uninstalled, and the new v5.5 connector included with this release should be installed and used going forward. 

BMS Security

• In Service Desk, security roles can now grant delete permissions separately from modify permissions allowing more granular control. Permissions have also been added to govern the deletion of notes. 

• Parent employees can login to a child instance using MFA, SAML SSO, or AuthAnvil authentication. 

BMS CRM

• You can now capture an effective date when contacts are activated and deactivated. A log shows changes to the active status. 

BMS APIs

• A new API Endpoint allows update of contact active status and effective date. 

BMS Finance

• A new invoice template is available called 'Detailed Invoice, Aggregated by Name, Desc & Unit Price.' With this template, billing transactions with the same item name, description, unit price and effective date are aggregated into a single line-item. 
• Recurring services billing review now shows both the effective date and period end date for greater visibility of recurring services transactions. 

Fixes

APIs	Fixed: There was an API issue where products were not returning the Taxable Flag correctly.
APIs	Fixed: Iin Recurring Contracts, Total Price was saved wrongly when using the Contract Service API.
BMS-Calendar Integration	Fixed: There was an issue where export of calendar into ICS was shifted by one hour.
CRM	Fixed: There was limitation of characters in quotation Terms and Conditions textbox.
Custom Templates	Fixed: There was an issue with printing out Summary Time Totals, Product Charges and Time Notes (in Legacy PSA).
Finance	Fixed: The First Period of Yearly Recurring Contracts was adding cents.
Finance	Fixed: When generating an invoice in billing automation, the date format displayed was wrong.
Finance	Fixed: In Recurring Contracts, an invalid data error appeared while trying to update the effective date of an existing service while cloning contract.
Finance	Fixed: There was an error after converting a Service Quote into Recurring Service and Activating.
Finance	Fixed: Updating a recurring service and changing the effective date or the price without changing the units did not affect the selected period.
Finance	Fixed: While trying to generate an invoice, clicking Cancel on the pop-up and then trying to generate the invoice again created a duplicate invoice of the same.
Finance	Fixed: The Search in Billing Review for Recurring Services was not working while searching in German language.
General	Fixed: In Client Access Portal, incorrect password message was displayed in wrong language.
Inventory	Fixed: In Manage Products, columns "Manufacturer" and "Brand" were inverted.
BMS-IT Glue Integration	Fixed: In Related Items, the IT Glue widget did not show items after version 4.0.26.
Project Management	Fixed: Possibility of using HTML tags in task names.
BMS-RMM Integration	Fixed: Auto Closing of tickets in new VSA Integration when integration account was acting as a client.
Security	Fixed: The Reset Password option from the gateway page did not use the password templates.
Service Desk	Fixed: The created ticket status displayed at the bottom of ticket status drop-down.
Service Desk	Fixed: Sender email validation was removed.
Service Desk	Fixed: Primary assignee could be searched only by username.
Service Desk	Fixed: User received duplicate email after merging tickets with one contact person.
Timesheet	Fixed: Timeout issues emerged when user was trying to fill timesheet by clicking the calendar icon.
BMS-Xero Integration	Fixed: Xero did not support negative quantity but supported negative price.
BMS-Xero Integration	Fixed: While exporting invoices to Xero Australian version, there was failure with tax code none error.
BMS-Xero Integration	Fixed: In Xero Australian version, an error occurred while trying to export invoice containing sales tax item.

For BMS release notes beyond Dec 2019, see here.