Eazy Contracting Help - Release Notes

{Help}

{Support}

Eazy Contracting Help

Mobi

Build 1.1.1742.4267 (April-2018)

Added: Accounts can now be associated with a Country
- Currency Symbols, Tax types, Tax % and Public Holidays can be set per Country
Added: "External Files" can be attached to Outgoing emails
- PDFs can be merged into a Single Attachment
- Call-Out Invoices can have the Call-Out Report attached to the email

Changed: Added "2nd Level Menu" to Company Details
Changed: When receiving Invoices to Orders use the Inoive Date to determine VAT % (Not Order Date)
Changed: Stock on On-Hand now flags the item as having a problem if going negative at Stock Take
Changed: Added Pastel Tax Codes to Company Details (for change in VAT %)

Fixed: Back-Office Menu no longer opens for Mobi users when clicking on an Activity of type Job
Fixed: Bulk Stock Transfers are very slow
Fixed: Prices on Expenses Report are now pulling the price on date of transaction

Build 1.1.1725.4228 (March-2018)

Added: VAT % now handles the increase to 15% WEF 01-Apr-2018
Added: Functionality to "Bulk Copy" Ad-Hoc Invoices

Changed: Add option to Hide Borders around Comments in Quotes
Changed: Added "Stock Item Bin" to Print Material List
Changed: Added "Bin" to Asset Items
Changed: Added "Clear Alert" to Call-Out Detail Action Button
Changed: "Call-Out Description" is now displayed with the Call-Out Number on Client Activity Lists
Changed: When a User is Created that they now have to change their password at next login
Changed: Added "Active" flag to Suppliers
Changed: Stock Items can now be created when adding material to Quotes
Changed: Labour and Travel Rates can now be "Selected / Changed" at Call-Out Detail
Changed: "VAT" CheckBox in Stock Items renamed to "VAT Exempt"; whenever these items are used VAT is ignored in calculations.

Fixed: Options off Job Actions button is now the same from List and Detail
Fixed: Quotes that were Jobs and have Orders placed against them are now high-lighted and can't be Deleted or Archived
Fixed: Credits to Expense Accounts now display in the correct order in Stock Movement Log
Fixed: All Stock Movement to Jobs / Internal Jobs now display correctly in GL Allocations Report

Build 1.1.1701.4174 (February-2018)

Added: "Search" to Quote / Jobs menu
Added: Ability to attach a document to ANY Time-Sheet Type
- Added: Add "Capture and Attach Doc" button to Time-Sheets
- Added: Show Attachments on Hour Sheets Report
Added: Have a "No-Click Search" option on User Preferences
Added: Notify the User if Jobs / Call-Outs are In-Progress when Generating Invoices / Completing Jobs

Fixed: When Misc Items that were Ordered to an Internal Job are Deleted a "Stock Item" is correctly created for the item
Fixed: Speed-Up loading of Sub-Store / Vehicle List
Fixed: "Comm Date" on Variance from Contract Report is now pulling correctly
Fixed: Order Line Items are displayed in ID ASC order

Build 1.1.1674.4115 (January-2018)

Added: Xero Accounting Package .CSV functionality
Added: Second-Level Drop-Down on Admin Menu

Changed: Option to Copy Call-Out Check-Lists
Changed: Required fields on Check-List forms are now High-Lighted/li>
Changed: When a Call-Out is Moved to a Job, the Call-Out Report is now moved to the Job
Changed: Client details are now shown on the "Archive Quote" pop-up
Changed: "Cost Centre" can now be assigned on Invoices at "Line Level"
Changed: Add "Header" to Activities for Call-Outs
Changed: Added "Active Flag" to Suppliers
Changed: Add "Invoice #" to Detail of Completed Call-Outs

Fixed: "Auto-Assigned from Order" is no longer added as a comment when creating a Bill of Materials from Sub-System or Quote vs Cost Report
Fixed: Labour and Misc items are now being exported when creating a Bill of Materials from Sub-System or Quote vs Cost
Fixed: Timesheets no longer show duplicate Call-Out no's if split with Lunch
Fixed: Table Headings now displaying correctly on Supplier Report
Fixed: Logged-In User details are now recorded when doing Vehicle Stock Take
Fixed: "Job Comments" are now pulling onto "Job Signature" documents correctly

Build 1.1.1643.4045 (December-2017)

Changed: Added "Fixed Rate" to GL Allocations Report

Fixed: Quotes that already have Costs associated with them are now highlighted correctly

Build 1.1.1624.4002 (November-2017)

Changed: Whenever Stock Item lists are used "On-Hand" is included (in brackets) in the list
Changed: Added "Stock Item ID" and "Desc. Search" to Stock Movement Pop-Up
Changed: Added Call-Out Check-List to Activity of Call-Out / Service
Changed: Added "Duration" to Activities
Changed: Added "Friendly Name" to Users

Build 1.1.1602.3953 (October-2017)

Added: Call-Out Check-List Forms on selected Clients' Call-Outs
Added: Pastel-Partner .CSV Export
Added: "Transfer to Job Bin" added to Inventory Action button
Added: Move Stock Items to Asset
Added: Send multiple Invoices to a single client (email)
Added: Send multiple Call-Out Reports to a client (email)

Changed: PDFs are now generated with EVOpdf
Changed: Renamed "Financial Categories" to "Cost Centres"
Changed: Added "Client" and "User" Filters to Sales Report
Changed: Call-Out Comment is now moved to Job Comment, when moving a Call-Out to a Job
Changed: "Order Number" added to Suppliers Report
Changed: Quote Detail added to "Accept Quote" pop-up
Changed: Added "Follow-Up needed" to Call-Outs
Changed: "Device Time" is now used as the default "Stop Time" on Time-Sheets
Changed: "Orders to Jobs" can now be received to Job Bins
Changed: "View all user notifications" (Permissions) moved to under "Notifications"
Changed: Generate "next" Ad-Hoc Invoice on Jobs now shows a List of Invoices
Changed: Speed-up of Stock Item List searches
Changed: "Email Quote" added to Jobs in Progress List
Changed: Permission added for "Move Call-Out to Job" if no open jobs for that client
Changed: "Client" added to description for Jobs / Call-Outs in Stock Movement
Changed: "Active" CheckBox on Stock List filters now DropDownList with "- Both -" as an option
Changed: "Default Discount" added to Suppliers
Changed: Add a way to "Reserve / Accept All" on Order Status and Job Bin
Changed: Indicate Mark-Up / Price / Selling Price on Stock Items pulled from Call-Outs into Invoices
Changed: Set "Activity" as default when "Add Notification" is clicked
Changed: Added "Job" as Standard "What Next" Option on Activities
Changed: "Job/Call-Out" column added to Documents Table
Changed: Material Prices / Comments no longer display on Call-Out Reports

Build 1.1.1558.3851 (September-2017)

Added: Pastel-Express .CSV Export
Added: Stock Items can now be transferred to Assets
Added: Stock Item Descriptions on Orders now hyperlink to a Filtered Stock Item List
Added: Orders and Transfers to Jobs in Stock Movement Log now hyperlink to the Order / Job Sub-System
Added: Filter for InActive users on User List
Added: "Hide Manufacturer on Invoices" to Company Details
Added: "Default Order Note" to Company Details
Added: "Convert Call-Out to Quote in Progress" to Actions on Call-Outs
Added: "Area" DropDownList to Clients
Added: "Hide Detail" option added to Actions on Call-Out Invoices
Added: "Email COPY Invoice" option added to Actions on Invoices
Added: On received Orders; Clicking on the Invoice Number shows what was received on THAT invoice
Added: "Always show comment on Quote" on Stock Item
Added: Km's Travelled are now displayed on Time-Sheets

Changed: If an error is generated while receiving an Order, the error message now has a hyperlink to a Filtered Stock Item List
Changed: Orders placed from Order Status Report are now Grouped per Supplier
Changed: "Cost Categories" renamed to "Stock Cost Categories"
Changed: "Financial Categories" renamed to "Cost Centres"
Changed: When an Order CREDIT is being received "Invoice #" and "Invoice Date" now are "Credit #" and "Credit Date"
Changed: The first Sub-System on a "Cost+ Job" is automatically "Checked" when the Job is created
Changed: Sort-order of Client Group DropDownList in Clients is now Alphabetical ASC
Changed: Category in Stock Item List is now filtered by Active/InActive

Fixed: Validation of Time-Sheets being booked against Job in Progress
Fixed: Prevent Timesheet entries of type Job from being edited / deleted if the Job is complete
Fixed: Work in Progress Report now pulls Locked Values from Systems

Build 1.1.1518.3758 (August-2017)

Added: "Include Company Name with outbound emails" to Company Details
Added: "Service" [CheckBox] to Call-Outs
Added: Permission to allow users to Delete Notifications
Added: Insert Bill of Materials into an existing Sub-System
Added: Editable Comments Textbox to Quotes / Jobs in Progress
Added: Convert Call-Out to Quote in Progress
Added: Insert "Fixed Rates" into Internal Jobs
Added: Email Signature to "User Preferences"
Added: "Don't Charge Call-Out Travel" to Clients

Changed: Removed "TimeSheet" option from Users (Can be accessed from Hour Sheet Report)
Changed: "Monthly Totals Report" now "Manual General Ledger Allocations"
Changed: Add Job Detail to "Merge Job" pop-up
Changed: Add "Confirmation" to "Credit Invoice"
Changed: End Activity if type Call-Out and Call-Out Signed-Off

Fixed: Ensure that Read-Receipts are sent to the Reply-To email address
Fixed: Paging to "Next" on Notifications generated an error
Fixed: Ensure that Serial #'s can be "Credited" on Order Receive
Fixed: Problem with VAT on Orders
Fixed: Don't allow Duplicate Credit Notes to be created
Fixed: Timesheets of "Existing Call-Out" can't be created error
Fixed: Placing orders from "Order Status Report" error
Fixed: "Creating lunch here will replace a 'Call-Out' event" on copy of time-sheets error
Fixed: Call-Out entries are no longer deleted from a Call-Out when lunch is removed

Build 1.1.1481.3671 (July-2017)

Added: Jobs can now be "Signed-Off" (Job Report saved as document under the Job)
Added: Cellphone number on Clients and Suppliers
Added: Client details pop-up on Activity lists
Added: Delete Signature CheckBox to "Return to Artisan" pop-up (for Re-Signature)
Added: Purchases Code to Financial Categories
Added: Automatically create Call-Out from Activity (Mobi)
Added: Supplier column to Pastel Partner Supplier Invoice Report
Added: Permission for adding Fixed Rates to Quotes
Added: "From me" filter to Notifications search panel
Added: Email Support button to Help menu

Changed: Default time on new Activities now 00:00
Changed: Client VAT number now displays on Quotes
Changed: When "Mark as done" is clicked on an Activity; Note, Time and Date are copied to the new Activity
Changed: Monthly Totals Report now called "Manual General Ledger Allocations"
Changed: On Create Quote, if "Insert Blank System / Sub-System" is Checked, then the Description of the System and Sub-System are set to the Quote Description
Changed: If "Add Stock Item" permission (under Inventory) is UnChecked then the user can't Create Stock Items from Quotes and Orders
Changed: Renamed "Support" option on Help menu to "FreshDesk"

Fixed: Pastel Partner Import now uses the correct VAT codes
Fixed: VAT calculations on receive of Orders with VAT Exempt items
Fixed: B2B Stock Categories now pulling correctly
Fixed: Price after discount now displaying correctly on received Orders
Fixed: Credits to Suppliers now export to IQ-Retail .CSV
Fixed: Stock Items with apostrophe's in the Description can now be added to Call-Outs
Fixed: Completing a Call-Out from the Call-Outs under Review list no longer generates an error
Fixed: Users no longer get a "You do not have the necessary permissions to edit this document." when attempting to view attachments on Notifications

Build 1.1.1448.3599 (June-2017)

Added: "Fixed Call-Out Rate" to Client Edit (This uses the Client Group Travel Rate to Invoice clients)
Added: "Show Detail" checkbox on Sales Report
Added: "Stock Item Search" and "Create Stock Item" to Bill of Materials
Added: "Zero Price on Quote" to Bill of Materials Stock Items
Added: CheckBox to Check/Un-Check All Call-Out "Charge" rows
Added: "Purchases Code" to Financial Categories
Added: Validation to prevent Clients from capturing Std Operating Hours that are not in 15 minute increments

Changed: Marking Activities as "Done" now copies the Note to the new Activity
Changed: When a new Quote is created the user is now redirected into the Quote Detail
Changed: Don't allow users to create Document Categories when uploading documents from Mobi
Changed: Pastel Invoice Import now imports into a GL Batch
Changed: When Orders are "Completed" the Send Email Dialogue now opens immediately
Changed: Don't allow Call-Outs in Progress to be Completed if there are Open orders for the Call-Out

Build 1.1.1419.3522 (May-2017)

Added: "Orders" to Jobs in Progress Action button (this shows a list of ALL Orders associated with a Job in Progress)
Added: Permission for Vehicle Stock-Take and Delete a Signed-Off Call-Out
Added: B2B Company Name on Company Details page
Added: Manufacturer column to Stock Item List
Added: Manufacturer Search to "Find Stock Item pop-up"
Added: Allow "Call-Out Documents" to be emailed with Call-Out Report
Added: Pastel Partner Import App now supports v14 and v17
Added: .CSV export of Invoices / Supplier Invoices for IQ-Retail
Added: Select Supplier from Order Status Report
Added: "Show Detail" to Sales Report
Added: Show "Financial Category" and "Sales Analysis Code" on Signed-Off Invoices

Changed: On orders with status "Processing" make Date editable
Changed: B2B Company Name is now used whenever referencing B2B Stock / Clients / Etc.
Changed: "Travel Rate" is now "Travel / Toll Rate"
Changed: Split Supplier Invoice "Export" if more then one "CostTo" has been used on an Order

Fixed: Removed validation on Expense Account when not using Pastel Partner accounting
Fixed: Show B2B Stock Items in Sub-Store / Vehicle List
Fixed: Value on Outstanding Orders
Fixed: Value on Stock Item list (now includes stock in Sub-Store / Vehilcles and Job Bins)

Build 1.1.1392.3457 (Apr-2017)

Added: Permission to set Order with status "Awaiting Invoice" back to "Processing"
Added: Report Total to the Expenses Report
Added: "Expenses" to Monthly Totals Report

Changed: Only items ordered to "Stock" are available to be used
Changed: All emails are now sent from no-reply@eazycontracting.com
Changed: Wording of Credit Note email to clients

Fixed: Check for duplicate serial #'s when receiving stock
Fixed: Speed-up loading of Time-Sheets
Fixed: Deleting of Misc Items from Call-Outs no longer creates a stock item

Build 1.1.1381.3425 (Mar-2017)

Added: Filters to Stock-Take
- Category Total (with Hide Line-Detail)
- Active / InActive Items
- Not Accepted / Already Accepted
- Hide Prices
Added: Pop-Up message when Stock-Take date is changed to remind the user to clear previous Stock-Take values
Added: "Create Stock Item" at Stock-Take and Quote material
Added: "Cost to Stock Only" filter to "Supplier Report"
Added: Permission for Adding "Misc Items" to Quotes and Orders
Added: "Adjustment" entry for balacing received Orders with Invoices

Changed: "Usage" Date on Orders received to JOBS is now the same as Delivery Date
Changed: When Copying Stock Items the new item is now only Created on "Save"
Changed: If a Client status is set to "Dormant" then "Visible to Team Leaders" is UnChecked and Disabled

Fixed: "Order received to vehicle problem"; stock movement log was reflecting transactions in the incorrect order
Fixed: Problems with "View Cost Breakdown on Call-Outs" not displaying unless the user was logged-in

Build 1.1.1340.3333 (Feb-2017)

Added: "Show Detail" on Contract Invoices
Added: Download of Invoices and Supplier-Invoices to .csv for Sage-One
Added: "Report Total" to Outstanding PO's Report
Added: "Prices Include VAT" [CheckBox] added to Supplier edit form
Added: Permission for "TimeSheet Delete"

Changed: "Travel Rates" to "Travel / Toll Rates"
Changed: "Rental Rates" to "Fixed Rates"

Fixed: Usage Report Totals
Fixed: Invoice List load-speed

Build 1.1.1320.3280 (Jan-2017)

Added: "Serial #" view-option on Stock Take
Added: "Serial #'s" can now be added "Ad-Hoc" to Clients
Added: "Serial #'s" can now be Returned to Store / Exchanged / Scrapped (from Serial # list)
Added: "Part #" and "Description" Search to "Insert Job Cost Item", "Insert Call-Out Cost Item", "Execute Instant Stock Transfer (Vehicles)" pop-up
Added: Stock On-Hand is now displayed next to Order Qty on Insert Order Item pop-up
Added: Stock Item Comments now pull through onto Orders when items are added to the order
Added: Allow more than one Sub-Store / Vehicle to be assigned to a user
Added: "Paid-Status" of Invoices is now indicated on the Jobs in Progress list and Work in Progress Report

Changed: Quote Price per Stock Item can now be set by the user (Mark-Up automatically calculated)
Changed: CC and Bcc fields added to Email Pop-Ups
Changed: Allow more than one Sub-Store / Vehicle to be assigned to a User
Changed: Variance from Contract Report is now only visible to Accounts that have "Contracting" enabled
Changed: Labour and Travel Labour Detail are now split on the Work in Progress Report

Build 1.1.1292.3210 (Nov-2016)

New Feature: Sales Report
New Feature: Rental Rates
New Feature: Multiple Suppliers per Stock Item
New Feature: "Print Material List" to Jobs Action Button
New Feature: Column to "Mark Invoices as Paid" (Signed-Off Invoices)

Added: "Unit" Column to Quotes and Invoices
Added: "Ave Price" to Stock Movement Log
Added: "Detail Option" to Job "System" Invoice
Added: "Bin" to Stock Item
Added: "Distance" to Quote Form
Added: "Confirm km + time with Team Leader" to Client Form
Added: "km" + "time" to Call-Out Entry (if "Confirm km + time with Team Leader is Checked)
Added: "Description" Search to "Insert Quote Item" and "Insert Order Item" pop-up

Changed: Monthly Totals Report now shows detail of Ad-Hoc invoices
Changed: If Company Details "VAT No" field is blank then hide VAT on Quotes and Invoices
Changed: Show available stock when attempting to use or transfer a Stock Item
Changed: Added field for the user to insert a Part # when creating stock item at time of placing order
Changed: Added field for the user to insert a Unit when creating stock item at time of placing order
Changed: Added a VAT Inclusive column to Invoice and Supplier Reports

Fixed: Allow emails to be sent to users with "allowed ASCII characters"
Fixed: Comments not wrapping at line-break on Detailed Quotes
Fixed: Divide by Zero error on Work in Progress Report

Build 1.1.1266.3147 (Oct-2016)

New Feature: "Part #" Search to "Insert Quote Item" and "Insert Order Item" pop-ups
New Feature: Ordering to International Suppliers
- Currency on Supplier
- International + ZAR Currency on Stock Item
- Receiving of Orders in both currencies
- Both currencies on Stock Item List

Added: "Show Part # on Quote" to Quote Line Items
Added: "Client: On-Hold" Status to Client detail
Added: "Assign Users to Jobs/Invoices" on Company Details
Added: "Show/Hide "Client" on "Orders to Jobs" on Company Details

Changed: Allow Messages/Activities to be sent to B2B Clients/Suppliers
Changed: Allow for Discounts on Miscellaneous Order Items
Changed: Allow prices on Orders to be 4 decimal places

Fixed: Speed-up Call-Outs in Progress Report
Fixed: Delete attachments when deleting a Quote
Fixed: Don't allow Quote Line Items to be added to "Cost Plus" Quotes
Fixed: Changed length of "Stock Item Comment" to unlimited

Build 1.1.1229.3063 (Sep-2016)

New Feature: Contact Manager
New Feature: File Storage

Added: Show own Serial #'s at B2B Linked Clients
Added: "Awaiting PO" documents can now be sent as attachments; at Clien level
Added: Filters on Client List
Added: Client Edit Form Tabs: "Activity", "Documents", "Inventory / Serial #'s" and "Detail"
Added: "Show Calcultated Columns" to Orders List

Build 1.1.1184.2939 (Aug-2016)

Added: Sent email column to Quote Submitted List
Added: Back button on Work in Progress Report (when "Drilling-Down into Job Detail)
Changed: Order Items can now be set VAT exempt at Order Item Level
Changed: Orders can only be recieved on Invoice
Fixed: Invoice # is now being written to Credit Note comment
Fixed: Validation for TimeSheet booking into the future works on Insert and Edit of TimeSheet

Build 1.1.1155.2873 (Jun-2016)

Added: "Comment" per period on Contracts
Added: Contracts - have a Report for "All Contract Groups"
Added: Users can now Copy Ad-Hoc Invoices
Added: Notify User if he/she is not using Google Chrome to access Eazy Contracting
Added: Hour Sheets Report - Show Details + Comments

Changed: "View Charge Breakdown on Call-Outs" can now be turned On/Off at Client level
Changed: Suppliers Report now uses "Supplier Invoices" for "Received" Items
Changed: "Cost-To" on Orders can now be done at Line-Level
Fixed: Enforce "Financial Category Code" at Invoice Sign-Off

Build 1.1.1109.2798 (May-2016)

Added: Stock Re-Order Report
Changed: Allow users to "partially accept" transfers to Vehicles
Changed: Show Job # and Client # on Generate Invoice Pop-Up
Changed: Don't allow TimeSheets to be booked more than 30 minutes into the future
Changed: Update Order totals while receiving orders
Fixed: Check why "Client" isn't being remembered on Quote Edit

Build 1.1.1085.2736 (Apr-2016)

New Feature: Asset Tracking (down to User Level)
New Feature: Pastel-Partner Import App (Invoices)
New Feature: Serial Number Tracking on Stock Items
Added: Invoice #'s to Order List
Added: "Outstanding Orders" to Suppliers Report
Added: "Incl VAT" and "Zero Mark-Up" to Vehicle Misc Stock
Added: Totals to PDF Quote Detail
Changed: Allow Misc Items to be ordered to Vehicles
Changed: When moving Quote to Job in Progress remove all "Deleted" Quote Items
Changed: Order Status - Include Misc Items that have been quoted on
Changed: Users can now set their prefered "Paging Size"