Major Features

 

General Ledger

(B-77884) Option to only record Retained Earnings entries if Income Statement accounts are present in the transaction – Allows multi-department systems to avoid retained earnings activity on branch-level retained earnings accounts when the transaction does not affect the Income Statement. Though any journal hitting Net Income will still generate such entries, this will restrict unwanted branch-level retained earnings activity for situations where it’s not useful to have such activity—essentially, if the only accounts affected in a transaction are balance sheet accounts (assets, liabilities, and owner’s equity), with this setting enabled, Spruce won’t make a retained earnings entry, even if departments vary and branch mapping is enabled.

(D-62063) If no GL department section is made for the Balance Sheet or Income Statement reports the report will be run for all departments. In this case “All Departments” will be shown in the output instead of a list of all departments.

 

Inventory

(E-10935) Added Functionality for Hardwood Units / Packs – New functionality allows hardwood timbre to be handled and sold in a variety of ways, including as full packs, or as split orders. These changes affect the Sales, Order, and Inventory processes for hardwood packs in Australia.

(D-69437) Entering the single quote (‘) character in the lot field when receiving a lot-location item no longer results in an error.

(D-68997) Random Length and Sheet Metal tally descriptions now show quantities and lengths.

(D-63340) Special order labels printed from a Dymo will now print five lines (225 characters) when using the Description5 field.

(D-63336) When updating on-order quantities and considering transfers out, include only those with an “open” status.

(D-59684) For UK users within the Code Definitions screen the default piece and default cubic meter fields will now appropriately populate. For all users all label headings are now visible, and duplicate values are no longer allowed.

(D-70125) Some tabs in the POS F12 Process / remittance form were being colored inconsistently. Addressed this and made all tabs the same color.

(D-65625) When importing a count worksheet, sorting in Physical Counts will now match that in the worksheet.

 

Miscellaneous

(D-84560) (UK Only) UK VAT Electronic Submission Fraud Prevention Headers – In compliance with the United Kingdom’s HMRC regulation changes dated 6 January 2021, submission of VAT information now includes mandated Fraud Prevention Headers.

(E-11626) Retained Earnings Options Added - Your company can now choose to record earnings across branches as a single balance sheet or continue to operate branches as separate entities using a new General Ledger parameter (Branch Retained Earnings – Income/Expense Only).

(B-78549) The software will no longer print a blank page after the printing of each document when the A4 paper size is used.

(E-11554) New AP Check Format for Trinidad. Spruce can now produce Accounts Payable checks that comply with the standard check formats in Trinidad. Details of this change will be covered in the Change Log (B-88107).

 

Security

(E-11479) To improve security of our systems, we now only allow specific Window file types to be uploaded and viewed as document attachments. These file formats are specified in the Change Log.

(B-83743) Added restrictions on the ability to attach potentially dangerous file types within the Spruce Attachments database.

(B-83742) Removed the URL from “Help, About”. The link text remains.

(E-11861) Correction of Beta-Identified Items. These items are covered in the Change Log section, D-71344, D-71353, D-71412, D-71417, D-71420, D-71575, D-71841, D-71958, and D-72179.

 

Payables

(D-65019) When processing a Payable and selecting a receipt that is not linked to a purchase order (PO), use the selected pay-to vendor's default terms code and calculate and display the terms discount if any.

(D-63027) Selecting the “Use Local Date Format” option from Parameters, Setup, Options, Miscellaneous now also ensures that the local currency symbol is used in the Billing Entry form.

(D-68849) The “Payables: Open Receipts” Report run with selected branches will now only include receipts processed at the given branches.

(D-66380) We no longer validate the email address for direct ship email notifications. The software will attempt to send notifications to whatever address it finds on record.

(B-84585) Default Currency for Payables Scheduling – If Multi-currency is enabled on a system and a vendor with a non-store-default currency is listed in the Accounts Payable Schedule Payments grid, payment amounts displayed will now be in the vendor’s currency, resulting in totals for currency-specific check runs that accurately reflect what will be paid in the checking account’s currency. In addition, the “Pay Amount” column heading will be “Foreign Amt” to highlight the display of amounts in the foreign currencies, and foreign-currency discounts and amounts will be displayed in blue for clarity.

(B-84587) Payables Scheduling - The estimated discount [“Disc (est)”] and pay amount columns in the Payables, Schedule Payments form will now display in the given vendor’s currency instead of the user’s local currency. Additionally, any currency which is not the local currency will be easily identifiable as it now renders in blue font.

 

Point of Sale

(E11717) Generate Special Orders from Material Lists: There is a new option in Quotes and Orders that allows a user to build a special order directly from a material list. The resulting special order will include a selection-based description, price, and cost for a unit (window, door, or anything else a store may buy from a local manufacturer). Selections are made from a material list, and a new checkbox option allows the user to designate that the results should be generated as a special-order item rather than the normal list of items. After the user selects a special-order item code and accepts the selections, the generated special-order acts like any other special order item, including the ability to designate a purchase order at POS. If the special-order item has a cost percentage, that will override the calculated cost.

(E-10928) Multi-Currency Default Added to POS Totals, Payables Scheduling – Adding support for multiple currencies in Point of Sale entry, Orders, Quotes, Advice Notes, Charge Returns, and Schedule Payments, including appropriate currency symbols in most cases.

(D-61787) Air Miles: when processing a Receive on Account payment for an Air Miles customer the tax is now correctly calculated.

(D-68541) ACE Instant Savings no longer apply discount to point of sale transactions for Ace Instant Savings unless there is an active promotion.

(D-66057) When a Hire Purchase (Rent to Own) contract has more than one active invoice eligible for principal adjustments, we now apply principal to both (or all) invoices with remaining principal and apply the proper amount to each invoice.

(D-67580) Added extra logic, user messaging, and graceful handling of adjustment codes in POS transactions where there exists potential for duplication due to a default adjustment code existing on an included customer account.

 

Vendor EDI

(D-67341) Corrected an issue that was causing unpredictable behavior when loading Ace item images.

(D-68091) Addressed a problem in EJD purchase order submission related to the new promotion number feature which was preventing correct submission of purchase orders.

(D-59634) When a replacement item is received during PO Update for Orgill, don't add a new item if we can retrieve an existing replacement SKU using the SKU or barcode.

 

eCommerce API Enhancements

 

Made a number of changes to the eCommerce API for improved functionality and additionally improved API stability:

(E-11534) We have upgraded our AP Billing invoice process to correct a data issue that resulted in incorrect remaining amounts; added some user notifications when system and branch parameters change; updated a default namespace for the VendorQORequest web service to prevent errors.

(E-11536) Auto-Processing option: Added an option to directly generate Customer Orders in POS rather than requiring a sales associate to bring order requests into POS and process them before they are saved as Orders.

(E-10914) New function to allows retrieval of customer document information and PDF copies – the API now supports retrieval of summary information and full PDF copies of Sales Invoices, Open Tickets, Direct Invoices, Customer Orders, Direct Orders, Customer Quotes, Charge Returns, Cash Payments, Cash Payouts, Installed Sales, and A/R Statements.

(E-11059) Added Tally Support – The API now returns tally information including length, width, and depth, as well as tally type (1=Random Length; 2=Pull to Length, including child item list; 3=Sheet Metal). Tally information can also be returned through the API so tally items show up in Point of Sale as they would if typed in directly.

(E-10912) Added Special Order support – Allows submission of special-order items to the POS through the API.

(B-86470) Added Notifications – Added new “Notify User or Group” parameter to allow a group or individual to receive eCommerce order submission notifications.

(B-87135) eCommerce Quotes and Orders Report – New Active Report to allow review of eCommerce quotes and orders, with date range, branch, document type, account, job, and minimum/maximum transaction amount filtering and an option to show item details.

(B-87132, B-87134) eCommerce Inquiry Improvements – New options in the Point of Sale > eCommerce inquiry to allow filtering by date range, processed or pending status, Account/Job, and Dollar Value Range; added hyperlinks for Document # for eCommerce-originated orders.

(E-10924, E-10926, E-11516) Added Data Availability through the API – Added item on-hand quantity, quantity break pricing information, and job-level contract pricing information to associated API calls.

(E-11133) Added Status retrieval for placed order requests – Status can be used to determine when the customer is charged (such as during customer pickup or delivery) when payment has been applied in the POS.

(E-11446) Corrected: Order and Quote Totals not Recalculated on Import. We have corrected the issues that caused order and quote totals to be recalculated when they were imported through the API into Spruce. This includes the ProLink DIB BOPIS orders.

(E-11555) Update to HMRC Fraud Prevention Headers. We have updated the fraud prevention headers in our HMRC web services to comply with HMRC requirements. We have also added a new test method to help you verify that the fraud headers are be used successfully in both test and production environments.

 

eCommerce Stability Changes

(D-64378) The e-Commerce API parameter form’s “Tax Code” and “Default SKU” selection boxes now populate.

(D-65112) The ItemDetail model now contains the full item description rather than the short description.

(D-65312) The GetItemDetail method will now correctly return information for the indicated item, as opposed to the first item in inventory.

(D-69452) We no longer prevent the manual import of an e-Commerce generated order request based on account activity / inactivity.

(D-70949) Branch IDs of any length up to the 4-character maximum are now supported.

(D-71099) Units of measures in requests are no longer case sensitive.

Note: As of Version 12.18.4, the methods, GetTaxLocations and GetTaxLocationDetail, have been deprecated. More information will be in the ECI E-Commerce API Guide.