Released 4th September 2022 : version 9.5.1232.1 Online Advantage
General Ledger Reports – the following reports have been updated to allow reporting back 8 years:
- Profit and Loss reports
- Balance Sheets
- Trial Balances
- Detailed GL reports
Note that this does depend on there being 8 years of data history retained/available.
GL EOM – additional Trial Balance reports added to the EOM General Ledger report selections:
- Consolidated Trial Balance by Branch
- Consolidated Trial Balance by Division
- Detailed Trial Balance by Division by Branch
EOW speed improvement– improved efficiency on process time when calculating inventory replenishment levels
Sales Analysis Display – changed the Sales Summary Display so columns stretch across the width of the available space to make them easier to read
Bank Reconciliation – improved auto bank reconciliation matching for references with white space and also for inter-bank transfer references
Supplier Invoices and Returns – improved the input performance in these functions, especially in relation to checking for previously used reference numbers
Creditors Returns – Now calculates the ‘due date for return’ based on credit date and supplier’s terms
Shipment Receipt and Cost– now shows totals on the quantity ordered and received columns in the item summary
RFQ/PO upload – users can now upload text only lines to Request for Quotes and Purchase Orders
Point of Sale – various changes to the POS module including:
- Sales Order Entry dockets can now be called up in POS as a Special Order to allow payment entry
- a negative account payment is now allowed so users have a way of reversing a previous payment mistake
- you can configure POS to require full payment for items in a sale that are left on special order, or configure POS to take a deposit only (or no deposit)
- added a ‘New Customer’ button to the main POS transaction screen. You can set up a default address and contact type for new customers created via POS in the POS setup Customer Defaults area
Drivers Runsheets – function has been moved off the ‘Reprints’ menu. We’ve added carrier and driver input. Vehicles should be set-up as a ‘Carrier’ and your driver as an ‘Employee’ in the Time Cards module. The vehicle and driver details are printed on the run sheet
Despatch Docket Reprint – this function has been changed to use the ‘select and preview’ style with improved filters
Customer Alternate Delivery Addresses – you can now add a ‘sort code’ to a customer’s additional delivery addresses. This sort code is used to sequence the available alternate delivery addresses for selection in Sales Order Entry. The customer’s main delivery address has also been added to this list so you can easily ‘switch back’ to it from an alternate address selection