Release Notes

[VA-9964] - Email enhancement for the opportunity to upload new files on the fly

• The user can email a certain model in Versa. like Invoice, Opportunity (order model with order type ID). 
• When emailing such records, Versa assumes the user wants to email the main document (as PDF), like invoices, sales orders, etc., and the user cannot upload a new file to include in the email, like a regular email.
• When emailing about an opportunity, this is especially important as the user wants to track notes about an opportunity, and there is no need to include the opportunity as a PDF every time. So Versa will allow users to upload a file during the new email view, the uploaded file will be associated with the main document, and will be available to be selected as an attachment to the new email. for emailing of opportunity, the user can uncheck the checkbox to include the opportunity as a PDF, and it should be unchecked by default, as it makes little sense to email the opportunity to the customer as a PDF. 
• The new email view is shared across multiple models. investigate the code first, and let's discuss

[VA-10035] - In the payment disbursement area of account reconciliation, show the amount in the currency of the bank account being reconciled

• Versa on 

[VA-10036] - Allow the contra-revenue account to be selected as a balancing account for the Inventory adjustment

• Versa now enables using contra-revenue account to be selected as balancing account for Inventory adjustment

[VA-10040] - After un-posting an accounting transaction, the user should be redirected back to the draft accounting transaction if one is created.

• Currently, in Versa user is redirected back to the accounting transaction listing page, but now user will be re-directed back to the draft accounting transactions.

[VA-10045] - Add reconciled flag to accounting transaction detail report

• If all the accounting transaction detail for an account transaction is reconciled (included as cleared in a reconciliation) show the label yes other No. This column is blank for accounts that cannot be reconciled (subtype that is non cash)

[VA-10048] - Misc. Payment screen enhancement

Draft Payment Disbursements - Changes Summary

Overview

This document summarizes the changes made to the Draft Payment Disbursements feature.

1. Payment Method Selection

Change: Added a required Payment Method field to the draft payment disbursement form.

Details:

• Payment Method is now a required field (marked with asterisk *)
• Users must select a payment method (Cheque, Cash, Credit Card, etc.) before saving
• Payment method options are displayed in a dropdown select field

2. Cheque Number Field

Change: Cheque number field has been repositioned and its visibility is now controlled by the payment method selection.

Details:

• Cheque number field is now positioned next to the Payment Method field (same row)
• Field only appears when "Cheque" is selected as the payment method
• Field is hidden for all other payment methods (Cash, Credit Card, etc.)
• Field only shows if the selected cash account has a cheque number counter

3. Auto-Fill Cheque Number

Change: Cheque number field now automatically fills with the next available cheque number.

Details:

• Auto-fills when "Cheque" payment method is selected (if cash account has cheque counter)
• Auto-fills when cash account is changed (if payment method is Cheque)
• Auto-fills on page load (if payment method is Cheque and cash account is selected)
• Users can manually clear the cheque number field
• If user clears the cheque number and saves, it will NOT auto-fill again until:
  • Cash account is changed, OR
  • Payment method is changed away from Cheque and back to Cheque

4. AJAX Operations for Application Lines

Change: Adding and deleting payment disbursement application lines now uses AJAX instead of full page refreshes.

Details:

• Adding Lines: When a new application line is added, only the line list, form, and total amount are updated without refreshing the entire page
• Deleting Lines: When a line is deleted, only the line list and total amount are updated without refreshing the entire page
• Success/error messages appear briefly after each operation
• Total amount updates immediately in both words and numeric format

5. Post Payment Button Visibility

Change: Post Payment button now dynamically appears/disappears based on whether application lines exist.

Details:

• Button appears when at least one application line is added
• Button disappears when all application lines are deleted
• Button visibility is updated automatically via AJAX when lines are added/deleted

6. Form Dirty State Tracking

Change: System now prevents posting payment if there are unsaved changes to the header form.

Details:

• Tracks changes to header form fields (date, reference, payment method, cash account, etc.)
• If user makes changes to header form but hasn't clicked "Update", and then tries to click "Post Payment", an alert appears: "Please save the changes first before posting payment"
• Post Payment is blocked until changes are saved
• Form dirty state resets after clicking "Update"

7. Posting Payment Improvements

Change: Improved handling of cheque number when posting payment.

Details:

• Payment can be posted with or without a cheque number (when Cheque payment method is selected)
• Payment can be posted with non-Cheque payment methods (no cheque number required)
• System handles cases where cheque number field is empty gracefully

8. Multiplier/Exchange Rate Field

Change: Multiplier field visibility is now more intelligent.

Details:

• Field is hidden when selected cash account has the same currency as the internal organization
• Field is shown when currencies differ
• Field is hidden when no cash account is selected
• Field label now shows exchange rate direction (e.g., "1 CAD (Foreign currency) = ? USD (home currency)")

9. Amount Display Visibility

Change: Amount display now hides when appropriate.

Details:

• Amount display ("Zero Dollars and Zero Cents $0.00") is hidden when:
  • No cash account is selected, AND
  • No application lines have been added
• Amount display updates immediately when lines are added/deleted (via AJAX)
• Amount shows in both words and numeric format

[VA-10050] - Customer/Supplier Not Showing Up on Certain Transaction Types

• Show the supplier name user has chosen from the OFX transaction listing view in the accounting transaction list view. Also shows the supplier/customer chosen when doing a Misc. Payment .
• This requires updating posted accounting transaction. We will go back from 2024-1-1 and update accounting transaction posted since then.
• Versa has also update accounting transaction list to show Post Cheque as Post Check for US based firms.

[VA-10052] - Customer/Supplier Not Showing Up on Certain Transaction Types

• Versa has made a few changes to the GL Accounts Index View.
• Actions dropdown: Consolidated Edit, View Transactions, Delete, and Report Group edit into a single Actions dropdown per row. Actions column moved to the last column and right-aligned.
• Report Group inline editing: Report Group column now has inline editing. Click the pencil icon (visible on first row, appears on hover for other rows) to show a dropdown with Save/Cancel. The form appears inline in the same cell.
• Description display: Replaced the jQuery dialog with a Bootstrap tooltip. Hover the info icon to see the description and GIFI code.
• Column reordering: Currency column moved to immediately after Account Name.
• Use In Entities tooltips: Hovering over the colored squares shows a tooltip with the internal organization name.