Evosus Card Services Now Includes EMV Capability
Magnetic-stripe credit cards have been around since the 1960s and use the same technology as cassette tapes. The United States is actually one of the last countries on the planet that is still using them, and it is one of the reasons why the US leads the world in credit card fraud.
In an effort to catch up with the rest of the world, two technologies are quickly becoming the standard in credit card processing: EMV and NFC. Both of these technologies are much more secure than the old magnetic stripe credit cards.
We are proud to announce that through a partnership with OpenEdge, Evosus Card Services has been upgraded to allow both EMV and NFC credit card processing.
What is dipping and tapping?
EMV (dip)EMV, or chip cards, have been around since the 1980s, and are accepted throughout the world.Chip cards have encryption built right into the card. Insert the credit card into the card reader terminal (this is called dipping), and the computer chip inside the credit card communicates with the card reader. This communication is encrypted, which is why the transaction takes a little longer to authorize than an old magnetic stripe credit card.Most chip cards also have a magnetic stripe on the back, but if you process a transaction using the magnetic stripe, you are using the older, less secure method of processing the transaction.
NFC (tap)NFC, or near field communication, allows credit cards, and smartphones to communicate with a card reader/payment terminal when they are in close proximity.An NFC credit card is equipped with an RFID chip (radio frequency identification chip). Hold the credit card near the card reader terminal (this is called tapping), and the credit card communicates wirelessly with the card reader.NFC also includes mobile payments like Apple Pay, Android Pay, and Samsung Pay. More and more people are paying for things using mobile payments.
What does this mean to your business?
- You need new card reader terminals that accept EMV and NFC credit cards - With new card reader terminals, you can accept more secure forms of payment. This protects both you and your customers. The new card reader terminals must be either purchased or leased through OpenEdge, because a specific software must be installed on each card reader terminal. These new card reader terminals are set up by OpenEdge during the upgrade process.
- You do not store credit card information in your database - When you put a card on file after the upgrade, the customer's credit card information is sent to OpenEdge. OpenEdge validates and saves the credit card information, and returns a token that is saved on your database. This token is used instead of the credit card information when a transaction is processed. Since OpenEdge stores the customer's credit card information, you get to shift the liability to OpenEdge. As part of the upgrade process, all existing card on file information is also tokenized
How do you set up Evosus Card Services?
Setting up Evosus Card Services is part of the upgrade process.
Decline Minimizer from OpenEdge is a free service that automatically updates expired and outdated card information. For example, if a credit card on file expires, Decline Minimizer automatically updates the credit card information and processes the transaction. You can sign up for this free service when you set up your merchant account with OpenEdge.
- Automatically works on all credit card transactions: Decline Minimizer automatically works on all credit card transactions processed in Evosus. For example, if you accept a credit card payment in POS using a card on file that is out of date, Decline Minimizer will automatically update the credit card information while processing the payment.
- Manually update credit card information: You can also manually update card on file information using the Update From Decline Minimizer button (Customer > Open a customer with a card on file > Preview tab > Card On File button > Update From Decline Minimizer button).
Once you're set up, you can do the following...
- Process a credit card transaction
- Process a refund
- Add a card on file
- Force Authorization: An offline/force authorization transaction is a transaction where you use a phone to verify the credit card information and authorize the transaction. You then enter the authorization number into POS and complete the transaction. You need to process an off-line/force authorization transaction if either of the following is true: you are instructed to ‘Call Issuer’ in the response of a transaction, or your internet connection is down, so processing a normal transaction is impossible.
We have made several enhancements to RGAs in this release.
You can now update the quantity on manually created RGA items
Double click on an item on the Items tab when creating or updating an RGA, and then change the amount in the Quantity field. You can only change the quantity on items that were manually added to an RGA.
To see if an item was manually added to an RGA, refer to the Origin field at the top of the RGA Line Update screen, or use the new Origin column on the Items tab when creating or updating an RGA.
You can now change the unit of measure on RGA items
In previous releases, the unit of measure set up on the vendor was used on the item when it was added to the RGA. You can now change the unit of measure on RGA items. For example, if you receive items from the vendor in cases of 12 but sell the items individually, you can now create an RGA for two damaged units instead of the entire case of 12.
We improved the Search RGAs screen to make it is easier to find and update RGAs
The following enhancements have been made to the Return Goods Authorization Search screen (Administration > Inventory > Return Goods Authorization > Search RGAs).
- RGAs display when screen opens: All RGAs with a status of Open now appear when the screen is opened.
- Improved search: You can now use the Search field to search any of the columns on the screen. For example, enter a vendor name or customer name and then click Refresh to quickly locate a specific RGA. You can also search by entering only a portion of the information. For example, enter the customer's last name, the last 3 digits of the tag number, or the first 3 letters of the vendor name.
- Use the new right click menu to quickly perform any task on an RGA: Right click on an RGA in the lower portion of the screen to quickly perform a task. For example, right click on an RGA and select Change Status - Send from the new right click menu to change the status of the RGA to Sent.
- Use the right click menu to quickly change the status of several RGAs at once: Hold CTRL or SHIFT to highlight multiple RGAs, right click on the menu, and select a status. For example, you can use this new feature to quickly change the status of several RGAs to Sent.
- Vendor drop down: Only vendors with an open RGA appear in the Vendor drop down field when Open is selected at the top of the screen.
Was an RGA item automatically or manually created?
There are two ways to create an RGA: manually or automatically. An Origin column has been added to the Items tab of the RGA screen (Administration > Inventory > Return Goods Authorization > Search RGAs > Open an RGA > Items tab) to display how the RGA was created. This is helpful when tracking down issues or trying to determine how the items will post.
Australia/Canada - You can now apply tax to debit memo RGA receipts
When you apply tax to a debit memo RGA receipt, the RGA receipt is created for the tax exclusive portion of the debit memo and the total amount of the debit memo appears on the Sales Tax Due Report. This only applies to Australian and Canadian clients.
#1 Create and send an RGA for $100.
- This debits Accounts Receivable for $100.
#2 Enter a debit memo for $110, and apply the GST tax (10%).
- This debits Accounts Payable for $110, credits AR for $100, and credits GST Paid for $10.#3 The RGA receipt is created for $100, not $110.
- In previous versions, the RGA receipt was created for $110, leaving a $10 balance that needed to be force closed.
We updated the colors on several screens
We updated the colors on several screens in the application.
- Customer screen (Customer > Open a customer)
- Sales Order (Customer > Open a customer > Sales Order tab > Add button)
- New Bill screen (Administration > Accounting > Accounts Payable > Enter Bill)
| ||An AR Invoice can no longer be created with a date prior to the date that the items were received in inventory.|
|AR Aging Report||Corrected an issue where a RGA receipt that was force closed was not removed from the AR Aging Report on the same day as the general ledger, which meant the report and the GL did not tie out.|
|Balance Sheet||When you check the Exclude Accounts that are Zero box, a GL account with a zero dollar balance will still display on the report if it has a budget. This change was also implemented on the Trial Balance.|
Budgets are added using the Add Budget option (Administration > Accounting > Accounting Desk > Budgeting > Add Budget).
|Bank Register||The Accounting Period field now defaults to the current accounting period.|
|Chart of Accounts||You can now import your chart of accounts from an MS Excel or OpenOffice spreadsheet (Administration > Accounting > General Setup > Chart of Accounts - Import from Spreadsheet). The imported GL accounts appear on the screen, and then you can drag and drop the accounts into the correct categories/subfolders. The imported GL accounts are not automatically assigned to a category, or subfolder. You must manually assign them.|
|Customer Deposit Liability Report||Corrected an issue where transactions were not being removed from the Customer Deposit Liability report on the same day as the general ledger, which meant the report and the GL did not tie out.|
Transactions are now removed from the GL and the Customer Deposit Liability Report on the same day.
|General Ledger Report||Fixed an issue where the General Ledger Report was not including the clickable link and transaction details when an AR deposit opening balance was entered using the Product Setup Tool.|
|Trial Balance||When you check the Exclude Accounts that are Zero box, a GL account with a zero dollar balance will still display on the report if it has a budget. This change was also implemented on the Balance Sheet.|
Budgets are added using the option Add Budget (Administration > Accounting > Accounting Desk > Budgeting > Add Budget).
|Vendor||A W-9 on File box has been added to the Options tab of the Vendor screen (Administration > Accounting > Accounts Payable > Search Vendors > Open a vendor).|
Check this box to confirm that you have received a W-9 from a vendor.
The 1099 Vendor Report has also been updated to include the W-9 on File box.
|Add Lead or Customer||If you have not set up a default customer type, nothing will now populate in the customer Type field when creating a new lead/customer. In previous releases, the Type field would default to the customer type with an ID of 1 if a default customer type was not set up.|
A default customer type is set up using the Customer Types screen (Administration > Accounting > General Setup > Customer Types > Open a customer type > Default to this customer type... field).
|Customer screen||The Expected Date column on the Preview tab of the Customer screen now displays the expected date of the item (Customer > Open a customer > Preview tab).|
In previous versions, this column displayed the expected date of the PO.
|New Credit Memo||When manually creating a new credit memo, you cannot select a credit memo reason that is set up as an accounting default.|
•Credit memos can be manually created using the Credit Memos tab on the Customer screen (Customer > Open a customer > Credit Memos tab > Add button).
•Credit memo reasons are set up as accounting defaults using the Reasons tab on the Accounting Defaults screen (Administration > Accounting > General Setup > Accounting Defaults).
|Cinderella, Inc.||We have created an integration for Cinderella, Inc. that has the following features:|
|Purchase Orders screen||The PO Expect column now correctly displays the expected date of the PO item. In previous versions, this column displayed the expected date of the PO, not the PO item.|
To open the Purchase Orders screen, go to Inventory> Click PO button.
|Reorder Alerts||Corrected an issue where reorder alerts from a purchase order was not factoring in existing PO quantity.|
|Stock Adjustment||When entering a stock adjustment on an inventory item where Enforce Serial Number Tracking - On Receive is checked, the application now enforces the following: you must enter a serial number, and you can only transact one serial number at a time.|
|Adding task to a job||Corrected an issue where the quadrant was not automatically populating on the task if the address had a ZIP + 4 format.|
Tasks can be added to a job using the Schedule tab of the Job screen (Administration > Job Costing > Search Jobs > Open a job > Schedule tab). Zip codes are added to quadrants using Quadrant Postal Codes (Administration > Service and Delivery > General Setup > Quadrant Postal Codes).
|Materials tab on the Job screen||When adding new inventory items to a job using the Materials tab on the Job screen, the system will select the correct inventory stock site based on the store set up on the job and the store stock site relationships (Administration > System > Stores > Store Stock Site Relationships).|
This change only affects new materials that are added to the job. Existing materials added to the job will not be affected. For example, if you change your store stock site relationships, the materials that have already been set up on the job will not be affected.
|The icons in the Administration> Job Costing tree menu have been updated so that they are consistent with the rest of the application.|
|Edit an existing maintenance contract||Corrected an issue where an "Error Number 381 Invalid Property array index" messages appeared when making changes to the schedule details of a maintenance contract (Administration > Maintenance Contracts > Search Contracts > Open a contract > Schedule Details tab).|
Point Of Sale
|Select Customer For Sale||When selecting a customer in POS, inactive customers are now displayed in blue text in the grid, and INACTIVE appears in the Active column.|
|1099 Vendor||Yes will appear in the W9 on File field if the new W9 on File box is checked on the vendor (Administration > Accounting > Accounts Payable > Search Vendors > Open a vendor).|
|Daily Cash Summary Report||The Daily Cash Summary Report has been removed from the application. This report could be assessed from POS (Daily Store Cash Worksheet button) and the Administration menu (Administration > Reports > Accounting > Banking > Daily Cash Summary).|
After upgrading to version 6.5, use the Cash Drawer Activity report instead. You can run this report by clicking Cash Drawer Activity Report on the Open/Close Cash Drawer screen when opening or closing a cash drawer.
|Item Dump||Since the report can only be exported to a spreadsheet, the Print To Screen and Print To Printer buttons have been removed from the Print Options tab, and the Print To Screen and Print to Printer buttons have been disabled in the lower portion of the screen.|
|Overall Performance Report||There have been several corrections and enhancements to this report.|
•The report now accurately calculates invoice amounts.
•When filtering the report by a specific date range, the report now includes the correct sales amounts.
•Canceled orders are no longer included on the report.
•Service orders are now separated into warranty and non-warranty sections.
•POS transactions are now separated into a POS sales and POS returns section.
•The totals no longer include tax.
•The calculations have been adjusted to use invoice amounts to align with the financial reports.
|Physical Count List (All Items)||Corrected an issue where items with a quantity that is a decimal value were being rounded to a whole number. For example, an item with a quantity of .5 was being rounded up to 1. The report has been enhanced to display the decimal quantity.|
|Revenue Register||When previewing the report, the title of the screen was Invoice Register.|
To run the Revenue Register Report, go to Administration > Reports > Sales > Orders and Invoices > Revenue Register.
|Corrected a rounding issue with the Gross Revenue column on the report.|
|Sales Tax Due - Cash Basis||Payments that were not taxed were appearing on the report when GST was applied using the Profile tab of the New Bill screen (Administration > Accounting > Accounts Payable > Enter Bill). This applied to debit memos and vendor bills.|
Only the GST Paid debit memo and payment now appears on the report.
|Sales Manager||Corrected an issue where a Runtime O error would display when selecting multiple on the Orders tab using the CTRL key.|
|Search Schedule – Dispatch View||Fixed the Dispatch View (Administration > Service and Delivery > Search Schedule – Dispatch View) so that the color of the tasks alternates, and you can click on a task to view the task details.|
| ||Corrected an issue where the title of a tab did not fit on the tab when the tab was selected. This affected several tabs and several screens in the application.|
| ||Clicking Exit Evosus on the lock now exits the application, even if there are pending changes.|
|Create a new employee|
Automatically create a tech when manually creating new employeeWhen creating a new employee, check the Employee can perform service and delivery tasks box to automatically create a new tech using the employee's first and last name. The new tech is automatically associated with the new employee, and it is assigned the default hours set up using the Service Hours tab on the Administration - Service and Delivery screen (Administration > Service and Delivery > General Setup > Techs).•Techs are created and maintained using the Techs tab on the Administration - Service and Delivery screen (Administration > Service and Delivery > General Setup > Techs).•If a tech with that name already exists, a number will be appended to the name of the technician - for example, Bob Smith -1 .
Automatically create a tech when importing a new employeeAn Is Tech column has been added to the spreadsheet template for importing new employees (Administration > System > Employees > Import Employees from Spreadsheet). Enter Yes in this field to automatically create a new tech using the employee's first and last name. The field creates the new tech just like the Employee can perform service and delivery tasks box.
|Permissions||The security permission Order - Can Warranty Items has been removed from the application.|
This parameter was never enforced in the application, and it had no function.
|System Parameters||A Quotes Print On Close, Sales Orders Print On Close, Service Orders Print On Close parameter have been added to the Orders and Invoices tab of the System Parameters screen (Administration > System > Evosus Defaults > System Parameters).|
Use these parameters to control the default selection in the Print on Close box. For example, enter a No if by default a document should not print on close.
|Help||The help is now available online at https://cdn.evosus.com/ee/help/6.5/.|
|There is now a single option to launch the help in the main toolbar at the top of the application. Select Help > View Help to open the application help.|