https://www.high5software.com//mediawiki/index.php?action=history&feed=atom&title=SME_8_Features 2026-05-06T05:19:01Z Revision history for this page on the wiki MediaWiki 1.35.11 https://www.high5software.com//mediawiki/index.php?title=SME_8_Features&diff=4608&oldid=prev 2014-01-25T18:07:46Z

<p></p> <table class="diff diff-contentalign-left diff-editfont-monospace" data-mw="interface"> <col class="diff-marker" /> <col class="diff-content" /> <col class="diff-marker" /> <col class="diff-content" /> <tr class="diff-title" lang="en"> <td colspan="2" style="background-color: #fff; color: #202122; text-align: center;">← Older revision</td> <td colspan="2" style="background-color: #fff; color: #202122; text-align: center;">Revision as of 18:07, 25 January 2014</td> </tr><tr><td colspan="2" class="diff-lineno" id="mw-diff-left-l1" >Line 1:</td> <td colspan="2" class="diff-lineno">Line 1:</td></tr> <tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>==Open Issues from Beta:==</div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>==Open Issues from Beta:==</div></td></tr> <tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins style="font-weight: bold; text-decoration: none;"># Some customers have reported that common services, service request and performed did not fully convert with all the formatting.  Although SME8 has a conversion tool to convert all this information from RTF to HTML, in some cases it&#039;s not converting and retaining the formatting.  At this point we believe the RTF has some bad data preventing the conversion.</ins></div></td></tr> <tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div># Formatting with indented bulleting not working.</div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div># Formatting with indented bulleting not working.</div></td></tr> <tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div># Extra spaces in formatting or upon print</div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div># Extra spaces in formatting or upon print</div></td></tr> </table>

Marks https://www.high5software.com//mediawiki/index.php?title=SME_8_Features&diff=4531&oldid=prev 2013-12-19T18:36:00Z

<p>Created page with &quot;==Open Issues from Beta:== # Formatting with indented bulleting not working. # Extra spaces in formatting or upon print # Printing dollar signs rather than bullets for Canada ==...&quot;</p> <p><b>New page</b></p><div>==Open Issues from Beta:==<br /> # Formatting with indented bulleting not working.<br /> # Extra spaces in formatting or upon print<br /> # Printing dollar signs rather than bullets for Canada<br /> <br /> ==Features==<br /> # All notes fields changed from RTF to HTML<br /> ## All reports are also converted including custom reports.<br /> ## New editor for notes to support HTML<br /> ## Automatically converts fields from RTF to HTML upon upgrade<br /> # Hierarchical Classes. Class and subclass handling<br /> ## If class and subclass are setup in QB this will sync into SME with this hierarchy<br /> ## Lookup icon next to classes to see the hierarchy. Full name uses colon : to separate class and subclasses.<br /> ## Dropdown shows as Class:Subclass:Sub-Subclass<br /> # Profit Margin (Gross Margin percent) on Totals in Proposals, Orders and Invoices <br /> ## Consistent totals screen in proposals, orders, invoices<br /> ## Profit Margin available in all these areas<br /> ### Proposal<br /> ### Service Order<br /> ### Install Order<br /> ### Invoice<br /> # Billing hours rounding: Able to set the billing hours increment in minutes and allow roundup or normal math rounding. This is in Setup&gt;Company&gt;System along with the dispatch and hours settings.<br /> # Auto-reserve items that are not serialized option. This will simplify inventory allocation so that non-serialized inventory items do not need to be picked or reserved.<br /> # Customer Lists and Customer History shows in Maintenance Contracts <br /> ## Allows users to see customer lists and history including custom fields without having to jump to the customer<br /> # Time Tracking Table<br /> ## Added separate table for time tracking called taskdetail that can be connected to order and ordertask (labor item)<br /> # Billing status options to charge Fixed hours, scheduled hours, or actual time tracking hours. <br /> ## Billing status on labor replaces the checkbox “Equal Billable to make scheduled = billable”<br /> ## Billing status can be set as default in following areas:<br /> ### Setup&gt;Company&gt;Customer Defaults&gt;Rates and Charges Defaults. This will allow setting of a default billing status for any newly generated customers.<br /> ### Customer&gt;Rates. Once set all orders created for this customer will have this default billing status<br /> ### Service or Install Orders&gt;Details and Settings. Once billing status is set, all new labor created will use this billing status but it can be changed.<br /> ### Service or Install Orders&gt;Order Items&gt;Labor. <br /> # Packages are now always broken out into line items<br /> # PO receive now reversible<br /> # Modifications to cost on PO items get sent to qb GL adjustments (if GL entries are being used)<br /> # ‘Internal use’ flag on line items = print hide on orderdetails. <br /> # Invoices deleted in SME will remove the GL entries in QB on sync</div>

Marks