RFMS NEXT Release Notes

Release Notes for RFMS NEXT 1.7 Released to www.rfms.online on December 4, 2024.

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  Note: This release is available for North America only

1.7 Release

Feature	Highlight for this Release
Dashboard	Reports function Customization options Widgets
Accounting	Accounts Receivable Print AR Statements Preview/Post Finance Charges AR Statements Reports A/P Aging Payables to Inventory Comparison AP's sent to order entry Open AP by account code Accounting Setup Standard account code setup Banking - allow users to post receipts out of sequential order
Commissions	Commissions information Print and Post Commissions Commission Schedules Setup BSCRUD
Products	General Additional ship to tab - supplier edit Products browse - clone product Product Setup Product country of origin - browse, CRUD, Search, Select Product Codes Product codes - browse, CRUD, Search, Select
Inventory	Inventory Browse View inventory record Soft reserves in inventory browse Modify or delete roll number in inventory browse Purchase Orders Order Ship to CRUD (truck) Auto generate PO (purchase order browse) Create Stock PO - Import inventory info View inventory of a PO
Additional Enhancements
Permissions Redesigned permissions RBAC - Existing permissions will be removed.  Administrators should sign in and add New Groups and Role Assignment for Users.

1.6 Release

Please see the release notes for Core 24.3

1.5 Release

Feature	Highlight for this Release
Products	Roll/Item type products can be added and edited Service type products an be added and edited
Inventory	Purchase Orders can be searched and viewed
Order Entry	Search and view customer quotes
Communication Center	Ability to add attachments
Accounting	Accounting Reports: Month End Reports available from this release: Month End AP Month End Accrued Inventory Month End Accrued Labor Book Not Job Costed Print Tax Due Print Post Tax Due Work in Progress Reports available from this release: WIP Material WIP Material Percent Billed WIP Labor WIP Labor Percent Billed Checking Accounts: Missing Checks report Bank reconciliation action available from Checking Accounts browse screen
General Ledger	Journal Reports: Print journal information report from Journal browse screen
Sales	Sales Reports: Job Cost Analysis Report
Additional Enhancements
UI has been updated All advanced search screens have the ability to save and load custom filters All AP creation screens have a column to add Notes/Remit All reports include ability for CSV export

1.4 Release

Feature	Highlights for this Release
Accounting Reports	Month End Reports available from this release: AR Report Unbooked AR Additional Reports: Banking Check Register Report
General Ledger	Journal Reports: Balance Sheet Trial Balance Sheet report may be downloaded as a CSV Statement of Income Journal: Journal can be reopened within RFMS NEXT
Additional Enhancements
Resized columns are now saved Filters can be saved and easily reused

1.3 Release

Feature	Highlights for this Release
CRM	A Contact can now be related to a customer record via NEXT
Accounting	Receipt Recap Report Ability to print/create Receipt Recap Report if user has the permission to make a deposit Inventory Costing Item Inventory Consolidation during receiving Freight is now editable for Ecommerce Inventory Costing
Accounting Reports	Accounting Reports>Accounts Receivable Reports Save and load filters on AP Reports Reports include Accounts Receivable Aging Accounts Receivable Totals Accounting Reports>Journal Reports Journal reports include Journal Information Trial Balance
General Ledger	View Journal Journal Browse Journal Batch Entries Journal Import Journal Close Preliminary Reports include Journal Information Trial Balance Balance Sheet Statement of Income Ability to cancel Journal Close
Dashboard	Resume costing work through object cards on the dashboard
Additional Enhancements
Ability to resize column widths throughout NEXT

1.2 Release

Feature	Highlights for this Release
Accounting	Inventory Costing has been added Includes costing for both regular and E-Commerce inventory Electronic Bill Pay Electronic Funds Transfer (EFT) Bank Transfer Mark Invoices as Paid Online (Batch)
Additional Enhancements
Tab through fields Create custom filters

1.1 Release

Feature	Highlights for this Release
CRM	Manage the customer file Add, delete, edit, download, print, access the communications center Manage contacts Same as above plus show related customer
Dashboard	Owner Dashboard Added Today and Custom Date Period filters to the following Report Types: Sales Overview Salespersons Customer Types Product Categories
Administration	Groups and Users Added Groups options: Show Associated Users Display Groups User belongs to View RFMS related User Added product authorization column
Accounting	Accounting Reports Payables By Supplier AP Paid By Account Code AP Totals AP Paid By Check AP Paid Online Top 10 Material Vendors
Additional Enhancements
Added keyboard shortcuts
Improved app responsiveness

1.0 Release

Our first release of RFMS NEXT is focused on the needs of two types of users: Owners or CFOs, and Accounts Payable personnel. This is highlighted by the key features contained in 1.0, as listed in the release notes below. There will be much more to come as we continually develop with a focus on for regular, feature-rich releases. We encourage you to read through the release notes, review our documentations and feel free to reach out if you need any assistance or have any questions.

Feature	Highlights for this Release
Administration	Users and Group Management Add users to groups and control access through group management Permissions Create groups with custom permissions settings
Dashboard	Owner's Dashboard Reports The owners dashboard includes seven key financial reports
Accounting	Accounts Payable Accounts Payables Create/Edit Flag Change Status Apply to Order Print Checks Mark as Paid Checking Accounts Post Deposits Suppliers Create/Edit Account Codes Create/Edit