Version 26W04 Released

Fixes

[VA-9905] - Bank Reconciliation From and To Date filters do not keep the dates the user selects after clicking on update
[VA-10141] - Cannot make user inactive

Release Notes

[VA-9943] - Create expense report from credit card OFX imports.

• The user can upload OFX files from tools, imports, and exports—Bank Transactions OFX format. Then, the user will review the list of OFX transactions in the /ofx_transactions view. Allow the user to select one or more items in the list and create an expense report from them. This is only available for firms with the feature expense enabled.
• See the mock attached. There is a checkbox for the user to choose one unposted OFX transaction at a time, and also a select all to select all unposted transactions in view. The user will click on Add to Expense Report button, and the user will be asked to choose in a modal window which expense report to add to, or the user can create a new expense report in the modal.
• When an OFX transaction is added to an expense report, we will create a matching expense record from the OFX transaction. Add a foreign index in the expense record to link to ofx transaction
• After ofx transaction is added to an expense report, we will show the status of the OFX transaction in the expense report at the header of each OFX transaction. See mock. Also, add an option to remove the transaction from an expense report. A transaction cannot be added to another expense report if it is already in one. If an OFX transaction is removed from an expense report, the associated expense record is also deleted.
• Ofx transaction can be deleted, so we need to create a callback to delete the matching expense record (unless the expense record is already paid).
• On this page, the user can also choose to show posted ofx transaction, we need to make the options to add to the expense report available for posted OFX transactions. also the option to remove from the expense report.

[VA-9960] - Copy customer po to internal ref when creating PO from SO

• When a user creates a PO from SO, Versa will now copy over the customer PO into the internal ref on the PO. You can create a PO from the more drop down menu when viewing a SO.