May 2025
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.