2024-06-05

System-specific:

• Acumatica

  • Added support for writing Projects
  • Added support for automatically using the latest API version available on linked accounts

• CMiC

  • Added support for writing Subcontracts when autonumbering is turned on

• Foundation

  • Added support for writing AR Invoices with retention
  • Added support for reading and writing Purchase Order Change Orders
  • Added support for reading terms on Vendors
  • Added support for reading and writing Timecard Entries

• Procore

  • Added support for current_amount on Budget Line Items

• Sage 300 CRE

  • Added support for reading Contacts
  • Added support for writing AP Invoices in bulk
  • Added support for reading Job Costs

• Viewpoint Spectrum

  • Various performance optimizations, incuding Prime Contracts

• Viewpoint Vista

  • Added support for automatically creating SM Customers when creating Work Orders

• Miscellaneous API Improvements:

  • Added support for SELECT DISTINCT in SQL Passthrough Requests
  • Added support for LIST ROLES and LIST PERMISSIONS in SQL Passthrough Requests to determine a linked account's scope
  • Added an On-Prem Connection Wizard for helping diagnose connection issues with on-prem systems

ERP Sync:

• Autodesk Build and QuickBooks Desktop

  • Added support for writing Budget Line Items from Autodesk Build to QuickBooks Desktop ("Estimates")

• Autodesk Build and Sage 300 CRE

  • Added support for writing Cost Codes and Cost Types from Sage 300 CRE to Autodesk Build
  • Added support for writing Subcontracts from Autodesk Build to Sage 300 CRE
  • Added support for writing Purchase Orders from Autodesk Build to Sage 300 CRE
  • Added support for writing Change Orders from Autodesk Build to Sage 300 CRE
  • Added support for writing AP Invoices from Autodesk Build to Sage 300 CRE

• Procore and Acumatica

  • Added support for writing Projects from Procore to Acumatica
    • Added support for writing Projects to Acumatica with Project Templates
  • Added support for writing Vendors from Acumatica to Procore
  • Added support for writing Customers from Acumatica to Procore

• Procore and Foundation

  • Added support for writing Job Costs from Foundation to Procore
  • Added support for writing Commitment Change Orders from Procore to Foundation
  • Added support for writing Customers from Foundation to Procore
  • Added support for writing Employees from Foundation to Procore

• Procore and Sage 100 Contractor

  • Added support for writing Prime Contract Change Orders from Procore to Sage 100 Contractor
  • Added support for writing Job Costs from Sage 100 Contractor to Procore
  • Added support for writing Customers from Sage 100 Contractor to Procore

• Miscellaneous ERP Sync Improvements:

  • Procore records are now marked as synced with an ERP (via origin_id)
  • Users can subscribe to a daily summary email of all attempted syncs for better error visibility. A description of the most common errors is also displayed.
    • Navigate to the Users page to subscribe
  • Project templates can now be applied with custom logic
  • The data types in the sidebar are now grouped by module
  • Units of Measure can be linked across sytems