New Keystone Releases

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Revision as of 19:48, 7 January 2022 by Pmorey (talk | contribs)
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NOTE: Items in bold type are NEW features.

Build 4.1.1 - 1/7/2022

Dispatch Module

Print Orders

Add ability to print Usage Description field on form.

Ticket Printing

Adjust "Lane #" dropdown box as appropriate when Plant # changed on the ticket stub screen.
Add ability to print the Plant Phone Number on tickets.

Ticketing Module

Ticket Printing

Add ability to print the Plant Phone Number on tickets.

Quote Module

Print Quotes

The U/M total line will now take into account whether the U/M and Product Class are set to Subtotal.

Payroll Module

Payroll Tax Library

Updated to 2022-R1b version (MN, NY, RI states.)

Prepare Payroll

Fix exception when unchecking the "Fed Tax Additional W/H" checkbox.

General

Document Viewer

Add handling for multi-page PDF documents.

Keystone Map

Fix map startup issue (endless loop during map initialization.)
Eliminate double plot of calculated route.

System Menu

When user is deleted, ask to delete associated system options.

Services

Application Server

Do not send dispatch events to notification devices for a voided load.

Device Server

Add Customer Name to Batch Weight and Order Complete notification emails.

Keystone REST Server (KServer)

Driver API: Modify notifyordercomplete endpoint to send Customer Name to the device aggregator.
Windows Client Dispatch API v2: Fix rdmDISchedule/cdsDIFutureDates endpoint to filter out inactive orders, non-dispatch orders, order quotes and order requests.
Windows Client Quote Methods API: Fix CreateOrder endpoint to properly set NOTES field on the order.

Build 4.1 - 12/28/2021

Important Note

For this year, A/P customers that need to e-file 1099 forms need to use the new "Federal & State 1099 Export" option on the A/P Web Portal Export/Filing menu. Additionally, if you need to print a 1099 form containing more than one amount, or a 1099 form containing state information, or multiple different 1099 forms for a single vendor, you will also need to use the new "Federal & State 1099 Export" option. See http://keystonehelp.compucrete.com/wiki/index.php/AP:_Year_End for more information.

Accounts Receivable Module

Customer Maintenance

Add "Invoice Tkt Images" checkbox.

Email Invoices
Print Invoices
Reprint Invoices

Use new "Invoice Tkt Images" checkbox from Customer Maintenance to determine whether to include ticket images on invoices.

Job Price Maintenance

Add "Job Mix Year" to DOT tab.

Plant Maintenance

Add "Technician Name" and "Technician License" columns to DOT grid.

Quote Module

Quote Maintenance

Add "Job Mix Year" to DOT tab.
Carry Job Mix Year when booking/rebooking the job.

Accounts Payable Module

1099 State Maintenance

New option added to A/P File Maintenance menu (to support e-filing 1099s to states.)

Federal & State 1099 Export

New option added to A/P Web Portal Export/Filing menu.
Support multiple different 1099 forms per vendor.

Handwritten Check Entry
Invoice Vouchering

Add "1099 St" column to expense distribution grid.
Carry the 1099 State when posting the batch.

Print 1099 Forms

Updated for 2021.

Vendor List

Add "1099 State" field to detail report.

Vendor Maintenance

Add "1099 Amounts" tab.
Add fields to "Tax Info" tab: 1099 State, Type of TIN, FATCA Filing Req., Direct Sales Ind., Account No., CUSIP No. and Foreign Country (to support e-filing 1099s to states.)

Void Invoice

Carry the 1099 State through when voiding the invoice.

Web Portal Export/Filing

New submenu added to the A/P menu.'

Payroll Module

ACA 1094/1095 Export

Updated for 2021.

Calculate Payroll

When processing A/P payments use the default 1099 State for the vendor.

Company Maintenance

Remove "Qualifying Offer Method Transition Relief" checkbox on ACA tab (new for 2021.)

Employee Maintenance

Add new ACA Offer of Coverage codes 1T and 1U (new for 2021.)
ACA Plan Start Month is now required (as of 2020.)

Federal & State W-2 Export

Updated for 2021.

Payroll Tax Library

Updated to 2022-R1a version (IL, IN, KY, MI, NC, ND, RI & VT states.)

Print 1095-C Forms

This option has been removed from the Payroll Year End menu.

Timecard Maintenance

Fix error "The timecard check cannot be deleted" when attempting to delete a paycheck.

Services

Device Aggregator

Add Test Mode parameter for truck status processing.

Device Server

Add Test Mode parameter for truck status processing.

Updated PennDOT e-ticket interface to use Job Mix Year (job price), Technician Name and Technician License (plant) fields.


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