This is a significant release that introduces additional features to help management and reporting of your business finances easier.
It also includes changes to improve the performance of the application, especially over a distributed set-up where the database is not installed locally.
The new key features:-
1. Summary Screen - This has been redeveloped and restyled.
It can now be styled with your chosen theme. In this example the Office 2010 Blue Theme
a) New Exports Formats
b) Improved Search
c) View all entries "Marked For Attention"
d) View Debtors and Creditors
e ) Customise Layout display. See section 5. below
2. Weekly Summary Sheet - This has been redeveloped and restyled.
It can now be styled with your chosen theme, in this example the Springtime Theme
3. Monthly Sales Summary - This has been redeveloped and restyled.
It can now be styled with your chosen theme, in this example the Office 2010 Blue Theme
4. VAT - Excluded Transactions
Not all expenses and income transactions should be included in the VAT Return.
You can specify which cost centres and incomes sources should be excluded by marked them with EXCLVAT in the system parameters . See Concepts - VAT Return for more details.
Any transactions that have been excluded when a VAT return is generated are available to view on the VAT Audit screen.
5. Customise & Save Layout of Data displays
All of the data grids have now allow you to change the layout to match your requirements.
a) Customise Order of columns and data
b) Group the displayed information by any field
c) To reset to the default layouts, use the new 'Clear Layout' button on the menu bar
6. Profit & Loss - New Income and Expenses Categories defaulted to Turnover and Administrative Expenses
Any new Cost Centres added will be automatically set as be Administrative Expenses for the purposes for the Profit & Loss Account. Similarly any new Income types will be set as Turnover. These can be changed by allocating to the correct section of the P&L as documented in the following link Profit and Loss Account
7. Billing Cycle
For the Job Management Insight versions, a billing cycle has been introduced for on-going contracts.
Once a billing cycle has been set-up
- It will show on the Task Summary as a reminder when billing is due
- It will show on the Billing Calendar
8. Expense and Income Analysis - Graph Types
You can now view the graphs as line or bar graphs. Double click anywhere on the graph area to change views.
The line graph is best used to display the data over a time period. Eg. Expenditure for a Cost Centre over the year. If doing this, it's best to arrange the Time Fields in the Row Area and the breakdown analysis fields in the column area.. You can then select the appropriate column (eg. Gross) to see the data in a graph format.
You can also select multiple columns for the graphs by holding down the Control (CTRL) key as you click a column header.
8. Generating Batch Invoices
A new tick box on the first screen of the Generate Invoices screen to help speed up generating batch invoices.
If this is ticked, will only show "In Progress" jobs for selection on the next page that are due for invoicing.
A Job is deemed as due for invoicing if :-
- Not created from an on-going contract (so no Next Billing Date)
- Created for an on-going contract but not in a regular billing cycle (so no Next Billing Date)
- Created for an on-going contract and the next billing date in the billing cycle has been reached (so has a Next Billing Date)
- The value of the job is not zero.
If you choose not to tick the "Only Show Due Invoices" box, then all In Progress Jobs will be displayed on the next selection screen, but only those due for invoicing will be selected by default. You can select / de-select In Progress job as you wish before generated invoices for the selected jobs.
9. Shop Floor Mode - Part Payments & No Payment
A. Part Payments
To make it easier to records Deposit payments, a new Payment Value fields has been added to the tool bar.
You can use this to when a customer is not making a full payment for a job. Simply enter the amount paid before clicking the payment type buttons (eg. Cash Sale / Debit Card sale etc..) If the customer is paying in full, then the Payment value does not need to be entered in this new field and can be left as blank/zero.
You you do enter a part-payment, then the following confirmation box will be shown
If you Click Yes to confirm, this payment details will be automatically added to the "Payment Details" Tab and the job status to will be set to Part Paid and the printed invoice will be generated showing the value of the part payment.
The list of part-paid jobs can be displayed using the new "Part-Paid Jobs" link on the main menu
When you double click a part-paid job to open it, an outstanding reminder message will be displayed showing the the amount to be paid. The outstanding amount will also be automatically set in the Payment Value field.
B. No Payments / Unpaid Jobs
You can now save a job and print an invoice without requiring a payment. This will leave the job in an unpaid status and will be visible in the "Part Paid" jobs list from the dashboard.
10. Insight:POS Dashboard
The Insight POS Dashboard has been simplified for non-Admin users. All the financial and reporting options have been disabled and only the search & data entry elements are available.