21 posts tagged with "QuickBooks Desktop"

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

System-specific:

• Procore

  • Added support for reading and writing Actual Production Quantities
  • Added support for reading and writing Budget Production Quantities
  • Added support for reading AR Invoices

• Sage 100 Contractor

  • Added support for the Canada edition

• Sage 300 CRE

  • Improved performance when writing line items in bulk for Purchase Orders, Subcontracts, and Change Orders
  • Added support for creating commitment line items when writing Change Order Line Items

• Viewpoint Spectrum

  • Added support for reading and writing Actual Production Quantities

  • Added support for reading and writing Budget Production Quantities

  • Added support for creating new Subcontract Line Items when writing Subcontract Change Orders

ERP Sync:

• Autodesk Build and Sage 100 Contractor

  • Added support for writing AP Invoices from Autodesk Build to Sage 100 Contractor

• Autodesk Build and Sage 300 CRE

  • Added support for writing Projects from Sage 300 CRE to Autodesk Build
  • Added support for writing Vendors from Sage 300 CRE to Autodesk Build
  • Added support for writing Customers from Sage 300 CRE to Autodesk Build

• Procore and Foundation

  • Added support for writing Subcontracts from Procore to Foundation
  • Added support for writing Purchase Orders from Procore to Foundation

• Procore and QuickBooks Desktop

  • Added support for writing AR Invoices from Procore to QuickBooks Desktop
  • Added support for writing Vendors from Procore to QuickBooks Desktop
  • Added support for writing Projects from Procore to QuickBooks Desktop
  • Added support for writing Budget Line Items from Procore to QuickBooks Desktop
  • Added support for writing Customers from QuickBooks Desktop to Procore

• Procore and Viewpoint Spectrum

  • Added support for updating Timecard Entries from Procore to Viewpoint Spectrum
  • Added support for writing Job Costs from Viewpoint Spectrum to Procore
  • Added support for writing Budget Production Quantities between Viewpoint Spectrum and Procore (either direction)
  • Added support for writing Actual Production Quantities between Viewpoint Spectrum and Procore (either direction)

• ServiceTitan and Viewpoint Spectrum

  • Added support for writing Customers from ServiceTitan to Viewpoint Spectrum

• Miscellaneous ERP Sync Improvements:

  • Automation settings for syncing new records and updating already-linked records are separated for more granular control
  • The most recent error for each record is now shown in the sync table for improved visibility and faster resolution
  • Default filters set by your Agave onboarding rep are now displayed on the sync pages
  • Added support for manually updating records in bulk

System-specific:

• Autodesk Build

  • Added support for reading AR Invoices
  • Added support for reading Change Events ("Potential Change Order")

• CMiC

  • Added support for reading and writing Change Events ("Potential Change Items")
  • Added support for reading and writing Prime Contract Change Orders ("Owner Change Orders")

• Foundation

  • Added support for reading and writing Commitment Change Orders
  • Added support for reading Job Costs

• Procore

  • Added support for reading and writing Expenses ("Direct Costs")
  • Added webhooks support for AP Invoices, AR Invoices, Expenses and Timecard Entries

• Sage 100 Contractor

  • Added support for reading Prime Contracts

• Sage 300 CRE

  • Added support for writing Change Order Line Items in bulk

• QuickBooks Desktop

  • Added support for reading and writing Vendor Credits as AP Invoices

• Viewpoint Spectrum

  • Added support for hire_date and termination_date for Employees

ERP Sync:

• Autodesk Build and CMiC

  • Added support for writing Change Events from Autodesk Build ("Potential Change Orders") to CMiC ("Potential Change Items")
  • Added support for writing Prime Contract Change Orders ("Owner Change Orders") from Autodesk Build to CMiC

• Autodesk Build and Foundation

  • Added support for writing Job Costs from Foundation to Autodesk Build ("Expenses")
  • Added support for writing Subcontract Change Orders from Autodesk Build to Foundation

• Autodesk Build and QuickBooks Desktop

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

• Autodesk Build and Viewpoint Vista

  • Added support for writing AR Invoices from Autodesk Build to Viewpoint Vista

• Procore and Sage 100 Contractor

  • Added support for writing Subcontracts from Procore to Sage 100 Contractor
  • Added support for writing Purchase Orders from Procore to Sage 100 Contractor
  • Added support for writing Subcontract Change Orders from Procore to Sage 100 Contractor
  • Added support for writing Prime Contracts from Sage 100 Contractor to Procore

• Procore and Viewpoint Spectrum

  • Added support for writing Employees from Viewpoint Spectrum to Procore
  • Added support for writing Prime Contract Change Orders from Procore to Viewpoint Spectrum
  • Added support for writing Customers from Viewpoint Spectrum to Procore
  • Added support for writing Timecard Entries from Procore to Viewpoint Spectrum
  • Added support for writing Job Costs from Viewpoint Spectrum to Procore ("Direct Costs")

• Miscellaneous ERP Sync Improvements:

  • Updated registration and email verification workflow for easier user setup
  • Added support for separate Cost Code, Cost Type, and Sub Job (Autodesk only) syncs
  • Improved support for translating units of measurement between systems
  • Various UI improvements: improved table scrolling, log page improvements, and more

System-specific:

• Acumatica

  • Added support for reading termination_date on Employees

• COINS

  • Added support for reading Subcontracts
  • Added support for filtering by source_update_time on all models
  • Added support for reading Budget Line Items

• Foundation

  • Added support for filtering by status on Projects
  • Added support for reading unit_of_measure on Budget Line Items

• Procore

  • Added support for writing Prime Contracts
  • Added support for reading markup_amount on Change Orders and Change Order Line Items

• QuickBooks Desktop

  • Added support for address types on Customers

• QuickBooks Online

  • Added support for address types on Customers

• Sage 100 Contractor

  • Added support for attachments on AP Invoices
  • Added support for reading quantity on Budget Line Items with the labor cost type

• Viewpoint Spectrum

  • Added support for reading and writing Subcontract Change Orders
  • Added support for reading and writing Prime Contracts
  • Added support for reading Job Costs

ERP Sync:

• Autodesk Build and Viewpoint Vista

  • Added support for writing Prime Contract Change Orders from Autodesk Build to Viewpoint Vista

• Procore and Viewpoint Spectrum

  • Added support for writing Prime Contracts from Viewpoint Spectrum to Procore
  • Added support for writing Prime Contracts from Procore to Viewpoint Spectrum
  • Added support for writing tiered Cost Codes from Viewpoint Spectrum to Procore
  • Added support for writing Budget Line Items from Procore to Viewpoint Spectrum
  • Added support for writing Subcontract Change Orders from Procore to Viewpoint Spectrum

• Miscellaneous Improvements:

  • Manual unlink actions are now supported in the "Logs" tab

System-specific:

• Foundation

  • Added support for reading Prime Contracts
  • Added support for reading AR Payments
  • Added support for reading Owner Change Orders
  • Added support for writing Customers
  • Added support for writing Projects
  • Added support for writing Employees

• HCSS HeavyJob

  • Added support for reading and writing Cost Codes
  • Added support for reading and writing Cost Types
  • Added support for reading and writing Budget Line Items
  • Added support for reading and writing Assets

• QuickBooks Online

  • Added support for referencing Purchase Orders on AP Invoice Line Items

• QuickBooks Desktop

  • Added support for reading and writing Timecard Entries

• Sage 100 Contractor

  • Added support for reading and writing Prime Contract Change Orders
  • Added support for writing attachments for AP Invoices

• Sage 300 CRE

  • Added support for writing Budget Line Items

• Viewpoint Spectrum

  • Added support for writing Subcontracts

• Viewpoint Vista

  • Added support for reading and writing Timecard Entries that are not costed to a job
  • Added support for year on Assets for improved equipment tracking

ERP Sync:

• Autodesk Build and Foundation

  • Added support for writing Purchase Orders from Autodesk Build to Foundation

• Autodesk Build and QuickBooks Desktop

  • Added support for writing Timecard Entries from Autodesk Build to QuickBooks Desktop
  • Added support for writing Projects from QuickBooks Desktop to Autodesk Build

• Autodesk Build and Sage 100 Contractor

  • Added support for writing Prime Contract Change Orders from Autodesk Build to Sage 100 Contractor

• Autodesk Build and Viewpoint Vista

  • Added support for writing Customers from Viewpoint Vista to Autodesk Build

• Procore and Sage 100 Contractor

  • Added support for applying standard cost codes to synced projects automatically
  • Added UI support for syncing timecards across all projects

• Procore and QuickBooks Desktop

  • Added support for writing Employees from QuickBooks Desktop to Procore
  • Added support for writing Projects from QuickBooks Desktop ("Customers") to Procore
  • Added support for writing Budget Codes from QuickBooks Desktop to Procore
  • Added support for writing Vendors from QuickBooks Desktop to Procore

• Procore and Viewpoint Spectrum

  • Added support for writing Projects from Viewpoint Spectrum to Procore
  • Added support for writing Vendors from Viewpoint Spectrum to Procore
  • Added support for writing Budget Codes from Viewpoint Spectrum to Procore
  • Added support for writing Budget Line Items from Viewpoint Spectrum to Procore
  • Added support for writing Subcontracts from Procore to Viewpoint Spectrum

• Miscellaneous Improvements

  • Added support for customizing data model labels

System-specific:

• Autodesk Build
  • Added support for writing Prime Contracts
• COINS
  • Added support for reading Purchase Orders
• Foundation
  • Added support for reading Budget Line Items
  • Added support for source_update_time on Cost Codes
• Procore
  • Added support for reading Employees
  • Added support for reading Timecard Entries
• Sage 100 Contractor
  • Added support for writing Change Orders
  • Added support for reading Prime Change Order Line Items
  • Added new unified fields (approval_amount, estimate_amount, status) on Change Order Line Items
• Viewpoint Vista
  • Added support for writing type on Subcontracts
  • Added support for writing retention_amount on AP Invoice Line Items
  • Added support for source_create_time and source_update_time on Vendors

ERP Sync:

• Autodesk Build and Foundation

  • Added support for writing Projects from Foundation to Autodesk Build
  • Added support for writing Vendors from Foundation to Autodesk Build
  • Added support for writing Phases, Cost Codes, and Cost Types from Foundation to Autodesk Build ("Budget Segments")

• Autodesk Build and QuickBooks Desktop

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

• Autodesk Build and Sage 100 Contractor

  • Added support for writing AP Invoices from Autodesk Build to Sage 100 Contractor
  • Added support for writing Change Orders from Autodesk Build to Sage 100 Contractor

• Autodesk Build and Viewpoint Vista

  • Added support for writing AP Invoices from Autodesk Build to Viewpoint Vista
  • Added support for writing Subcontracts from Autodesk Build to Viewpoint Vista
  • Added support for writing Budget Line Items from Viewpoint Vista to Autodesk Build

• Procore and Sage 100 Contractor

  • Added support for writing Projects from Procore to Sage 100 Contractor
  • Added support for linking Employees between Procore and Sage 100 Contractor

System-specific:

• Autodesk build
  • Added support for writing Projects
• Jonas Premier
  • Added support for project_id in Change Orders
• Procore
  • Added support for reading and writing Vendor Compliances
• Sage 300 CRE
  • Added support for general and billing address types for Customers
  • Added support for writing contact-related fields to the source data of Vendors
• Viewpoint Vista
  • Added support for amount_due as a field in AP Invoices

ERP Sync:

• Autodesk Build and QuickBooks Desktop
  • Added support for writing Projects to QuickBooks Desktop
  • Added support for writing Vendors to QuickBooks Desktop
• Autodesk Build and Sage 100 Contractor
  • Added support for writing Purchase Orders to Sage 100 Contractor
• Autodesk Build and Viewpoint Vista
  • Added support for writing Cost Codes from Viewpoint Vista to Autodesk Build
  • Added support for writing Cost Types from Viewpoint Vista to Autodesk Build
  • Added support for writing Projects from Viewpoint Vista to Autodesk Build
  • Added support for writing Vendors from Viewpoint Vista to Autodesk Build

System-specific:

• Acumatica
  • Added support for reading AR Invoices
  • Added support for reading Prime Contracts
• Procore
  • Added support for creating AP Invoices against Subcontractor Schedule of Values
  • Support namespaces for webhooks
• QuickBooks Desktop
  • Added support for reading and writing Employees
• QuickBooks Online
  • Added support for reading and writing Estimates
  • Added webhooks for Estimates
• Sage 300 CRE
  • Added support for reading Subcontracts
• Viewpoint Spectrum
  • Added more helpful error messages for Info-Link errors in authentication
• Viewpoint Vista
  • Added support for writing Vendors

System-specific:

• CMiC
  • Added support for writing AP Invoices
  • Added support for reading and writing Subcontract Compliances
• QuickBooks Desktop
  • Added support for filters across all unified endpoints
• QuickBooks Online
  • Added support for reading Employees
  • Added support for filters across all unified endpoints
• Sage 100 Contractor
  • Added support for reading and writing AP Payments

System-specific:

• Aconex
  • Added support for writing File Versions
• BIM 360
  • Added support for reading Checklists
• Foundation
  • Added support for reading Assets
• Procore
  • Added support for cross-company access
  • Added support for filtering WBS by source_update_time
  • Added support for ability to log out from Procore in Agave Link
• QuickBooks Desktop
  • Added support for creating AR Payments
  • Added support for reading Bank Accounts
• ServiceTitan
  • Added support for filters
• Viewpoint Spectrum
  • Added support for reading AP Payments
  • Added support for reading Assets
  • Added support for reading Bank Accounts
  • Added support for passing description for Non-Stock Line Items in Purchase Orders
• Viewpoint Vista
  • Added support for writing Batches
  • Added support for writing EFT AP Payments
  • Added support for writing to user-defined fields in the Source Data

Analytics:

• Agave Analytics
  • Added a generic tab to support all Source Systems and unified models
  • Added Checklists dashboard for BIM 360
  • Added Issues dashboard for BIM 360