Release Notes Inntact 8
RELEASE NOTES (04.01.2024)
- Enhancement
Stocks
- Add fields Aufwandskonto and Korrektur as columns within item details transaction tab.
RELEASE NOTES (12/9/2023)
- Enhancement
ORDER
- Excel Export for order columns
RELEASE NOTES (01/9/2023)
- Enhancement
ORDER
- Filter for shipping condition (multiple selection)
RELEASE NOTES (21/7/2023)
- Enhancement
GENERAL LEDGER
- Ledger - PDF Preview - clickable hyperlinks
RELEASE NOTES (10/7/2023)
- Enhancement
ACCOUNTS PAYABLE
- AP import credit note
RELEASE NOTES (07/7/2023)
- Enhancement
GENERAL
- General inntact - Reminders - QR and invoice per reminder
RELEASE NOTES (07/29/2022)
- Enhancement
ORDER
- Order head – Adhoc checkbox
- If check, adhoc address will be shown otherwise default delivery address is shown.
RELEASE NOTE (11/05/2021)
- Enhancement
STOCKS
- QR Iban without spaces
RELEASE NOTES (11/03/2021)
- Enhancement
GENERAL LEDGER
- PDF column in Grid
ACCOUNTS PAYABLE
- PDF column in Grid
RELEASE NOTES (10/15/2021)
- Enhancement
ACCOUNTS PAYABLE
- Allow to add negative amount on advances
RELEASE NOTES (11/25/2020)
- Enhancement
GENERAL LEDGER
- GL – Booking
- Allow to link PDF
RELEASE NOTES (11/12/2020)
- Enhancement
ACCOUNTS PAYABLE
- Allow to enter single booking in when reading ESR/QR File
RELEASE NOTES (09/07/2020)
- Enhancement
ACCOUNTS RECEIVABLE
- Allow to view invoice PDF from AR
RELEASE NOTES (09/01/2020)
- Enhancement
GENERAL LEDGER
- GL - Helg Küchenbauf - CC/CO in Ledger
- Allow to preview also other CC/CO in filter
RELEASE NOTES (08/12/2020)
- Enhancement
ACCOUNTS PAYABLE
- Allow to select which should be read first (QR Code Default)
RELEASE NOTES (07/27/2020)
- Enhancement
ACCOUNTS PAYABLE
- Allow to read ESR line in Import PDF.
RELEASE NOTES (07/16/2020)
- Enhancement
ACCOUNTS PAYABLE
- Allow to select pdf sources from Dropbox and OneDrive.
RELEASE NOTES (07/10/2020)
- Enhancement
ACCOUNTS PAYABLE
- New icon PDF, when click show preview of PDF
GENERAL
- Sales - Options - order - add QR Options
RELEASE NOTES (07/06/2020)
- Enhancement
ACCOUNTS PAYABLE
- New tab QR in Supplier
- New tab QR in Supplier Pay center
- Used QR IBAN Account on Payment Wizard
- New button Import/Update Bank Address
RELEASE NOTE (06/25/2020)
- Enhancement
ACCOUNTS PAYABLE
- Allow to create invoice using QR Code
- Supplier suggestion in dropdown list
RELEASE NOTES (06/18/2020)
- Enhancement
GENERAL
- CRM - 3CX note - change textbox to Memo.
RELEASE NOTES (06/04/2020)
- Enhancement
ORDER
- QR Invoice
- Add QR code in ESR lst
ACCOUNTS PAYABLE
- QR- IBAN - new field
- Implement within options a new field for the QR IBAN
RELEASE NOTES (02/19/2020)
- Enhancement
GENERAL
- Thousand Separator warning message shown.
RELEASE NOTES (02/14/2020)
- Enhancement
GENERAL LEDGER
- Print ledger still very slow
RELEASE NOTES (01/30/2020)
- Enhancement
SERVICE
- Holiday, OT/UT allow as standard
RELEASE NOTES (01/15/2020)
- Enhancement
ORDER
- Turnover List Based on filtered orders.
RELEASE NOTES (01/10/2020)
- Enhancement
GENERAL
- Check format settings while startup intact
- Show message if region settings regarding thousand separator not correct
RELEASE NOTES (12/03/2019)
- Enhancement
STOCKS
- Item groups selection for searching
- possibility to search for multiple items groups at once in stock.
RELEASE NOTES (11/27/2019)
- Enhancement
WEBPANEL
- User Define
- Progress Bar on sync
RELEASE NOTES (11/07/2019)
- Enhancement
GENERAL
- AnyDesk - Financial and Sales - open as administrator
RELEASE NOTES (10/30/2019)
- Enhancement
ACCOUNTS RECEIVABLE
- Email sending of reminders - setup (using outlook)
- Allow to send multiple reminders using outlook application if "Use outlook mail" (Based on CRM options) is checked.
RELEASE NOTES (10/28/2019)
- Enhancement
ACCOUNTS PAYABLE
- New option in invoice details "Block Payment", if this is checked then don't include this in Payment Wizard List
RELEASE NOTES (10/11/2019)
- Enhancement
ACCOUNTS PAYABLE
- Overview > add column “PDF”
- Overview > new button shows PDF > show the linked PDF of an invoice
RELEASE NOTES (10/10/2019)
- Enhancement
ACCOUNTS RECEIVABLE
- New format for camt.054
RELEASE NOTES (10/02/2019)
- Enhancement
SERVICE
- Service - Daily Activities Report - add total per day duration/minute
RELEASE NOTES (10/01/2019)
- Enhancement
STOCKS
- Stocks > Item Price Discount
- Show PO Discount in Transactions
RELEASE NOTES (09/27/2019)
- Enhancement
CRM
- Address overview – More Filters
- Filter relation within groups
SERVICE
- Daily Activities – New Report
RELEASE NOTES (09/16/2019)
- Enhancement
ACCOUNTS PAYABLE
- Allow to link PDF Files from FTP
RELEASE NOTES (09/13/2019)
- Enhancement
CRM
- CRM Export – Add salesman field
RELEASE NOTES (09/10/2019)
- Enhancement
SERVICE
- Week Report View
RELEASE NOTES (09/04/2019)
- Enhancement
POS
- Days closing will now include transfer to GL
RELEASE NOTES (08/28/2019)
- Enhancement
POS
- Employee with no transactions yet are allowed to delete.
- New message shown upon proceeding to payment
RELEASE NOTES (07/04/2019)
- Enhancement
GENEREAL LEDGER
- Overview filter - Updated By and Entered By
- Look-up form for User
RELEASE NOTE (07/02/2019)
- Enhancement
ORDER
- Order - Documents - print form
- Show only show documents for the current user
RELEASE NOTES (06/25/2019)
- Enhancement
GENERAL LEDGER
- Overview - new column in ledger view in grid and new filter option
RELEASE NOTES (06/24/2019)
- Enhancement
STOCKS
- Inactive accounts may not be selected in articles
RELEASE NOTES (06/20/2019)
- Enhancement
SERVICE
- Show column for invoice nr in OI overview grid
- Implement checkbox and all which are checked can be close at once
RELEASE NOTES (06/19/2019)
- Enhancement
ORDER
- Show error message on list box beside grid
RELEASE NOTES (06/07/2019)
- Enhancement
CRM
- Show inactive salesman for this filter only
- Allow to select more than one salesman
RELEASE NOTES (05/09/2019)
- Enhancement
GENERAL LEDGER
- GL - Show accounts with budget in income and balance statement
RELEASE NOTES (05/08/2019)
- Enhancement
STOCKS
- Item details combobox checkbox loading improvement
RELEASE NOTES (05/03/2019)
- Enhancement
CRM
- Address group - new checkbox exclude by default
RELEASE NOTES (04/24/2019)
- Enhancement
SALARY
- New vacation report
- Salary - reports - vacation plan - change format
RELEASE NOTES (03/27/2019)
- Enhancement
ACCOUNTS RECEIVABLE
- Delete Logs
ACCOUNTS PAYABLE
- Delete Logs
GENERAL LEDGER
- Delete Logs
RELEASE NOTES (03/18/2019)
- Enhancement
POS
- Filter in gift voucher
RELEASE NOTES (03/11/2019)
- Enhancement
GENEREAL LEDGER
- Ledger - Account - Options no page break
RELEASE NOTES (03/01/2019)
- Enhancement
GENERAL
- AnyDesk
RELEASE NOTES (02/20/2019)
- Enhancement
POS
- Allow to add balance from gift voucher
RELEASE NOTES (02/15/2019)
- Enhancement
ACCOUNTS RECEIVABLE
- Allow to include/exlude when importing payments
RELEASE NOTES (02/13/2019)
- Enhancement
CRM
- 3CX - apply telsearch.ch if caller was not found in CRM
RELEASE NOTES (02/11/2019)
- Enhancement
CRM
- 3CX
- Filter options for dates
- Option for Desc and Asc
RELEASE NOTES (01/21/2018)
- Enhancement
POS
- Allow to tender even if there is no customer entered when using gift voucher as type
RELEASE NOTES (01/17/2018)
- Enhancement
ACCOUNTS PAYABLE
- New filter text in transactions and allow to filter using wildcards
RELEASE NOTES (01/10/2018)
- BUGS
ORDER
- Documents - Send Email Multiple orders
RELEASE NOTES (01/07/2018)
- Enhancement
ORDER
- Transfer Order – AR Performance
- Book Performance
- Add Progress Bar
RELEASE NOTES (12/14/2018)
- Enhancement
CRM
- Hubspot - - add checkbox hubspot within address group
- if checked then we synchronize with hubspot
- will be always synchronized when you open hubspot
RELEASE NOTES (12/12/2018)
- Enhancement
CRM
- Mailchimp - new form message which has information how to acquire API Key
RELEASE NOTES (12/06/2018)
- Enhancement
GENERAL
- hubspot - marketing tool - Addresses, Contacts and Open Item
RELEASE NOTES (11/28/2018)
- BUGS
ACCOUNTS RECEIVABLE
- No rounding options should be per company and not per user
ACCOUNTS PAYABLE
- No rounding options should be per company and not per user
RELEASE NOTES (11/27/2018)
- Enhancement
CRM
- allow to link the file on different modules
RELEASE NOTES (11/26/2018)
- BUGS
ACCOUNTS PAYABLE
- if pain.001 file is batch booking then allow to select debit advice option "CWD" or "CND" only otherwise option "SIA" or "NOA" will be allowed
RELEASE NOTES (11/23/2018)
- Enhancement
ACCOUNTS PAYABLE
- Default payment account should be per company and not per user
ORDER
- Order Overview - allow to show akonto final invoice date in order overview
- Subscription contract - allow interval 2 years, 3 years , 4 years, 5 years
RELEASE NOTES (11/16/2018)
- Enhancement
OBJECT
- Object Details - Order tab allow to create new order with object link and open orders
RELEASE NOTES (11/13/2018)
- Enhancement
STOCKS
- Supplier Inactive - If user sets supplier to inactive then it should not be allowed to add new PO for them.
RELEASE NOTES (10/31/2018)
- Enhancement
ACCOUNTS PAYABLE
- New option for controlling the bank advice (SIA) when creating pain.001 file
STOCKS
- Feld vergrössern / Artikel field transactin - comments/Zusatzfeld: change size from 30 to 100
RELEASE NOTES (10/30/2018)
- Enhancement
ORDER
- show two columns "Inactive AR/Order and Inactivate AP" in condition lists
ACCOUNTS RECEIVABLE
- show two columns "Inactive AR/Order and Inactivate AP" in condition lists
ACCOUNTS PAYABLE
- show two columns "Inactive AR/Order and Inactivate AP" in condition lists
RELEASE NOTES (10/24/2018)
- Enhancement
ACCOUNTS PAYABLE
- Show warning message when adding existing supplier voucher number.
GENERAL LEDGER
- Balance Statement - add new option "Opening Balances"
RELEASE NOTES (10/19/2018)
- Enhancement
ORDER
- Report - Backlog Maintenance list - add checkbox "Show only status 80"
RELEASE NOTES (09/27/2018)
- Enhancement
ACCOUNTS RECEIVABLE
- changes on importing CAMT053 file
RELEASE NOTES (09/19/2018)
- Enhancement
ACCOUNTS RECEIVABLE
- Allow to set deactivate conditions
ORDER
- Allow to set deactivate conditions
RELEASE NOTES (09/17/2018)
- Enhancement
CRM
- Address details -> tab supplier/customer performance
RELEASE NOTES (09/04/2018)
- Enhancement
ACCOUNTS RECEIVABLE
- Use customer email address as priority when sending email in Reminder
RELEASE NOTES (07/27/2018)
- Enhancement
ACCOUNTS RECEIVABLE
- Book to GL - Progress bar
ACCOUNTS PAYABLE
- Book to GL - Progress bar
SALARY
- Book to GL - Progress bar
RELEASE NOTES (07/26/2018)
- Enhancement
GENERAL LEDGER
- Progress bar - Cost Statement matrix Progress bar
RELEASE NOTES (07/17/2018)
- Enhancement
POS
- Allow to preview bon in transaction overview
- Password is necessary when navigating module
RELEASE NOTES (07/16/2018)
- Enhancement
STOCKS
- Documents per User - set Printer
RELEASE NOTES (07/11/2018)
- Enhancement
ORDER
- Temporary delivery address
RELEASE NOTES (07/06/2018)
- BUGS
ORDER
- Documents - Print per User - second printer setting should be found if user per user
RELEASE NOTES (07/05/2018)
- Enhancement
ORDER
- Order Journal Report - sorting for delivery Date
RELEASE NOTES (06/27/2018)
- Enhancement
POS
- add option “round up discount to next full CHF
- Allow to reprint slip/invoice in transaction overview
CRM
- Outlook-Kontakte für Rechnungsversand
ORDER
- Outlook-Kontakte für Rechnungsversand
RELEASE NOTES (06/26/2018)
- Enhancement
STOCKS
- PO - add additional filter like item no.
RELEASE NOTES (06/25/2018)
- Enhancement
STOCKS
- Stocks - Items - Export XLS - Make template for the selected export fields in Options
RELEASE NOTES (06/20/2018)
- Enhancement
STOCKS
- Improve performance on item details
POS
- Gutschriften allow to enter in options the starting number
RELEASE NOTES (06/19/2018)
- Enhancement
CRM
- Call History - Report design
RELEASE NOTES (06/14/2018)
- Enhancement
POS
- allow to enter starting counter of gift voucher (set in options)
RELEASE NOTES (06/11/2018)
- Enhancement
ACCOUNTS PAYABLE
- Pain.001 addition information was moved to Options
RELEASE NOTES (06/06/2018)
- Enhancement
CRM
- Interface to mailchimp
RELEASE NOTES (06/04/2018)
- Enhancement
ACCOUNTS PAYABLE
- Allow to user to select if type of Pain.001 is batch booking
CRM
- Call history new report
RELEASE NOTES (05/30/2018)
- Enhancement
STOCKS
- PO Documents - PO are shown within CRM should be standard
RELEASE NOTES (05/28/2018)
- Enhancement
POS
- Gift Voucher implementation
RELEASE NOTES (05/23/2018)
- Enhancement
ACCOUNTS PAYABLE
- Include first name in Pain.001
RELEASE NOTES (05/08/2018)
- Enhancement
CRM
- Address details - Supplier - add checkbox Inactive (like for customer)
- Address overview - implement like item overview
RELEASE NOTES (05/07/2018)
- Enhancement
GENERAL
- 3CX - License user only can use
RELEASE NOTES (05/01/2018)
- Enhancement
SALARY
- default payment format – pain
- Please change the default payment method for salary module to pain.001
RELEASE NOTES (04/30/2018)
- BUGS
SALARY
- Include firstname in Pain.001 format when creating salary payment
RELEASE NOTES (04/17/2018)
- Enhancement
ORDER
- Salesman - add checkbox inactive
- If inacitive then don’t show in any look-up for salesman
RELEASE NOTES (04/12/2018)
- BUGS
CRM
- Default tab set in options should also applicable when creating new address.
RELEASE NOTES (04/10/2018)
- BUGS
ACCOUNTS RECEIVABLE
- Allow to see linked CC/CO in payment details but not allow to change
RELEASE NOTES (04/04/2018)
- Enhancement
SALARY
- allow to set IBAN account upon creating salary payment if IBAN is not set
RELEASE NOTES (04/02/2018)
- Enhancement
ACCOUNTS PAYABLE
- Last used type should be selected (in this case PAIN.001)
RELEASE NOTES (03/28/2018)
- Enhancement
GENERAL
- Direct access with double-click for the following features:
- item details transaction
- item details Disposition
- order – linked PO -> PO
- purchase order – linked order position -> order
RELEASE NOTES (03/27/2018)
- Enhancement
ORDER
- Allow to set default akonto account.
ORDER
- Order Details - tab Customer History
- Add column Status in customer history
- Add Option "show quotation" in customer history - default is unchecked
RELEASE NOTES (03/08/2018)
- Enhancement
ORDER
- Save the last path of the selected PDF when saving documents in order document header
RELEASE NOTES (02/27/2018)
- Enhancement
ORDER
- Akonto - vat date set to standard
RELEASE NOTES (02/23/2018)
- Enhancement
ORDER
- Sales - Order - Documents Report
- Implement Tobit Sending Interface for Send Email Feature
RELEASE NOTES (02/22/2018)
- BUGS
STOCKS
- Item Overview - filter item status
RELEASE NOTES (02/15/2018)
- Enhancement
ORDER
- Order – Reports – Add variable Item Details Comment 31 – 39
RELEASE NOTES (02/12/2018)
- Enhancement
ORDER
- Report lst - add variable Det_SupDescExt and Det_SupDescExt_RTF
RELEASE NOTES (01/30/2018)
- Enhancement
ACCOUNTS RECEIVABLE
- ESR Sorting should be credit date followed by name
RELEASE NOTES (01/26/2018)
- Enhancement
GENERAL LEDGER
- Recording - Update date should always include time
- New Swiss VAT report changes
- BUGS
ORDER
- Report - Quotation and Delivery Note - Item_artgroup variable
ACCOUNTS RECEIVABLE
- Can't undo reminder
RELEASE NOTES (01/19/2018)
- Enhancement
ACCOUNTS PAYABLE
- Allow to inactive supplier and don't allow to have transaction if supplier is inactive
ORDER
- order overview filter - Checkbox "G" for credit notes
- please add variable item_artgroup to invoice .lst
RELEASE NOTES (01/09/2018)
- Enhancement
POS
- add new variable for additional description
RELEASE NOTES (01/02/2018)
- Enhancement
STOCKS
- PO - documents - add new variable for Schedule Should
SERVICE
- OI report - sub OI - only print sub OI if those are shown in grid. If hidden in grid then don’t include in print-out
RELEASE NOTES (12/18/2017)
- Enhancement
ACCOUNTS RECEIVABLE
- Show voucher and booking date in OP-List report if option "Use Booking Date as Info Date for newly saved Vouchers" is de-activated
RELEASE NOTES (12/15/2017)
- Enhancement
ACCOUNTS RECEIVABLE
- Tranfer to GL – transfer report include KS/KST in print-out
RELEASE NOTES (12/12/2017)
- Enhancement
ACCOUNTS RECEIVABLE
- Allow to close balance with advance/credit note amount is equal to multiple invoices
GENERAL LEDGER
- VAT Statement – New Swiss VAT Report
RELEASE NOTES (12/05/2017)
- Enhancement
SERVICE
- Open Item – sub –OI shown on reports
RELEASE NOTES (12/04/2017)
- Enhancement
STOCKS
- Stocks - PO - link object no. - should be possible with any status
- Item details - only open items will be printed in label
RELEASE NOTES (11/30/2017)
- Enhancement
GENERAL LEDGER
- new vat option – compensation
RELEASE NOTES (11/28/2017)
- Enhancement
ACCOUNTS RECEIVABLE
- allow to import camt.053 format
RELEASE NOTES (11/27/2017)
- Enhancement
SERVICE
- Open Item – new checkbox – Sub-OI showing
RELEASE NOTES (11/24/2017)
- Enhancement
ORDER
- Akonto changes regarding vat percent
RELEASE NOTES (11/23/2017)
- Enhancement
STOCKS
- item groups - grid overview - add 2 new columns
RELEASE NOTES (11/21/2017)
- Enhancement
ACCOUNTS RECEIVABLE
- Show warning message if at account and bank account is identical
ACCOUNTS PAYABLE
- Show warning message if at account and bank account is identical
RELEASE NOTES (11/20/2017)
- Enhancement
STOCKS
- PO – show address memo field – like in order
RELEASE NOTES (11/08/2017)
- Enhancement
ORDER
- Allow to change vat percent when creating order
RELEASE NOTES (11/07/2017)
- Enhancement
ACCOUNTS PAYABLE
- Include open invoices even if advance/credit note amount is greater than the invoice amount
RELEASE NOTES (11/03/2017)
- Enhancement
SALARY
- Allow to include net 0 in payspli with option include
- BUGS
SERVICE
- Recompute Total Effort in Main OI if effort in Sub-OI is enter
RELEASE NOTES (11/02/2017)
- Enhancement
SERVICE
- Employee Table - not allow delete if employee has transaction history
RELEASE NOTES (10/27/2017)
- Enhancement
SERVICE
- Open Item – Main and Sub OI merging
RELEASE NOTES (10/20/2017)
- Enhancement
ACCOUNTS PAYABLE
- Allow to overwrite vat in transaction
GENERAL LEDGER
- VAT Details – add new two descriptions for Description New
- BUGS
ACCOUNTS RECEIVABLE
- Allow to overwrite vat percent in creating transaction
RELEASE NOTES (10/19/2017)
- BUGS
SERVICE
- Open Item - Adding Sub-OI will change the status of Main-OI
RELEASE NOTES (10/13/2017)
- Enhancement
ACCOUNTS PAYABLE
- If they create EUR XML/pain, then show non-SEPA payment with red background
- User could undo DTA and/or EZAG payments
- Make sure this is also available for new XML/pain
RELEASE NOTES (10/12/2017)
- Enhancement
STOCKS
- Item - History changes
RELEASE NOTES (10/09/2017)
- Enhancement
STOCKS
- Stocks - PO - add Expense Acct. for PO lst
RELEASE NOTES (10/06/2017)
- Enhancement
ACCOUNTS PAYABLE
- New field Info in invoice
RELEASE NOTES (10/04/2017)
- BUGS
SALARY
- Include text for Bemerkung in Pain.001 as purpose of payment
ACCOUNTS PAYABLE
- Pain.001 format SEPA problem
- Show address of beneficiary in Pain.001 xml file
- Use charges payable by in Pain.001 xml file set from supplier pay center
RELEASE NOTES (10/03/2017)
- Enhancement
SERVICE
- Open Item - Invoice Button
- Open Item - Ticketing Overview
RELEASE NOTES (09/29/2017)
- Enhancement
STOCKS
- Stocks - Item - History of changes
RELEASE NOTES (09/28/2017)
- Enhancement
STOCKS
- New button "Update for synch"
RELEASE NOTES (09/26/2017)
- Enhancement
SERVICE
- Open Item – Color new changes
- Only use colors for ticketing (external OIs with checkbox support)
- New arrangement for checkbox “not to change” & textbox inv.Nr.
RELEASE NOTES (09/21/2017)
- Enhancement
STOCKS
- Stocks - PO - add column Expense Account Nr.
SERVICE
- Open Item - row colors
- for ticketing we should use following colors in grid:
- new ticketing = red
- ticketing in process = orange
- ticketing fully done = yellow
RELEASE NOTES (09/19/2017)
- Enhancement
GENERAL
- Change Request Feature
- remove from menu transfer it beside help menu
- add grid for history of the change request
RELEASE NOTES (09/11/2017)
- Enhancement
STOCKS
- Show in blue letters the chosen account name according to the chosen number as it is done in the orders module.
RELEASE NOTES (08/23/2017)
- Enhancement
SALARY
- Allow to add IBAN field in payment center for Postfinance
- BUGS
SALARY
- Allow to select CC and CO in employee details
RELEASE NOTES (08/17/2017)
- Enhancement
ACCOUNTS PAYABLE
- Allow to add memo and include in the pain.001 file.
RELEASE NOTES (08/11/2017)
- Enhancement
SERVICE
- New feature ticketing
RELEASE NOTES (08/08/2017)
- BUGS
ACCOUNTS PAYABLE
- Allow to select payment center for Pain.001 format
RELEASE NOTES (08/07/2017)
- Enhancement
ACCOUNTS PAYABLE
- Include payment is older from invoice in, OP-List, Aged OP-List and OP-List Comparison.
ACCOUNTS RECEIVABLE
- Include payment is older from invoice in, OP-List, Aged OP-List and OP-List Comparison.
RELEASE NOTES (07/31/2017)
- Enhancement
STOCKS
- PO postion – add feature – set schedule for all position
ORDER
- Order postion - add feature - set schedule for all position
RELEASE NOTES (07/20/2017)
- BUGS
ORDER
- Order - Subscription contact
- Order with status 90 can still be shown within subscription contract form and displayed twice.
RELEASE NOTES (07/18/2017)
- Enhancement
STOCKS
- Item Details - tab available
- add new column location
RELEASE NOTES (07/14/2017)
- Enhancement
STOCKS
- PO - add an order positon to the purchase order (PO copy feature)Schedule report
- Report - turnover list - print used filter in header
RELEASE NOTES (07/10/2017)
- Enhancement
ACCOUNTS PAYABLE
- Allow to recreate file for EZAG and PAIN
RELEASE NOTES (07/05/2017)
- Enhancement
ACCOUNTS RECEIVABLE
- New payment journal report in ESR Wizar
- Show how many invoices are not yet transferred from order
RELEASE NOTES (06/29/2017)
- Enhancement
SALARY
- New format for salary payment (pain.001)
RELEASE NOTES (06/22/2017)
- Enhancement
GENERAL LEDGER
- VAT Statement - if option upon receipt of payment -> show this in title
- Booking - if option Auto book VAT unchecked - then show this right of the amount field (where VAT would be shown)
RELEASE NOTES (06/16/2017)
- Enhancement
GENERAL LEDGER
- Balance, Income and Ledger Report - Quarter Filter
RELEASE NOTES (06/07/2017)
- BUGS
ORDER
- Akonto Invoice Overview Report
- should have grand total for each Currency
RELEASE NOTES (06/02/2017)
- Enhancement
GENERAL LEDGER
- change booking text to 100 character.
RELEASE NOTES (05/31/2017)
- BUGS
STOCKS
- Quantity per location
RELEASE NOTES (05/30/2017)
- Enhancement
ACCOUNTS PAYABLE
- Company pay center IBAN account can also be entered in Bank Account Nr.
RELEASE NOTES (05/16/2017)
- Enhancement
STOCKS
- Item Details - show qty per location
RELEASE NOTES (05/15/2017)
- Enhancement
ACCOUNTS PAYABLE
- Enhancement of new output format in AP Pain.001 file
RELEASE NOTES (05/02/2017)
- BUGS
ACCOUNTS RECEIVABLE
- Show correct error message in ESR Import
RELEASE NOTES (04/27/2017)
- Enhancement
CRM
- Address details - tab OI - when doubleclick on the OI then the details of the OI are shown
- BUGS
STOCKS
- Undo PO Entry
RELEASE NOTES (04/24/2017)
- Enhancement
STOCKS
- New variables Det_Artcomm21 – 30
ORDER
- New variables Det_Artcomm21 – 30
RELEASE NOTES (04/10/2017)
- Enhancement
Service
- Report – Daily Activities – report design change
RELEASE NOTES (03/29/2017)
- Enhancement
STOCKS
- Stocks Overview - filter relation
RELEASE NOTES (03/27/2017)
- Enhancement
ORDER
- Order - Order header - delivery date
- If change show message to change also order positionl
- Add new option - for this feature
RELEASE NOTES (03/21/2017)
- BUGS
ORDER
- Copy of order position including sub-item
RELEASE NOTES (03/17/2017)
- Enhancement
ACCOUNTS RECEIVABLE
- Allow to select which printer to be used in ESR Wizard
RELEASE NOTES (03/09/2017)
- Enhancement
ORDER
- Print history - option Hitlist report
- Top most is the best seller
RELEASE NOTES (02/21/2017)
- Enhancement
ORDER
- Add new subject field on options for Email Order
RELEASE NOTES (02/17/2017)
- Enhancement
GENERAL
- Sending email changes
- User sender eMail based on user (instead fix in options)
- User could then decide to use fix address or sender eMail address (also an option)
- If user has no eMail address then the fixed sender email address should be used.
RELEASE NOTES (02/06/2017)
- Enhancement
ORDER
- Order overview show no. of record and page
RELEASE NOTES (02/01/2017)
- BUGS
SALARY
- Problem calculation in Education Allowance
RELEASE NOTES (01/31/2017)
- Enhancement
SALARY
- Add another memo field in employee details and should be available in tax statement report
RELEASE NOTES (01/27/2017)
- Enhancement
STOCKS
- Save all documents in purchase order
- Documents - lst new variables
- Sup_Com1
- Sup_Com2
- Sup_Com3
- Sup_Com4
- Sup_Com5
- Sup_Com6
- Sup_Com7
- Sup_Com8
- Sup_Com9
- Sup_Com10
RELEASE NOTES (01/24/2017)
- Enhancement
STOCKS
- Stocks overview - filter supplier nr.
RELEASE NOTES (01/23/2017)
- Enhancement
SERVICE
- Report Comparison IS/Should Hours (standard could be changed)
- Use Standard fontsize
RELEASE NOTES (01/19/2017)
- Enhancement
GENERAL
- Options - Order - Add new entry for webshop shipment account in options
RELEASE NOTES (01/18/2017)
- Enhancement
GENERAL
- DatagridView scroll click
RELEASE NOTES (01/13/2017)
- Enhancement
STOCKS
- Sets - Allow to add new without link items
RELEASE NOTES (01/11/2017)
- Enhancement
ACCOUNTS PAYABLE
- Option "Amount is Vat amount" should always uncheck when creating new single invoice.
RELEASE NOTES (01/10/2017)
- Enhancement
GENERAL LEDGER
- Single booking – Bezugssteuer
RELEASE NOTES (01/05/2017)
- Enhancement
ORDER
- Subscription contract - add total
1. Total Updatevertrag
2. Total Abrechnung
RELEASE NOTES (12/28.2016)
- Enhancement
GENERAL
- new feature (Access MDB)
- Set ftp account
- User could click Backup -> FTP
- Then .mdb would be zipped and copied to FTP
RELEASE NOTE (12/23/2016)
- Enhancement
GENERAL LEDGER
- Wickart – Bezugssteuer
RELEASE NOTE (12/22/2016)
- Enhancement
STOCKS
- Transactions - show columns Net selling price and Discount
RELEASE NOTE (12/21/2016)
- Enhancement
ORDER
- Statistics Reports
RELEASE NOTES (12/15/2016)
- Enhancement
GENERAL LEDGER
- Single Booking - refresh button for exchange rate
SERVICE
- DA Reports OrdNr
- Only Employees on report, no machines. (difference is made with checkbox in Tables)
- DA Report Ord Nr - Total of Employee
- Total per employee on this order will be shown. so every employee with his total amount of hrs on this order
RELEASE NOTES (12/09/2016)
- Enhancement
ORDER
- Documents – checkbox – remove logo.
RELEASE NOTES (11/14/2016)
- Enhancement
ORDER
- Transfer -> AR - show inactive accounts in red
RELEASE NOTES (11/10/2016)
- Enhancement
ACCOUNTS PAYABLE
- Allow to select USD Accounts
- Transfer to GL show inactive accounts to red
ACCOUNTS RECEIVABLE
- Transfer to GL show inactive accounts to red
RELEASE NOTES (10/26/2016)
- Enhancement
ORDER
- Order header
- Salesman - sorty by number
RELEASE NOTES (10/25/2016)
- Enhancement
ORDER
- Salesman – Email field length change to 100.
STOCKS
- Item Overview – Additional Columns
- Comment field 21 – 30
RELEASE NOTES (10/18/2016)
- Enhancement
SERVICE
- Service – Planning
- new fields "EnteredBy" and "UpdatedBy"
RELEASE NOTES (10/13/2016)
- Enhancement
STOCKS
- Allow to change font size and type in Order Description extension and Stocks Description Extension 1
ORDER
- Allow to change font size and type in Order Description extension and Stocks Description Extension 1
RELEASE NOTES (10/12/2016)
- BUGS
SERVICE
- Employee - Employee Filter
- Employee Nr not filter
RELEASE NOTES (09/28/2016)
- Enhancement
GENERAL
- Access Rights
- Add checkbox for Web User link
RELEASE NOTES (09/22/2016)
- Enhancement
ACCOUTNS RECEIVABLE
- Automatically detect if ESR File is a 100 format in ESR Wizard
RELEASE NOTES (09/20/2016)
- Enhancement
STOCKS
- Allow to sort images in more images from item
RELEASE NOTES (09/13/2016)
- BUGS
GENERAL
- Cannot enter dot by typing the company password.
RELEASE NOTES (08/25/2016)
- Enhancement
GENERAL
- "Use Outlook mail" option is now set per Module
RELEASE NOTES (08/19/2016)
- Enhancement
SERVICE
- Table – UserGroup – New checkbox to identify “Machine”
RELEASE NOTES (08/10/2016)
- Enhancement
SERVICE
- Performance Type - Report list and Label
- Barcode report on performance type
RELEASE NOTES (07/18/2016)
- BUGS
SERVICE
- DA – column not saving after dragging grid column
RELEASE NOTES (07/13/2016)
- Enhancement
ACCOUNTS PAYABLE
- Show the linked PDF filename if any when opening Link PDF Feature
RELEASE NOTES (07/07/2016)
- Enhancement
ORDER
- Order overview
- filter Delivery note
- search also for partial delivery notes
SALARY
- salary - employee - vacation history - date should be sorted by ascending
RELEASE NOTES (06/30/2016)
- Enhancement
ORDER
- overview - filter - gruppieren (analog CRM)
RELEASE NOTES (06/29/2016)
- Enhancement
SERVICE
- Planning View - refresh feature
RELEASE NOTES (06/27/2016)
- Enhancement
ORDER
- Make Order Details Customer History
- new filter Item Description
RELEASE NOTES (06/14/2016)
- Enhancement
STOCKS
- Webshop Structure
- Complete structure (multi level) could be seen
- A certain item could be linked to different groups and could be seen as well
- Allow to change the structure here
- Allow to add/remove items from WebShop group
- Allow to preview/print
RELEASE NOTES (06/10/2016)
- BUGS
STOCKS
- PO – Order suggestion query
RELEASE NOTES (06/02/2016)
- Enhancement
ACCOUNTS PAYABLE
- Correct messages for incorrect IBAN
RELEASE NOTES (05/26/2016)
- Enhancement
ACCOUNTS RECEIVABLE
- Allow to book invoice with 0 amount
RELEASE NOTES (05/25/2016)
- Enhancement
STOCKS
- PO - Header - allow to link Order Number
SALARY
- New calculation for AHV per month
RELEASE NOTES (05/20/2016)
- Enhancement
ORDER
- Include Doc_Label_Customernr in Order .lst
RELEASE NOTES (05/19/2016)
- BUGS
GENERAL LEDGER
- FC Translation - Account credit side wrong sign assignment if amount is negative.
RELEASE NOTES (05/18/2016)
- Enhancement
SERVICE
- Planning –Search filter on Combo box with Checkbox
RELEASE NOTES (05/10/2016)
- Enhancement
SALARY
- Allow to add employee in salary with no address yet.
RELEASE NOTES (04/29/2016)
- Enhancement
ORDER
- Copy Order - include copy customer item number
- New tab - Sub Order
RELEASE NOTES (04/25/2016)
- Enhancement
ORDER
- Open Item and Planning Schedule
- Allow to add OI/Schedules within orders.
RELEASE NOTES (04/22/2016)
- BUGS
ORDER
- Wickart - Akonto final invoice bug with vat if there is a position without vat.
RELEASE NOTES (04/20/2016)
- Enhancement
SERVICE
- Planning View - showing complete subject on Workweek, Week, and Month with wrap text and merge cell.
RELEASE NOTES (04/18/2016)
- Enhancement
GENERAL LEDGER
- Balance Statement - we should still allow this balance statement with previous year not within accounting year.
RELEASE NOTES (04/08/2016)
- Enhancement
GENERAL LEDGER
- Recording
- cursor should move to VAT Code after Betrag/MWSt
RELEASE NOTES (04/06/2016)
- Enhancement
SERVICE
- DA Report – Comparison IS/Should Hours
- new checkbox “week totals”
ORDER
- Duschdor – Default discount from customer
RELEASE NOTES (03/30/2016)
- Enhancement
ORDER
- Header – add comment fields from customer/address
RELEASE NOTES (03/23/2016)
- Enhancement
SERVICE
- Planning and DA
- allows to select one, several or all filters
RELEASE NOTES (03/21/2016)
- Enhancement
CRM
- Address details - tab Documents
- check documents if has order number from AP and display order number in grid
RELEASE NOTES (03/03/2016)
- Enhancement
ACCOUNTS PAYABLE
- New branch filter in OP List Report
ACCOUNTS RECEIVABLE
- New branch filter in OP List Report
- BUG
CRM
- TAPI – Details
- ZIP/Place
- Customer Number
RELEASE NOTES (03/02/2016)
- Enhancement
SERVICE
- Planning - New Field
- New field “Date Printed” in planning details.
RELEASE NOTES (02/16/2016)
- Enhancement
CRM
- Contacts - Add new button Export .xls
RELEASE NOTES (02/15/2016)
- Enhancement
ACCOUNTS RECEIVABLE
- Option to used only one date should be per company not per user.
ACCOUNTS PAYABLE
- Option to used only one date should be per company not per user.
RELEASE NOTES (02/10/2016)
- BUGS
SALARY
- More than 2 decimal digit shown
RELEASE NOTES (02/09/2016)
- BUGS
STOCKS
- Purhcase Order Details
- SHIFT + ENTER should make a line break(within extension and memo field). At the moment it saves the position.
- Arrow keys don’t work when the focus is on dropdown field “unit”.
- When editing the unit of an existing position the save button isn’t enabled.
RELEASE NOTES (02/03/2016)
- Enhancement
ORDER
- automated footer text - append after manual entered footer
- Create variables for transfer location
RELEASE NOTES (01/19/2016)
- Enhancement
ACCOUNTS PAYABLE
- Create report turnover per supplier
RELEASE NOTES (01/14/2016)
- Enhancement
GENERAL LEDGER
- Cost Sharing - New report
RELEASE NOTES (01/08/2016)
- Enhancement
ORDER
- Show order number in Serial Number details form.
RELEASE NOTES (12/23/2015)
- Enhancement
SALARY
- Allow to set decimal digit per social insurance in salary.
- Add text to existing message.
RELEASE NOTES (11/09/2015)
- BUG
SERVICE
- DA Automatic Email – Reminder
RELEASE NOTES (10/14/2015)
- Enhancement
Accounts Receivable
- Allow to set account per total in AR ESR if file contains multiple total.
RELEASE NOTES (10/08/2015)
- Enhancement
ORDER
- Order changes
- Order Overview accepts wildcards * and ?
RELEASE NOTES (09/17/2015)
- Enhancement
SERVICE
- rtf default settings color
RELEASE NOTES (09/16/2015)
- Enhancement
ACCOUNTS PAYABLE
- IBAN Validation.
RELEASE NOTES (09/04/2015)
- Enhancement
CRM
- CRM - address details - print lbl/card
- if address is open and user clicks card/label then only print this address
ORDER
- position - allow discount 100% (free)
RELEASE NOTES (08/18/2015)
- Enhancement
ORDER
- Customers – Discounts
- A customer could have a discount level for every existing item group
- Customer details add tab "Discounts"
RELEASE NOTES (07/23/2015)
- BUGS
ACCOUNTS PAYABLE
- Total count and total amount should be based on the selected invoice in payment wizard
RELEASE NOTES (07/21/2015)
- Enhancement
ORDER
- Include variable "Contactperson_Salutation" on order documents
RELEASE NOTES (07/20/2015)
- Enhancement
ORDER
- Order Totals - shown on Tabs 1-
RELEASE NOTES (07/16/2015)
- Enhancement
ACCOUNTS PAYABLE
- Allow to set account per currency.
SERVICE
- DA Report - Additional Variables
- Vacation Credited, Vacation used, Vacation Balance
RELEASE NOTES (07/14/2015)
- BUGS
ACCOUNTS RECEIVABLE
- "Created Reminder Summary" should display only the list which is selected in the reminder overview.
RELEASE NOTES (06/26/2015)
- Enhancement
ACCOUNTS PAYABLE
- When clicking finish in DTA Payment Wizard, it will also print the report with payment voucher.
RELEASE NOTES (06/19/2015)
- Enhancement
ACCOUNTS PAYABLE
- Remove button REMOVE on payment wizard.
- New column checkbox for include invoice.
SALARY
- Changes on Transaction Report #1
- Change report title
- do not use DIV for booking text
- Changes on Transaction Report #2
- Change report title
- modify column and title of the report
- Total will be equal to transaction report #1
- Changes on Transaction Report #3
- Change report title
- show column amount with no cc
- modify column and title of the report
- Changes on Payment Wizard Report #1
- Change report title
- modify column and title of the report
- modify the design
- BUGS
ACCOUNTS PAYABLE
- Default text for single booking will not delete when creating a new record
RELEASE NOTES (06/18/2015)
- Enhancement
ACCOUNTS RECEIVABLE
- New Filter
- The memo text of a particular OI will not be shown in the report.
- Included fields: amount, text, supplier/customer, voucherNR
- New report for the reminder summary.
ACCOUNTS PAYABLE
- New Filter
- The memo text of a particular OI will not be shown in the report.
- Fields included: amount, text, supplier/customer, voucher nr
SALARY
- Allow to delete period.
RELEASE NOTES (06/15/2015)
- Enhancement
CRM
- Addresses - No Mailing
- Implement the checkbox "No Mailing" for Addresses, like we have it already for Contacts
RELEASE NOTES (06/02/2015)
- Enhancement
ORDER
- Documents
- eMail Editor- add standard text
RELEASE NOTES (05/27/2015)
- Enhancement
ACCOUNTS PAYABLE
- Allow to link the foreign currency in EZAG.
RELEASE NOTES (05/07/2015)
- Enhancement
ACCOUNTS PAYABLE
- New filter for EZAG in transaction overview
- DTA/EZAG Payment wizard allow to create partial payment
RELEASE NOTES (03/24/2015)
- Enhancement
ORDER
- turnover report sorted by turnover
- Add phone number to Order
ACCOUNTS RECEIVABLE
- Show phone and fax in customer details
ACCOUNTS PAYABLE
- Show phone and fax in customer details
RELEASE NOTES (01/29/2015)
- Enhancement
SERVICE
- Planning view
- Allow to scrolling weeks or month in horizontal (same with outlook).
RELEASE NOTES (01/21/2015)
- Enhancement
SERVICE
- Service - Employee Details - New button
- Implement a new button "Transfer Zeiterfassung" in english "Transfer to Activity Reporting" for transferring these entries directly to Activity Reporting.
RELEASE NOTES (01/13/2015)
- Enahancement
ORDER
- Email Template
RELEASE NOTES (01/12/2015)
- Enhancement
CRM
- address overview - new columns
- add column "Customer" - Checkbox checked if customer
- add column "supplier" - Checkbox checked if supplier
RELEASE NOTES (12/02/2014)
- Enhancement
ORDER
- New sorting in Order Journal Report lst
SALARY
- Total Per CC/CO in Annual salary account
RELEASE NOTES (10/02/2014)
- Enhancement
STOCKS
- Price Options
- Save per company
RELEASE NOTES (10/01/2014)
- Enhancement
GENERAL LEDGER
- New feature - Import from xls
- Column in xls file should be link to database
- don't import record if date is not within accounting year
RELEASE NOTES (09/16/2014)
- Enhancement
SERVICE
- Use Outlook Mail - For all Send Email
RELEASE NOTES (09/16/2014)
- Enhancement
SERVICE
- Use Outlook Mail - For all Send Email
RELEASE NOTES (09/01/2014)
- BUG
CRM
- It should still be possible to enter more letters in general search field.
RELEASE NOTES (08/27/2014)
- BUG
CRM
- Once the system shows the addresses in the grid then we should also set the cursor within grid
RELEASE NOTES (08/20/.2014)
- Enhancement
ORDER
- header – discount
- They entered the % to get the discount in CHF
- If they remove again the % then they expect that the discount in CHF would also be removed
RELEASE NOTES (08/12/2014)
- Enhancement
STOCKS
- set structure - add/remove set member
- Form with option: default should 2nd option (change purchase price)
- Always add those changes to price history
RELEASE NOTES (08/11/2014)
- Enhancement
ORDER
- Backlog maintenance to reflect Confirmation
- Check Disposable Quantity for Calling Orders
RELEASE NOTES (07/30/2014)
- Enhancement
ACCOUNTS RECEIVABLE:
- Improve performance on OP List Report
RELEASE NOTES (07/23/2014)
- Enhancement
OBJECT :
- Details - Index Tab Addresses
- Creating combobox beside the grid and a button for Add
RELEASE NOTES (07/15/2014)
- Enhancement
GENERAL LEDGER
- Chart of Account - splitting CC and CO
RELEASE NOTES (07/10/2014)
- Enhancement
SERVICE
- Open Item – Addition options
- Option - only requestor could close OI“
- if checked then the OI could only be closed if the logged in user is equal to the requestor
- Option "responsible is allowed to edit except requestor/responsible"
- if logged in user is not responsible or requestor then nothing could be edited
- responsible is not allowed to change requestor or responsible person
- responsible is not allowed to close the OI
- User add checkbox „can change all OI any time“
- this user is always allowed to do anything regardless of above options
RELEASE NOTES (07/08/2014)
- Enhancement
CRM:
- Use different path for twixtel txt file
- Path can be set at options -> Tab CRM -> default folders
STOCKS:
- Update Item Price
- Update Item Price - items without set and items with set.
- All price changes should be found in price history.
- Changing selling price but the factor does not change.
RELEASE NOTES (07/04/2014)
- Enhancement
STOCKS:
- Feature show/hide complete structure
- Add +/- sign to header (left of item no.)
- If User clicks then open complete set structure (all items all levels)
- If user clicks then export then use this (this is already working now
- Transactions – show balance of other locations
- Allow to add columns balance location 2 to 10
- Title should be real location name
ORDER:
- Subscription contracts showing total for selected orders
RELEASE NOTES (06/25/2014)
- Enhancement
CRM:
- Address overview - Filter address with schedule dates
AR:
- Enter interval days to increment the next reminder level
RELEASE NOTES (06/24/2014)
- Enhancement
GENERAL:
- Text/memo editor possible to right-click mouse(cut, copy and paste
RELEASE NOTES (06/20/2014)
- Enhancement
ORDER:
- Akonto new data Created By and Modified By
RELEASE NOTES (06/062014)
- Enhancement
SERVICE:
- Daily Activities - Show only employee link to user
RELEASE NOTES (06/05/2014)
- Enhancement
SERVICE:
- Holiday Options
- It should be possible to enter the official holidays (x-mas, eastern, etc) within service options. This would then be standard DA records for all employees.
RELEASE NOTES (06/04/2014)
- Enhancement
GENERAL:
- New shortcut button for options
RELEASE NOTES (05/19/2014)
- Enhancement
GENERAL LEDGER :
- Format Changes for balance and income statement report
- Category - use light grey background
- Category - Change font size to the same like the amounts
- Group - should be bold
- Group - change font size to the same like the amounts
- Remove all the lines
- Change the spaces before and after a bit (check carefully and follow)
- Footer with profit/loss with bigger font and bold (also amount)
RELEASE NOTES (05/15/2014)
- Enhancement
SERVICE :
- Open Items
- Enable existing new button (toolbar)
- If user click this then add a new OI and set the cursor to description
- Otherwise the user has to scroll down to the last OI every time
RELEASE NOTES (05/08/2014)
- Enhancement
GENERAL :
- Ballonbox – User Option to delete Open Item on Service
RELEASE NOTES (05/07/2014)
- Enhancement
SERVICE :
- System would create an automated eMail to the Requestor
RELEASE NOTES (05/06/2014)
- Enhancement
ORDER :
- Backlog Maintenance - add Checkbox "show positions by schedule"
- Calling Order - Add new Column - "not delivered yet qty"
RELEASE NOTES (05/05/2014)
- Enhancement
ORDER :
- Backlog Maintenance - Include production order for disposable quantity
SERVICE :
- Duration computation for nightshift activity
ACCOUNTS PAYABLE :
- Vouchers (booked but not paid) - allow to change condition
RELEASE NOTES (04/30/2014)
- Enhancement
SALARY :
- Add the legend of the code in UVG, AHV and KTG Annual Reports
RELEASE NOTES (04/29/2014
- Enhancement
CRM :
- CRM - Campaign Changes/Improvements
- Add new button on main mask - "send/edit Mail"
- When double-click to record - should open a new pop-up window with further information to the campaign
- remove the field "costs"
- Enable adding a new campaign when double-clicking on empty record (via pop-up window)
- Enable attachments
SALARY :
- Annual Salary Account - show based depend on employee settings
RELEASE NOTES (04/28/2014)
- Enhancement
ORDER :
- Webshop - Import Orders including delivery address in webshop
ACCOUNTS PAYABLE :
- New changes in Overview Details - show linked vouchers
- Show partial payment in invoice when doing a payment
RELEASE NOTES (04/24/2014)
- Enhancement
SALARY:
- salary - reports - annual reports - annual salary account - KTG/UVG/AHV
- only depends on KTG/UVG settings per employee
- show at the footer the legend of the Code (Code Description)
- salary - reports - annual reports - annual salary account - add salary types ''''base''''
- Print all month in q page
RELEASE NOTES (04/21/2014)
- Enhancement
SERVICE:
- Open Items - attach files
RELEASE NOTES (04/15/2014)
- Enhancement
ORDER :
- Backlog Maintenance – VIBlend
SERVICE:
- Daily Activities - automation for premium pay (night or sunday).
RELEASE NOTES (04/10/2014)
- Enhancement
SERVICE :
- Options – Reorganized service options
RELEASE NOTES (04/08/2014)
- Enhancement
ORDER :
- Make purchase Copy feature
- Not include discount
RELEASE NOTES (04/01/2014)
- Enhancement
ORDER :
- Final invoice vat description
RELEASE NOTES (03/28/2014)
- Enhancement
CRM :
- Address - filter - address group and main filter(filter relation changes)
ACCOUNTS PAYABLE and ACCOUNTS RECEIVABLE :
- show warning message if payment account has linked a vat cat
GENERAL LEDGER :
- GL journal - new sort options - by booking date or voucher number
- Could we have two sorting option for booking date and voucher number?
- The user could then select the sorting (standard is the booking date).
RELEASE NOTES (03/26/2014)
- Enhancement
STOCKS :
- Editing Items – show user name
- It will create 2 empty lines
RELEASE NOTES (03/25/2014)
- BUG
SERVICE :
- Test Contacts Sync / Export with Outlook 2013
RELEASE NOTES (03/24/2014)
- Enhancement
CRM :
- Address - details – performance
- BUG
ACCOUNTS RECEIVABLE :
- Show all vouchers having a discount due or not in payment suggestions report
RELEASE NOTES (03/21/2014)
- Enhancement
STOCKS :
- Webshop Sync Options.
ORDER :
- Implement new option "use matrix groups"
RELEASE NOTES (03/20/2014)
- Enhancement
ORDER :
- History Report - new columns
- Message for the Calling Order
GENERAL LEDGER :
- reports - balance/income statement - page break not within groups
- page break before group or subgroup
- make sure that it won't happen that there is a title and then page break
- reports - balance/income statement – current format not really good.
- Remove word Total
- Group amount should be bold too
- Add line above category
RELEASE NOTES (03/19/2014)
- BUG
SALARY :
- Problem in BCNR if nr having "/".
RELEASE NOTES (03/18/.2014)
- Enhancement
SALARY :
- General changes in vacation
- Add summary vacations
- Add options used unused vacations from previous year
GENERAL LEDGER :
- reports - balance/income statement - add checkbox "only one column for debit/credit" Bilanz/ER:
- if checked then Debit and Credit column would be shown in one column
- standard is unchecked
RELEASE NOTES (03/17/2014)
- BUG
GENERAL LEDGER :
- Balance/Income - hide accounts lines
RELEASE NOTES (03/14/2014)
- Enhancement
STOCKS :
- Discount System – Allow to add new wihout using the item group.
RELEASE NOTES (03/13/2014)
- BUG
STOCKS :
- Set – change structure / change prices of set member
RELEASE NOTES (03/12/2014)
- Enhancement
GENERAL :
- general - tools - user - Remove Default user
- BUG
SERVICE :
- Daily Activities - Easier Handling of adding records
RELEASE NOTES (03/11/2014)
- Enhancement
GENERAL :
- Tools - user - company standard - allow to show/hide employee
ORDER :
- documents - location transfer - changes
- List & Label document printing improvement
- BUG
SERVICE :
- DA - Employee should be selected automatically when Employee is linked to logged in User.
RELEASE NOTES (03/10/2014)
- Enhancement
SERVICE :
- DA – Employee should be selected automatically when Employee is linked to logged in User
GENERAL LEDGER :
- Reports – Balance/Income Statement – Add checkbox “Hide accounts lines”
- in this case only subgroups, groups, category, etc. would be shown
- default is unchecked
RELEASE NOTES (03/07/2014)
- Enhancement
STOCKS :
- Set Description – please extend from 30 characters to 50
- Reports – Others – History List – Print Out
RELEASE NOTES (03/06/2014)
- Enhancement
ORDER :
- Others – Discount system (50% from 16 hours)
SERVICE :
- Server - DA - allow to add following columns there
- Address 1
- Address 2
- Address 3
- ZIP
- Place
- Service - Transfer to Order: add undo feature
RELEASE NOTES (03/05/2014)
- BUG
STOCKS :
- Ebay & Ricardo Upload
- upload more than one pictures ebay
RELEASE NOTES (02/27/2014)
- Enhancement
ACCOUNTS RECEIVABLE :
- Performance problem in reminder list when opening the form and using the undo features.
ACCOUNTS PAYABLE :
- Allow to delete if pay center is not found in the unpaid invoices
- BUG
SERVICE :
- Transfer to Order
SALARY :
- Problem in transfer to GL if salary type has no account
RELEASE NOTES (02/25/2014)
- Enhancement
ORDER :
- backlog maintenance - use light green background for available items
RELEASE NOTES (02/21/2014)
- Enhancement
GENERAL LEDGER :
- Chart of Account – Add option “incl. inactive accounts”
- only if this option is checked then show inactive accounts
- default is only to show active account
- follow this option also for print-out chart of account
RELEASE NOTES (02/20/2014)
- BUG
SERVICE :
- Transfer to Order – showing account value in grid.
RELEASE NOTES (02/19/2014)
- BUG
SERVICE :
- Transfer to Order - Option item number/performance type - add option for default.
RELEASE NOTES (02/18/2014)
- BUG
ORDER :
- History List - Comparison Report
RELEASE NOTES (02/17/2014)
- Enhancement
ORDER :
- Include order with zero price in backlog maintenance.
- BUG
STOCKS :
- Upload to Ricardo/eBay – allow to link more than one picture with item.
RELEASE NOTES (02/13/2014)
- Enhancement
STOCKS :
- set - extend from 3 to 10 level
RELEASE NOTES (02/12/2014)
- Enhancement
ORDER :
- backlog maintenance - add filter order comment1
- Status 55 orders will not reflect in Time Management Report
RELEASE NOTES (02/11/2014)
- Enhancement
ORDER :
- reports - history file - add new options
RELEASE NOTES (02/07/2014)
- BUG
OBJECT :
- details – index-tab "planning“
- the column notes/bemerkungen is always empty
RELEASE NOTES (02/06/2014)
- Enhancement
ORDER :
- menu orders - backlog maintenance changes (go ahead)
- BUG
GENERAL LEDGER :
- VAT Statement - with details - sorting
- report not sort per voucher number or date. Please sort this by date.
RELEASE NOTES (01/30/2014)
- BUG
STOCKS :
- Purchase Order – Printout – det_art_text
RELEASE NOTES (01/29/2014)
- Enhancement
ORDER :
- saving settings for checkbox "take order schedule as default for position”
RELEASE NOTES (01/28/2014)
- Enhancement
ORDER :
- Order Options - Priority of Document per user and document per
- BUG
ORDER :
- Delivery Address Filter bug
RELEASE NOTES (01/27/2014)
- Enhancement
SERVICE :
- Service – Meetings – Invitation – Acquiring logo from previous
RELEASE NOTES (01/23/2014)
- BUG
SALARY :
- Tax statement wrong amount when using Name to sort
RELEASE NOTES (01/22/2014)
- Enhancement
CRM :
- Contacts Synchronization - Additional Folder selection to link in Outlook - Default Folder Contact
RELEASE NOTES (01/21/2014)
- Enhancement
CRM :
- Address Details – Items tab – New columns
SERVICE :
- daily activities - duration - add additional field to enter minutes
- BUG
ACCOUNTS PAYABLE :
- Get the clearing number in IBAN
RELEASE NOTES (01/16/2014)
- Enhancement
ORDER :
- Signer – new Item History(Comparison)Report
- BUG
ACCOUNTS RECEIVABLE :
- Create DTA -> some overdue invoices are missing
RELEASE NOTES (01/14/2014)
- Enhancement
STOCKS :
- Item Details – Allow all VAT Codes
GENERAL LEDGER :
- features - yearend statement - report ledger
- if ledger has no transaction and balance is 0.00 then don't print at all
RELEASE NOTES (01/13/2014)
- Enhancement
ORDER :
- Order Details - Customer History - New Column "FC Price Currency" + other
- BUG
GENERAL LEDGER :
- Show balance on double click the list view of accounts
RELEASE NOTES (01/10/2014)
- Enhancement
CRM :
- Campaign - addresses - save selected addresses/contacts
SALARY :
- new error message for pay centers
ORDER :
- Mulitple Deliveries
- BUG
GENERAL LEDGER :
- Balance/Income – 3 year comparison – budget is missing
RELEASE NOTES (01/09/2014)
- BUG
GENERAL LEDGER :
- Closing accounting year – ledger has been printed twice
RELEASE NOTES (01/08/2014)
- Enhancement
POS :
- POSGastro – changes – new template for Shop
ACCOUNTS RECEIVABLE :
- Changes regarding in reminder features
- BUG
STOCKS:
- Item List – sorting (Artikel Nr.)
SALARY :
- Problem regarding annual report in AHV List
RELEASE NOTES (01/06/2014)
- Enhancement
ORDER :
- Order Details - Adding Position - Pop-Up Form - wrong cursor move
STOCKS:
- stocks – Options – Document per User (like order module)
- BUG
STOCKS :
- Item Details – no amount will display on Price in Foreign currency.
RELEASE NOTES (01/03/2014)
- Enhancement
ORDER :
- Order Details - Multiple Deliveries - Mutation of quantity
- BUG
CRM :
- Address Details - Items Sorting - Items disappear from the grid after sorting by columns
RELEASE NOTES (12/27/2013)
- Enhancement
SERVICE:
- Latest chosen employee/group should be default when opening form again
- Bug
CRM :
- The new created contacts are not appear in the synch
SALARY :
- Some variables in the tax statement report has no value is corrected
RELEASE NOTES (12/23/2013)
- Enhancement
AR :
- Reminder: new feature „create order“
RELEASE NOTES (12/19/2013)
- Enhancement
GENERAL :
- Save Logs when database backup is started
STOCKS :
- New changes for the Import Feature
- Bug
CRM :
- Contacts - Outlook Sync - forward Newsletter to Outlook/Contacts
- address group: add column Newsletter (user could check/uncheck for every group)
- options - crm - outlooking settings: add combobox "Newsletter" and allow user to select any Outlook Field
RELEASE NOTES (12/18/2013)
- Enhancement
ORDER :
- Order Positions – enable editing delivery qty.
- Order Details – Multiple deliveries – new information
- Order Details – Customer history – new columns
- Bug
CRM :
- Campaign - Adding Addresses - Filtering.
- Some combinations don't work. For instance date filter + more filters -> without address group
SALARY :
- payment via DTA - allow to select path if incorrect or empty
RELEASE NOTES (12/17/2013)
- Enhancement
CRM :
- CRM - Campaign Changes(need to be test more) - add 2 tabs for the language for the language code
- Bug
CRM :
- Options - CRM - More Options - Duplicate Settings
RELEASE NOTES (12/16/2013)
- Enhancement
ORDER :
- ESR is now included as attachment in sending document email.
- Bug
SALARY :
- salary type with VAT - VAT record not included in GL
RELEASE NOTES (12/13/2013)
- Bug
ACCOUNTS PAYABALE :
- Check columns width (Datum/Typ and LIefer…Lieferant) doesn’t look good.
RELEASE NOTES (12/12/2013)
- Enhancement
STOCKS :
- New Field delivery time
RELEASE NOTES (12/10/2013)
- Enhancement
ORDER :
- order overview - filter serial number - allow wildcards like * and ? to search for numbers
GENERAL LEDGER :
- BkgVATFixed and New Field
- a warning if the user like to edit this booking record.
- Bug
SALARY :
- computing for 13 and 14 month
RELEASE NOTES (12/06/2013)
- Enhancement
SALARY :
- 13th and 14th month computation
- Filter employment type when creating a period in twice amount period.
- Bug
SERVICE :
- Transfer to Order mask problem
RELEASE NOTES (12/05/2013)
- Enhancement
ACCOUNTS RECEIVABLE :
- All customer will be the default to create reminder list
- Bug
CRM :
- After deleting a record, the focus on grid will disappear.
- When adding a new address and put the cursor on zip code/place, can no longer click the other textboxes.
RELEASE NOTES (12/04/2013)
- Enhancement
CRM :
- Options - CRM - Outlook/Contact Field Linking.
- Bug
ACCOUNTS RECEIVABLE :
- Tab Order in CCCO
ACCOUNTS PAYABLE :
- Tab Order in CCCO
RELEASE NOTES (12/03/2013)
- Enhancement
STOCKS :
- Stocks – Option Checkbox on qty on order not editable
RELEASE NOTES (12/02/2013)
- Enhancement
ACCOUNTS PAYABLE :
- Supplier ESR orange filter change order
RELEASE NOTES (11/29/2013)
- Enhancement
ACCOUNTS RECEIVABLE & ACCOUNTS PAYABLE :
- New Design for CCCO
RELEASE NOTES (11/28/2013)
- Enhancement
SERVICE :
- outlook - contact folder - must be linked in options (allow public folders)
- Export Entry Form – allow fields linking contact and outlook
- BUG
ACCOUNTS RECEIVABLE :
- Problem regarding rental in the ESR Wizard, can't get the open invoice
RELEASE NOTES (11/27/2013)
- Enhancement
ACCOUNTS RECEIVALE :
- reminder - general changes in reminder feature
- L Level -> show reminder date + level (title: last/Letzte)
- C Level -> show reminder date + level (title: current/Aktuell)
- P Level -> title: New/Neu
- add button +: if clicked then show details (overdue/open vouchers)
- add button (in grid) to show history: show last 10 reminders with date + level
- Show Status: if user print/preview/eMail then show a status form where the user could see what will happen now
- show current reminder (date/level)
- show new reminder (date/level)
- allow to de-activate some customer
- add option "don't show reminder status"
- Option:
- don't show invoices not overdue (grid and printout)
- New/calculate reminder level
- remove this button
- always calculate reminder level when opening form
- also reload if UNDO is selected
- BUG
SALARY :
- BC Nr not shown correctly in Salary Payment
RELEASE NOTES (11/26/2013)
- Enhancement
SERVICE :
- Service – changes
- please add checkbox „to invoice“ / „Faktura“
- if the user adds a DA with performance type with Faktura then checkbox Faktura should be checked by default
- reports should be also available in A4 landscape (add checkbox)
- a bit more space for type of performance
- show also column customer (name + place)
- a lot more spae for memo
- transfer -> order
- button Transferieren -> Transfer
- remove frame from RG Datum
- RG Datum -> Fakturadatum
- Move date filter to top – left
- Add plus sign to grid to show details of the customer’s invoice (like in order)
- Allow to transfer Time from/to + employee to order positon (like label fields)
POS :
- pos - add new item - use supplier item number as 1st priority
RELEASE NOTES (11/25/2013)
- Enhancement
STOCKS :
- Item Details – show item list on right side (same as in CRM) – only estimate effort
- BUG
SERVICE :
- Daily Activity Reports
- Filter “employees“ seems not to work anymore (always all employee shown now)
- Please allow also landscape (checkbox) for the reports
- If so then allow more space for Leistungsart (only a bit more) and most important for Bemerkungen/Memo
RELEASE NOTES (11/22/2013)
- BUG
ACCOUNTS RECEIVABLE :
- inntact financial/ Accounts Receivable/ Reminders - no line feed
RELEASE NOTES (11/21/2013)
- Enhancement
SERVICE :
- services - planning data - show reminders (overview just like in Outlook)
- BUG
ORDER :
- Order partial delivery ->make directly invoice-> wrong total in invoice
SERVICE :
- Planning Synchronization – default color if no link category
RELEASE NOTES (11/20/2013)
- BUG
ACCOUNTS PAYABLE :
- Problem with missing pay center
RELEASE NOTES (11/19/2013)
- Enhancement
CRM:
- Address Details - Tab "Order”
- Enable buttons "Next" and "Previous"
- For restricted User
RELEASE NOTES (11/15/2013)
- Enhancement
STOCKS :
- New Item – Allow standard values like VAT Code and income account
- BUG
SERVICE :
- Open Item – memo format
ACCOUNTS PAYABLE :
- Multiple voucher shown when adding a transaction in the payment wizard
RELEASE NOTES (11/14/2013)
- Enhancement
CRM :
- Import - validation of xls structure
STOCKS :
- Items - delete main items
- BUG
SERVICE :
- Open Item – memo format
RELEASE NOTES (11/13/2013)
- Enhancement
GENERAL :
- Options - Add field option
- FTP Server
- FTP Folder
- Username
- Password
CRM :
- Export Addresses from an address group to Outlook
- Import – Updating Addresses will only be function if address nr.
Column is available
STOCKS :
- Create CSV file based on MLI001/Webshop Links
ACCOUNTS PAYABLE :
- several pay center->same participant nr & supplier nr but different ID
- BUG
ORDER :
- sales - order - order header
- After printing a credit note and try to add a new record, save button will remained not visible.
STOCKS :
- Sales Details
RELEASE NOTES (11/12/2013)
- Enhancement
SALARY :
- New changes on Salary
- Holidays of Planning should be available in Salary module
- BUG
GENERAL LEDGER:
- VAT Statement Comparison Report enhancement
RELEASE NOTES (11/11/2013)
- BUG
STOCKS :
- Deleting main item – transaction for the set member - manual transaction
RELEASE NOTES (11/06/2013)
- Enhancement
CRM :
- Add new address – check duplicate settings in options.
- BUG
SERVICE:
- Open Item - Memo Lost Format.
RELEASE NOTES (11/05/2013)
- Enhancement
GENERAL LEDGER :
- Chart of Accounts - It would be very helpful to have the two buttons New Account and New Group instead of click 2 times.
RELEASE NOTES (11/04/2013)
- Enhancement
STOCKS :
- Item Nr Changes
ACCOUNTS RECEIVABLE :
- Changes regarding in the reminders
- Split CCCO is now done with 3 different payment method
- BUG
CRM :
- 3 Memo Design
- addresses - add new with existing name, address and Place - no warning shown address details - add address group
- when you want to choose a address group there are a few checkboxes which aren’t showed
- Address details - Schedule columns settings
STOCKS :
- Available Qty information in purchase order and item details form.
RELEASE NOTES (10/31/2013)
- Enhancement
ORDER :
- Enter key to create new line feed for the Memo Fields in Item Position details.
- Use the Account and Vat Defaults if adding new item and Stocks checkbox is deactivated.
- BUG
CRM :
- Memo 1 Title
- problem CRM Campaign sending
- addresses filtered in CRM -> make a campaign-> not the filtered addresses
STOCKS :
- Bluelog - Item Nr Changes
ACCOUNTS PAYABLE :
- Problem regarding discount link with vat inclusive.
RELEASE NOTES (10/30/2013)
- Enhancement
CRM :
- crm - address details - allow 3 memo field
- standard is the same as now
- add button (like in service-schedule) to show 3 memo fields
- allow to change title
- add also variable for memo2 and memo3
ACCOUNTS RECEIVABLE & ACCOUNTS PAYABLE :
- payment with discount - use CC/CO information from invoice
- only add CC/CO if there is only one invoice AND only one income/expense account
- in other words only if there is no split on the invoice/credit note side
- splitted CC/CO if invoice has splitted CC/CO and/or more than one voucher with different CC/CO would be paid
- BUG
GENERAL LEDGER :
- Amount changing in editing records with exclusive Vat
RELEASE NOTES (10/29/2013)
- Enhancement
GENERAL
- All modules - After changing the language, all grids in each form for every module should also be changed.
RELEASE NOTES (10/25/2013)
- Enhancement
GENERAL :
- After changing the language, all grids in each form for every module should also be changed.
CRM :
- forward, back button - check if it's enabled for restricted user
- BUG
STOCKS :
- Item Details Price in Foreign Currency
RELEASE NOTES (10/24/2013)
- Enhancement
CRM :
- Number reduce of minimum orders for activation the button "Vor" &"Zurück"
SERVICE :
- Planning – Start Time and End Time interval
RELEASE NOTES (10/23/2013)
- Enhancement
GENERAL:
- Highlight the selected CC/CO
CRM :
- Export to xls – update xls - import xls - update addresses
- allow to update the addresses (without adding new record)
ACCOUNTS RECEIVABLE & ACCOUNTS PAYABLE:
- button CC/CO -> change to button CC and button CO
RELEASE NOTES (10/22/2013)
- Enhancement
CRM :
- Comment fields link to employee show only active employee/object
ORDER :
- contract - end date of contract could be empty
- position - details - button CC/CO -> button CC and button CO
STOCKS :
- Item details button CC/CO -> button CC and button CO
SERVICE :
- Email Sending – Invitation and protocol
- BUG
ACCOUNTS RECEIVABLE :
- Sort date ascending in AR Payment grid open vouchers
RELEASE NOTES (10/21/2013)
- Enhancement
CRM :
- Agrefira changes
- allow to link employee/object (from service) to address comment fields
- should be available in filter too
SALARY :
- Changes regarding kinderzulage and %
- BUG
SALARY :
- employee history - disregard 00:00:00
RELEASE NOTES (10/18/2013)
- Enhancement
GENERAL :
- Capability of handling 125% display of windows
ACCOUNTS RECEIVABLE :
- Email Sending - Reminders
- Show sending email details just like in CRM
- Grid row should have color red for the unsuccessful sending
- Create a column checkbox to allow user to select which customers will be used for sending email.
NOTE:
- Checkbox should always be checked ALL if newly recreated reminders.
- 2. If there are red columns then only those reminders are checked when opening the form. This is to prevent not sending again the same reminder level to the customers.
- BUG
ORDER :
- After entering data on textbox then press save. All editable labels will be disappeared
RELEASE NOTES (10/17/2013)
- Enhancement
CRM :
- Campaign – redesigning the message form.
- BUG
GENERAL :
- Import BCNR – there’s an error message appear when downloading BC numbers.
ACCOUNTS PAYABLE :
- Invoice – this message will always appear "Please read the ESR Line again." even if
the ESR line entered is complete and correct.
RELEASE NOTES (10/16/2013)
- Enhancement
ORDER :
- Salesman Filter - make this standard
- BUG
CRM :
- Cannot save Zip code with space(bug)
OBJECT:
- objects adjustments
- When selecting comments lookup in tab II and then go back to tab I the text display the code instead of the description
SERVICE :
- Viewing problem in planning with Employee code with “U” (bug)
RELEASE NOTES (10/14/2013)
- Enhancement
CRM :
- possible to filter schedules without dates with address group
- possible to filter addresses without schedules with address group
- Filter menu grouping
ORDER:
- log file for orders - deleting and undoing
ACCOUNTS RECEIVABLE:
- update financial - tools - import/update bc numbers (bank clearing)
- BUG
SERVICE:
- Weekly report wrong view on filtering date less than the Start Date of an employee
RELEASE NOTES (10/11/2013)
- tools - import/update bc numbers (bank clearing)
- import should be done directly from web-site (one-click)
- get file via zip file: www.six-interbank-clearing.com/de/home/bank-master-data/download-bc-bank master.html -> BC-Bankenstamm (ASCII) (ZIP)
- extract and link automatically
- then use existing import interface
CRM :
- Addresses import adjustment & language improvement
- Address List with Memo –done shows memo
OBJECT:
- Add new tab for insert picture
GENERAL LEDGER :
- New Updated Reports for 3 year Comparison with budget
- Updated form messages DEBIT and CREDIT Account have VAT Code
RELEASE NOTES (10/10/2013)
ORDER :
- open quotation (of a certain customer) - add/remove address group "open quotation
- Adding manually Set Member - Order Positions
- Reports - others - statistic reports -> message
- there comes an error message when i would like to open the statistic report
CRM :
- Memo field will not be display if address has only one group
- Addresses
- After assigning a schedule of an address and save then search such address all records will disappear but the record count remained. Need to search addresses with or without
schedules first before all records can be shown
- Adjustment – Address details – use linked employee when creating schedule
- Address Overview – New filters
- change filter checkbox w/o schedule to a combo box with the elements:
- All
- with schedule
- without schedules
- add following filter
- no schedules in date
- no schedules in date 2
- no schedules in date 3
- no schedules in date 4
- Schedule Details – Print out – wrong page break
- right now there is a page break after every schedule
- 3 “last schedules” would give now 3 pages instead of one
Note: (Updated .LST) for testing
SERVICE :
- Employee Details – Salary View bug
ACCOUNTS PAYABLE :
- transaction - invoice - read ES reference code with pen reader
- after reading and placing in ESR field
- check number of digits (16 or 27) is correct
- if not complete show message so that user could read again
GENERAL LEDGER :
- Recording – both accounts linked with VAT Code – show new form/message (for testing)
RELEASE NOTES (10/09/2013)
CRM :
- crm - address overview - new filters
- Change filter checkbox w/o schedule to a combobox with following elements:
- all default
- with schedules
- without schedules
SERVICE :
- Performance type – Don’t Import to DA checkbox
- Service.net – meeting – protocol title
GENERAL LEDGER :
- Filter – overview – account fields not in place – 125% display
RELEASE NOTES (10/08/2013)
CRM :
- Column Fields in Schedule List
- Add Date Entered
- Performance type showing of grid bug
POS :
- Gastro - changes to be done
- Move - move orders to other waiter should be password/security protected.
- Cook Button
- 1st click - no changes as now
- 2nd click - new form will show
- contains the list of all the orders with columns Item and Time (the time where the
COOK/print to kitchen was done with this item)
- no time means still needed to COOK/print to kitchen
- button "Print" (will print the not COOK/printed items) "Print ALL" (will print all)
GENERAL LEDGER :
- reports - balance/income statement - checkbox "3 year comparison with budget"
- landscape report with column budget, previous year, pre-previous year
RELEASE NOTES (10/07/2013)
ORDER :
- Add variable for Address no.
- Create new variable for address no. (main address no)
- for List&Label call the variable: Address_no
SERVICE :
- Employee Details
- can save hours per week per employee bug
ACCOUNTS PAYABLE :
- inntactFinancial - AP - Design must be look like the same with AR
ACCOUNTS RECEIVABLE and ACCOUNTS PAYABLE :
- Statement of Accounts Header
- Print only the header once in the report if customer in the next page is the same
GENERAL LEDGER :
- Include foreign currency amount problem
RELEASE NOTES (10/04/2013)
POS :
- changes to be done
- Split - you can still split even if the other guest is blank.
- Tender Form
- new button Print - which will print the receipt
- Save/Tender will no longer print the receipt
- inntacat sales - cash pos – gastro
- Can possibly serve 1 table for two different salesman.
- can still be able to edit data on grid in item summary.
- It creates an unbalance transaction in GL after booking a transaction from
Gastro with discount on item.
CRM :
- new in CRM/Schedules
- New in CRM/Schedules - will check the intact logged in user and the link to the employee details, if link is existing then linked employee will be used as default.
- address details - show address list on right side
- show addresses if the user is showing this grid
- use the space and save own column settings for this grid
- filter -> open address -> use grid -> close address -> filter is lost (bug)
STOCKS :
- Item Lookup
- Item Lookup in stocks and Item Lookup in order should look the same.
SERVICE :
- Employee Details
- create a link to the inntact users
- can save hours per week per employee
- Meetings – Protocol
- agenda format in report Protocol and Invitation
ACCOUNTS RECEIVABLE :
- reminders - send reminders per eMail/PDF using eMail address from customer
RELEASE NOTES (10/03/2013)
- Option for customer Display (Default not shown)
POS :
- inntact sales - cash POS – Customer Display
- Can possibly serve 1 table for two different salesman.
- can still be able to edit data on grid in item summary.
- It creates an unbalance transaction in GL after booking a transaction from Gastro with discount on item.
- Book from Gastro
- There should be a default booking text.
- Problem in Transfer to Order
CRM :
- CRM – Address Details – Show address list on right side
STOCKS :
- Inventory – Time will not update
- In form Item details “Date Update” time will not update after making inventory transactions
SERVICE :
- Service – Saving Employee without Code
- It not be possible to save Employee details without Code.
ACCOUNTS RECEIVABLE, ACCOUNTS PAYABLE :
- Booking Text
RELEASE NOTES (10/02/2013)
All Modules
- All editable labels in each form for all modules should save the changes once edited and
such changes will retain even after changing the language.
- Add new menu for Release Notes (under help menu)
ACCOUNTS RECEIVABLE :
- Problem of linked vouchers with Advance
- Resize the column type so that "Vorauszahlung" will be in one line
RELEASE NOTES (10/01/2013)
ORDER :
- Order Header - Customer Nr.
- After deleting customer nr. and transfer focus on Order Nr., zero number is shown on customer nr.
SERVICE :
- Meeting-Agenda-Title/Subtitle expand to report text
- When writing a long text on the agenda then preview the reports shows lacking details
ACCOUNTS RECEIVABLE :
- Partial Payment + ESR Payment - Wrong Discount
GENERAL LEDGER :
- Filter
- CC/CO Filter 2 views : activated or not activated
- Show origin checkboxes for available modules only
- Reports - Balance sheet – change
- add checkbox “incl. fc amount”
- If checked then show additional column for amount in foreign currency
- Only printed for account with fixed foreign currency
- This allow to see the real balance of an account like bank account EUR.
RELEASE NOTES (09/25/2013)
- INNTACT SALES :
CRM :
- Campaign changes
- Email – Load addresses in tab enter bug