Version 26W03 Released

Fixes

[VA-10126] - Sales Agent and Additional agent are not populating correctly

[VA-10135] - Purchase orders marked as historical still show up on the Sales Velocity Report

Release Notes

[VA-10128] - Save a backup of the widget settings by the  user

• The system will save changes to the dashboard setting (by dashboard). The user can click on a link to view the setting history when customizing the dashboard. This will show a list of history, and the  user can choose to restore to any previous version

[VA-10131] - User can use the undeposited funds account with no currency restriction

Feature: Undeposited Funds - Currency Flexibility & Optional Receipt Batch

Summary

This feature makes Undeposited Funds accounts more flexible in two ways:

1. Currency Flexibility: Undeposited Funds GL accounts can now be used regardless of currency - they will appear in the cash account dropdown even when the invoice/order is in a foreign currency
2. Optional Receipt Batch: A new organization setting allows payments using Undeposited Funds to be posted directly without requiring a Payment Receipt Batch

• For this, Versa has added a setting in Settings → Payment Receipts section> Receipt Batch Optional for Undeposited Funds
• Tooltip: "When enabled, a Payment Receipt Batch is not required when using Undeposited Funds. This allows payments to be posted directly without grouping into a batch first."
• Payment Receipt Batch is Optional When Setting Enabled. A Pre-requisite: Enable "Receipt Batch Optional for Undeposited Funds" in Settings
• Payment Receipt Batch - Still Required When Setting Disabled. Pre-requisite: Disable "Receipt Batch Optional for Undeposited Funds" in Settings (or default behavior)

[VA-10132] - Allow the user to replace the liability. account of an existing tax

• In Versa, we create a new tax account as a sub-account under the default Taxes Payable account. User wants to be able to use another account they made themselves.
• For this, Versa has added the button to the tax edit page to allow users to choose an account to replace the default account.