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SI v23 Release Notes

A
Written by Ashok P
Updated this week

System Integration (SI) v23 was released on 4/17/2025.

Video

Multi-Office

  • Enable Multi-Office with publication and subscription servers

  • Sync catalog products, labor items, and packages from the main office to the child offices

  • Sync catalog settings, project settings, and application settings from the main office to the child offices

  • Email SI Admins on Multi-Office update failures in subscription servers

Major Features

  • Increase Available Custom Fields for Items (Products, Labor Items, and Packages) to 75 (earlier 26)

  • Allow for Partial Approval of projects. On approval, some project items can be marked as approved, and remaining items added to a pending change order

  • Project templates are editable and can be checked in and checked out. Project templates can store checklists, submittals, and Gantt views

  • Project Rule to enable Change Orders to have their own payment terms on project approval. Default payment terms can be set for change orders in the payment terms settings

  • Change Order numbers to have a customizable prefix. Change Order Number prefix can contain Project Number and Change Order Type

  • Add RTF Editor to SI for scope of work editing (as a replacement for WordPad and Word)

Catalog

  • Add User Group Permission for Edit Cost and Edit Price (Catalog and Projects)

  • Expand permissions for “Project Settings”, “Catalog Settings”, and “Application Settings” to specific permissions for each setting

  • Move some application settings from user-stored to server-stored in the Company Information dialog, like Labor Hours format, Sync stencils and blocks, Sync custom reports, and Mobile install prompts

  • Move Price Settings from user stored to server stored with permissions

  • Allow Project Settings, Project Item Validation Settings, and Time Sheet Validation Settings to be shared with all users with permissions

  • Add "Inactive" setting for Units of Measure

  • Add Filters for New and Matched to Add From Product Library Dialog

  • Add a quick filter for user groups in the manage user dialog

  • Add an option to delete Notifications

  • Improve sign-in Speed

Projects

  • Add color-coding to Project Status

  • Allow conversion of Unit-Based projects to Quantity-Based projects

  • Add Contact Name/Phone/Mobile to Project Explorer fields

  • Add column in Project Editor "Total Labor Hours" (includes Misc/Mgt/Design sub labor type hrs and multiplies by quantity)

  • Add project settings to allow users to choose what displays in Project Editor Headers

  • Add "Add" button to Add Items from Project Dialog

  • Improve the Quote report to show optional and alternate items with a parameter to hide them

  • Allow Text Selection in project item editors without checking out the project

  • Job Cost setting to allow installed labor items to be considered in the actual labor cost

  • Support Force Undo Check Out for multiple selected projects

  • Add Project Settings for Project Check Out prompts

  • Add Project Setting for Get Latest Files

  • Display Name of Custom Field vs. CustomFieldX when Grouped in Project Editor

  • Add Permission for editing the Change Order Number

  • Improve Project Business Analytics speed

  • Improve the speed of converting to a unit-based project and split the quantity to 1

  • Add expand and collapse functions for the report list in the report explorer

Service Orders, Tasks, Purchase Orders, Service Plans

  • Add Default Price Type for New Service Orders

  • Add settings for "Number of digits" and “Start Number” to Purchase Order Number Format Options

  • Add Filters to Service Order, Tasks, Service Plan, and Purchase Order Custom Layouts

  • Add Additional fields to "Insert Field" for Task/Service Order Workflow Rules

  • Add Report Export File Name Formatting Options for Order Reports

  • Display CreatedOn and UpdatedOn in the Run Reports dialog and the Report Explorer for "Order" Custom Reports

  • Allow for "Shipment Preference" to be used for the Execute On option "Create" in Workflow Rules

  • Improve services for Calendar

Time Sheets

  • Allow Cost/Hr to be changed when approving Time Sheets

  • Add Export Current Layout Option to Time Sheet Explorer

QuickBooks

  • Allow vendors to be created and synced in QuickBooks Online from catalog items

  • Track Accounting Estimate Number on each service order item, and only add items with no accounting estimate number to existing estimates

  • Add a Clear option for QuickBooks Estimates associated with Service Orders

  • QuickBooks Settings to have options to use the Service Order Name and the Service Order Number in the QuickBooks Job Name

  • Rounding of Unit Cost and Unit Price may occur for Labor Types when exporting to QuickBooks Estimates

  • Export the SI PO Shipment Preference field to the "Ship Via" field in QBO

  • QuickBooks Setting "Aggregate Labor Items as one QuickBooks item to display quantity as 1" for service orders exported to QB Estimates

Clients

  • Client CSV Export/Import and Mass Update to support tax fields

Vendor Partners

  • Add the Partner Checked On field to the catalog products

  • Add Partner Set, Partner Updated, and Partner Checked On to project items in Project Editor

  • Email to SI Admins on vendor partner price update failures

API

  • New API endpoints to lock and unlock projects

  • New API endpoints to archive and unarchive projects

  • New API endpoint to lock and unlock project status

  • Update Project endpoint to support passing optional field IDs to update, which allows zeroing out numeric fields or making text fields blank

  • Add a new field to Change Orders for the original GUID of the project item (when the item is replaced or the item quantity is reduced)

  • Add PublishedOn to get the project

  • Reduce API calls for server-side automation

Hotfix 1

Released 5/5/2025

  • Grand Total Displaying 0 on Change Order Reports

  • Crash occurs when archiving a project

  • Update from catalog not adding accessory items

  • Users with no “View All Projects” permission were not able to view all templates

  • Add prompt for file name when Add to Project Files is selected in Export Project reports dialog

  • Project status color is not displaying on project change order BA

  • Optional items should not be included in Quote report payment terms section

  • Report filters not working for solutions in project

  • Included Accessories may not correctly export to QuickBooks Estimate

  • Custom layout filters are not being applied when opening the task explorer and service order explorer

  • Add Check for Unit Labor Hours > 9999 when project items imported from CSV

  • Column Width not being respected in Custom Layouts on Sub-Explorer tabs in Project Explorer

  • Display Name of Custom Field vs. CustomFieldX when Grouped in Project Editor

Hotfix 2

Released 5/19/2025

  • Project templates may not sync correctly if created with same client name and project name

  • Crash may occur when saving an item in a project where 'Partner Set Purchase Cost' is enabled but no vendor is specified

  • Crash occurs when previewing a custom report & try to export to PDF

  • Location groups should not expand when adding an item or replacing an item in the project

  • Scope of work RTF file is not opening when project name had double quotation

  • Add Location Description field to date for MI Items

  • Add splitter for comments section in the task editor and service order editor

  • Refresh should not reset column filters on Task Explorer, Service Order Explorer and Service Plan Explorer

  • Tool to rebuild wire connections from active Visio page If wire connections on active page and project do not match

  • SI Home Page may display incorrectly on some machines

  • Prompt to replace file when adding an existing file to Project files

  • Change Wording for Project-level Manage Price Types Permission

  • Improve Copy/Paste Items from revision to project message

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