Release Notes 8.33.36 | New features & improvements and minor Bug fixes
- Quickly access to sub menus from the Main Menu
- The main menu pages HRM, Operation and Finance have sub menus with the operation menu having two sub menus.
- To quickly access the sub menus, simply click the main menu item again.
For example, if you are currently on the Home page and want to go to Finance, click once on Finance to display the finance page and click again to display the sub menu.
- Save a Business Purchase transaction as recurring
- Save a general ledger business transaction as a recurring transaction including setting the periodic frequency.
- Use a recurring general ledger business transaction, simply click the button and then select an entry from the list.
- Store the live and test data connection details when upgrading
- The system now stores the live and test data connection settings of a workstation prior to upgrading this workstation with the latest release.
- Once upgraded, the new application on the workstation can seamlessly connect to your live or test data environments.
- Delete a CRM Contact Log History record
- The CRM contact log is available from the main menu’s marketing page. Click on Follow-up Actions and then select the client interaction. The form that will open is the CRM Contact Log History.
- Note that the last contact log is referenced in the Follow-up Actions. When deleting the last record, the Follow-up Actions record will be deleted as well! This means that no further follow up actions are recorded for the client and selected marketing campaign!
- Delete a CRM Distribution list entry
- The marketing menu provides access to CRM Email distribution lists.
- The list allows now deleting an entry.
- Date checker on the main quote form removed
- The date checker for the proposed job start and end dates is now triggered only when the quote is accepted.
- The purpose of the date checker is to verify the proposed starting and ending dates of the job
- Added functionalities for the GL Reconciliation form
- The GL Reconciliation form provides now quick access to the task register and to display finance related in-complete tasks.
- In addition, add a new task specifically for the in-progress GL account reconciliation or add multiple finance related tasks.
- The GL Reconciliation form provides now also quick access to the note manager (user notes) and allows adding a new note.
- Release 8.33.36 also added a GL Reconciliation specific help message that can be accessed from the top right-hand question mark.
- Email task details
- The task details can now be sent via email.
- Open the task register and select a task and then click the button on bottom left. Note, you need to enter an email address once the email is displayed. The system enters a text string into the email address field, not an email address!
- Search multiple GL accounts in the GL Inquiry form
- The GL Inquiry form displays the chart-of-accounts list to the right.
- The list allows now double clicking a header account that will retrieve and display the included transactions on the GL Inquiry form for the date range that is selected on this form.
- Quick access to rates and tools on the HRM menu
- The HRM sub menu provides conveniently provides now access to key HRM defaults, settings, tax rates and tools.
- The tools allow calculating the PAYG tax and super based on a yearly amount or hourly rate.
- The tool can also be accessed from the Finance sub menu.
- Export all quote related data
- The main quote form allows now exporting or importing data all quote related transactions including quantity take-offs.
- To export the complete quote data, select and open the quote and then select the Admin menu option. In the XL Export section, select Export all quote data and then confirm the action. This generate an Excel file that will exported to the main export folder.
- To import a complete quote dataset, the system expects the file format of an exported file. Simply point to the location of the file and then click OK. The data will be imported, and a record of the file name will be stored to prevent duplicate imports.
- Bug fixes
- A GL payment transacted via the inter-entity will now refresh the fin-dashboard if it is open.
- A quick calculation check provides now feedback on tax on sales and purchases when retrieving a BAS for a given period. The check is designed to provide feedback for when transactions where flagged to not include the tax rate.
- The sales invoice gross profit report displays now correctly the last column.
- The entity logo is now correctly displayed in the Word document that can be generated from requests, quotes and jobs.
Release Notes 8.31.74 | New features & improvements and minor Bug fixes
- PCBx3 Library Register
- The register can now automatically generate all 18 folders for each library topic below a given main folder
- A library item can be copied and pasted to a different library topic/location. It can now also be moved
- Vendor Contacts
- A vendor contact can now be deleted
- CRM
- The system allows now to import new clients. Simply select the option to export a template, fill-in the template and then import new clients
- The
Maintain Major Client Flags
form provides now additional batch-update functions and reporting and exporting options
- The
Site Details
form includes now an additional page to record random items that are on site
- Taxation Manager
- The
System Tax Settings
provides now the option to import new PAYG Tax Withholding Rates from a spreadsheet. View the help menu for more information
- Quote Details
- The quoted items transaction list allows now selecting multiple records and viewing a detailed breakdown by item type, quantity and amount
Release Notes 8.10.19 | Minor Bug fixes
Release Notes 8.10.15 | PCBx3 Manager Applcation Features (All)
Release Notes 8.10.15 | PCBx3 Manager New Features
Release Notes 6.61.13
Release Notes 6.51.11
Release Notes 6.41.66
Release Notes 6.41.11