November 2025
FrontLine 7.0.127- November 4, 2025
Frontline will now stop you from changing the customer of an order when there are rented units committed to it.
Technician (limited) licensed users can now open a blank Unit Tracking window from an Order window using Ctrl-T.
October 2025
FrontLine 7.0.126- October 29, 2025
When invoicing a Customer Order, FrontLine now merges open On Account tenders that have the same GL account. You can click Yes at the prompt, or you can Cancel to review the tenders first.
Square Terminal and Card on File payments that you send to Square from FrontLine now include the Square Location ID of the Order Location if this is set up in the FrontLine Location’s Merchant (Location) ID field.
When you adjust out line items, you no longer need to enter “required” identifiers on committed inventory before you adjust out.
Square Terminal and Card on File payments that you send to Square from FrontLine now include the Square Location ID of the Order Location if this is set up in the FrontLine Location’s Merchant (Location) ID field.
When you adjust out line items, you no longer need to enter “required” identifiers on committed inventory before you adjust out.
FrontLine 7.0.125- October 27, 2025
You can now open the Item Bins directly from a customer order. Right-click on a line item, point to Item Info in the context menu, and select Item Bins to open the Item Bins window. The location of the line item is highlighted in black in the Item Bins list.
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You can now see Last Payment Amount in Customer Statistics.
FrontLine 7.0.124- October 15, 2025
This release contains maintenance updates.
FrontLine 7.0.123- October 7, 2025
FrontLine now sends transactions in base currency to the Square Terminal, regardless of the customer’s currency.
You can now see customer statistics in Customers Maintenance and Receivable Statements. In Customer Maintenance click the AR button to access Customer Statistics from the menu.
In Receivable Statements, right click to open the context menu and select Customer Statistics.
The Customer Statistics include information like High Balance, Days to Pay, Last Payment, etc.
You can now see a prospect indicator in the Customer Order window when the order is for a prospect. The Customer Number or Sold To field in the header now shows a trailing (Prospect) when it is a Prospect.
You can now use a shared email address for multiple return email addresses in FrontLine. Point to Setup and click Security to open the System Users. In the System Users list, enter the shared email address as the Return Email, and then assign a separate Sender email address. This feature used to be available only for email authenticated through OAuth, like Outlook. Now it is available for all.
Note: The "eMail Sender Override" Company Setting takes precedence over the per-user Sender that is set up in this window.
Note: The "eMail Sender Override" Company Setting takes precedence over the per-user Sender that is set up in this window.
Canadian POs are now tax exempt by default, just like other nationalities.
September 2025
FrontLine 7.0.122- September 26, 2025
You can now see three new current Fiscal Year columns on the Income Statement: FY Forecast, FY Budget, and FY Variance between forecast and budget. YTD Forecast and YTD Forecast Variance columns have been removed.
You can now edit Journal Entry Notes of a Posted Journal Entry. You must have Add, Modify permits in the Journal Entries class to do this.
You can now edit Journal Entry Notes of a Posted Journal Entry. You must have Add, Modify permits in the Journal Entries class to do this.
There is a new option when creating recurring events in the Scheduler. Select Link All Field Activity to Lead Event Order to import all the labor and parts entered through Mobile Connect on all event recurrences into the order connected to the lead event.
When this option is selected, all the events in the series are connected to the lead event and cannot be added to separate orders. When the lead event line item is invoiced, all the recurring events are marked as completed.
FrontLine 7.0.121- September 16, 2025
Budgets and Forecasts now offers a Company selector if you have multiple companies in your GL.
When you use Equipment Search to look for On Hand Inventory, a Location ID column appears in the results instead of Vendor Number. You can still see the Vendor Number in the right-click context menu.
When you open Equipment Search from a customer order to search for On Hand Inventory, equipment listed in the search can be added to the order by double-clicking the row, or choosing Select Equipment from the context menu, or using the F8 shortcut.
When you create a Work Order for an Assembly of an item with Assigned Price, you can now add the Assigned Price identifier for the assembled unit.
In Journal Entries, lines that are part of a Bank Reconciliation are now indicated by a balance scales symbol on the right side of the first column.
You can also open the Bank Reconciliation from the Journal Entries window unless it is already open underneath. Simply right-click and select Bank Reconciliation in the context menu.
You can also open the Bank Reconciliation from the Journal Entries window unless it is already open underneath. Simply right-click and select Bank Reconciliation in the context menu.
FrontLine will not create an invoice for a customer order when line item locations belong to multiple companies. This does not apply to returns. The Invoice window shows a red banner to indicate that multiple companies are on the invoice.
If you click Proceed, a Multiple Companies message displays.
When line items on an order belong to multiple companies, you should instead select line items and use partial invoicing to invoice them separately.
When line items on an order belong to multiple companies, you should instead select line items and use partial invoicing to invoice them separately.
When using multiple companies, the Company GL segment of the Line Item Tax Details is now determined by the Line Location instead of the Order Location.
FrontLine 7.0.120- September 8, 2025
In Budgets and Forecasts, you can no longer make changes to values in Closed Periods. When you use the a (all) and s (spread) typed input functions, these functions will skip closed periods. The Import feature will also skip closed periods when you Commit.
The Export feature in Budgets and Forecasts now excludes columns that are hidden on the interactive worksheet.
The Income Statement has some new features:
- You can now use the Compare Forecast feature for non-rolling output in the Income Statement. Select Compare Forecast to add "Forecast" and "Forecast Variance" columns for each period shown, and a “FY Forecast" column for the entire fiscal year.
- You can now change the size of the text on the Income Statement. Right-click to open the context menu, and select Smaller Size Text or Normal Size Text.
- The Show Percentages option is now off by default. Right-click to open the context menu, and select Show Percentages to display ratios in the worksheet.
You can now create a count sheet in Physical Count that only selects items with a specific Stock Identifier value. Select the Stock Identifier parameter and a Value. Only items matching your selection are included on the count sheet.
To use this function, create a Stock Identifier and assign a Value in Items Maintenance. Contact support@ormandysoftware for help with setting this up.
August 2025
FrontLine 7.0.119- August 21, 2025
You can now unreceive intangible line items on a Purchase Order. Select the received intangible line item. Click Receive in the bottom toolbar, or right-click and choose Receive in the context menu. This will unreceive the line item unless it is a special order and the connecting customer order line has been invoiced.
You can now hide Budget columns and display Inactive Accounts in Budgets and Forecasts.
- The “Budget Values” toggle is on by default. Select it to hide budget columns from view.
- Inactive GL Accounts (whose description begins with a hyphen) are hidden from view. Use the "Inactive Accounts" toggle to display them. This can be useful when importing forecasts, for example.
FrontLine 7.0.118- August 15, 2025
The Budgets feature now includes an optional Forecast value. Also, closed periods are now indicated by a green cell outline, and the "Annual Forecast" calculated sum per row uses the Actual value for these closed periods.
Budgets and Forecasts can now be Imported from the Clipboard.
1. Copy your Excel worksheet to import the values using the Clipboard import. The worksheet should have the account number in the first column, followed a column for each month of your fiscal year.
2. In the Welcome window, point to General Ledger and select Budgets and Forecasts.
3. Click Show Import Feature to see import buttons in a green header.
4. Select to Import Clipboard to Budget or Import Clipboard to Forecast.
1. Copy your Excel worksheet to import the values using the Clipboard import. The worksheet should have the account number in the first column, followed a column for each month of your fiscal year.
2. In the Welcome window, point to General Ledger and select Budgets and Forecasts.
3. Click Show Import Feature to see import buttons in a green header.
4. Select to Import Clipboard to Budget or Import Clipboard to Forecast.
5. Your spreadsheet data displays in columns below for you to review. If it looks correct, click the button in the green bar to Commit the preview to the worksheet.
6. Your values are imported but not yet saved. The Imported message tells you how many values have been imported. Review and edit the data before you save the import.
Note: At any time before saving the budget or forecast, you can terminate the process by clicking the Import button again to cancel. Or cancel the import by closing the Budgets and Forecasts window without saving when prompted.
Note: At any time before saving the budget or forecast, you can terminate the process by clicking the Import button again to cancel. Or cancel the import by closing the Budgets and Forecasts window without saving when prompted.
7. When you finish editing, click Save Budget in the top toolbar to save the values. This will save your budget or forecast values.
You can now open Item Costing directly from the right-click context menu in Inventory Valuation.
FrontLine 7.0.117- August 6, 2025
This release contains maintenance updates.
FrontLine 7.0.116- August 4, 2025
You can now take a payment for customers who are On Hold. Assign Read permits for the security context Orders for Customers on Hold in the Customer Orders class to give security permissions for this function. Select Ok to confirm when the Status Alert pops up at check in.
July 2025
FrontLine 7.0.115- July 25, 2025
When you open a Scheduler event from the Customer Order window, the event is now highlighted in the Scheduler.
- In the Line Item Details of the scheduled line, click the ellipses next to the Scheduled field, and select Scheduler Day from the menu.
- The Scheduler Board opens, and the event is highlighted if the board filters allow it to be in view.
In Projects, the Project Details now show a green checkmark in the Received column when the purchase line has been received and checked in.
If an item has no identifiers, the Item Quantity window no longer shows the DtlID key in the first column of the Inventory and Committed list. Instead, this column displays Not Assigned.
There is a new Inventory Inquiry available for users with Read Only permits for the Inventory Valuation. In security, under the Inquiry class, set the security for Inventory Valuation to Read Only.
This Inventory Inquiry is similar to the Inventory Valuation, but FrontLine omits financial information.
This Inventory Inquiry is similar to the Inventory Valuation, but FrontLine omits financial information.
The Inventory Valuation export now includes an Item Status column.
FrontLine 7.0.114- July 7, 2025
In AP Inquiry, the Payables and Payables Aged reports now include a GL Account column at the far right.
Identifier Setup has a new identifier Data Type selection, URL Prefix, that enables an identifier value to be appended to a fixed (longer) http prefix for reports and exports. FrontLine does not prepend the prefix text if the identifier value itself begins with http.
You can now send batch emails for statements and other reports without interacting with messages for errors. In the report output preview window, select eMail sections per recipient unattended without error prompts from the email drop down selector. This option is like the existing eMail sections per recipient unattended but writes errors to a file instead of showing them to you as they occur. The log file or errors opens to you at the end of the run.
FrontLine now simplifies the names of email attachments (only within the email itself) by removing text from the first underscore to the last period. For example, "Invoice-May_2025-07-02_14-15-30.pdf" is simplified to "Invoice-May.pdf"
June 2025
FrontLine 7.0.113- June 30, 2025
When you close Payables, ending Select for Payment without completing Pay Now by, if you had selected individual payables to pay without using the All toggle, FrontLine offers to remember your selections.
Then when you next Select for Payment, FrontLine asks if you would like to attempt to recall your payables selections.
Note: prior selections may or may not be applicable to the new payables list, so there may be fewer selections after recall. Once you continue to Pay Now by, any remaining selections are discarded and lost after logout.
Note: prior selections may or may not be applicable to the new payables list, so there may be fewer selections after recall. Once you continue to Pay Now by, any remaining selections are discarded and lost after logout.
Reports output for Latitude and Longitude now work for more than one pair of these coordinate columns. The MapLink composition output uses the first pair of Latitude and Longitude columns for mapping URL output.
You can now print a pick ticket without tendering an order. In the Company Setting On Account Tenders & AR, click the ellipses in the Value column to open the On Account and Receivable Payment Options window. Select the option Print Pick/Ship/Delivery Tickets without Tendering.
Email address fields have been enlarged from 80 to 160 characters to hold more combined email addresses.
FrontLine 7.0.112- June 23, 2025
When you are in an invoiced completed customer order, the menu under the Invoices function now offers a New Order for Customer selection. Select to create a new customer order using the same customer, bill-to, and ship-to. If a Bank Deposit batch is in progress, the new order is linked to that bank deposit and the customer Receivables window opens.
You can now access all of the events in a recurring series from an order line item. In the Line Item Details of a line linked to a Scheduler Event, click the ellipsis near the Scheduled field to access the new Scheduled Series of Events option. Select it to open a lookup window with a list of all the events in the recurrence series. Double click or key Enter to open a scheduler event from this lookup.
Periodic Invoices now exclude invoice lines with zero quantity from the output.
FrontLine 7.0.111- June 19, 2025
You can now change the due date of Payables. Assign Modify security permits in the new "Due" security context in the Payables class to allow a user to make payable due date changes. When you change the due date, FrontLine confirms the number of days the new date moves from the old, and does not allow a due date earlier than the invoiced date. The date change is logged.
FrontLine 7.0.110- June 17, 2025
In a Scheduler Event, when connecting the event to a suitable open order, you now have an option to Add to Order from Lookup List. This is useful when a customer has a long list of open orders.
Clicking the Serviced button on a Customer Order is now logged as an update in the order's Updated date and time.
Bank Reconciliation now calculates these four subtotals in the "GL Amount" column for Committed reconciliations:
- Unreconciled Withdrawals
- Unreconciled Deposits
- Unreconciled Total (sum of unreconciled withdrawals and unreconciled deposits)
- Adjusted Ending Balance (ending balance minus unreconciled total)
FrontLine 7.0.109- June 5, 2025
This release contains maintenance updates.
May 2025
FrontLine 7.0.108 May 28, 2025
Tech License users can now add Resource Costs with security access.
Transaction Inquiry now includes a new Committed Qty column. After retrieving results, click the new Calc Committed button to see values in this column. Together with the Quantity (line quantity) and Costed Qty (already invoiced quantity) columns, you will be able to determine how many units are still needed to complete an open order.
FrontLine 7.0.107- May 21, 2025
This release contains maintenance updates.
FrontLine 7.0.106- May 19, 2025
The AP Check forms may now dictate the number of lines that fit per stub. This Items Per Stub value is preset to avoid a user entering an incorrect value causing page overflows that print like duplicate checks.
When you have multiple companies set up, FrontLine now checks that the company segment of all line items on a Vendor Invoice matches the Company on the invoice Location. You are informed of mismatches during the Approve process. You may select “Yes” at the prompt or select “No” to make changes to the Vendor Invoice to complete Vendor Invoice Approval.
There is a new setting in Accounting Options for Recurring Billing Unearned Revenue JE Dates. The three options are now all listed:
- Select Keep target date even when Periods are Closed, the JE will not Post, so you can reopen closed periods before posting. This was the default option, previously.
- Select Adjust to nearest future Open Period to Post the JE to have the JE post automatically in the first open period after the target date.
- Select Use Bill Creation Date if Any are in Closed Periods to Post the JE from closed periods on the date the bill is created (today).
Opportunities now have two new values- "Stage" and "Estimated Value". To use the Stage, create a selection list in Setup/Lists for Opportunity Stages. When creating this list, you may skip some ID values to allow you to insert additional stages in the future. Best practice is to set this list one time and not make changes.
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FrontLine 7.0.105- May 13, 2025
There are two new Journal Entry quick reports in the Journal Entries window.
Note: The Company Unbalanced JE report typically outputs two rows per JE showing the two companies with their subtotals.
- Click Open Journal Entry to see the two new menu entries: All Company Unbalanced JE and All Unposted Journal Entries.
- These selections open a quick report with a list of journal entries. When you close the quick report, the JE that you selected is opened.
Note: The Company Unbalanced JE report typically outputs two rows per JE showing the two companies with their subtotals.
The Transact Unidentified security context in the Customer Orders Class now has these effects on the Scan Match window:
- The Add permit is specifically required to enable selecting Unidentified inventory for most cases including selling unidentified inventory.
- The Modify permit is specifically required to enable selecting Unidentified inventory for a new line item that began with selecting Return Next Scan or from the Line Item Details window of an existing return line. Provide Read, Modify permits to allow users to return Unidentified inventory.
There is now a Company selector for the Tax Report, Account Inquiry and Trial Balance when multiple companies are used.
FrontLine 7.0.104- May 6, 2025
When multiple companies are set up, the top left of the Payables dashboard now offers a Select Company list of active companies whose payables are to be processed, and requires a Company to be selected for AP Payment Processing.
When selecting invoices for Payment Processing, a top banner appears with the selected company name.
There is now a delivery truck symbol that displays in the Quantity column of line items when the full quantity has been shipped.
April 2025
FrontLine 7.0.103- April 30, 2025
In the Localities of Tax Detail maintenance, FrontLine now removes any spaces and converts to upper case the Zip codes that a user enters. This will not change existing data.
The email address helper now omits the recipient’s name and address bracketing when the email address contains a comma or semicolon.
You can now Export posted Journal Entries. Right-click in the Journal Entry lines, and select Export Journal Entry from the context menu.
In the export window you can select to export to a spreadsheet or to HTML. Use HTML to open the export in your browser to save it as a pdf.
The Company GL segment is now enabled. Contact [email protected] to set up this GL segment for use.
Create the Companies GL segment by adding a list of companies in Setup/Lists.
Create the Companies GL segment by adding a list of companies in Setup/Lists.
Next, assign a Company GL to each of your Locations. Locations are owned by a Company. When processing transactions, the GL Account selector auto-selects the Company based on the Location. Once a Company GL is assigned to a Location, this should not be changed.
Note: There is a new security context in the Locations Class of Access Profiles. Give security for Company GL to enable users to view or change the company that a location belongs to.
You can manually select the Company segment for Code-Only GL Codes or when Location N/A is selected.
When companies are set up, a Company selector is available for the Balance Sheet and Income Statement.
When companies are set up, a Company selector is available for the Balance Sheet and Income Statement.
When there are multiple companies, some new requirements apply. These are highlighted in yellow when missing:
- Cash Accounts that will be used for AP Payments now require their owner Company to be identified in the corresponding Bank Account set up in Ledger Accounts.
- Recurring Billing requires Equipment Sets to specify a Location ID. Select a location using the drop down arrow on the Location ID field.
- Journal Entry line accounts require a Company segment for the JE to Post.
- In Customers maintenance, if you use a Receivables (AR) account, the account must include a Company segment.
- In Vendor maintenance, if you use the Expenses (AP) or Payables (AP) for a vendor who is not a Card Issuer, the account must include a Company segment.
- In the Payables Dashboard, when you select Pay Now by, Frontline requires a confirmation if the Company segment of any of the Payables selected differs from the Company of the Bank Account used to issue the payments.
FrontLine 7.0.102- April 10, 2025
You may now drill down to edit orders from Transaction Inquiry. Right-click on a line and choose Edit Order ######### to open the order for editing. If an order is modified this way, then rows in transaction inquiry are marked with yellow cell edges to indicate that results may no longer be current.
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A Ship Via column has been added to the Batch Picking list. You may also choose to Include by Order Status, in contrast with the existing Exclude option.
FrontLine 7.0.101- April 9, 2025
You can now auto-gen a purchase order for multiple locations at once. Open (or close) the multi-location selector by clicking the Location title for the location selector at the top of the Generate Purchase Order window. The location selected at the top of the window is the Primary Location, and it is pre-selected in the multi-location list.
The location selection tool appears on the left side of the window.
Use the All Locations drop down to filter the selection list by Region or Group.
Use the Location Display drop down to select what info you would prefer to see in the locations display and in the purchasing suggestions.
Select the checkboxes for locations you would like to include in the purchase order. Click Select All Shown to select a list of locations with one click. Click Show Selected to see only selected locations. Click Clear Selection to clear all selections except the primary location.
You can change the Primary Location by making a new selection from the drop-down list in the upper left of the window. This will add the new Primary Location to the location selection list, and it will keep the previous Primary Location on the selection list unless it was the only location selected.
You can change the Primary Location by making a new selection from the drop-down list in the upper left of the window. This will add the new Primary Location to the location selection list, and it will keep the previous Primary Location on the selection list unless it was the only location selected.
Once you finish selecting locations, continue autogen as usual. Notice a Location column is added to the purchase suggestions list when multiple locations are used, and the locations are highlighted in black when they differ from the primary PO location.
Note: The "Add Item..." context menu function is not available when multiple locations are selected.
You can now add new contacts from open orders in the Customer Order and Purchase Order windows. Click the Contact drop down and select Maintain Contacts to open the Contacts window to add new contacts. You must have ADD permits in security for Customer or Vendor Contacts to use this function.
March 2025
FrontLine 7.0.100- March 28, 2025
In the Ledger Accounts window, cash accounts with an associated Bank Account now display a cash icon on the right side of the GL Code.
Click this icon and select the ellipses to open the Bank Account window for details. You can also select the line and click the Bank Account button in the top toolbar to open the Bank Account window.
There is a new symbol, a red circled building, in the Description column of line items whose line location differs from the order location.
Line Agent Initials now appear in boldface when they differ from the order agent.
FrontLine no longer allows you to add auto-gen purchases to an existing open PO when the Vendor is closed.
The default Fiscal Year selected for the Financial Inquiries, the Balance Sheet, Income Statement, and Trial Balance, is now the oldest fiscal year that still has open periods. Typically this is the same as the last fiscal year, but it may be different during the transitional months of a new fiscal year.
You can now see a log of user logins. Log in as system administrator to use this function. Point to Setup and select Security. Click the Password drop-down menu in System Users to select Recent Logons for the selected user or a Logon Summary of All Users to view FrontLine logon history.
You can now copy line notes from a Purchase Order to a Vendor Invoice. In the New Vendor Invoice window, select the checkbox to Copy Line Notes from the PO.
You can now have the Order Identifier Document pop up when you open an order for editing.
- Point to Setup and choose Company & Stations.
- In Company Settings, click the ellipses in the Value column for Order Activity Reactions.
- Select the checkbox for Order Identifier Document to show this window whenever an order is opened to edit.
FrontLine 7.0.099- March 19, 2025
Several lookup options are now sticky per user after logout. In Purchase Order Lookup and Customer Order Lookup the Starts with checkbox, the Address selection, Newest First vs Oldest First, and Project options are now all sticky per user.
You can now easily create a Special Order PO for one customer order. After you run Autogen, in the purchasing suggestions list, right-click on one special order line of the customer order and select Create PO only for Special Orders on #########.
You can now drill down to the payment order from the customer order if a payment has been applied to an On Account payment. In the customer order, click the Pymts button in the top toolbar to view payment lines. Right-click on an “On Account” order tender line and select View Payment Order ######### from the context menu to view the payment order. Note that multiple payments could be applied to this receivable, but only one is shown here.
If the Write Off Limit set in Setup/Security/Access Profiles is set to zero, FrontLine does not allow AR write-offs.
FrontLine 7.0.098- March 17, 2025
When adding dates to Opportunities in FrontLine, there is now a calendar to set Begin and End dates and Date-type identifiers.
FrontLine 7.0.097- March 14, 2025
Disabling a FrontLine user now clears their BaseLink password. When reinabled, reset the password to reset the BaseLink password as well. FrontLine shows a linked earth icon next to the Person ID in System Users if they have access to BaseLink, but this doesn’t guarantee that their password has been reset.
FrontLine 7.0.096- March 10, 2025
You can now assign projects that are not customer specific to an Equipment Set. The drop-down Project list in Equipment Sets displays projects that are not customer-specific with *ANY trailing text at the bottom of the list. Completed projects are now omitted from this list.
You can now see a column displaying the list price in the Customer Order window. Click Prices in the bottom toolbar to add a List Price column to the line items.
This column shows the List Price when different from the Unit Price.
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The line item context menu in the Purchasing window has been enhanced for Special Order entries.
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You can now apply contract coverage to a Customer Order. To use this function, you must have permission in the new security context Order Service Contract in the Customer Orders class.
To add a Service Order to a Contract:
To add a Service Order to a Contract:
- Click the drop-down next to the Serviced or Complete button in the top toolbar and select Service Contract to see a list of contracts you can add to the order. This list includes all contracts that are at the same address as the order. (Note: If a residence address is selected in the E.Set, then this must be the same address as the Ship To address on the customer order.)
- When you select a contract, the FrontLine confirmation asks if all the lines not already covered should be covered by this contract. Click Yes to add coverage to all lines. Click No to manually toggle coverage on only some lines.
- Once a contract is selected, you can right-click on any line to toggle coverage on and off by selecting Under Service Contract.
- To remove the order from contract coverage, click the Serviced or Complete button in the top toolbar, select Service Contract, and choose No Order Service Contract. FrontLine asks to confirm the removal of the contract from the order.
Note: The order service contract cannot be changed after the order is invoiced.
February 2025
FrontLine 7.0.095- February 25, 2025
You can now void a Web Order (for example, an order imported from Shopify). When you void a web order:
- FrontLine asks if you want to void this entry in BaseLink too. Click Yes to prevent the order from importing again later. Select No and:
- FrontLine asks if you want to re-import the Web Order now. If you have already completed changes to the order, and are ready to reimport, select Yes. FrontLine will void the web order and import the edited web order, opening the new order for you to view.
- If you are not ready to reimport yet, select No. FrontLine will void the web order, and you can manually import the edited order later using the import tool in BaseLink.
You can now use card on file tokens for recurring billing using Square. Assign the customer's card on file on the Equipment Set to be used on corresponding bills.
- Open the ESet window from an open order, and in the Credit Card field, key a hyphen and press Tab or Enter.
- The Customer Cards on File window opens. Select the card and click Select Card.
- The card details will display in the Credit Card field on the ESet. Now, when you run recurring billing, the credit card will be charged for the bill during step 3 of the Recurring Billing process.
FrontLine's Square Customer Cards On File feature now offers Customer Card Notes.
Unlike the actual card details that are stored at SquareUp, the text of this note is saved in FrontLine. You can use this note to record details such as which card the customer prefers you use for different purposes. Do not store sensitive information in this note.
Unlike the actual card details that are stored at SquareUp, the text of this note is saved in FrontLine. You can use this note to record details such as which card the customer prefers you use for different purposes. Do not store sensitive information in this note.
FrontLine 7.0.094- February 17, 2025
The Opportunity Totals window has been enhanced.
- Additional rows have been added to show totals for ALL orders and ALL quotes associated with this opportunity when there are multiple orders and/or quotes. These rows appear at the top of the detail lines.
- The window enlarges itself when necessary to show more rows
- Quote totals are marked by the quote symbol in the Quantity column.
- F4 now opens the order or quote for editing instead of read-only, and if an order is modified, the opportunity totals are recalculated.
The Square Payment Integration has been enhanced:
- After creating a successful card transaction, you can now create a Card on File Token for future transactions. Right-click on the recent successful payment line and select Create Card on File Token. FrontLine prompts you for cardholder information and then retrieves a token to store on the customer file.
- Card details are only stored at Square, but you can view cards saved on file in Customers Maintenance. In the Customer file, click AR and select Customer Cards on File from the menu. Here you can view a list of cards on file, and choose to Deactivate them, effectively removing them from Cards On File.
- You can assign a default customer credit card for use in payment processing on customer orders.
- In the Customer maintenance file, click the ellipses next to the Credit Limit to access the Credit Card field.
- Key a hyphen in the Credit Card field and press Enter to open the Customer Cards On File window.
- Choose the card and click Select Card to assign the card to be used by default for this customer.
- In the Customer maintenance file, click the ellipses next to the Credit Limit to access the Credit Card field.
- Enter this default card on a customer order tender line by keying a hyphen in the Account Number field. You can then process the card tender without any other information.
FrontLine 7.0.093- February 4, 2025
Changes have been made in Recurring AP to enhance your experience.
- The default sorting of the list is now by Scheduled date.
- The Created Date column has been replaced by the Vendor Ref column.
- The Updated column shows the created date if it has not been updated since creation.
- To sort the list, you can now click in any column title except Expires and Updated to sort by that column.
January 2025
FrontLine 7.0.092- January 22, 2025
Because special orders for a Closed or On Hold vendor do not appear in purchasing auto-gen, we have added two indications of these statuses within the order window:
1. The Vendor Number in the Resource Costs window is now highlighted in yellow when the vendor is Closed or On Hold.
2. Also, when you open a customer order with a Closed or On Hold Resource Vendor, you are notified by a pop up message.
There is now a drop-down menu on the Parts button in Vendors maintenance. Click to view All EMail Addresses and to view the Change Log.
The Change Log for Items, Vendors, and Customers now includes an option to Show all changes for the past 28 days. In the All Changes view, you can double-click any log entry (or right-click and select Open) to open the corresponding Item, Vendor, or Customer in the maintenance window.
You can now open the Income Statement from within the Balance Sheet. Right-click in the Balance Sheet to select to view the Income Statement.
Labor lines imported from Mobile Connect now default to line Quantity 0 (zero) instead of 1 (one) when no quantity is specified by the technician in Mobile Connect. You can update the quantity on the line in FrontLine, or you can void the line in FrontLine for the technician to complete his labor entry in Mobile Connect.
In Bank Reconciliation, the "New Bank Reconciliation" and "Open a Bank Reconciliation" account lists now highlight in bold the account currently open.
FrontLine now offers a SquareUp Card Not Present option that opens a BaseLink page in the browser for you to enter confidential card information. This allows you to process credit cards in Square without a Square terminal.
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The large hover hint for Scheduler Events now shows the Lead Event Order ID in the top line when the event is part of a recurring sequence and the lead event is on a different order from this event.
When you save changes to Notes of a recurring Scheduler Event, FrontLine now offers to change the Notes of later events in the recurring sequence to this new note text.
Note: This is only available for notes of events that are not yet attached to an order line item.
Note: This is only available for notes of events that are not yet attached to an order line item.
ACH AP Payments are now distinct from non-ACH in Journal Entries, and Bank Reconciliation now consolidates one ACH batch into a single line to reconcile.
In AP Inquiry, the three Payables/Aged/Summary outputs now offer a direct link to Account Inquiry. Right-click in the payables details to drill down to Account Inquiry.
Note: More than one account can be part of a single row in the Payables Summary output.
Note: More than one account can be part of a single row in the Payables Summary output.