Made the following minor UI updates to the My Banking panel:
- Right-align the Amount on the Bank Feeds tiles.
- Amount always shows 2 decimal places on the Bank Feeds tiles.
- The message when there are no bank feeds registered has changed to "To register a bank feed, add an eligible account" with a hyperlink to How to set up your bank feeds.
- The 'In Progress' status of the Bank Feed tiles has changed to 'Downloaded' to be consistent with the status in the bank account card.
- Under 'My Accounts', the links to the bank account card has been updated so that if it is already clicked, clicking again will not open a new window.
GST accounting wording in Flash Assisted Setup
In the 'Wiise Flash Assisted Setup' under 'Accounting Details', updated the wording for the Accounting Method question to 'Which accounting method is used to calculate GST?' and updated the tooltip to refer to a link to the ATO website providing guidance for the user on which accounting method to select.
Display Client ID on Bank Account Card screen
Added a field on the Bank Account Card to show the Client ID used for bank feeds.
When creating a Vendor, make sure it is highlighted and easy to register the ABN details
When creating a Vendor, if ABN is not entered, a notification is displayed on the top header that it is blank. The user has the option to not show this notification again for this vendor. This notification only displays if it is a Domestic vendor.
Restore variables in EFT Message
Added the following substitution variables which can be added to the EFT Remittance Message field in EFT setup:
- #CompanyName - Current company name
- #CompanyEmail - Current company email
- #CompanyPhone - Current company phone number
- #Username - Currently logged in user's name
UDFs for dimensions
Developed the ability to have User Defined Fields (UDF) on the Dimension Value Table.
EFT error on export
With the update to Business Central v13.4, to generate an ABA file from the EFT Payment Journal, the 'BAL. ACCOUNT NO.' field is now required to be entered per line. The ability to only have the 'BAL. ACCOUNT NO.' entered for a bank account balancing line was reinstated.
EFT Setup page has the visible property is set to 'false' for the EFT Lodgement Ref. Length field
For any EFT Setup records with 0 in the 'EFT Lodgement Ref. Length' field, the EFT Lodgement Ref. Length will be defaulted to 18 for AU companies, 12 for NZ companies and 10 for any others.
COA - Current Year Retained Earnings "dot" missing in total account range
In the Wiise Chart of Accounts, added the missing dot between totalling accounts for Account No. 4740 'Current Year Earnings and Account No. 4799' Total Equity
Direct Cost Applied Account should be populated in General Posting Setup
The 'Direct Cost Applied Account' field for 'MISC' in Gen. Prod. Posting Group was empty which throws an error message. The 'Direct Cost Applied Account' field is now populated with GL Account 6270 - Overhead Applied for each 'MISC' General Product Posting Group.
Accrual Accounting not being setup when selected in Flash Assisted Setup
Applied a fix so that both Accrual and Cash accounting methods are being set up when the respective methods are selected in the Wiise Flash Assisted Setup.
Error stopping the creation of a PO in Job Planning Lines
An error is occurring when trying to enter a value to the 'Quantity to Transfer to Purchase Order' field when entering a Budget Line Type in Job Planning Lines. Applied the following fixes.
- The user is able to enter a value in 'Quantity to Transfer to Purchase' field that is less than or equal to 'Quantity'.
- The Create Purch. Order action copies the Vendor No., Item No. and Quantity into respective fields in a new purchase order.
GJNL-REC does not exist in the No. Series Table of the Recurring General Journal Batches
The 'GJNL-REC' No. Series was missing from the No. Series table and has now been added.
Gen. Prod. Posting Group = MISC not completely configured
Same Resolution on reported bugs fix as 'Direct Cost Applied Account should be populated in General Posting Setup'.
Simplify public/private keys are prepopulated for new companies
When Simplify is already setup for a company in a tenant, the same public and private keys are being pre-populated in the Simplify setup for new companies in that same tenant. Applied a fix so that it is not pre-populated for new companies.