Bank Statement Import
- New feature to recognise patterns in transaction entries to allow to match to existing suppliers and clients.
- Check For Duplicates Bank Transactions on Statement Import
- Financial Summary - New All Payments Tab to list all payments within the date range
- Added Single Branch in the title when creating a Draft VAT return for a single branch in a multiple branch setup.
New SystemType for Staff Database only
- Staff System Type with tile control menu when only Staff Database facility of Insight required.
- Cater for Measurements Linked to DeliveryAddresses for Clients and not the client record
- New Product Sales Analysis Report
- Client Timesheet Exceptions Report - Allow navigation of week dates from within report
Misc Fixes & Improvements
- Moved the Total columns to the end of the Profit & Loss and Balance Sheet reports
- BugFix - Client DB - Archive & Create New Rota. Change Max date validation to allow creation upto a year in advance. Was previously validating that it could only be 1 year after the previous effective date.
- BugFix - Fix bug where the last viewed DeliveryAddressDetails are 'cached' if the user isn't on the delivery address tab and can be wrongly attached to wrong client
- New setting EnableCleaningStaffRotaAndTimesheets to enable Cleaning Management functions
- Removed unused settings MultipleZReadsPerDay and AllowNegativeStockQuantities
- Bugfix: Advanced Settings - Save settings was not using the correct sql user id and password.
- New setting DefaultFavouriteProductsTab setting to control which Product Tab is shown by default on the Job Forms
- Invoice reports - correct payment start and end status
- Dashboard - Hide branch ribbonpagegroup if only 1 branch
- New Setting ClientDBLinkOnHomeMenu to set if the client link on the home ribbon is for clients or customers
- Maintain Person - Change Client Title from Clients to Customers
- Dashboard - Tooltip of rtf templates location
- AddJob Form - Move Address first & Add CheckDB button
- New DefaultStdWidth Setting for clients with MeasurementsEnabled
- Increase size of BankTransaction PaymentMethod field from 10 to 20
- Add Customer Search box in Menu
Last modified on 12/6/2015 1:01 PM by User.