Difference between revisions of "New Keystone Releases"

Latest revision as of 13:59, 2 August 2026

Release 5.3.3.0 - 7/31/2026

Dispatch Module

Cash Payment Entry

Add support for Pay Class and Fee Paid.

End Of Day

Changed "Check No." column to "Pay Class".

Open Ticket Stack

Add Pay Class and Fee Paid as optional fields.

Order Maintenance

Add "Ext Price" column to the Products grid.

The "Qty Ord" column on the Products grid will now display the correct value for products setup with Auto Qty set to Yes.

Display a mouse-over hint on the VOID checkbox in the History grid that shows the void reason AND the user that voided the ticket.

Ticket Maintenance

Add Pay Class and Fee Paid fields to Payments tab.

Ticket Printing

Add CALC_TOTALPAID field (represents ticket payment amount plus credit card fee payment amount.)

Truck Demand Graph

Now supports up to 10 "Demand Graph" tabs.

Ticketing Module

End Of Day

Changed "Check No." column to "Pay Class".

Order Maintenance

Add "Ext Price" column to the Products grid.

Ticket Printing

Add CALC_TOTALPAID field (represents ticket payment amount plus credit card fee payment amount.)

Tickets Maintenance

Add Pay Class and Fee Paid fields to Payments tab.

Accounts Receivable Module

Base Product Maintenance

New option added to the A/R File Maintenance menu which allows editing of products for all plants at once using Base Product.

Credit Limit Report

UI Issue: "Credit Limit Threshold %" label text cutoff.

Credit Review Report

When the "Minimum Avg Days Difference" is left blank, all invoices will now be included regardless of the "Avg Diff" value for the invoice. Enter zero in this box to exclude invoices with negative "Avg Diff" values (the previous behavior.)

Customers List

UI Issues: Fix Report Type group box cutoff at the bottom with certain visual themes. Adjust height of Report Type group box when visual theme changed.

Inventory Batch List

When printing a Physical Inventory batch, add "Ticket No." column to the report.

Inventory Status Report

All quantity fields will now show four decimal places to match other inventory reports.

Inventory Valuation Report

The "Item Value" column will now show a negative value (instead of zero) when the "Book On Hand" amount is negative.

Invoice Register (Month End)

Add user checkbox to include the Email Status on the report.

Open Ticket Stack

Add Pay Class and Fee Paid as optional fields.

Payment Processor Remittance

New option added to the A/R Month End menu.

Physical Inventory Entry

Add "Ticket No." column to product grid.

Print Invoices

Add "Billing Plant Id" selection.

Sales Tax Report (Month End)

Fix issue where a long Tax Authority Description would overwrite the Tax Rate column on the report.

Open Ticket Stack

Ticket Maintenance

Display a mouse-over hint on the VOID checkbox that shows the void reason AND the user that voided the ticket.

Print Invoices

Re-Print Invoices

Allow printing an unlimited number of TS_TICKET_NO_LIST lines on the form (limited only by form length.)

Handwritten Invoice Entry

Ticket Inquiry

Ticket Maintenance

Add Pay Class and Fee Paid fields to Payments tab.

Accounts Payable Module

Vendors Maintenance

Added field change events for the three fields in the ACH Account Info box on the Pay Info tab.

Cash Management Module

Statement Reconciliation

This option can now only be opened once per user to prevent combining the same deposits twice. (Note that two different users could still potentially combine the same deposits.)

Fix Deposit Amt on the Posting History grid so it doesn't double-add the Fee Chg amount.

General

Company Database

Updated to version 28.11.

Keystone Setup

Add "Keystone Cloud Tunnel" to the Service Applications list.

Reports

When printing a value using one of the WRITTEN formats on a form, use thousand separators (i.e., 12345678 will be printed as 12,345,678.)

Fix issue where the dropdown list for a checkbox group selection item would not show any items after running the report once.

Services

Application Server

Add warning for C/M transaction data errors related to online payments when upgrading the company database.

KServer External AICrete API v2

Added orders endpoint.

Rolled tickets endpoints into batchresults endpoints.

KServer External Quadrel API v2

New API for Quadrel.

KServer External SalesInsight API v2

Reworked endpoints.

Fix performance issue with query in "ticketsbyjob" endpoint.

KServer External SlabStack API v1

New API for Slabstack.

KServer Keystone Online Back Office API

Fix coalesce FeeAmt errors in "CustomerPayment" endpoint.

KServer Windows Client A/R API

Modified master query in "rdmARAllTickets/cdsMaster" endpoint to include pay class, fee amount and fee paid fields.

Keystone REST Server (KServer)

Added maximum simultaneous request limiting by SessionId. Defaults are built-in which can be overridden in the configuration file.

KServer Dispatch API v2

KServer Keystone Online Customer Portal API

Fix vehicle heading and speed fields (should be integers) in "LoadGpsLocation" and "ScheduleOrderLoads" endpoints.

Release 5.3.2.0 - 7/10/2026

Dispatch Module

Void Tickets

Fix EAccessViolation exception when attempting to void a ticket (introduced in 5.2.8.9.)

Quote Module

Quote Maintenance

UI Issue: Widened Quote Id column to show the entire Quote Id.

General

Windows Client

Fix exception "EFCreateError: Cannot create file--The process cannot access the file because it is being used by another process" when loading/saving custom grid layouts.

Services

Device Aggregator

Fix issue where the ticket date was not being used as the Load Date (introduced in 5.3.0.3.)

Fix issue when determining ticket Batch End Date/Time while retrieving batch weights more than 2 hours after the batch started.

KServer Windows Client Device API v2

Modify TicketInfo query in DispatchEvent endpoint to exclude tickets for void/reversed invoices.

Keystone REST Server (KServer)

Add improved version of database event/version manager (coming soon.)

Improve accuracy of client IP address and port when generating log messages for requests made through a Cloudflare tunnel.

Release 5.3.1.0 - 7/2/2026

Dispatch Module

On Hand Inquiry

Fix "EVariantTypeCastError" when the value in the Product Base field is cleared all at once.

UI Issue: Fix "Product Base" label so it isn't cutoff.

Add F4 search to "Product Base" field.

Order Maintenance

Fixed incorrect tab order when tabbing out of Zone field (introduced in 5.3.)

Ticketing Module

On Hand Inquiry

Fix "EVariantTypeCastError" when the value in the Product Base field is cleared all at once.

UI Issue: Fix "Product Base" label so it isn't cutoff.

Add F4 search to "Product Base" field.

Accounts Receivable Module

Products Maintenance

Revert incorrect change of inactive checkbox caption--should be 'Inactive' but was incorrectly changed to 'Active' (introduced in 5.2.8.8.)

Sales Tax Report (Month End)

Add checkbox option to "Include Tax for Begin Balance Invoices."

Void Invoice

Fix exception "EOleException: Unsupported feature" when voiding an invoice (introduced in 5.3.)

Cash Posting Register

Cash Posting Register (Month End)

Fix issue where the Bank Deposit would (sometimes) not be included in the A/R Cash Posting Register (introduced in 4.7.)

Accounts Payable Module

Check Register (Month End)

Add "Session No." sequence option.

Check Register

Check Register (Month End)

The "Disc" column is now called "Disc Taken" and appears after the "Amt Paid" column.

When printing the Summary report, the "Inv Bal" column is no longer printed.

When printing the Detail report, the "Inv Bal" column is no longer totalled.

General

Company Database

Updated to version 28.06.

Windows Client

Fix UI issue on the "Delete Document" dialog where the description next to the checkbox was not visible when using a dark visual theme.

Services

Application Server

When voiding an A/R invoice, use the same Event Link value when reopening the tickets that were in the original tickets.

Device Aggregator

When processing batch results, attempt to determine Load Date using associated Ticket Date, fall back to System Date if no associated ticket is found.

Device Server

ULINK Batch Control: Move logic that generated Load Date when retrieving batch results into Device Aggregator.

Add "KServer" GPS status device.

KServer External AICrete API v1.1

New AICrete API which uses Keystone Relay.

KServer Keystone Online GPS API

New API which accepts truck GPS status information from the Keystone Cloud GPS system.

Keystone REST Server (KServer)

Add ability to send GPS status information to the Device Aggregator.

KServer External AICrete API

KServer External AICrete API v1.1

Modify "tickets" endpoint to ignore sales history tickets that are attached to void/reversal invoices.

Release 5.3.0.0 - 6/17/2026

Dispatch Module

Driver Call-In Report

Add "Customer Name" to the report.

Email Orders

Fix issue where the option takes a very long time to start (introduced in 5.2.3.2.)

Add "Cutoff Date" when selecting orders by customer.

Show "Delv Date" on the order grid.

On Hand Inquiry

New option added to the Dispatch menu which allows you to view a product's On Hand quantity for all plants at once.

Order Maintenance

Fix issue when cancelling an order for a Dispatch Silo Loadout plant, where the dialog that asked for a cancel reason kept appearing over and over.

Fix issue when a silo load-out order is cancelled it still appears on the schedule with a "Cancelled" status instead of being removed from the schedule.

Add an order event when the "Reprice" function is used.

Add "Sales Territory" field.

Add Email To Job and SMS To Job options to Contacts grid.

Schedule

When using the Quick Order function, after entering the Customer Id you no longer have to hit the + button next to the Order Id to begin entering the order.

Orders where there are no more loads remaining to be shipped will now sort to the bottom of the list.

The "Next" column will now show "Last Ld" to indicate that the last load for the order is in progress, and "Filled" to indicate the order is filled but not yet marked as completed.

Indicate that a truck has concrete on-board (returned concrete) when shipping a load by showing the captions for the Qty On Board and the Mix On Board in larger bold red font.

Fix exception "EListError: List index out of bounds" when refreshing the Clocked-In Trucks grid and there are a mix of numeric and non-numeric truck numbers.

Fix issue where the GPS indicator would show for a truck on a load when the last GPS coordinates were recorded as (0,0).

Add "Customer Rating" as optional field on the schedule grid.

Ticket Printing

Send the ticket "Batch Message" field to ULINK batch controls (field #81.)

Add (optional) display of Standard Cost in the Products grid.

Fix incorrect inactive product warning when editing/posting the ticket and one or more products are not listed on the job.

Add "Sales Territory" field.

Truck Demand Graph

Reduce the minimum width and height allowed for the window to allow several demand graphs to fit on the screen at the same time.

Order Maintenance

Ticket Printing

Add "Batch Operator Message" which will be sent to ULINK batch controls (field #81).

Add "Bill As Plant" field.

Ticketing Module

On Hand Inquiry

Now works on Product Base so you can view the On Hand quantity for all plants at once.

Order Maintenance

Add Email To Job and SMS To Job options to Contacts grid.

Order Stack

When using the New Order function, after entering the Customer Id you no longer have to hit the + button next to the Order Id to begin entering the order.

Increase the font size within the Delivery Instructions floating box to improve readability.

Ticket Printing

Send the ticket "Batch Message" field to ULINK batch controls (field #81.)

Fix incorrect inactive product warning when editing/posting the ticket and one or more products are not listed on the job.

Add (optional) display of Standard Cost in the Products grid.

Accounts Receivable Module

A/R Inquiry

Add "Fee Chg G/L" field to the Posting History grid.

Changes to Posting History grid: change "Check Amount" to "Credit Amount", change "Check Applied" to "Payment Applied."

Aged Trial Balance

Add "Credit Manager" selection.

Customer Prices List

Add "Exp Date" field to report.

Customer Prices Maintenance

Add "Exp Date" field to price grid.

Customers Maintenance

Improve column headings in Contacts grid to avoid confusion (for example: Email Order and Email OrdCmp would sometimes both show only "Email Ord" depending on the selected visual theme.)

Add "SMS To Job" checkbox column to Contacts grid.

Add "Credit Manager" field.

Add Email To Job option to Contacts grid.

Add field change events for the customer address fields.

Add function button to switch to A/R Inquiry for the current customer.

Divisions Maintenance

Add Company Info tab to support A/P 1099 by division.

Drivers Maintenance

Add "Start Date" field.

Email Invoices

The "Email BCC" field on the Setup tab will now be remembered from run to run.

Invoiced Tickets List (Month End)

Add Invoice Number to the report and allow sequence/selection on Invoice Number.

Job Prices Maintenance

When adding a product to the job, pull in the "Default Job Mix Id" and "Default Job Mix Year" fields from Product Maintenance.

Add "Description" column to the Auto Products grid.

Add "Sales Territory" field.

Add field change event for the C.O.D. field.

Open Ticket Stack

Add "Bill As Plant" as an optional grid field.

Add Void Reason as a mouse-over hint on the Ticket No. column.

Print Invoices

Add "Posted" indication in session log when invoices are posted.

When separating invoices by division, use the plant from the "Bill As Plant" ticket field (if specified) to determine the division.

Sales Territories List

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

Sales Territories Maintenance

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

Salespeople Maintenance

Add sales territory grid.

Voided Tickets Report

The Ticket Number will now properly show all 7 digits on the report.

A/R Inquiry

Cash Posting

Add "Unit Disc" field to Ticket History grid.

A/R Inquiry

Cash Posting

Job Prices Maintenance

Add Email To Job and SMS To Job options to Contacts grid.

Cash Posting Register

Cash Posting Register (Month End)

The Bank Deposit now correctly reflects the Credit Card Fee charge amount.

Comparative Customer Sales

Customer Sales History

Customer Sales by Job

Customer Sales by Product

Daily Plant Sales

Product Sales

Product Sales History

Product Sales by Customer

Summary Sales

Add "Sales Territory" selection.

Driver Report

Driver Report (Month End)

Add "Driver Name" to the report.

Print Invoices

Re-Print Invoices

When printing the product summary, list the mix product first.

Quote Module

Quote Maintenance

When adding a product to the quote, pull in the "Default Job Mix Id" and "Default Job Mix Year" fields from Product Maintenance.

Add the following quote total calculations: Total Profit, Total CY and Average sale price of Quote (Subtotal / Total Yards.)

Add "margin warning" to Cost Estimator.

Add "Default Tkt/Ord Products" system option.

Add "Sales Territory" field.

Fix issue where the DOT State and Job Identifier fields were not visible on the DOT tab when opened.

Prospect Maintenance

Quote Maintenance

Add Email To Job and SMS To Job options to Contacts grid.

Accounts Payable Module

Email ACH Stubs

The Status column in the grid will now always show the most recent email status.

Select Invoices for Payment

The Payment Method will now appear on the invoices grid and on the "Pay Invoice" form when the A/P Email Forms option is enabled.

On the Pay Invoice dialog you can now change the payment method.

Vendors Maintenance

Add "Division" field to the 1099 Amounts grid.

A/P ACH Export

Re-Export A/P ACH

Add "Force Company Id Uppercase" checkbox to support either mixed case or uppercase Company Id in the export file.

1099 Audit List (Month End)

Federal & State 1099 Export

Add Division selection.

Handwritten Check Entry

Invoice Vouchering

Fix so the first column on the P.O. Receipts, Receipts Distribution and Expense Distribution grids is focused each time the G/L Distributions window is opened (introduced in 5.2.7.4.)

Print Checks

Re-Print Checks

Fix issue where a check would not be printed for an invoice with a Payment Method of "Check" but where the vendor has at least one contact selected for "Email ACH".

Purchase Order Module

Purchase Orders List

Fix issue where purchase order total would double when there was a comment line on the purchase order.

Cash Management Module

Statement Reconciliation

Add "Fee Chg" field to the A/R Posting History grid.

Changes to Posting History grid: change "Check Applied" to "Credit Amount", change "Check Amount" to "Deposit Amt", Deposit Amt now includes Fee Chg amount.

General

Company Database

Updated to version 28.02.

System Menu

Delete user-related role assignments and security options when a user is deleted.

Windows Client

Add events for item rename/merge.

Add (optional) ability to Delete a document previously uploaded.

Services

Application Server

Setup relay server connection info only for the main Keystone server.

Device Server

Send the ticket "Batch Message" field to ULINK batch controls (field #81.)

When sending dispatch notification to Keystone Online, include SMS recipients in the list of Contacts.

Modify the Keystone Online Dispatch Notification for protocol version 2 to send the BusinessId field as a string.

Modify Keystone Online Dispatch Notification device to include Email/SMS to job notification contacts.

Add AR, CT, DC, HI, MO, MT, NV, NH, NJ, NM, NY, OR, PR, SC, TX, UT and WY as supported states for HaulHub.

Add "Keystone Online" batch weight notification device.

KServer External AICrete API v2

New API for AICrete which requires authorization header.

KServer External SalesInsight API v2

New API for SalesInsight.

KServer Keystone Online Customer Portal API

Add "PhoneNumber" and "MobileNumber" fields to "contactlist" endpoint.

KServer Keystone Online Dashboard API

Add "trucks-by-plant", "model/plant-select" and "productcostplant" endpoints.

KServer Keystone Online E-Ticketing API

Add "StartDate" field to "driverlist" endpoint.

KServer Windows Client A/R API

Modify "/rdmARCashRegister/cdsPaymentHistory" endpoint to add FEE_GL field.

Modify "/rdmARCashRegister/cdsDepositHistory" endpoint to add FEE_AMOUNT field.

KServer Windows Client Device API v2

Modify VehicleStatusUpdate query in DispatchEvent endpoint to exclude tickets for void/reversed invoices.

Modify TicketRecipients query in DispatchEvent endpoint to include Email/SMS to job notification contacts.

Keystone REST Server (KServer)

Modify PPTranslateCardConnectCapture method to round the calculated invoice fee amount to 2 decimal places, and to handle rounding errors on the last invoice processed.

Release Notes for Keystone 5.2.x

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

@@ Line 4: / Line 4: @@
 <p><i>NOTE: Items in '''bold type''' are NEW features.</i></p>
-==Build 4.4.3 - 12/12/2023==
+==Release 5.3.3.0 - 7/31/2026==
-===Year-End===
+===Dispatch Module===
+====Cash Payment Entry====
+:'''Add support for Pay Class and Fee Paid.'''
-:'''This version includes updates for A/P and Payroll year-end tax filings as well as 2024 payroll tax changes that are currently available. Please check frequently for further updates.'''
-===Dispatch Module===
+====End Of Day====
+:'''Changed "Check No." column to "Pay Class".'''
+====Open Ticket Stack====
+:'''Add Pay Class and Fee Paid as optional fields.'''
+====Order Maintenance====
+:'''Add "Ext Price" column to the Products grid.'''
+:The "Qty Ord" column on the Products grid will now display the correct value for products setup with Auto Qty set to Yes.
+:'''Display a mouse-over hint on the VOID checkbox in the History grid that shows the void reason AND the user that voided the ticket.'''
+====Ticket Maintenance====
+:'''Add Pay Class and Fee Paid fields to Payments tab.'''
+====Ticket Printing====
+:'''Add CALC_TOTALPAID field (represents ticket payment amount plus credit card fee payment amount.)'''
+====Truck Demand Graph====
-Beginning of Day
+:'''Now supports up to 10 "Demand Graph" tabs.'''
-:Preserve the following tables at the remote site: CCTUSERROLE, CCTEVENT, CCTEVENTTYPE.
-:Preserve the following generators at the remote site: GEN_CCSESSION, GEN_CCEVENTLINK, GEN_CCEVENTTYPEKEY.
-Ticket Printing
-:'''Add new "PRESERVEQUERIES" system option to control whether custom queries are preserved at the remote plant or copied from the office.'''
 ===Ticketing Module===
-Beginning of Day
+====End Of Day====
-:Preserve the following tables at the remote site: CCTUSERROLE, CCTEVENT, CCTEVENTTYPE.
-:Preserve the following generators at the remote site: GEN_CCSESSION, GEN_CCEVENTLINK, GEN_CCEVENTTYPEKEY.
+:'''Changed "Check No." column to "Pay Class".'''
+====Order Maintenance====
+:'''Add "Ext Price" column to the Products grid.'''
+====Ticket Printing====
+:'''Add CALC_TOTALPAID field (represents ticket payment amount plus credit card fee payment amount.)'''
+====Tickets Maintenance====
+:'''Add Pay Class and Fee Paid fields to Payments tab.'''
-Ticket Printing
-:'''Add new "PRESERVEQUERIES" system option to control whether custom queries are preserved at the remote plant or copied from the office.'''
 ===Accounts Receivable Module===
-Prepare Remote Ticketing Data
+====Base Product Maintenance====
-:Include tables CCTQUERY and CCTQUERYFLD.
+:'''New option added to the A/R File Maintenance menu which allows editing of products for all plants at once using Base Product.'''
+====Credit Limit Report====
+:UI Issue: "Credit Limit Threshold %" label text cutoff.
+====Credit Review Report====
+:'''When the "Minimum Avg Days Difference" is left blank, all invoices will now be included regardless of the "Avg Diff" value for the invoice. Enter zero in this box to exclude invoices with negative "Avg Diff" values (the previous behavior.)'''
+====Customers List====
+:UI Issues: Fix Report Type group box cutoff at the bottom with certain visual themes. Adjust height of Report Type group box when visual theme changed.
+====Inventory Batch List====
+:'''When printing a Physical Inventory batch, add "Ticket No." column to the report.'''
+====Inventory Status Report====
+:All quantity fields will now show four decimal places to match other inventory reports.
+====Inventory Valuation Report====
+:The "Item Value" column will now show a negative value (instead of zero) when the "Book On Hand" amount is negative.
+====Invoice Register (Month End)====
+:'''Add user checkbox to include the Email Status on the report.'''
+====Open Ticket Stack====
+:'''Add Pay Class and Fee Paid as optional fields.'''
+====Payment Processor Remittance====
+:'''New option added to the A/R Month End menu.'''
+====Physical Inventory Entry====
+:'''Add "Ticket No." column to product grid.'''
+====Print Invoices====
+:'''Add "Billing Plant Id" selection.'''
+====Sales Tax Report (Month End)====
+:Fix issue where a long Tax Authority Description would overwrite the Tax Rate column on the report.
+====Open Ticket Stack====
+====Ticket Maintenance====
+:'''Display a mouse-over hint on the VOID checkbox that shows the void reason AND the user that voided the ticket.'''
+====Print Invoices====
+====Re-Print Invoices====
+:'''Allow printing an unlimited number of TS_TICKET_NO_LIST lines on the form (limited only by form length.)'''
+====Handwritten Invoice Entry====
+====Ticket Inquiry====
+====Ticket Maintenance====
+:'''Add Pay Class and Fee Paid fields to Payments tab.'''
 ===Accounts Payable Module===
-Audit List
+====Vendors Maintenance====
-:'''Now includes the "1099 Amounts" from vendor maintenance as well as new fields for state information.'''
-:'''Add "TIN Type" and "Account No." fields to the report.'''
+:'''Added field change events for the three fields in the ACH Account Info box on the Pay Info tab.'''
+===Cash Management Module===
+====Statement Reconciliation====
+:This option can now only be opened once per user to prevent combining the same deposits twice. (Note that two different users could still potentially combine the same deposits.)
+:Fix Deposit Amt on the Posting History grid so it doesn't double-add the Fee Chg amount.
+===General===
+====Company Database====
+:Updated to version 28.11.
-Print 1099 Forms
+====Keystone Setup====
-:This option will display a warning if used for tax years 2023 and beyond, since Keystone no longer prints 1099 forms.
-Vendor Maintenance
+:'''Add "Keystone Cloud Tunnel" to the Service Applications list.'''
-:Now requires Tax Id #, Type of TIN and Account No fields to be specified if a 1099 Class is specified.
-===Payroll Module===
-Federal W-2C (Corrections) Export
+====Reports====
-:'''New option added to the Web Portal Export/Filing menu (please contact support if you need to use this.)'''
-Print W-2 Forms
+:When printing a value using one of the WRITTEN formats on a form, use thousand separators (i.e., 12345678 will be printed as 12,345,678.)
-:The dot-matrix/laser W-2 forms have been removed since Keystone no longer prints W-2 forms. However the W-2 Audit List is still available.
-Tax Library
+:Fix issue where the dropdown list for a checkbox group selection item would not show any items after running the report once.
-:'''Updated to version 2024-R1 (FIT, AR, CA, KY, MA states, CA SDI.)'''
-==Build 4.4.2 - 11/28/2023==
 ===Services===
-Keystone REST Server (KServer)
+====Application Server====
-:Windows Client Device API v2: Modify "VehicleStatusUpdate" query in "dispatchevent" endpoint to use projected load LOAD_NO field as the value of the LoadNumber field.
+:'''Add warning for C/M transaction data errors related to online payments when upgrading the company database.'''
+====KServer External AICrete API v2====
-==Build 4.4.1 - 11/10/2023==
+:'''Added orders endpoint.'''
+:'''Rolled tickets endpoints into batchresults endpoints.'''
+====KServer External Quadrel API v2====
+:'''New API for Quadrel.'''
+====KServer External SalesInsight API v2====
+:'''Reworked endpoints.'''
+:Fix performance issue with query in "ticketsbyjob" endpoint.
+====KServer External SlabStack API v1====
+:'''New API for Slabstack.'''
+====KServer Keystone Online Back Office API====
+:Fix coalesce FeeAmt errors in "CustomerPayment" endpoint.
+====KServer Windows Client A/R API====
+:'''Modified master query in "rdmARAllTickets/cdsMaster" endpoint to include pay class, fee amount and fee paid fields.'''
+====Keystone REST Server (KServer)====
+:'''Added maximum simultaneous request limiting by SessionId. Defaults are built-in which can be overridden in the configuration file.'''
+====KServer Dispatch API v2====
+====KServer Keystone Online Customer Portal API====
+:Fix vehicle heading and speed fields (should be integers) in "LoadGpsLocation" and "ScheduleOrderLoads" endpoints.
+==Release 5.3.2.0 - 7/10/2026==
+===Dispatch Module===
+====Void Tickets====
+:Fix EAccessViolation exception when attempting to void a ticket (introduced in 5.2.8.9.)
+===Quote Module===
+====Quote Maintenance====
+:UI Issue: Widened Quote Id column to show the entire Quote Id.
+===General===
+====Windows Client====
+:Fix exception "EFCreateError: Cannot create file--The process cannot access the file because it is being used by another process" when loading/saving custom grid layouts.
+===Services===
+====Device Aggregator====
+:Fix issue where the ticket date was not being used as the Load Date (introduced in 5.3.0.3.)
+:Fix issue when determining ticket Batch End Date/Time while retrieving batch weights more than 2 hours after the batch started.
+====KServer Windows Client Device API v2====
+:Modify TicketInfo query in DispatchEvent endpoint to exclude tickets for void/reversed invoices.
+====Keystone REST Server (KServer)====
+:'''Add improved version of database event/version manager (coming soon.)'''
+:'''Improve accuracy of client IP address and port when generating log messages for requests made through a Cloudflare tunnel.'''
+==Release 5.3.1.0 - 7/2/2026==
 ===Dispatch Module===
-Mix Design Maintenance
+====On Hand Inquiry====
-:Fix product search issues in mix design.
+:Fix "EVariantTypeCastError" when the value in the Product Base field is cleared all at once.
+:UI Issue: Fix "Product Base" label so it isn't cutoff.
+:'''Add F4 search to "Product Base" field.'''
+====Order Maintenance====
+:Fixed incorrect tab order when tabbing out of Zone field (introduced in 5.3.)
+===Ticketing Module===
+====On Hand Inquiry====
+:Fix "EVariantTypeCastError" when the value in the Product Base field is cleared all at once.
+:UI Issue: Fix "Product Base" label so it isn't cutoff.
+:'''Add F4 search to "Product Base" field.'''
-Schedule
-:Fix exception "cdsKey: Cannot perform this operation on a closed dataset" when using the "Quick Ticket" option.
 ===Accounts Receivable Module===
-Product Maintenance
+====Products Maintenance====
-:Fix product search issues in mix design.
+:Revert incorrect change of inactive checkbox caption--should be 'Inactive' but was incorrectly changed to 'Active' (introduced in 5.2.8.8.)
+====Sales Tax Report (Month End)====
+:Add checkbox option to "Include Tax for Begin Balance Invoices."
+====Void Invoice====
+:Fix exception "EOleException: Unsupported feature" when voiding an invoice (introduced in 5.3.)
+====Cash Posting Register====
+====Cash Posting Register (Month End)====
+:Fix issue where the Bank Deposit would (sometimes) not be included in the A/R Cash Posting Register (introduced in 4.7.)
 ===Accounts Payable Module===
-Enter A/P Balances<BR>
+====Check Register (Month End)====
-Handwritten Check Entry<BR>
-Invoice Vouchering
-:Fix foreign key exception when J/C U/M is entered on the distribution screen and then blanked out.
-Print Checks
+:'''Add "Session No." sequence option.'''
-:When errors occur during preview/print the "First Check No." will now be reset properly.
-===Payroll Module===
-Tax Library
+====Check Register====
-:'''Updated to version 2023-R12 (2024 Federal Social Security wage base.)'''
+====Check Register (Month End)====
+:The "Disc" column is now called "Disc Taken" and appears after the "Amt Paid" column.
+:When printing the Summary report, the "Inv Bal" column is no longer printed.
+:When printing the Detail report, the "Inv Bal" column is no longer totalled.
 ===General===
-Form Reports
+====Company Database====
-:When emailing a form using the Email button, do not display the second email dialog.
+:'''Updated to version 28.06.'''
+====Windows Client====
+:Fix UI issue on the "Delete Document" dialog where the description next to the checkbox was not visible when using a dark visual theme.
 ===Services===
-Device Server
+====Application Server====
-:Fix HaulHub Dispatch Event notification device to support all states listed in the 4.4 release notes.
+:When voiding an A/R invoice, use the same Event Link value when reopening the tickets that were in the original tickets.
+====Device Aggregator====
+:'''When processing batch results, attempt to determine Load Date using associated Ticket Date, fall back to System Date if no associated ticket is found.'''
+====Device Server====
+:'''ULINK Batch Control: Move logic that generated Load Date when retrieving batch results into Device Aggregator.'''
+:'''Add "KServer" GPS status device.'''
+====KServer External AICrete API v1.1====
+:'''New AICrete API which uses Keystone Relay.'''
+====KServer Keystone Online GPS API====
+:'''New API which accepts truck GPS status information from the Keystone Cloud GPS system.'''
+====Keystone REST Server (KServer)====
+:'''Add ability to send GPS status information to the Device Aggregator.'''
-==Build 4.4 - 10/13/2023==
-===New Features===
+====KServer External AICrete API====
-System-wide Events
+====KServer External AICrete API v1.1====
-:'''Events have now been added to many entities and across several Keystone modules. There are a few "standard" events which are recorded (when a new entity is added, and when a detail item is added/changed/deleted where applicable.) Please see individual options below for further details. '''
-Online Payments
+:Modify "tickets" endpoint to ignore sales history tickets that are attached to void/reversal invoices.
-:'''Keystone now has the ability to print a QR code and/or a clickable link (PDF) on A/R invoices. When your customer scans the QR code or clicks the link, they have the ability to pay the invoice using a credit card. (Requires CardConnect signup and other configuration. Please contact GivenHansco Support for more information.)'''
-DOT E-Tickets
+==Release 5.3.0.0 - 6/17/2026==
-:'''The following states are now supported for sending tickets to DOT agencies via HaulHub: AL, CA, DE, IA, IL, IN, KS, LA, MA, MD, ME, ND, NE, OH, OK, PA, RI, VA, VT, WA, WV. (It is your responsibility to understand which DOT fields your particular state requires.)'''
 ===Dispatch Module===
-Cash Payment Entry
+====Driver Call-In Report====
-:'''Add order event when a payment is posted.'''
+:'''Add "Customer Name" to the report.'''
+====Email Orders====
+:Fix issue where the option takes a very long time to start (introduced in 5.2.3.2.)
+:'''Add "Cutoff Date" when selecting orders by customer. '''
+:'''Show "Delv Date" on the order grid.'''
+====On Hand Inquiry====
+:'''New option added to the Dispatch menu which allows you to view a product's On Hand quantity for all plants at once.'''
+====Order Maintenance====
+:Fix issue when cancelling an order for a Dispatch Silo Loadout plant, where the dialog that asked for a cancel reason kept appearing over and over.
+:Fix issue when a silo load-out order is cancelled it still appears on the schedule with a "Cancelled" status instead of being removed from the schedule.
+:'''Add an order event when the "Reprice" function is used.'''
+:'''Add "Sales Territory" field.'''
+:'''Add Email To Job and SMS To Job options to Contacts grid.'''
+====Schedule====
+:'''When using the Quick Order function, after entering the Customer Id you no longer have to hit the + button next to the Order Id to begin entering the order.'''
+:'''Orders where there are no more loads remaining to be shipped will now sort to the bottom of the list.'''
+:'''The "Next" column will now show "Last Ld" to indicate that the last load for the order is in progress, and "Filled" to indicate the order is filled but not yet marked as completed.'''
+:'''Indicate that a truck has concrete on-board (returned concrete) when shipping a load by showing the captions for the Qty On Board and the Mix On Board in larger bold red font.'''
+:Fix exception "EListError: List index out of bounds" when refreshing the Clocked-In Trucks grid and there are a mix of numeric and non-numeric truck numbers.
+:Fix issue where the GPS indicator would show for a truck on a load when the last GPS coordinates were recorded as (0,0).
+:'''Add "Customer Rating" as optional field on the schedule grid.'''
+====Ticket Printing====
+:'''Send the ticket "Batch Message" field to ULINK batch controls (field #81.)'''
+:'''Add (optional) display of Standard Cost in the Products grid.'''
-Driver Hours Report
+:Fix incorrect inactive product warning when editing/posting the ticket and one or more products are not listed on the job.
-:'''Add "Sequence Code" report sequence option.'''
-Event Type Maintenance
+:'''Add "Sales Territory" field.'''
-:Option removed from Dispatch File Maintenance menu.
-Order Audit Trail
-:Adjustments made for new events and event types.
-Order Maintenance
+====Truck Demand Graph====
-:Fix issue where plant default tax authority not set properly when adding a new order.
-:'''Use zone from plant default zone when creating new order or when plant is changed.'''
-:'''Set "Priced" field from plant "Force Print Prices" when creating new order or when plant is changed.'''
-:'''Require zone to be entered if associated plant "Force Zone Required" box is checked.'''
-:Fix substantial delay (5-10 seconds) when using the F7 key to switch between the header and product area.
-:'''Add "User Id" column to the ticket history grid.'''
-:'''Add the Void Reason as a hover hint message for void tickets on the ticket history grid.'''
-:'''Add "mins/yd" text next to Pour Rate field to make it clear what the data in this field should be.'''
-:Allow deleting orders that have events.
-:'''Change events are recorded for the following order level fields: Order Status, Delv Date and Time, Spacing, Truck Type, Zone, Slump, Job Id, W/C, Salesperson, Plant Id, P.O., Tax Auth, Plant Mix, Lot, Block, Delivery Inst, Ship To, Cement, % Calcium, % Air, % Hot Water, % Super P, CC Auth Pending, Auth Amt, Ovr Amt, Pour Rate.'''
-:'''Change events are recorded for the following product level fields: Qty Ord, Unit Price, Unit Disc, Load Size.'''
-:'''Change events are recorded for the following load level fields: Ovr Time, Ovr Load Size.'''
-:'''Change events are recorded for the following contact level fields: Email.'''
-Print Orders
+:'''Reduce the minimum width and height allowed for the window to allow several demand graphs to fit on the screen at the same time.'''
-:'''When emailing, the email addresses in the email dialog will now be pre-populated based on the customer/order contacts.'''
-Schedule
-:'''Add "Void Ticket" button to start the option directly from the schedule.'''
-Ticket Printing
+====Order Maintenance====
-:When an error occurs while the ticket is being committed, record the error message as the Void Reason for the ticket.
-:'''Use zone from plant default zone when creating new ticket or when plant is changed.'''
+====Ticket Printing====
-:'''Set "Priced" field from plant "Force Print Prices" when creating new ticket or when plant is changed.'''
-:'''Require zone to be entered if associated plant "Force Zone Required" box is checked.'''
+:'''Add "Batch Operator Message" which will be sent to ULINK batch controls (field #81).'''
-:Keep ticket voided during ticket commit tied to the order so that it will appear on the History tab in Order Maintenance.
+:'''Add "Bill As Plant" field.'''
 ===Ticketing Module===
-Order Maintenance
+====On Hand Inquiry====
-:'''Add Events tab.'''
-:'''Use zone from plant default zone when creating new order or when plant is changed.'''
-:'''Set "Priced" field from plant "Force Print Prices" when creating new order or when plant is changed.'''
-:'''Require zone to be entered if associated plant "Force Zone Required" box is checked.'''
-:Allow deleting orders that have events.
-:'''Change events are recorded for the following order level fields: Delv Date and Time, Spacing, Zone, Slump, Job Id, W/C, Salesperson, Plant Id, P.O., Tax Auth, Lot, Block, Delivery Inst, Ship To.'''
-:'''Change events are recorded for the following product level fields: Qty Ord, Unit Price, Unit Disc.'''
-:'''Change events are recorded for the following contact level fields: Email.'''
-Print Orders
+:'''Now works on Product Base so you can view the On Hand quantity for all plants at once.'''
-:'''When emailing, the email addresses in the email dialog will now be pre-populated based on the customer/order contacts.'''
+====Order Maintenance====
+:'''Add Email To Job and SMS To Job options to Contacts grid.'''
+====Order Stack====
+:'''When using the New Order function, after entering the Customer Id you no longer have to hit the + button next to the Order Id to begin entering the order.'''
+:'''Increase the font size within the Delivery Instructions floating box to improve readability.'''
+====Ticket Printing====
+:'''Send the ticket "Batch Message" field to ULINK batch controls (field #81.)'''
+:Fix incorrect inactive product warning when editing/posting the ticket and one or more products are not listed on the job.
+:'''Add (optional) display of Standard Cost in the Products grid.'''
-Ticket Printing
-:When an error occurs while the ticket is being committed, record the error message as the Void Reason for the ticket.
-:'''Use zone from plant default zone when creating new ticket or when plant is changed.'''
-:'''Set "Priced" field from plant "Force Print Prices" when creating new ticket or when plant is changed.'''
-:'''Require zone to be entered if associated plant "Force Zone Required" box is checked.'''
 ===Accounts Receivable Module===
-Aged Trial Balance
+====A/R Inquiry====
-:'''Add ability to enter a Minimum A/R Balance to filter out customers whose A/R Balance is below the minimum.'''
+:'''Add "Fee Chg G/L" field to the Posting History grid.'''
+:'''Changes to Posting History grid: change "Check Amount" to "Credit Amount", change "Check Applied" to "Payment Applied."'''
+====Aged Trial Balance====
-Cash Posting<BR>
+:'''Add "Credit Manager" selection.'''
-Cash Posting Register
-:'''Allowance Code field length increased to 10 characters.'''
-Credit Card Pre-Approval
-:Updated to use the new system-wide events.
-Customer Maintenance
+====Customer Prices List====
-:'''Add Events tab.'''
-:'''Change events are recorded for the following customer level fields: Credit Limit, Salesperson, Customer Class, Credit Terms, Price Group, Division #, Credit Status, (Print) Prices, (Print) Weights, Tax Authority, Tax Id #.'''
-:'''Change events are recorded for the following contact level fields: Email.'''
-Customer Price Maintenance
+:'''Add "Exp Date" field to report.'''
-:'''Add Events tab.'''
-:'''Change events are recorded for the following fields: Zone, Product Class, Plant Id, Product Id, Qty Level, Cust Price, Cust Disc, Pend Price, Pend Date.'''
-:Remove Customer Maintenance security requirements for adding new prices and deleting prices.
-Driver List
-:'''Add "License Type" field and "Sequence Code" report sequence option.'''
-Driver Maintenance
+====Customer Prices Maintenance====
-:'''Add "License Type" and "Sequence Code" fields.'''
-Driver Productivity Report
+:'''Add "Exp Date" field to price grid.'''
-:'''Add "Sequence Code" report sequence option.'''
-Group Price Maintenance
-:'''Add Events tab.'''
-:'''Change events are recorded for the following fields: Zone, Product Class, Plant Id, Product Id, Qty Level, Group Price, Group Disc, Pend Price, Pend Date.'''
-Job Price Maintenance
+====Customers Maintenance====
-:'''Add "Src" (price source) column to products grid.'''
-:'''Add "DOT Job Mix Year" column to products grid.'''
-:'''Add Events tab.'''
-:'''Change events are recorded for the following job level fields: Job From/To, Credit Terms, Tax Authority, Ship To, Delivery Inst, Customer P.O.'''
-:'''Change events are recorded for the following DOT level fields: State, Project Id, Job Identifier.'''
-:'''Change events are recorded for the following product level fields: Unit Price, Unit Disc, Qty Ord, Load Size, Pend Price, Pend Date, Description, DOT Job Mix Id, DOT Job Mix Year.'''
-:'''Change events are recorded for the following contact level fields: Email.'''
-Job Prices List
+:'''Improve column headings in Contacts grid to avoid confusion (for example: Email Order and Email OrdCmp would sometimes both show only "Email Ord" depending on the selected visual theme.)'''
-:'''When emailing, the email addresses in the email dialog will now be pre-populated based on the customer/quote contacts.'''
-Owner List<BR>
+:'''Add "SMS To Job" checkbox column to Contacts grid.'''
-Owner Maintenance
-:'''Add "Insurance Exp" field.'''
-Plant Maintenance
+:'''Add "Credit Manager" field.'''
-:'''Add "Zone" to Defaults tab.'''
-:'''Add "Force Print Prices" to Ticketing tab.'''
-:'''Add "Force Zone Required" to Ticketing tab.'''
-Product Maintenance
+:'''Add Email To Job option to Contacts grid.'''
-:When adding/editing a mix design, use the "Mix Design U/M" as the unit of measure for the ingredient if specified.
-:'''Add Events tab.'''
-:'''Change events are recorded for the following product level fields: Stocked, List Price, Product Type, Ingredient Type, Subtype, Sales G/L, Cost of Sales G/L, A/P Clearing G/L, Inventory G/L, Production Out G/L, Production In G/L, Recon Group, % Air, Slump, Mixer Time, Max Load Size, Std Cost, Pend Price, Pend Date, Description, U/M, Mix Design U/M, Batch U/M, Specific Gravity, Product Class.'''
-:'''Change events are recorded for the following component (mix ingredient) level fields: Qty per Unit, U/M.'''
-Sales Inquiry
+:'''Add field change events for the customer address fields.'''
-:Use stored extended price for the "Ext Price" column on the ticket detail grid (instead of recalculating.)
-Ticket Maintenance
+:'''Add function button to switch to A/R Inquiry for the current customer.'''
-:'''Use zone from plant default zone when creating new ticket or when plant is changed.'''
-:'''Require zone to be entered if associated plant "Force Zone Required" box is checked.'''
-:Show descriptive message when user tries to delete ticket with batch weights and disallow the delete.
-===Inventory Module===
-Inventory Reconciliation
+====Divisions Maintenance====
-:Fix the re-reconcile warning so it includes the As Of Date when checking transactions.
+:'''Add Company Info tab to support A/P 1099 by division.'''
+====Drivers Maintenance====
+:'''Add "Start Date" field.'''
+====Email Invoices====
+:'''The "Email BCC" field on the Setup tab will now be remembered from run to run.'''
+====Invoiced Tickets List (Month End)====
+:'''Add Invoice Number to the report and allow sequence/selection on Invoice Number.'''
+====Job Prices Maintenance====
+:'''When adding a product to the job, pull in the "Default Job Mix Id" and "Default Job Mix Year" fields from Product Maintenance.'''
+:'''Add "Description" column to the Auto Products grid.'''
+:'''Add "Sales Territory" field.'''
+:'''Add field change event for the C.O.D. field.'''
+====Open Ticket Stack====
+:'''Add "Bill As Plant" as an optional grid field.'''
+:'''Add Void Reason as a mouse-over hint on the Ticket No. column.'''
+====Print Invoices====
+:'''Add "Posted" indication in session log when invoices are posted.'''
+:'''When separating invoices by division, use the plant from the "Bill As Plant" ticket field (if specified) to determine the division.'''
+====Sales Territories List====
+:'''New option added to the A/R File List menu.'''
+====Sales Territories Maintenance====
+:'''New option added to the A/R File Maintenance menu.'''
+====Salespeople Maintenance====
+:'''Add sales territory grid.'''
+====Voided Tickets Report====
+:The Ticket Number will now properly show all 7 digits on the report.
+====A/R Inquiry====
+====Cash Posting====
+:'''Add "Unit Disc" field to Ticket History grid.'''
+====A/R Inquiry====
+====Cash Posting====
+====Job Prices Maintenance====
+:'''Add Email To Job and SMS To Job options to Contacts grid.'''
+====Cash Posting Register====
+====Cash Posting Register (Month End)====
+:The Bank Deposit now correctly reflects the Credit Card Fee charge amount.
+====Comparative Customer Sales====
+====Customer Sales History====
+====Customer Sales by Job====
+====Customer Sales by Product====
+====Daily Plant Sales====
+====Product Sales====
+====Product Sales History====
+====Product Sales by Customer====
+====Summary Sales====
+:'''Add "Sales Territory" selection.'''
+====Driver Report====
+====Driver Report (Month End)====
+:'''Add "Driver Name" to the report.'''
+====Print Invoices====
+====Re-Print Invoices====
+:'''When printing the product summary, list the mix product first.'''
 ===Quote Module===
-Quote Maintenance
+====Quote Maintenance====
-:'''Add an event when quote is emailed or printed.'''
-:'''Add "Src" (price source) column to products grid.'''
+:'''When adding a product to the quote, pull in the "Default Job Mix Id" and "Default Job Mix Year" fields from Product Maintenance.'''
-:'''Add "DOT Job Mix Year" column to products grid.'''
-:'''Add Events tab.'''
+:'''Add the following quote total calculations: Total Profit, Total CY and Average sale price of Quote (Subtotal / Total Yards.)'''
-:'''Change events are recorded for the following job level fields: Job Starts, Job Ends, Quote Expires, Credit Terms, Tax Authority, Ship To, Delivery Inst, Customer P.O., Follow Up On, Won/Lost, Rating, Reason Code, Compete Bid, Competitor.'''
-:'''Change events are recorded for the following DOT level fields: State, Project Id, Job Identifier.'''
+:'''Add "margin warning" to Cost Estimator.'''
-:'''Change events are recorded for the following product level fields: Unit Price, Unit Disc, Qty Ord, Load Size, Pend Price, Pend Date, Description, DOT Job Mix Id, DOT Job Mix Year.'''
-:'''Change events are recorded for the following contact level fields: Email.'''
+:'''Add "Default Tkt/Ord Products" system option.'''
+:'''Add "Sales Territory" field.'''
+:Fix issue where the DOT State and Job Identifier fields were not visible on the DOT tab when opened.
+====Prospect Maintenance====
+====Quote Maintenance====
+:'''Add Email To Job and SMS To Job options to Contacts grid.'''
-Print Quotes
-:'''When emailing, the email addresses in the email dialog will now be pre-populated based on the prospect/customer/quote contacts.'''
 ===Accounts Payable Module===
-Handwritten Check Entry<BR>
+====Email ACH Stubs====
-Invoice Vouchering
-:'''Add "Qty" and "U/M" fields to J/C section of expense distribution and receipts distribution grids.'''
+:The Status column in the grid will now always show the most recent email status.
-:'''When J/C Trx Type is changed on the expense distributions grid, pull in the J/C Unit of Measure from the transaction type.'''
+====Select Invoices for Payment====
+:The Payment Method will now appear on the invoices grid and on the "Pay Invoice" form when the A/P Email Forms option is enabled.
+:'''On the Pay Invoice dialog you can now change the payment method.'''
+====Vendors Maintenance====
+:'''Add "Division" field to the 1099 Amounts grid.'''
+====A/P ACH Export====
+====Re-Export A/P ACH====
+:'''Add "Force Company Id Uppercase" checkbox to support either mixed case or uppercase Company Id in the export file.'''
+====1099 Audit List (Month End)====
+====Federal & State 1099 Export====
+:'''Add Division selection.'''
+====Handwritten Check Entry====
+====Invoice Vouchering====
+:Fix so the first column on the P.O. Receipts, Receipts Distribution and Expense Distribution grids is focused each time the G/L Distributions window is opened (introduced in 5.2.7.4.)
+====Print Checks====
+====Re-Print Checks====
-Invoice Batch List
+:Fix issue where a check would not be printed for an invoice with a Payment Method of "Check" but where the vendor has at least one contact selected for "Email ACH".
-:'''Add "Qty" and "U/M" fields to J/C detail section.'''
-Vendor Maintenance
-:'''Add "Email P.O." option on the Contacts grid.'''
 ===Purchase Order Module===
-Print Purchase Orders
+====Purchase Orders List====
-:'''When emailing, the email addresses in the email dialog will now be pre-populated based on the vendor contacts.'''
+:Fix issue where purchase order total would double when there was a comment line on the purchase order.
-Purchase Order Maintenance
-:The "Ordered" field can no longer be left blank.
-Purchase Receipt Entry<BR>
+===Cash Management Module===
-Purchase Receipt Maintenance
-:'''Add date protection for "Date Rcvd" field.'''
-:The "Date Rcvd" can no longer be left blank.
-Setup Periods
+====Statement Reconciliation====
-:'''New option added to Purchase Order Setup/Utilities menu.'''
-===General Ledger Module===
+:'''Add "Fee Chg" field to the A/R Posting History grid.'''
-Account Maintenance
+:'''Changes to Posting History grid: change "Check Applied" to "Credit Amount", change "Check Amount" to "Deposit Amt", Deposit Amt now includes Fee Chg amount.'''
-:'''Add Events tab.'''
-:'''Change events are recorded for the following fields: G/L Group, Sequence, Acct Class, Company No., Division No., Acct Type, Debit/Credit, Intra Co., Valid From, Valid To.'''
-===Payroll Module===
-Employee Maintenance
+===General===
-:'''Add "License #" field.'''
-Tax Library
+====Company Database====
-:'''Updated to version 2023-R11 (IN, OH states.)'''
+:'''Updated to version 28.02.'''
+====System Menu====
+:'''Delete user-related role assignments and security options when a user is deleted.'''
-===General===
-Batch Maintenance
+====Windows Client====
-:Fix calculation for the Adjust Batch Dates dialog when the day is the same but the month and the year are different.
-DataScope<BR>
+:'''Add events for item rename/merge.'''
-Query Export
-:When running multi-company query, update the "Records Affected" column as soon as a company finishes processing.
-System Menu
+:'''Add (optional) ability to Delete a document previously uploaded.'''
-:Fix Keystone News home page so the Contact Us and Quick Support links work correctly with the new GivenHansco website.
-:'''Add "Release Locked A/P Invoices" option to System Maintenance menu.'''
-:Keystone News now uses the same web browser as the Dispatch Map, which should solve issues on Windows 11.
-Windows Client
-:Fix Help->Quick Support to work correctly with the new GivenHansco website.
 ===Services===
-Device Server
+====Application Server====
-:'''Finalized Holcim Cement dispatch notification device.'''
-:'''Add several new fields to HaulHub dispatch event notification device.'''
+:Setup relay server connection info only for the main Keystone server.
-Keystone REST Server (KServer)
+====Device Server====
-:Add datatables "dotstates", "dothints" and "dotmatclass".
-:Fix datatable parsing to properly represent null values.
+:'''Send the ticket "Batch Message" field to ULINK batch controls (field #81.)'''
-:Keystone Online Customer Portal API: Add "HPPInvoice" endpoint to support QR/clickable links on Keystone invoices.
-:Windows Client System Device API 2: Add several new fields needed by HaulHub to "dispatchevent" endpoint.
+:'''When sending dispatch notification to Keystone Online, include SMS recipients in the list of Contacts.'''
-:Windows Client System Lookup API: Add endpoints "rdmCCDOT/cdsStateHintLookup" and "rdmCCDOT/cdsStateLookup."
-:Windows Client System Methods API: Add "getnexteventlink" endpoint.
+:'''Modify the Keystone Online Dispatch Notification for protocol version 2 to send the BusinessId field as a string.'''
+:'''Modify Keystone Online Dispatch Notification device to include Email/SMS to job notification contacts.'''
+:'''Add AR, CT, DC, HI, MO, MT, NV, NH, NJ, NM, NY, OR, PR, SC, TX, UT and WY as supported states for HaulHub.'''
+:'''Add "Keystone Online" batch weight notification device.'''
+====KServer External AICrete API v2====
+:'''New API for AICrete which requires authorization header.'''
+====KServer External SalesInsight API v2====
+:'''New API for SalesInsight.'''
+====KServer Keystone Online Customer Portal API====
+:'''Add "PhoneNumber" and "MobileNumber" fields to "contactlist" endpoint.'''
+====KServer Keystone Online Dashboard API====
+:'''Add "trucks-by-plant", "model/plant-select" and "productcostplant" endpoints.'''
+====KServer Keystone Online E-Ticketing API====
+:'''Add "StartDate" field to "driverlist" endpoint.'''
+====KServer Windows Client A/R API====
+:'''Modify "/rdmARCashRegister/cdsPaymentHistory" endpoint to add FEE_GL field.'''
+:'''Modify "/rdmARCashRegister/cdsDepositHistory" endpoint to add FEE_AMOUNT field.'''
+====KServer Windows Client Device API v2====
+:Modify VehicleStatusUpdate query in DispatchEvent endpoint to exclude tickets for void/reversed invoices.
+:'''Modify TicketRecipients query in DispatchEvent endpoint to include Email/SMS to job notification contacts.'''
+====Keystone REST Server (KServer)====
+:Modify PPTranslateCardConnectCapture method to round the calculated invoice fee amount to 2 decimal places, and to handle rounding errors on the last invoice processed.
 ----
+[[Release Notes for Keystone 5.2.x]]
+[[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]]

Difference between revisions of "New Keystone Releases"

Latest revision as of 13:59, 2 August 2026

Contents

Release 5.3.3.0 - 7/31/2026

Dispatch Module

Cash Payment Entry

End Of Day

Open Ticket Stack

Order Maintenance

Ticket Maintenance

Ticket Printing

Truck Demand Graph

Ticketing Module

End Of Day

Order Maintenance

Ticket Printing

Tickets Maintenance

Accounts Receivable Module

Base Product Maintenance

Credit Limit Report

Credit Review Report

Customers List

Inventory Batch List

Inventory Status Report

Inventory Valuation Report

Invoice Register (Month End)

Open Ticket Stack

Payment Processor Remittance

Physical Inventory Entry

Print Invoices

Sales Tax Report (Month End)

Open Ticket Stack

Ticket Maintenance

Print Invoices

Re-Print Invoices

Handwritten Invoice Entry

Ticket Inquiry

Ticket Maintenance

Accounts Payable Module

Vendors Maintenance

Cash Management Module

Statement Reconciliation

General

Company Database

Keystone Setup

Reports

Services

Application Server

KServer External AICrete API v2

KServer External Quadrel API v2

KServer External SalesInsight API v2

KServer External SlabStack API v1

KServer Keystone Online Back Office API

KServer Windows Client A/R API

Keystone REST Server (KServer)

KServer Dispatch API v2

KServer Keystone Online Customer Portal API

Release 5.3.2.0 - 7/10/2026

Dispatch Module

Void Tickets

Quote Module

Quote Maintenance

General

Windows Client

Services

Device Aggregator

KServer Windows Client Device API v2

Keystone REST Server (KServer)

Release 5.3.1.0 - 7/2/2026

Dispatch Module

On Hand Inquiry

Order Maintenance

Ticketing Module

On Hand Inquiry

Accounts Receivable Module

Products Maintenance

Sales Tax Report (Month End)

Void Invoice

Cash Posting Register

Cash Posting Register (Month End)