2024 Release Notes
December 2024
24 December
- Added a warning when setting up payment surcharges so that we don’t allow the feature to be enabled unless it is properly configured.
23 December
- Added support of payment surcharges when using deposit invoices
- Allow less than one minute duration on Bill Of Material
- Added support for many alternate part numbers for the same item
- Added a partnumber generator which will generate part numbers in sequence.
- Added ability to create template sales orders
- Added an ability to mark a quote or sales order template as default to allow you to have (for example) orders that always contain a “freight” line.
- Added the ability to insert items anywhere on Quotes, Sales, Invoices, Purchase orders, Jobs, etc
18 December
- Change status of PO and Quote to “Sent” automatically when sending email
- Automatically export invoices that are imported from Woo Commerce to MYOB/XERO
17 December
- Permit negative prices when connected to Xero.
16 December
- Added Labelling for Quotes (Quote, Estimate) and Sales Order (Sales Order, Proforma Invoice, Invoice).
13 December
- Credit warnings now appear on order entry, not just after save.
12 December
- New popups for phone calls available on request.
- 2x improvement in accounting sync speed.
9 December 2024
- Multiple units of measure for sale and purchase of product have been added. This feature allows users to specify multiple units for purchasing and/or selling (e.g. Bottle, case, packs of Wine). Note: Available for ALL XERO customers, MYOB available on request.
- 10x performance improvement on Woo Commerce Sync of order downloads.
November 2024
22nd November
- Ability for credit invoice and refund was added
- The processing of the buttons Mark as Shipped/Returned/Received has been improved for Sales Order and Purchase Order viewers
- Picking lists now possible to include bay locations inside work orders
19th November
- Credit warnings are now shown as you enter sales orders.
- Fixed decimal precision on exchange rates
18th November
- Overdue invoices and failed payments are now colour coded to red
- Terms of trade can now be added to web templates for invoices
- Xero integration has been simplified – for new connections, you cannot select to not sync inventory with Xero – the option is no longer available. For existing connections – once this option is selected to sync inventory – it cannot be turned off (and will no longer be visible).
- Access4 – Once you connect extensions in CRM, you no longer need to refresh them, it is now automated.
- Invoice Date bug fix
- Added a “Select All” option when generating work orders to make it easier and faster to process work orders when many products have to be built.
- Fixed Price breaks so that the “default” price on a product updates the “>0” price of the DEFAULT price level.
- Adjusted the BARCODES field to allow non-numeric barcodes. This includes primary AND alternate barcodes.
- On quotes there is now an option in Admin > General > Quote Settings that allows for users to disable “Send me an invoice”.
October 2024
29th October
- Added colour coding for failed payments (red) and overdue invoices (red).
- Added Terms of Trade to online invoices.
24th October
- Added support for handling payment surcharges in the CRM, automatically applying them when payments are processed.
- Implemented checks to ensure users retain necessary permissions when using MYOB to avoid unexpected errors.
18th October
- Enhanced quote and sales invoice entries, making it easier to edit part numbers once selected.
- Enabled backorder by default for web quotes when they are paid online.
14th October
- Added a “Payment Not Received” warning on subscription expiry to prevent unexpected loss of access for customers.
- Price Levels now automatically import from MYOB on first connection (thanks for the fix!).
11th October
- Added “Main Supplier” field in Stock Details and “Prior Items Sold” and “Prior Items Invoiced” grids.
4th October
- Added CTI Refresh/Connect buttons for Access4 Integration.
September 2024
30th September
- Notifications to “Myself” were removed when assigning a task or ticket to oneself, as it is already known.
- Notifications were changed so that if there are more than 3, the system will display “You have 200 new notifications” rather than showing all notifications for 3 minutes upon login.
29th September
- Significant speed improvements were made to automations, including email sending and processing of accounting integration queues.
27th September
- The processing of deposit invoices was fixed so deposits are no longer treated as taxable supply.
25th September
- The “Expected Incoming” date was added to the stock detail popup in “Sales Order,” including past dates where expected incoming Purchase Orders or Builds have not arrived yet.
24th September
- The ability to create multiple assets automatically when trackable assets are sold was added.
- “Compact Mode” was introduced to grids, and grid options were moved to a new menu for a cleaner look.
23rd September
- The ability to show data from Sales Orders and Invoices in the “Prior Items Sold” grid was added.
17th September
- The ability to enter a Purchase Order number in the Customer Portal was added.
- The ability to enter order notes in the Customer Portal was added.
16th September
- A new In-Product Help Panel for context-sensitive help was added.
- MYOB branding was removed from the user interface, and colours were changed to Tall Emu blue.
14th June 2024
PDF Templates
We’ve introduced the ability to customise a wider range of PDF templates via Microsoft Word.
- From Admin > Templates > PDF Templates you can use the Source field to select the area for which templates that can be created, then use the Type field to select the specific template.
Note that although Customer Subscription, Supplier Bill and Support Ticket appear on the list, these templates are not able to be customised at this point in time.
- We’ve also added a batch of templates to all databases – you can use these or download the Word document to customise them and then upload the revised document to CRM.
- As several areas of CRM have multiple types of PDFs that can be generated, these can be selected by choosing a Source and then specifying the Type of template.
- In the following example, I have chosen a Source of Sales Order and then can select from Delivery Docket, General (being the Sales Order PDF itself) or Picking List in the Type field.
For further information, please see our guide to customising PDF Templates.
4th June 2024
Accounting integrations
The user interface for accounting integrations with MYOB and Xero has been updated to include new tabs:
- Unresolved Errors: view all failed record syncs.
- Export Queue: you can see all the records that are currently in the queue to be synced i.e. the sync is in progress.
- Import/Export History: you can see all of the records that have previously been synced i.e. the sync is complete.
- Advanced configuration: this is where you can modify the data sync settings with your accounting system.
- Sync failures will now result in the sync process being paused. Once errors have been resolved, the integration will automatically resume syncing.
See also:
31st May 2024
Credit Notes
- Credit Notes can now be exported from CRM to MYOB. As a result, Credit Notes should now be created in CRM, rather than MYOB.
- The Credit Note cannot be allocated in CRM (the MYOB API doesn’t allow for this), so you will need to export the record to MYOB, allocate it and then come back into CRM to re-import the record to bring the allocation in from MYOB to CRM.
23rd May 2024
Inventory
- We have added an area for Stock Detail to the Inventory section.
- This area has replaced the previous Backorders section and provides a more comprehensive overview of stock that includes things such as incoming stock or stock committed to future deliveries.
- The area has 2 Advanced Filters applied by default in all databases for Backorders and Committed Stock.
- Using the array of stock information columns, you can customise the area to display stock information that is relevant to your business.
- You will need to ensure that your Users have access to the new Stock Details area, if required. Access is granted via the Product & Stock Management section in Teams.
- We have also renamed the Stocks area in Inventory to Stock.
See also:
Total Weight
- A new field for Total Weight has been added to Quote, Sales Order, Invoice, Outbound Shipment, Inbound Shipment and Purchase Order.
- The field adds up the total weight of all the Products on the record that are of an Item type. The highest value measure is shown e.g. kg (kilogram) instead of g (gram) or t (tonne) instead of kg (kilogram).
- Weight information for each item is pulled from the Product record in the area for Features > Volume > Weight.
See also:
9th April 2024
Tasks
On Tasks, click on the Tickets tab and you will see 2 new options:
- Link Existing – this allows an existing Ticket to be linked to the Task. The linking of multiple Tickets to a Task is also now supported.
- Unlink Existing – allows you to select a Ticket that is already linked to the Task and break the link between the records.
See also:
Tickets
On Tickets, click on the Tasks tab and you will see 2 new options:
- Link Existing – this allows an existing Task to be linked to the Ticket. The linking of multiple Tasks to a Ticket is also now supported.
- Unlink Existing – allows you to select a Task that is already linked to the Ticket and break the link between the records.
See also:
18th March 2024
Products
For serialised and batch-tracked Products, the following tabs have been replaced:
- Batches: this information now shows in the Stocks tab, with a new button for adding batches.
- Serial Numbers: this information now shows in the Stocks tab, with a new button for adding serials.
- Batch Movements: this information now shows on the Stock Movements tab, with a new button for batch adjustments.
- Serial Number Movements: this information now shows on the Stock Movements tab, with a new button for serial adjustments.
A new button has also been added to the Product toolbar that allows the following actions:
- Enable stock-tracking.
- Disable stock-tracking.
- Enable serialisation or batch-tracking.
- Disable serialisation or batch-tracking.
- Convert a batch-tracked Product to a serialised one (and vice versa).
Depending on how the Product is currently configured, the options displayed from the Stocks button will be slightly different.
Note that these options are only available where the Product is NOT already synced to your accounting system.
Also see our help files on:
13th March 2024
Custom Fields
- Purchase Orders are now available in Admin > Custom Fields. Click here to learn how to create custom fields.
Admin
- In Admin > General there is now an area for Prefix/Sequence Settings which allows you to customise the prefix and starting number for different types of records in CRM e.g. you may want to start your invoices from number 300 and change the prefix from “I” to “INV”: INV-300. Click here to learn more about how to customise your record identifiers.
14th February 2024
System
- It is now possible for Users in the “Administrators” Team to edit Advanced Filters and Layouts that have been created by other Users.
24th January 2024
Resources
- Resources and Resource Groups have been relocated in Admin > Settings from Manufacturing to My Company. This better reflects the nature of Resources, which can be used in a number of areas in CRM, not just manufacturing.
- See our guide on Resources for more information.
19th January 2024
Field customisation
- It is now possible to customise options on dropdown lists directly from the list – just click on the field to show the current options and then click on the Edit button.
- This will open a pop-up box that allows you to Add, Edit or Delete options on list.
4th January 2024
Stocktakes
- Added the ability to create new batch and serial numbers from a Stocktake.
