Version 2-18

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Version 2-18

Release date: April 2004

 

General

       Rich Text Format Layouts, added to previous fixed position user-defined report layouts.         

 

       New Word Processor incorporated to edit layouts and output for remittances, claims, variations, jobs, contacts etc.         

 

       Optional Tabular formatting of main text for claims & variations         

 

       Layout Files module. Nominates default layouts, document locations  and formats        

 

       New Logon screen        

 

       All new Toolbar and button icons        

 

       Error messages include history trail         

 

       

 

Document Handling

       New Document Handling module gives instant access to job and contact related documents, drawings, images, emails and SMS messages

       

               

Setup

       Each Company can have a different background colour         

 

       SMTP Email formats supported         

 

       SMS setup

 

       Country drop-down allows localisation         

 

Security System includes comments, filter bar

 

Posting

Statistics screens now include graphs, and access can be blocked

 

Variations and Claims can use RTF layouts

 

New format Claim Calculator

 

New format Receipt posting:posting modes: Jobs, debtor & GL

 

Default remittance type set in Suppliers allows EFT payment runs with different remittance types.

 

SMS remittances supported

 

Suppliers can be selected for payment by Supplier Group

 

Invoice Checking Criteria: Additional Failure action plays siren on failure

 

Changes to Cheque/Remittance Special Fields

 

Banks

Support for New Zealand format EFT

New larger format Bank logos

 

Bank Reconciliation

       Additional bank statement import formats

 

Jobs

       New format screen        

       

Suppliers

       New format screen        

 

       CSV import        

 

       Copies Accounts to Orders Addresses

 

       Labels print either Accounts or Order addresses

       

Quantities

       Save Snapshots: Revert to job at last load         

 

       New format Summary        

 

       Summary Comparison allows Budget,Bill,Transactions and Ordered comparisons. New Summary and Movement tabs

 

       Selected items Recipe Explosion        

 

Graphical Take Off

       Totally revised

       Take-off directly from CAD drawing files (removed in version 2- 30

       New Mouse Controls

               

Orders

       User-definable Order Layouts        

 

       Order Batches allows orders to be batch processed. Selected from either Job Control, Orders, Quantities, Order Selection        

 

Quotes

       New format includes cost centre markups

               

Catalogue (Price List)

       New format screen

 

       Search can now search for and select all items that are ingredients of selected main items.

       Run this before export to XML

       Cost Centre Bank hidden

       New Reports screen

 

Job Control

       SMS messages to Action Owners requesting completion dates         

 

       Communiques: auto creation of documents, emails and SMS messages         

 

       Date locking now independent of completion status 

 

       Document Handling module,Rich Text Format Layouts,

 

Front End

       Document Handling module,Rich Text Format Layouts,

 

 

Further Reading

 

       Automated Project Control

 

       EFT Remittances

 

       Documents

 

       Using Job Control for pre-Sales        

 

       Integrating with Job Control & Front End

 

       SMS Watch

 

       Batching Orders