Pro Cloud Release Notes - Design Manager https://designmanager.com/release-notes-category/pro-cloud-release-notes/ The #1 Software for Interior Designers Fri, 29 Oct 2021 16:35:36 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 v547 Released 11/2/21 https://designmanager.com/release-notes/v547-released-11-2-21/ Wed, 27 Oct 2021 17:04:40 +0000 https://designmanager.com/?post_type=release-notes&p=6623 New Taxable default on Time Activities Time Activity tax settings can override the Project Setting Non-Billable default on Time Activities A default list of Time Activities will be included for new companies Employees with Employee Codes will automatically be created in the Employee Glossary for all new users added and will be associated with that […]

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New
  • Taxable default on Time Activities
    • Time Activity tax settings can override the Project Setting
  • Non-Billable default on Time Activities
  • A default list of Time Activities will be included for new companies
  • Employees with Employee Codes will automatically be created in the Employee Glossary for all new users added and will be associated with that user license for quicker time entry
  • Quick Add Time Button – takes user right to a new time entry window with employee code already associated for faster time entry

Fixes/Updates

  • Fixed: Switching projects no longer changed time billing tier correctly.
  • Fixed: Change time default checkbox for only un-invoiced items to be required if create new monthly time buckets is selected.
  • Fixed: Error Message on editing an inventory adjustment with an inactive warehouse.
  • Fixed: Request for bid documents with vendor not filled in on all drop down fields.
  • Fixed: Deleting a time entry that is the only component on the item leaves the item and the component with no linking time entry.
  • Fixed: Security settings on favorite reports section.
  • Fixed: An inactive sales tax code can be assigned to a project.

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v545 Released 7/27/21 https://designmanager.com/release-notes/v545-released-7-27-21/ Mon, 26 Jul 2021 19:35:04 +0000 https://designmanager.com/?post_type=release-notes&p=6598 New The proposal creation workflow now prompts viewing and sharing rather than downloading PDFs. Document link and context menus changed to promote portal viewing and sharing. Pass through Stripe processing fees to the client by payment method. (Credit Card or ACH) A professional email template for Proposals and Invoices that includes document details. This new […]

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New
  • The proposal creation workflow now prompts viewing and sharing rather than downloading PDFs.
  • Document link and context menus changed to promote portal viewing and sharing.
  • Pass through Stripe processing fees to the client by payment method. (Credit Card or ACH)
  • A professional email template for Proposals and Invoices that includes document details.
    • This new email template will now show the message of the email body prior to sending so you can make changes to wording. (note: this applies to single projects only, not review/send.)

Fixes/Updates

  • Toolbar has been updated to hide less used Project Glossaries & Lists.
  • Stripe Payment options on the portal show as greyed out with note to contact designer for payment options when only check or CC options are selected; also a best choice pill is on ACH.

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v543 Released 5/13/21 https://designmanager.com/release-notes/v543-released-5-13-21/ Thu, 13 May 2021 21:16:44 +0000 https://designmanager.com/?post_type=release-notes&p=6574 New Web Browser Link Project Purchase Orders, Work Orders and Delivery Tickets Creation of and reprint of a PO, WO or Delivery Ticket will no longer have a printer option and will instead go straight to the browser as a PDF for printing and downloading. Email will include both the pdf of the PO and […]

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New
  • Web Browser Link Project Purchase Orders, Work Orders and Delivery Tickets
    • Creation of and reprint of a PO, WO or Delivery Ticket will no longer have a printer option and will instead go straight to the browser as a PDF for printing and downloading.
    • Email will include both the pdf of the PO and the url to open in the browser

Fixes/Updates

  • Paid Stamp on client invoices resolved (this pertains to issues with Time invoices, and other rounding issues concerning the paid stamp image file).  NOTE: a new text format paid stamp will replace the old image.
  • The text of the credit amount shown on the credit invoice window should appear with the amount of the credit.
  • Reprinting a POS credit invoice is fixed to select the proper invoice style.
  • Capital One bank will, once again, be able to connect via Plaid to make payments; and any future banks (ie: Chase) requiring this new authorization.
  • “Penny rounding” error causing payment to not post in Pro Cloud has been fixed.
  • Added the designer signature line on residential and commercial proposal with deposits styles.

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v541 Released 2/23/21 https://designmanager.com/release-notes/v541-released-2-23-21/ Thu, 25 Feb 2021 03:18:11 +0000 https://designmanager.com/?post_type=release-notes&p=6558 New DM Online Payments: Online Retainers Added Designers can now send Project Retainer Requests and receive payment via CC or ACH. Fixes/Updates Fixed: Name of file download for a document or report was defaulting to download. Fixed: ACH Error dealing with null accounts. Fixed: Word ‘here’ was appearing on the Project Time Analysis report in […]

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New

DM Online Payments: Online Retainers Added

    • Designers can now send Project Retainer Requests and receive payment via CC or ACH.

Fixes/Updates

  • Fixed: Name of file download for a document or report was defaulting to download.
  • Fixed: ACH Error dealing with null accounts.
  • Fixed: Word ‘here’ was appearing on the Project Time Analysis report in the header.
  • DM Favicon added to DM Online Payments.

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v540 Released 1/19/21 https://designmanager.com/release-notes/v540-released-1-19-21/ Thu, 25 Feb 2021 02:56:58 +0000 https://designmanager.com/?post_type=release-notes&p=6557 New DM Online Payments: Stripe Payout Automation DM puts new payments/cash receipts/deposits into the DM undeposited funds account, then moves the deposit to the DM checkbook once Stripe actually processes the payout. Automated email is now sent to the designer when their client tries to pay via ACH and their Stripe account is not yet […]

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New

DM Online Payments: Stripe Payout Automation

    • DM puts new payments/cash receipts/deposits into the DM undeposited funds account, then moves the deposit to the DM checkbook once Stripe actually processes the payout.
    • Automated email is now sent to the designer when their client tries to pay via ACH and their Stripe account is not yet set up to allow ACH payments.

Fixes/Updates

  • Connect to Stripe added to top menu bar of Account Management Portal.
  • Account Management Portal Role Menu updated to include verbiage on how vendors cannot be added if Designer Role is selected
  • Fixed: Long Vendor Email caused Inventory PO not to process.

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v539 Released 11/9/20 https://designmanager.com/release-notes/v539-released-11-9-20/ Fri, 13 Nov 2020 20:33:31 +0000 https://designmanager.com/?post_type=release-notes&p=6526 New DM Online Payments: New designs and enhanced mobile designs for client interface 1099 – NEC forms added Fixes/Updates Delivered Date not appearing properly on Project Status Report – Full Detail Version Change Review/Send banner to be a notification on Review/Send button Remove the check to Send Later for convenience fee invoices for Stripe charges […]

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New
  • DM Online Payments: New designs and enhanced mobile designs for client interface
  • 1099 – NEC forms added

Fixes/Updates

  • Delivered Date not appearing properly on Project Status Report – Full Detail Version
  • Change Review/Send banner to be a notification on Review/Send button
  • Remove the check to Send Later for convenience fee invoices for Stripe charges
  • Exporting Proposals Grid on Proposals and Documents Window does not include all columns
  • Ex-employees still get task notifications when creating a task for “everyone”
  • Long Vendor Email causes Inventory PO’s not to process
  • Aged A/R report can get invalid date error when exporting to Excel
  • When no deposit was applied to an invoice, the Client Statements do not show Items (when Show Items option is selected)
  • Clicking the Inactive check Column on the Proposals Window asks to mark the Proposal Complete (instead of inactive)

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v538 Released 9/29/20 https://designmanager.com/release-notes/v538-released-9-29-20/ Tue, 29 Sep 2020 19:59:11 +0000 https://designmanager.com/?post_type=release-notes&p=6476 New Stripe Integration Accepting ACH or bank transfers Ability to pass through the processing fees automatically to your clients Process refunds through Stripe using the returns and credits system Fixes/Updates Improved multi-page PDF Proposal/Invoice display on mobile devices Changed Pro Cloud database for new customers to have sales category for fees pre-populated in company settings […]

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New

Stripe Integration

  • Accepting ACH or bank transfers
  • Ability to pass through the processing fees automatically to your clients
  • Process refunds through Stripe using the returns and credits system

Fixes/Updates

  • Improved multi-page PDF Proposal/Invoice display on mobile devices
  • Changed Pro Cloud database for new customers to have sales category for fees pre-populated in company settings
  • Updated TOS in product
  • Fixed: Stripe payments less than $5

Deprecated Features

What will no longer be included in Pro Cloud in order to modernize and enhance user experience…

  • Pop-up credit card window when only Stripe connected and manually adding a cash receipt

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v537 Released 8/11/20 https://designmanager.com/release-notes/v537-released-8-11-20/ Mon, 28 Sep 2020 20:14:10 +0000 https://designmanager.com/?post_type=release-notes&p=6478 New Accepting Credit Card Payments through Stripe – Click Here to Setup a Stripe Account Fixes/Updates Fixed: Payment status emails with multiple email addresses not going through Fixed: Modern Proposal cuts off with long ‘check’ information and totals cutting off when in millions Deprecated Features None

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New

Fixes/Updates

  • Fixed: Payment status emails with multiple email addresses not going through
  • Fixed: Modern Proposal cuts off with long ‘check’ information and totals cutting off when in millions

Deprecated Features

None

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v536 Released 7/21/20 https://designmanager.com/release-notes/v536-released-7-21-20/ Sat, 26 Sep 2020 20:11:08 +0000 https://designmanager.com/?post_type=release-notes&p=6477 New Stripe Onboarding Released – Click Here to Setup a Stripe Account Fixes/Updates Fixed: Error message when printing Spec Search Fixed: Deposits showing improperly or not showing on certain Proposal formats Deprecated Features What will no longer be included in Pro Cloud in order to modernize and enhance user experience… Toolbar Customization Look and Feel […]

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New

Fixes/Updates

  • Fixed: Error message when printing Spec Search
  • Fixed: Deposits showing improperly or not showing on certain Proposal formats

Deprecated Features

What will no longer be included in Pro Cloud in order to modernize and enhance user experience…

  • Toolbar Customization
  • Look and Feel Customization or User Setting – Themes
  • QuickQuote button

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v535 Released 6/15/20 https://designmanager.com/release-notes/v535-released-6-15-20/ Tue, 16 Jun 2020 01:57:46 +0000 https://designmanager.com/?post_type=release-notes&p=6394 New Streamlined Client Documents: Proposals and Invoices Documents will open in a browser as a pdf file and can be shared as a url  Send button has been brought to the main document window Added the ability to send multiple documents at one time  Review and Send Feature where Proposals and invoices will appear on […]

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New

Streamlined Client Documents: Proposals and Invoices

  • Documents will open in a browser as a pdf file and can be shared as a url 
  • Send button has been brought to the main document window
  • Added the ability to send multiple documents at one time 
  • Review and Send Feature where Proposals and invoices will appear on the review and send window so you can send them all at once instead of one by one
  • Send Status – see who sent the document and when they sent it
  • Updating documents has been enhanced by an update button, tag column and right click menu for faster navigation
  • Simplified proposal creation with removal of accept or reject step
  • Proposal History – ability to see proposal changes through a history of revisions

Simplified payments

  • All customer emails now include payment links to pay Proposals and Invoices
  • Added an easy-to-use payment page with no client login required
  • Payment status emails will be sent to notify DM users when clients have made payment
  • Need TSYS account to process payments currently, but in 6-8 weeks we will have another release that will include an integration with Stripe to process payments

Fixes/Updates

  • Fixed: Error message on Inventory Tear Sheet export
  • Fixed: Error message on Proposal Window when sorting and searching
  • Fixed: Error message when searching by PO on the Vendor Invoices Window
  • Fixed: Show tagged only option not working on layout of Client Invoices
  • Fixed: Project Summary version of Project/Order Status Report

Deprecated Features

What will no longer be included in Pro Cloud in order to modernize and enhance user experience…

  • ClientConnect portal, document viewing, and lead collecting
  • Document Reprint button replaced with PDF link on document number
  • Update proposal setting; now added as a right-click, “update” option on the proposal window
  • Letterhead printing on proposals

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