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BMS (v4.0.28) - 14 December 2019 - Connect IT Community | Kaseya
<main> <article class="userContent"> <p><span data-contrast="none">This release features a completely reimagined integration to Quickbooks Online, security improvements, and a number of usability enhancements and fixes.</span><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"> </span></p> <h2 data-id="enhancements"> <strong><span data-contrast="none">Enhancements</span></strong><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"> </span> </h2> <h3 data-id="bms-quickbooks-online-integration"> <strong><span data-contrast="none">BMS QuickBooks Online Integration</span></strong><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"> </span> </h3> <ul><li> <span data-contrast="none"></span><span data-contrast="none">The QuickBooks Online (QBO) integration experience has been completely redesigned and has also been upgraded to leverage the latest version of the QBO API for improved efficiency and stability. Enhancements include:</span><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"> </span> <ul><li> <span data-contrast="none">Redesigned user interface.</span><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"> </span> </li> <li> <span data-contrast="none">You can now define default account codes for services and inventory. In cases where account codes have not been specified in the BMS setup tables, the default codes will be used. This is a time saver when exporting invoices as you no longer have to inspect the logs and manually make corrections for missing accounts in the setup tables.</span><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"> </span> </li> <li> <span data-contrast="none">A new option allows you to assign QBO invoice numbers when creating invoices in QBO.</span><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"> </span> </li> <li> <span data-contrast="none">Invoices can be exported without any prior sync operations. Any data needed to support the Invoice export will be created on an as needed basis.</span><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"> </span> </li> <li> <span data-contrast="none">Large import/export operations will now process in the background until they are complete. The previous time limit that interfered with this process has been removed. </span><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"> </span> </li> <li><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}">See the new QuickBooks Online Integration Guide for further details. The Guide includes a description of the data mapping between BMS and QBO.</span></li> </ul></li> </ul><p><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"><img src="https://us.v-cdn.net/6032361/uploads/migrated/ET4L0IJ5XIEE/qbo-setup.png" alt="QBO-Setup.png" class="embedImage-img importedEmbed-img"></img></span></p> <p><strong><span data-contrast="none"> Note: </span> </strong><span data-contrast="none"> If you had previously connected to QBO, you will need to reconnect. After connecting, you must configure and save the new Invoice Options which will control the Invoice Export process going forward.</span><span data-ccp-props="{"201341983":0,"335559685":15,"335559740":259,"335559991":15}"> </span></p> <h3 data-id="bms-quotewerks-integration"> <span data-ccp-props="{"201341983":0,"335559740":259}"> </span><strong><span data-contrast="none">BMS QuoteWerks Integration </span></strong><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"> </span><span data-contrast="none"></span> </h3> <ul><li> <span data-contrast="none">QuoteWerks recently released v5.5 which includes changes to thier API. To support this, there are now two download options for the QuoteWerks connector desktop application: one for v5.4 and prior, and another for v5.5 and above. (It is no longer possible to support all released versions of QuoteWerks with a single desktop application; hense, providing two connector apps is the approach that is recommended by QuoteWerks.). </span><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"></span> </li> </ul><p><strong><span data-contrast="none">CALL TO ACTION</span></strong><span data-contrast="none">: When you upgrade to QuoteWerks v5.5, you should uninstall the existing desktop connector, then download and install the v5.5 connector. NOTE: some customers may have received a pre-release connector for v5.5 via Kaseya Support. This pre-release connector should now be uninstalled, and the new v5.5 connector included with this release should be installed and used going forward. </span><span data-ccp-props="{"201341983":0,"335559740":259}"> </span></p> <h3 data-id="bms-security"> <strong><span data-contrast="none">BMS Security</span></strong><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"> </span> </h3> <ul><li> <span data-contrast="none"> </span><span data-contrast="none">In Service Desk, security roles can now grant delete permissions separately from modify permissions allowing more granular control. Permissions have also been added to govern the deletion of notes. </span><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"></span> </li> </ul><p><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"><img src="https://us.v-cdn.net/6032361/uploads/migrated/NBJVYB7FQYCR/bms-v4-0-28-security-roles.png" alt="BMS_v4.0.28_Security_Roles.png" class="embedImage-img importedEmbed-img"></img></span><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"></span></p> <ul><li> <span data-contrast="none"> </span><span data-contrast="none">Parent employees can login to a child instance using MFA, SAML SSO, or AuthAnvil authentication. </span><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"></span> </li> </ul><h3 data-id="bms-crm"> <strong><span data-contrast="none">BMS CRM</span></strong><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"> </span> </h3> <ul><li> <span data-contrast="none"> </span><span data-contrast="none">You can now capture an effective date when contacts are activated and deactivated. A log shows changes to the active status. </span><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"></span> </li> </ul><h3 data-id="bms-apis"> <strong><span data-contrast="none">BMS APIs</span></strong><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"> </span> </h3> <ul><li> <span data-contrast="none"> </span><span data-contrast="none">A new API Endpoint allows update of contact active status and effective date. </span><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"></span> </li> </ul><h3 data-id="bms-finance"> <strong><span data-contrast="none">BMS Finance</span></strong><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"> </span> </h3> <ul><li> <span data-contrast="none"> </span><span data-contrast="none">A new invoice template is available called 'Detailed Invoice, Aggregated by Name, Desc & Unit Price.' With this template, billing transactions with the same item name, description, unit price and effective date are aggregated into a single line-item. </span><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"></span> </li> <li> <span data-contrast="none"> </span><span data-contrast="none">Recurring services billing review now shows both the effective date and period end date for greater visibility of recurring services transactions. </span><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"></span> </li> </ul><h2 data-id="bug-fixes"> <strong><span data-contrast="none">Bug Fixes</span></strong><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"> </span> </h2> <h3 data-id="bms-apis-1"> <strong><span data-contrast="none">BMS APIs</span></strong><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"> </span> </h3> <ul><li> <span data-contrast="none"> </span><span data-contrast="none">Fixed API issue when Products were not returning the Taxable Flag correctly. </span><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"></span> </li> <li> <span data-contrast="none"> </span><span data-contrast="none">Fixed the issue in Recurring Contracts where Total Price saved wrong when using the Contract Service API. </span><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"></span> </li> </ul><h3 data-id="bms-calendar-integration"> <strong><span data-contrast="none">BMS Calendar Integration</span></strong><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"> </span> </h3> <ul><li> <span data-contrast="none"> </span><span data-contrast="none">Fixed the issue when export Calendar into ICS was shifted by one hour. </span><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"></span> </li> </ul><h3 data-id="bms-crm-1"> <strong><span data-contrast="none">BMS CRM</span></strong><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"> </span> </h3> <ul><li> <span data-contrast="none"> </span><span data-contrast="none">Fixed the issue with limitation of characters in Quotation Terms and Conditions text box.</span><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"></span> </li> </ul><h3 data-id="bms-custom-templates"> <strong><span data-contrast="none">BMS Custom Templates</span></strong><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"> </span> </h3> <ul><li> <span data-contrast="none"> </span><span data-contrast="none">Fixed the issue with printing out Summary Time Totals, Product Charges and Time Notes (Legacy PSA). </span><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"></span> </li> </ul><h3 data-id="bms-finance-1"> <strong><span data-contrast="none">BMS Finance</span></strong><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"> </span> </h3> <ul><li> <span data-contrast="none"> </span><span data-contrast="none">Fixed the issue when First Period of Yearly Recurring Contracts was adding cents for the First Period. </span><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"></span> </li> <li> <span data-contrast="none"> </span><span data-contrast="none">Fixed the issue with Billing Automation where Date Format displayed wrong when generation an invoice. </span><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"></span> </li> <li> <span data-contrast="none"> </span><span data-contrast="none">Fixed the issue with Recurring Contracts where Invalid Data error appeared trying to update the Effective Date of an exiting service in cloning contract. </span><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"></span> </li> <li> <span data-contrast="none"> </span><span data-contrast="none">Fixed the issue with error after converting a Service Quote into Recurring Service and Activating. </span><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"></span> </li> <li> <span data-contrast="none"> </span><span data-contrast="none">Fixed the issue when updating a Recurring Service and changing the effective date or the price without changing the units didn't affect the selected period.</span><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"></span> </li> <li> <span data-contrast="none"> </span><span data-contrast="none">Fixed the issue when invoice ended up as Duplicate when trying to generate it, clicking Cancel on the pop-up and then trying to generate the invoice again. </span><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"></span> </li> <li> <span data-contrast="none"> </span><span data-contrast="none">Fixed the issue when Search in Billing Review for Recurring Services was not working while searching in German language. </span><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"></span> </li> </ul><h3 data-id="bms-general"> <strong><span data-contrast="none">BMS General</span></strong><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"> </span> </h3> <ul><li> <span data-contrast="none"> </span><span data-contrast="none">Fixed issue with Client Access Portal, where Incorrect Password message was displayed in wrong language. </span><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"></span> </li> </ul><h3 data-id="bms-inventory"> <strong><span data-contrast="none">BMS Inventory</span></strong><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"> </span> </h3> <ul><li> <span data-contrast="none"> </span><span data-contrast="none">Fixed issue with Manage Products where columns "Manufacturer" and "Brand" were inverted. </span><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"></span> </li> </ul><h3 data-id="bms-itglue-integration"> <strong><span data-contrast="none">BMS ITGlue Integration</span></strong><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"> </span> </h3> <ul><li> <span data-contrast="none"> </span><span data-contrast="none">Fixed the issue with Related Items where ITGlue Widget was not showing items post version 4.0.26. </span><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"></span> </li> </ul><h3 data-id="bms-project-management"> <strong><span data-contrast="none">BMS Project Management</span></strong><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"> </span> </h3> <ul><li> <span data-contrast="none"> </span><span data-contrast="none">Fixed the issue with possibility of using HTML tags in task names. </span><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"></span> </li> </ul><h3 data-id="bms-rmm-integrations"> <strong><span data-contrast="none">BMS RMM Integrations</span></strong><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"> </span> </h3> <ul><li> <span data-contrast="none"> </span><span data-contrast="none">Fixed the issue with Auto Closing Tickets in new VSA Integration when Integration Account was acting as a client. </span><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"></span> </li> </ul><h3 data-id="bms-security-1"> <strong><span data-contrast="none">BMS Security</span></strong><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"> </span> </h3> <ul><li> <span data-contrast="none"> </span><span data-contrast="none">Fixed the issue where Reset Password from the Gateway Page did not use the Password Templates. </span><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"></span> </li> </ul><h3 data-id="bms-service-desk"> <strong><span data-contrast="none">BMS Service Desk</span></strong><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"> </span> </h3> <ul><li> <span data-contrast="none"> </span><span data-contrast="none">Fixed the issue when created ticket status displayed in the bottom of ticket status drop-down. </span><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"></span> </li> <li> <span data-contrast="none"> </span><span data-contrast="none">Removed Sender Email validation. </span><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"></span> </li> <li> <span data-contrast="none"> </span><span data-contrast="none">Fixed the issue when Primary Assignee could be searched only by username. </span><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"></span> </li> <li> <span data-contrast="none"> </span><span data-contrast="none">Fixed the issue when user receives duplicated Email after merging tickets with one contact person. </span><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"></span> </li> </ul><h3 data-id="bms-timesheets"> <strong><span data-contrast="none">BMS Timesheets</span></strong><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"> </span> </h3> <ul><li> <span data-contrast="none"> </span><span data-contrast="none">Fixed timeout issues when user is trying to fill timesheet by clicking on calendar icon. </span><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"></span> </li> </ul><h3 data-id="bms-xero-integration"> <strong><span data-contrast="none">BMS Xero Integration</span></strong><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"> </span> </h3> <ul><li> <span data-contrast="none"> </span><span data-contrast="none">Fixed the issue where Xero did not support Negative QTY but supported Negative Price. </span><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"></span> </li> <li> <span data-contrast="none"> </span><span data-contrast="none">Fixed the issue of failure with Tax Code None error while exporting invoices to Xero Australian Version. </span><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"></span> </li> <li> <span data-contrast="none"> </span><span data-contrast="none">Fixed the issue in Xero Australian Version where error occurred while trying to export invoice containing Sales tax item.</span><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"></span> </li> </ul><p><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"> </span></p> </article> </main>