2024-06-05
· 3 min read
Ben Vandenbosch
Product ManagerSystem-specific:
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- Added support for writing Projects
- Added support for automatically using the latest API version available on linked accounts
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- Added support for writing Subcontracts when autonumbering is turned on
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- Added support for writing AR Invoices with retention
- Added support for reading and writing Purchase Order Change Orders
- Added support for reading
termson Vendors - Added support for reading and writing Timecard Entries
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- Added support for
current_amounton Budget Line Items
- Added support for
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- Added support for reading Contacts
- Added support for writing AP Invoices in bulk
- Added support for reading Job Costs
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- Various performance optimizations, incuding Prime Contracts
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- Added support for automatically creating SM Customers when creating Work Orders
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Miscellaneous API Improvements:
- Added support for
SELECT DISTINCTin SQL Passthrough Requests - Added support for
LIST ROLESandLIST PERMISSIONSin 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
- Added support for
ERP Sync:
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Autodesk Build and QuickBooks Desktop
- Added support for writing Budget Line Items from Autodesk Build to QuickBooks Desktop ("Estimates")
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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
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- 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
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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
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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
- Procore records are now marked as synced with an ERP (via
