• Instructions for updating Fishbowl to the latest version can be found in Update Fishbowl.
• Release Notes for older versions are found in the Release Notes archive.
• Upcoming features are found in the Road Map.

2021.10 - 10/14/2021

Highlights - 2021.10

• Added a Consumption Rate to the Part module to be used in Reorder Point calculations
• Updated the Auto ROP wizard to be named MRP
• Added Days of Stock to Part Inventory details to show an estimates days of stock based on the Parts Consumption Rate
• The Select Parts step of the MRP wizard has been updated to only show Inventory type parts
• The Date Range step of the MRP wizard now has an option to use the Parts Consumption Rate stored in the Part module
• The Date Range step of the MRP wizard now has options to select which Consumption to include when calculating a Parts Consumption Rate
• The Forecasting step of the MRP wizard now has the option to select which Consumption to include when Part Consumption Rate was chosen on the previous step
• The Reorder Point step of the MRP wizard has been updated to pull the Default Vendors Lead Time for the ROP calculation
• The Order Up to Level step of the MRP wizard has been updated to the new MRP terminology
• The Summary step of the MRP wizard has been updated with additional columns, sorting, and inline editing
• The Summary step of the MRP wizard has the option to update the Part's Consumption Rate upon finishing the wizard

New Features - 2021.10

• Added an access right for duplicating Sales Orders
• Added an access right for duplicating Purchase Orders
• Added Barbados to the Currency list
• Added the ability to update a Manufacture Order through the REST API

Fixes - 2021.10

Checkout

• Resolved: Company image not displaying on Checkout secondary monitor screen

CSV

• Updated the Product Import instructions to match terminology used in the client

Customer

• Resolved: Being able to update the currency rate for customers set to Home Currency through the module and CSV import

Part

• Resolved: The Default Returning As part is incorrectly set after duplicating a part

Quickbooks Desktop

• Resolved: No Certificate being displayed when integrating

REST API

• Resolved: REST API does not use the server option to only allow a user to be logged in once
• Resolved: SSL Context error with Jetty Server on startup

Settings

• Updated the Max Thumbnail Size to not allow a number below 16

Server

• Improved calculation rounding precision in situations dealing with money

Square Payment Gateway

• Resolved: The location chosen when integrating was missing in the transaction requests sent to Square

Transfer Order

• Resolved: Module Option dictating which location the Transit location is created in not working as designed

Vendor

• Resolved: Being able to update the currency rate for vendors set to Home Currency through the module and CSV import

Work Order

• Issue: Error when creating a custom Work Order where the Finished Good is a Kit

• Resolution: Removed Kits from the available list when selecting a Finished Good

Xero

• Issue: Balance Debits and Credits error displaying only the PO Ref #

• Resolution: The PO # is now displayed in the error as well as the PO Ref #

Database Updates

• Added CONSUMPTIONRATE column to the PART table

2021.9 - 9/9/2021

Highlights - 2021.9

• The Square Payment Gateway was been updated to the latest API/SDK

New Features - 2021.9

• Updated the PartGetRq to select active parts first when searching based on UPC
• Added Suriname to the Currency country list

Fixes - 2021.9

Accounting Integrations

• Issue: "Balance Debits and Credits" export error

• Resolution: Locked down scenarios allowing for landing costs across multiple reference #'s and bill dates

CSV

• Resolved: Pricing Rule CSV duplicate entry error

Picking

• Updated error message on pick module refresh when the pick has been removed

Square

• Resolved: Failed to Process error message due to multiple emails in the email field

Work Order

• Resolved: Custom Work Order wizard allowing partial eaches

Database Changes

• Resolved: Added dateExpiration column to the PaymentGateway table

2021.8 - 8/12/2021

Highlights - 2021.8

• The line item Scheduled Date on Transfer Orders has been opened up to allow editing until item is received
• The Order Location Group has been added to the Next Orders section of the Inventory Details screen

Fixes - 2021.8

Accounting Intergrations

• Resolved: "Please Balance your debits and credits" export error

API

• Resolved: Errors caused by UOM conversion issues when picking serial numbers

Client

• Resolved: Server Shutdown Timer message showing an error

CSV

• Resolved: Customer Parts not using the customer full name for import/export
• Resolved: Location CSV not using the customer full name for import/export
• Resolved: Incorrect character limit for salesman in SO and SO Details CSV instructions

Linux

• Resolved: Incorrect line encoding in eve.sh file

QBO

• Resolved: Null export error on note/subtotal type line items

REST API

• Resolved: UserId missing from login request

Work Order

• Resolved: Updated finished good and raw good text during the Custom WO wizard

Xero

• Resolved: Purchase Order inventory holding account transactions not being reversed upon fulfillment

2021.7 - 7/15/2021

Highlights - 2021.7

• Multiple email addresses are now sent from Fishbowl to QuickBooks Online on Customers and Invoices

New Features - 2021.7

• Added a user right to limit the Add functionality of the Inventory module
• Updated the Check Balance button of the Customer module to exclude estimate status orders
• Added Location Group search options through the REST API
• Added the ability to create UOM's through the REST API
• Added the ability to update UOM's through the REST API
• Enhanced the MO create REST API call to allow for creation of custom orders

Fixes - 2021.7

Custom Fields

• Resolved: Checkbox type custom fields are not transferred to the Sales Order module from the Customer module

Fishbowl Client

• Resolved: Enter button not working in Advanced Search after closing and reopening a module
• Client Connection changes for connection issues

Pick

• Resolved: Pick custom fields being cleared out when using API calls

QuickBooks Desktop

• Resolved: Miscellaneous Credit general journal entries posting incorrectly
• Issue: Payments exporting and automatically applying to Invoices incorrectly

• Resolution: Added a module option for Automatically Applying Payments that can be disabled

QuickBooks Online

• Resolved: Vendor credit return posting incorrect journal entries

REST API

• Resolved: Issues with Purchase Order custom fields
• Resolved: Custom fields issues on Manufacture Order creation

UOM

• Resolved: Make default UOM's, like Each, inactive did not remove them from the UOM list when creating new parts
• Updated text for Abbreviation fields

User Group

• Resolved: "See All Customers" user access right not limiting customers in the Product module, Customers tab

Xero AU

• Resolved: "Unexpected error: Please reintegrate with Xero."

2021.6 - 6/10/2021

Highlights - 2021.6

• Mac installer improvements
• Added the ability to right-click multiple sales orders in the search pane and close short the orders

New Features - 2021.6

• Added the Zimbabwean Dollar to the available currencies list
• Updated the login message when exceeding the number of licensed users
• The Sales Order CSV import now looks at the customer's priority setting if the priority field is left blank
• Unchecked "Always use the multiple finished goods step" MO module option by default for new databases
• Updated the default MySQL settings for new installs
• Updated Jetty to the latest version
• LDAP logins are now supported in the REST API
• Added the UOM object to the REST API
• Added the ability to delete a UOM through the REST API
• Added Part Search to the available REST API calls
• Added UOM Search to the available REST API calls
• Added Vendor Search to the available REST API calls
• Added the Manufacture Order object to the REST API
• Added the ability to create a Manfacture Order through the REST API
• Added the ability to issue a Manufacture Order through the REST API
• Added the ability to unissue a Manufacture Order through the REST API
• Added the ability to close short a Manufacture Order through the REST API

Fixes - 2021.6

Client

• Resolved: Unable to open multiple client instances on the same computer
• Resolved: Login and logout issues that caused the client the freeze
• Resolved: Chat box goes off screen for long messages

Company

• Updated text for LDAP module options

CSV

• Resolved: Null import error when importing blank UPC with the module option "Only allow numeric characters in UPC code" enabled
• Resolved: Import issues when importing incomplete data in the UOM CSV import

Intuit Payments

• Resolved: Error when taking a payment for a card already stored as a wallet

Manufacture Order

• Resolved: Unissuing a Manufacture Order did not clear out the issue date
• Resolved: Partially fulfilling a WO, the secondary WO doesn't auto commit inventory when that option is enabled
• Resolved: Partially fulfilling a WO, the secondary WO doesn't pick from the correct location
• Resolved: Finishing a WO/MO does not allow duplicate serial numbers for separate serial type tracking

Purchase Order

• Resolved: Data not being saved after changing the date scheduled to the same date and choosing to update the line item dates

Quickbooks Online

• Resolved: "Please balance your debits and credits" error when exporting bills

Receiving

• Resolved: Currency showing USD for a multi currency order with the multi currency values

Sales Order

• Resolved: Unable to save after fulfilling a service item that is part of a kit

Database Changes

• Removed unused leadTimetoFulfill from the Part table

2021.5 - 5/13/2021

Highlights - 2021.5

• Added the ability to enter a Forecast % on the Auto PO wizard Summary page
• You can now set the schedule date for the Purchase Orders being created during the Auto PO wizard
• Added hover over details to quantity and cost columns in the Auto PO wizard Summary page
• Quantity, Unit Cost and UOM columns have been added to the Auto PO wizard Summary page
• Added an option to round up quantities to the nearest whole number during the Auto PO wizard
• Added the ability to edit in line on the Auto PO wizard summary page
• The vendor lead-time is displayed per part in the Auto PO wizard
• The Date Scheduled during the Auto PO wizard automatically uses vendor lead-times to set the date
• Added a module option in the Receiving module to update vendor lead times when receiving a part

New Features - 2021.5

• The Sales Order CSV pulls custom field values for customers when module option is enabled
• The Sales Order CSV pulls custom field values for products when module option is enabled
• Add a delete confirmation when removing a part from a PO during the Auto PO wizard
• Available Address Validation has been updated to communicate over HTTPS
• Updated "Send email when shipment is shipped" to have options for the Shipping Report, Shipping Invoice report, or None
• The "Specify Kit Price" option now functions the same way whether the order is created via the client or CSV
• Added a Manufacture Order search call to the REST API
• Added ability to delete a Manufacture Order through the REST API
• Manufacture Order Memos can now be created/updated/deleted through the REST API
• Upgraded the REST documentation navigation pane
• Updated the Part Best Cost call to include vendor minimum quantities
• Packing Slip - Added carrier service. Added a "Blind Shipment" checkbox. When checked, the company logo and address info will not print
• Pick Ticket - Added carrier service

Fixes - 2021.5

Accounting

• Resolved: Errors in export due to voiding items in receiving

Database

• Resolved: QtyOnOrder view not matching On Order quantity in Inventory Module

CSV

• Update instructions text for the Bill of Materials Details CSV
• Resolved: SO Details and SO CSV's do not check for duplicate vendor names

Customer

• Resolved: Tax exempt checkbox and number field showing available in the new customer wizard in Canadian databases

Gmail Integration

• Resolved: Old Fishbowl Logo showing on the final integration step

Quickbooks Desktop

• Resolved: Export error's on misc items

Part

• Resolved: Able to add tracking to default return as Part

Purchase Order

• Resolved: Ability to edit qty/cost during Auto PO on the "No Vendor" step

REST API

• Updated the Purchase Order search CompletedTo/From to FulfilledTo/From
• Resolved: Server Connections screen not updating for REST users on login and logout

Vendor

• Resolved: Vendor Last Cost not updating the Last Date when cost is updated

2021.4 - 4/15/2021

Highlights - 2021.4

• Added Purchase Order SMS based notification subscriptions for Purchase Order approvals

New Features - 2021.4

• Added customer reference to Purchase Order journal entries in Quickbooks Online
• Increased Customer and Vendor alert notes character limit to 256
• Added a module option in Fishbowl Checkout to default the Salesperson field to blank
• Added a user right to control access to Payment Terms dropdown on a Sales Order
• Added a module option to set the Sales Order # or Shipment # to go to the QuickBooks Desktop "Other" field
• Updated custom field REST API search to search by ID instead of name
• Added the ability to close short a Purchase Order through the REST API
• Added the ability to close short Purchase Order items through the REST API
• Updated the Currency REST call to include the currency code
• Added a user search call for the REST API
• Added a get part best cost call in the REST API for Purchase Orders
• Updated legacy VendorGet API call to link in addresses
• Z Report: Now displays the salesperson and has an option to sort by various columns
• SO Report: Fulfillment Date label changed to Date Scheduled (still displays the item Date Scheduled)

Fixes - 2021.4

API

• Resolved: Calls not setting the userid on the REVINFO table

Client

• Resolved: Inactivity causing the client application to become unresponsive

CSV

• Resolved: EDI Shipping blank export due to Null error
• Resolved: Sales Order CSV instructions text update
• Resolved: Locations import running slow when importing 1000's of location for a single location group
• Resolved: Slowness when importing the Receiving Data import

Custom Fields

• Resolved: Slowness with custom lists

Part

• Resolved: Issues changing the default return as part when duplicating an outsourced part

Picking

• Resolved: Pick Location selection issue across multiple locations

Product

• Resolved: Product Module Sort by Product Type sorting issue

Purchase Order

• Resolved: Unable to unissue Purchase Order after voiding receipt
• Resolved: Outsourced PO item Null error
• Resolved: Auto PO location group reordering issue

Quickbooks Online

• Resolved: Receiving holding account entry not being reversed upon fulfill
• Resolved: Purchase Order journal entries should set the class for the line item and not the order class

Quickbooks Online - Australia

• Resolved: Imbalance and rounding issues

QuickBooks Online - Canada

• Resolved: Query Parse Export error on Invoice

Receiving

• Resolved: Discrepancy between multi-currency subtotal and billed total

Reports

• Resolved: Sales By Rep BI Report - Not including discounts
• Resolved: Inventory Availability Report - Available to Pick calculating incorrectly

REST API

• Resolved: Blank error for Purchase Orders with tax rate of none on Non-US databases
• Resolved: Documentation for QB Class listing as option but it is being required
• Resolved: Inconsistencies between Purchase Order and Purchase Order item Tax Rate references on the documentation

RMA

• Resolved: Null error when creating a Return and not verifying by order

Work Order

• Resolved: Seemingly random quantities when splitting repair Work Order lines

Database Changes

• Updated Customer.note field to be varchar(256)
• Updated Vendor.note field to be varchar(256)
• Created Notification table
• Created NotificationType table

2021.3 - 3/11/2021

Highlights - 2021.3

• Added the ability to require approval for Purchase Orders over a specified dollar amount
• Added user right to allow users to approve Purchase Orders in the Pending Approval status
• Added the ability to assign different print defaults for packing and shipping

New Features - 2021.3

• Added logos for plugins into the module header bar
• Sales Orders created by RMAs without a verified order will use customers default salesperson
• Added a user right to limit access to the Payment Deposit Account in the payment wizard
• Added a user right to limit access to the Payment Date in the payment wizard
• Added Home Currency flag on currency object for Purchase Order REST API
• Added total cost for Purchase Order in REST API
• Updates to error messages when using the Purchase Order REST API
• Added the ability to access memos in the Purchase Order REST API

Fixes - 2021.3

Checkout

• Resolved: Null error when fulfilling a credit return

CSV

• Resolved: Bad error message for duplicate abbreviation when importing the UOM csv
• Resolved: Imported discount amounts not coming in properly for multi currency customers

Customer

• Resolved: Customers with stored wallets not loading due to missing icons

Database Update

• Resolved: Database update failure due to multiple shipping invoice reports

Installer

• Resolved: Inability to install a Client Only version due to license key requirement
• Updated the installer to exclude the webapp folder on Client Only installs

Kits

• Resolved: UOM UI conversion error when editing quantities on a Sales Order

Linux

• Resolved: Notification animation causing the client to lock up
• Resolved: Environments without a system tray unable to see server window

Purchase Order

• Resolved: Line item notes not saving on partial or fulfilled status line items
• Resolved: Unissuing a PO does not clear out the date issued
• Resolved: Unissuing a PO does not change the Last Modified info

QuickBooks Desktop - Canadian

• Resolved: Issues with Sales Receipts vs Invoice/Payment creation on export
• Resolved: Rounded cash transactions not exporting the amount on sales receipts

QuickBooks Online

• Resolved: Business Validation error on export
• Resolved: Jobs imported from Quickbooks Online creating new job entries on export

Receiving

• Resolved: Errors when receiving an outsourced item with a rejection

REST API

• Resolved: Bad error message when updating an existing Purchase Order

Database Updates

• Dropped dependencies on SOITEMTOMOITEM table
• Module Table

• Renamed “Shipping Label” to “Shipping Invoice”

• PO Table

• Added column IssuedByUserId int(11) default null

• POStatus Table

• Increased Name column to 20 characters
• Added “Pending Approval” with id 15

2021.2 - 2/18/2021

Highlights - 2021.2

• Fishbowl's look and feel has been updated with a new color scheme, icons, and splash screen for 2021
• Beta release of web based Rest API with endpoints for Purchase Orders

New Features - 2021.2

• The Advanced Search for sales orders has a new tab to be able to search line item custom fields
• Added a Program Option for setting the table line height throughout Fishbowl
• Updated the description for the custom report text in the Sales Order module options
• Added additional license key and support contract validation during installation
• The installer has been updated to include a few "Things to consider before updating"
• The Part CSV import now has the ability to assign a default outsourced return part
• The Receiving Data CSV import now has the ability to update shipping information for the order

Fixes - 2021.2

API

• Resolved: API not updating UserID on audit tables

Accounting Exports

• Resolved: Issues causing the Mark as Posted function to fail

Client

• Resolved: Auto logout caused the Sales Order module to lock up
• Resolved: Auto logout not closing additional open windows (Advanced Searches, etc.)

Company

• Updated text in Module Options

CSV

• Updated instructions text on Part Cost import/export
• Updated instructions text on Part UOM import/export
• Resolved: Locations import no updating location types
• Resolved: Sales Order CSV import does not transfer line item notes to the Work Order for Build to Order products
• Resolved: "Duplicate Bill of Materials Option Group found" import error when modifying parts on the Bill of Materials

Custom Fields

• Resolved: Long Text type custom fields not providing a scroll bar when needed

Intuit Payments

• Resolved: A declined payment did not show the appropriate exception when taking a payment

Location

• Resolved: Location type of a default location could be changed

Location Groups

• Resolved: Inactive users showing in location group user section

Manufacture Order

• Significant speed improvements to Advanced Search

Purchase Order

• Resolved: Being able to search order custom fields without user access rights assigned

Quickbooks Online

• Resolved: Part/Product/Item validation errors
• Resolved: Updating customer details in Fishbowl erasing customer info in Quickbooks Online
• Resolved: A miscellaneous sale not hitting the COGS Account when cost was added
• Resolved: "Cannot Change who Customer Bills With" error when exporting customer job updates
• Resolved: Missing classes on reconciled journal entries
• Resolved: Partially shipped kits sending tax twice

Quickbooks Online AU

• Resolved: Updating vendor info in Fishbowl erases banking info on export

Sales Order

• Resolved: Price discrepancies when closing short a drop ship order
• Resolved: Add button in Custom Work Order wizard not functional
• Resolved: FedEx Shipping Tracking # link did not pull up the tracking on www.fedex.com
• Resolved: Divide by zero error when partially shipping and closing short an order with a kit

Schedule

• Resolved: Sorting issues when sorting the Last Run Time column

Shipping

• Resolved: Shipping custom fields clearing out when saving with shipping through ShipExpress

Tax Rate

• Resolved: View only rights still allowing users to edit tax rates

UOM

• Updated text descriptions during the Add New UOM Conversion Wizard

Work Order

• Resolved: Save dialog popping up when nothing was changed

Database Changes

• Remove SOITEMTOMOITEM table
• Added a new column to the MOITEM table for SOITEMID

2020.11.1 - 11/13/2020

• Added new BI Report: Category Capacity Planning
• Added new report: Sales Production Demand
• Added an option to fulfill the receipt with the Receiving Data CSV import

• Added Active flag to Bill of Materials CSV
• Added Active flag to Bill of Materials Details CSV
• Added Calendar Category to Bill of Materials CSV
• Added Calendar Category to Bill of Materials Details CSV
• Purchase Order Summary report: Added an option to show the vendor name instead of the contact
• Export Summary report: Added an icon to indicate if an order was "Marked as Posted"
• SO Report: Added the option to "Show Customer Name in Address" instead of the contact

Fishbowl Client

• Connection security improvements

CSV

• Issue: Customers CSV marks all contacts of a single type as default upon import

• Resolution: The last record on the import for that contact type is selected as default

• Issue: Vendors CSV marks all contacts of a single type as default upon import

• Resolution: The last record on the import for that contact type is selected as default

• Resolved: UOM CSV allows changes to read only UOMs

Picking

• Resolved: Changing the Sales Order number does not update the Pick Number(s)

Purchase Order

• Resolved: Unable to receive when an tracked outsource item is set to return as an non-tracked item

QuickBooks Online

• Issue: Export issues when taking negative payments on a return Sales Order

• Resolution: When taking a negative payment on a return Sales Order, an error message is now displayed with directions to take the payment in QuickBooks Online

• Issue: Customers address information is updating based on Ship To address

• Resolution: Updated customer update to update address information based on the Bill To or Main Office address

• Resolved: Receiving Journal entry not being voided when using a specific process
• Resolved: Null pointer on export

Reports

• Resolved: TPS Report not accounting for split shipments
• Resolved: Sales Backorder Report: POs in summary were not appearing on XLS/CSV exports
• Resolved: Sales Order Summary: Date not displaying correctly when range is set to a single day

Sales Order

• Speed improvements when quick fulfilling an order with a high number of items

Square

• Resolved: Unable to integrate the payment gateway for the first time

Xero

• Resolved: Tax Rate export issue with multi currency enabled

2020.10 - 10/8/2020

• Added a calendar tab to the Work Order configuration wizard
• Making changes to a Bill of Materials now prompts to update open orders as well
• Added the ability to set a calendar category before the Manufacture Order is issued
• Added the ability to define a calendar category on a custom Work Order through the Sales Order module
• Added a module option to set a Manufacture Order's Number to the Sales Order Number that created it

• The Work Order configuration scheduled date now flows to the Sales Order item schedule date
• Added a module option to send "To be emailed" to "Send Later" in QuickBooks Online
• Added a module option that only allows numeric characters when importing UPC fields
• Added E-Check support for Intuit Payments

API

• Resolved: AddSoItemRq getting a new Sales Order Number instead of using the order number supplied

Linux Installer

• Resolved: Headless installer installing the Client Only

Manufacture Order

• Resolved: The "Short Quantity" Auto Create option was creating orders for full order qty instead of what was short for Staged Bill of Materials

Purchase Order

• Resolved: Automatically issue Drop Ship orders option not working with CSV imported Sales Orders
• Issue: Auto PO location group class filter not showing expected data

• Resolution: Clarified usage through user interface and logic changes

QuickBooks Online

• Resolved: Export errors causing multi-currency orders to fail

Database Changes

• Added CalCategoryId column to MoItem table

2020.9 - 9/17/2020

• Added Intuit Payments as an available Payment Gateway integration
• Added Wallet support for Intuit Payments
• Enhanced the Check Balance button in the Sales Order module to include the current Sales Orders total and any unposted payments
• Enhanced the Check Balance button in the Customer module to includes a total of all open orders and any unposted payments

• The Fishbowl API requests to GET and SAVE work orders now include the Calendar Category
• Updated to the latest QuickBooks Online API
• Vendor data changes in Fishbowl now update the vendor in QuickBooks Online
• Customer data changes in Fishbowl now update the customer in QuickBooks Online
• Enhanced the QuickBooks Online and Xero integrations to pass Classes on all transactions
• Products created after a part is exported to QuickBooks Online now mark the For Sale field
• Added a QuickBooks Online module option to send the Fishbowl Invoice Number to Invoice, Statement, or Do not include
• Updated Sales Order and Purchase Order CSV imports to use the zero tax module option in Fishbowl Canada.
• Added a calendar category column to the Sales Order CSV import and export
• Added a calendar category column to the Sales Order Details CSV import and export
• Fishbowl now stores and uses the QuickBooks Online ID for tax when exporting
• Tax is additionally stored in the sale order post database tables
• All website links for Fishbowl Australia have been updated to use the new website structure

Avalara

• Resolved: Quick Fulfill issues with service type items

CSV

• Resolved: Historical Sales Order status triggers Build To Order settings on Bill of Materials
• Resolved: Add Inventory CSV incorrect line # error
• Resolved: Sales Order CSV errors when importing more than one order per file

Custom Fields

• Resolved: Searching data in custom fields yielding inconsistent results

Email

• Resolved: Email Address Book list included inactive users' emails

Installer

• Resolved: Installer auto assigns too much server memory

Manufacture Order

• Resolved: Finished Good rounding issues

Part

• Resolved: Next Value column for Tracking only accepts single digit values

QuickBooks Online

• Resolved: Full payment not being sent over for an order with multiple shipments
• Resolved: Accounts Receivable and Accounts Payable account creation showing the other account in the description

Receiving

• Resolved: Tracking Numbers placed in the Shipping tab are unable to be copied
• Resolved: Inconsistent Rounding for items added during the Add Item step of the Reconcile wizard

Reports

• Resolved: Sales Order Taxes - Credit items showing $0
• Resolved: Customer Purchase History - Filtering for Product Trees broken.
• Resolved: Sales Backorder Report - Show PO not working.

Xero

• Resolved: Accounts Receivable and Accounts Payable account creation showing the other account in the description

Database Changes

• Login column increased field size to 2048 on PaymentGateway table
• Secret column increased field size to 2048 on PaymentGateway table
• Added TotalTax column to PostSo table
• Added TotalTax column to PostSoItem table

2020.8 - 8/13/2020

• Replaced the Dropbox module with the Fishbowl Drive plugin
• The Class field on a Sales Order is now sent to the LocationCode in Avalara
• Added an option to remove the prefix of the order number sent to Avalara
• Added an option to connect to a sandbox account for testing the Avalara integration
• Added an option to send either the Customer Name or Customer Account Number to the CustomerCode in Avalara
• Enhanced flow for drop ship, credit return and other non-sale type items when integrated with Avalara
• Added an accounting module option to send shipping tracking numbers to the Sales Order and Accounting integration without needing to use Carton Based Shipping
• Added option to import custom single level Bill of Materials on the Sales Order CSV import

• Customer Jobs entered on the Customer CSV now inherit the parent customers address when leaving the address fields blank
• Enhanced the VoidShipment API call to allow for unpacking a packed shipment
• Separated User Rights in Sales Order for Void and Delete
• Increased text type Part Tracking fields to allow for 256 characters
• Optimized the Auto PO function
• Updated Xero to send 4 decimal places for unit costs
• Updated Xero to append original unit qty to the description field
• Added green text to show payment processing for eCheck payment methods
• Updated the GS1 Code field to display 0's and leading 0's

Avalara

• Resolved: Estimate button not sending the product code to Avalara
• Resolved: Null error when quick fulfilling an order with an invalid zip code

CSV

• Resolved: Part Product and Vendor Pricing import does not update length, width or height for Non-Inventory type items
• Resolved: BOM import requires Part field for note type items

Checkout

• Resolved: UOM Conversion errors
• Resolved: CA version would not allow you to edit a line item

Custom Fields

• Resolved: Required list type custom fields won't allow users to issue Purchase Orders with "Access right to issue order" enabled

Email Templates

• Resolved: Email template carriage returns not working

Payments

• Resolved: Issues taking eCheck payments with business type checking accounts

Picking

• Resolved: 0 qty pick issues
• Resolved: Selecting an alternate pick location with insufficient inventory and clicking Finish resets item back to Entered status

Reports

• Resolved: Purchase Order Summary - PO# hyperlink broken
• Resolved: Sales Backorder Report - Summary data not matching main items
• Resolved: Customer Statement - Very old orders showing $0 price
• Resolved: Packing Slip - Show Carton Info checkbox broken
• Resolved: Packing Slip - Not showing all tracking
• Resolved: POS Receipt - Rounding issues
• Resolved: Batch Packing List by Date - Null error when trying to run report
• Resolved: Margins Report - Displaying incorrect data when grouped by Product Tree

Reports Module

• Resolved: Default search filters for MO Status set to All instead of All Open

Sales Order

• Resolved: Duplicating a credit return resulted in a positive total price on each line item
• Resolved: Duplicate Sales Order error when using an _ in the order number

Work Order

• Issue: Disassembling a WO with a raw good that consumed 2 different lot #'s only adds 1 of the lot #'s to inventory

• Resolution: When more than value of the same type tracking was consumed, the disassemble requires entry of the tracking to add to inventory

Xero

• Resolved: "The line total does not match the expected line total" on Sales Order Export

Database Changes

• Updated TrackingInfo.info and TrackingText.info fields to be varchar(256)

2020.7 - 7/9/2020

• Added a column in Part Tracking for GS1 code to support GS1 barcodes
• Added a Sign in with Google button to the email setup to use the Google OAuth 2.0 integration

• Updated MakePaymentRq API call to allow for negative payments and to store additional information
• Updated GetPartListRq to have StartIndex and RecordCount parameters
• Updated Long Text type Custom Fields to allow for 512 characters
• Additional Home screen updates
• Reports

• Purchase Order Summary

• Added options to hide/show headers, totals, and timestamp to make it more Excel friendly.

API

• Resolved: User access rights for viewing orders working opposite of expectation (GetSOSearchListRq)

Checkout

• Resolved: Round Cash Transactions module option not working for home currency customers
• Resolved: Default Customer module option doesn't save home currency customers

Custom Fields

• Updated the URL custom field advanced search text box to allow for more characters
• Updated the text custom field advanced search to search containing instead of an exact match
• Custom Field changes now show on the Audit Tables

CSV

• Resolved: Null error when importing the Location CSV
• Resolved: Errors caused after Part and Product Renaming CSV fails on import

Locations

• Resolved: Auto Create Locations creation failing when the number of location to create ends in 0 or is a factor of 10
• Resolved: Location Num search does not filter results

Reports

• Resolved: Sales Order Taxes - order tax not showing is AU databases
• Resolved: Margins Report - Discounts duplicating when there are split shipments
• Resolved: Lot History Report - Customer info not showing
• Resolved: Packing Slip - Some backorders not showing
• Resolved: Bill of Lading - Items weights were not being multiplied by the quantity
• Resolved: Customer Purchase History - Price duplicating in some instances
• Resolved: Customer Purchase History - Credit Return items showing a positive quantity

RMA

• Resolved: RMA Tracking Search step in the New RMA Item wizard was missing

Sales Order

• Resolved: Saving changes to an SO causing original pick to be deleted and recreated

Shipping

• Resolved: Inactive Carriers show up in the Batch Shipment Wizard

Xero

• Resolved: Export errors related to records containing an "&"
• Additional changes to Xero integration to help with reconnecting error
• Resolved: Export error causes the entire export to stop and fail

Database Changes

• Added column on part tracking for GS1 code

2020.6 - 6/11/2020

• Xero integration upgraded to OAuth 2.0 secure connection
• Added custom fields to the Location module
• Added an advanced search to the Location module
• Added custom fields to Work Order Steps & BOM Instructions

• Added a module option for custom field flow from Sales Order to Pick
• Added a module option for custom field flow from Pick to Ship
• Reports

• Shipment History Report

• All columns now stretch with overflow.
• Order Number and Ship To columns are wider.
• Report Title can be modified.
• Pagination will auto-hide when "Format Report for Exporting" is checked.

• ABC Report

• Updated to be more Excel-friendly.
• Part and Description fields are in their own columns.
• Qty and UOM fields are their own columns.
• Added options to remove headers, totals, and timestamp.
• Pagination will auto-hide when "Format Report for Exporting" is checked.
• Report Title can be modified.

• Bill of Lading

• Modified design
• More fields are editable including Seal #, Trailer#, NMFC, and Class.
• Added options to display Third Party Bill To address and PRO Number.

Avalara

• Updated order total and tax line item names to match Avalara requirements

CSV

• Resolved: Sales Order Details CSV doesn't have residential flag
• Updated Custom Field Data CSV to include Pick
• Resolved: Sales Order and Sales Order Details CSV's import sets carrier service to customer default when left blank
• Resolved: Shipping Data CSV does not clear out the carrier service when the carrier is set
• Updated Part CSV Instructions (Import/Export) to add POItemType
• Updated Sales Order CSV export instructions
• Updated Sales Order Details CSV export instructions
• Resolved: Sales Order Details CSV error with updating historical status orders
• Resolved: Sales Order CSV does not import residential flag correctly

Custom Fields

• Resolved: Checkbox custom fields clear data when the name is changed
• Resolved: Error when adding a new item to the RMA Issue custom list

Customer

• Resolved: Customer combobox search searching containing instead of starts with

Picking

• Resolved: Custom Fields on finished picks were still editable

Reports

• Resolved: Tracking Report won't run when there's too much data. Added Count and Skip parameters.

RMA

• Resolved: Cannot complete RMA wizard for substitutions

Sales Order

• Resolved: Sales Order details tab, contact field, pulls from Bill To address while other fields pull from the Ship To address

Database Changes

• Updates to Custom Field helper functions
• Add SHIPNUMVIEW for UPS Worldship and FedEx Ship Manager integrations
• Added customFields column to BomInstructionItem table
• Added customFields column to WoInstruction table
• Added customFields column to Location table
• Updated CustomFieldsView to include BomInstructionItem, WoInstruction, and Location custom fields

2020.5 - 5/21/2020

IMPORTANT INFORMATION REGARDING FISHBOWL 2020.5 UPDATE:

Fishbowl 2020.5 introduces a new way of storing Custom Fields. This change also affects custom reports and plugins. If you have custom reports and/or plugins, please contact Fishbowl's Reports Team (reports@fishbowlinventory.com), Plugins Team (pluginsdev@fishbowlinventory.com), or the partner who built the plugin prior to updating to 2020.5 to make sure they continue working after the update.

• Custom Field speed improvements
• Custom Field creation does not require a client restart
• Updated Custom List location, layout and functionality
• Updated Custom Field module layout and functionality
• Updated Custom Field advanced search options for checkbox type to All, Checked or Unchecked
• Added URL type for Custom Fields
• Part Custom Fields and values now display in the Inventory module
• Added ability to delete custom fields and values
• Added Custom Fields to the Picking module
• Added Custom Fields to the advanced search in the Picking module
• Added custom fields for Bill of Materials Items
• Money and Quantity type custom fields can now store blank and 0 values
• Converted radio button custom fields to required drop-down lists
• User access right added to Part for editing UOM
• Added Cancelled stamp for orders in cancelled status
• Added custom field advanced search to the User module
• Added a status for importing Historical purchase orders
• Added a status for importing Historical sales orders
• Updated "Available for Sale" title to "Available"
• Added a module option in the Company module to require Data module access to run data queries through the API
• Home page layout has been updated
• Added module option for Canadian databases to always use part/product tax rate when rate is 0%

• Reports

• Item History Report

• The Qty field has been widened. It can now fit 6 digit numbers without wrapping.

• Purchase Order Summary

• Added Date Confirmed and Order Date Scheduled as date range options
• Title can now be modified.
• Minor cosmetic changes.

• Work Order Summary

• Added the option to filter by assigned user to enable users to see only the orders they are assigned to.

• Shipping Invoice

• Added the option to hide/show Tax Code, Tax Amount, and Item Currency Tax columns for Australia and International versions.
• Added an option to show carton details including shipment tracking numbers.

• SO Report

• Added an option to display the tax code name in place of "Sales Tax" in the totals section.
• Title can now be modified.

• WO Flag Report

• Added the option to filter by assigned user to enable users to see only the orders they are assigned to.
• The selected date range now displays at the top of the report.

• CC Receipt 3in

• The receipt has been completely redesigned. A copy of the old receipt file can be obtained for free at https://store.fishbowlinventory.com/products/cc-receipt-3in-legacy.
• Added an option to show/hide the signature name.
• Added a customizable line of text at the bottom. It defaults to "Thank You!". Character limit is approximately 16-50 (depending on which characters are used).

• MO Projected Cost Report

• Added an option include/exlude WOs that are stages from the MO Total Cost.

• Calendar Report

• Added an MO filter. Only the WOs for the selected MO will show unless the filter is left blank.

• Inventory Availability Report

• Added an option to Show Parts with 0 Qty.

• Pick Efficiency Report

• Changed the User text input field to a combo box (drop-down list).

• Part Allocated Report

• Added an option to include drop ship items in Qty Allocated to SOs.

Accounting

• Added pop up message when selecting "Create a bill in {Accounting} after reconciling a receipt."

Bill of Materials

• Resolved: Sorting part number column
• Resolved: BOM Min/Max Variable Qty doesn't save without additional change

Checkout

• Resolved: Error when cancelling payment when Auto Pack module option is enabled

CSV

• Custom Field - Updated module name from SysUser to User
• Custom Field - Updated the export sorting
• Cycle Count CSV - Updated instructions pertaining to part tracking
• Resolved: BOM/BOM Details import alters unchanged sort order
• Resolved: Export and reporting a Purchase Order created by dropship Sales Order breaks the link between the orders
• Resolved: Part Product and Vendor Pricing allowed updating the COGS account for Capital Equipment type parts

Custom Fields

• Resolved: Required list-type custom fields can be saved without a value
• Resolved: Values not saving for list-type when partially typing a value and selecting from the filtered list

Customer

• Resolved: Customer save prompt after viewing a secondary address

Manufacture Order

• Resolved: Search not showing "Multiple BOM's" for multiple Finished Goods

Picking

• Resolved: Issues with module option for "Assign user to pick on finish"

Product

• Resolved: Product details banner display issues

Purchase Order

• Resolved: Customer/job not updating on receipt until PO is unissued and reissued.
• Resolved: Being able to close short items created by dropship kit items
• Resolved: Incorrect buyer name from Drop Ship Sales Orders
• Resolved: Carrier Service doesn't carry through to Shipment for Credit Return PO's
• Resolved: Order Fulfill or Line Fulfill removes carrier service from Shipping Tab

QuickBooks/Reckon

• Integration compatibility improvements

Receiving

• Resolved: Outsource parts costing layer issues when reconciling multiple times
• Resolved: Blank error when reconciling consumed part
• Resolved: Reconcile wizard showing the landed cost step when there is nothing to land into

Reports

• Resolved: Part Barcodes Avery - label alignment drifts when part description is greater than 3 lines.
• Resolved: Sales Order Taxes - The tax rate field does not stretch with overflow.
• Resolved: Sales Order Taxes - Discounts showing a negative tax.
• Resolved: Customer Purchase History - Duplicating discounts.
• Resolved: Customer Purchase History - Qtys incorrect if split into more than one ship item.
• Resolved: Margins Report - Product Tree filter not working correctly.
• Resolved: Being able to edit tracking when receiving an outsourced item

Sales Order

• Quicklist dropdown improvements
• Resolved: Cost issues when changing from credit return to sale type

Server Administration

• Added a confirm dialog to the database disconnect button

Shipping

• Resolved: SO/PO Item descriptions no carrying over to shipping

Work Order

• Resolved: Work Order item sort order not matching Bill of Materials sort order

Xero

• Resolved: Class not exporting for SO reconcile journal entries

Database Changes

• Added customField JSON field to BOM, Company, Customer, MO, PO, PoItem, Part, Product, RMA, SO, SoItem, Ship, SysUser, Vendor, WO, XO, Pick and BomItem tables
• Removed the following tables: CustomDecimal, CustomInteger, CustomSet, CustomTimeStamp, CustomVarChar, CustomVarCharLong
• Removed the CustomFieldAuditView
• Added function to help with custom field queries: CustomFieldByName(customFields, “custom_field_name”)
• Added function to help with custom field queries: CustomFieldByID(customFields, "id")
• Updated CUSTOMFIELDVIEW
• Updated ONTRACVIEW

2020.3 - 3/12/2020

• The Broadcast feature can now be unlocked for all users, allowing client to client messaging
• File exports can now be exported as XLS instead of just CSV
• Pick Save API call now saves the username on the Pick Details tab
• Added a module option in the RMA module to use the RMA # as the credit Sales Order #
• Added an access right for editing the receipt item location
• Updated the "Invoice (No payment now)" payment method to use the preference set in the Checkout module options for "Print Checkout Report"
• Card Connect devices settings are now disabled until you select a device
• Clarified tooltip for Accounting Repost function
• Created an Inventory Watch List report that can be displayed in the Dashboard.

Auto PO

• Resolved: Parts with sufficient quantity showing to be ordered

Bill Of Materials

• Resolved: BOM Instructions missing browse for URL

Fishbowl GO

• Resolved: Error caused by a part stored in pounds being consumed in ounces on WO

Imports

• Resolved: Spaces not being trimmed from beginning or end of column Headers
• Resolved: Unable to import kits with option groups or discounts
• Resolved: Importing a kit on the Sales Order CSV with only the kit header will show part cost as $0
• Resolved: Importing the PPVP for an existing part with only the required columns will overwrite Tax Codes to blank (AU)
• Resolved: EDI Shipping Export exporting the SO number instead of the shipment number
• Resolved: Incorrect line number errors on WO Steps CSV import
• Resolved: Incorrect line number errors on BOM Instructions CSV import
• Resolved: Incorrect line number errors on BOM Details CSV import
• Resolved: Incorrect line number errors on Kit Items CSV import
• Resolved: Incorrect line number errors on SO Details CSV import

Monitor

• Resolved: Displayed negative available quantity

Pricing Rules

• Resolved: Using Adjust Prices wizard only updating the first 100 records

QuickBooks Desktop

• Re-integration improvements

QuickBooks Online

• Issue: Discount Account mappings not overriding the Integration Default Mappings

• Resolution: Disabled the dropdown in Discounts to select specific accounts

Reports Module

• Resolved: Report module wouldn't load after getting logged out for inactivity until you exit and restart the client

Sales Order

• Resolved: Return SO's from RMAs do not take BOM adjustments into account
• Resolved: Sales Order not refreshing after voiding a shipment

Shipping

• Resolved: Layout changes not saving

User

• Resolved: Errors when logging in with a User whose default location group was inactivated

XERO

• Resolved: Connection error when trying to reintegrate

2020.2 - 2/20/2020

• Added a Sales Order module to Fishbowl GO

• Added a Date field for all payment types except credit cards
• Changing a customer's Status prompts to apply the new status to all customer jobs
• Customer Status is now displayed in the Shipping module
• Added the ability to print the invoice after clicking the Quick Fulfill button on a sales order
• The advanced search in Checkout now has the option to show all open sales orders
• Memo Data CSV can now be exported
• Add Inventory CSV now includes QB Class
• Added a Sales Order module option to use the sales order Carrier for drop ship purchase orders
• Added the Difference field that shows the remaining cost when Manually landing costs in the reconcile wizard
• Added the ability to use order number hyperlinks on reports for shipments
• BOM Description was added to the work order search and advanced search
• Added a user access right to view the cost in the Part module
• Added the Ref No to transfer order receipts
• Added the ability to store a different Merchant ID and Device ID per client when integrating with CardConnect
• Default Issue Status is now included in the new customer wizard
• Users with sufficient rights can now edit the custom fields of sales order items after the order has been fulfilled
• Added a Cancel button in the Sales Order module that will void an order that has been picked and packed
• Sales Order Details CSV import can now cancel a sales order (cancelled order status)
• Parts can now have a default PO Item Type of Purchase, Credit Return, or Outsourced
• Added the ability to specify a return part when a part's default purchase order type is Outsourced
• Added more detail for image import on the following CSV imports: Part, Product, Part Product & Vendor Pricing
• Added the ability to right-click a sales order item and change the type to Credit Return or Dropship
• The Duplicate button in the Sales Order module now has the option to duplicate the sales order as Drop Ship or Credit Return
• The Customer Part Number can now be added to a sales order with the Sales Order CSV import
• Added a warning message when integrated with Xero and taking a multi-currency payment
• Added a Vendor module option to use the vendor minimum order quantity when auto-generating purchase orders
• Added a Part access right to allow/prevent the ability to edit the part's default location
• Reports

• Shipping Invoice

• Title is now modifiable. Proforma and Invoice titles can be changed separately.
• Downsized the font on the item list. The report can now display more items per page.

• Work Order Flag

• Now displays calendar categories.
• Added options to filter by, sort by, and hide/show categories.
• Title can now be modified.

• Work Order Summary

• Now displays calendar categories.
• Added options to filter by, group by, and hide/show categories.
• Added an optional Location Group column.
• Title can now be modified.

• Work Order Traveler

• This report has been completely redesigned.
• Changed to portrait and downsized the font to make room for many more items on a page.
• Now displays calendar categories.
• Added option to hide/show categories.
• Title can now be modified.
• BOM Instructions no longer display on their own page.

• Manufacture Order Traveler

• This report has been completely redesigned.
• Changed to portrait and downsized the font to make room for more WOs per page.
• Now displays calendar categories.
• Added option to hide/show categories.
• Title can now be modified.

• Export Summary

• Added "Apply Date Filter" option. The date range can now be set to look at either Date Posted or Item Date Fulfilled.

• Purchase History

• "Apply Date Filter" titles have been changed to reflect the names in the client.
• Report title has been changed to "Customer Purchase History".

Authorize.net

• Resolved: Payment Gateway integration being removed after deleting a payment that was taken before integrating with Authorize.net

Checkout

• Resolved: No prompt to print the invoice after selecting Invoice payment method

CSV Import/Export

• Resolved: Users create from CSV import would not show in dropdown lists until after a server restart
• Resolved: Generic Shopping Cart CSV missing QB Class column
• Resolved: Yahoo Shopping Cart CSV missing QB Class column
• Resolved: PO as SO export blank error because of missing QB Class column
• Resolved: Receipt Item unit cost showing $0 when PO was created via CSV
• Resolved: Add Inventory XLSX import error with 3 or more decimal digits
• Updated Part Product & Vendor Pricing import instructions to specify that the Asset Account column maps to the expense account field for non-inventory parts
• Resolved: Tooltips & CSV instructions showing incorrect character limits
• Resolved: Importing locations requires a server restart to show in lists
• Resolved: Part Product & Vendor Pricing import allowed non-inventory type parts to have tracking assigned
• Resolved: Using Part Cost CSV to update costs on databases not using average cost caused accounting export errors

Customer

• Resolved: Null error when trying to save a customer when the address and contact information was added and then the address was deleted

Dropbox

• Resolved: Error when opening a file uploaded for a Work Order

Fishbowl GO

• Resolved: Receiving clears out customer/job field on receipt item

Installer

• Resolved: Linux installer errors
• Auto-updater optimizations

Inventory

• Resolved: Moving an item with a serial number containing "%" causes an error

Locations

• Resolved: Null error when deleting non-required location

Location Groups

• Resolved: Creating a new Location Group requires a server restart to show locations in lists

Manufacture Order

• MO to PO speed improvements
• An MO with multiple WO's for the same BOM will display the BOM number in the search instead of saying "Multiple BOMs"
• Resolved: Inability to pick higher level WO when deleting a lower level stage on a multi-stage order

Picking

• Resolved: Finished pick item status orb shows green circle instead of a checkmark
• Resolved: Splitting Work Order picks causing decimal eaches

Purchase Order

• Resolved: Deliver To on CSV import not being accessible in the client
• Changed PO Item Details "Outsourced" field label to "Returning As"

Receiving

• Resolved: Modifying a consumed RG's serial number when selecting Finished Good tracking from consumed tracking caused a blank error

Sales Order

• Resolved: Sales Order CSV attachment being blank or missing when sending Purchase Order emails
• Resolved: Payment Receipt module option set to none still tries to print receipt

Shipping

• Resolved: Paid stamp not showing because of rounding errors
• Resolved: Shipping an item with a serial number containing a "\" caused an error
• Resolved: Voiding a shipment with Carton Based Shipping turned on removes all manually added shipping type line items

Quickbooks Desktop

• Resolved: Customers without a set country not importing state into Fishbowl
• Resolved: Partial fulfillment with multiple subtotals export issues
• Resolved: Suspense account type would break the export/integration (UK version)

Quickbooks Online

• Resolved: Part/Product assigned accounts not overriding integration default account mappings

XERO

• Resolved: Classes not being included on journal entries in certain situations
• Resolved: Vendor credit journal debiting inventory asset rather than crediting it
• Resolved: Export rounding errors
• Issue: "Invoice # must be unique" error when fulfilling 2 different drop-ship items on the same order

• Resolution: Added module option to add a unique ID to the order number

• Resolved: "The line amount cannot be zero or empty" export error

Database Changes

• Added column PART.DEFAULTOUTSOURCEDRETURNITEMID
• Added column PART.DEFAULTPOITEMTYPEID
• Dropped table PLUGINDATA_AUD
• Also added 'Cancelled' status id's for SO and SO Item (85 and 75 respectively)
• Updated the following fields to size 60

• SO.billToName
• SO.shipToName
• SHIP.shipToName
• PO.shipToName
• PO.remitToName
• XO.shipToAttn
• XO.fromAttn