Difference between revisions of "New Keystone Releases"

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<p><i>NOTE: Items in '''bold type''' are NEW features.</i></p>
 
<p><i>NOTE: Items in '''bold type''' are NEW features.</i></p>
  
−
==Build 4.1.3 - 2/2/2022==
+
==Release 5.2.1.0 - 12/10/2025==
 +
 
 +
===Accounts Receivable Module===
 +
 
 +
====Customer Prices Maintenance====
 +
 
 +
:Fix issue where customer price records could not be deleted (introduced in 5.2.)
 +
 
 +
 
 +
====Re-Print Tickets====
 +
 
 +
:Fix issue where the form changes due to a plant change, but the TOTAL section of the form is printed using the new plant instead of the current plant.
 +
 
 +
 
 +
====Print Invoices====
 +
 
 +
====Re-Print Invoices====
 +
 
 +
:Fix issue where the form changes due to a division change, but the TOTAL section of the form is printed using the new division instead of the current division.
 +
 
  
 
===Accounts Payable Module===
 
===Accounts Payable Module===
  
−
Federal & State 1099 Export
+
====Vendors Maintenance====
−
:'''The vendor "Account No" field is required when exporting 1099 forms.'''
+
 
 +
:Fix exception "The Vendor cannot be deleted: Table unknown APPINVHD_VENDBAL" when deleting a vendor.
 +
 
 +
 
 +
===General===
  
−
===Payroll Module===
+
====Reports====
  
−
Adjust Definition Balances
+
:'''In the lookup dropdown list for Selection Criteria, indicate inactive items by including the [INACTIVE] tag prior to the description field. The inactive items are grouped at the end of the lookup list.'''
−
:'''Allow import for any definition.'''
 
−
:'''Allow import of transaction adjustment amount and factor values.'''
 
  
−
Tax Library
 
−
:'''Updated to 2022-R2a version (MS state.)'''
 
  
−
===General===
+
====Windows Client====
 +
 
 +
:When displaying a scale weight, the weight was invisible/hard to read/cut off depending on the visual theme selected.
  
−
System Menu
 
−
:'''Replace Internet Explorer based web browser with Edge based web browser (for notifications.)'''
 
  
 
===Services===
 
===Services===
  
−
Application Server
+
====Application Server====
−
:'''When validating batch weights, validate the Total Water and Add Water U/M.'''
+
 
−
:'''Add ServerStartTime global configuration value (visible on web interface Configuration page.)'''
+
:Fix zero cost issues with inventory reconciliation.
 +
 
 +
 
 +
====KServer Keystone Online Dashboard API====
 +
 
 +
:Modify endpoints to use "StartoftheDay" instead of "StartoftheYear" for beginning date.
 +
 
 +
==Release 5.2.0.0 - 12/4/2025==
  
−
Device Aggregator
+
===New Feature===
−
:'''Add to batch results: Actual W/C Ratio, Add Water, Add Water UMS.'''
 
−
:'''When processing batch weight notification devices, provide ability to filter based on batch device PROTOCOL value.'''
 
−
:'''Add ServerStartTime global configuration value (visible on web interface Configuration page.)'''
 
−
:When sending batch results to notification devices, do not send additional waters as ingredients.
 
  
−
Device Server
+
====Credit Card Fees====
−
:'''Add to batch results for Keystone and Rexcon batch controls: Actual W/C Ratio, Add Water, Add Water UMS.'''
 
−
:'''New layout for batch results when sending batch weights notification email.'''
 
−
:'''For batch weights notification email, add device configuration options to show or hide Total Water, Add Water, W/C Ratio, Actual W/C Ratio, Mix Slump and Load Size.'''
 
−
:'''For REST comm links, provide ability to specify default AuthUserName and AuthPassword values for the device.'''
 
−
:'''For Oshkosh status device, provide default values for AuthUserName and AuthPassword.'''
 
−
:'''For Oshkosh status device, properly support override of Oshkosh status event codes.'''
 
−
:'''Add ServerStartTime global configuration value (visible on web interface Configuration page.)'''
 
−
:'''Match layout of batch weights image (Keystone Online) and batch weights email as closely as possible.'''
 
−
:'''For the Keystone Online batch weights notification device, the default PrintFormat is the Marcotte format.'''
 
−
:Eliminate memory leak on shutdown.
 
−
:Eliminate memory leak for status devices.
 
−
:Fix "Invalid pointer" exception for Integra XML status device (introduced in 3.6.37.)
 
  
−
Keystone REST Server (KServer)
+
:'''Initial work has begun to implement Credit Card Fees in Keystone. The first phase focuses on the Keystone Online customer portal and allows credit card fees to be automatically added based on the chosen payment method. Future phases will allow credit card fees to be applied inside Keystone within Cash Posting and later at the Job/Order/Ticket level.'''
−
:Fix Div() function to properly handle divide by zero.
+
 
 +
 
 +
====Save Form Layouts====
 +
 
 +
:'''There are two new options on the "File" menu of every Keystone option. The "Save Form Layout" option will save any changes made to the size/position of the option's form so that the next time the option is run it will reflect the adjusted size/position. This setting is saved for the currently logged in user and company only. The "Reset Form Layout" option will restore the size/position of the option's form to their default values.'''
 +
 
 +
 
 +
====Visual Themes====
 +
 
 +
:'''Keystone now supports user-selectable visual themes. By default, Keystone will use a light/dark theme based on the Windows light/dark color theme. Users may also select from a list of available themes which will apply to the currently logged in company. Several other changes have been made as a result of this feature:'''
 +
:'''The default Keystone font now matches the standard Windows font (Segoe UI.)'''
 +
:'''Most background colors (used to indicate error/status) have been replaced with icons. There is a new Search icon for fields that allow F4 search in place of the bright blue background. An error icon replaces the yellow background of an invalid email address. A lock icon indicates rows on a grid that cannot be edited (contacts/events.)'''
 +
:'''Most icons have been visually improved especially on high-resolution 4K monitors. '''
 +
:'''File Maintenance options now have an icon that indicates whether a new item is being added (replacing the "You are adding..." popup) or edited (replacing the pale, yellow background at the top of the form.)'''
  
−
==Build 4.1.2 - 1/14/2022==
 
  
 
===Dispatch Module===
 
===Dispatch Module===
  
−
Order Maintenance
+
====Order List====
−
:'''Add "Customer P.O." field to Order Id dropdown.'''
+
 
−
:'''Add "Customer P.O." selection field to the Advanced Order Search dialog.'''
+
:Remove blank Report Sequence option.
−
:'''Add blue background color to Order Id field (to indicate that F4 Advanced Order Search is available.)'''
+
 
 +
 
 +
====Order Maintenance====
 +
 
 +
:Remove the MAP button next to the Delivery Instructions fields.
 +
 
 +
:'''Add a warning message when changing Job Id for an existing order.'''
 +
 
 +
:'''Add visual indicator when Slump is changed due to a product change on the order.'''
 +
 
 +
 
 +
====Schedule====
 +
 
 +
:'''Add "Base Mix" as an optional schedule grid field.'''
 +
 
 +
:'''Added hint message for split orders.'''
 +
 
 +
:'''Add "Show Status Hints" to Options menu.'''
 +
 
 +
:'''Add "Status Hint Legend" to Options menu.'''
 +
 
 +
:'''Add system option to cache schedule queries to improve performance in certain cases.'''
 +
 
 +
:Fix issue where a single load order would disappear when printing a ticket and cancelling the printing (or the printing resulted in an error.)
 +
 
 +
 
 +
===Ticketing Module===
 +
 
 +
====Order List====
 +
 
 +
:Remove blank Report Sequence option.
  
−
System Map
 
−
:Fix issue where map would not start for some customers.
 
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
−
Email Invoices
+
====A/R Inquiry====
−
:'''Add ability to include Job Description [JobDesc] in the email subject line.'''
+
 
 +
:'''Add credit card fee/pay class to Payment History grid.'''
 +
 
 +
 
 +
====Cash Posting Register====
 +
 
 +
:'''Add "Session No" to selection criteria.'''
 +
 
 +
 
 +
====Customer Prices Maintenance====
  
−
Plant Maintenance
+
:'''Add Standard Cost field to grid. Add ability to show/hide grid fields.'''
−
:'''On the Devices tab, indicate which devices are marked Inactive.'''
 
  
−
Setup Pending Prices
 
−
:Greatly improved performance when calculating price changes.
 
−
:Update Last Revised Date, Last Change Date/Time and Last Change User fields in Quote table when updating Quote prices.
 
−
:Update Last Change Date/Time and Last Change User fields in Job Price table when updating Job prices.
 
  
−
Void Invoice
+
====Customer Sales by Job====
−
:'''Add warning after clicking Void button if the Void Ticket Option is selected, user can abort.'''
+
 
−
:'''Reset the Ticket Option to Open after each Void process.'''
+
:Fix overlap of long product code and product description.
 +
 
 +
 
 +
====Drivers List====
 +
 
 +
:When exporting the report and the user clicks Cancel on the "Export Report" file browser dialog, the "Export Complete" message will no longer appear.
 +
 
 +
 
 +
====Email Invoices====
 +
 
 +
:Fix issue when changing the cutoff date and then clicking the Load button without exiting the cutoff date field would (sometimes) result in the invoice list not loading, until you clicked the Load button a second time.
 +
 
 +
 
 +
====Job Prices Maintenance====
 +
 
 +
:'''When a customer's credit status is BLOCKED, display a warning message when entering a new job for the customer.'''
 +
 
 +
:'''Changes to the "Inactive" field will now be tracked as a field change event.'''
 +
 
 +
 
 +
====Pay Class Maintenance====
 +
 
 +
:'''New option added to the A/R File Maintenance menu.'''
 +
 
 +
 
 +
====Products Maintenance====
 +
 
 +
:When editing a mix design, the "Cost" column will now immediately update after the "Qty Per Unit" is changed.
 +
 
 +
 
 +
====Sales Tax Rates Maintenance====
 +
 
 +
:'''Add "Increase Fee by Tax Rate" checkbox and "Fee Taxable" dropdown list.'''
 +
 
 +
 
 +
====Ticket Maintenance====
 +
 
 +
:'''A warning message will be displayed if the Tax Authority field is left blank.'''
 +
 
 +
:'''Ask for a Void Reason when using the F3 Void button.'''
 +
 
 +
 
 +
====Void Invoice====
 +
 
 +
:'''Added ability to select multiple invoices to void when using the "Void By Invoice" option.'''
 +
 
  
 
===Accounts Payable Module===
 
===Accounts Payable Module===
  
−
Print 1099 Forms
+
====Email ACH Stubs====
−
:Fixed 1099-NEC form starting line for second and third forms.
+
 
−
:Removed 2020 warning message.
+
:'''New option added to the A/P Invoicing/Checks menu.'''
 +
 
 +
 
 +
====Federal & State 1099 Export====
 +
 
 +
:'''Updated for 2025.'''
 +
 
 +
 
 +
====Print 1099 Forms (Month End)====
 +
 
 +
:'''Option removed from the A/P Month/Year End menu. (1099 Forms must be printed through the web portal.)'''
 +
 
 +
 
 +
====Vendors Maintenance====
 +
 
 +
:Fix typecast exception (Null->OleStr) when adding a new vendor.
 +
 
 +
 
 +
====Handwritten Check Entry====
 +
 
 +
====Invoice Vouchering====
 +
 
 +
====Vendor Classes Maintenance====
 +
 
 +
====Vendors Maintenance====
 +
 
 +
:Allow bank account G/L accounts to be used in Expense G/L dropdown.
 +
 
  
 
===General Ledger Module===
 
===General Ledger Module===
  
−
Import Transactions
+
====Accounts Maintenance====
−
:'''Add TEXTDBCR import format that can import separate debit/credit amounts.'''
+
 
 +
:When using the "Replicate Accts" feature the NRMCA Group field will now be replicated.
  
−
===Payroll Module===
 
  
−
Print W-2 Forms<BR>
+
===System Menu===
−
Print W-3 Form
 
−
:Removed 2020 warning message.
 
  
−
Tax Library
+
====Option Maintenance====
−
:'''Updated to 2022-R2 version (AR, LA states.)'''
 
  
−
===Quote Module===
+
:'''Show preview of selected theme and apply to all active Keystone windows when accepted.'''
  
−
Quote Maintenance
 
−
:'''Add blue background color to Quote Id field (to indicate that F4 Advanced Quote Search is available.)'''
 
  
 
===General===
 
===General===
  
−
Automatic Backup
+
====Company Database====
−
:By default the automatic backup will now prompt the user before doing the backup.
 
  
−
Setup
+
:'''Updated to version 26.07.'''
−
:'''Now automatically installs Microsoft Edge Webview2 Runtime for Windows 8/Windows Server 2012 and higher.'''
 
  
−
==Build 4.1.1 - 1/7/2022==
 
  
−
===Dispatch Module===
+
====Document Database====
 +
 
 +
:'''Updated to version 2.01.'''
 +
 
 +
 
 +
====Keystone Setup====
 +
 
 +
:Setup will now terminate a service if it doesn't respond to a stop request in a timely manner.
 +
 
 +
:'''Upgraded setup to use light/dark mode based on current Windows settings.'''
 +
 
 +
 
 +
====System Menu====
  
−
Print Orders
+
:'''The Entry/Processing submenu has been removed from the Payroll menu.'''
−
:'''Add ability to print Usage Description field on form.'''
 
  
−
Ticket Printing
+
:'''Add Visual Theme selector icon to the top of the menu.'''
−
:Adjust "Lane #" dropdown box as appropriate when Plant # changed on the ticket stub screen.
 
−
:'''Add ability to print the Plant Phone Number on tickets.'''
 
  
−
===Ticketing Module===
+
:'''When increased/decreased, the menu font size will now be saved for the currently logged in user and company.'''
  
−
Ticket Printing
+
:When switching to another company that requires a database upgrade, if you answer "No" to the prompt to upgrade the database, you will now be logged back in to the previous company without an error message.
−
:'''Add ability to print the Plant Phone Number on tickets.'''
 
  
−
===Quote Module===
+
:Fix issue where there is no Keystone icon in the taskbar during the initial login screen.
  
−
Print Quotes
 
−
:The U/M total line will now take into account whether the U/M and Product Class are set to Subtotal.
 
  
−
===Payroll Module===
+
====Windows Client====
  
−
Payroll Tax Library
+
:Fix issue where viewing a previously uploaded multi-page PDF document would only show the first page.
−
:'''Updated to 2022-R1b version (MN, NY, RI states.)'''
 
  
−
Prepare Payroll
+
:'''Add First/Last page buttons to the Document Viewer.'''
−
:Fix exception when unchecking the "Fed Tax Additional W/H" checkbox.
 
  
−
===General===
+
:'''Use search button in place of blue background for fields where F4 search is available.'''
  
−
Document Viewer
+
:In options that have a Contacts tab, allow TAB/Shift-TAB to move out of the Email grid column.
−
:Add handling for multi-page PDF documents.
 
  
−
Keystone Map
+
:'''Add new options to File menu: "Reset Form Layout" and "Save Form Layout".'''
−
:Fix map startup issue (endless loop during map initialization.)
 
−
:Eliminate double plot of calculated route.
 
  
−
System Menu
 
−
:'''When user is deleted, ask to delete associated system options.'''
 
  
 
===Services===
 
===Services===
  
−
Application Server
+
====Application Server====
−
:Do not send dispatch events to notification devices for a voided load.
+
 
 +
:'''Modify PrepareRemoteDB to include the new A/R Pay Class table.'''
  
−
Device Server
+
:Fix error "The job price cannot be added: Column unknown BASE_PRODUCT" when attempting to save a copied job in Job Price Maintenance.
−
:'''Add Customer Name to Batch Weight and Order Complete notification emails.'''
 
  
−
Keystone REST Server (KServer)
 
−
:Driver API: Modify notifyordercomplete endpoint to send Customer Name to the device aggregator.
 
−
:Windows Client Dispatch API v2: Fix rdmDISchedule/cdsDIFutureDates endpoint to filter out inactive orders, non-dispatch orders, order quotes and order requests.
 
−
:Windows Client Quote Methods API: Fix CreateOrder endpoint to properly set NOTES field on the order.
 
  
−
==Build 4.1 - 12/28/2021==
+
====Device Server====
  
−
===Important Note===
+
:When retrieving batch results from a ULINK batch control, properly handle the case where the batch was loaded just before midnight and the batch results were retrieved after midnight.
  
−
For this year, A/P customers that need to e-file 1099 forms need to use the new "Federal & State 1099 Export" option on the A/P Web Portal Export/Filing menu. Additionally, if you need to print a 1099 form containing more than one amount, or a 1099 form containing state information, or multiple different 1099 forms for a single vendor, you will also need to use the new "Federal & State 1099 Export" option. See http://keystonehelp.compucrete.com/wiki/index.php/AP:_Year_End for more information.
 
  
−
===Accounts Receivable Module===
+
====KServer Dashboard API====
  
−
Customer Maintenance
+
:'''Add "plantactive" field to endpoints: kpi, kpibymo, dispatchtime and materialrequiredbyhour.'''
−
:'''Add "Invoice Tkt Images" checkbox.'''
 
  
−
Email Invoices<BR>
+
:'''Add "PlantList" endpoint which includes inactive plants and a field to indicate whether the plant is active or not.'''
−
Print Invoices<BR>
 
−
Reprint Invoices
 
−
:'''Use new "Invoice Tkt Images" checkbox from Customer Maintenance to determine whether to include ticket images on invoices.'''
 
  
−
Job Price Maintenance
 
−
:'''Add "Job Mix Year" to DOT tab.'''
 
  
−
Plant Maintenance
+
====KServer Dispatch API v2====
−
:'''Add "Technician Name" and "Technician License" columns to DOT grid.'''
 
  
−
===Quote Module===
+
:'''Add "NextToLoad" endpoint.'''
  
−
Quote Maintenance
 
−
:'''Add "Job Mix Year" to DOT tab.'''
 
−
:'''Carry Job Mix Year when booking/rebooking the job.'''
 
  
−
===Accounts Payable Module===
+
====KServer Driver API====
  
−
1099 State Maintenance
+
:Modify "ticket" PUT endpoint to delete existing DOTDOCIDX record before adding the new record. (Eliminate double e-tickets when printing invoices.)
−
:'''New option added to A/P File Maintenance menu (to support e-filing 1099s to states.)'''
 
  
−
Federal & State 1099 Export
 
−
:'''New option added to A/P Web Portal Export/Filing menu.'''
 
−
:'''Support multiple different 1099 forms per vendor.'''
 
  
−
Handwritten Check Entry<BR>
+
====KServer Keystone Online Back Office API====
−
Invoice Vouchering
 
−
:'''Add "1099 St" column to expense distribution grid.'''
 
−
:'''Carry the 1099 State when posting the batch.'''
 
  
−
Print 1099 Forms
+
:'''Modify "CustomerPayment" endpoint to create transactions for pay class fees.'''
−
:'''Updated for 2021.'''
 
  
−
Vendor List
+
:Modify "CustomerPayment" endpoint to do a case-insensitive lookup of the payment processor pay type.
−
:'''Add "1099 State" field to detail report.'''
 
  
−
Vendor Maintenance
+
:Fix "CustomerPayment" endpoint to generate separate cash detail records for allowance, discount and fee amounts.
−
:'''Add "1099 Amounts" tab.'''
 
−
:'''Add fields to "Tax Info" tab: 1099 State, Type of TIN, FATCA Filing Req., Direct Sales Ind., Account No., CUSIP No. and Foreign Country (to support e-filing 1099s to states.)'''
 
  
−
Void Invoice
 
−
:'''Carry the 1099 State through when voiding the invoice.'''
 
  
−
Web Portal Export/Filing
+
====KServer Keystone Online Customer Portal API====
−
:'''New submenu added to the A/P menu.''''
 
  
−
===Payroll Module===
+
:'''Modify "CustomerInvoices" endpoint to include pay class fee information.'''
  
−
ACA 1094/1095 Export
+
:'''Modify OrdReqJobInfo endpoint: Add "autoQty" and "defQty" product fields.'''
−
:'''Updated for 2021.'''
 
  
−
Calculate Payroll
 
−
:'''When processing A/P payments use the default 1099 State for the vendor.'''
 
  
−
Company Maintenance
+
====Keystone REST Server (KServer)====
−
:Remove "Qualifying Offer Method Transition Relief" checkbox on ACA tab (new for 2021.)
 
  
−
Employee Maintenance
+
:Fix "EFOpenError" exception during Keystone system installation.
−
:'''Add new ACA Offer of Coverage codes 1T and 1U (new for 2021.)'''
 
−
:'''ACA Plan Start Month is now required (as of 2020.)'''
 
  
−
Federal & State W-2 Export
+
:'''Modify KPPTranslate action to handle pay class fees.'''
−
:'''Updated for 2021.'''
 
  
−
Payroll Tax Library
 
−
:'''Updated to 2022-R1a version (IL, IN, KY, MI, NC, ND, RI & VT states.)'''
 
  
−
Print 1095-C Forms
+
====Keystone Relay====
−
:This option has been removed from the Payroll Year End menu.
 
  
−
Timecard Maintenance
+
:Fix occasional crashes resulting from NullReferenceException.
−
:Fix error "The timecard check cannot be deleted" when attempting to delete a paycheck.
 
  
−
===Services===
 
  
−
Device Aggregator
+
====Kserver Datatables API====
−
:'''Add Test Mode parameter for truck status processing.'''
 
  
−
Device Server
+
:'''Updated AP1099FORMBOX for 2025.'''
−
:'''Add Test Mode parameter for truck status processing.'''
 
−
Updated PennDOT e-ticket interface to use Job Mix Year (job price), Technician Name and Technician License (plant) fields.
 
  
 
----
 
----
 +
 +
[[Release Notes for Keystone 5.1.x]]
 +
 +
[[Release Notes for Keystone 5.0.x]]
 +
 +
[[Release Notes for Keystone 4.7.x]]
 +
 +
[[Release Notes for Keystone 4.6.x]]
 +
 +
[[Release Notes for Keystone 4.5.x]]
 +
 +
[[Release Notes for Keystone 4.4.x]]
 +
 +
[[Release Notes for Keystone 4.3.x]]
 +
 +
[[Release Notes for Keystone 4.2.x]]
 +
 +
[[Release Notes for Keystone 4.1.x]]
  
 
[[Release Notes for Keystone 4.0.x]]
 
[[Release Notes for Keystone 4.0.x]]

Latest revision as of 19:39, 10 December 2025

Contents


NOTE: Items in bold type are NEW features.

Release 5.2.1.0 - 12/10/2025

Accounts Receivable Module

Customer Prices Maintenance

Fix issue where customer price records could not be deleted (introduced in 5.2.)


Re-Print Tickets

Fix issue where the form changes due to a plant change, but the TOTAL section of the form is printed using the new plant instead of the current plant.


Print Invoices

Re-Print Invoices

Fix issue where the form changes due to a division change, but the TOTAL section of the form is printed using the new division instead of the current division.


Accounts Payable Module

Vendors Maintenance

Fix exception "The Vendor cannot be deleted: Table unknown APPINVHD_VENDBAL" when deleting a vendor.


General

Reports

In the lookup dropdown list for Selection Criteria, indicate inactive items by including the [INACTIVE] tag prior to the description field. The inactive items are grouped at the end of the lookup list.


Windows Client

When displaying a scale weight, the weight was invisible/hard to read/cut off depending on the visual theme selected.


Services

Application Server

Fix zero cost issues with inventory reconciliation.


KServer Keystone Online Dashboard API

Modify endpoints to use "StartoftheDay" instead of "StartoftheYear" for beginning date.

Release 5.2.0.0 - 12/4/2025

New Feature

Credit Card Fees

Initial work has begun to implement Credit Card Fees in Keystone. The first phase focuses on the Keystone Online customer portal and allows credit card fees to be automatically added based on the chosen payment method. Future phases will allow credit card fees to be applied inside Keystone within Cash Posting and later at the Job/Order/Ticket level.


Save Form Layouts

There are two new options on the "File" menu of every Keystone option. The "Save Form Layout" option will save any changes made to the size/position of the option's form so that the next time the option is run it will reflect the adjusted size/position. This setting is saved for the currently logged in user and company only. The "Reset Form Layout" option will restore the size/position of the option's form to their default values.


Visual Themes

Keystone now supports user-selectable visual themes. By default, Keystone will use a light/dark theme based on the Windows light/dark color theme. Users may also select from a list of available themes which will apply to the currently logged in company. Several other changes have been made as a result of this feature:
The default Keystone font now matches the standard Windows font (Segoe UI.)
Most background colors (used to indicate error/status) have been replaced with icons. There is a new Search icon for fields that allow F4 search in place of the bright blue background. An error icon replaces the yellow background of an invalid email address. A lock icon indicates rows on a grid that cannot be edited (contacts/events.)
Most icons have been visually improved especially on high-resolution 4K monitors.
File Maintenance options now have an icon that indicates whether a new item is being added (replacing the "You are adding..." popup) or edited (replacing the pale, yellow background at the top of the form.)


Dispatch Module

Order List

Remove blank Report Sequence option.


Order Maintenance

Remove the MAP button next to the Delivery Instructions fields.
Add a warning message when changing Job Id for an existing order.
Add visual indicator when Slump is changed due to a product change on the order.


Schedule

Add "Base Mix" as an optional schedule grid field.
Added hint message for split orders.
Add "Show Status Hints" to Options menu.
Add "Status Hint Legend" to Options menu.
Add system option to cache schedule queries to improve performance in certain cases.
Fix issue where a single load order would disappear when printing a ticket and cancelling the printing (or the printing resulted in an error.)


Ticketing Module

Order List

Remove blank Report Sequence option.


Accounts Receivable Module

A/R Inquiry

Add credit card fee/pay class to Payment History grid.


Cash Posting Register

Add "Session No" to selection criteria.


Customer Prices Maintenance

Add Standard Cost field to grid. Add ability to show/hide grid fields.


Customer Sales by Job

Fix overlap of long product code and product description.


Drivers List

When exporting the report and the user clicks Cancel on the "Export Report" file browser dialog, the "Export Complete" message will no longer appear.


Email Invoices

Fix issue when changing the cutoff date and then clicking the Load button without exiting the cutoff date field would (sometimes) result in the invoice list not loading, until you clicked the Load button a second time.


Job Prices Maintenance

When a customer's credit status is BLOCKED, display a warning message when entering a new job for the customer.
Changes to the "Inactive" field will now be tracked as a field change event.


Pay Class Maintenance

New option added to the A/R File Maintenance menu.


Products Maintenance

When editing a mix design, the "Cost" column will now immediately update after the "Qty Per Unit" is changed.


Sales Tax Rates Maintenance

Add "Increase Fee by Tax Rate" checkbox and "Fee Taxable" dropdown list.


Ticket Maintenance

A warning message will be displayed if the Tax Authority field is left blank.
Ask for a Void Reason when using the F3 Void button.


Void Invoice

Added ability to select multiple invoices to void when using the "Void By Invoice" option.


Accounts Payable Module

Email ACH Stubs

New option added to the A/P Invoicing/Checks menu.


Federal & State 1099 Export

Updated for 2025.


Print 1099 Forms (Month End)

Option removed from the A/P Month/Year End menu. (1099 Forms must be printed through the web portal.)


Vendors Maintenance

Fix typecast exception (Null->OleStr) when adding a new vendor.


Handwritten Check Entry

Invoice Vouchering

Vendor Classes Maintenance

Vendors Maintenance

Allow bank account G/L accounts to be used in Expense G/L dropdown.


General Ledger Module

Accounts Maintenance

When using the "Replicate Accts" feature the NRMCA Group field will now be replicated.


System Menu

Option Maintenance

Show preview of selected theme and apply to all active Keystone windows when accepted.


General

Company Database

Updated to version 26.07.


Document Database

Updated to version 2.01.


Keystone Setup

Setup will now terminate a service if it doesn't respond to a stop request in a timely manner.
Upgraded setup to use light/dark mode based on current Windows settings.


System Menu

The Entry/Processing submenu has been removed from the Payroll menu.
Add Visual Theme selector icon to the top of the menu.
When increased/decreased, the menu font size will now be saved for the currently logged in user and company.
When switching to another company that requires a database upgrade, if you answer "No" to the prompt to upgrade the database, you will now be logged back in to the previous company without an error message.
Fix issue where there is no Keystone icon in the taskbar during the initial login screen.


Windows Client

Fix issue where viewing a previously uploaded multi-page PDF document would only show the first page.
Add First/Last page buttons to the Document Viewer.
Use search button in place of blue background for fields where F4 search is available.
In options that have a Contacts tab, allow TAB/Shift-TAB to move out of the Email grid column.
Add new options to File menu: "Reset Form Layout" and "Save Form Layout".


Services

Application Server

Modify PrepareRemoteDB to include the new A/R Pay Class table.
Fix error "The job price cannot be added: Column unknown BASE_PRODUCT" when attempting to save a copied job in Job Price Maintenance.


Device Server

When retrieving batch results from a ULINK batch control, properly handle the case where the batch was loaded just before midnight and the batch results were retrieved after midnight.


KServer Dashboard API

Add "plantactive" field to endpoints: kpi, kpibymo, dispatchtime and materialrequiredbyhour.
Add "PlantList" endpoint which includes inactive plants and a field to indicate whether the plant is active or not.


KServer Dispatch API v2

Add "NextToLoad" endpoint.


KServer Driver API

Modify "ticket" PUT endpoint to delete existing DOTDOCIDX record before adding the new record. (Eliminate double e-tickets when printing invoices.)


KServer Keystone Online Back Office API

Modify "CustomerPayment" endpoint to create transactions for pay class fees.
Modify "CustomerPayment" endpoint to do a case-insensitive lookup of the payment processor pay type.
Fix "CustomerPayment" endpoint to generate separate cash detail records for allowance, discount and fee amounts.


KServer Keystone Online Customer Portal API

Modify "CustomerInvoices" endpoint to include pay class fee information.
Modify OrdReqJobInfo endpoint: Add "autoQty" and "defQty" product fields.


Keystone REST Server (KServer)

Fix "EFOpenError" exception during Keystone system installation.
Modify KPPTranslate action to handle pay class fees.


Keystone Relay

Fix occasional crashes resulting from NullReferenceException.


Kserver Datatables API

Updated AP1099FORMBOX for 2025.

Release Notes for Keystone 5.1.x

Release Notes for Keystone 5.0.x

Release Notes for Keystone 4.7.x

Release Notes for Keystone 4.6.x

Release Notes for Keystone 4.5.x

Release Notes for Keystone 4.4.x

Release Notes for Keystone 4.3.x

Release Notes for Keystone 4.2.x

Release Notes for Keystone 4.1.x

Release Notes for Keystone 4.0.x

Release Notes for Keystone 3.6.x

Release Notes for Keystone 3.5.x

Release Notes for Keystone 3.4.x

Release Notes for Keystone 3.3.x

Release Notes for Keystone 3.2.x

Release Notes for Keystone 3.1.x

Release Notes for Keystone 3.0.x

Release Notes for Keystone 2.9.x

Release Notes for Keystone 2.8.x

Release Notes for Keystone 2.7.x

Release Notes for Keystone 2.6.x

Release Notes for Keystone 2.5.x

Release Notes for Keystone 2.4.x

Release Notes for Keystone 2.3.x

Release Notes for Keystone 2.2.x

Release Notes for Keystone 2.1.x

Release Notes for Keystone 2.0.x

Release Notes for CompuCrete 1.8.x

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