Here's a breakdown of what's included in our April 2020 Release:
Using Fonts in Action ItemsIn Action Item popups, fields Description, Note and the popup for New Message now have font editors like in the email template in the Action Type Steps. When messages are sent to places that cannot properly handle HTML messages, those messages are converted into plain text.
Users now have the option to set View securities per Report per Role. In System > Roles you’ll see a second tab when you drill down on a Role, called “Reports”. That tab contains all reports which can be marked for view individually. The one exception is Custom Reports – checking View on one Custom Report will make them all visible and vice versa.
Statement Generation Logs
When you generate statements, the Action Item will now include a summary in the Action Item drilldown in the body of the step and as an attached Excel overview.
New Columns in Approve Invoices Screen
All tabs in Accounting > Approve Invoices have new columns Invoice Number and Account Number.
Action Center Invoice Approvals
The Approve and Decline buttons in the Action Center when you’re in an Invoice selection screen have been removed to prevent users from filling in info in the screen and then using those buttons to approve, causing the entered data to not be saved.
System Maintained Association Address Types
The system maintained Association Address Types are now protected against edits and deletes on the global level. These are Correspondence, Physical and Remittance.
Report Printing in Chrome
Printing reports from the Report Viewer now works correctly in Google Chrome.
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