Enhancements
Week's Highlight:
Inventory Movements in Locked Dates: Any operation involving inventory movements (for fuel and non-fuel items as well) that fall within an Accounting Locked date will not be created. Users must change the invoice/operation date or remove the locked date.
What areas does this new functionality affect?
Adding new fuel farm and refuelers operations (except for top off/transfers/recirculation which do not move inventory) *
Removing or editing existing operations within the locked dates
Linking/unlinking fuel operations to invoices or fuel loads to Payable bills
Creating invoices for an operation within a locked date
Changing Fuel Lot owner
Import operation (file import tool): operations will be listed under 'Errors' if their date is locked.
*Validation for inventory movements in locked dates applies the same way when creating operations from SinglePoint
Accounting/Invoicing/Accounting Hub
Quarterly interval added to Recurring Invoice setup: This is for invoices that should generate every 3 months.
New invoice print setting: FBO Profile > Invoice Print > AHT invoice ID
this is for FBOs with AHT as a processor only; the AHT invoice ID is found already inside the batch history. FBOs that also wish the AHT ID to show on the invoice receipt payment information can use this new setting.
Invoice PDF should reflect the same line-item order in which they are added onto the invoice.
Inventory> General> Inventory movements will now list original sale and all refunds (quantity returns) made.
Refund invoices now reflect in all Sales reports
Enhancements for breaks and overlaps report
Accounting Hub: Invoice processed with check or wire should not create CASH RECEIPT entry, just the invoice entry.
X-1 Portal: When creating a portal, enable an option that allows the user currently logged into X1 to log into the portal system.
Access company portal from Customer profile > X-1 Portal tab. This ability is tied to user role permissions (look for the role claim 'AccessPortal')
Tip of the Week:
Quick Quote: Until the date of this article, the quick quote functionality had a restriction on the number of services/products that can be listed as default. With this update, we have removed this restriction, therefore, all items marked to show as default on QQ will be listed with no limit on the number.
Stuff that was Buggin'
Accounting hub: Recurring with autopay not generating the Credit Card payment movement (only for FBOs set up to generate card payment movements)
Accounting hub: Error for missing GL account when item does have its income account.
Void invoice is not returning the inventory quantity for non-fuel stockable items
Invoices able to be moved to Ready status with $0 amounts
Fuel transfer between FBOs: truck balances not matching in SinglePoint