New Features! – 2023 – 2024
- Added BCC field for sending emails
- Added GST Free option to Jobs, Purchase Orders and Inventory items
- Added GST Free to Quotes
- Added ability to select GST Free at Invoice level
This was both globally or per item - Added privilege to allow Master to force 'Risk Assessment' on Service Reports
- Added more payment terms in Default Settings
30 day EoM, 45 Day EoM and 60 Day EoM - Added new Memo Field to General Settings
- Added new Memo Field to Invoice
- Added 'New Purchase' button in purchases
This allows for a new purchase order to be created without having to go back to Job - Added Place holder option to Invoice.
This allows the user the ability to add Job Title or Job Number to Invoice body.
+ Bug Fixes / Improvements
- Updated how 'To Be Invoiced' Total was being calculated
If a Quoted Job was over invoiced or there was a negative job it wasn't displayed
This meant that the individual displayed or exported jobs didn't add up.
The negative amount will now be displayed on screen. - Fixed cost calculation error on building kits in Inventory
The calculation ignored item Quantity. - Fixed Inventory stock control when building kits.
When adding item to kit it will now be removed from stock - Fixed Purchase Order delivery quantity to allow decimal point
- Fixed issue where Retention was rounding up
- Changed Invoice line text from 'Total' to 'Sub Total'
- Changed operation so when a Quote is approved and job created all the attachments are added to the job
- Increased Image Size upload.
User can now upload larger images (up to 25MB) and multiple images - Changed Purchase order item quantities to 4 decimal places
- Fixed issue when adding from Inventory where 2 or more warehouses were expanded on screen
- Added Inventory pop up warning when user tries to add an item that already exists
- Modified privilege so negative stock can be turned on or off
- Fixed issue on Mobile where carriage return in notes.
This was forcing notes to be one long sentence - Fixed multiple issues with importing to Inventory
- Fixed issue where only main email types where recognised. E.g. .com, .com.au, .net.au etc.
- Updated Help Links to point to correct page in the guide
- Changed the page display so it will return to page you were on when moving around Job
- Fixed 'Action Required' Colours not displaying in some cases
New Features! – January – July 2019
- Added the Warehouse column to the import template .csv file. This allows imports against multiple warehouses using the same spreadsheet. A blank entry will be imported into the default warehouse. Entries with incorrect warehouse names will be ignored.
- Added a tickbox in Inventory that allows multiple items to be transferred between Warehouses at the same time. Items with negative quantities cannot be transferred.
- Added a User Privileges setting under Inventory to allow negative stock. The user can add items to jobs even though their stock level is zero or less.
- Added a "Disconnect XERO" button in XERO Account Settings. This allows the user to renew the link to Xero, which is sometimes necessary following changes in the XERO file. Prior to this, this had to be done in XERO and did not work very reliably.
- Added a Daily Low Stock alert.
+ Bug Fixes / Improvements
- Deleting a periodic job would sometimes prevent other periodics from rolling over correctly.
- Updated logic in URL IDs.
- Fixed an issue where restoring a deleted task or variation from Trash would sometimes result in a duplicate number.
- Low stock notifications were not being issued correctly after server migration. This function has now been restored.
- Resolved some display features affecting inventory on mobile devices.
- Resolved issue with attach files utility on mobile devices.
- Improved User Log entries for transferring Purchase Orders.
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