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Release Notes

Build 1.1.2282.5473 (December-2020)

  • Added: Quotes & Invoices can now be done in multiple currencies (for Xero API accounts, only)
  • Added: Check Quote Sub-Systems, Submit Quote, Complete Order & Sign-Off Invoice can now have "Values" assigned to the permissions
  • Changed: Added a permission for "Accept" on Stock Take
  • Changed: Sub-Contractor Fees are now displayed on the Variance from Contract Report
  • Fixed: Invoice list load-speed


Build 1.1.2272.5449 (November-2020)

  • Changed: Moved "Header" Row (Call-Out Detail and Invoice) above "System"
  • Changed: Bank Account Details row on the Delivery Note PDF now hidden
  • Changed: "Chargeable Calls Report" (email subject) now "Purchase Order No. Request"
  • Changed: Maintenance Scheduler
    • Added: "Asset" + "Warranty Status" to Call-Outs
  • Fixed: "Single Line Bill of Materials" now visible on Jobs
  • Fixed: Contract Report value with incorrect value in last column


Build 1.1.2257.5418 (October-2020)

  • Changed: "Bank Account Details" field is now a WYSIWYG field
  • Changed: Maintenance Scheduler
    • Option to chose between "New" / "Existing" Job when Scheduling Maintenance Activity
    • Next Service Date is now set on Completion of Maintenance Scheduled Job
    • A Scheduled Maintenance Event can now be deleted
  • Fixed: Assign Serial #'s to "Used Cost Items" when converting Stock Items to "Use Serial #'s"
  • 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)

  • Added: Xero API Integration
    • Pull Chart of Accounts
    • Pull Tax Types
  • Changed: Invoices with VAT Exempt items now notify the user of the fact
  • Changed: Added "All" Option to filtering of Orders
  • Fixed: Bulk Copy of Invoices now prevents duplication of copies
  • Fixed: Call-Outs with Misc Stock Items can now be edited
  • Fixed: Stock Item Picker speed


Build 1.1.2233.5359 (August-2020)

  • Added: "Page Footer" to Quotes
  • Changed: Quote Items are now flagged if Stock Item Ave Price > Current Price
  • Changed: Call-Outs with Outstanding Orders can no longer be Placed Under Review
  • Changed: Call-Out in Progress List load speed fixed
  • Changed: Postal address now used on Quotes
  • Fixed: Labour values on Quotes are now updating correctly


Build 1.1.2222.5337 (June-2020)

  • Added: Xero API Integration
    • Connect to Xero
    • Batch Posting of Customer and Supplier Invoices
    • Posting of Customer Invoices on Sign-Off
    • Posting of Suppler Invoices on Receipt (Incl Attachments)
    • Posting of Stock Control Manual Journals
  • Changed: Added "Started Date/Time" as type to Check-Lists
  • Changed: Added "Consolidate Order Items" to Supplier Edit
  • Fixed: Changed Fixed Rate "Rate" Label to "Selling Price"


Build 1.1.2195.5278 (May-2020)

  • Added: Check-Lists to Jobs and Time-Sheets
  • Added: Check-Lists to Hour Sheets Report
  • Changed: Decoupled Check-Lists from Time-Sheets
  • Changed: Added "User Details" as type to Check-Lists
  • Changed: Added "Completed Date/Time" as type to Check-Lists
  • Changed: Added "Call-Out / Job Details" as type to Check-Lists
  • Changed: Label and Behavior of "Capture and Attach Doc" button on Time-Sheets
  • Fixed: "E&OE" is now displayed on ALL Invoices
  • Fixed: Line Item "Order" when Copying Invoices is now maintained
  • Fixed: When Crediting an Invoice the Cost Centers on the Invoice are maintained


Build 1.1.2170.5227 (April-2020)

  • Added: "Single Line Bill of Materials" to Quotes
  • Added: Option for "Show Footer on Last Page of Detailed Quote" to Company Details
  • Added: "Show Item Prices" Permission on Sub-Store Vehicle List (Mobi)
  • Added: Warning to User when receiving a Supplier Invoice of a Possible Duplication of the Invoice Number
  • Added: Option on Quote Add/Edit to "Hide Prices / Values (Line Item)" on Quote PDF Detail
  • Added: A "Totals" row to the Call-Outs Completed List
  • Changed: Added a "Round to x decimal places" value to Contract "Mark-Up from Previous Period"
  • Changed: "E&OE" is now displaying on ALL Invoices
  • Changed: "Update Price" on Quotes now adjusts prices up and down (was up only)
  • Changed: When Ordering from Order Status Report the Lowest Price is now used on the Order
  • Fixed: On Xero .CSV Invoice Export "Total" and "TaxAmount" are no longer populated


Build 1.1.2153.5186 (March-2020)

  • Added: Client Groups can now have Invoice To automatically assigned to all Clients / Sites in the Group
  • Added: Client Group and Date Range Filters on Call-Outs in Progress List
  • Added: Detail View on Call-Outs in Progress List, with .csv export
  • Added: Batch Invoicing of Call-Outs in a Client Group
  • Changed: When creating a Bill of Materials from a Sub-System the new BoM now opens in a new tab
  • Fixed: CostPlus Job Invoice Generation speed


Build 1.1.2138.5154 (February-2020)

  • Added: "Page Break" as type to Check-Lists
  • Added: "Labour", "Travel" & "Fixed Rate" icons to Invoices
  • Added: Warning on Quote in Progress if "Totals are Locked"
  • Changed: Quote / Job / Mnf Search Criteria are now "Remembered" accross sessions and logins
  • Fixed: "Current Price" is now updated on Stock Items when Manufactured Items are Completed


Build 1.1.2132.5139 (January-2020)

  • Added: "Category Filter" to Activity Search
  • Added: "Alert" Filter to Call-Outs in Progress
  • Added: "Internal Reference" to Clients and Contract List
  • Added: Option to "Hide Prefixes on Quote PDFs"
  • Added: Option to "Hide Prefixes on Invoices"
  • Changed: The Call-Out Number is now added behind the Date in Comments when Merging Call-Outs
  • Changed: Removed "Settlement Terms Code" from Client Group Edit
  • Fixed: Comments now "Wrap" correctly on Quotes when converting a Call-Out to a Quote
  • Fixed: Allow any user with the "Allow User to End ANY Activity" Permission to Mark an Activity as Done
  • Fixed: Serial # Stock Item that have been "Scrapped" can now be received once repaired


Build 1.1.2122.5118 (December-2019)

  • Added: User Orders "In Processing" are now displayed on the Home Screen
  • Changed: Sub-Systems on CostPlus Jobs can now be Added, Edited and Deleted
  • Changed: Job Comments can now be edited in-line on the Work in Progress Summary Report
  • Changed: Order and Reserve now have seperate "Check-All" commands on the Job Order Status Report
  • Changed: VAT Status is now checked on change of Supplier on Orders
  • Fixed: In-Active Users are now stripped of all permissions
  • Fixed: When receiving Orders, if Supplier Pastel Code is blank the Supplier Name is now used as the "Pastel Code"
  • Fixed: Sort Order on Mobi Sub-Store / Vehicle Pending Transfers is now in Date Ascending order


Build 1.1.2107.5086 (November-2019)

  • Changed: Added "Client Status" to Add Client from User Notifications
  • Changed: Added "Job End Date" to the Quote / Job Edit Form
  • Changed: Items with "Over Use" on Quote vs. Cost Report are now Highlighted
  • Fixed: Employee Satisfaction Form is now displayed on Call-Out Sign-Off when Returned to Artisan with "Delete Signature" checked
  • Fixed: Added "Fixed Rate" column to Items Under Manufacture List
  • Fixed: Distance (km) and Travel Time (hrs) are retained on Call-Outs that are Returned to Artisan where the Call-Out has Lunch
  • Fixed: Client Status of "Contact: Quotation" now appear on Add Activity page
  • Fixed: "Show Comment on Quote" flag is now copued when copying Quotes
  • Fixed: Wrapping of long descriptions in lists
  • Fixed: Job in Progress Count


Build 1.1.2086.5031 (October-2019)

  • Added: CostPlus Job Invoices can now be split across Sub-Systems (Option)
  • Changed: Description field on Quote Items now has a fixed width
  • Fixed: "Fixed Rates" are now included in CostPlus Job Invoices (Material)
  • Fixed: "Fixed Rates" are now included on the Job "Quote vs Cost" Report


Build 1.1.2065.4983 (September-2019)

  • Added: Consolidation of Quote Items (Option)
  • Changed: Added "Actual Cost (Zero Mark-Up)" as an option on CostPlus Job Invoice generation
  • Changed: Ad-Hoc Invoices can now be "Linked" to Jobs in Progress
  • Changed: Added "Company Registration" and "Website" to Company Details -> General
  • Fixed: B2B Call-Out "Headers" are now transferred to the new Call-Out
  • Fixed: Only "Active and Visible" Clients are shown on Call-Out Client DDL
  • Fixed: Company Name now displaying in Address on Quotes
  • Fixed: Check List Items are no longer "Jumbled" when a Check List is Copied


Build 1.1.2039.4927 (August-2019)

  • Fixed: Call-Outs with outstanding Orders can no longer be deleted
  • Fixed: Quotes with outstanding Orders can no longer be archived or deleted
  • Fixed: Sub-Store / Vehicles with pending transfers can no longer be set to In-Active
  • Fixed: Time-out error when generating Invoices on CostPlus jobs with many Cost Items
  • Fixed: O/T and S/T Labour values now update correctly on quotes
  • Fixed: Merging of Stock Items no longer changes Stock-Take Open / Close values


Build 1.1.2023.4892 (July-2019)

  • Fixed: Delete / Merge of Manufactured Stock Items
  • Fixed: Stock Take Action Button .css


Build 1.1.2011.4868 (June-2019)

  • Changed: Added "More Detail" to Purchases side of Cost Centre Gross Profit Report
  • Changed: Removed "Ad-Hoc" from the "General Ledger Allocations Cost Centre Detail" Report
  • Changed: Removed "Manual General Ledger Allocations" Report


Build 1.1.2001.4844 (May-2019)

  • Changed: Linked Labour Rate to Users
  • Changed: Linked Travel Rate to Vehicles
  • Changed: CostPlus Job Invoicing can now be linked to Labour & Travel Rates
  • Changed: "Client Group" [Label] is now "Contract Group" on Variance from Contract Report
  • Changed: Wording in Job Costs "Auto-assigned from Order xxxx" now says "Order xxxx", and the text is a hyperlink to the Order
  • Fixed: Time-Sheets of type Travel that span N/T - O/T no longer double travel km's
  • Fixed: SageOne Export of Supplier Invoices now splits VAT and No VAT
  • Fixed: Serial # Stock Items that were deleted at Stock-Take can now be added back into stock


Build 1.1.1984.4801 (April-2019)

  • Fixed: Don't allow Duplicate transfers to Sub-Store / Vehicles to occur
  • Fixed: "Requested by" can now be edited on Order Credits
  • Fixed: Serial #'s are no longer "lost" at Sub-Store Stock Take
  • Fixed: Orders can no longer be placed against a Job that doesn't have a Sub-System


Build 1.1.1965.4758 (March-2019)

  • Changed: Receiving of Order "Adjustments" can now be positive or negative
  • Fixed: Setting a Sub-Store / Vehicle InActive now clears all Stock Records
  • Fixed: Duplicate (Identical) Time-Sheets can no longer created
  • Fixed: All Come-Backs are now displaying on the Sale Report


Build 1.1.1950.4724 (February-2019)

  • Changed: Added "Come Backs" to the Sales Report
  • Changed: Added "No Charge Call-Outs" to the Sales Report
  • Changed: Added "Total" to the Call-Outs in Progess List
  • 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
  • Changed: Added "Est Cost" to Quotes
  • Changed: Added "Awaiting Invoice" Filter to Orders list
  • Changed: Added "Cost Centre", "Client" and "Status" Filters to Work in Progress Report
  • Changed: Added a "Invoice Paid" column to the Work in Progress Report
  • Changed: Order Status Report no only shows "Physically On-Hand" in On-Hand Column
  • Fixed: Duplicate Sales Rep codes can no longer be created
  • Fixed: Ad-Hoc Credit Orders now link correctly to Jobs


Build 1.1.1931.4679 (January-2019)

  • Added: "Show/Hide Password" to Login Page Password Field
  • Changed: Added "Show Full Comments" Filter to Hour-Sheet Report Detail
  • Changed: Added "Cost Centre" to Order Cost To DropDownList (for Misc Items only)
  • Changed: Added "Split Work" and "Hours" Filters to Salaries / Wages Report
  • Changed: Average calculations on "Completion Progress" Report now use "Weighted Averages"
  • Changed: Pending Transfers Filter on Equipment List now has an option for "All Transfers" as well as "Transfers to Store"
  • Changed: Default Cost Centres on Company Details now use "Financial -> Cost Centre" values
  • Changed: Orders to Cost Centres are now included in the Cost Centre Gross Profit Report
  • Fixed: Comments on Call-Out Detail now wrap
  • Fixed: Default B2B Order No is no longer pulling through on Call-Out Edit


Build 1.1.1915.4645 (December-2018)

  • Changed: When choosing a Job from a Notification only Jobs for the "selected client" are shown
  • Changed: Re-Ordered fields on Client Edit form and made lables clearer for users
  • Changed: Call-Out Numbers are now included in Call-Out Search
  • Changed: Added Active/InActive and Sort Filters to Hour Sheets Report
  • Changed: Added "Description" to "Job No" for Manufactured Items
  • Fixed: "StockItem [0] cannot be found." error when selecting a Supplier on a new Stock Item


Build 1.1.1904.4622 (November-2018)

  • Fixed: Call-Outs with Material and/or Check-Lists can no longer be deleted
  • Fixed: CostPlus Jobs that have been invoiced can no longer be set back to "Quote in Progress"


Build 1.1.1880.4570 (October-2018)

  • Fixed: Removed ALL Pastel SDK Limitations
  • Fixed: Values on Work in Progress Report are being filtered correctly to the "Report Period To" date
  • Fixed: Comments on Call-Outs no longer show paragraph tags


Build 1.1.1856.4518 (September-2018)

  • Fixed: Call-Outs with Customer Satisfaction Survey that have been Returned to Artisan can now be signed-off
  • Fixed: VAT Incl and VAT ammounts now pull corretly into .csv
  • 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)

  • Fixed: CheckBox List Values not "Saving" on Check Lists
  • Fixed: Load-speed of Quotes, Jobs and Call-Out Lists
  • Fixed: Time-Sheet entries can no longer be captured "backwards"
  • Fixed: Error when merging Jobs
  • Fixed: Only Active Users can be assigned to Sub-Store / Vehicles


Build 1.1.1769.4335 (May-2018)

  • Fixed: Don't allow Orders to be Completed against Jobs that are Completed
  • Fixed: Stock Take Values now static
  • Fixed: All references to Internal Jobs are now only available if the Internal Jobs Module is enabled


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)


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)

  • 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


Build 1.1.1381.3425 (Mar-2017)

  • 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)

  • Fixed: Usage Report Totals
  • 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)

 
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