TRAVERSE Build History

Application	Function	Description
Configurator		The Configurator is a flexible software tool designed to allow for the creation of unique and in-depth bills of material or sales orders based on a series of questions and answers asked of a prospective buyer.
General Ledger (TRAVERSE Standard)	Periodic Allocations	You now have the ability to define and then periodically allocate amounts from a defined pool of source accounts to defined recipient accounts based on a number of allocation methods. See the online help for more information. Note: You must have a license for General Ledger and a Not-For-Profit license to utilize this function.
Inventory (TRAVERSE Global)	Lot Traceability View	The new Lot Traceability View provides forward and backward traceability on a specific item/lot number. The Drill-Up option provides you with the ability to trace raw materials to finished goods, by-product, or move-to-stock subassemblies. The Drill-Down option allows you to trace a lot from finished goods, by-product, or move-to-stock subassembly to raw material. See the online help for more information.
Purchase Order	Reorder Processing	The Default Vendor ID field is now available as a filter in Reorder Processing.
Requirements Planning	Generate Planned Orders	A new business rule has been added that gives you the option to default the Production Order Status. A drop-down control has been added to the Generate Planned Orders screen allowing users to set the status of a release to New, Planned, Firm Planned, or Released. The default will be based on the new Business Rule.
Service Director	Transaction View	The Dispatch Status, Customer ID, Site ID, and Bill To ID fields are now available in the Transaction View. Use the Column Chooser to add these fields to the view.
Sales Order	Open Order Detail View	The Batch Code, Order Acknowledgment Print Status, Packing List Print Status, Invoice Print Status, and Picking Slip Print Status fields are now available in the Open Order Detail View. Use the Column Chooser to add these fields to the view.

Application	Function	Description
Accounts Payable	Void Payments	You now have the option to filter by Payment Number in the Void Payments screen.
Accounts Receivable	Payments View	The Discount and Post Run fields are now part of the Payments View. Use the Column Chooser to add these fields to the view.
Accounts Receivable	Ship-To Addresses	Sales Representative information is now included in the Ship-To entity of TRAVERSE, giving you the ability to implement sales rep/commission functionality at the ship-to ID level.
Inventory (TRAVERSE Global)	Items	TRAVERSE now has an Item Vendor maintenance function that can be used to store inventory item information related to a vendor. See the online help for more information.
Project Costing	Budget Analysis View	A new Budget Analysis view to aid you in reconciling project profitability is now available.
Project Costing	Project Percent Complete View	A new Project Percent Complete view to show the percentage of completion for fixed fee projects based on incurred cost is now available.
Sales Order	Orders	A new business rule has been added that gives you the option to default the minimum sale quantity if an item has a minimum quantity required.
Sales Order	Orders	The customer address information will now auto-populate on the Ship To tab.
Service Director	Print Work Orders	Printed Work Orders will now include the Billing Type and Description, as well as an option to include Bar Codes, when printing work orders.
Service Director	Service Order Entry Work Order Entry	You now have the option to enter transactions directly on the Service Order Entry and the Work Order Entry screens. See the online help for more information.
Service Director	Site Equipment View	You now have the ability to quickly generate a Work Order for a selected pieces of equipment via the Site Equipment maintenance screen and the Site Equipment View. See the online help for more information.
System Manager (TRAVERSE Global)	Payment Services	TRAVERSE now supports the Vantiv credit card authorization service in Point-of-Sale. (Previously implemented in TRAVERSE Standard build 17116)
Warehouse Management (TRAVERSE Global)	Bill of Lading	You can now choose between VICS (GS1 US) format and a Straight Bill of Lading format for the Bill of Lading form.

Application	Function	Description
Accounts Payable	Transactions	The Transaction Type field is now part of the Transaction Number lookup. Use the Column Chooser to add the field to the lookup.
Accounts Receivable	Transactions	The Transaction Type field is now part of the Transaction Number lookup. Use the Column Chooser to add the field to the lookup
General	Interactive Views	You now have the option to "Show Filter Row", increasing ease of use and flexibility when filtering data.
General	Show Company Name	You can now display the company name in the title bar. This user preference makes it easier to know at a glance which company is active.
General	Use Flat Style	Use the user preference "Use Flat Style" to display a 'cleaner' look for the TRAVERSE interface, especially for maintenance and transaction screens.
Payroll	Print Vouchers, Print Checks	You now have the option to mask the SSN when printing checks and vouchers.
System Manager (TRAVERSE Standard)	Payment Services	TRAVERSE now supports the Vantiv credit card authorization service in Point-of-Sale.

Application	Function	Description
Purchase Order (TRAVERSE Standard)	Transactions	You now have the ability to enter a deposit or prepayment before receiving an invoice using a new Deposit button on the toolbar in Purchase Order Transactions. You can then post these payments to a new general ledger account that has been added to Accounts Payable Distribution Codes. See the online help for more information.
Purchase Order	Order View	You can now find PO Requests in the Order View and the Order LC view.
System Manager	Manage Document Delivery	You now have the ability to configure unique delivery settings for each form and an optional staging of documents for manual review before delivery. See the online help for more information.

Application	Function	Description
Purchase Order	Receive Invoices	To help you manage an order having multiple partial receipts and invoices, you can now remove the Received Quantity values using the Clear button.
Sales Order	Print Packing Lists	You now have the option to print a logo on the Packing List.
Service Director	Print Service Orders	You now have the option to include Warranty information when printing service orders.
Service Director	Transactions	You can now view Parts and Labor details using a new Task Pane on the Transactions screen.
Service Director	Other	You now have the ability to further define and manage your Order Dispatches using the new Activity Status. You can define your own list of statuses that can then be filtered, grouped, and sorted in the applicable views and reports. See the online help for more information.
Service Director	Work Order Entry	You can now enter a priority for a dispatch entry on the Dispatch tab.
Service Director	Work Order Entry	The Customer name and Site name now display on the Site Information tab.

Application	Function	Description
MFG - Production	Scheduling View	A new Manufacturing Production Scheduling tool has been added that provides a graphical-based calendar to represent different views of the production process for active production orders and/or their requirements. See the online help for more information.
Service Director	Print Work Orders	You now have the option to include Warranty information when printing work orders.
System Manager	Manage Documents	You now have the ability to manage archived documents, such as invoices, with a new Manage Documents function. This function allows you to reprint, purge, and export documents if you are using the Archive feature.

Application	Function	Description
Inventory (TRAVERSE Global Only)	UOMs	A new business rule has been added that gives you the option to validate inventory units of measure. If you would like them validated, you can use the new UOMs maintenance function to limit new records to this list.
Purchase Order (TRAVERSE Global Only)	Transactions	You are now able to print an online check for PO Deposits. See the online help for more information.

Application	Function	Description
Accounts Payable, Fixed Assets, and Payroll	2017 Compliance Update	State and federal table and formula changes, along with depreciation table updates. See the compliance advisory for additional information.

Application	Function	Description
Inventory	Valuation View	You can now view the current on-hand quantity and valuation of an item as of now, or as of a point in time.
General (TRAVERSE Standard Only)	Documents	New document archiving functionality allows you to archive generated document images to the database, as well as search and retrieve them. When you print documents from history, you will have the option to retrieve the archived copy instead of re-rendering the document from data in history tables. See the online help for more information.

Application	Function	Description
Purchase Order (TRAVERSE Global Only)	Transactions	You can now enter a deposit before invoicing a purchase order. See the online help for more information.

Application	Function	Description
General Ledger	Subsidiary Ledger Audit View	The Subsidiary Ledger Audit View now allows you to compare bank reconciliation account activity to the general ledger account activity.
MFG - Production	Process Requirements View	A new Process Requirements View allows you to see the detailed operation status information for your production orders.
MFG - Production	Material Requirements View	A new Material Requirements View allows you to see the detailed component material status information for your production orders.

Application	Function	Description
Inventory	Items	You are now able to set up multiple locations for a new item in one step.
Point of Sale	Configure	You can now define a color theme for screens, text, and buttons, as well as choose a font class for text in the Point of Sale Terminal function.
Sales Order, Accounts Payable, Accounts Receivable	Recurring Entries	When setting up a new recurring entry, you can copy from an existing entry.
Sales Order	Orders	A new Attention field has been added to the Ship-To tab in the Sales Order function.

Application	Function	Description
Bank Reconciliation	Purged Cleared Transactions	You are now able to print the activity log under purged cleared transactions.
Bank Reconciliation	Register View	A new Register View function has been added to the Reconciliation menu that allows you to view bank account transactions for a specified date range.
Purchase Order	Transactions	An identifier for the source transaction is now shown as a prefix to the transaction number that is added to the Notes field on a purchase order when the order is initiated from Sales Order, Project Costing, Production, or Service Director.

Application	Function	Description
Bank Reconciliation	Auditing	A new business rule allows you to choose to audit bank reconciliation transactions.
Service Director	Dispatch Permissions	You can now set Reopen, Cancel, Complete, Schedule, and History Transactions permissions on Service Order Entry and Work Order Entry dispatches through the System Manager.

Application	Function	Description
Bank Reconciliation	Cleared Transactions	You can now capture, retain, and utilize Bank Account Statement information. The reconciliation processing now allows you to use the statement information for identifying, matching, or providing reference information for cleared transactions. See the online help for more information.
Payroll	Employee Information and Views	You can now see employee names in the header section of the screen when setting up new employees. Their name is also available in the column chooser within the Employee History View, Employee History Withholding View and the Employer History Withholding View.

Application	Function	Description
General	Interactive Views	Most of the interactive views now include a totals bar, making it easier to add analysis values to the data.
General Ledger	Statement Audit View	A new Statement Audit View function that allows you to view any GL accounts not included in the content definition of the selected Statement ID has been added to Management Reports Setup.
Inventory	Item Alias View	A new Item Alias View now allows you to see all items associated with an alias.
MFG-Production	Record Production Activity	A new business rule, Interim Assembly Cost, allows you to define which cost (standard, average, or last) to use when updating inventory for partial completion of a finished assembly, creation of by-products, and the movement to stock for subassemblies. Previously, the only choice for these updates was the standard cost.
System Manager	Payroll Year	When creating a new payroll year, you now have the option to copy terminated employees.

Application	Function	Description
Sales Order	Price Calculator	You are now able to view the unit cost, extended cost, and gross profit margin when using the price calculator, if the AR Display Unit Cost on Line Items business rule is set to Yes.
Sales Order	Returned Items View	You can now use the new Returned Items View to see items that have been returned in Sales Order on either an RMA or Credit Memo. See the online help for more information.

Application	Function	Description
Inventory	Item Price View	You now have a simple Item Price View available for easy visibility of item pricing.
Service Director	Work Order Entry	A customer Task Pane is now available for the Work Order Entry screen.

Application	Function	Description
General Ledger	Update Current Year	You now have the option of updating to a single retained earnings account, or to use the Clear To account as defined for each account.
Inventory	Items	You now have the option to copy the picture when setting up a new inventory item and copying from an existing item.
Inventory	Items	A new business rule allows you to choose to enforce a unique UPC for inventory items/IDs/UOM.
Payroll	Check History View	The Check History View now allows you to add the deductions and withholdings columns to the top level grid, which will display total amounts next to the check number.
Service Director	Work Order Entry	Service Director now posts service activity to linked Project Costing projects, with an option to indicate whether billing should be done in Service Director or Project Costing. See the online help for more information.

Application	Function	Description
System Manager	Business Rules	A new business rule allows you to choose to load all payroll employees in the employee information screen upon first entering the screen.
Design Studio	Screen Layout	The Vendor Information screen has been added to allow you to modify the screen layout.
CRM	Dashboards	You can now drill down into specific tasks on the My Tasks dashboard.

Application	Function	Description
General	Interactive Views	To provide more meaningful information when summed, quantity values now reflect the transaction type on the following views: AP Transaction View, AP Summary History View, AR Transaction View, AR Transaction History View, BM Work Order View, IN Detail History View, IN Serial History View, PS Activity View, PS Daily Sales View, PS Performance View, PS Order History View, PO Order View, PO Order LC View, PO Goods Not Received View, SO Order View, SO Open Order Detail View. NOTE: If you used Design Studio to replace any view definitions, you will not see this feature on the customized views unless you use Design Studio to change them.
General		When you enable lookup controls in Views and Reports, you can now utilize all filtering options in those controls.
Point of Sale	Payments	You can now use signature capture functionality for payment services from OpenEdge.
Sales Order	Orders	You can now generate a PO or purchase requisition for kitted components.
Sales Order	Orders	Additional tool tips and click-throughs now allow you to more easily see linked transactions. See the online help for more information.

This release addresses issues reported in TRAVERSE.

Application	Function	Description
General Ledger	Interactive Views	A new Simple Chart of Accounts View that includes data from the Chart of Accounts list is now available.
Sales Order	Orders	When you enter a sales order, a credit hold indicator will now be displayed if the customer is on credit hold.
Point of Sale	Returns	You can now define reason codes in a maintenance function, and select from those codes when entering return transactions. Transaction reason codes will also appear in reports and history.
Payroll	Employee Information View	You can now filter by employee Status.

Application	Function	Description
Accounts Payable and Payroll	2016 Compliance Update	State and federal table and formula changes. See the compliance advisory for additional information.
System Manager	Audit Explorer	The system audit now includes Fixed Assets.

This release addresses issues reported in TRAVERSE.

Application	Function	Description
General Ledger	Trial Balance	You can now filter the Trial Balance Report by fiscal range, which allows you to report across multiple periods and years.
General Ledger	Audit Trial Balance	You can now filter the Audit Trial Balance Report by fiscal range, which allows you to report across multiple periods and years.
Manufacturing - Production	Record Production Activity	You can now print the Order Status Report from the Record Production Activity screen.
Manufacturing - Production	Production Orders	You can now print the Production Picking List and the Order Traveler documents via an online print button on the Production Orders toolbar.
Manufacturing - Production	Order Status Report	Production yield and other analysis values are now included in the Process section of the Order Status Report.
Payroll	Payroll Transactions	You now have the option to define tax groups with multiple local taxing jurisdictions, and reference the group on a payroll transaction.
Payroll	Post Transactions	The Post Transactions function now includes a cutoff date to allow you to better manage expense allocations to different periods.
Design Studio	Custom Fields	A new Refresh Views function, available in the Custom fields and the Assign Custom Fields functions, gives you the ability to refresh the custom field views after making changes to the custom field definitions.

Application	Function	Description
Payroll	Health Care Maintenance	You are now able to enter HR health care information that you can export to the Enhanced Payroll Tax Reporting application to produce forms for ACA reporting.

Application	Function	Description
Accounts Receivable	Transactions	The customer credit limit warning now has an optional password override. This is applicable to all functions that use the credit limit warning.
Bank Reconciliation	Bank Accounts	You can now, for each bank account, define default formats for AP and Payroll ACH files.
Inventory Interactive Views	Item Availability View	The grids now include totals, providing you with a quick view of total availability across all locations.
Purchase Order	Requisitions	You can now initiate a location transfer as an alternative to a purchase order if stock is available in another location.

Application	Function	Description
Payroll Codes Maintenance	Earning Codes	The W-2 Code/Description field now has 8 characters to better accommodate W-2 form box 14 reporting.
Manufacturing - Production	Production Orders	You now have the option to allow manual definition of production order numbers (as opposed to system-assigned numbers).
General	Form Numbers	The Form Numbers functions have been added to the Audit Data options.
Purchase Order	Shipping Terms	A new function allows you to define shipping terms beyond the standard "FOB" prompt.

Application	Function	Description
General Ledger	Transactions	You can now, via a new business rule, require a comment to be entered for manual GL transactions.
Point of Sale	Receipt	You now have the option to prompt the user whether to print a receipt or an invoice for each POS transaction.
Purchase Order Interactive Views	Order View	A variation of the Order View that includes the landed cost detail is now available. The landed cost detail information is presented in a child grid.
Accounts Receivable	Transaction Import	The transaction import definition now supports prepayment information.
Accounts Receivable	Customer Task Pane	The default task pane for the Customers function now includes a link to CRM data.
General	Batch Codes	You can now choose which batch code will be the default batch code for each function.

Application	Function	Description
Payroll	Time Ticket Accruals	You now have the option to post time ticket expenses to the period when the expense occurred, providing more accurate accounting when pay periods span accounting periods.
CRM	Tasks	The Tasks function now includes a calendar view.
General	Dashboard	Many of the dashboards now support drill-through to appropriate interactive views to help you analyze the information in more detail.
General	Tool Tips	Tool tips are enabled throughout TRAVERSE to help you validate your data entry. Tool tips generally show descriptive information about the field value.
General	Attachments	Attachments can now be embedded directly in the TRAVERSE database in addition to the current support for linking to network file storage repositories.
General	Report and View Filters	You can now enable lookup controls for key fields in the report and view filters by setting a user preference.
General	Global Search	A search engine style search control is now available in the TRAVERSE shell, providing quick access to information with limited data entry.

Application	Function	Description
General Ledger	Statement Layout	Additional source types are now available that will return only the debit entries or only the credit entries for a period.
Service Director	Equipment History View	An Order No link is now available, allowing you to drill into a view of the work order or service order information.
Project Costing	Income Analysis Report	You can now filter the report by fiscal period and year.
Project Costing	Billing Analysis Report	You can now filter the report by fiscal period and year.
Project Costing	Profit Analysis Report	You can now use a fiscal period and year range to filter the report.
Project Costing	Cost Variance Analysis Report	You can now use a fiscal period and year range to filter the report.

Application	Function	Description
Payroll		Payroll is now part of the TRAVERSE Global ERP edition.
Accounts Payable	Purchases Journal	The report now includes the distribution code.
CRM	Contact Access	A new business rule now allows you to choose whether to manually control contact access or use automated filters.
System Manager Company Setup	Business Rules	A new search text box allows you to perform wildcard searches of all existing business rule descriptions.

Application	Function	Description
Point of Sale	Transactions	You can now add a PO number when you enter a transaction.
Point of Sale	Returns	When you enter a return, you can now view the payment method used on the original transaction.
Inventory	Price Breaks	You can now add a description when you set up a price break ID.
CRM	Contacts	A new Access button on the toolbar allows you to choose which of your sales reps have access to an individual contact's information.

Application	Function	Description
Project Costing		Project Costing is now available for the Global ERP edition of TRAVERSE.
Accounts Payable	Select Payables	The Vendor ID field now uses a lookup control instead of a combo box to facilitate searching for vendors.
Accounts Receivable	Payments View	This new view displays payment information from the Cash Receipts table prior to running the Post Cash Receipts function.
MFG – Production	Edit Released Orders	You can now override the standard cost used in each production order when the manufacturing process creates byproducts.
Sales Order	Import Transactions	A new plug-in for the TRAVERSE Integration Engine gives you the ability to map to the sales order transactions tables, allowing you to import transactions into the Sales Order application.

This release addresses issues reported in TRAVERSE.

Application	Function	Description
Bank Reconciliation	Cleared Transactions	You can now select multiple transactions, then use the new Toggle button on the toolbar to mark the Cleared check box for all selected rows.
General Ledger	Activity Report	The Activity Report now offers a new Running Balances option. This will provide a single Activity column, as well as a new Balance column that shows the account balance at the time of each transaction. The report also now shows activity Totals in each period.
Point of Sale	Invoices and Receipts	You can now use the POS Configuration function to configure the POS system to generate receipts, invoices or both. You can also configure the printer setup by using this function.

Application	Function	Description
Service Director	Order View	The Order History Report is now available through the Print button on the toolbar. The Order History Report gives you a comprehensive view of all activity related to a work order.
Sales Order	Customer Pricing	The toolbar now has a new View button that toggles the entry screen between Item and Customer Level views. This facilitates setting up customer pricing for multiple items in a selected customer level.

This release addresses issues reported in TRAVERSE.

This release addresses issues reported in TRAVERSE.

Application	Function	Description
Accounts Payable and Payroll	2015 Compliance Update	State and federal table and formula changes. See the compliance advisory for additional information.

Application	Function	Description
General Ledger	Post to Master	In addition to the current fiscal period and year options, you can now select to post transactions from specific application sources and/or subsidiary post runs via a filter control.
Design Studio	Screen Layout	The following Service Director screens have been added to the Design Studio: Setup and Maintenance: Site Equipment, Service Contracts, Technicians, Work To Do Descriptions, Labor Codes, General Equipment Work Orders: Work Order Entry, Transactions (Detail Mode), Edit Billings Service Orders: Service Order Entry, Transactions (Detail Mode)

Application	Function	Description
Point of Sale	Disconnected Mode	The POS application's Disconnected Mode uses a local database on each sales terminal to retain transactional data. The local terminal databases are synchronized with the POS tables in the TRAVERSE database via a Synchronize function on the terminal. The data in the POS tables is then updated to the main TRAVERSE database via the Active Order Processing function.
Payroll	Employee Utilization Report	This report uses data collected from Payroll processing and includes details of salaried, full-time hourly, and part-time hourly employees. Hours worked by part-time employees are displayed and summed. The associated number of full-time equivalent employees in your company is calculated based on those totals. You can find more information about this report on the Open Systems website.
General Ledger	Transactions	You can now use batch processing for new GL transactions. Set the General Ledger Use Batch Processing business rule to Yes to enable writing GL transactions to the journal in a batch.
Project Costing	Projects	You can now add site information for a project at the project level, providing better control of tax requirements.
Design Studio	Form Layout	New plug-ins allow you to customize the layout of the Payroll W-2 forms.
Design Studio	Form Layout	A new plug-in allows you to customize the layout of the Accounts Payable 1099 forms.

This release addresses issues reported in TRAVERSE.

Application	Function	Description
General	Interactive Views	You can now copy values from individual cells in the view to the clipboard. This allows you to more easily transfer information to other screens or applications.

Application	Function	Description
Point of Sale		This application is designed for use in retail sales environments, and includes functionality to facilitate the rapid transaction processing necessary in a fast-paced retail setting. You can use the Point of Sale terminal application to process sales transactions along with returns and layaways, streamlining the entry and editing of transactional information. The TRAVERSE-based back-office processing allows you greater control of the terminal-based transactions, as well as interactive views and reporting capabilities to give you timely sales and inventory information.

This release addresses issues reported in TRAVERSE.

Application	Function	Description
General	Periodic Processing	The audit logs for the Periodic Processing functions in Accounts Payable, Accounts Receivable, Requirements Planning, Sales Order, and Warehouse Management now include the criteria used when you run the function.
CRM	Manage Tasks	This new function, similar to the existing Tasks function, does not automatically pre-filter for tasks related to the current user, allowing you to more easily manage the tasks of other users.
CRM	Contacts	If the contact is associated with a customer that has activity in a Project Costing Project or Service Director Work Order, you can now open those interactive views directly from links on the task pane for the Contacts function.
General Ledger	Activity Report	You can now select report periods that span multiple fiscal years for more complete reporting.
MFG – Bills of Material	Component Availability View	You can now specify any valid unit of measure for the assembly when inquiring about component availability.
Payroll	Department History Report	The report now shows grand totals on both the summary and detail versions.
Purchase Orders	Transactions	You can now use the PO Transactions function to purchase service items.
Purchase Orders	Transactions	The Item Purchase History display now includes information for open orders that have been received but not completed and posted.

This release addresses issues reported in TRAVERSE.

This release addresses issues reported in TRAVERSE.

Application	Function	Description
System Manager	Forms Printers	The forms printer setup now gives you the ability to directly choose which tray should be used for each copy of the form.

Application	Function	Description
Accounts Receivable	Transaction View	This new view displays information for unposted receivables transactions. It allows you an alternative way to audit the transactions for accuracy besides printing the journals.
Accounts Payable	Transaction View	This new view displays information for unposted payables transactions. It allows you an alternative way to audit the transactions for accuracy besides printing the journals.
Payroll	Transaction View	Use this function to review the accuracy of posted and unposted payroll transactions before you prepare checks.
TRAVERSE	Build History	The Help drop-down menu on the TRAVERSE shell now includes a link to the TRAVERSE Build History, which, along with an internet connection, allows you to easily review enhancements that have been added to the software.

Application	Function	Description
Payroll	Formulas	New formula methods have been added that return month-to-date earnings, deductions, withholdings, and employer costs and taxes. You can use these methods to calculate withholdings based on cumulative (month-to-date) earnings rather than pay-period based earnings.

Application	Function	Description
Purchase Orders	Goods Not Received View	You can use this view to see orders with line items that have not been fully received.
Warehouse Management	In-Transit Valuation Report	This report allows you to see cost information associated with items that have been picked at an originating location but have not been received at the destination location.
General Ledger	Transaction View	You can now drill-down for details on entries created by the Project Costing application.

This release addresses issues reported in TRAVERSE.

Application	Function	Description
Accounts Payable and Payroll	2014 Compliance Update	State and federal table and formula changes. See the compliance advisory for additional information.

Application	Function	Description
Service Director		This application helps you track service work you do on equipment, whether it belongs to your customers, or your own company while incorporating data already present within TRAVERSE. You can use the functions in Service Director to schedule, track, and bill work orders for customer-owned equipment, and schedule and track service orders for your own equipment. Service Director also allows tracking of service contracts and warranties, retains work order history for equipment, and incorporates work-to-do descriptions and a knowledge base for your technicians. Invoice batch processing streamlines your work order billing. New reports and an interactive calendar view gives you more flexibility and control than ever over your service calls.

Application	Function	Description
General Ledger	Change Fiscal Year	You can now open the Change Fiscal Year function (if you have permission to it) by clicking the Fiscal Year label on the footer of the TRAVERSE shell.
Fixed Assets	Asset Maintenance	Two new fields have been added to the Service tab: Order No and Cost.You can make manual entries into these fields using the Asset Maintenance function. If you have Service Director, and the application is interfaced to Fixed Assets, they will be populated from the Service Director for service work performed on assets.
CRM	Tasks	You can now drill-down to related Opportunities, Contacts, and Campaigns in the Tasks function if there are values in those fields.

This release addresses issues reported in TRAVERSE.

Application	Function	Description
Sales Order	Orders	New Business Rules allow you to turn off the Calculated Price and Fiscal Period prompts, as well as the Out of Stock warning messages. TRAVERSE has also been optimized to reduce multiple instances of the same prompt for an order if you have prompting turned on.
Accounts Payable	Print Checks	A new Check Layout option has been added to the Bank Accounts maintenance screen. The Check/Extended stub layout uses the same check layout as the Check/Stub/Stub option, but uses the bottom two-thirds of the page as a single remittance form instead of printing two duplicate stubs.
Design Studio	Screen Layout	The following screens have been added to the Designer: SM Items, SM Employees, PA Employee Information, PA Payroll Information, PC Projects, and PC Transaction Details.

Application	Function	Description
Sales Order	Periodic Maintenance	You can now purge old quotes and RMAs from the Sales Order tables.
Inventory	Lot Number View	You can use the Lot Status field to filter and sort lots in the Interactive View.

Application	Function	Description
Accounts Payable	Posting	A new Business Rule allows you to independently manage the detail level of posting for the AP Post Transactions and Post Checks functions.
Accounts Payable	Cash Flow Report	A secondary filter has been added to the report for the Invoice Distribution Code (the Distribution Code in the primary filter is the one assigned to the vendor).
Accounts Receivable	Cash Flow Report	A secondary filter has been added to the report for the Invoice Distribution Code (the Distribution Code in the primary filter is the one assigned to the customer).
Design Studio	Screen Layout	New plug-ins allow customization of the Payroll Employee Information and Departments screens, as well as the Project Costing Time Ticket Entry Detail screen.
CRM	Bulk Communication	You can now override the default sender’s information each time you send a bulk communication.

Application	Function	Description
Inventory	Inventory Movement Report	You can run the Inventory Movement Report for a range of fiscal periods.
General Ledger	Transactions	There is a new task pane available for the GL transactions functions. The task pane displays the GL account description, class, account type and account segments and descriptions for the GL account on an active grid row.

Application	Function	Description
Accounts Receivable	Aged Trial Balance View	The Customer Distribution, Class and Group Codes, and Credit Limit have been added to the column chooser, providing additional information and grouping options.
Fixed Assets	Depreciation Table Maintenance	A Copy From feature has been added, making the process of setting up new depreciation tables easier.

Application	Function	Description
Design Studio	Screen Layout	You can now use Design Studio to change the layout of the AR Transaction History screen, displayed when drilling down to the invoice detail in the AR and SO interactive views.
Purchase Order	Order Requests	The new Order Requests feature provides alternative workflow options for companies as they manage their inventory order processing. For more information, review this document.
Sales Order	Acknowledgement Forms	A new business rule, Print Company Logo on Plain Paper Acknowledgement, has been added to specify whether the Order Acknowledgement should include the company logo.
Sales Order	Sales Journal	The Sales Journal has been updated to include extended costs and prices, including totals where appropriate.
Warehouse Management	Transfers	A new business rule, Lot Number Behavior, has been added to specify how lot numbers are managed during transfer transactions.

Application	Function	Description
Design Studio	Form Layout	You can now use the Design Studio to adjust the font and font size of watermarks on forms.
Payroll	Transaction History View	This new interactive view provides payroll transaction history information.

Application	Function	Description
MFG - Bills of Material	Assembly View	The new Assembly View gives you a summarized view of assemblies and allows you to drill-down into the recently released Bills of Material View.
System Manager	Mange Attachments	You can now drill-down on the File Name column of the Manage Attachments function to view the referenced file.

Application	Function	Description
Accounts Payable	1099 Processing	The 1099 Processing function now includes the ability to output a 1096 summary form.
Accounts Receivable	Transaction History View	The drill-down transaction history screen now includes custom fields and supports the Design Studio screen layout functionality.
Fixed Assets	Interactive Views	The new Interactive View functions, Asset View, Depreciation View, Asset Service View, and Retired Asset View, give you an interactive look into your fixed assets.
MFG - Bills of Material	Bills of Material View	The new Bills of Material View allows you to view the material components and routings for your bills of material.

This release addresses issues reported in TRAVERSE.

Application	Function	Description
Purchase Order	Requisitions	Requisitions created by Sales Orders now copy the ship-to address information into purchase orders for drop-shipped items.

Application	Function	Description
Accounts Payable	Post Payments	The Post Payments function now allows for more concise entries to the payables account when the Post Detail to General Ledger business rule is set to No.
Payroll	Profit Sharing Census Report	The Profit Sharing Census Report now includes a summary option for generating reports.

Application	Function	Description
Accounts Payable	Manage 1099 Invoices	The new Manage 1099 Invoices function allows you to edit 1099 flags and amounts for 1099 vendors' individual paid invoices.
Accounts Payable, Payroll, and Fixed Assets	2013 Compliance Update	State and federal table and formula changes. See the compliance advisory for additional information.

Application	Function	Description
Payroll	Check History View	The view toolbar now includes a Print button, providing an option to reprint check and voucher stubs.
Payroll	Print Checks/ Vouchers	The Print Checks/ Vouchers function now lets you specify whether individual leave codes should appear in the Remaining Leave section of the pay stub.

Application	Function	Description
Dashboard	Standard Dashboards	The dashboard now includes eight new standard dashboard objects: CRM Opportunity Projections, CRM Campaign Profitability, CRM Activity, CRM My Tasks, IN Slow/Fast Movement, MP Order Status, MP Production Work Load, and PC Project Status.
Payroll	Tax Factor Prompts	The number of user-definable tax factors increased from 6 to 20.

Application	Function	Description
Accounts Receivable	Summary Open Invoice View	This new interactive view provides pivot style analysis of open invoices.
Design Studio	Manufacturing forms	The Manufacturing Pick List, Order Traveler, and Subcontracted Services forms have been added to the Design Studio Form Layout function.

Application	Function	Description
Accounts Receivable	Cash Receipts	The Receipt No field has changed from a combo box to a full lookup control.
General Ledger	Dormant Account Report	This new function, on the Periodic Processing menu, provides a list of active accounts that have not had any activity since a specified fiscal period/year.
System Manager	Change IDs	The Fixed Assets Asset ID has been added to this function.
System Manager	Tax Locations List	The Tax Locations List now includes an option to print the transaction detail to support the calculated tax amounts.

Application	Function	Description
Design Studio	Screen Layout	The Routing and Resources Labor Types and Machine Groups screens were added to the Design Studio Screen Layout function.
Accounts Receivable	Ship To Address View	This new interactive view provides view-only access to the customer's ship to address information.
Payroll	Withholdings List	This new master shows the withholdings and exclusions for employees.
Project Costing	Employee Detail View	This new interactive view includes the employee's hours, income, cost, and profitability.

Application	Function	Description
Design Studio	Screen Layout	The AR Commission Detail screen was added to the Design Studio Screen Layout function.
TRAVERSE	Preferences	The color of banded rows displayed in Interactive Views can be adjusted using the new Grid Color 1 and Grid Color 2 fields.
TRAVERSE	Customizations	This new function, found under the Help menu bar, can be run to identify personalization and Design Studio changes that exist in the TRAVERSE environment.

Application	Function	Description
Design Studio	Form Layout	The AP Voucher form was added to the Design Studio Form Layout function.
Inventory	Item Maintenance	A new business rule, Load All Items in Setup, has been added. Set this rule to No to improve the performance of the Items maintenance function. Note: When the rule is set to No, the Items maintenance screen will open with no data presented and the navigation bar will be disabled. The item lookup and auto-complete functionality in the Item ID field remain.
Inventory	Simple Item View	A new Simple Item View has been added to the Inventory Interactive Views. This view has a more limited number of columns available than the Item View and is intended for high performance in environments that have a large number of SKUs.

Application	Function	Description
Inventory	Copy Items to Locations	The Copy Items to Locations now allows you to copy an item definition to any or all of your locations at one time.

Application	Function	Description
Accounts Receivable	Commission Detail View	This new view, located on the Commissions menu, provides detailed commission information in an interactive format.
MFG - Production	Production Picking List	The Production Picking List now includes a Bin column, that displays the default bin number when applicable.

This release addresses issues reported in TRAVERSE.

Application	Function	Description
Accounts Receivable	Calculate Finance Charge	A new Business Rule was added that specifies whether finance charges should be incurred based on the Invoice Date or the invoice's Due Date.
Warehouse Management	Release Orders	A Purchase Return option has been added, allowing you to include Purchase Order returns in the list of items to be picked.

Application	Function	Description
Accounts Payable	Payment History View	The Payment History View now includes drill-down capabilities. Clicking on the Invoice Number column in the child grid displays the invoice in the AP Transaction History View.
Customer Relationship Management		This application helps you track communications with people or businesses while incorporating data already present within TRAVERSE. You can use the functions in CRM to keep prospects and existing clients informed about your company's news, attract new opportunities by running promotions, get the word out about your products and services through advertising campaigns and communications, and follow up on leads to gain new sales.
General Ledger	Edit Transactions	The Edit Transactions function now includes a filtering control to help you find and work with specific subsets of journal entries.

Application	Function	Description
Bank Reconciliation	Transactions	A plugin has been added to the TRAVERSE Integration Engine that enables the import of bank transactions.
Fixed Assets	Fixed Assets Maintenance	The Fixed Assets function now allows you to assign notes, documents, and other additional information via the Attachments button.
System Manager	Business Rules	A new business rule, Preview Logs, has been added to allow for disabling the batch processing log previews after the function is complete. Regardless of the option selected for this business rule, the log is still written to the Activity Table and can be reviewed at any time.

Application	Function	Description
Purchase Order	Detail History View	A Print button has been added to the toolbar, providing the ability to reprint historical purchase orders.
Purchase Order	Order View	A Print button has been added to the toolbar, providing the ability to reprint historical purchase orders.
Sales Order	Open Order Detail View	This new view provides information for open sales order line items.
System Manager	Dashboard	The new Dashboard functionality allows you to view up-to-the minute business metrics using charts and data grids. Users can configure personalized dashboards that display the metrics that are most relevant to their roles within the organization.

Application	Function	Description
Design Studio	Assign Custom Fields	The Assign Custom Fields function now includes a Custom Fields List. The list can be generated using the Preview button on the toolbar. The report layout reflects whether you are using the Table View or the Field View in the function.
System Manager	Application Menus	The Application Menus function now includes a new View menu type. This allows you to add custom interactive views created with the Design Studio to the menu. See the Creating Custom Interactive Views section of the TRAVERSE Interactive Views Guide for additional information (guide coming soon!).

This release addresses issues reported in TRAVERSE.

Notable changes in this build include:

Application	Function	Description
Accounts Payable	Prepare Payments	The Prepare Payments function now allows you to pay base currency invoices using a foreign currency bank account.
Accounts Receivable	Recurring Entries	The Recurring Entries function now accepts Credit Memo transactions.
Payroll	Formula Tables List	The Formula Tables List function now allows you to filter the list by year.

This release addresses issues reported in TRAVERSE.

This release addresses issues reported in TRAVERSE.

Notable changes in this build include:

Application

Function

Description

General Ledger	Transactions	A Comments field has been added to the Transactions function. This field can be used to document the purpose of manual journal entries.
Requirements Planning		This application helps you to plan accurately so that you can anticipate surplus or shortages, determine purchase or production requirements, manage inventory to retain less product on the shelves, increase customer satisfaction via better service, and institute cost-effective buying plans.
Warehouse Management		This application helps you to improve efficiency in picking, packing, and shipping orders by streamlining day-to-day activities and maximizing the productivity of your warehouse staff.

Notable changes in this build include:

Application

Function

Description

Design Studio	Screen Layout	Support for the AR Payment Methods maintenance screen was added to the Design Studio Screen Layout function.
Payroll	Quarter/Year-End Reports	A new FUTA Worksheet has been added to aid in the end of year reconciliations that may be necessary when calculating the FUTA liability, because of adjustments made to the credit reduction allowed for some states.
Project Costing	Transfer Billings	Totals have been added to the screen, additional fields have been added to the grid column chooser, and the grid layout is now saved for each user when they exit the function.

Notable changes in this build include:

Application

Function

Description

Accounts Payable	Create ACH File	Custom ACH files, created using the SM Export Layout Definitions function, can now be selected for use when using the Create ACH File function.
Accounts Receivable	Create ACH File	Custom ACH files, created using the SM Export Layout Definitions function, can now be selected for use when using the Create ACH File function.
Payroll	Create Direct Deposit File	Custom ACH files, created using the SM Export Layout Definitions function, can now be selected for use when using the Create Direct Deposit File function.
Payroll	Create Prenotification File	Custom ACH files, created using the SM Export Layout Definitions function, can now be selected for use when using the Create Prenotification File function.
Sales Order	Sales Journal	The Sales Journal now includes the ability to use the banded rows functionality.
Sales Order	Transactions	A new Business Rule was added to enable or disable the message provided if a customer is over their credit limit.

Notable changes in this build include:

Application

Function

Description

Accounts Receivable	Print Invoice from History	The invoices printed from history will use the format of the originating application (AR, SO, PC, etc.). The Print from history on the interactive views will also use the original invoice format.
Accounts Receivable	Recurring Entries View	A new interactive view has been added to Accounts Receivable that provides access to the recurring entries information. The view is a parent/child grid that shows the recurring entry header information in the parent grid, with drill down to a grid showing the line item detail.
Design Studio	Manage Custom Fields	If the same custom fields are added to the recurring entries tables and the base transaction tables, the values from those fields will automatically be copied to the transaction when the recurring entries are processed.
Manufacturing - Production	Record Production Activity	The Backflush button has been added to the Record Production Activity function.

Notable changes in this build include:

Application

Function

Description

Purchase Order

Accrual Functionality

The accrual functionality now extends its support to multiple accrual accounts. This change allows the allocation of accrual entries to better represent the final account entries.

Notable changes in this build include:

Application

Function

Description

Inventory

Detail History View

The Detail History View now includes the ability to drill-down into transactions that originate in AP, AR, PO, and SO, allowing you to view complete subsidiary transaction information.

Notable changes in this build include:

Application

Function

Description

Distribution Requirements Planning	Blanket Orders	These menu functions help you manage contracts for orders to be shipped over a period of time. You can also create, edit or process a single blanket order with the Blanket Order maintenance function.
Manufacturing - Bills of Material		This application helps you define manufacturing product structure both in terms of materials and plant resources such as machinery, tooling, and labor. This application provides a solid base for production activity to be defined, tracked, and reviewed.
Manufacturing - Production		This application helps you manage and maintain inventory integrity, gives you a feel for ongoing activities and production order release status, and provides you with variance tools to compare anticipated or planned material and resource us to actual use
Manufacturing - Routing and Resources		This application helps you define non-material items such as labor and machinery for your facility. Using Routing and Resources, you can define step-by-step routing that manufacturing follows when producing a product.

Notable changes in this build include:

Application

Function

Description

Accounts Receivable	Print Invoice from History	The Print Invoices function now prints history invoices using different formats based on the source transaction type.
Inventory	Detail History View	The Detail History View now includes an enhanced drill-down ability for the Transaction ID column to view detailed subsidiary transaction information.
Inventory	Lot Numbers	The Lot Numbers function now allows you to assign notes, documents, and other additional information via the Attachments button.
Inventory	Lot Numbers	The Lot Numbers function now allows you to create new lot numbers. You could previously only create new lot numbers when receiving goods.
Payroll	Earnings Codes List	This new Earnings Codes List has been added to the Master Lists menu.

Notable changes in this build include:

Application

Function

Description

Design Studio	Manage Custom Fields	The Manage Custom Fields function now has a grid view option, allowing better visibility as you work with custom fields.
Design Studio	Business Rules	The new Business Rules function, added to the System Data menu, makes it easier to add, change, and manage the dependencies for the business rules metadata.

Notable changes in this build include:

Application

Function

Description

Design Studio	Transactions	The transactions screens for Accounts Payable, Accounts Receivable, Purchase Order, and Sales Order have been enhanced to support the automatic reassignment of tab order for fields moved from their original positions on the form. Note: Design Studio customizations done prior to this update will retain their existing behavior. These changes will need to be recreated to enable the proper tab order.
Project Costing	Daily Sales Tax Report	A new Daily Sales Tax Report has been added to the Billing menu.
System Manager	Administration	The Payroll Year, Groups, and Users functions, previously only available via the TRAVERSE Server Manager, now appear under the Administration menu.

Notable changes in this build include:

Application

Function

Description

Accounts Receivable	Hold/Release Invoices	The Hold/Release Invoices function now has an enhanced Split/Reapply interface to display all open invoices for a customer, an Auto Apply button, and now allows the addition of new invoices for payment application.
Fixed Assets		This application allows you to analyze tax and cash-flow implications for assets before acquiring them, as well as tracking their valuation and depreciation.
Inventory	Item Maintenance	A new business rule now allows you to enable auditing of the Item Maintenance function.

Notable changes in this build include:

Application

Function

Description

Accounts Receivable	Print Invoice from History	Reprinting an invoice from history now allows direct printing (bypassing the document delivery and form printer definitions), as well as printing from the preview screen. It also prints the text entered in the newWatermark Text for Reprinted Invoices AR business rule.
Project Costing	PO Transactions	The Purchase Order Transactions function now includes a Project button, allowing you to enter project information.

Notable changes in this build include:

Application

Function

Description

Design Studio	PC Invoice Form Layout	The PC Invoice Form Layout screen now includes the Activity Date field on the detail section field list.
Payroll	Manual Checks	A Calculate Tax button now appears on the toolbar. Clicking this button allows you to recalculate tax amounts after manually adjusting deductions or other values on the check.
System Manager	Business Rules	The new Allow editing of public views role-based rule allows you to indicate who has permission to manage interactive views that have been published to the public.

Notable changes in this build include:

Application

Function

Description

Design Studio	Change Company	Change the control for the selection of a Company from a drop-down to a lookup control that includes the company name, address, phone, and other company information.
Design Studio	Screen Layout	Added the ability to load a previously customized screen layout from the database.
Project Costing	Estimates	Generate transactions from Expense and Other type estimates, as well as for multiple selected estimates processing.
Project Costing	Projects	Added a new Dashboard to view aggregated cost, history and profit information on a single screen. Also added project-level fields for PO Number and Date.
Project Costing	Transfer Billings	Changes to the user interface to facilitate the process of generating billing transactions.
Project Costing	Credit Memos	Added a lookup control on the Original Invoice fields so that it is easier to find an original transaction.
TRAVERSE	Change Company	Changed the control for the selection of a Company from a drop-down to a lookup control that includes the company name, address, phone, and other company information.

Notable changes in this build include:

Application

Function

Description

Enhanced Payroll Tax Reporting

Enhanced Payroll Tax Reporting (EPTR) allows you to build complete, comprehensive federal and state tax reports from your TRAVERSE Payroll data.

Notable changes in this build include:

Application

Function

Description

General/Misc.

Reporting

The SaveReport option in the View > Preferences function has been enabled, allowing TRAVERSE to automatically load the last parameters used in a report's Data Filter if SaveReport is set to True.

Notable changes in this build include:

Application

Function

Description

General/Misc.

Reporting

The Reporting function now include a Send button on the toolbar to save the report as a PDF and attach it to an email using your default mail program.

Notable changes in this build include:

Application

Function

Description

Accounts Payable

Vendor View

A view-only variation of the Vendor Maintenance form was added as the drill-down destination from Interactive Views, providing secure access for users that do not have maintenance permission.

Accounts Receivable

Customer View

A view-only variation of the Customer Maintenance form was added as the drill-down destination from Interactive Views, providing secure access for users that do not have maintenance permission.

Design Studio

Views Table

Design Studio now allows editing and updating of the data that defines the Interactive Views. By creating custom copies of interactive views you can ensure that they are not overwritten by software updates.

Design Studio

Lookup Table

You can now create custom copies of lookups, ensuring that they are not overwritten by software updates.

Payroll

Employee Information

Employee Information now includes a Status field to differentiate between Active and Inactive employees. Transaction entry functions automatically exclude the Inactive employees, speeding data entry and eliminating the accidental selection of terminated or otherwise inactive employees.

Purchase Order

Reorder Processing

Reorder Processing now allows you to select multiple items from the transaction grid to create a multi-line purchase order.

Notable changes in this build include:

Application

Function

Description

General/Misc.

Interactive Views

Variations of Interactive Views can now be added to the TRAVERSE menu using criteria defined in a Named View. The Named View criteria is used to limit the rows and columns available to users, protecting certain sensitive information. Users can still further filter the view, change the column layout, and use the other functionality available in the interactive views.

General/Misc.

Reporting

Reporting functions now include an Output button on toolbar to enable saving reports as PDFs. Journals and other audit reports are considered 'Printed' when output using this method, allowing users to complete posting and other batch processing without the need to generate a physical paper document.

General Ledger

Financial Statements

Specific Financial Statements can now be added to the TRAVERSE menu so that individual users do not necessarily have access to all of the defined statements.

Payroll

Tax Authorities

Tax Authorities now allows you to define Employee and Employer tax codes.

Project Costing

Edit Billings

Edit Billings now allows you to edit the Unit Price.

Notable changes in this build include:

Application

Function

Description

Design Studio

Assign Custom Fields

The assign function now allows you to toggle between a Table View and a Fields View, making it easier to apply a number of custom fields to a single table.

Notable changes in this build include:

Application	Function	Description
Payroll	Payroll Transactions	Payroll Transactions now includes a Leave Code field with the remaining amount of leave hours.

Notable changes in this build include:

Application	Function	Description
Inventory	Print Location Worksheets	This new variation of the physical count worksheets is grouped by Location and Bin Number, making it easier for companies that do their counts based on storage location.

Notable changes in this build include:

Application

Function

Description

Payroll

This application allows you to record hours worked by employees, calculate employee compensation, produce the necessary checks, and update your general ledger with all the information accumulated and generated during this process.

Project Costing

This application allows you to track income accrued and costs incurred during work on a project.

Notable changes in this build include:

Application

Function

Description

Design Studio	Form Layout	A list of available fields is now included in the Form Layout function, making it easier to add information not included on the standard TRAVERSE forms.
Inventory	Item Availability View	This new function allows you to view the quantities on hand, committed, available, and on order for the selected item by location.

Purchase Order

Transactions

Transactions now includes an Item History button, in the detail section, to view item purchase history for inventory items.

Notable changes in this build include:

Application

Function

Description

Accounts Payable

Transactions

Transactions now includes a Task Pane.

Accounts Receivable

Transactions

Transactions now includes a Remaining Credit button, on the toolbar, to view available credit information.

Accounts Receivable

Transactions

The AR Transactions function now supports the use of custom fields.

Accounts Receivable

Transactions

Transactions now includes a Task Pane.

Bills of Material

Work Order History View

Work Order History View now includes work order detail and lot and serial numbers when available.

Design Studio

Form Layouts

Design Studio now allows saving custom layouts to a file (for easy distribution) or database (for sharing purposes.) Definitions saved to the database can be assigned to specific users, providing the proper workflow to the proper users.

General/Misc.	Forms	Forms now can be output as a PDF, RTF, HTML, or Image file.
General/Misc.	Interactive Views	Interactive Views now allow you to edit or delete saved views using the Saved View button on the toolbar. You can also share views with other users by selecting the Public check box.

General/Misc.

Show Task Panel

Show Task Panel now appears as an option in Preferences, allowing you to select the default state (open or closed) of task panes.

General Ledger

Reports

Reporting functions now include a GL segment sort control.

General Ledger

Transaction View

Interactive Views now include an enhanced drill-down ability.

Inventory

Slow/Fast Movement Report

The Slow/Fast Movement Report now includes the Unit of Measure.

Purchase Orders

Transactions

Transactions now includes a Task Pane.

Sales Order	Transactions	Transactions now includes a Task Pane.
Sales Order	Order Acknowledgements	Order Acknowledgements now support the inclusion of a company logo.

System Manager

Audit Explorer

Audit Explorer now includes an audit for changes made to the Business Rules.

System Manager

Activity

This new function allows you to view audit data for users, showing the applications they have accessed.