Your DS|Manage360 site will be automatically updated to the latest version starting tonight at:
10:30 PM EST April 25, 2017. We expect this update may take up to an hour, during which time your site may be unavailable.
What's new:
We have completely rewritten our integration with QuickBooks from the ground up. The new accounting connector allows you to map your customers, your suppliers, and employees. Invoices you create in Manage360 will be sent over to QuickBooks under the customer, then under the job. We have big plans for this updated integration with QuickBooks.
There is quite a bit of training involved. If you would like to implement this updated integration with QuickBooks, let us know and we'll get you setup with an appointment with one of our implementation and training specialists. Email us at [email protected] or give us a call at 1-800-710-1900 x1.
What's been added, improved, and changed:
Refund invoices with negative totals can now be synced using the new Accounting Connector. They will appear in QuickBooks as Credit Memos. Refund invoices will be marked as paid in Manage360 when the credit memo is refunded or applied against an invoice.
When sending changes to QuickBooks to Manage360 (and vice versa), the Accounting Connector no longer times out after 60 seconds.
Timesheets can now have the route optimized via the Google Maps optimization service. This optimization action is available on the individual Timesheet pages via the Actions menu. In order for a Timesheet to be optimized it needs to be "In Progress" and have at least 2 unique valid addresses. The routes are all assumed to start and end at the company's primary address. This feature is available to those subscribed to the Maintenance Job Management module.
Showing Start/End times on a printed Route List is now optional. The first summary page now includes estimated completion time for different crew sizes, more room for notes, and an area to mark the work order complete.
Fixed a few scenarios where creating an estimate from an opportunity with an unassigned designer or estimator did not assign the current user when they had the relevant role.
For companies with periodic payments set up on maintenance contracts, you can now choose to display both the taxable and non-taxable portions of the payment amounts on the invoices rather than just invoicing one amount that is labelled exempt from taxes. Since this choice is typically due to tax laws for various states/provinces, you can choose to have this split shown or not by configuring the tax code itself. There will now be a new checkbox on the tax code screen (labelled "Show Amount on Periodic Payment Invoices") to turn this feature on or off for contracts containing items with that sales tax code. All existing tax codes have been set to off by default, so if you'd like to have the split shown on the invoices, you should check on this checkbox. Access this setting by going to Settings > Taxes and choosing the tax that you would like to appear on periodic invoices.
Special Note:
Some of the updates in this next release of DS|Manage360 are for clients who have added the Maintenance module. If you are interested in adding the Maintenance module, please contact one of our account managers 1.800.710.1900 x2 or [email protected].
