Tech Notes/Release Notes
Version PF8_22r
06-12-2026
These notes do not include bug fixes or interface improvements.
They are the changes that have increased functionality.
CHECKS
Checkbook > Balance Bank Statement
When OK complete and prompt destination is for PDF,
If the user has a PDF path (File > My User Preferences) that is not
legitimate the PDF will now export to the user’s desktop.
Note: This is universal for all outputs.
Checkbook > Checkbook Register
Transactions dated in the future are separated by a line on the
list window.
Checkbook Reconciliation
Details are saved in the FTR table
TRX date is the date executed
Post date is the Closing date of the Bank statement
Ledger account on both Transactions is the Bank ledger account.
Transaction memos have details of Amounts and counts of cleared
transactions.
GENERAL
Old Versions Folder
Saves the last 3 version of the PF8 Library.
Fonts
Log on window > Fonts button
Displays the mapping as stored in the Log On file.
The font map is updated when the user OPENS PF, not when they log on.
If continued problems with fonts please contact Tech support.
INVENTORY-FINISHED
Invoice window > Print > E-Mail
Improved error messages if Export folder has a bad path.
In some cases on Windows OS the C drive must be
represented with 2 backslashes: C:
See: File > My User Preferences
Inventory > Reports > Quantities and Costs
New Report added: Kits
Inventory window
Ctrl-Insert to Duplicate
Prompt to Insert Components (if there are any) now shows only on
the first duplication of the logged on session.
If the user answers No, then further duplication of components are
not done.
Inventory > Components
Edit All
Sort by Code or Description by clicking header column.
Click OK Saves Sort order.
Inventory > Movements
Checkbox to Show Backorders
Inventory window > List Orders
New button: Cust Sum (Customer Summary)
Summarizes the List by Customer
Works on Orders and Picks.
Can revert to detail list by clicking refresh
Note that if Summarized the Order detail columns become irrelevant.
INVOICES
Invoice, Credit Cards
Enabled Force Authorization button when the authorization is made
on an order.
Invoice window > Print > Batch E-Mail.
Supports custom e-mail subject and e-mail body.
Print Invoice window > Preferences
Below the red line select the message for the e-mail
The Messages button opens the Messages window to Insert and Edit
messages.
Field names are put in square brackets. eg. [INVOICES.INNUM].
Invoice Messages Code should begin with the letter I (for Invoice)
and are unique.
The Document Type should be “I”, 1 letter, and is not unique.
The dropdown selects and displays the message to use and the Message type.
The selection on the preferences window displays on the left part of the Print Invoice window.
This is the subject and message that will show on each e-mail when batch e-mailing.
To use the original defaults you can click the X button to clear the custom message.
The Custom Message subject line is not used if there is a default subject line entered on defaults.
To use the Custom Message subject see Invoice Preferences > Printing > # 34
Invoices, Shopify API
If an invoice has been posted and Shopify Payment not yet captured:
There is a shortcut button (Testing required !) named Shop-CP-FF
This button Captures Payment AND does Shopify Fulfillment in 1 click without messages.
Failure messages remain enabled.
Invoice window > Post Invoice
Recommend checkbook Fast Posting
ORDERS
Print Orders, Print Invoices
Forms can be printed with the Division Name automatically
Preferences > Orders > Misc, #10
The Division name must be set up on the Maintenance > Divisions window: Form Header Name
PAYABLES
Bills Payables window > Pay
Checkbox option added for Automatic Default Values
Enter a Payment Amount
When tabbing will distribute the Payment Amount to multiple Bills.
Menus > Reps/Commissions > Reports > Commission Reports
Added Custom Search
Payables > Transactions > Import Transactions
Checkbox option to Override the 180 day Date limitation.
PICKING MODULE
Pick menu > Batch Update Picks
New checkbox: Process Only Picks that can Ship Complete
Pick > Pack Boxes > Batch Pick
Use Beta SQL Method (faster)
AI_MEMO is is populated from OI_EDI_DESC
Added programmer’s view window to see all ASN_ITEMS for the Pick.
PURCHASE ORDERS
Finished Goods PO 6 size
Edit Header mode disables Receiving Complete
Receiving Complete requires additional processing so must be kept
separate
RAW MATERIALS
If a Part/Raw Material is marked as Not Current it can be found by entering the exact Part Code.
RECEIVABLES
Invoices > Reports > Receivables > Statements/Interest
Print/E-Mail Statements
The Print button on the Print Statement SQL window will print a statement for each customer in the selected list.
Invoice > Commands > Adjust Receivables
Column added to show amount prepaid on the Invoice.
Shortcuts added:
To apply the amount Due to an invoice click to the left of the Due amount.
To apply the amount Prepaid to an invoice click to the left of the Prepaid amount.
SECURITY
Maintenance > Security
New button: Old Ver (Old Versions)
Displays Users that are running older versions of PF.
Sorts by Last SignOn date to show current users that should be updated.
Click again to show all users.
VENDORS
Vendors window > Info
New field: Payment Type
Default for paying bills.
Payment Type Code displays on Pay Bills Payment Type dropdown.
Inserted by AG 6-15-2026