October 2026
FrontLine 7.1.024- October 2, 2026
You can now see the balance remaining on a blanket PO. In Customer Maintenance, click the ellipses next to the Req PO field to open Blanket Purchase Orders. Click the Show Balances button to show a column with the number of orders assigned to a Blanket PO, the amount spent on those orders, and the unused balance if the Blanket PO has a Total Allowed specified.
You can now set agent specific activity reminders.
You can see Agent Reminders on the Agent record when you have at least Read security for the new Activity Reminders security context under the Agents class. If you also have Add, Modify, or Delete security, you can assign and change an agent’s default activity reminders.
Note, user Settings in BaseLink also provide access to set your own activity reminder times.
- In Agents Maintenance, click the Reminders text or ket F6 to open the reminder list.
- Select one or more reminder times for the agent.
- When no reminder times are set, company default activity reminder times are used when new Activities are created for that agent.
- When the Agent of an Activity Note is changed, FrontLine changes the Reminders on that note to match the Agent's Reminders.
You can see Agent Reminders on the Agent record when you have at least Read security for the new Activity Reminders security context under the Agents class. If you also have Add, Modify, or Delete security, you can assign and change an agent’s default activity reminders.
Note, user Settings in BaseLink also provide access to set your own activity reminder times.
The pink filter field on the left side of button bar in Projects and Opportunities now also searches text in the Name column for matches.
To change the GL account of existing receivables, you must now have a full Read, Add, Modify, Delete permit for the Receivables context within the Customer Orders Class.
When you Unapply (cancel) a Write-Off, including a Tax Write-Off, in Receivables, FrontLine now adds a reversing write-off instead of zeroing the existing write-off with a record of the initial write-off as it did before. This makes it easier to track user write-off activity in AR.
Customer Statistics now includes a Last Payment Order corresponding to the Last Payment Date. Key F4 to view this payment order.
Cybersource is now available as a card payment gateway for card not present transactions, card on file, and recurring billing. If you are interested in learning about using Cybersource for credit card processing, please contact [email protected] for information.
September 2026
FrontLine 7.1.023- September 4, 2026
This release contains maintenance updates.
FrontLine 7.1.022- September 1, 2026
When the Department of a Return Line on a Vendor Invoice is changed, FrontLine now changes the department segment of the line's GL Accounts (where not code-only).
Advancing Opportunity Stages can now automatically assign the Completed or Cancelled status.
- In Setup/Lists, enter in the middle column of the Opportunity Stage list one of the key words Completed or Cancelled.
- When a stage is labeled Completed, advancing an opportunity to this stage marks the opportunity Completed.
- When a stage is labeled Cancelled, advancing the opportunity to this stage marks the opportunity as Cancelled.
Opportunities and Projects marked Completed or Cancelled are now read-only. To make changes to a Completed or Cancelled Opportunity or Project, unselect the Completed or Cancelled checkbox and click Save to open the Opportunity or Project for editing.
There is a new security context for assigning and changing the Opportunity Stage in the Opportunities Class of Access Profiles. Provide Read, Add, Modify, Delete security for Opportunity Stage to allow assigning and changing the Opportinity stage. Changes to the Opportunity Stage are logged.
You can now copy a Project or Opportunity. The Copy function offers to include the Notes, Identifiers, Project Code, Project or Opportunity Master, and Phases (for Projects) to the new Project or Opportunity.
The Invoice Date on the Return of a Payment Order is now preset to the Invoice Date of the Payment Order itself.
The Invoice Date in the Invoice window is now highlighted in yellow when it differs from the date that the invoice was produced.
August 2026
FrontLine 7.1.021- August 17, 2026
When you enter a date in an identifier, FrontLine now confirms dates that are 5+ years (past or future) from the present, and object to dates 200+ years away. When you edit a Placed, Scheduled, or line Completed date on an order, or a Begin or End date on a Project or Opportunity, FrontLine now confirms dates that are 2+ years away.
The Unit function in Unit Tracking is now available in the button bar instead of in the context menu. Click Unit to list other partial quantities from the same inventory receiving. This function is only available on events marked Partial Quantity in the list.
FrontLine 7.1.020- August 7, 2026
Three new features have been added to the Inventory Movement inquiry. This inquiry is accessed from the Parts drop-down in the Item Maintenance file, as well as the context menu in Inventory Valuation.
- Select the optional From Year input to limit how far back in history to search.
- Select the All Items in Location option to evaluate all items in the selected location for this year plus up to one year before.
- Click Export to generate a spreadsheet of the Inventory Movement inquiry results. You may select HTML to view results in the browser where you can also download a pdf.
Two new features have been added to Inventory Valuation.
- You can now report Inventory Valuation by Company. The Location selector in Inventory Valuation now includes Companies if you use a company GL segment. When you select a company from the location list, all the locations assigned to that company are included in the valuation.
- The Sorting selector in Inventory Valuation now re-sorts the results as soon as you make changes. Drag and drop the sorting selector options to customize the sort order, and the results are resorted.
You can now give permissions for some users to void Journal Entries. Assign a Delete permit for the Journal Entries security context to allow using the Void Journal Entry function on an unposted non-system journal entry.
1. Select Void Journal Entry to effectively delete an unposted non-system journal entry.
2. At the prompt, click Yes.
3. The JE lines are replaced with special Tombstone journal entry lines that have short descriptive comments.
FrontLine now attempts to detect when a sticky window placement from a prior session is off screen because a user's extra monitor is missing, and bring the FrontLine window back to the primary monitor in the current session.
The Payables Export now includes a Vendor Category column.
Hover hints have been added to the Vendor Performance window available during Purchasing Auto-Gen. This message explains:
- Columns in light blue are overall Vendor Performance, reflecting Minimum, Maximum, and Average lead times for all items ordered from this vendor in the past 3 months.
- Last Lead and Last Cost values are for the specific item selected in the purchasing suggestions list. These are particularly useful for comparison on Multi-Vendor Items for =ANY= Vendor, as multiple vendors will appear in this window for you to compare last lead and last cost values.
There is a new Company Setting in Discounts, Repricing, Costs, LA. Click the ellipses in the Value column of this Company Setting to open Discount Presentation, Qty Repricing, Cost Base, Line Accounts.
- Select the new option to Prompt for Price Level By Line Item on Customer Orders to select the Price Level of a line item when it is added to the order.
- When you add an item to an order, the Price Level window opens to prompt you to select a price level. The price level selected defaults to the customer's price level. If you select a different price level, then the next prompt defaults to the last price level selected if that price level applies to the new item.
- Packages do not trigger the Line Item Price Level prompt because package prices are calculated according to the package pricing scheme.
- You can change the price level afterwards in the Line Item Details window. Select the line, and click Details in the bottom toolbar. The Line Item Details window opens. Click the Price Level button to select a different price level.
June 2026
FrontLine 7.1.019- June 8, 2026
There is a new Company Setting in On Account Tenders and AR to make a recent feature optional.
- In Company Settings, select the ellipses in the Value column to open the On Account and Receivable Payment Options dialog box.
- Select the new setting Set AR Payment Order Location to Receivable Order Location.
- When selected, FrontLine assigns the AR Order Location to the Payment Order Location if the Payment Order has no line items yet.
- This feature was introduced in 7.1.011, and you now must select this checkbox to opt in.
FrontLine 7.1.018- June 5, 2026
When you email Receivable Statements using the Email Invoicing Contacts option, FrontLine now ensures that the email addresses it collects are unique per customer. This will eliminate duplicate email addresses. Also, the TOTAL row is no longer shown for a single customer.
In Tax Details under Maintenance/Taxes, there is a new Purchases GL Account field on the bottom right, and the File Code has been moved into the Tax Details grid. This Purchases GL Account is now used in AP Invoicing.
There is a new Inventory Movement inquiry that summarizes the movement of a Stock item in and out of a selected Location. You can open this new function from the context menu (accessed with a right-click) in Inventory Valuation and Item Lookup, and from the drop-down menu on the Parts button in Items maintenance.
In Inventory Movement, quantities are presented starting with most recent, per month, with annual subtotals, and a final grand total. Select the option to show Annual Totals Only to see yearly summaries along with the grand total. Inventory Movement ignores Customer Equipment and Inventory Commits.
To use this new inquiry, grant access to the new Inventory Movement security context in the Inquiry Class in Setup/Security/Set User Access.
You can now access a log of Accounting Period closures. In Accounting Periods, right-click and select Closure Log from the context menu.
When you check-in a customer trade-in (unidentified return), FrontLine will now set the unit cost to the Unit Price on the line if you do not specify a C.Cost.
The ship tracking field has been increased from 32 to 40 characters for some international shipments.
The ship tracking field has been increased from 32 to 40 characters for some international shipments.
May 2026
FrontLine 7.1.017- May 20, 2026
On a Committed Bank Reconciliation where the Journal Entry is missing due to an error, it is now possible to create the JE afterwards. Click the Ending Balance line of the reconciliation and select Adjustment Journal Entry from the context menu that appears.
In the Customer Orders window, you can now view a Discount PCT column that shows the discount percent between the list price and unit price. Click Prices in the bottom toolbar to view both a List Price column that shows a list price if it differs from the unit price, as well as the Discount PCT column. This column does not show values for returns or rentals.
FrontLine 7.1.016- May 14, 2026
This release contains maintenance updates.
FrontLine 7.1.015- May 6, 2026
In AP Inquiry, the Payables and Payables Aged reports now have an optional Location GL selector that you can use instead of selecting a specific Location.
You can now unpost a Manual Journal Entry if you have Modify permits for the Journal Entires security context.
Right-click on the Journal Entry and select Unpost Journal Entry from the context menu.
Note: Journal Entries that have JE Dates in Closed Periods, or are on a Bank Reconciliation, cannot be unposted.
Note: Journal Entries that have JE Dates in Closed Periods, or are on a Bank Reconciliation, cannot be unposted.
When a System Journal Entry cannot be posted and you have Modify access for the Journal Entries security context, FrontLine now presents the journal entry to you for revision.
In multi-currency companies, the Balance calculation display in Journal Entries now includes a currency symbol to clarify that this balance is shown in Base Currency even when there are foreign currency JE Lines.
When your company uses the Company Setting "Assign Customer Order Tax GeoCodes Manually per Line Item" in the Built In Tax Options, FrontLine now uses the Customer's Tax GeoCode as the default for a new order, and for Line Items added to the order. You can change this Tax Code in Line Item Details, with security.
FrontLine 7.1.014- May 1, 2026
The "Payables" and "Payables Aged" outputs of AP Inquiry now include the Payable Comments column.
You can now assign foreign currencies when you manually enter Journal Entry lines.
- A Currency column appears next to the Amount column when your company uses multiple currencies.
- Foreign currencies display in orange in this column.
- You can see the foreign currency JE Lines in your company’s base currency using the new Base Currency toggle in the context menu accessed with a right-click. The Base Currency toggle affects the Export Journal Entry function too. When exported in base currency, the currency column is omitted.
Note: The Balance on Journal Entries always displays in base currency.
April 2026
FrontLine 7.1.013- April 24, 2026
You can now run Receivable Statements using an optional Order Location input criteria.
Also, the Receivable Statement summary display now adds a row (highlighted in reverse white on black) with Balance End and Balance All Totals.
FrontLine 7.1.012- April 17, 2026
When emailing recurring bills, the PDF attachment name has been changed so recurring billing attachments now again have unique names using the format Bill-OrderID.
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Some new foreign currency indicators have been added for companies using multiple currencies.
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FrontLine 7.1.011- April 2, 2026
FrontLine now prompts you for confirmation when you save a Scheduler Event with a Start time of midnight. This usually occurs when you create a Scheduler Event from an order, and do not assign a time.
When a Payment is added to a Customer Order, the Payment Line Item is assigned the Location of the AR Order. Now FrontLine also assigns that AR Order Location to the Payment Order Location if the Payment Order Location was not already set.
There is a new option to assign taxes manually per line item:
- To use this feature, in Company Settings, find the Built In Tax Options Company Setting and select to Assign Customer Order Tax GeoCodes Manually, per Line Item.
- To assign tax codes to line items, you must have security in Customer Orders for the new context for Line Tax GeoCode.
- When you add lines to customer orders, they do not contain tax, and the yellow exclamation mark in the Line # column indicates tax codes have not been defined. When taxes are not defined, forms cannot be printed and orders cannot be invoiced.
- You assign tax codes in a new field of Line Details that appears when the company setting to manually assign line tax codes is selected. Open the Line Details, and select the drop down list for Tax Geo Code to select from your list of tax codes. This list contains the codes from the State and Country of the order ship-to address, or bill-to address for a Point of Sale order. You can type leading text of a GeoCode or its description to find a match.
- Use the Next and Previous buttons at the top of the Line Item Details window to toggle through all the lines on your order while assigning Tax Codes.
- Note: Payment line items do not require a Tax GeoCode.
Template notes are now accessed from a Template button in the Notes window.
There is now a Company Setting for Default Activity Reminder:
- In Company settings, find the Default Activity Reminder, and click the ellipses in the Value column to reveal the list of reminder times. Select one or multiple default reminders. Those on the left are times before the activity, and those on the right are times after the activity.
- Once these are selected, new activities you create will be assigned these reminder times by default. These default reminders are displayed at the bottom left of the new activity. Click the reminder text or key F6 to edit reminder times on that activity. You must set a Due Date to use reminders, and if you set no time, the time defaults to noon (12 pm). Note: the agent assigned to the activity must have an email address in their Agent file for this feature to send them an email reminder.
- When entering Activities, you may now assign a time. If you do not assign a time, noon time (12 pm) is automatically assigned. This means that reminders for one or more days prior will be sent to the agent at noon.
- To use this feature, you must have sending email set up in BaseLink. Contact [email protected] for assistance with setups.
- Note: Please do not set the Scheduler Event Reminder, Customer Order Reminder, and Customer Invoice Reminder that have been added to Company Settings. These have been created for future development to send reminders to your customers, and are not yet in use.
March 2026
FrontLine 7.1.010- March 23, 2026
This release contains maintenance updates.
FrontLine 7.1.009- March 17, 2026
The Recurring Billing Output Bills window now includes an Auth column in the list of bills. This column is highlighted in red if a credit card has been declined when automatically charging bills using a card on file. Also, the "Name" column has been moved to the far left, and columns have been modified to improve readability.
There are new security contexts for every Resource Costs field, and changes are now logged. In Setup/Security, select Access Profiles and assign security to each profile that can enter or edit Resource Costs fields.
There is a new LocationID on the Customer Record. If you select a location for a customer, FrontLine will set the location on a customer order when you assign that customer to an order with no manually selected location.
There is also a Location security context in the Customers class of access profiles that you should set to give access to this new default Location ID field.
FrontLine 7.1.008- March 11, 2026
The Tax Report Batch list now hides empty batches by default. There is a new Show Empty Batches entry on the context menu to reveal them.
When you select an Equipment Set tab, the tab is now highlighted in blue to make it easier to see.
Activity Notes are replacing Conversation Notes in FrontLine.
Activity Notes can be associated with Projects, Opportunities, Customers, Contacts, and Orders. You can search these activities by any of these criteria as well as by Agent, Agent Category, Agent Location, Agent Location Group, or Agent Region. This new feature allows you to create and assign Activities, and mark them as completed when they have been done. You can look up a list of your activities for the week, for example, and see a list that is color coded by due date. Green is today’s activities, and activities become more orange the more past due they are and more blue the farther into the future they are. Once marked as complete, the activity has a completed date, and the color is changed to white.
Activity Notes can be associated with Projects, Opportunities, Customers, Contacts, and Orders. You can search these activities by any of these criteria as well as by Agent, Agent Category, Agent Location, Agent Location Group, or Agent Region. This new feature allows you to create and assign Activities, and mark them as completed when they have been done. You can look up a list of your activities for the week, for example, and see a list that is color coded by due date. Green is today’s activities, and activities become more orange the more past due they are and more blue the farther into the future they are. Once marked as complete, the activity has a completed date, and the color is changed to white.
To add an Activity to an Opportunity or Project:
The following instructions use Opportunities as an example, but they may also be used to add Activities to Projects.
The following instructions use Opportunities as an example, but they may also be used to add Activities to Projects.
1. Select an Opportunity, and click the new Activities button. Note, the Activities button displays the number of activities created for that Opportunity.
2. The Opportunity Activities window opens to view a list of Activities for that Opportunity. Use the filter fields at the top of the window to refine your search, and click Go to apply new selections.
3. Click New Activity Note at the bottom of the window to add a new note. Search fields are hidden and Note fields appear to enter the details of the activity. The filter criteria you used are automatically assigned to a new note.
Enter a subject, select a note type, and enter the note. If the activity has already been done, click the Completed checkbox. If not, leave the Completed checkbox unselected. Use the fields below the note to assign this activity to an Agent, and associate this activity with a specific OrderID, and Customer. When a Customer is entered, the Contact and Opportunity drop down lists allow you to select a Contact as well. Select the Due date for the activity and click Save.
Enter a subject, select a note type, and enter the note. If the activity has already been done, click the Completed checkbox. If not, leave the Completed checkbox unselected. Use the fields below the note to assign this activity to an Agent, and associate this activity with a specific OrderID, and Customer. When a Customer is entered, the Contact and Opportunity drop down lists allow you to select a Contact as well. Select the Due date for the activity and click Save.
Click the Opportunity label to toggle to Project if you would like to assign an Activity to a Project. When toggled, any selected project or opportunity is cleared.
4. The activity list expands to display additional activities as they are added.
You can also add Activities from other places in FrontLine where you can add notes. For example, in the Order Note of a Customer Transaction, the Activity Notes button appears to add activities related to an Order. The Order ID, Customer, and Agent become the search by criteria.
Click New Activity Note to add additional Activities related to this Order.
The same Activity Notes button also appears when viewing Customer Notes in Customer Maintenance. Here you can look up all Activities related to a customer and add additional Activities. When you open Contacts in the customer record, the Contact Note also provides access to view and create Activities. When adding notes to Receivables in AR, you can also add Activities to manage follow-ups.
February 2026
FrontLine 7.1.007- February 6, 2026
Transaction Inquiry now has an Adjustment type selector so you can look up Adjustments separately from Purchases.
FrontLine 7.1.006- February 4, 2026
You can now go straight to Account Inquiry from Bank Reconciliation, and the Bank GL Account is pre-selected. Right-click in the Bank Reconciliation results and select Account Inquiry from the context menu.
ATM (PIN Debit) refunds using SquareUp are now submitted to the Square Terminal so you can collect the PIN.
In the Inventory Valuation there are now menu entries for Compare 2 Valuations. The three options offered are:
- Only Differences shows values that are different (this is the original default comparison)
- Only Equals shows values that are equal
- All Rows shows both values that are different and values that are equal
You can now filter your Opportunities list by Stage. In the Opportunity List Criteria, select a stage from the drop down list to only see opportunities at that stage. Stage is also used as the secondary sort value.
An Opportunity's Stage is now shown in the Opportunity list. Gray text on the right of the Opportunity Description column displays the Stage.
January 2026
FrontLine 7.1.005- January 30, 2026
You can now export a list of equipment when looking at service contract details.
- In an E.Set, select the contract line, right-click, and choose Details to open the Service Contract window.
- Right-click in the Customer Equipment list on the left side of the window, and select Export Equipment List from the context menu.
FrontLine 7.1.004- January 27, 2026
This release includes graphical interface upgrades.
Project Details now provides more information for Vendor Invoices connected to a Project. GL Distribution line item details now appear in the "Stock Number" column and Vendor ABC in the "Customer Number" column.
When you toggle a quote to an order, FrontLine now notifies you if any items on the order have an On Hold, Clearance, or Discontinued status.
You can now assign security to change the Scheduled date of a Partially Invoiced Order using the Change Scheduled Date function on the Scheduled drop-down menu.
Assign Modify permits for both the Scheduled and After Check Out security contexts in the Customer Orders Class to give this access. |
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The line item flag bar between the order line items and footer (highlighted in yellow in the image below) is now hidden.
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Right-click in the line items grid and select Show Line Flags on the line item context menu to reveal it again.
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FrontLine 7.1.003- January 22, 2026
This release contains maintenance updates.
FrontLine 7.1.002- January 20, 2026
In Budgets and Forecasts, you can now Create Budget using zero in the Total Revenues and Total Expenses fields. A drop-down arrow beside the New Budget button now provides options for you to Create Fiscal Year nnnn Budget based on the prior year using either blank values (typically to import a budget) or prior year actual values.
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You now have more options to allow forms to be printed when an order has no tenders.
- In Company Settings, click the ellipses in the Value field for On Account Tenders & AR to open On Account and Receivable Payment Options.
- You can now select to Print Pick/Ship/Delivery Tickets without Tendering and to Print Sales and Service Orders without Tendering.
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Closed Vendors have been removed from the Primary Vendor and Repair Vendor drop-down selection lists in Items maintenance and from Vendor drop-down lists in Miscellaneous Purchases auto-gen.
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Inventory Valuation no longer outputs currency symbols.
The Square integration now triggers the Square Terminal when you select the built-in ATM (aka PIN Debit) tender type.
The Form 1099 Payments Summary quick report now prompts you for an optional Start Date and End Date when you do not specify a Calendar Year. You can select both Start Date and End Dates, or just enter one date to be open-ended in the other direction.
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FrontLine 7.1.001- January 12, 2026
Purchase limits no longer stop you from printing Receiving documents in Forms for Orders. Before this revision, you could not print anything if the order total was greater than your assigned purchase limit.
The Tax GeoCode drop-down list in Tax Detail maintenance is now sorted alphabetically.
When comparing two Inventory Valuations, you can now see Last Received and Last Sale columns in the output.
Hold down the Ctrl key when clicking Compare 2 Valuations to output all rows, rather than just those that show differences.
Hold down the Ctrl key when clicking Compare 2 Valuations to output all rows, rather than just those that show differences.
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Transaction Inquiry has been enhanced to include two new Type selectors for Quotes and Transfers. If Transfers is selected, an optional input criteria for Source Location is added, and also included as a column in output. Your sticky column arrangement may be disrupted due to the added column, but it will stick once you rearrange it.
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December 2025
FrontLine 7.0.133- December 22, 2025
This release contains maintenance updates.
FrontLine 7.0.132- December 17, 2025
Recurring Billing Unearned Revenue is disabled for bill frequencies shorter than a month. This feature is only for periods of multiple months.
In Bank Deposits you can now Add Tagged Card Tenders that were captured on a given day for a selected Order Location into a Pending Deposit for the matching bank account. This is to facilitate Bank Reconciliation of card payment tenders received through the Square payment gateway.
- Create a new bank deposit batch, or open a pending deposit.
- Click Add Tagged Card Tenders, and FrontLine reveals the Tender Location and Captured field.
- Select the Location the tender was processed and date the tender was Captured, and FrontLine displays the number of tagged card tenders available for those criteria in the yellow banner above the bank deposit list.
- Click the yellow banner, and FrontLine will add the card tenders collected at that location and on that date to the Bank Deposit.
- You can remove any card tender by moving it to a different bank deposit batch.
- Card tenders that are already on a Bank Reconciliation cannot be added to a Bank Deposit.
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The red X in the upper right corner of the Welcome window has been expanded to read "Quit". Also, the login window Exit button has been relabeled "Quit". Both of these are still used to close the FrontLine application.
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FrontLine 7.0.131- December 5, 2025
FrontLine now has a version tag in the database. When you log in or attempt to open Customer Transactions or Purchasing from the Welcome window, if you are using a different version, you are notified that your version doesn't match the expected version. If this occurs, quit FrontLine, and relaunch it from the FrontLine icon.
Projects and Opportunities now have a Location ID.
- Select this location in the Edit Project and Edit Opportunity details.
- FrontLine does not require the Location of an Order to match the Location of the Project or Opportunity it is assigned to.
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There are new security contexts for making changes to the Opportunity, Project, and Project Phase on a Customer Order. Assign Read, Add, Modify, Delete security for these in the Customer Orders Class to allow users to edit these on Customer Orders.
FrontLine now asks you for confirmation when you change the Project or Project Phase on a completed Customer Order.
There is a new security Class for Opportunites to separate this access from Projects. Assign security for Opportunities to those using CRM.