Published: 2024.12.12
Latest update: 2026.03.16
Build range: 25.01 (24.01.040 – 24.01.195)

Release Notes v25.01
Check out What’s New v25.01 for highlights and enhancements.

Advisories Version 25.01 

ACCOUNTING

• Print Checks functionality will no longer work in v24 after upgrading to v25. The process can still be run and a Check Run can be posted, but the Check print out will not be posted.  US23458525
• Purchase Orders (POs) in DATAENTRY Status may now be canceled if necessary. Note: this will not remove previous journal entries associated with the PO. US7874109

GENERAL

• Saved default preference for the ‘active only’ checkbox may not be retained after upgrading to v25.01. New preference may have to be saved.  US9217580
• Calendar Integration.  Office365 requires adding the Calendars.ReadWrite permission to the Webmail app registration in the Azure portal.  US41960475
• Integrations > Cloud Document Storage > Core Report Datasets that return images. Due to security concerns, we no longer support direct SQL text that does not call a stored procedure for datasets that return images in RDL Reports. All Datasets that return an image to be embedded in a report will use “Stored Procedure” as the Query Type. Query Type Text datasets that call a stored procedure are still supported, but not recommended as they require additional processing to parse the Query. Query Type Text datasets that use direct SQL statements are no longer supported and will produce an error. The aforementioned only applies to datasets that return images, however, these are best practices that should be applied to every data set where possible.  US28697493
• The changes to “CloudStorageQ_Process.sql” cause it to no longer be supported in v24 environments and any existing installed background jobs running that procedure on a v24 database will fail.  US27633258
• {website_root}/diagnostics. “Check Valid Security Peppers” now properly checks that the smtp_pepper and document_pepper values are set in settings.ini.php. If either of the values are not set, the check will throw a fatal error as they are both mandatory arguments that get injected in their respective classes and there is no case where you may leave them unset. There is no validation against the values themselves, process only checks that the values are set. Important: Changing these values can permanently break every document in the system if the value used to encrypt the documents initially is lost.  US36005381
• Any Customers using Customer Statements > Email Report option should ensure their email templates for PRINTCUSTSTATE and PRINTCUSTSTATEALL are set up correctly prior to running Customer Statements.  US15722673
• EAcceptance Without MFA feature (Config EACCEPTANCEWITHOUTMFA) is deprecated due to decreased security caused by such a feature.  US35452533
• Customers intending to send out Email Alerts will need to ensure they configure a background job “Process Email Alerts” with SQL Procedure set to “Process Email Alerts – EmailAlertEvent_Process” and frequency set to 1 minute. Failure to configure this background job will prevent alerts from being sent out.  US15718038
• Email Authorization.  Upon upgrading to v24.01.170+, all email authorizations will be reset due to the new API permissions required. Customers will need to coordinate with the upgrade date to ensure they re-authorize email queues promptly following the upgrade. Users will need to re-authorize to resume calendar integration functionality. Alternatively, Customer may choose to set up the new “Application” authorization type if they are using Office365, which will eliminate the need to authorize email accounts altogether.  US35596738
• Gmail.  Support for IMAP is deprecated. On-Premise exchange servers no longer supported.  Additional changes: IMAP configurations are no longer supported on the Email Account form, all applicable fields are removed from the Email Queue tab (Mail Server, Mail Server Port, Mail Server Security, Mail Server Encoding). Mail box folder is no longer a free form input. It is now a multi select drop down and the only choices are “Inbox” and “Junk Email”. By default, if left empty, the mail queue will scan the “Inbox” folder. The new APIs do not support passing common folder names for custom folders, custom folders must pass the actual id of the folder.  US44142480
• Email sending has been upgraded to use modern REST APIs, replacing the legacy Director API and SMTP-based methods for user-authorized email.  Gmail requires enabling the GMAIL API in the Google Cloud Console.  Office365 requires adding the Mail.ReadWrite permission to the Webmail app registration in the Azure portal.  Office365 requires adding the Mail.Send permission to the Webmail app registration in the Azure portal.  US44142471
• Google Maps integration has been updated to remove deprecated code. In addition to an API key, a Map ID is now required. This is created in the Google Cloud Console under Maps Management. This value needs to be entered into the Google Maps API configuration form.  US44679873
• Customers currently using the Great America integration should reach out to their Customer Success Manager for information on configuring this to function with v25.  US20003254
• Help Anchors and Components: Due to the change in framework, Component IDs may no longer match what they were in v24 and therefore not all Help Anchors will automatically convert to v25.
• In certain cases, login passwords may need to be reset to comply with Version 25 security requirements.
• PHP 8.4 is conditionally available for v25 use.  Microsoft has not officially signed off on the pdo_sqlsrv driver for PHP 8.4. though there is a built version of the driver available.  It is a mandatory driver for the REST API and using PHP v8.4 and any installs assume the risk of using an unsigned driver.  The REST API is still fully compatible with PHP v8.3 which does have its driver signed. The issue is logged on Microsoft’s official GitHub page:  https://github.com/microsoft/msphpsql/issues/1523.  US42938611
• SMS 2FA using TextMagic or ClickSend has been deprecated in alignment with industry security standards. We recommend transitioning to more secure alternatives such as TOTP (via authenticator apps) or oAuth integrations with Microsoft and Google.
• The old USPS API will be deprecated on January 25,2026. Customers will need to sign up for the new “v3” API service and retrieve a consumer key and consumer secret. Users should follow steps 1-3 here and then enter the key/secret into the USPS config form: https://developers.usps.com/getting-started.  US47130332

HR

• Background Job “Auto Generate PTO Time Bills” has been changed to depend upon a new config “AUTOPTOSPLIT.”  Config default = OFF. When set to ON, system will process PTO requests and generate multiple time bills if the requested gross time off is greater than the employee’s (default End Time – default Start Time – Non-available Hours).  UR91544167

INVENTORY

• Change to Recurring Dispatch form. Default PO No. field name changed to “PO #.”  Customers who have already applied this change as a hotfix will need to make sure their existing data in Default PO No. field copied over correctly to PO # field after applying this change.  US8872905

SALES

• Users upgrading to version 25.01 that use a custom Proposal will need Support to update the dataset in their template to include the new Freight and Opt Freight fields, and decide if they would like Freight Costs to display separately on the Proposal Summary page.  UR98577239
• The “Set Reminder” modal that previously appeared when saving an activity linked to an Opportunity in Add mode has been removed. The Activity form now includes an Opportunity subtab, allowing Users to update Opportunity fields and manage reminders directly with the new Add/Update Reminder button. The “Update Reminder” modal on the Opportunity form has also been deprecated. A new single reminder button is now available in both read and edit mode, using the standard reminder framework to create a global schedule linked to the Opportunity. This supports calendar and popup reminders, updates the Opportunity with the reminder details, and sends the Outlook event using the CAL_REMINDER_OPPOR email template.  US34027517

SERVICE

• Print Service Contract Profit print menu option has moved from form print menu to Profit grid. Print Modal will no longer give options for Start Date / End Date. Instead, printing will utilize grid’s ‘Start’ and ‘As of Date’ filters as report ‘Start’ and ‘End’ Dates, respectively.  As a result of this change, after upgrading to v25.01, v24 print option will no longer function.  US25482915

Other important changes

Highlights
Permissions
Config Data Changes
General Code Changes

Highlights

Redesigned UI/UX with a clean, modern interface optimized for clarity and speed

Improved usability through simplified navigation and reduced interaction steps

Full feature parity with previous versions, ensuring seamless migration and continuity

Permissions

Added:

• AICONFIG (view / edit / create / delete): controls the Maintenance > AI Config form access / available actions.  US35453063
• ASSETLIST: allows API Users to run Q360API_Asset_List procedure and search / list data from the Asset table through the API.  UR89844020
• Office365 requires adding the Calendars.ReadWrite permission to the Webmail app registration in the Azure portal.  US41960475
• GENCODE (Edit): allows addition of / editing / deletion of code values.  US45420140
• POTHRESHOVR (Exec): Allows confirmation and approval of Purchase Orders exceeding the PO Threshold limit set in config CHECKPOCOSTTHRESHOLD (additionally supported by config CHECKPOCOST).  US4808378

Changed:

• ACCADMIN:  Income Statement Designer now requires ACCADMIN (View) permission and no longer requires USERADMIN permission. Editing the permissions grid now requires ACCADMIN (Edit) permission and no longer requires USERADMIN permission.  US36697758
• ACCOUNT:  Accounts > Reports > Taxes > UK VAT Report > Ext Menu > Transmit VAT. This option is now available to any User with ACCOUNT (view) permission.  US46717993
• CHECKPOCOSTTHRESHOLD: US4808378
  • • Config Value 1: Threshold Percentage Value – This is the percentage threshold above which
      a PO Line Item Cost (new or edited) will trigger a warning or block upon form save action (related to PO confirmation or approval). This value works in conjunction with the CHECKPOCOST config setting
    • Config Value 2: May be set to WARNING or BLOCK. This determines what will happen when a User attempts to save a PO form that includes a new Item or edited existing Item with a PO Cost value that exceeds the Value 1 percentage (above). WARNING: User will receive a warning message upon form save action, but will be allowed to proceed. BLOCK: User will not be allowed to proceed with form save action. Note: A blank field will be treated as a BLOCK value. Admin Users and Users granted POTHRESHOVR (Exec) permission may override this block and continue save form action
    • Config Value 3: Item Type to validate. Enter a comma separated list of Item Types i.e. Q,A to validate only Items of these Types against threshold set in Config 1 (above)

   

• DISPREOPEN (Exec): Resource Console > Save icon: when creating a new Schedule for a Service Call via the Resource Console save action, if the target Call is in a ‘POST’ state, the system now verifies if the User has the DISPREOPEN (EXEC) permission. Dispatch Queue > Grid Extended Menu > Dispatch: when dispatching calls, if any selected Call is in a ‘POST’ state, the system now verifies if the User has the DISPREOPEN (EXEC) permission for that specific Call. If the permission is lacking for a ‘POST’ state call, that Call is excluded from the Dispatch operation, and a core error message (“Call [DispatchNo] is closed and must be reopened to schedule / dispatch”) is logged for it. Other valid Calls in the batch are processed normally.  US1802605
• DOCUMENT / EACCEPTANCE: Print > Print Destination = EAccept now requires both EACCEPTANCE (Create) and DOCUMENT (Create) permission.  US35452533
• HRADMIN: Edit permission now required in order to make changes to an APPROVED HR Time Request.  US24101011
• ORDER: Create permission required for Order form Extended Menu option “Create RMA Order.”  US20631016
• PROJCLOSE (Exec): permission is no longer required to create a Warranty Service Contract from an Order (Extended Menu).  SERVCONT (Create) is required to perform this action.  US12648786
• SALESLEAD: Create and View permissions now required to convert a Sales Lead to a Customer / Opportunity.  US38939111
• USERMAINT: permission is no longer required to edit External User profiles.  WEBUSER (Edit) permission is still required.  UR95449053

Removed:

• MASTERACCT (view): no longer required to view Master on Toolbar Menu.  Only MASTER (view) is now required.  US44136447

Config Data Settings

Added:

• AUDITLOG (ON / OFF) – default OFF. When AUDITLOG is turned ON, tables flagged for auditing will record VIEW, UPDATE, and DELETE in v25 framework only. VIEW – only applies to viewing the record in its main form, i.e. the Customer form, but not the Customer in a grid. UPDATE / DELETE – form and grid saves and deletes. Does not include Extended Menu processing. This is not a table trigger that captures 100% of update operations.  The following tables are flagged for auditing by default: Contact, Customer, Invoice, Projects, Purchase, Site, Vendinvoice.  US23719637
• AUTOPTOSPLIT:  Functions in conjunction with Background Job “Auto Generate PTO Time Bills.”  Default = OFF. When set to ON, system will process PTO requests and generate multiple time bills if the requested gross time off is greater than the employee’s (default End Time – default Start Time – Non-available Hours).  UR91544167
• POSYNCETADATESDEFAULT: Y = Line Item Sync ETA Flag checkbox will be checked by default.  When N, Line Item Sync ETA Flag checkbox will be unchecked by default.  US171217
• SESSIONTIMEOUT (Config Value 2). User will receive a warning this many minutes prior to being logged out of Q360 for inactivity. Default = 5.  US12956892

Changed:

• AUTOMASTERVENDOR: When this config is ON, “Clear Selected Vendor” option (Inventory > Purchasing Queue > Extended Menu) will ignore records where Vendor No. is BLANK.  UR70752244
• BSSUBACCOUNT: must be turned ON for Print Check process to complete properly.  US23458525
• PWJOBCOST: Timebill > Details > Wage Rate (Prevailing Wage Type – variable rate type). Added validation to Time Bill Save procedure to check for PWJOBCOST config. When this config is ON, Wage Type field will be read-only. When OFF, User can set value in field and save form as normal.  UR95637692
• UNIFIEDTYP:  Sales Lead Source Report.  When Config “UNIFIEDTYPE = ON the listing for “SALETYPE” comes from the UNIFIEDTYP General Code. When Config “UNIFIEDTYPE” = OFF the listing for “SALETYPE” comes from the SALETYPE General Code instead.  US37684447

Deprecated:

• HTTPWEBREQUEST_TIMEOUT config item is now deprecated and the timeout is hardcoded in the DLL.  US34026583
• EACCEPTANCEWITHOUTMFA is deprecated due to decreased security caused by such a feature.  US35452533
• EXCHANGE_CAL_SYNC is deprecated.  The behavior when this config was set to ON is now mandatory.  US35596738
• WEBMAIL_SYNC_LDAP_PASSWORD is deprecated.  US35596738

General Code Changes

Added:

• Sync Include List options are driven by General Code CALENDRTYP and affect which Q360 record types will be pushed to the User’s Calendar.  This works in conjunction with User Preferences > Calendar tab.  US38565372
• Added codetype PSUBCAT: Allows user to define selectable Sub Categories on the Product and Product Detail forms.  UR83633747
• URLWHITELIST: Allows User to define “safe” URLs and bypass the “external website” warning for trusted domains, while maintaining security by displaying a warning for all other external links. Warning modal alerts User “You are about to leave Q360 to an external website.” User may click OK in the warning modal and the URL will open in a new browser tab, or NO and the link will not open.  US30613013

Changed:

• EMLTMPLTYP: UserLDView added to ensure dynamic tokens {{TOKENS}} within the EXTUSER template populate correctly.  US9468718

Deprecated:

• STATE: This General Code has been deprecated and moved to its own table.  UR94290365