Vorex (v.4.0.30) - 29 February 2020

This release features a completely redesigned integration to QuickBooks Desktop. Also, building upon the invoice configuration capability that was included in v4.0.29, this release includes even more options to control how invoices appear.

Enhancements

QuickBooks Desktop Integration

  • The QuickBooks Desktop (QBD) integration experience has been completely redesigned and has also been upgraded to leverage the latest version of the QBD API for improved efficiency and stability. Enhancements include:
    • Greatly improved user experience.
    • Significant speed improvement when exporting invoices.
    • You can now define default account codes for services and inventory. In cases where account codes have not been specified in the Vorex 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.
    • See the new QuickBooks Desktop Integration Guide for further details.

NOTE  To use the new QBD connector, uninstall the existing QB Desktop connector, then download and install the new connector. (The download can be found under Home > Downloads.) The new connector is recommended going forward, and all future enhancements and fixes to the QBD integration will be made via the new connector. The old connector can still be used on an as-is basis, but it will be retired in the future.

QB-desc-integr-4.0.30.png

Invoice Configuration

  • A new option allows you to control what appears within the invoice line-item description. A flexible scheme allows you to combine text and data fields tailored to each billing type (see screenshot). The line-item descriptions will appear on the printed invoice, and will also be sent to your accounting system if you are using the QuickBooks or Xero integrations.

new-invoice-configuration-v-4.0.30.png

  • A new option allows you to configure the order in which line-items for the different billing types will appear on invoices. For example, you could specify that you want recurring service line-items to appear first, followed by labor hours, expenses, and so on.

new-invoice-configuration2-v-4.0.30.png

  • Additional control of the invoice line-item sort order is possible with a new option that allows you to control the order in which recurring services line-items will appear.

new-invoice-config3-v-4.0.30.png

Fixes

Database Performance Fixed: There was a missed index in SLA table. So, it resulted in timeout.
Workflow Fixed: When max idle limit on workflow fields was added, the workflow service stopped.
Translation Fixed: An issue with German translation was solved.
SSO Fixed: The SAML SSO was not working if the gateway URL was typed with capital 'G.'
Service Desk Fixed: The time on Print Ticket was not using the correct time zone.
Service Desk Fixed: There was lack of visibility of details in Vorex Knowledge Base.
Service Desk Fixed: The editing area was small while creating Vorex Knowledge Base article.
Service Desk

Fixed: There was random display of My Tickets in Service Desk module.
Vorex-QuickBooks Integration Fixed: There were issues importing child accounts with the same name but with different parent accounts.
Vorex-QuickBooks Online Integration Fixed: There was an unspecified error while exporting an invoice when Income and Expense accounts were not specified.
Vorex-QuickBooks Online Integration Fixed: Multiple emails in Billing Address were not exported with the invoice to QuickBooks.
Vorex-QuickBooks Online Integration Fixed: The Service Date still showed after exporting invoices into QuickBooks even after the Service Date was turned off in QuickBooks Settings.
Vorex-IT Glue Integration Fixed: The asset that was added was missing after two hours.
General Fixed: There was incorrect labeling of Open File button while editing an attachment.
Finance Fixed: The legacy Invoice Template broke if the ticket title had '&' character.
  Fixed: The child account was not aligned and the address was not displayed correctly in the Detailed Invoice template.
  Fixed: While setting up a yearly recurring agreement not based on the calendar year, the system showed two periods of the billing review instead of one record.
  Fixed: The job was running constantly every minute and sent an email to the user for each successful run during midnight billing automation.
CRM Fixed: An error was displayed while deactivating contacts.
API Fixed: While running an API query for an invoice, the ItemName fields were all null.