Release Notes
Build 1.1.2282.5473 (December-2020)
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Added: Quotes & Invoices can now be done in multiple currencies (for Xero API accounts, only)
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Added: Check Quote Sub-Systems, Submit Quote, Complete Order & Sign-Off Invoice can now have "Values" assigned to the permissions
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Changed: Added a permission for "Accept" on Stock Take
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Changed: Sub-Contractor Fees are now displayed on the Variance from Contract Report
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Fixed: Invoice list load-speed
Build 1.1.2272.5449 (November-2020)
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Changed: Moved "Header" Row (Call-Out Detail and Invoice) above "System"
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Changed: Bank Account Details row on the Delivery Note PDF now hidden
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Changed: "Chargeable Calls Report" (email subject) now "Purchase Order No. Request"
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Changed: Maintenance Scheduler
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Added: "Asset" + "Warranty Status" to Call-Outs
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Fixed: "Single Line Bill of Materials" now visible on Jobs
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Fixed: Contract Report value with incorrect value in last column
Build 1.1.2257.5418 (October-2020)
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Added: Xero API Integration
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Changed: "Bank Account Details" field is now a WYSIWYG field
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Changed: Maintenance Scheduler
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Option to chose between "New" / "Existing" Job when Scheduling Maintenance Activity
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Next Service Date is now set on Completion of Maintenance Scheduled Job
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A Scheduled Maintenance Event can now be deleted
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Fixed: Assign Serial #'s to "Used Cost Items" when converting Stock Items to "Use Serial #'s"
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Fixed: When converting a Call-Out to Quote in Progress "Job End Date" is now set to Call-Out Date
Build 1.1.2245.5388 (September-2020)
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Added: Xero API Integration
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Pull Chart of Accounts
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Pull Tax Types
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Changed: Invoices with VAT Exempt items now notify the user of the fact
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Changed: Added "All" Option to filtering of Orders
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Fixed: Bulk Copy of Invoices now prevents duplication of copies
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Fixed: Call-Outs with Misc Stock Items can now be edited
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Fixed: Stock Item Picker speed
Build 1.1.2233.5359 (August-2020)
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Added: "Page Footer" to Quotes
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Changed: Quote Items are now flagged if Stock Item Ave Price > Current Price
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Changed: Call-Outs with Outstanding Orders can no longer be Placed Under Review
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Changed: Call-Out in Progress List load speed fixed
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Changed: Postal address now used on Quotes
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Fixed: Labour values on Quotes are now updating correctly
Build 1.1.2222.5337 (June-2020)
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Added: Xero API Integration
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Connect to Xero
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Batch Posting of Customer and Supplier Invoices
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Posting of Customer Invoices on Sign-Off
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Posting of Suppler Invoices on Receipt (Incl Attachments)
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Posting of Stock Control Manual Journals
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Changed: Added "Started Date/Time" as type to Check-Lists
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Changed: Added "Consolidate Order Items" to Supplier Edit
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Fixed: Changed Fixed Rate "Rate" Label to "Selling Price"
Build 1.1.2195.5278 (May-2020)
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Added: Check-Lists to Jobs and Time-Sheets
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Added: Check-Lists to Hour Sheets Report
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Changed: Decoupled Check-Lists from Time-Sheets
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Changed: Added "User Details" as type to Check-Lists
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Changed: Added "Completed Date/Time" as type to Check-Lists
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Changed: Added "Call-Out / Job Details" as type to Check-Lists
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Changed: Label and Behavior of "Capture and Attach Doc" button on Time-Sheets
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Fixed: "E&OE" is now displayed on ALL Invoices
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Fixed: Line Item "Order" when Copying Invoices is now maintained
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Fixed: When Crediting an Invoice the Cost Centers on the Invoice are maintained
Build 1.1.2170.5227 (April-2020)
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Added: "Single Line Bill of Materials" to Quotes
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Added: Option for "Show Footer on Last Page of Detailed Quote" to Company Details
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Added: "Show Item Prices" Permission on Sub-Store Vehicle List (Mobi)
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Added: Warning to User when receiving a Supplier Invoice of a Possible Duplication of the Invoice Number
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Added: Option on Quote Add/Edit to "Hide Prices / Values (Line Item)" on Quote PDF Detail
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Added: A "Totals" row to the Call-Outs Completed List
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Changed: Added a "Round to x decimal places" value to Contract "Mark-Up from Previous Period"
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Changed: "E&OE" is now displaying on ALL Invoices
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Changed: "Update Price" on Quotes now adjusts prices up and down (was up only)
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Changed: When Ordering from Order Status Report the Lowest Price is now used on the Order
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Fixed: On Xero .CSV Invoice Export "Total" and "TaxAmount" are no longer populated
Build 1.1.2153.5186 (March-2020)
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Added: Client Groups can now have Invoice To automatically assigned to all Clients / Sites in the Group
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Added: Client Group and Date Range Filters on Call-Outs in Progress List
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Added: Detail View on Call-Outs in Progress List, with .csv export
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Added: Batch Invoicing of Call-Outs in a Client Group
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Changed: When creating a Bill of Materials from a Sub-System the new BoM now opens in a new tab
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Fixed: CostPlus Job Invoice Generation speed
Build 1.1.2138.5154 (February-2020)
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Added: "Page Break" as type to Check-Lists
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Added: "Labour", "Travel" & "Fixed Rate" icons to Invoices
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Added: Warning on Quote in Progress if "Totals are Locked"
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Changed: Quote / Job / Mnf Search Criteria are now "Remembered" accross sessions and logins
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Fixed: "Current Price" is now updated on Stock Items when Manufactured Items are Completed
Build 1.1.2132.5139 (January-2020)
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Added: "Category Filter" to Activity Search
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Added: "Alert" Filter to Call-Outs in Progress
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Added: "Internal Reference" to Clients and Contract List
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Added: Option to "Hide Prefixes on Quote PDFs"
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Added: Option to "Hide Prefixes on Invoices"
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Changed: The Call-Out Number is now added behind the Date in Comments when Merging Call-Outs
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Changed: Removed "Settlement Terms Code" from Client Group Edit
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Fixed: Comments now "Wrap" correctly on Quotes when converting a Call-Out to a Quote
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Fixed: Allow any user with the "Allow User to End ANY Activity" Permission to Mark an Activity as Done
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Fixed: Serial # Stock Item that have been "Scrapped" can now be received once repaired
Build 1.1.2122.5118 (December-2019)
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Added: User Orders "In Processing" are now displayed on the Home Screen
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Changed: Sub-Systems on CostPlus Jobs can now be Added, Edited and Deleted
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Changed: Job Comments can now be edited in-line on the Work in Progress Summary Report
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Changed: Order and Reserve now have seperate "Check-All" commands on the Job Order Status Report
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Changed: VAT Status is now checked on change of Supplier on Orders
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Fixed: In-Active Users are now stripped of all permissions
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Fixed: When receiving Orders, if Supplier Pastel Code is blank the Supplier Name is now used as the "Pastel Code"
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Fixed: Sort Order on Mobi Sub-Store / Vehicle Pending Transfers is now in Date Ascending order
Build 1.1.2107.5086 (November-2019)
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Changed: Added "Client Status" to Add Client from User Notifications
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Changed: Added "Job End Date" to the Quote / Job Edit Form
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Changed: Items with "Over Use" on Quote vs. Cost Report are now Highlighted
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Fixed: Employee Satisfaction Form is now displayed on Call-Out Sign-Off when Returned to Artisan with "Delete Signature" checked
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Fixed: Added "Fixed Rate" column to Items Under Manufacture List
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Fixed: Distance (km) and Travel Time (hrs) are retained on Call-Outs that are Returned to Artisan where the Call-Out has Lunch
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Fixed: Client Status of "Contact: Quotation" now appear on Add Activity page
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Fixed: "Show Comment on Quote" flag is now copued when copying Quotes
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Fixed: Wrapping of long descriptions in lists
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Fixed: Job in Progress Count
Build 1.1.2086.5031 (October-2019)
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Added: CostPlus Job Invoices can now be split across Sub-Systems (Option)
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Changed: Description field on Quote Items now has a fixed width
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Fixed: "Fixed Rates" are now included in CostPlus Job Invoices (Material)
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Fixed: "Fixed Rates" are now included on the Job "Quote vs Cost" Report
Build 1.1.2065.4983 (September-2019)
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Added: Consolidation of Quote Items (Option)
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Changed: Added "Actual Cost (Zero Mark-Up)" as an option on CostPlus Job Invoice generation
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Changed: Ad-Hoc Invoices can now be "Linked" to Jobs in Progress
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Changed: Added "Company Registration" and "Website" to Company Details -> General
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Fixed: B2B Call-Out "Headers" are now transferred to the new Call-Out
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Fixed: Only "Active and Visible" Clients are shown on Call-Out Client DDL
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Fixed: Company Name now displaying in Address on Quotes
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Fixed: Check List Items are no longer "Jumbled" when a Check List is Copied
Build 1.1.2039.4927 (August-2019)
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Fixed: Call-Outs with outstanding Orders can no longer be deleted
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Fixed: Quotes with outstanding Orders can no longer be archived or deleted
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Fixed: Sub-Store / Vehicles with pending transfers can no longer be set to In-Active
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Fixed: Time-out error when generating Invoices on CostPlus jobs with many Cost Items
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Fixed: O/T and S/T Labour values now update correctly on quotes
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Fixed: Merging of Stock Items no longer changes Stock-Take Open / Close values
Build 1.1.2023.4892 (July-2019)
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Fixed: Delete / Merge of Manufactured Stock Items
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Fixed: Stock Take Action Button .css
Build 1.1.2011.4868 (June-2019)
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Changed: Added "More Detail" to Purchases side of Cost Centre Gross Profit Report
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Changed: Removed "Ad-Hoc" from the "General Ledger Allocations Cost Centre Detail" Report
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Changed: Removed "Manual General Ledger Allocations" Report
Build 1.1.2001.4844 (May-2019)
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Changed: Linked Labour Rate to Users
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Changed: Linked Travel Rate to Vehicles
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Changed: CostPlus Job Invoicing can now be linked to Labour & Travel Rates
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Changed: "Client Group" [Label] is now "Contract Group" on Variance from Contract Report
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Changed: Wording in Job Costs "Auto-assigned from Order xxxx" now says "Order xxxx", and the text is a hyperlink to the Order
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Fixed: Time-Sheets of type Travel that span N/T - O/T no longer double travel km's
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Fixed: SageOne Export of Supplier Invoices now splits VAT and No VAT
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Fixed: Serial # Stock Items that were deleted at Stock-Take can now be added back into stock
Build 1.1.1984.4801 (April-2019)
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Fixed: Don't allow Duplicate transfers to Sub-Store / Vehicles to occur
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Fixed: "Requested by" can now be edited on Order Credits
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Fixed: Serial #'s are no longer "lost" at Sub-Store Stock Take
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Fixed: Orders can no longer be placed against a Job that doesn't have a Sub-System
Build 1.1.1965.4758 (March-2019)
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Changed: Receiving of Order "Adjustments" can now be positive or negative
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Fixed: Setting a Sub-Store / Vehicle InActive now clears all Stock Records
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Fixed: Duplicate (Identical) Time-Sheets can no longer created
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Fixed: All Come-Backs are now displaying on the Sale Report
Build 1.1.1950.4724 (February-2019)
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Changed: Added "Come Backs" to the Sales Report
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Changed: Added "No Charge Call-Outs" to the Sales Report
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Changed: Added "Total" to the Call-Outs in Progess List
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Changed: Jobs can now be completed if all Order Line Items for the specific Job on an Order have been received, even though the Order isn't complete
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Changed: Added "Est Cost" to Quotes
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Changed: Added "Awaiting Invoice" Filter to Orders list
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Changed: Added "Cost Centre", "Client" and "Status" Filters to Work in Progress Report
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Changed: Added a "Invoice Paid" column to the Work in Progress Report
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Changed: Order Status Report no only shows "Physically On-Hand" in On-Hand Column
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Fixed: Duplicate Sales Rep codes can no longer be created
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Fixed: Ad-Hoc Credit Orders now link correctly to Jobs
Build 1.1.1931.4679 (January-2019)
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Added: "Show/Hide Password" to Login Page Password Field
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Changed: Added "Show Full Comments" Filter to Hour-Sheet Report Detail
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Changed: Added "Cost Centre" to Order Cost To DropDownList (for Misc Items only)
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Changed: Added "Split Work" and "Hours" Filters to Salaries / Wages Report
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Changed: Average calculations on "Completion Progress" Report now use "Weighted Averages"
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Changed: Pending Transfers Filter on Equipment List now has an option for "All Transfers" as well as "Transfers to Store"
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Changed: Default Cost Centres on Company Details now use "Financial -> Cost Centre" values
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Changed: Orders to Cost Centres are now included in the Cost Centre Gross Profit Report
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Fixed: Comments on Call-Out Detail now wrap
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Fixed: Default B2B Order No is no longer pulling through on Call-Out Edit
Build 1.1.1915.4645 (December-2018)
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Changed: When choosing a Job from a Notification only Jobs for the "selected client" are shown
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Changed: Re-Ordered fields on Client Edit form and made lables clearer for users
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Changed: Call-Out Numbers are now included in Call-Out Search
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Changed: Added Active/InActive and Sort Filters to Hour Sheets Report
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Changed: Added "Description" to "Job No" for Manufactured Items
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Fixed: "StockItem [0] cannot be found." error when selecting a Supplier on a new Stock Item
Build 1.1.1904.4622 (November-2018)
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Fixed: Call-Outs with Material and/or Check-Lists can no longer be deleted
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Fixed: CostPlus Jobs that have been invoiced can no longer be set back to "Quote in Progress"
Build 1.1.1880.4570 (October-2018)
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Fixed: Removed ALL Pastel SDK Limitations
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Fixed: Values on Work in Progress Report are being filtered correctly to the "Report Period To" date
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Fixed: Comments on Call-Outs no longer show paragraph tags
Build 1.1.1856.4518 (September-2018)
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Fixed: Call-Outs with Customer Satisfaction Survey that have been Returned to Artisan can now be signed-off
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Fixed: VAT Incl and VAT ammounts now pull corretly into .csv
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Fixed: When the date on a Call-Out is changed (Time-Sheet) the date on the Call-Out is now changed too
Build 1.1.1840.4484 (August-2018)
Build 1.1.1818.4437 (July-2018)
Build 1.1.1787.4373 (June-2018)
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Fixed: CheckBox List Values not "Saving" on Check Lists
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Fixed: Load-speed of Quotes, Jobs and Call-Out Lists
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Fixed: Time-Sheet entries can no longer be captured "backwards"
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Fixed: Error when merging Jobs
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Fixed: Only Active Users can be assigned to Sub-Store / Vehicles
Build 1.1.1769.4335 (May-2018)
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Fixed: Don't allow Orders to be Completed against Jobs that are Completed
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Fixed: Stock Take Values now static
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Fixed: All references to Internal Jobs are now only available if the Internal Jobs Module is enabled
Build 1.1.1742.4267 (April-2018)
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Added: Accounts can now be associated with a Country
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Currency Symbols, Tax types, Tax % and Public Holidays can be set per Country
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Added: "External Files" can be attached to Outgoing emails
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PDFs can be merged into a Single Attachment
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Call-Out Invoices can have the Call-Out Report attached to the email
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Changed: Added "2nd Level Menu" to Company Details
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Changed: When receiving Invoices to Orders use the Inoive Date to determine VAT % (Not Order Date)
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Changed: Stock on On-Hand now flags the item as having a problem if going negative at Stock Take
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Changed: Added Pastel Tax Codes to Company Details (for change in VAT %)
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Fixed: Back-Office Menu no longer opens for Mobi users when clicking on an Activity of type Job
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Fixed: Bulk Stock Transfers are very slow
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Fixed: Prices on Expenses Report are now pulling the price on date of transaction
Build 1.1.1725.4228 (March-2018)
Build 1.1.1701.4174 (February-2018)
Build 1.1.1674.4115 (January-2018)
Build 1.1.1643.4045 (December-2017)
Build 1.1.1624.4002 (November-2017)
Build 1.1.1602.3953 (October-2017)
Build 1.1.1558.3851 (September-2017)
Build 1.1.1518.3758 (August-2017)
Build 1.1.1481.3671 (July-2017)
Build 1.1.1448.3599 (June-2017)
Build 1.1.1419.3522 (May-2017)
Build 1.1.1392.3457 (Apr-2017)
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Added: Permission to set Order with status "Awaiting Invoice" back to "Processing"
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Added: Report Total to the Expenses Report
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Added: "Expenses" to Monthly Totals Report
Build 1.1.1381.3425 (Mar-2017)
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Fixed: "Order received to vehicle problem"; stock movement log was reflecting transactions in the incorrect order
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Fixed: Problems with "View Cost Breakdown on Call-Outs" not displaying unless the user was logged-in
Build 1.1.1340.3333 (Feb-2017)
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Fixed: Usage Report Totals
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Fixed: Invoice List load-speed
Build 1.1.1320.3280 (Jan-2017)
Build 1.1.1292.3210 (Nov-2016)
Build 1.1.1266.3147 (Oct-2016)
Build 1.1.1229.3063 (Sep-2016)
Build 1.1.1184.2939 (Aug-2016)
Build 1.1.1155.2873 (Jun-2016)
Build 1.1.1109.2798 (May-2016)
Build 1.1.1085.2736 (Apr-2016)