CStoreOffice® Release Notes Archive

Release 19.0.0

Production: 10/24/2018

This page is intended to inform Petrosoft customers about new CStoreOffice® release features and improvements. It contains overviews of new features and improvements with detailed information in the form of screen shots, links to the corresponding Petrosoft University Portal sections and videos.

Reports

Improved! Up to 10 favorite reports can now be displayed on the CStoreOffice® home page.

Where:CStoreOffice® home page.

UI Changes: The Show on Home page option has been added on the Reports > Favorites form.

For more details, see Favorite Reports on Home Page.

Improved! An ability to manage fuel prices for the Radiant cash register has been implemented.

Where: Reports > Fuel > Sales > Gasoline Price Management.

UI Changes: A new Radiant option has been added to the Gasoline Price Management report.

For details, see Gasoline Prices Management Report.

Improved! The Filter by Station Tags and Filter by Item Tags options now allow selecting tags at different levels of the tags tree.

Where: Reports forms > filtering options.

UI Changes: The tags tree in report filtering options is now presented as a hierarchical structure, not a flat list.

For details, see Reports.

Improved! The Site Reference Data Report has been improved. When the report data is converted to Excel, the download progress bar is displayed.

Where: Reports > Price Book > Set up and maintenance > Site Reference Data Report.

UI Changes: The progress bar is now displayed to indicate that the report data is being loaded to the file.

For details, see Site Reference Data Report.

Items

Improved! (Only for Radiant Cash Registers) It is now possible to select sales locations for car wash items.

Where: Items > Car Wash Settings.

UI Changes: The Enable sales location for car wash items check box has been added on the cash register settings form; the Sales Locations list has been added on the Item form, in the Car Wash Settings section.

For details, see Car Wash Items Sales Locations.

CipherLab 9700

New! The CipherLab 9700 scanner can now be connected to a network over LAIRD wireless.

For details, see the CipherLab 9700 with Mobile Assistant Application manual.

Other

New! A new Allow user to remove location tag permission has been added. Users to whom this permission is granted can remove custom tags from the tags tree.

Where: Edit Employee form, Role management form.

UI Changes: The Allow user to remove location tag permission has been added to the Data Entry permissions list.

For details, see Removing Tags.

Improved! Employees' data can now be exported to a file of the XLSX format. You can export all employees' data or filter out only relevant data for export.

Where: Settings > General > Employees.

UI Changes: The Export to Excel button has been added on the Employees list report form.

For more details, see Exporting Employees Data.

Improved! CStoreOffice® now uses Google Geocoding APIs for address settings.

Where: Vendors, Account Info and Employees forms.

UI Changes:

When a country is selected, CStoreOffice® displays address fields that match this country (Province, State, Division, Administrative Area and so on).
When you start typing the address, CStoreOffice® forms a list of matching variants, and automatically populates address fields depending on the selected address.

For details, see Setting Up Merchandise Vendor, Account Info and Defining Employees Properties.

Improved! The Standard Cost field has been renamed to Negotiated Cost, the Case Cost and Unit Cost fields have been renamed to Negotiated Case Cost and Negotiated Unit Cost, correspondingly.

Where: The following forms have been updated:

Price Book > Items > Item > Station Level
Price Book > New Item Manager > Cost Exception > OverCharged > Station > Vendor > Item
Reports > Store > Pending Invoices > Choose Invoice

UI Changes: The field renaming changes have been implemented in tables columns, error messages and operations buttons on the forms listed above.

For details, see Items.

Improved! The PDF template for printing lists of Price Book objects (categories, CR departments, price groups and promo groups) has been updated.

Where: Price Book > Categories, CR Departments, Price Groups and Promo Groups forms.

UI Changes: The objects lists are now printed on the new PDF template.

For details, see Categories, CR Departments, Price Groups and Promo Groups.

Improved! Top headers are now locked in Price Book. Report forms that contain a large number of rows are also locked. A user can now see the report name, table headers and access the report operation buttons at any time.

Where: The following forms in CStoreOffice® have been updated:

Reports > Store > Invoices
Reports > Store > Items Sales By Tags
Reports > Store > Cash Register Journal
Reports > Store > Departments Sales
Reports > Store > Itemized Inventory By Tags
Reports > Store > Item Groups Shortage
Reports > Store > Price Change by Tags
Reports > Store > Spoilage by Tags
Reports > Pricebook > Item Movement
Reports > Pricebook > Best Sellers Report by Purchases
Reports > Pricebook > Site Reference Data
Price Book > Categories
Price Book > CR Departments
Price Book > Items
Price Book > CR Departments > Product Codes
Price Book > CR Departments > Department Taxes
General > Employees

UI Changes: The top headers are now fixed on the forms listed above.

Improved! The permission-based approach has been implemented for operations of creating, editing and deleting locations.

Where: Edit Employee form, Role management form.

UI Changes: The Allow user to setup locations permission has been added to the Admin Tools permissions list.

For details, see Granting Permissions for Work with Locations.

Improved! The email functionality is now available to user accounts who are using it. Such user accounts have been added to an account group, and email components have been made available only for this group. New users do not have access to the mailbox in CStoreOffice® by default.

Where: CStoreOffice® accounts.

UI Changes: When a user not having access to the email functionality accesses the mailbox, an error message is displayed.

For details, see Mail.

Release 18.3.0

Production: 8/15/2018

This page is intended to inform Petrosoft customers about new CStoreOffice® release features and improvements. It contains overviews of new features and improvements with detailed information in the form of screen shots, links to the corresponding Petrosoft Cloud help sections and videos.

18.3.0 Release Highlights

Security Measures Enhancement—New Authentication System replaced completely the old log-in system
Roles management—more flexible approach for granting access rights
Several enhancements in Items setup process
Import Tool, PIM updates. See details, in What's New in Import Tool, What's New in PIM.

New Authentication System

New! A new authentication system has been replaced completely the old authentication system starting from 6 August, 2018. Authentication email and password are needed now for logging in CStoreOffice®.

For more information on how to use the new sign-in CStoreOffice® form, see Logging into CStoreOffice®.

Main Menu Reorganized

Improved! The main menu in CStoreOffice® has been reorganized to facilitate access to the most commonly used options.

Where: CStoreOffice® Home Page.

UI Changes:

The Lottery Inventory and Lottery Count menu items have been moved to the Inventory menu.
The Cycle Count Tickets menu item has been renamed Inventory Audit at Inventory.
The Merchandise Addition menu item has been renamed Non itemized Purchases at Vendors > Bills.

Beta mode

In this subsection, we announce new features and improvements, which are available only in beta test mode. For more information on how to turn beta mode on and off, see Turning Beta Mode On and Off.

Improved! All home page widgets can now be expanded by default.

Where: CStoreOffice® Home Page.

UI Changes: A new Expanded Widgets section has been added at Settings > Admin > Home Page Settings.

For details, see Configuring Default Widgets View.

General Settings

Improved! The language lists in the Account Info and General sections now display native language names.

Where:

General > Profile > Account Info.
General > Setup Account.

For details, see Account Info.

Improved! Permission-based approach has been implemented to the operations of the creation and editing of the following forms:

Roles
Employees
Categorie
NACS Categories
Promo Group
Price Groups

UI Changes: The corresponding permissions have been added at General > Roles > role setup or editing form.

Improved! Employee's authentication email is now displayed by default in the Employees list report.

Where: General > Employees.

UI Changes: A new Email column has been added to the Employees list report.

For details, see Employees.

Improved! Permission-based approach has been introduced to the roles setup feature.

Where: General > Roles and Employees.

UI Changes:

Three new permissions Allow users to create and edit roles, Allow users to create and assign roles to other users according special "Available roles list to assign" on the Role Setup form, and Allow users to change "Advanced" employee settings have been added at General > Roles > role setup or editing form.
A new Allow assignment for all users check box has been added at General > Roles > role setup or editing form.
A new Available roles list to assign list has been added at General > Roles > role setup or editing form.

For details, see Role and Permission Management and Employees.

Improved! CStoreOffice® now uses Google Geocoding APIs for address settings on station forms.

Where: Station form.

UI Changes:

When a country is selected, CStoreOffice® displays address fields that match this country (Province, State, Division, Administrative Area and so on).
When you start typing the station address, CStoreOffice® forms a list of matching variants, and automatically populates address fields depending on the selected address.

For details, see Station Options.

Improved! Stations and companies can now be sorted by name in the stations/companies list.

Where: Home page, reports forms, general stations and companies lists.

UI Changes: Display lists of stations and Display lists of companies options have been added to the Profile > Reports Display Settings form.

For details, see Reports Display Settings.

Items

New! Taxes and product codes can now be managed by location tags.

Where: Price Book > Items > item's creating or editing form.

UI Changes: The By location option has been added to Taxation Settings and Product codes settings sections.

For details, see Setting Up Item Taxes and Setting Up Product Codes.

New! Items can now be sent to the cash registers in different languages depending on the station settings.

Where: Data Entry > Dashboard > Station Options > General.

UI Changes: A new Language list has been added to the station setup form.

For details, go to Viewing and Configuring Location Settings > General.

Improved! Special symbols can now be entered in the Item Description and Receipt CR Description fields to store and transfer to the cash registers the accurate item description.

Where: Price Book > Items > item's creating or editing form.

For details, see Items.

Improved! Users can now customize the list of items in the Fields to Show section by adding or removing the item's attributes to be displayed in the list columns.

Where:Price Book > Items.

UI Changes:

Additional item's attributes grouped by Item Attributes, Item Tags, and Other settings have been added to the Fields to Show section at Price Book > Items > open Operational Panel.
Additional item's attributes grouped by Item Attributes and Other settings have been added to the Fields to Show section at Price Book > Items > Price Management > open Operational Panel.

Promotions

Improved! It is now possible to send the external promotion identifier to the Radiant cash registers. This feature is permission-based.

Where: Price Book > Promotions > promotion setup form.

UI Changes:

A new External Promo # column has been added to the Promotions List at Price Book > Promotions.

A new External Promo # field has been added to the promotions setup form at Price Book > Promotions > create or edit promotion.
A new Allow user to edit Permission for External promo ID permission has been added at General > Roles > role setup or editing form.
A new Send External Promo # to CR option has been added to the Cash Register form at Data Entry > Dashboard > Station Options > Cash Register > Advanced > Advanced.

For details, see Promotion Setup Form.

Reports

New! Users can now get for analysis the complete information about all account's locations, their attributes and tags.

Where: Reports > Price Book.

UI Changes: A new Site Reference Data report has been added at the Reports > Price Book > Set up and maintenance.

For details, see Site Reference Data Report.

Release 18.2.0 (June/2018)

This page is intended to inform the Petrosoft customers on CStoreOffice® release new features and improvements. It contains overview of new features, improvements and bugs fixes with detailed information in the form of screen shots, links to the corresponding Petrosoft Cloud help sections and videos.

Production: 6/06/2018

18.2.0 Release Highlights

Login System Changes—New Authentication System
Beta mode—try CStoreOffice® refreshed design and let us know your feedback
Radiant cash registers—support Car Wash setup, tax settings and product codes at item level
Loyalty—more flexible approach for granting discounts to customers
Loyalty—more flexible approach for granting discounts to customers
Several enhancements in Import Tool. See details in What's New in Import Tool.
Improvements to items, price management, and reports in PIM. See details, in What's New in PIM .

New Authentication System

NEW!

New! A new sign-in form has been implemented for logging in CStoreOffice®, which requires setting up an email address that should be unique for each user.

New sign-in form will contain the links to the old sign-in form for some period of time. During this period, we strongly recommend you to review the information about new sign-in form carefully and start using it as the normal way of logging in CStoreOffice®.

For details, see the Logging into CStoreOffice® or Release 18.2.0 Videos.

Beta mode

In this subsection, we announce new features and improvements, which are available only in beta test mode. For more information on how to turn on and off beta mode, see Turning Beta Mode On and Off.

New! The refreshed design of CStoreOffice® home page is now available in beta test mode.

Where: CStoreOffice® Home Page.

UI Changes: The home page has been redesigned.

Improved! Several refreshed home page elements are now available in beta test mode.

Where: CStoreOffice® Home Page.

UI Changes:

The News section has been renamed to the Events section, which is collapsed by default.
The Merchandise and Items Updates sections are now also collapsed by default.
The Key Performance Indicators table has been redesigned.

Items

New! Users with special permissions can now set the recommended, minimum, and maximum retail when creating or editing item at the station level.

Where: Price Book > Items > Add New or select an item and click Edit > switch to the station level.

UI Changes:

Three new fields Recommended Retail, Min Retail, and Max Retail have been added at the item setup and editing forms.

Three new permissions Allow user setup recommended retail for pricebook's item, Allow user setup min retail for pricebook's item, Allow user setup max retail for pricebook's item, have been added at General > Roles > role setup or editing form.
For details, see Items.

New! (For Radiant cash registers only) Customers having multiple locations on one account can now set up different taxes for the same item depending on local taxation.

Where: Price Book > Items > select existing item and click Edit.

UI Changes: The Taxation Settings section has been added at the item editing form.

For details, see Setting Up Item Taxes.

New! (For Radiant cash registers only) It is now possible to set up different product codes for the same item on different locations within one CR department.

Where: Price Book > Items > select existing item and click Edit.

UI Changes: The Product codes settings section has been added at the item editing form.

For details, see Setting Up Item Product Codes.

New! Users can now select the predefined measure units when setting up or editing item's weight or volume.

Where: Price Book > Items > Add New or select an item and click Edit.

UI Changes: The Quantity field and the measure units list have been added at the item setup or editing form. These elements appear when the weight or volume value is selected in the Measure type list.

For details, see Items.

Improved! All linked items, if any, are now displayed for the updated item in the Items Updates Manager.

Where: Home Page > Items Updates > select station > Updates Manager > Changes section.

UI Changes: Displaying of all linked items has been added at Updates Manger > Changes section > Updates subsection.

Data Entry

Improved! (For Radiant cash registers only) System users can now set up the level (Department or Item) at which the following item settings will be configured and then sent to a cash register:
Tax settings, Product codes, CR Radiant Item Type attributes

Where: Data Entry > Dashboard > Station Options > Cash Register.

UI Changes: Three new options have been added at the Shared Options section:

Apply CR Taxation
Apply CR Product Codes
Apply CR Radiant Item Type attribute

For details, see Configuring Taxation Strategy for Cash Register, Configuring Product Codes Settings for Cash Register, Items.

Improved! The procedure of automatic importing the house accounts data from the Sapphire cash register has been improved for better data accuracy. The Invoice Number field is now filled in automatically with the transaction number value from the corresponding house accounts transaction.

Where: Data Entry > Cash Reconciliation > House Accounts.

UI Changes: For all automatically imported house accounts data from the Sapphire cash register, the Invoice Number field contains now the transaction number.

For details, see House Accounts.

Improved! The possibility to manage taxes calculation settings at QwickServe cash registers has been added to ensure data accuracy in taxable sales.

Where: Data Entry > Dashboard > Station Options > Misc.
UI Changes:

The QwickServe Taxes Calculated on Cash Register check box has been added at the QwickServe Settings section.

Improved! The procedure of processing discounts data from the Sapphire cash registers has been enhanced to ensure all discounts data delivery to CStoreOffice® from the registers.

Where: Data Entry > Dashboard > Cash Register > select advanced.

UI Changes: The Departments fuel discount option has been added to the Fuel Loyalty list at the advanced view of the Cash Register section.

Loyalty

Improved! Loyalty discount values may now vary according to the weekday, on which the customer uses the loyalty program.

Where: Home Page > Settings > General > Loyalty.

UI Changes: The Add Value and Add Value Availability columns have been added to the Loyalty IDs Ranges table.

Price Book

Improved! (For Radiant cash registers only) CStoreOffice® price books for newly added locations or accounts can now be synchronized with the real price books from the connected cash registers.

Where: Home Page > Items Updates and Price Book > Import Tool.

UI Changes:

A new Request price book sync on first CR update permission has been added at Settings > General > Setup Account form (for users with system role only).
A new Sync PB button has been added at Home Page > Items Updates > click your station > Updates Manager > Changes section.
A new Quick Operations > Import Price Book from CR section has been added at Price Book > Import Tool > right menu.

For details, see Price Book Synchronization.

Improved! The results of delivering the Price Book updates from CStoreOffice® to the ClearVision cash registers are now logged into DCBox and then displayed to the user.

Where: Home Page > Items Updates > click a station > Updates Manager.

UI Changes: None.

Improved! Car Wash setup is now supported by Radiant cash register.

Where: Price Book > Items > Add New or Edit item.

UI Changes: None.

Improved! Users are now notified what promotions and their parameters are supported only by Radiant and/or ClearVision cash registers.

Where: Price Book > Promotions.

UI Changes: Notifications have been added at the promotion setup or editing form > How Much section.

Vendors

Improved! The EDI parser option can now be configured only when the vendor is created to ensure the invoices data accuracy.

Where: Vendors > Vendors List.

UI Changes: The EDI Parser option is now not editable for already existing vendor.

For details, see Configuring Vendor Ordering Settings.

Transactions

Improved! During writing a new check, specifying general class for two or more entries in the check is now required to ensure the balance data accuracy.

Where: Transactions > Banking > Write Checks.

UI Changes: The Class list has been added at the top of the Write Checks form.

Improved! A large amount of data is now loaded quickly and displayed in a more convenient way in the Audit form.

Where: Transactions > Audit.

UI Changes: The pagination element has been added at the bottom of the report's table.

Reports

New! CStoreOffice® system users can now view and analyze the following EDI information Stations using EDI feature, EDI invoices statuses.

Where: Home Page > Tools.

UI Changes: The EDI menu has been added at Tools with the following three reports:

EDI invoice report
EDI station report
EDI unparsed invoices report

Improved! The Store GPM report displays now all stations, for which the report is generated.

Where: Reports > Store > Merchandise > GPM > Store GPM.

UI Changes: All stations selected in the Stations Included section are now displayed in the Filter by Stations field.

For details, see Store GPM Report.

Improved! The possibility to repull shifts from CStoreOffice® is now supported by the SmartPOS cash registers.

Where: Home Page > Cash Registers > Shifts Reports.

UI Changes:

The Repull Shift button has been added at the Pending Shifts section.
The Shift ID column has been added at the Pending Shifts table.

Improved! The statuses of accepting and reparsing shifts are now displayed at the shift reports for indicating the end of the processes.

Where:

Home Page > Cash Registers > Shifts Reports.
Reports > Store > Sales > Custom Shifts Reaccept.

UI Changes: Three new columns Scan Rate Calculation, Cost Calculation, QS Orders Parsing have been added at Shifts Reports > Pending Shifts section and Custom Shifts Reaccept report's table.

Improved! The tax amount in the Liquor Transaction Export report for the Gilbarco Passport cash registers is now calculated correctly.

Where: Reports > Accounting > Export Data > Liquor Transaction Export.

UI Changes: None.

Improved! Errors that occur during data export are now automatically reported in the Tickets section for the following reports:

Liquor Transaction Export
Tobacco Scan Data Supporting PMUSA
Tobacco Scan Data Supporting RJR

Where: Reports > Accounting > Export Data.

UI Changes: None.

For details, see Error Handling.

Improved! Each item prices update in the Liquor Transaction Export report is now automatically synchronized with CStoreOffice® item prices to ensure the prices relevance.

Where: Reports > Accounting > Export Data > Liquor Transaction Export.

UI Changes: None.

For details, see Liquor Transaction Export report.

Improved! Several enhancements have been made to the Tobacco Scan Data supporting PMUSA report:

The report's performance has been improved.
The amount of items discounts is now calculated correctly.

Where: Reports > Accounting > Export Data > Tobacco Scan Data supporting PMUSA.

UI Changes: None.

Improved! The Pending Invoices report became more convenient. When the invoice is selected in the Current Invoices section, the report page is automatically scrolled down to display this invoice at the bottom of the page.

Where: Home Page > Merchandise > Pending Invoices.

UI Changes: None.
For details, see Pending Invoices report.

Improved! The Advanced Item Reconciliation report has been actualized to ensure the displayed data accuracy.

Where: Reports > Store > Volume and State > Advanced Item Reconciliation.

UI Changes: None.

For details, see Advanced Item Reconciliation report.

Improved! The following improvements have been made to the Accounts Payable Open Bills report.

A large amount of data is now loaded quickly and displayed in a more convenient way.
It is now possible to view all open bills at once.

Where: Reports > Accounting > Manage Accounts Payable > Accounts Payable Open Bills report.

UI Changes:

The pagination elements have been added at the bottom of the report's table.
The Show all open payables check box has been added at the Due Date filter.

Improved! The Gasoline section has been renamed to the Fuel section at Reports.

Where: Reports > Fuel.

For details, see Fuel Reports.

Improved! The Order Gasoline report is now generated for the specific station selected by a user.

Where: Reports > Fuel > Purchases > Order Gasoline.

UI Changes: A new stations list has been added to the top right of the report form.

Improved! The titles of the following reports and their forms have been updated to ensure their consistency with each other and with the contents.

Fuel (former Gasoline) Reports

Fuel Rebate report
Fuel Prices Change History report
Fuel Projection report
Fuel Sales Detailed report
Fuel BOLs report
Regular SIR report
Ultra SIR report

Price Book Reports

Postpone Price Group Retail Changes History report
Price Groups Management report
Items Cleanup report
List of Categories report
PLU List report
Report Problem Items report

Lottery Reports

Lottery Sales Increase report
Online Lottery Sales Audit report
Lottery Tickets Purchases repor
Instant Lottery Tickets Shortages report
Lottery Tickets Inventory by Serial Numbers report

Where: Reports.

UI Changes: The titles of the above reports have been updated.

Tickets

New! It became more convenient to analyze a large list of tickets coming from different locations due to the newly added filtering criteria.

Where: Settings > Admin > Tickets.

UI Changes:

New filtering criteria have been added at Tickets > Add Filters.

The Type field has been renamed to the Priority field at Tickets > Submit a Ticket.

For details, see Tickets.

Other

New! New Release Number format has been introduced into CStoreOffice®.

Improved! User permissions for managing price book items can now be configured in a more flexible way. The permissions for creating and editing price book items are now separated from each other.

Where: Settings > General > Roles.

UI Changes: The Allow users to edit items separate permission has been added at the Role Management form > Access Data Types > the Price Book component.

Improved! The company number can now be specified for the newly added or existing company profile.

Where: Settings > Tags > Companies.

UI Changes: The Company # field has been added at the company form.

Improved! CStoreOffice® error page has been updated to become more user-friendly and display relevant message in case of critical error.

Where:CStoreOffice® > Error Page.

UI Changes: The error page has been updated.

Improved! The following main menu items have been regrouped and renamed to become more intuitive for the users:

Data Entry

Inventory menu item has been moved to the main menu.
Store Sales menu item has been added to Store menu item
Fuel Sales menu item has been added

Inventory

Inventory menu has been added to the main menu
Orders menu item has been added to Inventory menu

Vendors

Store Purchases menu item has been renamed to Non-itemized

Purchases

Store Invoices menu item has been renamed to Itemized Invoices

February/2018 Release

Production: 2/28/2018

Home Page and Settings

New		A new Beta mode feature has been implemented that allows users to try CStoreOffice® new features and improvements before they are released to production. Users working in Beta mode are encouraged to leave their feedback on any issues they experienced with beta features. Where: - Beta Version notification at the top of each page with beta features. - Settings > Profile > Account Info. UI changes: - A new Beta Switcher notification has been added to the top of each CStoreOffice® page where beta features may be used. - A new Beta switcher has been added at Profile > Account Info form.
New		Users can now select the format of displaying the percentage increase and decrease on the home page. Where:Home Page > Settings > Profile > Reports Display Settings. UI Changes: A new Reports Display Settings section has been added to the user profile. For details, see Reports Display Settings.
Improved		Cash Register current state data are now exported and saved with UPC-A barcode in XLS file. Where:Home Page > Item Updates > select station > click CR Current State Export icon. UI Changes: UPC column has been replaced by UPC-A column in XLS file used for CR current state data export and storage.

Docs & Files

Improved

Annotations on the scanned invoice can now be moved during editing and saved in the place a user needs.
Where:Docs&Files > Docs Scanner > Document Information form.
UI Changes: Annotations editing form can now be moved.

Price Book

Improved		Several UI improvements have been implemented to the New Items table for its cross-browser compatibility and better visibility. Where:Price Book > Dashboard > click New Items > click any station. UI Changes: Station table headers are aligned in relation to table data.
Improved		Other Income department type can now be assigned successfully to newly added and existing CR Departments. Where:Price Book > CR Departments > Add New or Edit department. UI Changes: None.

Promotions

New		Three new promotion types supported only by Radiant Cash Registers have been implemented: Coupon, Link Saver and Happy Hour promotions. Where:Price Book > Promotions > Add New. UI Changes: Link Saver, Coupon types of promotions have been added to the Promotion type field. Starting and ending periods have been added to the Time frame section for Happy Hours promotions. For details, see Promotion Types.
Improved		Items are now structured by groups, if any, in the Items Updates Manager > Active Promotions list. Where: Home Page > Cash Register > Items Updates > select station > open list of Active Promotions. UI Changes: Group-structured items are now displayed in the Active Promotions list.
Improved		Users can now view all parameters supported only by Radiant Cash Registers while creating or editing promotions. Where:Price Book > Promotions > Add New > Promotion form > How Much section. UI Changes: A new warning message has been added to the Promotion form > How Much section.
Improved		Error message about invalid items quantity in Combo promotion type has been supplemented by maximum and minimum number of items allowed. Where:Price Book > Promotions > Add New > select Combo > What is Included section. UI Changes: A new message has been added with maximum and minimum number of items allowed.

Import Tool

Improved		Users can now specify the check digit options for the uploaded CSV file with items. Where:Price Book > Import Tool > Price Book > Items > select draft > click Add More > From File. UI Changes: A new 'All SKU in file have check digit' list has been added to the From File section. For details, see Importing Data from File > step 7.
Improved		The mapping feature implemented only for the items in previous release is now also working for importing item tags, new vendors and promotions. Where:Price Book > Import Tool > Price Book > select Vendors or Promotions or Item Tags. UI Changes: Mapping table is now displayed when new vendors or promotions are imported. For details, see Monitoring and Adjusting Items Taxonomy when Importing Promotions, Monitoring and Adjusting Items Taxonomy when Importing Vendors.
Improved		Users are now warned about providing full access to the Price Book components when they are activating the Import Tool component for any role or employee. Where:Home page > Settings > select Employees or Roles > do one of the following: - For Employees: click any employee > Login & Password section > the Role list > click Advanced > expand Price Book > click Click to view related components > activate PriceBook.ImportTool component. - For Roles: select role > click Edit > expand Price Book > click Click to view related components > activate PriceBook.ImportTool component. UI Changes: A new confirmation dialog has been added to the PriceBook.ImportTool component.
Improved		Time for saving promotions from a buffer to a draft has been reduced. Where: Price Book > Import Tool > Price Book > Promotions. UI Changes: None.
Improved		The structure of CSV example file for importing Item Tags has been optimized. Where:Price Book > Import Tool > Price Book > Item Tags > select draft > click Add More > From File > Download example. UI Changes: Obsolete fields have been removed from CSV example file, new fields have been added.

Vendors

Improved

Vendor deletion operation should now be confirmed.
Where:Vendors > Vendors List > select vendor > click Delete.
UI Changes: A new message has been added for confirming a vendor deletion operation.

Transactions

Improved

QuickBooks synchronizing performance for companies with a large number of stations has been improved.
Where:Transactions > Audit > select company with a large number of stations > click Open QB Synchronization Manager.
UI Changes: None.

Reports

New		Users with 'Manager' role can now view stock movement at all account locations in the Stock Movement report. Where:Reports > Store > Inventory > Volume and State > Stock Movement report. UI Changes: A new 'Allow access for all stations from Stock Movement Report' permission has been added at Settings > General > Roles > add or edit a role.
Improved		The Spoilage Rate parameter is now rounded to two decimal places due to its calculation accuracy in the Spoilage by Tags report. Where:Reports > Store > Merchandise > Maintenance > Spoilage by Tags report. UI Changes: Two decimal places have been added to the Spoilage Rate parameter.
Improved		Several UI improvements have been made to the Labor Analysis report. Where:Reports > Payroll > Labor Analysis report. UI Changes: Report printed form has been enhanced to display all data properly, printed file name has been aligned with the report name.
Improved		PDF layout of the Item Shortage report has been enhanced. Where:Reports > Store > Inventory > Shortages > Item Shortage report. UI Changes: Enhanced PDF layout.
Improved		Vendor search is now not case-sensitive in the Find and Replace in Store Purchases report. Where:Reports > Store > Merchandise > Maintenance > Find and Replace in Store Purchases report > Advanced > click Find or Replace. UI Changes: Case sensitivity has been removed from Find and Replace sections.
Improved		The Profit Contribution report can now be printed, if all stations are selected in Filter by Station. Where: Reports > Store > Merchandise > GPM > Profit Contribution report. UI Changes: None.
Improved		The Aim Export report data includes now all types of custom income sales used at user's account. Where:Reports > Accounting > Export Data > Aim Export report. UI Chagnes: None.
Improved		Filter by Promotions in the Promotions by Tag report has become more convenient to use due to several usability improvements. Where:Reports > Store > Sales > Promotions by Tag report. UI Changes: The width of the Promotions list in the Filter by Promotions has been extended. Promo # has been added to the Promotions list.

December/2017 Release

Production: 12/07/2017.

Docs&Files

Improved

The scanned invoice image can now be rotated to an arbitrary angle
Where: Docs&Files > Docs Scanner.
UI changes: A new field for entering arbitrary angle has been added to the Document Information form.

For details, watch video.

Data Entry

New		Petrosoft is now supporting register integration to back office with POS 'Clear Vision'. Register type can be selected by navigating to CStoreOffice® > Data Entry > Cash Register. UI changes: A new 'Clear Vision' cash register model has been added to the Cash Register section.
Improved		The Daily Data section on the Cash Reconciliation form can now be printed or saved as PDF. Where: Data Entry > Cash Reconciliation > Daily Data. UI changes: A new 'Print' button has been added to the Cash Reconciliation form. For details, see Cash Reconciliation.

Price Book

New		Car Wash setup is now supported by Bulloch cash registers in CStoreOffice®. Where: Price Book > Items > Add New or Edit item. UI changes: A new 'Car Wash Settings' section has been added to the item setup form. For details, view Creating Car Wash Item or watch video.
Improved		To deactivate an active promotion, click the End Promotion button. 'Delete' promotion option has been removed from promotion form. Where: Price Book > Promotions. UI changes: The Delete button has been removed from the Promotions list. For details, see Promotions.

Customers

Improved		Purchase Order ID field has been added to invoice forms and reports in CStoreOffice®. Where: - Invoices form: Customers > Store Sales > Invoices. - Invoices report: Reports > Store > Merchandise > Deliveries and Invoices > Invoices. - Pending Invoices report: Reports > Store > Merchandise > Deliveries and Invoices > Pending Invoices. UI changes: A new 'Purchase Order #' field has been added to the Invoice form, to the Invoices and Pending Invoices reports. For details, see Invoice, Invoices report, Pending Invoices report.
Improved		The procedure of saving a sale invoice as a template has been changed. CStoreOffice® users can now select a new 'Template' status when starting to create an invoice and before saving it. Where: Customers > Invoices > Sales invoices. UI changes: A new 'Template' status has been added to the Sale Invoice form instead of the 'Use as Template" button which was located at the top right of the form. For details, see Sales Invoices and watch video.

Vendors

New		A new fuel parser has been implemented to support the EDI 810 format when parsing fuel invoices. Where: Vendors > Vendors List > select fuel vendor > View/Edit. For details, see Configuring Vendor Ordering Settings.
Improved		EDI status can now be enabled or disabled on vendor-station level. Where: Vendors > Vendors List > Edit vendor > select station > EDI Options section. For details, see Setting Up Merchandise Vendors.
Improved		Horizontal and vertical scroll bars have been added to the Fuel Invoice form for improving its usability. Where: Vendors > Fuel Invoices > Create Fuel Invoice. UI changes: Scroll bars have been added to the form.

Import Tool

New		The history log has been added to Import Tool for displaying user actions with items: exporting, importing, and editing items. Where: Price Book > Import Tool. UI changes: A new history log icon has been added at the right of the main menu > right of the help icon. For details, see Viewing History Log.
New		Ability to view or manage item parent-child relationship has been added to the Import Tool functionality. Where: Price Book > Import Tool > Price Book > Items. UI Changes: A new 'Child in Parent' column has been added to the Items draft table. For details, see Importing Items to Station.
New		A new mapping feature has been implemented for adjusting categories, departments, manufacturers, and vendors while importing items. Where: Price Book > Import Tool > Price Book > Items. UI changes: A new Mapping form has been added to Items draft table. For details, see Monitoring and Adjusting Taxonomy Settings.
Improved		Ability to import vendors and items associated with them has been granted as of current release. Where: Price Book > Import Tool > Price Book > Vendors. UI changes: A new 'Import vendor items' option has been added to the Account Price Book and Location data sources for vendors. For details, see Working with Vendors.
Improved		It is now possible to view image of the tag, if any, in the draft and buffer tables. Where: Price Book > Import Tool > Price Book > Item Tags. UI changes: A new 'Image' column has been added to the draft and buffer tables.
Improved		All Price Book elements can now be filtered in the draft's table. The filter conditions and number of filtered items are now displayed in the data sources panel. Where: Price Book > Import Tool > all Price Book elements. UI Changes: Filters have been added to the draft tables of all Price Book elements.The filter conditions and number of filtered items are now displayed in the data sources panel. For details, see Filtering Data.
Improved		Promotions can now be imported with items, promo groups, and departments the items pertain to. Where: Price Book > Import Tool > Price Book > Promotions. UI changes: Items, promo groups, and departments have been added to the promotions draft table. For details, see Importing Promotions to Station.
Improved		It became more convenient to save data to CSV file. Where: Price Book > Import Tool > all Price Book elements. UI changes: A new 'save to CSV' button has been added to the top right of each draft table. The Save to CSV option has been removed from the Data Source panel. For details, see Exporting Draft Data to CSV File and Editing Data in Buffer.

Reports

New		A new 'Employee Activities Audit' report has been implemented for showing the time spent by employees of the selected location on workflow tasks. Where: Reports > H.R. > Employee Activities Audit. For details, see Employee Activities Audit report.
Improved		It is now possible to monitor the spoilage rate in the Spoilage by Tags report. Where: Reports > Store > Merchandise > Spoilage by Tags. UI changes: A new 'Spoilage Rate' column has been added to the Spoilage by Tags report. For details, see Spoilage by Tags report.
Improved		The format of the RJR scan data used in Tobacco Scan Data supporting RJR Export report has been improved for the compliance with loyalty. Where: Reports > Accounting > Export Data > Tobacco Scan Data supporting RJR Export report. UI changes: Three new 'Manufacturer Multi-Pack Description', 'Account Loyalty ID Number', 'Coupon Description' fields have been added to the Tobacco Scan Data supporting RJR Export report.
Improved		The Merchandise Orders report is now generating for the specific station selected by a user. Where: Reports > Store > Merchandise > Deliveries and Invoices > Merchandise Orders report. UI changes: A new 'Station' list has been added to the Order options section. For details, see Merchandise Orders report.
Improved		CStoreOffice® users can now freeze table header while scrolling down the following reports: - Reports > Store > Sales > Item Sales by Tags report. - Reports > Store > Inventory > Shortages > Item Shortage report. - Data Entry > Cash Reconciliation > Related Reports > Cash Reconciliation MTD report. - Reports > Accounting > Operating Profit Estimates (Profit & Loss) report. - Reports > Store > Merchandise > Deliveries and Invoices > Invoices report. - Reports > Store > Inventory > Volume and state > Item Purchases by Tags report. - Reports > Store > Inventory > Volume and state > Itemized Inventory by Tags report. UI changes: A new 'Freeze headers' option has been added. For details, watch video.
Improved		The printed form of the Accounting Profit and Loss report displays now the report period. Where: Reports > Accounting > Accountant Reports > Accounting Profit and Loss. UI changes: The report period has been added to the printed form. For details, see Accounting Profit and Loss report.
Improved		Minor UI improvements have been made to the Cash Reconciliation report for enhancing the report total data visibility. Where: Reports > Accounting > Accountant Reports > Cash Reconciliation. UI changes: Padding has been added to each cell of the Total row.
Improved		The printed form of the Advanced Item Reconciliation report has been improved for displaying report data more visibly. Where: Reports > Store > Inventory > Volume and state > Advanced Item Reconciliation. UI changes: All days are now included into the printed form, the Book Inventory data are displayed only once for each category at the end of the report.

Other

New		A new workflow has been added to simplify the installation, connecting and uploading procedures for the single stores. Where: Main Menu > Workflows > Getting started for single store. UI changes: A new 'Getting started for single store' option has been added. For details, watch video.
New		A new 'Releases: What's New! What's Coming! What's Improved!' training has been added for keeping all CStoreOffice® Users informed about all CStoreOffice® release changes and updates. Where: Petrosoft Training Center > Training Schedule or Training Materials. For details, see Releases: What's New! What's Coming! What's Improved! training.
Improved		CStoreOffice® forms and reports uploading speed has been increased for providing better performance. Where: All CStoreOffice® forms and reports. UI changes: The loaders and graphs based on Flash and Microsoft Silverlight technologies have been replaced by GIF and Ext JS loaders and graphs.

October Release 2017

October release highlights

Login System Changes
Improvements to Import Tool
Enhancements in promotions: setup form redesign, new ending promotion procedure
CStoreOffice® website design improvements
For more details on the release scope, see What's New in CStoreOffice®

New Authentication System

New		CStoreOffice® Users are now authorized in the system with the Keycloak technology.
New		Currently to log in CStoreOffice®, you need to enter just your email and password.
Improved		It is now possible to update all account information from the Account Info form.

Price Book

Improved		It is now possible to end a promotion in the current day by deactivating the store where the promotion was active.
Improved		It is now possible to manage promotions for each station separately.

Data Entry

Improved

The Lottery forms have been redesigned at Data Entry > Lottery. Functionality remained the same.

Fuel Central

Improved

The "General" block is now locked for editing at Fuel Central > Vendors > Suppliers.

Import Tool

Improved		It is now possible to manage the Import Tool access rights at Settings > General > Roles.
Improved		Import Tool can now be opened from the Main Menu > Price Book > Import Tool.
Improved		It is now possible to import the linked items together with the selected items, view and edit the linked items together with the selected items and view in the buffer.
Improved		The draft columns are now displayed in different colors indicating the exporting options.

Loss Prevention Analytics

Improved

Additional information on cashier ID has been added to No-event at LPA > Video Journal.

Reports

Improved		It is now possible to export a report to Excel and customize the report data before exporting at Reports > Store > Sales > Item Sales by Tags report.
Improved		It is now possible to group the results of the Item Sales by Tags report by the Promotion and Vendor options.
Improved		The interface of the H.R. and Accounting reports has been redesigned for more convenient work with reports data.

Other

New		Currently to log in CStoreOffice®, you need to enter just your email and password.
New		It is now possible to specify a country of the location and company when setting them up.
Improved		It is now possible to export a report to Excel and customize the report data before exporting at Reports > Store > Sales > Item Sales by Tags report.
Improved		Performance improvement made at Settings > EDI Setup > Document Search.

August Release 2017

August release highlights

Price Book forms and reports redesign (functionality remained the same)
Improvements to Mix&Match promotions
Reports renaming, improvements in data accuracy.
For more details on the release scope, see What's New in CStoreOffice®

Data Entry

New		Currently the check digit for UPC codes is turned on and off automatically depending on the cash register used at Data Entry > Dashboard > Cash Register form > the Advanced view.
New		It is now possible to turn on and off the automatic update of the expenses linked to the payroll check at Data Entry > Payroll > Payroll Checks form.
New		It is now possible to turn on and off the loyalty data gathering for the Gillbarco cash registers.
Improved		The forms at Data Entry > Store, Lottery, Payroll, Competition, Inventory, Cash Reconciliation have been redesigned. The functionality remained the same.

Accounting

Improved		Account balances are now displayed for the parent accounts without taking into account sub-account values at Settings > Company > Chart of Accounts.
Improved		The employees of the selected company only, not the whole account, are now synchronized with QuickBooks.

Customers

Improved		It is now possible to filter the list of sales invoices by the invoice type at Customers > Invoices.
Improved		It is now possible to select the invoice amount when using credits at Customers > Accounts Receivable.
Improved		Aging Summary report now loads faster at Customers >Accounts Receivable >Aging Summary.

loss prevention analytics

Improved		Petrosoft Analytics product is now available by default to all users with the 'Owner' role set at Tools > Roles.
Improved		Video Journal events are not played automatically: once the recording is over the next starts playing.
Improved		It is now possible to copy the transaction ID from the Video Journal interface at LPA > Video Journal.
Improved		It is now possible to navigate the Video Journal time-line using the mouse-wheel.
Improved		Station name is now prompted in a tooltip at LPA > Video Journal.
Improved		Users are now prompted with the tooltips about the meaning of 'void' and 'cancel' terms throughout the LPA product.
Improved		For investigation purposes, it is now possible to expand the event time-frame for the selected period before and after using the corresponding +1m controls.
Improved		Currently, when the video journal is in the full screen mode, the names and timestamps of the scanned items are displayed as the pop-ups.

Price book

New		It is now possible to calculate tax before applying discount using Mix&Match promotion (for Ruby Sapphire cash registers only).
Improved		Cost Exceptions form design has been slightly improved at Price Book > Dashboard > Cost Exceptions.
Improved		The following Price Book forms has been slightly improved (grid styles, alignment etc.): Price, Promo Groups, Categories, CR Departments, Promotions.
Improved		It is now possible to have only active promotions displayed at Price Book > Promotions > Promotions report.
Improved		Currently the notifications about successful or failed items import to the station contain the ID of this station.

QwickServe

New

Currently the QwickServe menus, including categories and recipe items can be managed on both account and station levels.

Reports

Improved		The interface of 50 more reports has been redesigned for more convenient work with reports data.
Improved		The Labor Analysis report is now can be printed at Reports > Payroll.
Improved		The printed form of the Pending Invoices Consolidated report has been optimized at Home Page > Merchandise > Pending Invoices. The obsolete UI elements have been removed from the form.
Improved		A warning message has been added at Reports > Store > Sales > 6 Weeks Analysis report in case the user is trying to print the report to PDF with no Subtotals selected.
Improved		'Royalty Free Setup' button has been renamed into 'Royalty Setup' at Reports > Accounting > Royalty Calculator.
Improved		It is now possible to export Kerosene/Diesel Purchases data to SFTP and FTP at Reports > Gasoline > Kerosene/Diesel Purchases.
Improved		'Abnormal Cost' report has been renamed into 'Baseline Cost Variations' at Reports > Price Book. 'Etalon Cost' column has been renamed into 'Baseline Cost'.
Improved		'Abnormal Retail' report has been renamed into 'Baseline Retail Variations' at Reports > Price Book. 'Etalon Retail' column has been renamed into 'Baseline Retail'.
Improved		"E Fuel" products are currently displayed at Reports > Gasoline > Fuel margin report.
Improved		'Totals' columns currently have different colors for usability purposes at Reports > Store > Item Sales Comparison report.
Improved		The Fuel Taxes report at Reports > Accounting > Manage Taxes displays now more advanced information on fuel sales and taxes.
Improved		Currently the 'First In First Out' method for calculating the cost of inventory can be applied at Reports > Gasoline > Sales > Fuel Margins report.
Improved		It is now possible to switch to the LPA video journal for viewing more detailed information on company losses at Reports > Store > Inventory > Shortages > Company Losses.

Vendors

New		A new 'Create new items in SPB' option has been added at Vendors > Vendors List > create/edit vendor > EDI options section.
Improved		For time saving, Other Charges field is now auto-suggested at Vendors > Bills > Store Invoices.
Improved		The forms at Vendors menu have been redesigned. The functionality remained the same.

OTHER

New		A new permission to close a day without closing a batch has been added to SmartPOS permissions at Settings > Employees > user > Role > Advanced > SmartPOS.
Improved		The forms at Settings > General > Employees, Locations, Roles have been redesigned. The functionality remained the same.

April Release 2017

April release highlights

Price Book forms redesign (functionality remained the same)
New Mix&Match promo type
Three new reports
New station type - consigned station

The next release is planned for June 7. However, some of the improvements and fixes might become available earlier so that all customers could take advantage of the improvements and the ones who requested fixes could have their requests fulfilled.

Accounting

New		A new data type - VendorBillsDiscount - has been added at Tools > Transaction Assignment > Required Data Types.
New		A new data type - Commission Invoice - has been added at Tools > Transaction Assignment > Required Data Types.
New		A new data type - Consignment Invoice - has been added at Tools > Transaction Assignment > Required Data Types.
Changed		Usability improvement made to the chart of accounts import template at Tools > General > Setup Accounts. It is now possible to upload COA with parent-child relationships.
Changed		Usability improvement made to the process of deleting an account form the chart of account at Tools > Company > Chart of Accounts. It is currently possible to delete an account until it is used it the account series and transaction assignment.

Customers

New		Two new customer invoice types - commission invoice and consignment invoice - have been created.
Changed		Improvement made at Customers > Ship To > 'Credit Cards' has been renamed into 'Pass Through Credits'. Additionally, it is now possible to enter the information instead of selecting the predefined values form the list.

Data Entry

New		A new station type - Consigned Station - has been added at Data Entry > Dashboard > Station Options > General > Type > Consigned Station.
New		A new option - "Automatically calculate item minimum stock based on item sales history" - added at Data Entry > Dashboard > Misc.
Changed		Improvement made at Data Entry > Inventory > Cycle Count Tickets. Currently when trying to create a cycle count ticket, a user is warned about the pending invoices and price changes ignoring which affects the accuracy of the results.

Data Processing service (DPS)

Changed		Usability improvement made to Data Processing Service. Currently the Docs Scanner documents are made invalid after 6 month period spent in the status 'bad'.
Changed		Usability improvement made to Data Processing Service. The document number has been limited to 20 characters to prevent issues with integration with other services.
Changed		Usability improvement made to Data Processing Service. Currently users are notified about the 'broken' invoices and are advised on how to treat them.
Changed		Minor usability improvement made to the procedure of DPS vendor creation for new accounts. It is now not possible to create vendors name like "Misc", "Miscellaneous" etc.
Changed		Minor usability improvement made to the DPS interface. It is now possible scroll the left panel of the menu.
Changed		Usability improvement made at DPS > Docs Synchronizer. Currently a number of stations and vendors is displayed in brackets in the left pane.

Fuel Central

Changed		Minor usability improvement made at Fuel Central > Suppliers > 'Distributor's Vendors' renamed into 'Suppliers' for consistency.
Changed		Usability improvement made at Fuel Central > Vendors > Purchase Invoices > Edit > Send by Email and Customers > Sales Invoices > Edit > Send by Email. It is now possible to enter several email addresses separated by a comma.
Changed		Improvement made at Fuel Central > Customers > Sale Invoices. Currently both gross and net data is populated in the printable version of the invoice.
Changed		Minor usability improvement made at Fuel Central > Settings > Products. 'Products' have been renamed into 'Taxes, Fees, Surcharges'.

loss prevention analytics

Changed		Improvement made at LPA > Video Journal. It is now possible to select and copy data (UPC, for example).
Changed		The last 4 digits of the credit card used for payment is currently displayed in the Video Journal.
Changed		Minor usability improvement to Video Journal. When the fee and tax have zero value, they are not displayed in the transaction details.
Changed		Minor usability improvement to Video Journal. The saved filters are now sorted by name.
Changed		Minor usability improvement to Video Journal. It is now possible to select several events for printing using the CTRL key.
Changed		Minor performance improvement made to the process of switching the LPA filters. It now takes less time to load the filtering options when clicking the ON / OFF switcher.
Changed		Minor usability improvement to Video Journal filter calendar. Currently the period the available recording is marked correspondingly.
Changed		Minor usability improvement to Video Journal filters. It is currently not possible to create filters with duplicate names.

Price book

New		A new type of Mix&Match promotion 'Discount' have been added at Price Book > Promotions > New Price (Special) > Mix&Match. This type of Mix&Match promotion works as a set reduction, instead of selling at a promotional price.
Changed		Improvement made at PLU Batch Manager > Active Promotions. It is now possible to sort the promotions by number, name, category and type.
Changed		Improvements made to several Price Book forms - the look of the following forms has been improved: dashboard, item tags, import items, price management.
Changed		The process of uploading the single vendor Price Book has been improved: it is now possible to upload the following at Price Book > Import Items > Single Vendor Price Book: Unit cost Negotiated cost Suggested retail

Reports

New		A new report has been added at Reports > Accounting > Liquor Transaction Report.
New		A new report has been added at Reports > Payroll >Labor Analysis Report.
New		A new report for comparing the lottery sales for the selected periods on the item level has been added at Reports > Lottery > Lottery Sales Comparison.
Changed		Improvement made at Reports > Store > Cash Register Journal Report. It is now possible to expand and collapse the report results.
Changed		At customer's request, CStoreOffice® shift report currently populated with the vendor payout information.
Changed		Improvement made at Reports > Store > Distributors Malt Beverage Report. The report's calculation formula has been corrected.
Changed		Improvement made at Reports > Store > Itemized Inventory By Tags. Two new columns - Adjustment and Spoilage - have been added to the report.
Changed		Improvement made at Reports > Price Book > Best Sellers report. Two new columns - Cost and GMP $ - have been added to the report.
Changed		Several improvements have been made at Customer > Accounts Receivable > Aging Summary. It is now possible to filter the data by customers; import data into PDF and print from the report.
Changed		Improvement made at Reports > Accounting >Tobacco Scan Data supporting RJR Export. 6 new fields have been added to the report export file.
Changed		Minor usability improvement made at Reports > Gasoline > Gasoline Sales History. A screen tip has been changed from "Projected Sales in Dollars" into "Projected Sales in Gallons".

SmartPOS

Changed		New permissions have been added to CStoreOffice®: for moving prepay, for refund by PLU, for voiding QwickServe orders and for manual refunds.
Changed		A new permission to perform an error correction has been added to SmartPOS permissions at Settings > Employees > user > Role> Advanced > SmartPOS.

Settings

Changed

Sending to fax option has been discontinued at Settings > Admin > Home Page Settings.

transactions

Changed		Minor usability improvement made at Transactions > Chart of Account > Customers list report. Currently when setting up a new customer the required fields are highlighted.
Changed		Improvement made at Transactions > Account Register > Reconcile Report. Two new columns - 'Reconciled at' and 'CLR type' - have been added to the report.
Changed		Minor usability improvement made at Transactions > Audit > Edit Period. The 'Close' checkbox is disabled when the Total/Accounts value is 0.

Vendors

Changed

Usability improvement made at Vendors > Bills > Store Invoice. The invoice number has been limited to 20 characters to prevent issues with integration with other services.

other

Changed		It is now possible to switch the interface language at Tools > Employees /Profile / Setup Account on the account and employee level.
Changed		DC 501 cameras and NAS settings have been added at Data Entry > Dashboard > Station Options > Misc > Video NAS Cameras Settings.
Changed		Minor usability improvement made at Data Entry > Inventory > Cycle Count Tickets. A notification warning user that inventory will be processed on a shift that differs from the date of the actual inventory has been added.
Changed		Minor usability improvement made at Data Entry > Inventory > Cycle Count Tickets. A notification recommending user to process all pending price change tickets / pending invoices / shift reports prior to creating a cycle count ticket has been added.
Changed		Usability improvement made at Home Page > Items Updates. It is now possible to print the shelf tags for New Price or Price Reduction straight form item updates.

February Release 2017

February release highlights

Video Journal Redesign
Price Book forms redesign (functionality remained the same)
Real time inventory feature
Numerous improvements to Fuel Central

The next release is planned for April 12. However, some of the improvements and fixes might become available earlier so that all customers could take advantage of the improvements and the ones who requested fixes could have their requests fulfilled.

Cash Register

New		Improvement made at Dash Board > Station Options > Misc. It is now possible to remove and unmap cash registers and fuel pumps.
Changed		Improvement made at Dash Board > Station Options > Cash Register. Two new options - Shift Period Name and Day Period Name - have been added for Sapphire/Topaz registers.

Customers

Changed		Improvement made at Customers > Accounts Receivable New > Method of Payment. A new 'Method of Payment' field is now available when creating payment.
Changed		Improvement made at CStoreOffice® > Customers > Accounts Receivable New > Receive Payments. The form currently loads faster.
Changed		Improvement made at Customers > Ship to > Pass Through Credits. It is now possible to send the pass through credit data by email.
Changed		Improvement made at Customers > Accounts Receivable > Aging Summary report. The report currently loads faster.
Changed		Improvement made at Customers > Accounts Receivable > Aging Summary report. It is now possible to add the report to favorites.

Data entry

Changed		Minor usability improvement made at Data Entry > Dashboard > Station Options > General > Product. It is now possible to select several products at a time.
Changed		Improvement made at Data Entry > Inventory > Item Groups Reconciliation. A new 'Full Inventory' option has been added. With this option on, the inventory is calculated for all groups. With the option off, the inventory is calculated only for the populated groups.
Changed		Improvement made at Data Entry > Inventory > Cycle Count Tickets > Upload File. Currently when user uploads the file with incorrect encoding it is fixed automatically.
Changed		Improvement made at Data Entry > Inventory > Cycle Count Tickets. Currently when user tries to process an inventory ticket, he is warned about the presence of the pending invoices and redirected to the form for working with pending invoices.
Changed		Improvement made at Data Entry > Dashboard > Options > Cash Register > Sapphire/Topaz. It is now possible to set the custom shift and day name for this CR.
Changed		Improvement made at Data Entry > Inventory > Item Groups Reconciliation. A new Full Inventory option has been added. With this option on, the inventory is calculated for all groups. With the option off, the inventory is calculated only for the populated groups.
Changed		Improvement made at Data Entry > Inventory > Cycle Count Tickets. Currently users are notified about pending price changes when creating inventory ticket.
Changed		Improvement made at Data Entry> Inventory > Cycle count ticket > Upload File. An automatic encoding fixing utility has been added to fix the files with the incorrect encoding format.

Data Processing service (DPS)

Changed		Improvement made to DPS performance logic. Currently operators don't see the invoices that are out of the station's DPS subscription period.
Changed		Improvement made at System user > Settings > General > Setup Account. 'DPC' has been renamed into 'DPS'.
Changed		Improvement made at Docs & Files. This section has been brought back to CStoreOffice® product menu.
Changed		Improvement made to DPS performance logic. Currently invoices processed by EDI are automatically marked as invalid, but available for viewing and changing status.

Price Book

Changed

The following Price Book forms have been redesigned. Their functionality remained the same.
- Promotions list
- Promotions > Combo
- Cash Register departments
- Items
- Category

loss prevention analytics

Changed		Improvement made to Loss Prevention Analytics. A new 'No events' filter has been added to Video Journal and a new columns has been added to Risk Events reports.
Changed		Improvement made at Loss Prevention Analytics > Video Journal. Price Override information is now available amount the alerts of the Video Journal.
Changed		It is now possible to search by transaction ID (event number) and print the selected events at Loss Prevention Analytics > Video Journal.
Changed		Minor usability improvement made at Loss Prevention Analytics > Video Journal. The alert icons are now also displayed in the transaction header.
Changed		Improvement made at Loss Prevention Analytics > Video Journal. Two new filtering presets - 'Bookmarks' and 'All Events' - have been added.
Changed		Improvement made to camera navigation controls at Loss Prevention Analytics > Video Journal.
Changed		Improvement made to event details at Loss Prevention Analytics > Video Journal.
Changed		Improvement made at Loss Prevention Analytics > Video Journal. The Video Journal working area has been redesigned: an interactive time-line has been added; the event display has been improved; numerous minor usability improvements have been implemented.

Reports

Changed		Improvement made at Reports > Store > Cash Register Journal. A new 'Expand transactions during Excel conversion' option has been added.
Changed		Improvement made at Reports > Store > Loss Prevention. Currently the 'Date/Location' column contains the shift data as well.
Changed		Improvement made to the following store reports: - Store Purchases - Item Sales by Tags - Buydowns - Price Change by Tags It is now possible to filter the report data by shifts.
Changed		Improvement made at Reports > Store > COGs by Category report. It is now possible to subtotal the report data by category.
Changed		Improvement made at Reports > Gasoline > Gasoline Inventory By Station Report. The bar chart color scheme has been made more user-friendly.
Changed		Improvement made to all reports. Obsolete fax sending option has been removed from all reports.
Changed		Improvement made at Reports > Price Book > Dead Items report. The report's performance has been improved.
Changed		Improvement made at Reports > Store > Loss Prevention. Shift number is currently displayed in the Date/Location section.
Changed		Improvement made at Reports > Gasoline > Gasoline Inventory by Stations report. Colors of fuel on the chart were changed.
Changed		Improvement made at Reports > Store > COGS by Category. It is now possible to subtotal the report data by category.
Changed		Improvement made at Reports > Store > Cash Register Journal. It is now possible to filter the report data by cash register.
Changed		Improvement made at Reports >Store >Consolidated Tax Sales and Reports > Accounting >Food Stamp. A new 'Send to Email' button has been added to both reports.
Changed		Improvement made at Reports > Store > Cash Register Journal. The previously removed option to expand the transactions before the Excel export has been restored.

transactions

Changed		Improvement made at Transactions > Accounts Receivable > Receive Payments. Methods of payment are currently displayed on the form.
Changed		Improvement made at Transactions > Account Register. It is now possible to enter the accounts of 'Expenses' type on both side of transactions.
Changed		Improvement made at Transactions > Account Register. It is now not possible to delete check transaction from the Account Register form.
Changed		Improvement made at Transactions > Account Register. It is currently not possible to delete a check transaction from the Account Register form.
Changed		Improvement made at Transactions > Account Register. It is now possible to create the expense type accounts on the both sides of a transaction.
Changed		Improvement made at Transactions > Banking > ACH Payments. It is now possible to unprocess the transaction in the 'Action' column.
Changed		Improvement made at Transactions > Accounts Receivable > Receive Payments. Methods of payment (ACH, Cash, Check) have been added to the form.

QwickServe

Changed

Improvement made at QwickServe > Recipe items. Currently the items in the list contain not only UPC, but also PLU codes.

other

Changed		CStoreOffice® Mobile App 2.1.1 has been released. For more information, see CStoreOffice® Mobile App
Changed		Improvement made at Home Page > KPI. The 'Increase' column has been renamed into 'Change', and the column explanation has been added under the table.
Changed		Minor usability improvement made at Settings > Tickets. The station name is currently auto-suggested after user starts entering it.

December Release 2016

december release highlights

Petrosoft Products access has been redesigned. It is now possible to navigate between the available products via a new switcher in the top-right corner of the screen
Loss Prevention Analytics by Petrosoft has been singled out into a separate product
Numerous improvements have been made to Risk Events, Sales and Event Chronicles and Video Journal
Data Processing Service has been rebranded, redesigned and undergone a lot of usability improvements

The next release is planned for February 1. However, some of the improvements might become available earlier.

Cash Register

Changed

New fuel products for fuel mapping on Bulloch BT 9000 CR - Midgrade and Premium - are now available at Station Options > UST System > CR Mapping.

Data Entry

Changed		Minor usability improvement made at Data Entry > Cash Reconciliation. The form data alignment has been improved.
Changed		A new Real time Inventory option has been added at Data Entry > Dashboard > Station options > Cash Register (advanced) > Use real Time Inventory. When this option is on, the following forms display the inventory data in the real time: Data Entry > Store > Spoilage Reports > Store > Spoilage report Reports > Store > Spoilage by tags report

docs and files

New		Data Processing Center has been rebranded into Data Processing Service.
New		Data Processing Service has been singled out in a separate product within Petrosoft Cloud with its own menu.
Changed		Minor improvement made at Docs & Files > Docs Synchronizer. Currently when user closes Synchronizer, the invoice form closes as well.
Changed		Usability improvement made at Docs & Files > Docs Synchronizer. Currently the form for entering invoice form opens correctly for the operator regardless of the selected account. Previously it was necessary to open it at the account that entered this invoice into the system.
Changed		Minor improvement made at Docs & Files > Docs Synchronizer and Docs Scanner. Currently only account level vendors are available.
Changed		Minor improvement made at Docs & Files > Docs Synchronizer. Currently when operator tries to enter an invoice for an EDI enabled vendor, he receives a warning message.
Changed		Improvement made at Docs and Files > Docs Synchronizer. Currently the invoice upload and completion time is displayed alongside with the date.
Changed		Improvement made at Docs and Files > Docs Dashboards. The salary data is currently displayed in the collapsed view.
Changed		Improvement made at Reports > Accounting > Passport PDF Export. The export data is now uploaded to both Docs Explorer and clients FTP.

fuel central

New		A new feature has been added at Fuel Central. It is now possible to send the fuel orders to drivers via MMS at Fuel Central > Vendors > Fuel Orders.
Changed		Improvement made to the way the bulk terminals display at Distribution > Products > Taxes > Bulk terminal. Currently the FAC# is displayed in front of the terminal name.
Changed		Minor usability improvement made at Fuel Central > Drivers. "Print POs" button has been renamed into "Send POs".
Changed		Minor usability improvement at Vendors > Vendors List. Vendors has been renamed into suppliers for the product.

Loss Prevention Analytics

New		Petrosoft Analytics product has been re-branded into Loss Prevention Analytics.
New		A new report Risk Events Chronicles has been added to Loss Prevention Analytics product.
Changed		Improvement made at Loss Prevention Analytics > Sales Chronicles. A screen tip with detailed information on the selected period is now added when hovering over the graph.
Changed		Video Journal, Events Chronicles by Employees and Locations reports have been improved with the predefined sets of filtering options called presets.
Changed		Improvement made to Video Journal feature at Loss Prevention Analytics module. It is now possible to switch to full screen mode via "F" key, and switch between cameras by 1, 2, 3, 4, 0 keys.
Changed		Minor usability improvement made at Loss Prevention Analytics > Risk Events Rating, Video Journal and Sales Chronicles. It is now possible to navigate the events via the arrow keys.
Changed		Video Journal feature has been redesigned at Loss Prevention Analytics > Video Journal. Video recording now occupy more space, and the list or transactions and transaction details have been made more compact.
Changed		Improvement made at Loss Prevention Analytics > Risk Events. A new "Cancels" columns has been added.

price book

Changed		Improvement made at Price Book. All new (created within last 7 days) Promotions, Price Groups and Promo Groups are now marked with green asterisk.
Changed		Improvement made at Price Book > Price Groups > Price Management. It is now possible to filter and review the price groups by location.

Reports

Changed		Minor improvement made at Reports > Accounting > company > Balance Sheet report. Currently the accounts with empty balances are not displayed in the report.
Changed		Minor improvement made at Reports > Accounting > Sales Summary. Currently the voids, no sale and safe drop event details can be viewed within the Loss Prevention Analytics product.
Changed		Improvement made at Reports > Store > Account level > Itemized Refunds. When user opens the report, he can click the Loss Prevention Analytics icon to view this period within this product.
Changed		Improvement made at Loss Prevention Analytics > Risk Events. Direct department sales information has been added into Risk Events reports.
Changed		Minor usability improvement made at Admin > Tickets > New Ticket. The following fields have been made obligatory to fill: Full Name, Phone, Email.
Changed		Minor usability improvement made at Reports > Store > Consolidated Item Group Reconciliation report. The PDF version of the report has been rotated to landscape position and wide tables are now split into two.
Changed		Minor usability improvement made at Reports> Accounting >Aim Export. User is currently notified on the successful export by a message.
Changed		Performance improvement made at Reports > Price Book > Account Level > Dead Items. The report currently loads faster.
Changed		Improvement made at Transactions > Account Register > Reconcile Report. It is now possible to reconcile transactions of child accounts from a parent account.
Changed		Minor performance improvement made at Reports > Store > Account Level > Consolidated Item Group Reconciliation. The report currently generates faster.
Changed		Improvement made at Reports > Store > station > Merchandise Orders. The following new columns have been added to the report: Unit in Case, Cases to Order, Cases Cost and Cases Retail.
Changed		Improvement made at shift reports. Clicking the specific refunds and oped departments sales now leads to the Loss Prevention Analytics product where you can view the details.
Changed		PJR reports have been moved from the Reports section into a separate product UI - Loss Prevention Analytics.
Changed		The following CStoreOffice® reports have been linked into Loss Prevention Analytics: Shift Report Cash Register Rates Loss Prevention Shifts Statistic Itemized Refunds Sales Summary

Vendors

Changed		Minor usability improvement made at Vendors> Bills > Store Invoices. Currently the user is warned when he exceeds the total invoice cost or retail system limit of 999,999.9999.
Changed		Improvement made at Vendors > Bills > Fuel Invoices. The applied filters are now displayed at the form.
Changed		Minor improvement made at Vendors > Bills > Store Purchases. It is currently not possible to enter zero cost values.

QwickServe Cloud

New

A new feature has been added at QwickServe > Menu Setup. It is now possible to specify the default menu and the period (time and days of the week) when the menu is active.

Other

New		Petrosoft menu has been redesigned to enable switching between Petrosoft products available for the account. The list of available products differ depending on the account setup.
Changed		Improvement made at Shift Report > House Accounts. It is now possible to enter the invoice number in the alpha-numeric format.
Changed		Improvement made at the following spoilage related forms: DE > Store > Spoilage Reports > Store > Spoilage report Reports > Store > Spoilage by tags report Currently these form display the operation time besides date.

October Release 2016

Release notes 10/5/2016

This is a regular maintenance release in which we introduced several new features and numerous improvements.

The next release is planned for December 7. However, some of the improvements might become available earlier.

Accounting

Changed

Improvement made at Settings > Chart of Accounts > Series column. It is now possible to filter the chart of accounts by the contents of the series column.

Cash Register

New		A new cash register - Fiscal - is now supported in CStoreOffice® at Data Entry > Station Home > Cash Register.
Changed		Improvement made to Sales Summary and Shift report. These reports currently include information on tax forgiveness.

Customers

New

A new feature is now available at Customers > Customer Statements . With this feature you can issue customer statements of two types - open item and balance forward statements - and send them to your customers.

Data Entry

Changed		Improvement made at Data Entry > Cash Reconciliation > Cash Register > Daily Data. CR paid outs information is now available on the Daily Data form.
Changed		A new option - "Mapping Credit Cards by CR Name" - has been added at Data Entry > Dashboard > CC Mapping. Selecting this option hides the grid for manual mapping.
Changed		Minor usability improvement made at Data Entry > Cash Reconciliation > Daily Data. Once you select the date in the calendar, the date settings are saved when switching between stations.

price book

Changed

Minor improvement made at Price Book > Price Book Wizard > step 3 - send instructions to vendor. Unnecessary option has been removed from PB Wizard.

Transactions

Changed

Minor usability improvement made at Transactions > Audit > Add new or edit. Two new buttons "Select all" and "Deselect all" have been added to the form.

Reports

Changed		Improvement made at Reports > Store > Cash Register Video Analytics: "Show/Hide" filter has been renamed into "ON/OFF", transactions with video are now marked with the corresponding icons.
Changed		Improvement for system users made at Reports > Store > Item Shortage Report. It is now possible to enable the price change investigation mode and reprocess price changes for shifts that have price change errors.
Changed		Minor usability improvement made at Reports > Store > Invoices report. It is now possible to export the report data to PDF.
Changed		Minor usability improvement made at Reports > Store > Sales Chronicles. It is now possible to navigate the report contents using arrow keys.
Changed		Minor usability improvement made at Reports > Store > Sales Chronicles. It is now possible to navigate the report contents using arrow keys.
Changed		Minor performance improvement made at Reports > Store > Itemized Inventory by Tags. The report currently loads faster.
Changed		Minor performance improvement made at Reports > Store > Itemized Inventory by Tags. The report currently loads faster.
Changed		Minor performance improvement made at Reports > Accounting > RJ Reynolds Scan Data Export. Report generation currently takes less time.
Changed		Minor usability improvement made at Reports > Store > Cash Register Journal report. It is now possible to export the transaction details in expanded view.
Changed		Performance improvement made at Reports > Accounting > Station level > Cash Reconciliation report. The report currently loads faster.
Changed		Performance improvement made at Price Book > Items > Item View > Item Log. The report currently loads faster.
Changed		Minor usability improvement made at Reports > Store > Cash Register Journal report. Currently the report data is exported in Excel in the expanded view.
Changed		Improvement made at Reports > Store > Cash Register Video Analytics report. It is now possible to browse the video recordings by events.
Changed		Minor usability improvement made at Reports > Store > station level > Transactions report. Transactions column has been moved for the usability purposes.
Changed		Several usability improvements made at Account Register > Account Register report: the «Balance changes explanation» button has been renamed into «Accounting History»; transaction history confirmation dialog has been removed; page name has been made shorter - Accounting Changes History - Accounting History.
Changed		Minor usability improvement made at Vendors > Bills > Store Purchases, It is now not possible to edit of delete invoices with empty vendor ID (IMoA invoices).
Changed		Performance improvement made at Reports > Accounting > Account level > MS Dynamics Export. The report currently loads faster.
Changed		Performance improvement made at Home Page > Key Performance Indicators. The data currently loads faster.
Changed		Performance improvement made at Reports > Accounting > Accountant Reports > Cash Reconciliation Consolidated. The report now loads faster.
Changed		Improvement made at Reports > Store > Item Shortage > Non Itemized Adjustments Details. A new row called "Parent Categories differ from Child Categories" was added under section "Inventory Ticket" which shows number of parent items which categories differ from child items at current ticket
Changed		Improvements made at Price Book > Price Groups > Price Management. It now possible to filter the Promo Groups by name within the item tags filtering option.
Changed		Improvements made at Price Book > Promotions> List of Promotions. It now possible to filter the categories by name within the item tags filtering option.

Vendors

Changed		Improvement made at Vendors > Accounts Payable. It is now possible to pay few bills from different classes with one check.
Changed		Minor usability improvement made at Vendors > Vendor List > Add New. Currently a new vendor is marked as an active one by default unless the Active check-box is cleared by the user.
Changed		Usability improvement made at Vendors > Bills > Store Invoice. Currently when creating a new store invoice it is possible to create a new item without interrupting the store invoice creation process.
Changed		Improvement made at Price Book > Vendor List > Vendor Form. Two new buttons "Add all" and "Remove all" have been added to the category and station selection forms.
Changed		Minor usability improvement made at Vendors > Bills > Fuel Invoices. Currently when user selects taxes, only the taxes used in the last saved invoices are prompted as autosuggestion.

Other

Changed		Improvement made at Home > KPI > Increase column. The increase calculation formula changed to (value - value LY) * 100 / value LY.
Changed		Minor usability improvement made to the process of merchandise order generation. Currently the user is notified that the invoice cost might differ from the order cost because of the empty VIN of the selected parent item.
Changed		A new merchandise order email template has been created at Home Page > Pending Orders > Merchandise Order > Send to vendor.
Changed		Minor usability improvement to the process of dealing with the pending invoices. When user selects more than 50 invoices, he is prompted to reduce quantity of invoices.
Changed		Performance improvement made at Home Page > Pending Shift reports. Currently the Lottery Sales section of the report loads data much faster.
Changed		Usability improvement made to the process of accepting the price change tickets with the pending inventory ticket. Currently an alert prompting that user has pending inventory tickets appears.

QwickServe

Menu		A new "Accept Changes" button for pulling changes made at QS terminal has been added at QwickServe menu setup.
Menu		Improvement made to the process of working with QwickServe categories and items. It is now possible to unassign category and item images. Once unassigned, they are not deleted from the system. You can still find them in Media Library.
Menu		Usability improvement made to the process of working with recipe items. It is now possible to reorder recipe base and set ingredients, and add-ons by dragging and dropping them while editing a recipe item.
Menu		Improvement made to the process of working with ingredients while managing recipe items. It is now possible to select an option to make the base ingredients hidden.
Menu		Fixed an issue with items reordering within categories by dragging and dropping.
Reports		A new Plate Costing report has been added to QwickServe reports.
Reports		The following QwickServe reports are now available in CStoreOffice®: Gross Profit Report Inventory Report Reconciliation Report Loyalty Report Shift Report
QS Web		Improvement made at the Web ordering part of QwickServe. The customer's phone number is now validated from the point of US format.
Other		Fixed an issue with accepting changes taking long time.

August Release 2016

This is a regular maintenance release in which we introduced several new features and numerous improvements.

The next release is planned for October 5. However, some of the improvements might become available earlier.

Cash Register

Changed

Improvement made at Docs & Files > Docs Explorer (Gilbarco Passport CRs only and on condition the Passport PDF shift report printing is enabled). It is now possible to accept and store the PDF backup files coming from Gilbarco Passport register and send them to the predefined FTP location or email address.

Data Entry

Changed		Improvement made at Data Entry > Cash Reconciliation > Daily Data. It is currently possible to edit payments for the shift.
Changed		Improvement made to the recently redesigned Cash Reconciliation form. According to users' feedback, the form has been made smaller.
Changed		Further improvements made to the recently redesigned Cash Reconciliation form. MA for Today and Sales Sum forms have been redesigned at Data Entry > Cash Reconciliation > MA for Today and Data Entry > Cash Reconciliation > Sales Sum.

home page

Changed

Minor improvement has been made at Home Page > Cash Register Rates > "Manual Refunds" column has been renamed into "Itemized Refunds".

price book

Changed		Improvement made to promotions. A new "Reimburse Vendors" field has been added at Price Book > Promotions and Price Book > Promotions > List of Promotions.
Changed		Improvement made at Price Book > New Items Manager. The form currently loads much faster.

Reports

New		Two new reports - FIS Department List and FIS Item List - have been created at Reports > Accounting.
New		A new - GPM For Low Volume Stores - report has been created at Reports > Store > GPM > GPM For Low Volume Stores .
Changed		Improvement made at Reports > Store > Custom Income Item Sales report. It is now possible to view the refund information (quantity and amount) in the report.
Changed		Improvement made at Vendors > Bills > Store Invoices. It has been made possible to enter unit size and measure for the CMA (cost method of accounting) items.
Changed		Improvement has been made at Customer > Accounts Receivable New. The form is now available in both old and new design.
Changed		Improvement made at Reports > Accounting > Altria Scan Data. It is now possible to filter the report data by category. Additionally, the report's performance has been optimized at in currently loads faster.
Changed		Improvement made at Reports > Store > Sales Chronicles. It is now possible to view the report data for the specific time period (hours).
Changed		Several improvements made at Reports > Store > Operating Profit and Loss report: invoice number, date and method of payment columns have been added; PDF export has been enabled; vendor address data has been added to the export.
Changed		Improvement made at : Data Entry > Inventory > Store Inventory > Inventory Progress. The report has been optimized and now works faster.
Changed		Improvement made at Reports > Accounting > AIM Export. It is now possible to select the export period in the filter - 1 day, 3 days and a week.
Changed		Improvement made at Reports > Gasoline > Gasoline Sales Detailed by Positions. Diesel data can be displayed in the report.
Changed		Improvement made at Reports > Store > Cash Register Journal report. A new "Total Fee Amount" column has been added to the report.
Changed		Minor usability improvement made at Reports > Accounting > Station Level > Accountant Reports > Cash Reconciliation. Shift data is currently displayed below the day data.
Changed		Improvement made at Reports > Payroll > Payroll Graphic. It is now possible to subtotal the report data by station.
Changed		Improvement made at Reports > Store > Stock Movement report. A notification informing the user that the report data is outdated and needs recalculation has been added to the report.
Changed		Improvement made at Reports > Store > Itemized Inventory by Tags. Previously the parent items were excluded from the report. Currently the parent items are replaced with the last child items and a tip with an explanation has been added.
Changed		Improvement made at Reports > Store > Distributor's Malt Beverage Report. Minor improvement has been made to exporting the report data: it is now possible to export the report data to PDF; if the report subtotals are exported the same way they are displayed in the report - expanded or collapsed.
Changed		Improvement has been made at Price Book > Items > open an item > Item Log > Global Items Log report. PLU Batch data changes (inserting, updating, deleting) are now displayed in the Global Items Log report.
Changed		Minor usability improvement made at Reports > Accounting > QB Synchronization Manager. The "Expand All" button has been added to the transaction details section.
Changed		Improvements have been made at Reports > Store > Item Purchases by Tags: 1. it is now possible to export the report data to PDF; 2. vendor's address is now added to the exported data.
Changed		Minor usability improvement made at Reports > Accounting > Cash Reconciliation report. The shift data is currently displayed under the day data.

transactions

Changed

New accounting Data Types have been added: "Store Purchases Cash/Taxes", "Store Purchases EFT/Taxes", "Store Purchases Credit/Taxes", "Store Purchases Check/Taxes".

June Release 2016

This is a regular maintenance release in which we introduced several new features and numerous improvements.

customers

Changed		Improvement has been made at Customers > Ship to and Bill to.
Changed		Minor improvement made to Customers > Invoices. "Invoice Template" field has been renamed into "Invoice Type".
Changed		Minor improvement made to the customer's invoice PDF email template at Customers > Invoices > edit > Send invoice by email. The PDF template has been redesigned.
Changed		Minor improvement made to the customer invoice creation process at Customers > Invoices > create new. Currently when there is only one shipping address assigned to a customer, it is selected automatically after specifying the billing address.

data entry

Changed		Improvement made at Data Entry > Station Options > Cash Register > Direct Connect Options. It is now possible to clear the DC Activation Log.
Changed		Improvement made to the CR settings of the following brands: VeriFone Ruby/Sapphire, Gilbarco Passport, Wayne Nucleus NAXML_PDI, Radiant, SmartPOS. A new CR option for using paypoints for cash reconciliation.
Changed		Improvement made at Data Entry > Cash Reconciliation > Cash Register. A new "Total CR Pay-outs" field has been added to the report.
Changed		Improvement made at Data Entry > Cash Reconciliation >Daily Data. The form has been redesigned. The old form is also available.
Changed		Minor usability improvement at Data Entry > Dashboard > Cash Register > Departments Taxes. It is now possible to select / clear all taxes at a time.
Changed		Improvement made at Data Entry > Dashboard > Cash Register > Ruby / Sapphire > advanced. Two new options - "Fuel Loyalty program name" and "Plenti program name" - have been added for loyalty data mapping.

lottery

Changed

Improvement made at Alerts > Alerts Setup > Sales > Lottery sales without Serial Number or Position. Currently an alert is issued when there are lottery sales with absent serial numbers or rack positions appear on the cash report.

transactions

Changed

Improvement made at Transactions > Account Register. It has been made possible to create split transactions with shared accounts.

Price Book

Changed

Minor improvement made at Price Book > Promotions > View. The "New price (Special)" field is now displayed by default.

reports

New		New ability to share the report filters has been added to the PJR reports.
New		New option account option "Extended decimals on reports to support weight / volume (Y/N)" has been added. With this option on, quantity units are displayed in the decimal format on the store reports. By default this option disabled and reports show integers.
Changed		Improvement made to the back-end of the Loss Prevention report. Now car wash sales refunds, custom income sales refunds and money order sales refunds data is used in the report.
Changed		New filters have been added at Reports > Store > Cash Register Video Journal report.
Changed		Improvement made at Reports > Store > Cash Register Journal. Suspended transactions are currently marked with asterisk.
Changed		Improvement made at Reports > Store > Stock Movement Report. It is now possible to filter the report data by item.
Changed		Improvement made at Reports > Store > Cash Register Video Journal Report. This report currently loads faster.
Changed		Improvement made at Reports > Store > Sales Chronicles report. The report's graphics has been redesigned.
Changed		Improvement Reports > Store > COGS by Category Report. It is currently possible to select the method of cost calculation - store GPM or category GPM.
Changed		Improvement made at Reports > Store > Item Purchases by Tags. It has been made possible to filter the report data by invoice number and vendor. Additionally, new columns - invoice number, invoice date and MOP - have been added to the report.
Changed		Usability improvement made to an email version of the Fuel Sales Report at Home Page > KPI > Fuel Sales Report > Email. Currently the report is emailed in the landscape view.
Changed		Improvement made at Reports > Store > Station Level > Merchandise > Invoices. It is now possible to subtotal the report data by division.

other

New		New alert option added at Home Page > Alerts > Alerts Set Up > Sales > Sales Event Alerts. It is now possible to receive the email notifications each time there are voids, no sales, error corrections and refunds exceeding the amount set.
New		New feature Clock In/Out is now available for CStoreOffice® customers. It is now possible to clock in and out via CStoreOffice® web page. The purpose of this feature is to save time on manual entry of payroll data into CStoreOffice®.
Changed		Improvement made at Settings > Tickets. Currently when a comment or an attachment is added to the ticket it changes its status into "New" at salesforce.

April Release 2016

This is a regular maintenance release in which we addressed the reported issues and customer requests, introduced several new features and numerous improvements.

The next release is planned for June 1. However, some of the improvements and fixes might become available earlier so that all customers could take advantage of the improvements and the ones who requested fixes could have their requests fulfilled.

cash register

Changed

Minor improvement has been made to the Ruby Sapphire cash register settings at Data Entry > Dashboard > Cash Register. A new option for including fuel loyalty discounts into fuel sales has been added.

customers

Changed		Minor improvement has been made at Customers > Invoices. A new "Memo" column has been added to the Customers Invoices form.
Changed		Customer invoices form at Customers > Invoices > Invoice Template has been improved with a new ability to select between the invoice type template - merchandise or fuel. Previously it was one form for all invoice types.
Changed		Improvement has been made to the process of invoice creation at Customers > Invoices > Invoice Template. It is now possible to select an invoice template - merchandise or fuel.
Fixed		Fixed an issue with a user accessing the accounting module.

data entry

Changed		Minor performance improvement has been made to the process of inventory ticket generation at Data Entry > Inventory > Cycle Count tickets.
Changed		Improvement has been made at Data Entry > Dashboard. This page design has been updated.
Fixed		Fixed an issue with the vending machine data displayed incorrectly at Data Entry > Lottery Count.
Fixed		Fixed an issue with entering the spoilage by PLU at Data Entry > Store > Spoilage / S.USE.
Fixed		Fixed a cross-browser (MS Edge) issue at Data Entry > Lottery > Purchases.
Fixed		Fixed an issue with the spoilage items failing to display at Data Entry > Inventory > Cycle Count tickets.
Fixed		Fixed an issue with lottery tickets previously marked as sold out keep appearing at Data Entry Lottery > Count.

EDI Shift Parsers

Changed		Improvement made to parsing invoices with the items sold by weight. System can now recognize the items sold by weight.
Changed		Improvement made to parsing of Hardec's Wholesale EDIs. Custom order export format has been created.
Fixed		Fixed an issue with missing Coca Cola and Lynco EDI invoices.
Fixed		Fixed an issue with Hackney EDI paidouts.

price book

Changed		Improvement has been made at Price Book > Items. A new "Convert to Excel" button has been added.
Changed		Improvement has been made at Price Book > Items > Item Setup. The "Last retail changes" block was renamed into "Last changes" since it displays all item changes, not only retail.
Fixed		Fixed an issue with page taking too much time to load at Price Book > Promotions > View.

Reports

New		New report has been added at Reports > Store > Station Level > Inventory > Distributor's Malt Beverage.
New		New report for viewing changes made to the online lottery sales audit has been added at Reports > Lottery > Online Lottery Sales Audit History.
New		New report has been added at Reports > Accounting > Dillners Export report.
New		New report has been added at Reports > Gasoline > Extended SIR Export report.
New		New report has been added at Reports > Store > Custom Shifts Reaccept report.
Changed		Improvements made at Transactions > Account Register > Account Register Report > click History for the transaction > Bill Transaction History report and Payment Transaction History report. These reports has been redesigned.
Changed		Improvements have been made at Reports > Accounting > Altria Scan Data Report and RJ Reynolds Scan Data Report. Export stations' settings have been expanded.
Changed		Improvement has been made at Reports > Store > Cash Register Video Journal report. It is now possible to filter the report by sales, refunds, financial and other parameters.
Changed		Minor usability improvement has been made at Reports > Store > GPM comparison by station. Report is now displayed without the scroll bars.
Changed		Minor performance improvement has been made at Reports > Accounting > Cash Reconciliation by Pump Attendant Report. The report now loads faster.
Changed		Minor performance improvement has been made to the Shift report. The report now loads faster.
Changed		Improvement has been made at Reports > Lottery > Lottery Ticket Sales by Tags. It is now possible to filter and subtotal by ticket value.
Changed		Minor usability improvement made at Reports > Store > Cash Register Video Journal. Cash register information is now displayed in the transaction details.
Changed		Minor usability improvement has been made at Reports > Store > Item Sales by Tags. A notice about the primary vendor has been added.
Changed		Improvement has been made at Reports > Accounting > Cash Reconciliation by Pump Attendant. The report is now loading faster.
Changed		Improvement has been made at Reports > Accounting > Aim Export . NRGT data has been added to the report.
Changed		Improvement made to the fuel sales LY data at Home page > KPI table. An explanatory tip has been added.
Changed		Minor improvement made to the following reports: Cash Register Video Journal, Sales Chronicles, Risk Events. It is now possible to add these reports to favorites.
Changed		Minor improvements have been made to Reports > Cash Video Journal - new "Business Date" columns and Data/Time field have been added.
Changed		Minor improvement has been made at Reports > Lottery > Lottery Sales Increase. A redundant field has been removed from the report header.
Changed		Minor improvement has been made at Report > Payroll > Payroll report. A progress bar has been added for the usability purposes.
Changed		Minor improvement has been made to the following reports - Item Sales by Tags, Item Sales Comparison, Spoilage by Tags, Spoilage, Item Shortage, Itemized Inventory By Tags - QTY field now displays decimal numbers.
Changed		Minor usability improvement made to Reports > Lottery > Lottery Sales Increase. A redundant "Sort by" field has been removed from the report header.
Changed		Minor usability improvement made to Reports > Risk Events/Sales Chronicles/Cash Register Video Journal > left pane menu.
Changed		Improvement made to QB synchronization. It is now possible to synchronize expenses to QuickBooks Online at Reports > Accounting > by Company > Company Name > QB Synchronization Manager.
Changed		Minor improvement made to pending and accepted invoices - unit in case is now displayed with decimal values.
Changed		Minor usability improvement has been made to Reports > Store > Risk Events. For the consistency purposes the report is now named "Risk Events Rating".
Changed		Improvement made to the role management within Reports > Store > Cash Register Video Journal. The managers are limited to their store data only.
Changed		Improvement has been made at Reports > Store > Risk Events Rating. It is now possible to filter the report data by departments.
Changed		Improvement has been made at Reports > Accounting > QB Synchronization Manager. New options has been added - clearing the sync history, resetting the connection, reloading errors. These new options are permission based.
Fixed		Fixed an issue with the incorrect shift number assigned to the invoice scanned via Docs Scanner.
Fixed		Fixed an issue with accessing the Gasoline Invoice MTD report from the fuel invoice page.
Fixed		Fixed an issue with other charges being displayed incorrectly when moving invoices from one station to another at Reports > Store > Pending Invoices.
Fixed		Fixed an issue with Operating P & L report spacing when exported to Excel at Reports > Store > Operating P & L.
Fixed		Fixed an issue with displaying refunds at Reports > Store > Consolidated Tax Sales.
Fixed		Fixed an issue with new names and accounts won't synchronize to QuickBooks from CStoreOffice®.
Fixed		Fixed an issue Inventory Transfer New report showing incorrect data at Reports > Store > Inventory Transfer New Report.
Fixed		Fixed several minor spelling and usability issues at Reports > Lottery > Lottery Inventory Changes History.
Fixed		Fixed an issue with accepting invoices with the "#" character at Reports > Store > Pending Invoices.
Fixed		Fixed an issue occurring when searching for UPC applying LIKE operator at Reports -> Price Book -> Item movement .
Fixed		Fixed and issue with Reports >Store > COGS by Category report data not matching with the Operational P&L report data.
Fixed		Fixed an issue with inventory recalculation now working at Reports >Store > Item Shortage.

transactions

Changed		Minor usability improvement has been made at Transaction > Audit > Chart of Accounts. To prevent the occasional deletion, a password confirmation has been added to accounting settings and transaction removal.
Changed		Improvement made to Transactions > Account Register > Payee. Currently the payee type is displayed in the list of payees.
Changed		Improvement made at Transactions > Account Register. Currently CStoreOffice® displays both ends of the transaction between sub-accounts on parent account.
Fixed		Fixed an issue with saving the print settings at Transactions > Banking > Print Checks.

vendors

Changed

Minor improvement made at Price Book > Vendors. When creating a new vendor or editing an existing, the address is available for either entering or selecting from the list of suggestions.

other

Changed		Improvement made to QuickBooks Online at Reports > Accounting > QB Synchronization Manager. "Errors" and "Periods" sections have been slightly redesigned.
Changed		Improvement made at Reports > QB Synchronization Manager. "Errors" section has been redesigned.
Changed		Minor improvement to the account selection. It is now possible to navigate between the accounts in the list of accounts using the arrow keys, and select the account using the ENTER key.
Changed		Minor usability improvement has been made to the process of navigating stations and accounts (on condition you have necessary permissions to do it). It is now possible to use the arrow keys to navigate up and down, and ENTER key to access the account/station.
Changed		Improvement has been made to the simple interface version of the station home page - graphs view has been redesigned for us ability purposes.
Changed		Improvement has been made to the GL number length at General > Locations > Edit station> UST > Mix&Fuels. It is now possible to enter 5 digits instead of 3 like before.
Fixed		Fixed an issue with the Scan Rate Alert failing to generate emails.
Fixed		Fixed an issue with data not matching with other charges on the parsed invoices .
Fixed		Fixed an issue with the incorrect tax calculation when printing the shelf tags.
Fixed		Fixed an issue with shifts brought back from pending missing the lottery sales information.
Fixed		Fixed an issue with user authorization at the login page.
Fixed		Fixed an issue with the vending machine data missing at Data Entry > Lottery > Count.
Fixed		Fixed an issue with the manual item entry at Shift reports > Edit shift > Item sales.
Fixed		Fixed an issue with the loyalty related shorts on the Cash Register Shifts report .
Fixed		Fixed an issue with changing station at Reports > Accounting > MAS90 Export report.
Fixed		Fixed an issue with the audit period failing to close.
Fixed		Fixed an issue with QuickBooks synch failing because of the QWC files.
Fixed		Fixed an issue with MA Price Book failing to download because of the special characters in the vendor names.
Fixed		Fixed an issue with the real time inventory causing shortages.
Fixed		Fixed an issue with the unknown promotions displayed at the shift report.
Fixed		Fixed an issue with uploading department names to Ruby registers caused by the presence of the unsupported symbol.
Fixed		Fixed an issue with hand held changing item retails, descriptions and categories at Mobile Assistant application.
Fixed		Fixed an issue with adding custom tags at Settings > Tags > Custom.

February Release 2016

This is a regular maintenance release in which we addressed the reported issues and customer requests, introduced several new features and numerous improvements.

The next release is planned for April 6. However, some of the improvements and fixes might become available earlier so that all customers could take advantage of the improvements and the ones who requested fixes could have their requests fulfilled.

Cash register

New		New ability to calculate total store sales by departments has been added to the Nucleus CR settings.
Changed		Improvement made to Sapphire register settings, It is currently possible to use fuel loyalty for Sapphire register.
Fixed		Fixed an issue with the unknown item coming form the Item Update Manager.

data Entry

Changed		Minor improvement made at Data Entry > Dashboard > Cash Register. An additional explanation has been added to the "Allow CR Updates" option.
Changed		Minor usability improvements made at Data Entry > Inventory > Fuel Inventory and Reports > Gasoline-> Consolidated Fuel Inventory - screen tips with inventory details have been added.
Fixed		Fixed an issue with the Tab key not working at Data Entry > Cash Reconciliation > Expenses.
Fixed		Fixed an issue with creating a cycle count ticket at Data Entry > Inventory > Cycle Count Tickets.
Fixed		Fixed an issue with a missing checkbox when creating a first full inventory ticket at Data Entry > Cycle Count Tickets > Pending Ticket.
Fixed		Fixed an issue with saving a new MOP at Data Entry > Dashboard > Misc > MOP Mapping > Add New MOP.
Fixed		Fixed an issue with entering invoices for the Ready fresh vendor.
Fixed		Fixed an issue with uploading inventory file at Data Entry > Inventory > Cycle Count Tickets.
Fixed		Fixed an issue with Cash Reconciliation MTD report showing incorrect data at Data Entry > Cash reconciliation > Cash Reconciliation MTD.
Fixed		Fixed an issue with the scroll bar missing at Data Entry >Store > Buydowns > Invoice > Advanced Search.
Fixed		Fixed an issue with the incorrect lottery cost appearing when trying to return the ticket cause by the duplicate serial.
Fixed		Fixed an issue with missing promo group numbers at Data Entry > Inventory > Item Group Reconciliation > Item Setup > Promo Groups.
Fixed		Fixed an issue with populated UPC-A field turning blank after clicking the description field at Data Entry > Lottery > Games > Add new.

EDI Shift Parsers

Fixed		Fixed an issue with the Ben E Keith invoices not parsing correctly.
Fixed		Fixed an issue with parsing empty lines in the PFG parser.
Fixed		Fixed an issue with the US Foods EDI invoices - taxes were displayed in the incorrect section.
Fixed		Fixed an issue with parsing invoices containing the " Other charges" category.
Fixed		Fixed an issue with cigarette departments data parsing at Commander and plain Ruby registers.

price book

Changed		Minor improvement made to Price Book > Items > Price Management. A new - Show last date of purchase - filtering option has been added.
Changed		Minor improvement made at Price Book > Items > Find > Item info > Item Info Graphs report. It is now possible to select the station to view the data for.
Changed		Added the ability to search and replace items with fixed retail at Price Book > Items > Price Management.
Changed		Improvement made at Price Book > Items > Edit Item. It is now possible to use the TAB key to navigate between the fields.
Fixed		Fixed an issue with the postponed price change at Price Book > Price Groups > Change retail prices.

Reports

New		New Lottery Inventory Changes History report has been added at Reports > Lottery > Lottery Sales & Inventory Log. This report provides information on the lottery inventory changes for the specific period and location.
New		New report has been added at Reports > Store > Inventory > Distributor's Malt Beverage.
New		New ability to save the selected report filters has been added at Reports > any report > advanced filters.
Changed		Improvements mad to the following reports: BuyDowns, Custom Income Item Sales, Item Sales Comparison,Item Sales by Tags, Itemized Refunds, Store Purchases Comparison, Price Change by Tags , Spoilage by Tags. 1. It has been made possible to filter these report by the accounting method - CMA (Cost Method of Accounting) or RMA (Retail Method of Accounting). 2. It has been made possible to group the item categories according to the method of accounting as well.
Changed		Minor usability improvement made to the Excel export of the Itemized Inventory by Tags report at Reports > Store > Itemized Inventory by Tags. Currently the report data is exported with the expanded subtotals.
Changed		Minor usability improvement has been made at Reports > Price Book > Cost Exceptions. Design and message of the "Delete All Cost Exceptions" button has been made more user-friendly.
Changed		Improvement to Mas90 Export settings. Other charges have been added at Export Settings > Mas90 > Categories.
Changed		Reports > Store > Promotions report has been renamed into Promotions by Tag report.
Changed		Improvement made at Reports > Accounting > Aim Export. Fuel NRGT data has been added to Aim Export report.
Changed		Minor improvement to Mas 90 Export Report report at Reports > Accounting > Mas 90 Export. Two buttons - Select All and Deselect All - have been turned into a check-box.
Changed		Improvement made to the COGs by Category report. It is currently available at Reports > Store > GPM > COGs by Category.
Changed		Improvement made to the report filtering performance at Reports > Store > Store purchases. Currently the expandable additional invoice information is also displayed according to the selected filters.
Changed		Improvements made to the Loss Prevention report at Reports > Store > Loss Prevention. Report design has been improved, tip texts and " Itemized Refunds QTY" column have been added.
Changed		Improvements made to Company Losses report - two new "Cost" and "Retail" columns have been added to the "Spoilage" and "Inventory" columns.
Changed		Improvement made at Reports > Accounting > Satellite Export. A new option to adjust the report time according to the Daylight Saving Time has been added.
Changed		Improvements made to Itemized Inventory and Itemized Inventory By Tags reports - two new "Cost" columns have been added to the "Spoilage" and "Over/Short" columns.
Fixed		Fixed issue with Quickbooks Online synchronization at Reports > Accounting > QB Synchronization Manager.
Fixed		Fixed an issue with displaying multiple MOPs in the Cash Register Journal report at Reports > Store > Cash Register Journal.
Fixed		Fixed an issue with Fuel LY column at Home Page > KPI leading to the incorrect report.
Fixed		Fixed an issue with the PDF exporting incorrect time periods at Reports > Store > Sales and Profit Comparison Report.
Fixed		Fixed an issue at Reports > Store > Promotions report showing incorrect Net profit and Net GPM.
Fixed		Fixed an issue with the shift data not matching the total pulled from the register at Reports > Store > Store Sales Detailed.
Fixed		Fixed an issue with Reports > Store > Buydowns Report loading too long.
Fixed		Fixed an issue with incorrect item cost displayed at the Item Shortage report.
Fixed		Fixed an issue with exporting the report data to Excel at Reports > Store > Profit Contribution report.
Fixed		Fixed an issue with exporting the report data to Excel at Reports > Store > 6 Weeks Sales Analysis.

transactions

Changed		Improvement made to Transactions > Account Register > Payee. Currently the payee type is displayed in the list of payees.
Fixed		Fixed an issue with saving data in the "Memo" field at Transactions > Account Register > New Split Transaction.

vendors

Fixed		Fixed an issue with the supplier drop-down at the form for creating a new BOL not working properly when accessed via Navigator.
Fixed		Fixed an issue with UST missing from the fuel invoices at Vendors > Bills > Fuel Invoices.
Fixed		Fixed an issue with missing EDI settings at Vendors > Vendor List > Add new.

other

Changed		Minor improvement made to Direct Connect setup. Currently duplicate serial numbers are not allowed.
Changed		Minor usability improvement to the password field at the form for creating and editing employees.
Changed		Improvement made at Docs&Files > Docs Scanner. Currently when user is selecting an inactive vendor for an invoice, he is prompted to activate the vendor.
Changed		Improvement to the account setup procedure. It is now possible to enable to disable calculation of GPM by COGS.
Fixed		Fixed and issue with the inventory alerts not working at Home > Alerts.
Fixed		Fixed an issue with the spoilage on hand data not matching at Spoilable report and item setup form.
Fixed		Fixed an issue with the cash over/short alert setup at Home > Alerts.
Fixed		Fixed an issue with the Item Group Reconciliation failing to capture refunds.
Fixed		Fixed an issue with editing promo groups, categories, or CR departments from a pending invoice - MA transfer.

December Release 2015

This is a regular maintenance release in which we addressed the reported issues and customer requests, introduced several new features - new cash register loyalty program integration and six new reports, as well as various improvements to inventory process and vendors setup, and some other enhancements.

The next release is planned for December 2. However, some of the improvements and fixes might become available earlier so that all customers could take advantage of the improvements and the ones who requested fixes could have their requests fulfilled.

Cash register

New		New feature - Plenti loyalty integration - has been added to the Sapphire cash registers. Currently it is possible to calculate Plenti loyalty points via Sapphire registers connected to CStoreOffice®.
Changed		Improvement made to the Nucleus CR settings form at Data Entry > Dashboard > Cash Register. All obsolete settings and options for this CR have been removed from the form.

Data Entry

Changed		Improvement has been made at Data Entry > Inventory > Cycle count tickets > Pending EDI Tickets > Convert to Excel. A new column with the retail price has been added to the report.
Changed		Minor improvement has been made at Data Entry > Inventory > Physical Inventory. A note about the fact that deliveries accepted during a physical inventory count will be reflected in the shift following the inventory count has been added.
Changed		Minor improvement has been made to Transactions > Account Register. Previously it was possible to enter only positive values Store Inventory Beginning and Store Inventory Ending. This limitation has been removed. It is currently possible to enter both positive and negative values.
Fixed		Fixed an issue with duplicate UPCs at Data Entry > Inventory > Cycle Count Tickets > Download of CStoreOffice® Inventory File Format.
Fixed		Fixed an issue with the IE browser crashing when trying to change the date in the calendar at Data Entry > Cash Reconciliation > House Accounts.

EDI Shift Parsers

Changed		Improvement made to the Frito-Lay EDI parser. Item cost has been expanded up to 4 digits after coma.
Changed		Improvement made to the Lykins EDI parser: FTP connection has been established.
Fixed		Fixed an issue with missing Pepsi EDI invoices.

lottery

Fixed		Fixed an issue with entering lottery tickets at Data Entry > Lottery > Count > Vending Machine tab.
Fixed		Fixed an issue with processing lottery returns at Data Entry > Lottery > Purchases.

Price Book

Fixed		Fixed an issue with the invoice data discrepancies occurring when setting up the postponed negotiated cost at Price Book > Items > Price Management > Setup Postpone Negotiated Cost.
Fixed		Fixed an issue with Mix and Match promotions with PLUs scanning via Sapphire CRs.
Fixed		Fixed an issue with updating prices at Price Book > Price groups > Price management.

Reports

New		New Sales Chronicles report has been added at Reports > Store > Sales Chronicles.
New		New Loyalty Ranges Status report has been added at Reports > Store > Loyalty Ranges Status.
New		New Lottery Sales & Inventory Log report has been added at Reports > Lottery > Lottery Sales & Inventory Log.
New		New report has been added at Reports > Accounting > RJ Reynolds Scan Data Export.
New		New Risk Events Rating report has been added at Reports > Store > Risk Events.
New		New Lottery Inventory Changes History report has been added at Reports > Lottery.
New		New Cash Register Video Journal report has been added at Reports > Store > Cash Register Video Journal.
Changed		Improvement made to the Cash Register Journal report - Total Net Amount and Total Gross Amount column content switched places.
Changed		Improvements made at Reports > Store > Inventory Progress and Reports > Store > Consolidated Store Inventory Progress. These two reports have been improved with a new ability to select the accounting method - Retail method and Cost method.
Changed		Improvement made Reports > Store > Item Shortage report. Retail and Cost method related information has been added to the report in a form of subtotal.
Changed		Improvement made at Reports > Accounting > Mas90 Export. Currently it is possible if you want to get the export data in separate files for each station or data consolidated in one file.
Changed		Improvement has been made at Reports >Accounting > Operating Profit Estimates (Profit & Loss) >COGS by Category Report. A new row with taxes has been added to the report to avoid further accounting discrepancies.
Changed		Improvement made to Reports > Store > BuyDowns. A new "MA Transfer" field has been added to the BuyDowns report.
Fixed		Fixed an issue occurring when converting the NRGT report to PDF.
Fixed		Fixed an issue occurring when converting the NRGT report to PDF at Reports > Accounting > NRGT report.
Fixed		Fixed an issue with incorrect total merchandise sales at Reports > Store > Loss Prevention.
Fixed		Fixed an issue with the Reports > Store > Store purchases report displaying incorrect data when filtered by departments.
Fixed		Fixed an issue with updating the Gas Prices at Reports > Gasoline > Gasoline Prices Management report.
Fixed		Fixed an issue with Reports > Store > Category Sales report failing to load.
Fixed		Fixed an issue with Reports > Store > Item Sales by Tags report showing duplicate items.
Fixed		Fixed an issue with expanding the report data at Reports > Store > Merchandize Orders.
Fixed		Fixed an issue with merging the MA transfers at Reports > Store > Invoices.

Transactions

Fixed		Fixed an issue with issued checks going to incorrect account at Transactions > Account register.
Fixed		Fixed an issue with checks issued with empty class and company fields failing to be displayed at Transactions > Account Register.

Vendors

Changed		Improvement made at Vendors > Bills > Store invoices. Currently split transactions are crated automatically for the following data types - Store Purchases Cash, Credit, Check, EFT - SPLIT.
Changed		Minor improvement to vendor settings. Currently, in case use tries to enter the duplicate station account number at vendor settings, he is prompted which exact station already has this number.
Changed		New button "Convert to Excel" has been added at Vendors > Vendors List.
Changed		Improvement made at Vendors >Vendors List > Edit Vendor > Station Level. To avoid errors, it is currently possible to enter only alpha-numeric values into this field.

Other

New		New commission agent data types have been added for accounts that have locations set up as commission agents.
Changed		Improvement made to Home Page > Item Updates > Specials. "Specials" section name has been renamed into "Active Promotions". New price promotions are now displayed in this section.
Changed		Minor improvement to Docs & Files > Docs Scanner. Once user changes the vendor name, a Docs Scanner notification is displayed.
Changed		Minor improvement made to the page for logging in. Currently it is not possible to enter a new password containing spaces.
Changed		Several minor usability improvements including the ability to edit the min and max values have been made at Home Page > Alerts > Alert Setup > Inventory > Fuel Inventory >Fuel Inventory Level Notifications.
Changed		Improvement has been made at Settings > General > Employees > Employee list. A new All Locations filtering list has been added. With this list you can now filter employees by the station they are assigned to.
Changed		Improvement made to the station home page (simple interface view). Home page has been redegined for the usability purposes.
Fixed		Fixed an issue with editing lottery purchases data at Manager Daily Workflow > Processing Purchases > Lottery Purchases.
Fixed		Fixed an issue with the way the station search tool worked at Home Page > Data Sharing > Search.
Fixed		Fixed several minor issues with the Microsoft Edge (Windows 10) browser compatibility.
Fixed		Fixed an issue with saving home page settings by division.
Fixed		Fixed an issue with the new Price Book items having "Unknown Item" as CR Name when scanned with handheld.

October Release 2015

This is a regular maintenance release in which we addressed the reported issues and customer requests, introduced several new features - new data entry, accounting and Price Book features, new reports, as well as new numerous reports improvements, and some other enhancements.

The next release is planned for December 2. However, some of the improvements and fixes might become available earlier so that all customers could take advantage of the improvements and the ones who requested fixes could have their requests fulfilled.

Cash register

Changed		PJR parsing has been enabled for the Bulloch cash registers.
Changed		Improvement made to all supported cash registers. CR name limit for items and promotions has been increased up to 20 (depending on CR brand).
Changed		Improvement made to DC301 for Ruby registers. In case of the connection error, the support ticket is created automatically.
Fixed		Fixed an issue with the custom MOPs won't display at Data Entry > Cash Reconciliation > Cash Register.

Data Entry

New		A new option - "Auto populate blank and negative on-hand quantity fields with "0" for price change tickets" added to the account settings. With this option on, you can save time handling price change tickets.
New		A new shift parsing option - "Report Period" - has been added at Data Entry > Dashboard > Station Options > Cash Register > Advanced for the Verifone Ruby/Sapphire registers. Currently you can select if you want the shift report parsed on the shift basis or on the daily basis.
Fixed		Fixed an issue with the lottery count page loading at Data Entry > Lottery > Count.
Fixed		Fixed an issue with changing date at Data Entry > Inventory > Physical Inventory.
Fixed		Fixed an issue with printing the lottery count data for the vending machine at Data Entry > Lottery > Count.

EDI Shift Parsers

New		A new email address added for the HLA EDI parser.
New		A new FTP transport added for Ben E Keith vendor.
Changed		Added the ability to parse the Other Charges via EDI.
Changed		Improvement made to the Frito-Lay EDI parser: FTP connection has been established.
Changed		Improvement made to the EDI invoices miscellaneous charges calculation logic. Previously miscellaneous charges were parsed as separate items, currently they are calculated with the item they belong to.
Changed		Improvement made to Red Bull EDI Shift parser. To accommodate customer's new station's 10-digit account numbers, the "station number" field in parser has been expanded to 10-digits.
Changed		Improvement made to the Frito-Lay EDI parser: it is currently possible to use the 8 digit station numbers.
Changed		Improvement made Ben E Keith parser: parser format has been modified.
Fixed		Fixed an issue with the Circle K invoices not coming through.
Fixed		Fixed an issue with the Coke CRV EDI invoice mapping to the wrong UPC.
Fixed		Fixed an issue with the missing CR department of the EDI invoice form.
Fixed		Fixed an issue with parsing invoices with the miscellaneous charges not calculated according to the promotional discount logic.

Price Book

New		A new "Last date of sale" option has been added at Price Book > Items > Price Management > Fields to Show.
Changed		Minor improvement made to the GPM field rounding at Price Book > Items > Item setup >Sales & Retail. Currently the data in the GPM field is rounded up to 2 characters after period.
Changed		Improvement made to Vendors > Vendors List > Apply EDI Suggested retail option. Currently the empty categories in the Categories List are marked in red.
Changed		Minor usability improvement made to Price Book: horizontal scroll has been removed from Price Book > Items and Price Book > Items > Price Management.
Changed		Improvement made to Price Book > Item Tags. Previously it was possible to add up to 15 item tags. Currently the limitation has been increased to 100.
Fixed		Fixed an issue with the item cost after the vendor's renaming at Price Book > Items > Item Setup.
Fixed		Fixed an issue with sending a promotion to a specific store.
Fixed		Fixed an issue with filtering items by vendor data at Price Book > Items > Price Management.
Fixed		Fixed an issue with unknown promotions displayed on the shift report.
Fixed		Fixed an issue with filtering by vendor in Price Management at Price Book > Items > Price Management.

reports

New		A new option - DST(Daylight Saving Time ) - has been added at Reports > Schedule. Turning this option on adjusts the scheduled reports' time during the Daylight Saving Time period making the reports sending time correct.
New		A new report has been created at Reports > Accounting > Export Data > Altria Group Export report.
Changed		Improvement made to the Reports > Accounting > Export Data > Altria Group Export report. A new "Report period" section has been added to the report.
Changed		Improvement made to the Reports > Store > Loss Prevention. Two new columns - "Custom Income Refund Count" and "Custom Income Refund Amount" - have been added to the report.
Changed		Minor improvement to the Reports > Accounting > Credit/Debit Card Summary. Currently the Commander CR data is supported in this report.
Changed		Minor improvement made to the Vendor Balance reports. Previously they were located in the Manage Accounts Receivable section of the accounting reports. They have been moved to the Manage Accounts Payable section.
Changed		Improvement has been made to Reports > Store > Custom Income Item Sales report. Two new fields - Refund Quantity and Refund Amount - have been added to the report.
Fixed		Fixed an issue with the Reports > Store > Money Order Sales report showing incorrect data.
Fixed		Fixed an issue with the Reports > Price Book > Item Movement report showing the incorrect on hand inventory.
Fixed		Fixed an issue printing Profit and Loss report.
Fixed		Fixed an issue with the stick reading results not pulling to the shift report.
Fixed		Fixed an issue with the Consolidated Fuel Inventory report failing to load.
Fixed		Fixed an issue with Reports > PB > Price List Report occurring when expanding the report and converting report data to Excel format.
Fixed		Fixed an issue with the incorrect rounding while entering the Custom Income dept sales data at Shift Report > Enter Shift Manual.
Fixed		Fixed the logic of the columns order at Reports > Store > Cash Register Journal report. The "Total Net Amount" and the "Total Gross Amount" switched places.
Fixed		Fixed an issue with subtotals and filtering at Reports > Store > Item Sales by Tags.
Fixed		Fixed an issue with the Store and Fuel % data calculation at Reports > Accounting > MOPs Summary report.
Fixed		Fixed an issue with the incorrect data of the "Total Net Amount" and the "Total Gross Amount" columns at Reports > Store > Cash Register Journal.
Fixed		Fixed an issue with the Monthly Performance report showing incorrect short/over data for a year at Reports > Accounting > Monthly performance.
Fixed		Fixed an issue with the mix and match combos come in as undefined promos in the Shift report.
Fixed		Fixed an issue occurring when trying to view the expense details at Reports > Accounting > Consolidated Expenses report.

Transactions

Changed		Improvement made to the process of creating store invoices. It is currently possible to create split transactions with check used as a MOP.
Fixed		Fixed an issue with deleting a split transaction from Transactions > Account Register.
Fixed		Fixed an issue with the credits used on payments not being listed on the transaction history. Transactions > Account Register.

vendors

Changed

Minor improvement made to the process of renaming a vendor. Currently when changing the vendor's name user is notified that I will affect the invoice processing in the Docs Scanner. The operator also receives the notification on the vendor's name change.

Other

New		Added a new ability to set up an empty MOP by selecting a new "blank" option at Data Entry > Dashboard > Station Options > MOP MAPPING.
Changed		Minor improvement has been made to the process of adding a new document to the Docs Scanner. Currently it is not possible to add a document with the same document number, shift and day.
Changed		Minor improvements have been made to the process of the email changing. Currently if you change your employee's email at Settings > Profile > General > Employees or Data Entry > Payroll > Employees, the confirmation email is not sent anymore. If has also made possible to save the emails which are not unique.
Changed		Improvement made to Cash Register Rates at the Home page. The "Cancel Count" column has been removed, the "Cancel Value" column has been moved next to the "Void" column.
Fixed		Fixed an issue with the vendor at the Docs Scanner after the vendor's renaming.
Fixed		Fixed an issue with editing the grid at Customers > Pass Through Credits.
Fixed		Fixed an issue with the paydouts not matching the invoices when accepting multiple invoices at a time.
Fixed		Fixed an issue with the gas prices failing to update via the mobile app through the API tunnel.
Fixed		Fixed an issue with the inventory results not recalculating automatically after accepting purchases at Inventory Change History.
Fixed		Fixed an issue with the handheld scanner at Mobile Assistant > Settings > Item Info.
Fixed		Fixed an issue with the Cash Back Fee parsing and causing overages in the shift report.
Fixed		Fixed several minor issues with the Microsoft Edge (Windows 10) browser compatibility.
Fixed		Fixed an issue with editing the station settings at Settings > Locations > Edit Location.

August Release 2015

This is a regular maintenance release in which we addressed the reported issues and customer requests, introduced several new features - new ability to create split transactions for the store purchases, new account information form, new Favorite reports feature, as well as new numerous reports improvements, and some other enhancements.

The next release is planned for October 14. However, some of the improvements and fixes might become available earlier so that all customers could take advantage of the improvements and the ones who requested fixes could have their requests fulfilled.

Cash register

New		Added a new ability to set the path to the folder with parser PJR files at Locations > Station > Cash Register > CR PJR Folder.
Changed		Improvement made to Bulloch shifts parser: added the house accounts and multi CR shift splitting.
Fixed		Fixed an issue with the CR sales (Passport) not matching the back-office sales (CStoreOffice®).

customers

Fixed		Fixed an issue with creating the pass through credits at Customers > Pass Through Credits.
Fixed		Fixed an issue entering the Coca-Cola invoices at Vendors > Store Invoices.
Fixed		Fixed an issue with negative sales from the Store Sales data type.

Data Entry

Changed		Improvement made to Data Entry > Spoilage S.USE: a new "Cost" column has been added.
Changed		Minor improvement made to Data Entry > Lottery > Lottery Count. A new confirmation message has been added, allowing users to accept the automatic system fixes or proceed with viewing the form in the read-only mode.
Changed		Improvement made to Data Entry > Competition - the current date is currently displayed when the form is opened.
Fixed		Fixed an issue with duplicate data at Data Entry > Inventory > Cycle Count Tickets for items added to recipes by mistake.
Fixed		Fixed an issue with the George J Falter parser - check digit has been adjusted.
Fixed		Fixed an issue with deleting MOPs at Data Entry > Dashboard > Station Options > MOP Mapping.
Fixed		Fixed an issue with the incorrect importing of the lottery purchases to AIM Export.
Fixed		Fixed an issue with the AP lottery data not matching the lottery invoice data at Data Entry > Lottery > Purchases.
Fixed		Fixed an issue with entering lottery invoices at Data Entry > Lottery > Purchases.

EDI Shift Parsers

New		Create new FTP connection for Pepsi at client's request.
Changed		Improvement made to the Harbor Wholsale Parser. Unit cost is now up to 4 digits after coma.
Changed		At client's request, station number has been increased up to 7 digits for sending EDI invoices.
Changed		Minor improvement to Platinum Energy Fuel Invoice EDI - it has been made possible to send invoices with up to seven digits after the decimal.
Changed		At client's request, their FTP credentials have been updated.
Changed		Improvement made to the Church Point vendor. Currently it is possible to accept the 12-digit EDI invoices from this vendor.
Fixed		Fixed issues with incorrect UIC for deli items and allowance deduction fail for the Hackney EDI invoices.
Fixed		Fixed an issue with Farner EDI not parsing correctly.
Fixed		Fixed an issue with the missing Frito Lay EDI invoices.

Price book

Changed		A new city (Tamarac, Florida 33321) added to the drop-down list at Price Book > Vendors.
Fixed		Fixed an issue with the Vendor Name and ID in Price Book not matching the ones from the Docs Scanner.
Fixed		Fixed an issue with the missing item cost at Price Book > Items > Price Management.

Reports

New		New "Favorite Reports" feature has been added under the Reports tab.
Changed		Improvement made to Reports > Price Book > Dead Items : a new ability to filter by stations has been added.
Changed		Fixed an issue with the Gasoline Prices History report failing to display the up to date gas price changes.
Changed		Improvement made to Reports > Store > Spoilage and Spoilage by Tags: two new "Cost" and "Cost Amount" columns have been added.
Changed		Improvement made to Reports > Store > Cash Register Journal: custom income department data is currently included in the report.
Changed		Improvement made to the Pending Invoices functionality. A new "Reprocess Invoice" button has been added.
Changed		Improvement made to Reports > Item Sales By Tags and Item Purchases By Tags: a new ability to filter by manufacturer has been added.
Changed		Improvements made to Report > Accounting > Vendor Balance Detailed Report and Customer Balance Detailed Report. A new "Totals" column has been added.
Changed		Improvement made to the Invoice GPM Range Report - a new "GPM Range" column has been added.
Changed		Improvements made to the following reports: GPM Explanation report - added "Cost Adjustments" and link to the Item shortage report; Store GPM and Company GPM reports - added "Spoilage By Cost", updated GPM explanation section.
Changed		Improvement made to the Automatic Tank Gauging report. A new "Ulliage 90%" line has been added to the report.
Changed		Improvement made to the Profit Contribution report - a new "Spoilage Cost" column has been added.
Changed		Improvement made to the Competitor History report - report data is currently displayed for the specific station not the whole account.
Changed		Improvement made to the Custom Income Sales report - a new "Money Order" column has been added.
Changed		Improvement made to the Cash Register Rate report - new "Cancel Count" and "Cancel Value" columns have been added.
Changed		Improvement made to Reports > Store > Item Sales by Tags report. It has been made possible to subtotal by year.
Fixed		Fixed issues with Cash Register Journal report: issue with the incorrect report time and issue with displaying the financial event details.
Fixed		Fixed an issue with the Cash Register Journal report displaying the incorrect time for the Ruby registers.
Fixed		Fixed an issue with the Usage Report and Shift report data mismatch.
Fixed		Fixed an issue with the Item Sales by Tags report showing duplicate data.
Fixed		Fixed an issue wit Instant Ticket Shortages and the Lottery Inventory by Serial Number reports data not matching.
Fixed		Fixed an issue with a pending price change ticket. Shift Report > Pending invoices > Pending Price Change Ticket.
Fixed		Fixed an issue with the headers alignment at Reports > Price Book > Price List Report.
Fixed		Fixed a minor spelling issue at Reports > Lottery > Lottery Count Changes History report.
Fixed		Fixed an issue with Reports > Store > Item Sales by Tags and Item Sales Comparison reports displaying different data for the same parameters.
Fixed		Fixed an issue with printing the Reports > Category Inventory Levels report.
Fixed		Fixed an issue with the invoice GPM range working incorrectly at Station Home > Pending Invoices.
Fixed		Fixed an issue with the Loss Prevention Report not producing any results when filtered by a single station.

Transactions

New		New ability to apply the split transactions when creating store invoices has been added. Three new data types - "Store Purchases Cash-Split", "Store Purchases Check-Split", "Store Purchases EFT-Split" - have been created.
Changed		Improvement made to audit period calculation. Previously the audit period wasn't 100 % closed in case there were inactive account present. Currently the inactive accounts don't affect the audit period.
Changed		Improvement made to the way the new transactions for the synchronized audit period are handled. Previously users had to resynch the entire period when adding a new transaction. Currently system checks if the audit is synchronized and sends the new transaction to QuickBooks Synchronization Manager automatically.
Changed		Improvement made to the audit period calculation logic. Currently the audit period is displayed as 100% closed even in case it has inactive accounts within it.
Changed		Improvement made to the chart of accounts performance. 'Balance" and "Audited" columns are now hidden by default which speeds up the form loading. Settings > Company > Chart of Accounts.
Fixed		Fixed an issue with closing audit period at Transactions > Audit.

Vendors

Fixed

Fixed an issue with the instant lottery totals not matching the invoice data at Vendors > Account Payable.

Other

New		New account information form has been added at Settings > Admin > Profile.
Changed		Improvement made to the DC301 activation process. Added a report showing the process of DC301 activation progress by steps.
Changed		Improvement made to Docs Scanner: added a new ability to add the document number for the shift documents.
Changed		Improvement has been made at Price Book > Price Groups > select price group > Change Retail Prices. Previously users could only make a price change for the specific station(s). Now they can select various options to target the price change.
Changed		Help feedback form (feedback icon at the bottom of any page within the Help) performance has been improved. The form currently loads much faster.
Changed		Added the ability to switch between the old and the new shelf tag design at Settings > General > Setup Account.
Fixed		Fixed an issue with the gift card sales data being duplicated to other sales accounts. Transactions > Account Register.
Fixed		Fixed an issue with house account details are not populating into CStoreOffice®.
Fixed		Fixed an issue with printing shelf tags from the updates history page (Items Updates).
Fixed		Fixed an issue with entering 0 in the scanned invoice name. Docs & Files > Docs Scanner.

June Release 2015

This is a regular maintenance release in which we addressed the reported issues and customer requests, introduced several new features - four new reports, as well as numerous improvements to reports and Price Book, and some other enhancements.

The next release is planned for August 12. However, some of the improvements and fixes might become available earlier so that all customers could take advantage of the improvements and the ones who requested fixes could have their requests fulfilled.

Cash register

Fixed

Fixed an issue with sending tax updates to CR.

EDI Shift Parsers

Changed

Improvement made to Harbor Wholesale parser - the UPC field has been changed into 14 digit field.

price book

Changed		New column has been added to the Promotions form - New Price (special).
Changed		Improvement has been made to the promotions logic. Once the type of the existing promotion is changed, it is not possible to edit it anymore, only create a new one.
Changed		Improvement made to Price Book. Find&replace action for CR Departments, Categories and Price Groups has been disabled.
Fixed		Fixed an issue with incorrect cost copying at Price Book > Items > Price Management.
Fixed		Fixed an issue with opening Sales & Retails in Item Setup taking too long. Price Book > Items > Item Setup.
Fixed		Fixed an issue with providing a discount for an item.

reports

New		New ability to accept and reject several invoices at a time has been added at Reports > Store > Pending Invoices.
New		New lottery report has been added at Reports > Lottery > Lottery Payout Audit report.
New		New report has been added at Reports > Store > Cash Register Journal report.
New		New Invoice GPM Range report displaying any items outside category GPM range has been added.
Changed		Minor improvement to Reports > Accounting > Export > Backup Manager report. The outdated report has been deleted.
Changed		Improvement made to the GPM Comparison by Station report. The row and column headers currently freeze for the large reports.
Changed		Improvement made to Reports >Store > Consolidated Item Group Reconciliation report. The ability to select the custom data has been added.
Changed		Improvement made to Reports > Accounting > Operating Profit Estimates report. It has been made possible to apply advanced filtering options to the report data.
Changed		Minor improvements made to Reports > Accounting > Vendor Balance reports: 'Invoice' and 'Credits' columns switched places; 'Credits' column has been renamed into 'Payment'.
Changed		Improvement made to Reports > Store > Consolidated Item Group Reconciliation report. Custom date filtering option has been added.
Fixed		Fixed an issue with using the number pad to change prices at the Gasoline Prices Management Report.
Fixed		Fixed an issue with accepting shift reports taking too long. Shift report acceptance has been speeded up.

Vendors

Changed		Improvement made to Vendors > Bills > Fuel Invoices. Verification to prevent duplicate invoice creation has been enabled.
Fixed		Fixed an issue with editing the vendor's information (ZIP code) at Vendors > Vendors List.
Fixed		Fixed an issue with paying invoices via Vendors > Account Payable.

Other

Changed		Improvement has been made to the way the Data Types are sent to QB. Currently 'Store Purchases' and 'Fuel Purchases' are not sent to QB to avoid the errors.
Fixed		Fixed an issue with the duplicating email inventory alerts.
Fixed		Fixed an issue with the inventory on KPI displaying the incorrect shortage.
Fixed		Fixed an issue with selecting and deleting several emails at a time in the CStoreOffice® mailbox.
Fixed		Fixed an issue with the shift data missing on the Account register form and Cash Reconciliation report.

May Release 2015

This is a regular maintenance release in which we addressed the reported issues and customer requests, introduced several new features - new cash register fuel loyalty types for Sapphire, Radiant and Passport, new role permissions, as well as new accounting reports, new EDI parser, and some other enhancements.

The next release is planned for June 10. However, some of the improvements and fixes might become available earlier so that all customers could take advantage of the improvements and the ones who requested fixes could have their requests fulfilled.

cash register

New		New ability to parse the House Account details for shifts from Sapphire CR has been added.
Changed		Improvement to the CR options. Food stamps are currently supported for the Radiant register. Data Entry > Dashboard > Cash Register > Advanced > Radiant > a new 'Foodstamp Tender Restriction' option
Fixed		Fixed an issue with using the Price each mix promotion for a Radiant register.

customers

New		New ability adds an ability to export Credit card batches list into PDF and XLS.
Changed		Improvement made to the Accounts Payable form. It has been made possible to enter the payment amount manually.
Fixed		Fixed an issue with the deleted accounts still available for selection in the drop-down lists. Customers > Account Receivable

data entry

New		New form for mapping the credit card details has been added to Data Entry > Dashboard > Station Options > CC Mapping.
New		New option added to the Lottery Changes History report allowing user to view the sold out lottery games.
Changed		Improvement has been made to Data Entry > Lottery > Count. Additional 'Total Vending Tickets Sold' line has been added.
Fixed		Fixed an issue with saving the MA transfer date. Data Entry > Store > Store Purchases > Inventory Transfer.

EDI Shift Parsers

New		New EDI parser for Long Dist created.
Changed		Improvement has been made to the Red Bull's EDI parser - new FTP and email addresses have been added.
Changed		Improvement made to the process of accepting the EDI invoices. Currently it is possible to decide if you want to apply the suggested retail to the items coming from EDI by selecting the 'Apply Suggested Retail for New Items' option on the Account Vendor page.
Fixed		Fixed an issue with the PFG EDI's not coming through.
Fixed		Fixed an issue with the shift reparsing.
Fixed		Fixed an with item setup unit in case difference between Price Book and EDI invoice.

Price Book

New		New ability to remove the item tags has been added to Price Book > Items.
Changed		Improvements to Price Book have been made: 1. Price Book > CR Departments - 3 new fields have been added - Food Stamps, IMoA, Custom Type; 2. Price Book > Price/Promo Groups - at has been made possible to delete several items at a time.
Fixed		Fixed an issue single vendor Price Book import broken.
Fixed		Minor improvement to Price Book > Items > Item Setup speed performance.
Fixed		Fixed an issue with copying the promotions via Price Book Wizard.
Fixed		Fixed an issue with the instant ticket UPCs won't get copied via Price Book > Price Book Wizard.

reports

New		New accounting reports - Vendor Balance Detailed and Vendor Balance Summary - have been added to Reports > By Company > Accounting > Manage Accounts Payable.
New		New accounting reports - Customer Balance Detailed and Customer Balance Summary - have been added.
Changed		Improvement made to Reports > Accounting. Time stamp is currently added to all accounting reports.
Changed		Improvements made to GPM reports: Company GPM report (added 'non retail purchases' column), Company GPM and Store GPM reports (added 'non itemized sales' column).
Changed		Improvement made to Shift report performance - it currently takes less time to load.
Changed		Improvement made to accepting shifts procedure - it currently takes less time to accept the shift.
Changed		Improvement made to Reports > Account Register report. It has been made possible to filter the report data by the check number.
Changed		Improvement made to Reports > Accounting > Operating Profit Estimates (Profit & Loss) report - new option for viewing the results by months has been added.
Changed		Improvement made to Reports > Cash Reconciliation Consolidated Report. Column headers currently freeze for the reports with the large number of rows.
Changed		Minor improvement to Reports > Gasoline > SIR Export. When exporting data to CSV, the store number from Duns > General Settings is currently being exported Site ID instead of the CStoreOffice® Website.
Changed		Minor improvement made to Reports > Gasoline > Sales History. A footnote has been added to specify whether the report column data is in dollars or gallons.
Changed		Minor improvement made to Reports > Store > Store Sales History. A footnote has been added to specify whether the report column data is in dollars or gallons.
Changed		Minor improvement to Reports>Store>Item Shortage Report. 'Fake Item' column header has been renamed into 'No Items'.
Fixed		Fixed an issue with Repots > Store > Invoice report filtering by MOP won't work.
Fixed		Fixed an issue with the Items Purchase by Tag report issue occurring when applying filters.
Fixed		Fixed an issue with 'Stick Reading' misspelled on the Shift Changes History report.
Fixed		Fixed and issue with Reports > Store > Loss Prevention report failing to display the results from the second shift.
Fixed		Fixed an issue with Reports > Accounting > Cash reconciliation report failing to load when there was the quote mark in the MOP name.
Fixed		Fixed an issue with Reports > Price Book > Best Sellers report missing the first and the last digits of the UPC.
Fixed		Fixed an issue with Reports > Accounting >Sales Summary Report failing to display the date range when exporting to PDF and to print.
Fixed		Fixed an issue with Reports > Store > Physical Inventory Results by Category report showing only the last inventory that was done and does not displaying the inventory graph like the rest of the locations do.
Fixed		Fixed an issue with the Items Sales by Tag report showing incorrect data.
Fixed		Fixed an issue with the Reports > Accounting > Sales Summary Report missing data.
Fixed		Fixed an issue with sorting at Reports > Item Shortage Report.
Fixed		Fixed an issue with Reports > Store > Merchandise Orders.
Fixed		Improvement made to Reports > Store > Item Purchases By Tags. Non-itemized purchases are currently groped in a separate column in the report.

Transactions

Fixed

Fixed an issue with the deleted accounts still being available in the drop-down lists for selecting at Customers > Account Receivable.

other

New		Two new types of the fuel loyalty have been added to Sapphire: 'Apply PPG discount as loyalty' and 'Apply ticket+PPG discount as loyalty'. Data Entry > Dashboard > Cash Register > Sapphire > Advanced > Shared Options
New		Two new types of the fuel loyalty options have been added for Radiant and Passport cash registers: 'Apply fuel loyalty' and 'Ignore fuel loyalty'.
New		New role permission for Price Change Tickets created.
Changed		Improvement made to Store Sales and Store Inventory data types - they have been broken down by categories.
Changed		Minor improvement made to the CStoreOffice® menu. For the consistency purposes, 'Store Bills' and 'Fuel Bills' have been renamed into 'Store Invoices' and 'Fuel Invoices'.
Changed		Minor improvement made to the shift report - a new warning about manual shift editing has been added.
Changed		Minor improvement made to the AIM export report. Custom date settings have been added.
Fixed		Fixed an issue with the menu bar - some additional space added under the menu.
Fixed		Fixed an issue with the incorrectly set station alert sending blank emails.
Fixed		Fixed an issue with the MA transfer invoices accepting.
Fixed		Fixed an issue with pagination in Safari browser at Price Book > Promo Groups.
Fixed		Fixed an issue with the fuel inventory informer at Data Entry > Inventory > Fuel Inventory.
Fixed		Fixed an issue with turning on the sabotage prevention option at Home > Alerts > Sabotage prevention.
Fixed		Fixed an issue with the MOP mapping.

April Release 2015

This is a regular maintenance release in which we addressed the reported issues and customer requests, introduced several new features - new reports, new lottery permission and check printing option, and some other enhancements.

The next release is planned for May 6. However, some of the improvements and fixes might become available earlier so that all customers could take advantage of the improvements and the ones who requested fixes could have their requests fulfilled.

banking

New

New position option 'Top (doubled details)' has been added to the form for the check printing settings to be able to print doubled details for checks of the voucher type. Transactions > Banking > Print Checks.

data entry

New		New permission allowing to manage the ability to delete the lottery games has been added. Data Entry > Lottery > Count.
Fixed		Fixed an issue with adding the equal expenses. Data Entry > Cash Reconciliation > Expenses.
Fixed		Fixed an issue with adding the price groups to the items groups reconciliation area. Data Entry > Inventory > Item Group Reconciliation > Items Setup.

Price Book

New		Added the new ability to remove item tags from items at Price Book > Items.
Changed		Minor improvement made to the process of working with the PB items. Several UI tips have been added - UPC hints and highlighting the edited items. Price Book > Items.
Changed		Improvement has been made to Price Book > Promotions. 'End Promotion' button is currently used instead of the 'Delete' button for the active promotions.
Changed		Improvement made to Price Book > CR Departments > Account Department. 'Item Code Type' option has been added to the Radiant cash registers.
Changed		Minor improvement made to the loading speed of the Price Book >Items.
Changed		Improved the performance of the Price Book search within Price Book > Items > Price Management. It currently works faster.
Fixed		Fixed an issue with the Price Book item search incorrectly displaying the inactive items.

Reports

New		New COGS by Category report has been added to Reports > Accounting >Operating Profit Estimates (Profit & Loss) > Total COGs. It has been made possible to view COGS for the store broken down by item categories.
New		New Customer Invoices Detailed report added to Reports > Accounting > Manage Accounts Receivable.
Changed		Improvements made to the Reports > Promotion List Report. Several new filtering options have been added.
Changed		Improvement made to Reports > Accounting > Loss Prevention Report. Subtotal option has been added.
Changed		Improvement made to Reports > Projections Report. Store LY and Gasoline LY are currently displayed separately on the graph.
Changed		Minor improvement made to Reports > Gasoline > Gasoline Sales History Report. Note clarifying the units of measurement has been added.
Fixed		Fixed an issue with the Sales Summary report displaying the incorrect store in the report name.
Fixed		Fixed an issue with the way the scroll worked for the append items to list function.
Fixed		Fixed an issue with the fuel prices updating at the fuel reports.
Fixed		Fixed an issue with the Buydown by Sales column missing from Reports > Item Sales By Tags report.
Fixed		Fixed an issue with the Reports > Card Type Product report not working.
Fixed		Fixed an issue occurring when trying to view the Physical inventories results by category report for the first time after the full store inventory. Reports > Store > Physical Inventories Results by Category.
Fixed		Fixed an issue with the incorrect date at the Reports > Competitors Gas Report.
Fixed		Fixed an issue with Reports > Accounting >Daily Sales Comparison Tracker report pulling the incorrect data.

transactions

Changed		Improvement has been made to Transactions > Changes History > Accounting History. Additional information (linked invoice) on the transaction is currently available upon click.
Changed		Improvement made to Accounts Receivable and Accounts Payable. It has been made possible to process the negative accounts. Added possibility of processing negative accounts.

other

Changed		Minor improvement made to the procedure of saving the invoice after editing. Currently the status message appears when users click 'Complete Invoice'.
Fixed		Fixed an issue with copying the accounting settings at System > Set Up Account > Copy Simple Accounting Settings.
Fixed		Fixed an issue with viewing the news in the printing mode.
Fixed		Fixed an issue with Docs Scanner failing to save the shift information.
Fixed		Fixed an issue with the linked text formatting (highlighting) when publishing news.

March Release 2015

This is a regular maintenance release in which we addressed the reported issues and customer requests, introduced several new features - new cash register and station options, as well as new role management and fuel permissions and a new ability to import the lottery items, and some other enhancements.

The next release is planned for April 1. However, some of the improvements and fixes might become available earlier so that all customers could take advantage of the improvements and the ones who requested fixes could have their requests fulfilled.

Accounting

Changed		Improvement made to accounting module. Data types are currently grouped by accounts at Settings > Company > Transaction Assignment.
Changed		Improvement made to the Accounting Profit and Loss report. An alert notifying about the incomplete audit period has been added. Reports > Accounting > Accounting Profit and Loss.
Fixed		Fixed an issue with the Account Receivable form failing to work. Customers > Account Receivable.

Banking

Changed

The Print checks feature has been improved with an ability to adjust the 'Date' field.

cash register

New		Added the new ability to use the NAXML Format for the Comdata SmartDesq registers.
Changed		Improvement made to the process of lottery paidout process. Added the ability to parse lottery paidouts for the Radiant CR.

Customers

New		New role permission to lock ability to adjust fuel loyalty on Customers > Fuel Sales.
Fixed		Fixed an issue with the Accounts Receivable form error. Customers > Account Receivable.

data entry

New		New ability to import the lottery items via Excel files has been added to Data Entry > Lottery > Games.
New		New 'Allow to Change Descriptions' option allowing to change the item description at the Mobile Assistant device has been added to Data Entry > Dashboard > Station Options > Misc > Allow to Change Descriptions.
Changed		Improvement made to the Reports > Lottery > Lottery Ticket Sales By Tags: the ability to subtotal by the lottery game has been added; currently if you click the specific lottery name and UPC, the detailed information appears.
Fixed		Fixed an issue with the lottery items not showing in the position they were supposed to unless there were sales for this position from register. Data Entry > Lottery > Lottery Count
Fixed		Fixed an issue occurring when trying to enter the payroll data.
Fixed		Fixed an issue occurring when entering the payroll data.

EDI Shift Parsers

New		Set up FTP for orders with vendor AJ Silberman.
Changed		Improvement made to Harbor Wholesale parser. VIN has been increased from 6 to 7 digits.
Fixed		Fixed an issue with updating the UPC for Silberman (vendor).

Price Book

Changed		Improvement made to Price Book > Items. Trusted Index and Popularity Index have been added to the Find, Sort By and Field to Show tabs.
Fixed		Fixed an issue with the Item Log. Currently if some changes are made automatically, the system is mentioned as the performer on an action, not the specific user.
Fixed		Fixed an issue with editing and viewing the Price Book items accessed via search.

Reports

New		New Customer Invoices Detailed report has been added to Reports > Accounting > Review Sales.
Changed		Adjusted P&L report with new Profit Calculation filter field to be able to switch between methods of calculation (by sales or by purchases).
Changed		Improvement made to the Item Sales By Tags & Item Sales Comparison reports performance. Currently both reports work faster.
Changed		Improvement made to Reports > Store GPM. Reference to new Price Change by Tags report has been added.
Fixed		Fixed an issue with the Stock Movement History report subtotal by Vendor showing the wrong vendors.
Fixed		Fixed an issue with the incorrect data display of the Weekly Sales report at Reports > Accounting > Weekly Sales report.
Fixed		Fixed an issue with viewing data within the Nielsen Export Report.
Fixed		Fixed an issue with the Cash Recon Consolidated Report showing the complete day as incomplete.
Fixed		Fixed an issue with entering date at Reports > Store > Item Sales by Tags report.
Fixed		Fixed an issue with the Item Movement Report showing the empty Purchases grid. Reports > Price Book > Item Movement Report.
Fixed		Fixed an issue with the Reports > Inventory > Stock Movement History report subtotal by Vendor showing the wrong vendors.
Fixed		Fixed an issue with the Reports > Accounting > Weekly Sales having the data overlap.
Fixed		Fixed an issue occurring when the pending shift was created after button "Complete day" was pushed, and Consolidate Cash Reconciliation report showed day as incomplete. Reports > Cash Recon Consolidated Report.
Fixed		Fixed an issue with excluding the category from inventory. Reports > Price Change Report
Fixed		Fixed an issue with Reports > Price Book > List of PLU showing the inactive PLUs.
Fixed		Fixed an issue with the inventory shortage that occurred because of the MA Transfer which didn't come through. Reports >Store >Pending Invoices.
Fixed		Fixed an issue with accessing the reports users were not supposed to have the access to.

vendors

Fixed		Fixed and issue with editing the incomplete invoice. Vendors > Bills > Store Bills.
Fixed		Fixed a issue with entering the store purchases.

Other

Changed		Added new status 'USB Flash Down' to DC Connection Monitoring system and report, which occurs in case when the USB drive fails to mount.
Changed		Improvement has been made to the new stations default settings. The 'Enable BOL (Bill of Lading)' option is currently ON by default for all new stations when adding a new location.
Changed		Improvement made to the shelftags design. The retail price has been made bigger.
Changed		Improvement made to the procedure of managing MOPs at Station > Options > MOP mapping. It is currently not possible to delete the MOP with the data linked to it to avoid the data loss.
Changed		Improvement made to the taxation within CStoreOffice®. The ability to add the UST Sales Fee has been added to Setup Taxation > State > UST Sales Fee and Reports > Accounting > Fuel Taxes > Taxes to Show option.
Fixed		Fixed an issue with the VIN not coming into CStoreOffice® when scanning invoices on the handheld.
Fixed		Fixed an issue with the menu bar scrolling.
Fixed		Fixed an issue with the VINs didn't come into Pending invoices correctly.
Fixed		Fixed an issue with incorrect behavior of the CStoreOffice® when the logging in fails due to the incorrectly entered data.
Fixed		Fixed an issue with entering the fuel reward amounts at Customers > Fuel Sales.
Fixed		Fixed an issue with the CStoreOffice® sub menu on touch devices.
Fixed		Fixed an issue with the permission "Allow user to setup item" not affecting the context menu at New Items Manager.
Fixed		Fixed an issue with the Item Update Manager failing to send the updated item description to the register.
Fixed		Fixed an issue with calculating the scan rate for the fuel sales on the shift report.
Fixed		Fixed an issue with the service charge not going from register to CStoreOffice®.
Fixed		Fixed an issue in the way the menu bar scroll worked.
Fixed		Fixed an issue with enabling the order settings to generate the merchandize order. Vendors > Vendors List > Any Vendor.
Fixed		Fixed an issue with updating the Data type for fuel commission agent.
Fixed		Fixed an issue with the user keep receiving inventory alerts for stores that are closed. Home > Alerts

February Release 2015

This is a regular maintenance release in which we addressed the reported issues and customer requests, introduced several new features - several new accounting data types, new option for exporting the fuel invoices, as well as new permission for managing the Addition filed on the Item Group Reconciliation form, and some other enhancements.

The next release is planned for March 4. However, some of the improvements and fixes might become available earlier so that all customers could take advantage of the improvements and the ones who requested fixes could have their requests fulfilled.

Accounting

New		New accounting types have been added to Settings > Company > Chart of Accounts: Loan, Credit Cards, Other Expenses, Other Income.
Changed		Improvement made to Vendors > Accounts Payable. It is currently possible to enter the larger amount that is due into the 'Amt. to Pay' box. The overpayment is treated as a credit.
Fixed		Fixed an issue with invoices missing from the accounts payable and corresponding reports.

Cash Register

Changed		Improvement made to Nucleus register settings. The ability to use Samba Share has been added. Data Entry > Dashboard > Cash Register > CR Brand Wayne, CR Model Nucleus NAXML_PDI > Advanced > select the 'Smb Service name' option.
Fixed		At client's request, a Nucleus department has been remapped.
Fixed		Fixed an issue with promotions scanning with an incorrect retail.

data entry

New		New permission for managing the 'Addition (or Purchases)' field in Item Group Reconciliation form has been added to Settings > General > Roles.
Fixed		Fixed an issue with the physical inventory calculation for CRV items linked to more than one item in the inventory ticket. Data Entry > Inventory > Cycle Count Tickets.
Fixed		Fixed an issue with incorrect data on the Cash Reconciliation MTD report. Reports > Accounting > Cash Reconciliation.

EDI shift parser

Changed		At client's request, the George J Falter EDI parser has been updated.
Fixed		Fixed an issue with parsing the fuel invoices.
Fixed		Fixed an issue with EDI's from AW Marshall not coming through.

Fuel

New

New option has been added to Vendor > Bills > Fuel Bills. It has been made possible to export fuel invoices in Excel.

Price Book

Fixed

Fixed an issue with the items from the promo group showing up in the incorrect promotion.

Reports

Changed		Improvement made to Reports > Accounting > Mas90 Export report. It has been made possible to export the invoice total cost with included taxes.
Changed		Improvement made to the Reports > Price Book > Cost > Consolidated Cost Changes History report . 'Negotiated Cost' column and the ability to subtotal by item tags have been added to the report.
Changed		Improvement made to the Reports > Store > Merchandize > No Purchased Items report. The report has been improved with the new advanced filtering options.
Changed		Improvements made to Reports > Store > Money Order Sales Report: it has been made possible to subtotal by station, month, week and day; sorting option has been added; 'Shift' and 'QTY' columns have been added.
Changed		Improvement made to the Loss Prevention report. It is currently possible to calculate subtotal by employee. Reports>Store>Loss Prevention report.
Changed		Numerous minor improvements made to Item Sales comparison report (Reports > Store > Item Sales Comparison): 1) Export in Excel currently exports stations in the same order as selected in the report. 2) Export in Excel currently expands categories corresponding to the selected filters. 3) Provided the ability to expand data for more than 10 stores at a time. 4) Export in Excel currently provides headers to the corresponding periods.
Changed		Improvement made to the No Purchased Items report - advanced filtering options have been added. Reports > Store > Merchandize.
Fixed		Fixed an issue with the Item Group Reconciliation Consolidated Report incorrect display of the promo groups. Reports> Store > Inventory > Consolidated Item Group Reconciliation.
Fixed		Fixed an issue with the Reports > Store > Loss Prevention report store sorting not working.
Fixed		Fixed an issue with scheduling the reports at Reports > the Schedule button.
Fixed		Fixed an issue with Reports > Accounting > Operating Profit Estimates (Profit & Loss) freeze headers feature won't working.
Fixed		Fixed and issue with accepting new invoices when EFT is used as a MOP.
Fixed		Fixed an issue with the Operating Profit Estimates report. Previously clicking the income line led to the incorrectly displayed Account Register report. Currently the report is displayed correctly.

Other

Changed		Minor improvement to the Price Book permission for setting up items has been made. New 'Allow user to setup item' permission has been added to Settings > General > Roles > Edit > Price Book.
Changed		Minor improvements made to new CStoreOffice® menu verbiage. Transactions > Tools > Replacement Tool has been renamed into Accounting Tools > Find and Replace. Transactions > Tools > Data Converter Tool has been replaced into Accounting Tools > Data Converter.
Changed		Minor improvements made to the form for setting up the new accounts (General > Setup Account): the 'Enable Linked Items' option is on by default; the default 'Company' is currently assigned the same name as the account and this company is assigned to the new stations added to the account.
Fixed		Fixed an issue with putting 2 items on a ma transfer from one store to another.
Fixed		Fixed an issue with over and short for the day (Data Entry > Cash Reconciliation > Cash Register > Daily Data) not matching the shift summary data.
Fixed		Fixed an issue with setting up the date while setting up the tasks for the managers.
Fixed		Fixed an issue with the Safe Drops not being summed correctly in CStoreOffice®.
Fixed		Fixed an issue with the specific single store managers having access to view the account level reports.
Fixed		Fixed an issue with the PLUs in the Crispy Chicken department not showing as scanned on shift reports.
Fixed		Fixed an issue with the CStoreOffice® sub menu on touch devices.

January Release 2015

This is a regular maintenance release in which we addressed the reported issues and customer requests, introduced several new features - new cash register and check printing options, as well as new gasoline report, and some other enhancements.

The next release is planned for February 4. However, some of the improvements and fixes might become available earlier so that all customers could take advantage of the improvements and the ones who requested fixes could have their requests fulfilled.

Accounting

Changed		Minor improvements made to Customers>Credit cards: Fee and Gross columns switched places; State column has been removed, Date column renamed into Summary Date.
Changed		Improvement to Transactions > Account register: the date of the transaction creation is now the AR Processed Date.
Changed		Improvement to Customers > Account Receivable: currently when you select the Receive Account option from the Payment Attributes, the account is displayed both with the name and the account number.
Fixed		Fixed an issue with filtering by merchant ID at Customers > Credit Cards Merchant ID > Filter.
Fixed		Fixed an issue with the duplicate transaction at Vendors > Accounts Payable.
Fixed		Fixed an issue with the QuickBooks synchronization.

Banking

New

New option to adjust the date alignment has been added to the check printing functionality. Transactions > Banking > Print Checks

Cash Register

New		Improvement made to Station Options > Cash Register. Currently when cash register looses connection to the Back Office PC, the user gets an email notification.
New		Added an option to restore the cash register data from CR Backup for DC 301 Ruby and Sapphire CR. Data Entry > Dashboard > Cash Register

Docs and files

Changed

Minor improvement made to the Docs Scanner interface. The new CStoreOffice® menu has been made accessible from there. Docs&Files > Docs Scanner

EDI shift parser

Changed		Improvement made to the “Use Unit in Case from Invoice” option. It currently doesn't affect the Price Book when applied to the credit EDI invoices.
Fixed		Fixed an issue with the Pet Dairy EDI failing.
Fixed		Fixed an issue wit the Texas Jasmine EDI's not parsing.
Fixed		Fixed an issue with the Hackney invoices parsing.

Price Book

Changed		Minor improvement made to Price book > Dashboard > View Price Book Changes History. Currently when user clicks the Undo button, the button gets blocked to prevent the extra clicking and the pre-loader with the status appears.
Changed		Improvement made to Price book>Items. Added possibility to remove links to CRV items in the batch mode when using the Replace tool.
Fixed		Fixed an issue with the manufacturer code missing in the Item Update Manager. Price Book>Items

Reports

New		New Fuel Purchases Detailed report has been added to Reports>Gasoline>Purchases.
Changed		Improvement made to the Sales Summary report. It is currently possible to view the report not only for the station, but for the whole account, company and division. Reports > Accounting > Sales Summary Report
Changed		Improvement made to the Sales Summary report. The MOP information I currently presented in the separate sections, the same way as for the Shift report. Reports > Accounting > Sales Summary Report
Changed		Improvement made to the Loss Prevention report - advanced filtering options have been added.
Fixed		Fixed an issue the Category Sales and Item Sales By Tags reports showing different totals.
Fixed		Fixed and issue with the expenses on Operating Profit Estimates being less than on Accounting Profit and Loss report. Reports > Accounting > Profit and Loss report
Fixed		Fixed and issue with the Company GPM report failing to load. Reports > GPM > Company GPM

Other

Changed		Improvement made to Reports > Accounting > MAS90, additional line for sales tax for supplies has been added to the report.
Changed		Minor improvement made to the Item Update Manager. More informative message describing the update details is currently displayed. Account Home > Item Updates > Select Station.
Changed		Minor improvements made to Data Entry > Payroll > Employees - the DOB field is currently displayed in the form of a calendar.
Fixed		Fixed an issue with the absent scroll bar on Price Book > Items
Fixed		Fixed an issue with the permission for creating stations. Currently only the users with the administrator's permissions can create stations. Settings tab > General > Locations
Fixed		Fixed an issue with entering the store spoilage. Data Entry > Store > Spoilage
Fixed		Fixed and issue with saving the changed password for DC.
Fixed		Fixed an issue with the short/over on Commander registers occurring because of the incorrect parsing of the fuel loyalty. Station > Cash Register
Fixed		Fixed and issue with changing the employee's login on the employee setup form.
Fixed		Fixed an issue with the Find option not working in Price Book when Manufacturer Code is used as a search criteria.
Fixed		Fixed an issue with the merchandise orders from United Dairy failing to be generated as scheduled.

December Release 2014

accounting

Changed		Several improvements made to the inventory transfer process: credit paidout removed from the inventory transfer; transfer station name is now added to the credit memo automatically.
Changed		Minor improvements made to Accounts Receivable: currently after matching invoices with credits and there is 0.00 balance due, the Payment attributes are not displayed anymore; added the ability to rollback changes at Transactions > Account Register > Account Register Report > History > Rollback.
Fixed		Fixed an issue with the way the chart of accounts filtering by number worked. Accounting > Chart of Accounts.
Fixed		Fixed an issue with the QuickBooks synchronization.
Fixed		Fixed an issue with the amounts entered into the Adjustment column on the Fuel Sales screen not pulling into CStoreOffice® Accounting (Data Entry > Fuel > Fuel Sales).
Fixed		Fixed an issue with the cash over and short coming into accounting does not match the amounts showing on the cash reconciliation screen.
Fixed		Fixed an issue with the list of accounts in the chart of accounts loading too long.
Fixed		Fixed an issue with the Fuel Central/Accounts Payable form missing credit card batch.
Fixed		Fixed an issue with duplicate entries when posting payments in account payable.

Edi shift parser

New		New Straub EDI shift parser created.
Changed		Added the ability to parse the fuel tax exemptions. Data Entry > Verifone Ruby/Sapphire > Use Tax Exemption
Fixed		Fixed an issue with the numerous unknown items in the Fintech invoices.
Fixed		Fixed an issue with the fuel EDI credits coming in as debits.
Fixed		Fixed an issue occurring when sending the gas invoices to CStoreOffice® via EDI.

Fuel

New		Created two new data types for Fuel Commissions: Gasoline Sales/Commission Agent and Diesel Sales/Commission Agent.
Changed		Improvement made to gasoline inventory by station graph. Color Scheme has been changed for more user-friendly.
Changed		Improvement made to fuel sales. 'Use POP POST Discount' and 'Use POP PRE Discount' options have been activated for the fuel sales.
Fixed		Fixed an issue with the browser crashing or not responding while creating a fuel invoice.
Fixed		Fixed an issue with the incorrect Kerosene inventory data.
Fixed		Fixed an issue with the missing fuel Information occurred during the account copying.

Price Book

New		New 'View Price Book Changes History' option has been added to Cash Register Updates Manager and Price Book Dashboard. With this option you can view, sort, filter and undo the changes to PB.
New		New form for setting the tax rates created at Price Book > Ingredients > Settings > Tax rates.
Fixed		Fixed an issue with Import Items and Price Book Wizard missing the New Menu. Price Book > Import Items/Price Book Wizard
Fixed		Fixed an issue with copying the old promotions. Price Book>Promotions
Fixed		Fixed an issue with filtering within Price Book > Item > Item Management
Fixed		Fixed an issue with the inability to close or minimize the pop-up window for item management while including items to promotion.
Fixed		Fixed an issue with changing the negotiated cost on multiple items at once using the replace function under prices management.
Fixed		Fixed an issue with the items that have a price override from the register do not show the override on shift report in CStoreOffice®.
Fixed		Fixed an issue with the Mix&Match promotions not coming to the register.

reports

Changed		Improvement made to the Trial Balance report. It has been made possible to filter the report by the specific day and by store.
Changed		Improvement made to the Item Sales By Tag report export to Excel. Previously it was necessary to expand the subtotal information manually for all station prior to export it to Excel. Now when exported the data is already expanded. Reports>Store>Item Sales By Tag>Convert to Excel
Changed		Improvement made to the pending invoices display. Currently if the invoice's unit in case is set automatically by the parser, the invoice is highlighted. Reports>Store>Pending Invoices
Fixed		Fixed an issue with the Department Sales report incorrectly displaying Fuel correct as department. Fixed an issue with the Store Sales report with the refund numbers not matching the Nucleus CR tape.
Fixed		Fixed an issue with the GPM comparison report and GPM Explanation report data not matching.
Fixed		Fixed an issue with the Item Sales Comparison report taking too long to load.
Fixed		Fixed an issue with the Account Register report. Filtering by payee wasn't working.
Fixed		Fixed an issue with the over/short amount in the Cash Reconciliation MTD report not matching with the over/short amount under day to day cash reconciliation.
Fixed		Fixed an issue with the missing access to the Payment Monitoring report. Reports > Accounting > Accountant Reports > Payment Monitoring
Fixed		Fixed an issue with the Item Sales Comparison report not working. Reports>Store>Item Sales Comparison
Fixed		Fixed an issue with the Item Sales By Tag report showing non-itemized sales. Reports>Store>Item Sales By Tag
Fixed		Fixed an issue with the AR Buydown report not filtering by category. Reports>Store>AR Buydown report
Fixed		Fixed an issue with the incorrect data in the Store GPM report when filtering by category and by department. Reports>Store>Store GPM

Other

Changed		Improvement has been made to the shift processing process. It has been made possible to reprocess many shifts at once from the shift acceptance log.
Changed		Email alert has been added to the cases when the shift starts pulling through and store looses connection.
Changed		Improvement in the UI. User Settings and Home Page Settings moved under the Admin tab in the settings section in the top-right corner.
Changed		Improvement made to the Mas90 Export report. Line added for sales tax for supplies. Reports>Accounting>Mas90 Export
Changed		Added CRV to inventory ticket items. Data Entry>Inventory>Cycle Count Tickets
Changed		Several minor improvements made to the process of setting up new accounts and stations - General and Cash Register settings have been set to the optimized default values.
Fixed		Fixed an issue with the incorrect data in the merchandise order. Reports>Store>Merchandise Orders
Fixed		Fixed an issue with the merchandise orders failing to generate automatically.
Fixed		Fixed an issue with the QuickBooks synchronization.
Fixed		Fixed an issue with the employee disappearing from the employee list on the payroll report if changing the employment history description at Data Entry> Payroll> Employees>Misty>Employment History>Edit>add note>Save.
Fixed		Fixed an issue with the Advanced option missing from the Edit Employee window.
Fixed		Fixed an issue with the Advanced option missing from the Edit Employee window.
Fixed		Fixed an issue with the MOP mappings showing numbers instead of names.
Fixed		Fixed an issue with the duplicate byudowns.
Fixed		Fixed an issue with the absent operator's comments at Pending Invoice>Operator Comments.

November Release 2014

This is a regular maintenance release in which we addressed the reported issues and customer requests, introduced several new features - new data type, as well as new voucher printing settings, several cash register and various reports improvements, and some other enhancements.

Release Highlights: New CStoreOffice® Menu Design and Structure

Starting 11/05/2014 we are going to introduce a new CStoreOffice® menu, design and structure. You will still be able to go back to the old menu structure by switching between menus. The old menu structure will be available until 01/01/2015.

The next release is planned for December 3. However, some of the improvements and fixes might become available earlier so that all customers could take advantage of the improvements and the ones who requested fixes could have their requests fulfilled.

Accounting

New		New data type 'Payroll Checks' has been created.
Fixed		Fixed an issue with the inventory transfer duplicating after refreshing the page.

Banking

Changed

Improvement made to printing checks. Voucher printing settings have been added.

Cash register

Changed		Improvement made to DC. Cisco ASA router configured and connected with Direct Connect and Sapphire.
Changed		Added an option for Ruby/Sapphire registers to push the Mix, Match, and Mixlink files via the serial port through Rubycom, rather than via the Sapphire Ethernet interface.
Fixed		Fixed an issue with the ATG Setup script not working.

EDI shift Parser

Fixed

Fixed and issue with the PET Dairy EDI's parsing - incorrect category was added.

Data Entry

Changed		Improvement made to Data Entry>Store>Store Purchases>Inventory Transfer. It has been made possible to export the data in PDF.
Fixed		Fixed an issue with switching tabs in the Data Entry section.

Price book

Changed		At customer's request, the lottery deletion within the Price Book Wizard was reversed, the corresponding confirmation message has been added to the deletion process.
Fixed		Fixed an issue with the incorrect data displayed for Price Book>Price Book Manager>Item Updates>Updates QTY.

Reports

Changed		Improvement made to Itemized Inventory By Tags report. Shift # has been added to the report.
Changed		Improvement made to the Trial Balance Report - it has been made possible to filter the report data by station.
Changed		Improvement made to the Loss Prevention report - the 'Total' line has been added.
Changed		Improvement made to the Gasoline Rebate report - the 'Total Amount' line has been added showing total rebate for each station for the selected periods.
Changed		Improvement made to the Item Sales By Tags Report - 'Expand All' button added.
Changed		Improvements made to the General Journal and Account Register reports. Advanced filtering options have been added.
Changed		Improvement made to the Monthly Performance report - all car wash departments are currently included at client's request.
Changed		Improvement made to the Inventory Transfer New report. Additional filtering options have been added.
Fixed		Fixed an issue with the incorrect GPM calculation in the Store GPM report.
Fixed		Fixed an issue with the Shift Statistic report won’t subtotal by Month.
Fixed		Fixed an issue with the Loss Prevention report failing to open a detailed report.
Fixed		Fixed an issue with calendar performance at the Fuel Margin Consolidated report.

Other

New		At customer's request, new account has been created and the users have been moved.
Changed		Fixed an issue with the merchandize order displaying the incorrect data.
Changed		Improvement made to the users' permissions within the Admin Tools. Currently only system users have permissions to delete companies.
Changed		Improvement made to the Store Sales report - the values in the table are currently highlighted in the corresponding colors.
Changed		Improvement made to Reports> Accounting> Royalty Calculator. New mobile coupon type has been added at customer's request.
Changed		Improvements made to the process for setting up new accounts and stations in CStoreOffice®: 1.The time zone is currently set by default to the same time zone configured on the 'Account'; 2. Nucleus Register Type>Direct Connect: LAN subnet mask is set to 255.255.255.224 by default; 3. Nucleus Register Type: NAXML Version is set to 3.3 by default; 4. Advanced: the Track Lottery Cash by Individual MOP option is currently set to OFF by default for all register types (used to be ON for some register types); 5. Advanced: the Use Paidout Control System option is now OFF by default for all register types.
Fixed		Fixed an issue with the Order Setting not working.

October Release 2014

Accounting

Changed		Improvement made to the form for creating the new audit period. It is currently possible to enter the period only using the calendar. Accounting > Audit > Add New.
Fixed		Fixed an issue with absence of the available accounts when trying to print checks.

Data entry

Fixed

Fixed an issue with the total number of tickets by category missing when exporting a pending cycle count ticket into Excel. Data Entry>Inventory>Cycle Count Tickets>Pending Cycle Count tickets.

Price book

Fixed		Fixed an issue with no data displayed in the 'Inactive' field when searching for Price Book items.
Fixed		Fixed an issue with the city of McMurray, in the state of Pennsylvania, absent from the drop down, when trying to set up a new vendor.

reports

Changed		Minor improvement made to Sales History Report. Since it is only possible to view the data for the maximum amount of 5 stations at a time, the corresponding tip is now shown to the user.
Changed		Minor improvement made to the following reports: Itemized Inventory, Inventory Levels, Itemized Inventory By Tags. Cost related columns have been added to these reports.
Changed		Improvement made to the accounting reports - the reports have been regrouped.
Changed		Improvements made to the Sales and Profit Comparison report:1) currently there are no categories to filter by are selected by default; 2) the columns within the report are currently separated more obvious; 3) the column heading alignment has been fixed; 4) the selected periods can currently be expanded leading to the Item Sales by Tags report for the corresponding period.
Fixed		Fixed an issue with printing the Accounting Profit And Loss Report.
Fixed		Fixed an issue with the Sales and profit comparison report not displaying the information properly.
Fixed		Fixed an issue with the individual stores' display at the CR Credit Card Batches Report.

Other

Changed		Improvement made to the procedure of working with invoices. It has been made possible to view all the changes made to the invoice. Reports > Store> Invoices > Select the invoice > Invoice History, or Station Home > Pending Invoices Report > Select the invoice > Invoice History at the bottom.
Changed		Added new option 'Include the Other Card amount into Fuel Deposit' to the station settings at Admin Tools > Station > Misc.
Changed		Minor improvement made to Items Updates page. The selected items currently keep being selected unless the page is reloaded.
Changed		Improvement made to Direct Connect DC301. It has been made possible to back up shift data for all supported registers.
Fixed		Fixed an issue with generating a cycle count ticket.

September Release 2014

This is a regular maintenance release in which we addressed the reported issues and customer requests, introduced several new features - new cash register options for Passport and Sapphire, as well as new Accounts Receivable Open Invoices report and various improvements to existing reports, new EDI parser, and some other enhancements.

The next release is planned for October 8. However, some of the improvements and fixes might become available earlier so that all customers could take advantage of the improvements and the ones who requested fixes could have their requests fulfilled.

Cash register

New		Added an option to calculate net sales in department sales for Passport CR.
New		Added new Sapphire CR setting 'Allow Paid Out Parsing'.
Changed		Improvement made to the Items Updates Manager page: currently the item categories are filtered by category ID and correspond to the Price Book setup.

Data entry

Changed

Added MOP for EFT under Cash Reconciliation>Expenses and under Merchandise Purchases. In this relation added 2 new data types - Store Purchases EFT and Store Purchases EFT by Category.

EDI invoice parser

Changed		Added customer information in the house account details from MWS Smartdesq.
Fixed		Fixed an issue with parsing Star Fuels fuel EDI invoices.
Fixed		Fixed an issue with using the 'Use Unit in Case From Invoices' option for parsing the Hackney invoices.

other

Changed		Improvement made to the Item Sales by Tags report. It has been made possible to export data to Excel.
Changed		Improvement made to the Customers tab. A submenu has been added.
Fixed		Fixed a minor spelling issue under the General tab of the Station options.
Fixed		Fixed an issue with publishing the news on the account home page.
Fixed		Fixed an issue with updating Price Book in hand held.
Fixed		Fixed an issue with saving the login and password when creating a new account in CStoreOffice®.
Fixed		Fixed an issue with the Credit sales data calculation.

Price book

Fixed		Fixed an issue with the Price each mix and combo type of promotions.
Fixed		Fixed an issue with accessing the child stations once obtaining access to the parent station.
Fixed		Fixed an issue with editing and saving Promo Group or any other item description with an apostrophe in it.
Fixed		Fixed an issue with selecting all stations in bulk and accepting item updates.
Fixed		Fixed an issue with the incorrect price change.

Reports

New		Created new ` Accounts Receivable Open Invoices ` report.
Changed		Improvement made to the Money Order Sales Report. Added an option to filter by station on the account level.
Changed		Improved performance of the Shift report. It currently takes less time to load it.
Changed		Improvement made to the Fuel Margins Consolidated report. It has been made possible to subtotal the results by division.
Fixed		Fixed an issue with Store Level Profit & Loss report and Account Level Profit & Loss report numbers not matching.
Fixed		Fixed an issue with the Pending Consolidated Invoices report occurring after using the 'Shrink All' option.
Fixed		Fixed an issue with the Buydowns report occurring when filtering the results by vendors.
Fixed		Fixed an issue with users seeing data for all stations instead of the ones they have permissions to see in the Reports>Accounting>Reconcile Deposits.
Fixed		Fixed an issue with the Sales Summary Report occurring when trying to select the last month for the period.
Fixed		Fixed an issue with the Item Sales By Tag report missing the 'Size' data.
Fixed		Fixed an issue with the Item Groups Reconciliation report missing data.
Fixed		Fixed an issue with an error occurring with the Accounting Profit and Loss Report fro the specific store.

August Release 2014

This is a regular maintenance release in which we addressed the reported issues and customer requests, introduced several new features - new Price Book 'Find and Replace' tool option, several new accounting data types, new EDI parser, as well as several improvements to reports, EDI parsers and some other enhancements.

The next release is planned for September 3. However, some of the improvements and fixes might become available earlier so that all customers could take advantage of the improvements and the ones who requested fixes could have their requests fulfilled.

Accounting

New		New data types have been added to the transaction assignments - Fuel Inv. Beginning/Ethanol Free Premium and Fuel Inv. Ending/Ethanol Free Premium.
Fixed		Fixed an issue with removing a transaction using the Data Converter tool.
Fixed		Fixed an issue with Cash Register Short/Over duplicating in the account register.
Fixed		Fixed an issue with the Balance Sheet results mismatching with the Account Register.
Fixed		Fixed an issue with the incorrect transactions displayed for the Accounts Receivable.
Fixed		Fixed an issue with the absence of the accounts for the users that have permissions to view them on the Account Register tab.
Fixed		Fixed an issue with the house accounts entries duplicating in IE 11.
Fixed		Fixed an issue with the incorrect opening balace in the Account Register.

Data entry

Changed		Improvement made to Data Entry>Lottery>Count. Currently the 'Loading Data' message appears during the operations that might take some time - changing the shift number and changing the data on the form - in order to prevent users from taking the other actions during this process.
Fixed		Fixed an issue with entering items to the Spoilage section.
Fixed		Fixed an issue with duplicate expenses entries.
Fixed		Fixed an issue with the deleted invoice still displayed under the Accounts Payable tab.

Edi invoice parser

New		New EDI parser for Blue Bell created.
Changed		Updated the EDI parser for Coca Cola.
Changed		Improved the EDI parser for Pepsi.
Fixed		Fixed an issue with the 'Use Unit in Case from invoices' option' not working when parsing the Hackney EDI's.

Price Book

New		New option - Undefined - has been added to the Replace list of the 'Find-Replace' tool in Price Book. It is currently possible to remove items from the Price Group or Promo Group in bulk.
New		New vendor has been added to the Price Book at client's request.
Changed		Price Book vendors' information has been expanded with the ZIP codes for Rosemont, IL and Blue Island, IL.
Fixed		Fixed an issue with Price Book item updates not working.
Fixed		Fixed an issue with creating a new promotion using the name of the previously existing promotion.
Fixed		Fixed an issue with the Last date of sale filter not working for the Price Book items.
Fixed		Fixed an issue with the Gasoline Sales/Purchases report displaying the unnecessary data from the Diesel/Kerosene report.
Fixed		Fixed an issue with uploading the Price Book shark file containing non UTF8 entities.

Reports

Changed		Improvement made to the Fuel Price Management feature. A notice has been added informing that it is necessary to initialize the fuel at the register (Ruby/Sapphire) after the price change.
Changed		Improvement made to the Reported Items report - several new buttons have been added into the Actions column. Reports>PB>Reported Items.
Changed		At client's request, one of their reports has been unlocked for the users with the Manager's permissions.
Changed		Improvement made to the Daily Fuel Sales Comparison report - more advanced filtering options have been added.
Fixed		Fixed the alignment issue with the Loss Prevention Report.
Fixed		Fixed an issue with the incorrect total Net Profit for the COGS for IMOA report.
Fixed		Fixed an issue with the quarterly filtering (filter uses 4 months instead of 3) for the Daily Sales Comparison report.
Fixed		Fixed an issue with the incorrect On Hand column data in the Itemized Inventory by Tags report.
Fixed		Fixed an issue with the GPM value empty on the Best Sellers Report by Sales report.

Store

Fixed

Fixed an issue with printing UPC shelf tags instead of EAN shelf tags.

Other

Fixed

Fixed an issue with replying to the comments left by operators for the pending invoices.

July Release 2014

This is a regular maintenance release in which we addressed the reported issues and customer requests, introduced several new features - new accounting data types, new item group reconciliation by tags option, new accounting report and new EDI parser, as well as several improvements to existing reports, FTP invoice transfer processes and some other enhancements.

The next release is planned for August 6. However, some of the improvements and fixes might become available earlier so that all customers could take advantage of the improvements and the ones who requested fixes could have their requests fulfilled.

accounting

New		New data types - 'Fuel Inv. Beginning/Super' and 'Fuel Inv. Ending/Super'- added to the transaction assignments.
Changed		Improvements made to the Chart of Accounts Changes History report. Several minor UI improvements made, more filtering options added to this report.
Fixed		Fixed an issue with the ending inventory for the store for each month not matching to the beginning store inventory for the next month.

Banking

Fixed

Fixed an issue with incorrect total calculation for the itemized accounts for Banking>Write Checks.

Data entry

New		Created new option so that user can do item group reconciliation by tags (Data entry>Inventory>Items Setup).
Fixed		Fixed an issue with entering the new lottery games.
Fixed		Fixed an issue with the incorrect shift number occurring after saving the cycle count ticket.
Fixed		Fixed an issue with the incorrect tax calculation when entering the fuel invoice.

Price Book

Changed		Several minor improvements made to the reimbursement related section of the promotion form: 'Purchases' renamed to 'Purchased', all the required fields highlighted in pink.
Changed		Improvement made to the PriceBook/ Vendors form. 'Show Inactive Vendors' option has been renamed into 'Show All Vendors'.
Changed		Improvement made to the Promotion report. New advanced filtering option 'Subtotal by' have been added.
Fixed		Fixed an issue with opening the specific invoice.
Fixed		Fixed an issue with accepting the pending invoices.
Fixed		Fixed an issue with saving new promotion with name of the promotion ended in the past.
Fixed		Fixed an issue with printing the EAN shelf tags.
Fixed		Fixed an issue with permissions when working with Promo Groups.

Edi invoice parser

New		Created a new EDI parser for Suzia Dairy.
Changed		Improvement made to the FTP invoices sending. It is currently possible to select the way to display the invoice item quantity - packs or items in case.
Changed		Improvement made to merchandize orders FTP transfer - order ID is currently added to the order file name.
Changed		Pulled the house charge (open account) transactions into CStoreOffice® from MWS Smartdesq at client's request.
Fixed		Fixed an issue with the Star Fuels EDI parser.
Fixed		Fixed an issue with parsing the EDI invoices for some stations with the leading zero un the station numbers.
Fixed		Fixed an issue with parsing the first invoice in the file.
Fixed		Fixed an issue with the absent car department parsing.
Fixed		Fixed the station number for the Farner EDI parser.
Fixed		Fixed an issue with archiving the accepted shifts.

Reports

New		Created a new QB Synchronization History accounting report for viewing the QuickBooks synchronization information for the selected company and time period.
Changed		Improvement made to the Profit Contribution report. One more filtering option 'Subtotal by Division' has been added.
Changed		Improvement made to the Daily Sales for Account Groups report. Gasoline Sales and Fuel Sales currently come separately in the report.
Changed		Improvement made to the Physical Inventories Results by Category reports. Explanations on the report interpretation have been added.
Changed		Improvement made to the Reports>Store>Invoices report. It has been made possible to view the invoice items category details.
Changed		Improvement made to the Cash Reconciliation by Pump Attendant report - inside sales are currently calculated for each manager per shift.
Changed		At client's request added the following reports to the list of Accounting reports (Export section): Cash Reconciliation, Credit Card Details,CR Credit Batches, Price Change Report by Item Tags, Expense report.
Changed		Improvement made to the Daily Sales Comparison report - more filtering options have been added.
Fixed		Fixed an issue with the fuel mapping for the Gasoline Prices Management report.
Fixed		Fixed an issue with printing the Cash Reconciliation Consolidated report.
Fixed		Fixed an issue with the section with the incorrect item category displayed in the Reports>Store>Invoices report.

Other

Changed		Improvement made to Navigator>Getting started for single store>Price Book setup. The section has been restructured.
Changed		Improvement made to the KPI Bar Graph. Diesel and Dyed-Diesel products used to be displayed in the same color (black), currently the different colors are used.
Fixed		Fixed an issue with changing the gas prices - prices coming into gasoline price management were not correct.
Fixed		Fixed an issue with archiving the accepted shifts.

June Release 2014

This is a regular maintenance release in which we addressed the reported issues and customer requests, introduced several new features - new reports, as well as new section on the invoice form and new EDI setting, and several new EDI parsers, and some other enhancements.

The next release is planned for July 9. However, some of the improvements and fixes might become available earlier so that all customers could take advantage of the improvements and the ones who requested fixes could have their requests fulfilled.

Accounting

Changed		Improvement made to the accounting module. Users can now create transactions between accounts with A/R or A/P types on both ends on condition the account is in the QB-compatible mode.
Changed		Improvement made to the accounting forms - for the consistency purposes all the relevant fields (Spend, Receive, Deposit, Payment etc.) have been renamed into Debit and Credit.
Fixed		Fixed and issue with the 'Reconcile all' button not working.
Fixed		Fixed a minor issue with the absent check marks when performing the accounting audit.
Fixed		Fixed an issue with cash over/short not pulling into the Account Register.

Cash register

Changed		Removed check digits from item updates for the Bulloch CR.
Changed		Pulled House Charge (Open Account) transactions into CStoreOffice® from the Smartdesq CR.
Fixed		Fixed a minor issue with item updates being marked in red.
Fixed		Fixed an issue with removing the mix&match updates from the Passport CR.
Fixed		Fixed an issue with the handheld scanner changing the CR name to the first 12 characters of the the item description.

Edi invoice parser

New		New option to use the unit in case directly from the invoices instead of the Price Book, which increases the data accuracy.
New		Created new EDI parser for Grocer Supply.
New		Created new EDI parser for Pet Milk.
New		Created new EDI parser for Redbull.
Fixed		Fixed an issue with Hackney invoices not parsing.
Fixed		Fixed and issue with the shippers calculation for the Farner Bocken EDI parser.
Fixed		Fixed an issue with the automatic reports missing from the PDF attachments.

Fuel

Changed		Improvement made to the fuel BOL functionality. It has been made possible to enter the Latin symbols in the invoice number as well as numeric symbols.
Fixed		Fixed an issue with the fuel loyalty not added into sales but mapped into MOP causing the incorrect data.

Price book

Changed		Improvement made to Price Book > Items > Price Managemet. New filtering option - GPM - has been added.
Changed		Improvement made to the Price Book vendor addresses - several new addresses have been added.
Fixed		Fixed an issue with the advanced search on the Invoice form.
Fixed		Fixed an issue with deleting the duplicate Price Book item.
Fixed		Fixed an issue with searching for vendor by number.

Reports

New		New custom report has been created at the clients request. The report is only available for the account that requested it.
New		New QB Synchronization History report has been added to Reports>Accounting>Export.
Changed		Improvement made to the Competitors History Report. Report can be currently accessed from Reports>Gasoline. Report's layout has been changed for more comfortable interpretation of the report's results.
Changed		Improvement made to the Monthly Sales Projection report. SIR Over/shorts for Regular, Plus, Premium & Diesel are now displayed as one number combined.
Changed		Improvement made to the Profit and Loss report. The results are currently broken down by sub-accounts as well as the accounts.
Changed		Improvement made to the Sales Summary report. New 'Error corrections' line, the same as on the Shift report, has been added to the report to be able to review the total for error corrects made over days, weeks, months etc.
Changed		Improvement made to the Fuel Daily Sales Comparison Report - more filtering options have been added to be able to compare weekly, monthly, quarterly and yearly comparisons.
Changed		Improvement made to the Gasoline Purchases and Kerosene/Diesel Purchases reports. It is currently possible to switch between the reports quickly using the advanced fuel type filter.
Fixed		Fixed an issue with the incorrect date format for the Mass 90 report export.
Fixed		Fixed an issue with saving the Payroll report in the PDF format.
Fixed		Fixed an issue with the beginning inventory GPM does not match between P&L and GPM Explanation reports.
Fixed		Fixed an issue with the Sales and Profit Comparison report showing this years sales as last years sales.
Fixed		Fixed an issue with the cash purchases not showing up in the General Journal Report.
Fixed		Fixed an issue with the items excluded from inventory still showing up on the report.
Fixed		Fixed an issue with the MOP Sales Consolidated Report not showing total by credit card and debit card, only fuel loyalty.

Other

New		New Other Charges section has been added to Data Entry>Store>Invoice.
Changed		Improvements made to Navigator > Getting started for single store > Price Book setup. The section has been modified with the improved workflow.
Changed		Improvement has been made to the lottery UI. 'Game #' column has been added to the Purchases and Sales and Inventory tabs to facilitate the inventory procedure.
Changed		Improvement made to the account management logic. It has been made impossible for users to change the account's name by themselves. Currently it can be done via the request to Customer Support.
Changed		Improved the usability of editing the employee's settings. The preloader is currently used to show that the information is being processed while the rest of the buttons are disabled during this process.
Fixed		Fixed an issue with entering the full UPC (with the check digit) in the Store tab.
Fixed		Fixed an issue with accidental applying CR changes to all locations instead of one.
Fixed		Fixed an issue with the inventory ticket being assigned to the incorrect shift.
Fixed		Fixed an issue with the new lottery item automatically being added to the wrong station.

May Release 2014

This is a regular maintenance release in which we addressed the reported issues and customer requests, introduced several new features - 2 new accounting and 1 lottery report, as well as new fuel data types and fuel allowance settings, and several new EDI parsers, and some other enhancements.

The next release is planned for June 11. However, some of the improvements and fixes might become available earlier so that all customers could take advantage of the improvements and the ones who requested fixes could have their requests fulfilled.

Accounting

New		Created new Chart of Accounts Changes History report with which you can view the log of changes to the chart of accounts.
Changed		Improvement made to the accounting functionality - the accounting sub-menus (Chart of Accounts, Accounts Payable, Accounts Receivable, Account Register, Audit) are currently displayed in case the user has the corresponding permissions to use them.
Fixed		Fixed an issue with the Accounting tab not working for the users with the incomplete account setup.
Fixed		Fixed an issue with clearing credit cards from account receivable. Status bar has been added to track the progress.
Fixed		Fixed an issue with the invoice transactions going to the wrong account.
Fixed		Fixed an issue with adding new stations to the account.

Banking

Fixed

Fixed an issue with the incorrect display of the PDF version of the printed check.

Data entry

New		New data types have been added at customer's request for each type of fuel.
Fixed		Fixed an issue with the taxes not populating automatically on the fuel invoice form.

Edi invoice parser

New		Created new EDI parser for B&G Supply.
New		Created new Community Coffee Company EDI invoice parser.
New		Created new Grummer Wholsale EDI invoice parser.
Changed		Improved the internal logic of the McConnell EDI parser.
Fixed		Fixed the mapping for Harbor Wholesale EDI invoices.
Fixed		Fixed an issue with the incorrect unit in case for the Harrison EDI parser.
Fixed		Fixed an issue with parsing items with the zero UPC value.

Cash register

Changed		Improved cash register item updates procedure - the items are currently updated on the CR in case the item description changes.
Fixed		Fixed the saving deal configuration on the Sapphire Cash Register form.
Fixed		Fixed an issue with the connection error on Ruby CR.
Fixed		Added CRV linked items for the pricemodifiers in updates for the Nucleus CR.

Fuel

Changed

Improvement made to the fuel functionality. It has been made possible to delete the fuel tank type.

Price Book

Changed		Improvement made to the Price Book vendors deactivation logic. Instead of the complete deletion they are currently deactivated and can be reactivated if necessary.
Changed		Improvement made to the Price Book>Item Updates. It has been made possible to select all stations at a time using the new Select All button.
Fixed		Fixed an issue with searching for the Price Book items containing the apostrophe sign.
Fixed		Fixed an issue with the MS transfer invoices not showing the station name.

Reports

New		New Statement of a Cash Flow report added to accounting reports.
New		New Lottery Sales Increase report added to Reports > Lottery > Lottery Sales Increase.
Changed		Improvement made to the Daily Goodway Sales Report. The users can currently can see sales breakdown by various parameters at their choice.
Changed		Improvement made to the Store Inventory Levels Report. The users can currently filter the results by stations.
Changed		Added several new filtering options to the List of Promotions report.
Changed		Improvement made to the Profit and Loss Report - added totals of the parent accounts.
Changed		Improved PDF version of the List of Departments report - each category is currently exported to the separate sheet.
Changed		Improvement made to the item updates process. Added the ability to select/deselect all stations on the item updates form.
Changed		Improvement made to PB>Items> Recipe tab. "No image" placeholder is currently displayed in the Recipe tab for the ingredients without image.
Fixed		Fixed an issue with the unnecessary number appearing on the column heading of the Accounting Operating Profit Estimates report.
Fixed		Fixed an issue with the Item Maintenance tool not working.
Fixed		Fixed a minor spelling issue on the Profit and Loss report.
Fixed		Fixed an issue with the missing station name on the MA transfer invoices.

Other

New		New ability to scan the shifts in the Docs Scanner has been added.
New		New diesel allowance settings added to Admin Tools > Stations > Edit > Fuel Allowance > Diesel Allowance.
New		Created new page to be displayed for the blocked accounts.
Fixed		Fixed an issue with the Docs Scanner appearing due to the incorrect symbols in the file name.
Fixed		Fixed an issue with excluding departments from sales using Nucleus shift parser.
Fixed		Fixed an issue with saving the station account numbers.

April Release 2014

This is a regular maintenance release in which we addressed the reported issues and customer requests, introduced several new features - new accounting data types and two new reports (Trial Balance and Cash Reconciliation by Pump Attendant), two new EDI parsers, and some other enhancements.

Accounting

New		Created new accounting data type Store Purchase Taxes.
New		Created new accounting data type Fuel Sales Taxes.
New		Created new data type for Short/Over on the cash reconciliation page at customer's request.
Fixed		Fixed an issue with editing the pending invoices.
Fixed		Fixed an issue with the House Accounts transactions that have sales tax.
Fixed		Fixed an issue with the Balance Sheet report calculating the total incorrectly.
Fixed		Fixed an issue with paying for the items in Accounts Receivable.
Fixed		Fixed an issue with the missing taxes on the fuel invoices.
Fixed		Fixed an issue with the House Accounts going blank.

banking

Fixed

Fixed an issue with saving the account payable information of the recently created transaction.

Cash register

Changed		Improved promotion updates export for Comdata Smartdesq CR, changed format.
Changed		Added a new promotion update configuration option (deal) for the Sapphire cash registers.

EDI Invoice Parser

New		Created new EDI Parser for RenFro Supply.
New		Created new EDI Parser for Pepsi (SFTP).
Changed		Improved the way the Phillips invoices are parsed - the invoice date is currently used instead of the shipping date.
Changed		Added PLU processing in Comdata Smartdesq shifts parser.
Changed		Changed the tax ID for the JL Gaddy vendor.
Changed		Changed the tax ID for the Henry's Foods Inc vendor and checked the parsing.
Fixed		Fixed the issue with the item sales refund processing when parsing the shifts from Passport CR.
Fixed		Fixed an issue with the PFG EDI credit invoices coming in as a bill not a credit.
Fixed		Fixed an issue with the Ben E. Keit invoices parsing.
Fixed		Fixed an issue with the missing item cost on the EDI invoices.
Fixed		Fixed fuel inventory data parsing from ATG with incorrect inventory date.

Reports

New		Created new Trial Balance report in which the balances of all ledgers are compiled into debit and credit columns.
New		Created new custom report to reconcile the attendants - Cash Reconciliation by Pump Attendant.
Fixed		Fixed an issue with the Account Register report being blank. Reports>Accounting>Operating Profit Estimates (Profit & Loss)> Expenses.
Fixed		Fixed an issue with the Cash Reconciliation Consolidated report displaying the incorrect over and short data.

Other

Changed		Several minor improvements made to the process for setting up new accounts and stations in CStoreOffice®.
Changed		Improved security of the Direct Connect SSH access. A secure password is currently generated and changed every 3 months.
Changed		Added the ability to download the Bulloch shifts from the POS Connector Service.
Fixed		Moved all sales and Price Book data from an old account to the new account.
Fixed		Fixed an issue with the tank reading alerts emailed according to the incorrect schedule.
Fixed		Fixed an issue with the Shift report automatically moving to the bottom of the page.
Fixed		Fixed an issue with the system account highlighting in the Jump to account list.
Fixed		Fixed an issue with the same invoice price change email being sent two times.

March Release 2014

This is a regular maintenance release in which we addressed the reported issues and customer requests, introduced several new accounting features, EDI parsers and improvements to the Banking and the Price Book functionalities, and some other enhancements.

Accounting

New		Created new Accounting DataType `CustomerSales` which were added to setup the transaction assignment for customers invoices. Company and Class selectors added to Invoice form to bind invoice transaction to exact Accounting Class.
New		Created new Accounting Data Types that provide an ability to create separate transactions for each category of the store invoices.
Changed		At customer's request it has been made possible to enter a service only fuel invoice with only the Other Charges field populated.
Changed		Created an ability to limit the manager's access to the Account Register.
Changed		Added the new ability to import the data from charts of accounts into the XLS file.
Changed		Improvement made the filtering logic of the Account Payable form.
Fixed		Fixed an issue with editing the pending invoices.

Banking

Changed		Created the auto-completion for the Write Check form.
Changed		Improvement made to the Banking functionality. "Available on Write Check" checkbox has been added for Bank accounts on Setup Account Form to be able to manage the access for different users. By default the checkbox is checked. Only the accounts with this checkbox selected are visible on the Write Check Form.
Fixed		Fixed an issue with saving a check number entered via the Accounts Payable tab.
Fixed		Fixed an issue with the check numbers failed to be displayed in the account register.

EDI Invoice Parser

New		New Ben E Keith EDI parser created.
New		New Economical Wholesale EDI parser created.
New		New Star Fuel EDI parser created.
Fixed		Fixed an issue with the case quantity that occurred when converting order into invoice.
Fixed		Fixed an issue with the correct shifts removing while trying to remove the shifts with the close date set for some future date.

Reports

Changed		Improvement made to the General Journal Report. It is currently possible to export the report data in the XLS format.
Fixed		Fixed an issue with printing the House Accounts report.
Fixed		Fixed an issue with the Items Purchases Report not displaying purchases but only sales.

Other

New		Improved procedure of viewing the release and pre-release notes. Currently it is possible to have a quick one-click access to release notes by clicking the corresponding announcement.
Changed		Improvement made to accounting logic. Application currently works with classes instead of stations. Classes are auto-created when the new station is created, and the class name is modified when the station name is modified.
Changed		Improvement made to the DC Connection Monitoring report. New Ignore DC Monitoring option allows to exclude some stations from this report.
Changed		Improvement made to the Price Book forms. If the 'Hide CMA stations for Pricebook forms' option is selected for the station in the Account Setup form, these commission Agent stations are not displayed on the following forms: PB > Items > Price Management; PB > Items > View Item > webparts: Cost, Sales&Retail, Inventory; PB > Price Groups > Price Management.
Fixed		Fixed an issue with using the incorrect unit case for the items from the EDI invoices.
Fixed		Fixed an issue with deleting the recently uploaded file from the Docs Explorer.
Fixed		Fixed an issue with emails containing ATG readings displaying the old readings.
Fixed		Fixed an issue with the incorrect mapping of the House Accounts and the coupons.
Fixed		Fixed an issue with absence of the station name when filtering by multiple stations.
Fixed		Fixed an issue with the duplicate A/R entries moved into QB from CStoreOffice®.

February Release 2014

ACCOUNTING

Fixed

Fixed an issue with the fuel taxes & services doubled on the Accounts Payable.

Cash Register

New

Added new station configuration for Passport - "Send full item description in update" to be able to send item descriptions to register instead of CR receipt description.

Data Entry

Fixed

Fixed an issue with the lottery cash data missing from the accounting section.

EDI Invoice Parser

New		Set up new Huntsville Wholesale EDI parser.
New		Set up new fuel EDI vendor Star Fuel.
New		Set up PFG Vendor for FTP EDI Invoicing.
Fixed		Fixed an issue with the Borden Dairy parsing.
Fixed		Fixed an issue with the Gem State EDI parser.
Fixed		Fixed an issue with the McAneny EDI parser.

Reports

Changed		Improvement made to the Projection report. The different types of gas in the report are currently displayed in different colors.
Changed		Improvements made to the Itemized Refunds Report by Station: new "Manual Refunds" column added, "Refunds" column renamed into "Register Refunds", “Avg daily customer count” column made smaller to fit the new column.
Changed		Fixed and issue with the current changes display unless the date if changed for the next day. Reports > PB > Set up and maintenance > CRV Items Log. Additionally, the ItemInfoGraph linked removed from the Excel version.
Fixed		Fixed an issue with the missing Check Line on the Sales Summary Report.
Fixed		Fixed and issue with the best sellers report showing not accurate data. Reports > PB >Best Sellers.

Other

New		Added the "Ignore All Errors button" on QB Sync Manager.
New		New Role Management permission added in the form of an additional option under Roles Management titled "User is allowed to change sales data in item group reconciliation". The option is locked by default.
Changed		Improvement made in the user redirection process. Previously when following the link and authorizing, the user was redirected to the home page. Currently the user is redirected to the referenced page.
Fixed		Fixed an issue with missing MOP's on SmartDesq shifts.
Fixed		Fixed an issue with the CNG fuel product editing and saving changes in CStoreOffice®.
Fixed		Fixed an issue with assigning paid outs to invoices.

January Release 2014

This is a regular maintenance release in which we addressed the reported issues and customer requests, introduced several new features - new accounting permission for managing the intercompany transactions as well as new section on the fuel invoice form and several new EDI parsers, and some other enhancements.

Accounting

New		Added new permission ` Allow users to manage intercompany transactions to Accounting section of access permissions table to allow exact groups (employees) manage intercompany transactions.
Changed		Changed column order in transaction assignment.
Changed		Created new data type from the customer's MOP so that the customers can create a transaction assignment for this item and then the transactions will move into QB.
Changed		Improved the columns' grouping in Accounting Profit & Loss report. It is currently possible to view the report for the specific periods of time.
Fixed		Improved the columns' grouping in Accounting Profit & Loss report. It is currently possible to view the report for the specific periods of time.
Fixed		Fixed an issue with creating the split transaction.

Edi parser

New		Set up new EDI parser for Premier-Midwest Beverage Co.
New		Set up new EDI parser for Richmond.
New		Set up new EDI parser for Gem.
New		Setup new EDI parser for Borden Dairy Company Vendor.
Fixed		Fixed an issue with the Phillip 66 data parser.

Reports

Fixed		Fixed an issue with the Order Gasoline report on Latrobe BP.
Fixed		Fixed an issue with the information missing from the Sales Summary Report.
Fixed		Fixed an issue with the reports' sorting.
Fixed		Added SIR threshold setting in the options of station to match the Mobil Standard.
Fixed		Fixed an issue with Itemized Inventory by Tags report exporting unit retail for items.

Other

New		Added new "Other charges" section on the fuel invoice form which appears on condition the "Show Other Fuel Charges" option is selected. Data Entry > Fuel > Fuel Invoice.
Changed		Improved the synchronization process of the QB Synch Manager.
Changed		Provided the ability to delete the unnecessary stations (created by mistake, for example).
Fixed		Fixed an issue with the inability to edit Fuel Brand or Products at UST System/Mix & Fuels.
Fixed		Fixed an issue with excluding the cash register department from the store sales.
Fixed		Fixed a minor formatting issue on the Cash reconciliation page.