Version 8.511 Release Notes

Installation and Upgrading

Prior to Installation please look at this article for Terminal Server Installation.

Please see here for Installing Infusion Business Software

 Admin

The Bank Reconciliation Summary report available to Support staff and Partners has been improved with a variance figure and formatting changes. #12360

New values: Profit ($) and Margin (%) have been added to the Product Sales Analysis report: Top / Bottom Products by Date. The report can be sorted by these figures to establish the top or bottom profit products and identify top and bottom product margins. #12551

The Warning and Stop messages for Lockout dates and GL dates have been improved to provide more detailed information on the error. #13075 

Cashbook

The Cashup report has been improved to match the cashup form on screen. The variance details have been improved so when reprinting the cashup docket from the Cashbook / Reports / Reprint a Report menu the variance displays clearly. #12560

An issue with the selected line jumping to the centre of the screen when tagging lines in a bank reconciliation has been fixed. #12566

Customers

The Sales Analysis - Dual Date Range report has had Region added as a selection filter. #11622       

The Customer Report - Contract Rates has been improved to include more detailed information including separating product / product group / rental hire group contract rates and including more details on percentage rates. Expired contract rates are marked with a *.  #12879

Customer Item

Customer Item Detail and Summary reports have had the option to Include Inactive Items to them.      #12609

Import / Export

An Export has been designed to select relevant fields and export selected fields including inactive and or contact details if desired. The selected fields for the export are saved for the next time the export is used. This is designed to be used to import into CRM sites such as Zoho or Suite but a template may be created in other CRM sites to import the data exported using this key file. Select from Admin / Settings / Import/Export / Manage Export Settings - CRM Export Utility. Access the Export from the Import/Export menu. #13053

Invoices

An issue where a user that was not allowed to edit selling prices in the Staff menu but was able to use the Other Pricing field from the F8 key in invoices to adjust pricing has been fixed. #12772

A Pending invoice can no longer be Credited or Recharged - only copied. This is to avoid the possibility of inadvertently crediting an invoice that has not been posted. #13028

Job

The Job Summary reports have been improved to display disbursement and expenses as separate totals.   #8850

An issue where the warranty lines on a job were not being passed to the invoice if Go to Code was selected, has been fixed. #13091

Further improvements to the Modify Job screen include: 1. Products on Order are now indicated by a tick in a new column "O" which is movable. 2. Sort order by date has been re-enabled. See Products on Order in Manage Job Screen #13026

The date of a new job line is now held as the date on the most recently entered new line until the job is saved. On opening the job again today's date will populate the date field. #13065

Product

A new tick box has been added to the Update Products form within a Pricebook: "Only update Product Costs when the Pricebook Supplier is the Product's Preferred Supplier". This is ticked by default. #13015

The date of last receipt is now available on the Manage Products screen. #13066

The Product Without Sales report has had further improvements including adding valuations and clarifications around kitset components. Total Value and Create Date have been added as sort orders to allow sorting by highest valuation or oldest products. Kitset Components are included optionally and noted as having been used as a component or not. If a kitset component has been sold as an individual product it will not be on the report. #13070

Purchase Orders

An additional Notes option: Internal Notes has been added to the Purchase Orders module. Internal Notes follow the Purchase Order through from Order to Packing Slip to Supplier Invoice, unlike the original notes (now labelled Order Notes, Receipt Notes and Invoice Notes). The notes are held in a separate table pordnote. These notes can be added to layouts on request. A new Staff setting "Allow editing of Internal Notes on Purchase Orders when opened 'read only'" has been added which allows the user to edit the notes even when the purchase order is completed. The presence of a note is indicated by underlining on the note name. #13033

Quotes

The Quote layout with images (QUOTE3) has been improved to remove the gaps where there is no image available. #12963

Staff

The Staff Listing - Summary report has been improved to include DOB and Start Date as well as the additional security group levels 5-7. #11638

The Staff Report: Menu Groups - by module has been improved to include module names for clarity.  #12973