The new TaskWise Alert Manager portal includes the following enhancements:

• Quickly and efficiently review TaskWise alerts information
• Access the Alert Portal including:
  • ​Alert Transactions
  • Alert Driver Files
  • Alert Schedules​
• Alert Transactions Tab are based operator's security to see specific alerts
• Please review the documentation for more information and details

SouthWare Notes are now available in ODBC.
(XD Notes are not available at this time.)
Please review the documentation for more information and details.

Users can now Export to EXCEL using FYI to export more than 65,536 rows.
EXCEL2007 and above will now create .xlsx files.

• If using EXCEL2003, the older .xls file is still created and limited to 65,536 rows.
• Technical Note: File format for Excel 2007 and above was changed to "Default" instead of "Normal".

You now have the option to add Travel Time hours as a Service Order line item if using Technician Time Tracking.

• The new page for the NL request is MTTECHTIMETRAV   
• Please review the documentation for more details

The Wire Transfer in AP now allows you to enter a wire transfer prepaid in the 'AP - Enter Bills' portal. The attached  documentation provides details on this new feature and how to best use it for you business.

A new field has been added to store the "Pay By Code" on invoices/credit memos.
This enhancement allows users to:

• Specify how a document should be paid for vendors
• Automatically choose invoices to pay when specifying an alternate pay code within the AP payment selection

Please review the documentation for more details on setup, specifying Pay By Code for documents, and using Pay By Code in payment processing.

The Technician Installer Portal now provides technicians a simpler way of doing installation work by using a phone (or tablet) browser to:
·         View scheduled install work
·         See what items are to be installed
·         Record when they start/stop work on a service order
·         Capture a customer signature
·         Update finish status for a service order (including entering notes if needed)
​
This portal is a subset of the SouthWare Mobile Tech portal and doesn’t allow any data entry except for signature and finish status/notes.  It is designed to be easily usable on the smaller screen of a phone.

When viewing SO History from the Remote Tech portal a new tab allows you to add or view Notes.  ​