Accounts Payable
Improvement
[AP-164] - Starting Number auto-correct
[AP-262] - Print button is disabled
[AP-264] - Check Register: No data to display
[AP-307] - Payment does not update if transactions were not manually selected
[AP-308] - Console error prompts when posting 2 or more payables on multi vendor screen
[AP-309] - Selected Bank Account and Payment Method is removed
[AP-310] - Cannot print check via Pay Bills (Multi-Vendor)
[AP-311] - Print button is disabled when opening existing pay bill with Check method
New Feature
[AP-4] - AP Reports/Inquiry - Check History Payment Detail
[AP-7] - AP Reports/Inquiry - Cash Requirements report
[AP-13] - AP Reports/Inquiry - Invoice by General Ledger
[AP-16] - AP Reports/Inquiry - Reconcile AP to GL
[AP-22] - AP Reports/Inquiry - Check register
[AP-24] - AP Reports/Inquiry - Tax Remittance List
[AP-26] - AP Reports/Inquiry - Vendor History report
[AP-292] - AP Terms Import
Accounts Receivable
** Epic
* [AR-36] - Customer Maintenance - Setup Tab
Improvement
[AR-63] - Implement COM-99 on AR screens
[AR-108] - AR - i21 Help launched from Help button
[AR-117] - Add a Search button on Customer Groups screen
[AR-161] - Add a Total footer field on Customer Split screen
New Feature
[AR-25] - Customer Maintenance - Detail Tab
[AR-26] - Customer Maintenance - Location Tab
[AR-27] - Customer Maintenance - Contacts Tab
[AR-28] - Customer Maintenance - Notes Tab
[AR-29] - Customer Maintenance - History Tab
[AR-31] - Customer Maintenance - Attachment Tab
[AR-32] - Customer Maintenance - Message Tab
[AR-37] - Customer Maintenance - Setup Tab - Splits Tab
[AR-38] - Customer Maintenance - Setup Tab - Pricing tab
[AR-39] - Customer Maintenance - Setup Tab - Grain tab
[AR-40] - Customer Maintenance - Setup Tab - Agrimine Cross Reference Tab
[AR-41] - Customer Maintenance - Setup Tab - Patronage Tab
[AR-43] - Customer Maintenance - Setup Tab - Farm maintenance Tab
[AR-44] - Customer Maintenance - Setup Tab - EFT Information
[AR-52] - Add screen to maintain Market Zones
[AR-54] - Add category pricing maintenance
[AR-55] - Transports - Customer Freight X-Ref
[AR-56] - Transports - Customer Quote X-Ref Grid
[AR-57] - Additional Setup -> Commission Rates tab
[AR-58] - Additional Setup -> Buyback tab
[AR-59] - Additional Setup -> Contracts tab
[AR-60] - Additional Setup -> Field X-Ref -> Buyback - Customer Group X-Ref
[AR-61] - Additional Setup -> Field X-Ref -> Key Lock X-Ref (Metered Billing)
[AR-62] - Customer Groups
[AR-65] - Service Charge Maintenance
[AR-66] - Account status maintenance
[AR-69] - Statement Footer Message
[AR-71] - Salesperson
[AR-72] - Territory
Task
[AR-170] - Timezone data should be reusable.
Cash Management
Improvement
[CM-67] - Bank Transactions Restrictions
[CM-79] - Adding entity record (payor) on the fly
[CM-127] - Add two additional fields - immediate orign and immediate destination
[CM-208] - Implement COM-99 on CM screens
[CM-235] - Starting Number auto-correct
[CM-251] - CM - i21 Help launched from Help button
[CM-253] - After reconciliation report prints, the Bank Reconciliation does not disappear
[CM-258] - Add an Attachment on Bank Reconciliation
New Feature
[CM-15] - CM Transactions - Bank Deposits
[CM-24] - Drill-down on transactions on Bank Recon grids.
[CM-26] - Bank Account Register: Grid filter feature
[CM-32] - Bank Deposit - Detail grid filter feature
[CM-38] - Bank Transaction: Detail grid filter feature
[CM-44] - Misc Checks: Detail grid filter feature
[CM-54] - Drill-down to the transaction screens from Bank Register screen.
[CM-243] - Allow just typing the Payor in.
Technical task
[CM-210] - Create an event or callback when GCE is changing the status bar label.
Customer Portal
New Feature
[CP-53] - Customer Portal Preference
Dashboard
Improvement
[IG-195] - Color schemes for Chart Style Panels
[IG-293] - Tooltip when mouse hovering on checkboxes of Options
[IG-295] - Panel Layout: Display only the unselected panels on the dropdown column
[IG-300] - Options: Pivot Grid Column Settings
[IG-307] - Filtering feature on Pivot Grid panels
[IG-309] - Hide or remove the drag and drop fields on the printed pivot grid panels
[IG-368] - Warning icon is displaying even the Client API installed is latest already.
[IG-464] - Default Options
[IG-470] - A way to save the new Dashboard layout after drag-drop of panel
[IG-477] - Remove the Add button on Filter Editor screen
[IG-478] - Apply 'Enable Column Sorting' feature to pivot panel
[IG-479] - Apply the 'Enable Column Moving' feature to pivot grid
[IG-487] - A way to select the Tab Name in Panel Layout screen
[IG-493] - Records in the panel did not remain searched/filtered after Refresh
[IG-502] - Display proper format with comma on negative numbers
New Feature
[IG-494] - Dashboard security permission
[IG-514] - Canned Canned Panel Management
Task
[IG-421] - Canned Panel Updating issue
[IG-465] - Overhaul Grid’s Summary Footer.
[IG-472] - Remove print all and Export all in the dashboard option
[IG-509] - Code Cleaning
[IG-537] - Script out the latest canned panel list
[IG-587] - Code Cleaning
[IG-589] - needed for updating mzPivotGrid to version 3.1.0
FRD
Bug
[FRD-54] - Date is changed after saving if client-pc time zone is different from the server
Improvement
[FRD-155] - Column Type = GL Trend needs Budget
[FRD-162] - FRD - i21 Help launched from Help button
Legacy Requirement
[FRD-176] - Add "Primary" and "Segment" as option in "Account" column of Filter Accounts
Task
[FRD-142] - Implement GCE
General Ledger
Improvement
[FIN-631] - Improve Journal Entry screen to keyboard friendly.
[FIN-842] - Implement COM-99 on Financial screens
[FIN-882] - GL - i21 Help launched from Help button
[FIN-945] - Improve importing of CSV and loading its of General Journal if line items records
New Feature
[FIN-691] - Import the complete chart of accounts one time from origin
[FIN-692] - Validation of primary account length
Task
[FIN-855] - Change case "ID" to "Id" and Rename Table/SP/View
[FIN-870] - Change case "ID" to "Id" for Controller, Mode, Store, View (sencha)
[FIN-871] - Create Field Rename scripts
[FIN-901] - Added GL DataFix script at DB Post Deployment
Global
** Epic
* [COM-88] - Database object standards implementation
* [COM-100] - Grid on posted transaction or read-only records should not have a blank new row
* [COM-106] - Starting Number auto correct
Improvement
[COM-14] - Eliminate batches from the system
[COM-35] - Export is not working
[COM-114] - Able to filter full text in local query mode
[COM-123] - Disregard readonly controls
[COM-144] - Use google maps query string not google API for maps
[COM-145] - When Invalid field is in a tab, mark the tab as invalid as well
[COM-151] - Performance Fixes (First Part)
[COM-160] - Add moment.js as one of i21's javascript external libraries.
New Feature
[COM-75] - Required Fields
[COM-99] - Ability to turn-off grid's new bank line.
[COM-108] - Custom Fields
** Task
* [COM-96] - Handle scenario of multiple companies on coctlmst on LoadModules.sql
* [COM-101] - Request URL is too long
* [COM-103] - Add validation for form fields.
* [COM-107] - Attachment Component
* [COM-109] - Ability to delete record/s using where clause (server side)
* [COM-110] - Able to open/navigate records when having too many records to open from Seach screen
* [COM-111] - Create Simplify approach of using Stored Procedure at server side
* [COM-115] - Numeric field value should select text/value on focus by default (moneynumber.js)
* [COM-117] - Default New Row
* [COM-163] - Make add photo a global component for reusability purposes
Help Desk
Improvement
[HD-45] - Enlarge the Subject field to include more data
New Feature
[HD-1] - Ticket screen
[HD-2] - Customer Portal Menu
[HD-3] - Ticket - Details
[HD-4] - Ticket - Attachments
[HD-5] - Ticket - Hours Worked
[HD-6] - Ticket - Notes
[HD-7] - Ticket - History
[HD-8] - Ticket - WYSIWYG Editor
[HD-9] - Watch Ticket
[HD-10] - Help Desk - Products
[HD-11] - Ticket Groups
[HD-12] - Ticket Types
[HD-13] - Ticket Statuses
[HD-14] - Ticket Priorities
[HD-15] - Help Desk Settings
[HD-16] - Email Setup
[HD-17] - Create the i21 Help Desk menu items
[HD-18] - Assign Ticket
[HD-20] - Ticket Job Codes
Report Manager
Improvement
[RPT-390] - Handle ACU4GL SQL
[RPT-392] - Report Viewer After Printing
New Feature
[RPT-10] - Field Selection screen (not the actual implementation on printing)
[RPT-365] - Other options are not unchecked when List Totals Only option is checked
** Task
* [RPT-398] - Several Clicks When Printing a Call Entry and Label
System Manager
Bug
* [SM-945] - Double clicking Origin Folder in User's menu panel throws an error
* [SM-950] - Cannot Migrate menus in Repowell 99
* [SM-952] - User Role in Repowell did not apply the setup saved
** Epic
* [SM-793] - Fault trap for 0 starting number
* [SM-851] - i21 Help launched from Help button
Improvement
[SM-301] - User Security - Maximum Origin Screens Allowed
[SM-735] - Return the intCurrencyID value on defaultCurrency function.
[SM-802] - Add a Collapse All button to the i21 tree menu
[SM-820] - Added Ticket Number field to the Starting Number screen
[SM-821] - AP needs to set a default country in vendor screen which is a setup in company preference..
[SM-826] - Additional Menu for Customer Portal
[SM-837] - Help Desk Menu
[SM-852] - SM - i21 Help launched from Help button
[SM-854] - Log into the software via i21 takes a while to load
[SM-862] - Allow ZipCode, Payment Method, Ship Via, Terms screens be available for everyone
[SM-914] - Admin and User Role for demo purposes
Install
* [SM-974] - Remove All References to ACU 9.1.2
New Feature
[SM-317] - C-Store and Petrolac Menus for Powell
[SM-741] - Add Screen Permissions to the User Security and User Roles screens based on how VisionCore's Form Permissions work.
[SM-742] - Add Control Permissions to the User Security and User Roles screens based on how VisionCore's Control Permissions work.
[SM-744] - Add Report Permissions to the User Security and User Roles screens based on how VisionCore's Report Permissions work.
[SM-745] - Add Financial Report Permissions to the User Security and User Roles screens based on how VisionCore's Financial Report Permissions work.
[SM-808] - EULA Validation for users entering i21
[SM-828] - Service to pull License Key information of Customers
[SM-835] - Forgot Login
[SM-838] - Company Locations
[SM-843] - User Default Location
[SM-857] - Implement/Activate Help button on toolbar
[SM-916] - Make a function that will return store of State
** Programming
* [SM-957] - Cleanup Web Config
** Task
* [SM-641] - Change the menu backend (database) from JSON field to relational table model
* [SM-844] - Centralize JS and SP function to return default location
* [SM-867] - Default Zip Codes Data, Countries and Currencies to populate on new installs
* [SM-926] - Rename AP reports menu
* [SM-965] - Hide Override password button on 14.2
* [SM-971] - needed for updating mzPivotGrid to version 3.1.0
** Sub-task
* [SM-809] - Help for GL on iNet
* [SM-810] - Help for TM on iNet
* [SM-812] - Help for SM on iNet
* [SM-813] - Help for AP
* [SM-814] - Help for CM
* [SM-815] - Help for CP
* [SM-816] - Help for RM
* [SM-817] - Help for AR
* [SM-818] - Help for Help Desk
* [SM-847] - Help for IG (Dashboard)
Tank Management
Bug
[TM-262] - Missed Julian Calendar Should not Renew
[TM-575] - Call Entry Does Not Get Contract Price
[TM-576] - Save Message in Clock Reading
Improvement
[TM-216] - On Hold Reason to Log in Event History
[TM-391] - From Julian Calendar to Other Fill Method
[TM-460] - Direct printing of Call Entry report
[TM-659] - Move up the data when On Hold Reason is not displayed
New Feature
[TM-141] - Performance Improvement of the Export Tool
[TM-185] - Single Rule to Override All Other Rules
[TM-477] - Next Julian Dates Should Auto Renew After Synchronization Process
[TM-579] - Future and Balance Field in TM Site
Task
* [TM-580] - Default Data Values for Tank Management
Overview
Content Tools