Updates
Loan Car
New
report accessible from the Loan Car form: Loan car contract.
Details of current client and loan car are automatically
inserted into the contract for sign off.
When a loan car is returned, user is prompted to enter current
odometer.
We now store history of loan car movements – details include:
Date, time out / time in, Registration, make / model,
odometer
out / odometer in, Client, name.
New report from the reports menu: Loan car report – shows detail
over a chosen date range for all or selected vehicles.
Ability to flag a loan car record as hidden.
Duplicates of loan cars or clients over the same period are no
longer allowed.
Ability to record an estimated time
against each service.
Print a diagnostic work sheet directly from the booking form to
assist problem solving.
Selecting the tech. time option
will open the labour allocation screen.
Ability to display services and estimated times from the diary
screen.
Mobile number displayed in the client list.
Ability to record a billing address on the
client form. Ability to tick a box (ticked by default) to
indicate billing address is
same as client’s address. The
billing address is displayed / printed on the client’s invoices
and statements.
New payment button at the bottom of the client list – when
activated displays the receive payment form for the highlighted
client.
Bookings and payments now displayed in client history from the
client form.
New option on the client form to indicate whether the user
should be prompted to enter an order number when closing a job
for the client.
Revamped client history so that it shows all invoices, payments
and surcharges, as well as a date range filter.
Double clicking on the balance field from the client list will
take the user directly to the history tab of the client form.
Ability to send SMS messages from the notes section of the
client form.
Multiple credit card surcharges now available for Visa, Master
card, Amex, Diners. Each card type can apply a unique surcharge.
Credit card surcharge now recorded in client history.
Payment receipt with a credit card surcharge is printed as a tax
invoice, showing the surcharge and GST.
We now retain default display settings for the parts list when
processing a buy-in.
Ensure all part numbers are Capitalised.
Have the ability to search by barcode (scan) from the parts
listing.
Added a new field – Orders Phone, display in the supplier
listing.
Ability to store contractor types.
Supplier listing now displays category.
Purchasing
When creating a purchase order from the stock function, we now
list the parts by part number in alphabetical order.
New feature - Disallow buy-in
purchases that are not allocated to a Job / Service – Option in
settings.
Vehicles
Add to the vehicle type dropdown list: Coupe & convertible.
Added new field: Seating Capacity.
Improved on processing time for bill payments.
Ability to search by invoice # from the bill payment form.
New cost per hour field on the
employee form – Value is operator populated.
When selecting the profit report
from the job card new calculation for cost of labour is
available based on the following formula:
Allocated actual time
worked x cost per hour by employee (value entered on the
employee form).
Ability to use the above formula or
current 90 day labour hours sold / total technician wage costs –
option added to settings.
Technicians – Clocking On / Off
Allows for the clocking on / off of
technicians via manual or barcode entry.
Record clocked time on job close.
Report on clocked time / charged
hours.
When inserting text from a list, the selected text is inserted
at the point the cursor is placed not at the bottom.
Included work done functionality on
the service text form – Including spell checker & ability to add
work done, expanded field
limit to 64,000 characters.
Payroll
Tool and other allowances are now displayed separately on the on
the pay slip and do not form part of the taxed gross.
Additional payment type to the drop down list - Other
Allowances.
Added a new function to auto-run selected payroll transactions –
the default values on the employee form are used, payments
are
made from one account. Pay slips then print to finalise the
process.
Integrated tax tables into the program using the ATO calculation
including leave loading.
Print a PAYGW summary as per tax office format with allowances
separated away from wage / salary payments.
Option to calculate employee entitlements (i.e. sick pay,
holiday pay) on an hourly or daily basis.
Option to show all / debits or credits only.
Security
Added a new option: User timeout – number of minutes. Default is
zero (no timeout). If the program is idle for this period then
user is automatically logged out.
New invoice format 1E.
Purchase Reports / Supplier Report
By Item Category – Displays purchasing information by supplier
including total spend and
last purchase date – including
supplier contact details.
Sales / Exception Report – Reports
on jobs / parts / both that fall below or above a profit %
within a selected date range.
Purchase Reports / Purchases By
Allocation – Displays allocation of Buy-ins and inventory items
to jobs over a selected date range.
Add search criteria that allows for extraction of client and vehicle detail for current bookings within a date range.
Add a button to the settings form to reset all pick lists to
default size.
When creating a vehicle invoice, warn the user that the job will
not be displayed on the diary screen.
Create a new pick list for other items (Expenses) similar to the
list for buy-ins.
If an error in the program occurs, add a button to the error
message form that when clicked will automatically send details
of
the error to Microbase.
Version Enhancements 2.5.3c
Receipts
Ability to print vehicle and charge invoices from a slip
printer.
Reports
Technicians Productivity report reformatted.
Online
Code re-write to Upload/Download function also
accessible from File menu.
Version Bug Fixes 2.5.3
Buy-Ins/Purchasing
Code re-write to Buy-Ins/Purchasing and how Buy-Ins/Inventory
can be Ticked/Un-ticked for assignment to the job card.
Printing
FFixed
the prompt for number of copies/duplicate invoice printing.
Report
Corrected the Technicians incentive report.
Version Enhancements 2.5.2
Loan Car
Ability to add a note accessed from diary screen and ability
to delete an entry.
Invoicing
Invoice
now displays information boxes even if the information is not
available.
Report
New report added: Sales - Sales Performance.
Version Enhancements 2.5.1
Budgeting
Overview – Provide users with the ability to forecast income /
expenses / net profit for a given period on a monthly basis.
The
forecast figures can then be compared with actual performance
providing the user with values by account including a calculation
on
the + / - achieved.
Account types – Income, Other Income, Cost of
Goods Sold, Expenses and Other Expenses.
Access – New function Budgeting allows the user to record by month
values against P & L accounts
Reporting – Forecast: Landscape report displaying forecast values
(max 12 months) with totalisations
Forecast / Actual: Allow user to run a report, same format as a P &
L on full months only (max 12 months) totalise forecast and actual
values for the chosen period, display a variation column – include a
grand total for all account types.
Default Payment Accounts
Automation allows
you to attach default accounts to receipt and payment media
selections. You may wish for all your cash and cheque
receipts to be
posted to undeposited funds, EFT and credit cards to a clearing
account. Accounts can also be selected for payment
types ie: Cheques
can be attached to your main trading account, cash to cash on hand
or undeposited funds.
Admin Bar Selection
New menu bar
selection Admin includes links to Budgeting, Journals, Transfer
Funds and Deposits.
Loan Car Allocation
Automation allows you to record loan car bookings directly onto the
diary screen
Diary - Day Note
Ability to blank out days ie: public holidays, make notes to alert
to issues such as staff shortages.
Bill Payments
Ability to add new bills, retaining current selections with the new
bill being displayed on refresh
When processing a bill payment only enter a reference if the media
is Cheque.
Add a previously paid column to the remittance advice; display the
correct amount being paid in the paid column.
Purchasing
Ability to create a new bill while reconciling your suppliers
statement.
Add new ordered, received outstanding columns to purchase orders,
when copying a purchase order to a bill quantities received are
transferred to the purchase order and displayed in the received
column this value is deducted from the original ordered quantity to
display
the back order in the outstanding column.
Automation allows you
to allocate parts directly from the bill to a selected open job.
Items that can be allocated include buy-ins and inventory.
Receipts
Add the option to search by $ value
Ability to link payment types to a specific account – see default
payment accounts.
Credit Card Surcharge
Option to apply a credit card surcharge to an invoice – set-up
percentage in settings.
Client Form
Add an internet option to the how did this client hear of us
criteria, for Repco sites
the ability to flag a client as a gold key advantage member.
Statements
Add a print option – Do not print statements with Zero values.
Payroll
Extend name fields by 5 characters in the payroll transaction
screen.
Ability to print group certificates.
Part Form
Ability to “drill down” to invoice or bill from the sales and
purchases tab.
Rebuilds
Ability to add buy – ins and store “kits” from previous rebuilds to
apply in the future.
Parts/Inventory Utility
The
parts/inventory utility allows the operator to delete unwanted parts
from the listing and convert remaining parts to inventory either
globally
or by category. There is also an option that allows for the
import of parts from either the working directory C:\Program
Automation Premium,
A: Drive or the internet.
Reports
New reports added: Lists - Other, Services. General Ledger
- KPI. Inventory - Inventry Over Stock.
Archiving
Transaction level as currently available
Ability to do a Partial or
Total archive to a selected date – both options will either archive
partial or all data
with an archive file being written
to a specified backup directory,
this file will contain all data as of the archive date and can be
accessed at anytime.
Work Done & Vehicle Faults
Text formatting is now retained ie: Red, bolding & italics
Supplier Listing
Display suburb, state and postcode same as client listing and
displays phone #2 and a supplier balance column.
Scanning
Default label sheet change - new sheet Avery J8157
Calendar
Display a function < > that allows for scrolling through years.
