Home
Products
About Us
   News
Contact
 

Treqso Website Release Notes

★ Look for 32 important changes.

Treqso Website 1.26.0

New Items

  • Another Homepage Control has been added that displays a list of the user's bookmarks. - Release Date: 6/2/2023
    • Accounting
  • Bank Reconciliation - a checkbox for "Show Previous Month Records Cleared in Current Month" has been added. When this is checked, any records that have been cleared in the selected transaction month will be included in the grid. - Release Date: 8/28/2023
  • ★ Added new Accounts generic reports. - Release Date: 3/24/2023
    • Admin
  • ★ Treqso will now integrate with Active Directory, allowing users to more easily login to the site. This feature can be turned on in the Parameters page (only the domain name is needed). Admins can also switch existing users from Treqso Authentication to Windows Authentication in Login Maintenance. Please consult with Spokane Computer as there are some manual steps that must be done to the website to enable this feature. - Release Date: 3/13/2023
    • Customer
  • ★ Added special "{Header}" group to customer custom codes so that the fields can be displayed above the panels with the other master information. - Release Date: 3/7/2023
    • Inventory
  • Import Part Inventory from External Text - The warehouse ID, reference number, and offset account default values can now be set in the final step before importing Part Inventory. - Release Date: 3/20/2023
  • ★ Added new Last Purchase Cost Variance setting to Inventory Parameters. For any part that is selected to use Last Purchase Cost to determine its Regular Cost, if the Last Purchase Cost is outside this variance in relation to Standard Cost, it will use the Standard Cost instead. The setting will only work if it is greater than zero. - Release Date: 3/12/2023
    • Labor
  • ★ Added special "{Header}" group to employee custom codes so that the fields can be displayed above the panels with the other master information. - Release Date: 3/7/2023
    • Manufacturing
  • Manufacturing Order Maintenance - The toolbar at the top of each order now has buttons to Reduce/Un-Reduce the entire manufacturing order. - Release Date: 4/4/2023
  • ★ Added special "{Header}" group to manufacturing custom codes so that the fields can be displayed above the panels with the other master information. - Release Date: 3/7/2023
    • Part
  • Part Standard Codes Maintenance - Adjust/Expense Reasons have been added as a standard code for Parts. Each reason will have an account associated with it for use in the Adjust/Expense Inventory page to set the Expense Account. - Release Date: 3/31/2023
  • Added "Update Part Comments from External Text File" menu item, allowing users to add/update part comments by batch. - Release Date: 3/14/2023
  • ★ Added special "{Header}" group to part & product code custom codes so that the fields can be displayed above the panels with the other master information. - Release Date: 3/7/2023
  • ★ Part Maintenance - A new setting, "Require Location to Reduce" has been added below the "Location Required" setting under the "Settings" grouping. This will prevent Sales Order Details from being reduced before the relevant inventory records have been selected from the "Pick Inventory" popup window. - Release Date: 2/24/2023
    • Payables
  • ★ The email subject and body used for generating remittances can now be customized in Parameters Maintenance. - Release Date: 3/13/2023
  • Added Serial Number column to the Select Receipts to Post grid in the Create Payables from Receipts page. - Release Date: 2/27/2023
    • Purchase Order
  • Added PO Printed field to Purchase Order Master views and generic reports. - Release Date: 3/24/2023
  • Added Primary Supplier ID selectivity field to Automatic Reordering. - Release Date: 3/14/2023
  • ★ The default email subject and body used for printing purchase orders can now be customized in Parameters Maintenance. - Release Date: 3/13/2023
  • ★ Added special "{Header}" group to purchase order & purchase order detail custom codes so that the fields can be displayed above the panels with the other master information. - Release Date: 3/7/2023
  • ★ Added Logs tab to Purchase Order Maintenance page. This allows users to view activity for the record. - Release Date: 3/6/2023
    • Quote
  • ★ Added special "{Header}" group to quote, quote detail, and model custom codes so that the fields can be displayed above the panels with the other master information. - Release Date: 3/7/2023
  • ★ Added Logs tab to Quote Maintenance page. This allows users to view activity for the record. - Release Date: 3/1/2023
    • Receivables
  • Added Invoice Balance and Invoice Status fields to the selectivity in the Print Invoices page. - Release Date: 3/30/2023
  • Added Invoice Date, Order Description, Days to Pay, and Discount Applied fields to the Receivables Payments generic reports. - Release Date: 3/30/2023
  • ★ The email subject and body used for generating customer statements can now be customized in Parameters Maintenance. - Release Date: 3/13/2023
  • ★ The default email subject and body used for generating invoices can now be customized in Parameters Maintenance. - Release Date: 3/13/2023
  • Added new Statement Print Sorting field to Receivables Parameter Maintenance which allows users to sort customer statements by Name, Number, or ID. - Release Date: 3/10/2023
    • Sales Order
  • Added Order Email Address and Order Phone Number fields to the Sales Order Master generic reports. - Release Date: 3/30/2023
  • Added ability to create &/or update vehicles with import Sales Order from External File. Vehicle certification and Sales Order Tracked fields can also be updated from a file now. - Release Date: 3/27/2023
  • Added Order Payments and Total Due fields to Sales Order Master views and generic reports. - Release Date: 3/24/2023
  • ★ The default email subject and body used for printing invoices can now be customized in Parameters Maintenance. - Release Date: 3/13/2023
  • Sales Order - Batch Processing, the ability to void sales orders in batches has been added. - Release Date: 3/13/2023
  • ★ Added special "{Header}" group to sales order & sales order detail custom codes so that the fields can be displayed above the panels with the other master information. - Release Date: 3/7/2023
  • ★ Added custom codes to Quick Order Maintenance. The Custom Codes Maintenance page has a new checkbox which will determine which codes will be available in quick orders. - Release Date: 3/7/2023
  • Add new rule to: Prevent ship available when un-paid order has Terms {Terms}. - Release Date: 3/7/2023
  • ★ Added Logs tab to Sales Order Maintenance page. This allows users to view activity for the record. - Release Date: 3/6/2023
  • ★ Added setting to Parameter Maintenance called "Sales Order Due Payment Action" which allows admins to determine what is required of a user if they leave a sales order that requires payment (meaning due days is zero for payment terms). This applies to both Sales Order Maintenance & Quick Order Maintenance. - Release Date: 3/6/2023
  • Added new rule to "Prevent printing Sales Order Template {Template Name} when un-paid order has Terms {Terms}". - Release Date: 3/3/2023
  • ★ Sales Order Maintenance - An "Update Costs/Prices" option has been added to the "Change" dropdown in the menu at the top of the page. Clicking this will open a popup window that allows the user to update Regular Price, List Price, Cost (Regular Cost and Regular Landed Cost), and Part Full Description (Sales Order Detail Description) for Sales Order Details. This will also update the selling price of each detail to match the functionality of the Sales Order Detail Maintenance page. - Release Date: 2/24/2023
    • Supplier
  • ★ Added special "{Header}" group to supplier custom codes so that the fields can be displayed above the panels with the other master information. - Release Date: 3/7/2023
    • System
  • ★ Added new Users generic reports. - Release Date: 3/24/2023
  • ★ Added Restriction field to Payment Terms & Shipping Methods in System Codes Maintenance page. This allows users to determine which terms and methods are customer and/or supplier facing. - Release Date: 2/10/2023
    • Vehicle
  • Added a vehicle rule to expand the requirement for unique Factory Order. The rule will only require that Year/Make/Model/Factory Order be unique (unless a valid VIN is specified). - Release Date: 3/8/2023

Fixed Items

  • Updating a user in the My Info/Preferences page caused an error relating to the Code/Description Preferences area. - Release Date: 3/2/2023
    • Quote
  • Closed Date was not manually being set when manually closing a quote in Quote Maintenance. - Release Date: 3/6/2023
    • Sales Order
  • The Add/Delete Detail for Many Orders page would stall if it tried to process a detail that was an unknown part. - Release Date: 3/24/2023
  • The GP Check Exempt field in Part Maintenance was being used to calculate gross profit when the Minimum Gross Profit Option was set to "Order Total". - Release Date: 3/20/2023

Changes

  • ★ My - Homepage Layout Maintenance - Widgets that have multiple options (Customer, Quote, Receivables Sales, Sales Order, Sales Rep, and Supplier) can now be duplicated and placed on the home screen dashboard. - Release Date: 2/14/2023
    • Accounting
  • Purchasing Account Reconciliation - Only records for the Current Fiscal Year (found in Accounting > Parameters) and anything after will be shown instead of all records. - Release Date: 9/19/2023
  • Account Group Maintenance - When updating an Account Group, if the Account Group is associated with any parts, it will open a confirmation window asking if the user wants to go forward with the change. - Release Date: 2/24/2023
    • Admin
  • Admin - > Login Maintenance, users can now select which Security Groups a Login is associated with inside of the Login Maintenance page. - Release Date: 3/13/2023
    • Customer
  • Changed "Closed" button to "Return To Finder" on Customer maintenance page. - Release Date: 3/2/2023
    • Inventory
  • ★ Greatly improved performance of the Close Month process. - Release Date: 4/13/2023
  • Part Inventory Maintenance - Default Offset Account is now set in Inventory Parameters. Inventory and Offset Accounts can only be changed when users have the proper permission for Part Inventory Maintenance. - Release Date: 3/31/2023
  • Inventory Parameter Maintenance - A Default Offset Account dropdown has been added to specify a default account for use in Part Inventory Maintenance. - Release Date: 3/31/2023
  • Adjust/Expense Inventory - The Expense Account will now be determined from the Adjust/Expense Reason. - Release Date: 3/31/2023
  • Changed "Closed" buttons to "Return To Finder" on Part Inventory & Warehouse Transfer maintenance pages. - Release Date: 3/3/2023
  • Part Inventory Maintenance - Inventory Account can now be changed when adding/updating a Part Inventory record. - Release Date: 2/24/2023
  • Adjust/Expense Inventory - Inventory account can now be changed when adjusting or expensing inventory. - Release Date: 2/24/2023
    • Labor
  • Changed "Closed" buttons to "Return To Finder" on Time Card, Time Code, Employee, Work Center, Work Type & Work Code maintenance pages. - Release Date: 3/3/2023
    • Manufacturing
  • Changed "Closed" buttons to "Return To Finder" on Manufacturing Order & Bill Of Materials maintenance pages. - Release Date: 3/3/2023
    • Part
  • Part Inventory Maintenance - The Inventory Account will now be prevented from matching the Offset Account when adding or updating part inventory records. - Release Date: 7/11/2023
  • ★ If a part is set to use Last Purchase Cost to determine its Regular Cost in Part Maintenance, and the Last Purchase Cost is zero, it will use the Standard Cost instead. - Release Date: 3/12/2023
  • Changed "Closed" button to "Return To Finder" on the Part maintenance page. - Release Date: 3/3/2023
  • Part Maintenance - When the "Account Group Override" checkbox is checked and the Account Group dropdown has been changed, a popup will appear after the "Update" button is clicked asking if the user wants to update all open/backordered Sales Order Details with that part number to the new Account Group. - Release Date: 2/24/2023
    • Payables
  • Changed "Closed" buttons to "Return To Finder" on Payables Invoice, Payment Type & Recurring Payments maintenance pages. - Release Date: 3/3/2023
    • Purchase Order
  • Added ability to map & import custom codes to "Import Purchase Orders from External Text File" & "Import Purchase Order Details from External Text File". - Release Date: 3/14/2023
  • Changed "Closed" button to "Return To Finder" on Purchase Order maintenance page. - Release Date: 3/3/2023
    • Quote
  • Added ability to map & import custom codes to "Import Quotes from External Text File" & "Import Quote Details from External Text File". - Release Date: 3/14/2023
  • When adding a part to a quote, the Description will be set to the part's Part Description if the Full Description is blank. - Release Date: 3/14/2023
  • Disable link to sales order in Quote Maintenance if user doesn't have access to Sales Order Maintenance. - Release Date: 3/7/2023
  • Changed "Closed" button to "Return To Finder" on Quote maintenance page. - Release Date: 3/3/2023
  • Labor Estimates will now always be created when exporting a quote to a sales order in Quote Maintenance. Previously the estimates were not added if the Create Sales Order Detail For Labor setting in Quote Parameter Maintenance was turned off. - Release Date: 2/27/2023
    • Receivables
  • Receivables Payment Maintenance - A dropdown list for "Discount Account" has been added. Only accounts with a discount class will be shown, and the default value is obtained from Receivables Parameter Maintenance. Whenever a discount is applied it will use the selected account. - Release Date: 11/17/2023
  • Receivables Payment Maintenance - Added ability to write off payments where the payment amount exceeds its intended invoices. This will allow users to write off the excess payment amount to a different credit account directly from Receivables Payment Maintenance. - Release Date: 8/30/2023
  • ★ Improved performance of generating service charges, customer statements, customer history, and closing invoices in Month End Processing. Notification of skipped customers will no longer be shown when generating statements and neither will the log of closed invoices. - Release Date: 3/10/2023
  • Changed "Closed" buttons to "Return To Finder" on Receivables Invoice, Other Transactions, Receivables Payment & Recurring Invoice maintenance pages. - Release Date: 3/3/2023
  • Modify/Run Reports -> Sales Analysis - These reports have been altered to handle fiscal years that do not start in January. - Release Date: 2/24/2023
    • Sales Order
  • Action Report - Functionality for filtering which Recommended Actions are shown in the report has now been added. - Release Date: 10/3/2023
  • Batch Processing - A new option has been added to de-commit parts from sales orders. - Release Date: 6/6/2023
  • Added "Delete Backorders" button to allow multiple backorder deletions at once. - Release Date: 6/6/2023
  • Add/Delete Detail for Many Orders - Sales Orders to modify can now be selected using a range or list. A dropdown has been added to set all options at the same time. - Release Date: 6/2/2023
  • Order Taker is now an editable field in Quick Order Maintenance. - Release Date: 3/27/2023
  • Added ability to map & import custom codes to "Import Sales Orders from External Text File" & "Import Sales Order Details from External Text File". - Release Date: 3/14/2023
  • The "No Price on Detail After Set Prices" cannot be turned on if the "Minimum Gross Profit Option" is set to Line Item. - Release Date: 3/14/2023
  • Changed "Closed" buttons to "Return To Finder" on Sales Order, Quick Order & Cash Contacts maintenance pages. - Release Date: 3/3/2023
  • Changing the Set Prices Default - Use Actual Costs setting in Sales Order Parameter Maintenance will update the checkbox in the Set Prices dialog of Sales Order Maintenance for all open orders. - Release Date: 3/1/2023
  • The Commit & De-Commit actions in Sales Order Maintenance now have their own permissions (originally included the "Modify" permission). - Release Date: 2/23/2023
  • ★ Added Copy Order button to toolbar on Quick Order page. - Release Date: 2/13/2023
    • Supplier
  • Changed "Closed" button to "Return To Finder" on Supplier maintenance page. - Release Date: 3/3/2023
    • System
  • Printer trays will now be determined at the time the printer is added or modified in Printer Maintenance. Previously this was done at the time of printing. The change will improve performance for most printers. - Release Date: 2/28/2023
    • Vehicle
  • ★ Factory Order is no longer required to be unique if a unique VIN has already been specified. - Release Date: 3/8/2023
  • Updated vehicle attribute fields to accommodate new 40 character lengths on Vehicle Maintenance page. - Release Date: 3/7/2023
  • Changed "Closed" button to "Return To Finder" on Vehicle maintenance page. - Release Date: 3/3/2023

Obsolete

    Payables
  • ★ The Tax Payable, Freight Payable, and Misc. Charge Credit Account fields have been removed from the Purchasing to Payables Parameters Maintenance & Create Payables from Receipts pages. Having these fields be set to an account other than the Payables Account could lead to reconciliation issues. - Release Date: 3/14/2023

Call to Action

Let us get to know your business to determine which products will work best for your unique needs.

Contact Us

©2024 Spokane Computer Inc. - All Rights Reserved  legal Website Design by [Rainmaker]