Release Notes Inntact 8

RELEASE NOTES (07.10.2024)

Enhancement

POS

Archive standard implementation

Folder path names in german
Convert to PDF/A when book from AR/AP to GL is done.

ACCOUNTS RECEIVABLE

Archive standard implementation

Folder path names in german
Convert to PDF/A when book from AR/AP to GL is done.

ACCOUNTS PAYABLE

Archive standard implementation

Folder path names in german
Convert to PDF/A when book from AR/AP to GL is done.

SALARY

Archive standard implementation

Folder path names in german
Convert to PDF/A when book from AR/AP to GL is done.

GENERAL LEDGER

Archive standard implementation

Folder path names in german
Convert to PDF/A when book from AR/AP to GL is done.

RELEASE NOTES (01.10.2024)

Enhancement

ORDER

Block feature for supplier/customer

Don't show blocked customer/supplier for new record.
Allow to see existing records for blocked customer/supplier (Overviews within Order)

STOCKS

Block feature for supplier/customer

Don't show blocked customer/supplier for new record.
Allow to see existing records for blocked customer/supplier (Overviews within STOCKS)

ACCOUNTS RECEIVABLE

Block feature for supplier/customer

Don't show blocked customer/supplier for new record (Accounts Receivable)
Allow to see existing records for blocked customer/supplier (Overviews within Accounts Receivable)

ACCOUNTS PAYABLE

Block feature for supplier/customer

Don't show blocked customer/supplier for new record (Accounts Payable)
Allow to see existing records for blocked customer/supplier (Overviews within Accounts Payable)

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

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

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)

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)

CRM

It should still be possible to enter more letters in general search field.

RELEASE NOTES (08/27/2014)

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)

SERVICE :

Test Contacts Sync / Export with Outlook 2013

RELEASE NOTES (03/24/2014)

Enhancement

CRM :

Address - details – performance

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)

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)

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)

STOCKS :

Set – change structure / change prices of set member

RELEASE NOTES (03/12/2014)

Enhancement

GENERAL :

general - tools - user - Remove Default user

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

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)

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

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)

SERVICE :

Transfer to Order – showing account value in grid.

RELEASE NOTES (02/19/2014)

SERVICE :

Transfer to Order - Option item number/performance type - add option for default.

RELEASE NOTES (02/18/2014)

ORDER :

History List - Comparison Report

RELEASE NOTES (02/17/2014)

Enhancement

ORDER :

Include order with zero price in backlog maintenance.

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)

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)

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)

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

ORDER :

Delivery Address Filter bug

RELEASE NOTES (01/27/2014)

Enhancement

SERVICE :

Service – Meetings – Invitation – Acquiring logo from previous

RELEASE NOTES (01/23/2014)

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

ACCOUNTS PAYABLE :

Get the clearing number in IBAN

RELEASE NOTES (01/16/2014)

Enhancement

ORDER :

Signer – new Item History(Comparison)Report

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

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

GENERAL LEDGER :

Balance/Income – 3 year comparison – budget is missing

RELEASE NOTES (01/09/2014)

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

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)

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

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

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

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

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

CRM :

Options - CRM - More Options - Duplicate Settings

RELEASE NOTES (12/16/2013)

Enhancement

ORDER :

ESR is now included as attachment in sending document email.

SALARY :

salary type with VAT - VAT record not included in GL

RELEASE NOTES (12/13/2013)

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.

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.

SERVICE :

Transfer to Order mask problem

RELEASE NOTES (12/05/2013)

Enhancement

ACCOUNTS RECEIVABLE :

All customer will be the default to create reminder list

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.

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

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

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

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)

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)

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)

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

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

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

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

GENERAL LEDGER:

VAT Statement Comparison Report enhancement

RELEASE NOTES (11/11/2013)

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.

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

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.

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

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

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

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 %

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.

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.

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

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)

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