To date, two fleets are operating on the mDrive system with many more expected to come online in the coming months.  The project, undertaken as a part of the ‘Efficient Government’ initiative, promises to deliver significant savings to many government departments who have been independantly managing their of vehicle fleets.

With a wholly integrated authorisation system and the sophisticated reporting that exists within mDrive, the Victorian Government is now very well equipped to ensure that the car pool activities of it’s various departments are running smoothly and efficiently.

• Retail > Stock Transfer: Resolved issue to prevent Stock Transfer of Non-Diminishing items.
• Admin > Product Register: Changes to the ‘Clearance’ Price functionality to only update product records where the clearance price is different from the retail price, and the item is still active. This means that less inventory records need to be updated to the stores.
• Retail > Stock Transfer & POS: Changes to prevent archived products from being added to POS sales and stock transfers.
• POS > Transaction History > Duplicate transactions showing: Fixed an issue that causes duplicate transactions showing in the transaction history screen.
• POS > Layby payments > Payments weren’t posted to bank account: Additional layby payments should now be posted to the CASH AT BANK account. The End Of Day Reconciliation report has also been fixed to include Layby Payment transactions.
• POS > Stocktake > Improve sorting ability in stocktake: When creating a new stocktake and/or add a new item to the grid, it should now sort correctly depending on the sequence configured for the stocktake.
• POS > Laybys > Paying off laybys with cash: There was a rounding issue with paying off laybys with cash. Previously, due to rounding, it would leave the account outstanding by 1 or 2 cents. This should close the laybys correctly.
• POS > Laybys > Cancelling Laybys: Cancelling laybys should now create a credit against the customer’s account and automatically offset it. This leaves the customer account with no outstanding items. Also there is a change in the screen functionality. Previously there was one button to cancel a layby without refund and another to cancel a layby with refund. By changing the amount to refund and clicking on Cancel Refund, this should achieve the same result.
• Main > End of Day > Finding DBR: When finding a DBR, the picklist should now show latest entries first.
• HO->Retail->Stock Transfer: Added option to print/not print Transfer Docket on Transfer In. The system setting ‘Print Docket in Stock Transfer In’ can be configured.  By default on application update, this is set to True.
• HO->Financials->Journals: When a journal has been processed, the Journal Reference number and Batch Number are presented to the user for future references. This is important if the system is configured to automatically generate Journal Reference numbers.
• HO->Reports > Transaction Batch Listing: Resolved problem with the Transaction Batch Listing report to now exclude non-diminishing products for the Subsidiary Ledger Delivery Costs, since they are not posted to the GL Inventory Costings accounts.

Version 2.46.005

• Main > End of Day > Finding DBR: When finding a DBR, the pick list should now show latest entries first.
• HO Admin >  All Customers  > History: Resolve issue with displaying Customer History O/S items and the 26th record was not being added to the grid (only happens when there are more than 26 records to add to the grid, and the default grid row count was also 26).
• HO > Finance > GL Accounts > Recalculation: Added enhancement to the Recalculation process of a single General Ledger Account to include recalculating the monthly Last Balances of the previous months of the current year.
• HO > Finance > Journals: Resolved issue with restricting the Account Title from being modified when processing General Journals.
• POS: Fix issue to print deposit paid if it was paid in full at order time.
• POS: Credit check now looks if a payment has been processed during the day.
• POS > Transaction Listing: Include payments in transaction history listing.
• POS: Cosmetic change to End of Day screen to show the DBR status in the standard Arial font to be consistent with other screen label fonts.
• POS: Add functionality to popup customer notes during a POS sale. This option is configurable in the System Settings screen.
• POS > Processing Account Sale: Add functionality to automatically offset transactions created for sales and returns.
• POS > Stock transfer: Improved the transfer ‘pick list’ to show the store names instead of just the store numbers (most users don’t know what the numbers mean).
• POS > Reconciliation Report – remove account payment’s from POS since new method of posting customer cash sales. Implemented another format for the EOD Reconciliation report. Add date opened and closed for the DBR.
• HO > Stock Transfer: Cosmetic change to error message that displays when a stock transfer advise email fails to be generated (previously message said ‘No Login’).

Version 2.46.004

• POS > Layby: Change layby report to return all laybys for the currently logged in location only. If the current location is HO, then return laybys for all locations.
• POS > Layby: Change layby report to include the date the laybys were created.
• POS > Trans. History > Transaction History report: Cosmetic changes to the transaction history report.
• POS > Layby: Resolve numerous issues with the layby process relating to discounting of item for layby.
• Customer Invoice: Added banking details to the customer invoice format.
• Stock Transfer: The receipt printout of a stock transfer now includes the location description at the top.
• Head Office > Wholesale > Stock Input: Added functionality in the stock input screen to sort by name or style of the shoe.
• Head Office > Wholesale > Stock Input: Added functionality to the stock input screen to select or unselect all items in the grid to transfer.
• Head Office > Retail > Reports > Weekly Sales Report: Allow support to suppress branches that are closed on the weekly sales report.
• Head Office > Admin> Mailing List > Mailout: DL envelope option uses a report called ‘SFEnvelopedl.rpt’ which has been modified slightly to print further to the right at the client’s request.
• Head Office > Admin> Supplier Register: Fixed problem in Fashion Supplier Sizes screen to update INVFASHN records with the latest size range (e.g. a new size is added to a supplier style, so all inventory records need to have the SIZEFROM & SIZETO fields update the new range).
• POS > Edit Web Order: Add this menu item for users to edit web orders if required. This item is only available for the web delivery location.
• Head Office > Financials> Reports->Customer Statements: Fixed problem with customer statement report where the opening balance was being incorrectly calculated.
• HO ->Reports > Transaction Batch Listing: Resolved problem with the Transaction Batch Listing report, which now correctly reflects the full amount in the Creditors/Debtors Ledger Summary when printing batches with multiple subsidiary ledger postings.
• HO->Reports > Transaction Batch Listing: Resolved problem with the Transaction Batch Listing report to now exclude non-diminishing products for the Subsidiary Ledger Delivery Costs, since they are not posted to the GL Inventory Costings accounts.
• HO->EOY Rollover: Resolved problem with EOY Rollover posting incorrect profit transfer amounts by including [future] transactions of the next financial year. Now it posts correctly the balance of profit and loss accounts of the closing-off financial year as the Profit/Loss Earned.
• HO->Reports > Transaction History GL Accounts: Minor change to GL transaction history report to include MKRECID to ensure report is always sorted the same way after each print, especially if two or more transactions have the same transaction date and batch number.
• HO->Financials->Journals: When a journal has been processed, the Journal Reference number and Batch Number are presented to the user for future references. This is important if the system is configured to automatically generate Journal Reference numbers.
• HO->Financials->Bank Reconciliation > Print: Resolved problem with the Bank Reconciliation report header – now correctly indicates the date of the report end date.

Version 2.46.003

• Catalogue: Fixed problem with catalogue screen where some styles weren’t being printed on the report on the correct order, as the SQL query didn’t order the records (so the manually added styles were printed at the end).

Version 2.46.002

• Stock Transfer: Added System Setting entry to enable/disable automatic printing of transfer docket on a ‘Transfer In’.
• Sys Administrator: Fixed problem with correctly displaying start/end dates in the Employee Maintenance screen (Holidays/Leave tab)

Version 2.45.001

• Main > POS > Layby: Change layby report to return all laybys for the currently logged in location only. If the current location is HO, then return laybys for all locations.
• Main > POS > Layby: Resolved numerous issues with the layby process relating to discounting of item for layby.
• POS: Added banking details to the customer invoice format.
• POS: The receipt printout of a stock transfer now includes the location description at the top.

Version 2.45.001

• Main > POS > Layby: When putting through a layby transaction, MOP2 will automatically process as LAYBY hence will bring up the layby screen as expected.
• Receipt Printing: Fixed minor problem with printing POS receipt, where MKINI entry to print company logo is set to Y, but the MKINI entry for the logo name (LOGO NAME) is blank.  In this case, it should print the company name instead, the company name wasn’t printing (e.g. Mountfords Camberwell)
• Stock Transfers > Transfer In: Allowed Manual Input from the Stock Transfer In to have the option of automatically reconciling truck quantities, rather than having to do a manual stock transfer out.
• Transfer History: Added the Archive All Error Transfers functionality as a button to allow one to change the status of all "ER" transfers to "EC", effectively gets omitted from the transfer history listings.

• Payroll: Updated payment summary report to include field for employee super totals (as per request from Sprague/ATO requirements)
• Payroll: Updated payg.rpt, payrun.rpt & YTDPay.rpt to tidy up report columns and use the same font (Arial)
• Payroll: Changes to payments screen to update the payment YTD export file to comply with latest ATO file formats.

Version 2.44.001

• Admin->Mailing Lists: Fix issue with editing a customer through the mail list screen.
• Retail->Reports: Weekly Sales report now shows the week number of this season. The report is based on this week number’s days and the corresponding week last year.
• Retail->Stocktake: Resolved issue that stopped users from processing stocktakes.
• POS->Receipts: Company name added to receipt if logo is not configured to be printed.

Enhancements:

• Updated mDrive ‘Toolbar’ icons and application colour scheme, with new Ecco standard icons and colours.
• Enhancements to Vehicle Maintenance screen (Admin) to allow for 3 fuel card numbers, each can be used for different fuel providers (i.e. Shell, BP, Caltex). This flows through to the Rentals screen (Counter), where the fuel card numbers on the selected vehicle are automatically copied to the rental.
• Enhancements to Rentals screen (Counter) to enforce a minimum ‘kms driven’ amount for rentals longer than ‘n’ days. This is configured by new System Setting entries ‘Minimum Rental Days for Vehicle Kms Checking & "Minimum Kms Allowed on Rental Completion’.
• Enhancements to Rentals screen (Counter) to prevent rentals from being completed if vehicle damage details are not filled in by the user (configured by System Setting entry ‘Rental Damage Items Require Both Out and In Details’).
• Enhancements to Vehicle Maintenance screen (Admin) added field for Sale Amount, which is used in the Admin Report ‘Vehicle Sales/Disposals’.
• Enhancements to Admin Report Vehicle Sales/Disposals Listing to allow user to filter vehicles sold for a particular group, as well as sales for a specific date range.

Version 4.27.001

Enhancements:

• Enhancements to Vehicle Maintenance screen (Admin). Added field for fuel card number, which can be used to automatically copy across to rentals when vehicles are added to a rental. Changes to Rentals screen to automatically pickup fuel card number when vehicle is added to a rental (also applies to rental replacements, and converting a hard-coded reservation to a rental).
• Added new System Setting ‘Allow New Rentals without an Existing Reservation’ which can be used to allow/prevent new rentals (e.g. only conversion of reservation to rental is allowed).
• Added new System Setting ‘Allow New Reservations without an Existing Quote’ which can be used to allow/prevent new reservations (e.g. only conversion of quote to reservations is allowed).
• Changes to Admin report ‘Rental Template Exception’, to allow user to filter this report by rental pickup date range.
• Enhancements to Rentals screen (Counter) to allow multiple vehicles to be assigned to a quote. When converting a quote to a reservation, mDrive checks to see if there are more than 1 vehicle, and if so, asks the user if they want to create a separate reservation for each vehicle. This can be a good time saver for rental companies who get asked for quotes for multiple vehicles (e.g. how much is it to hire 3 small cars for 10 days?).
• Enhancements to Logbook screen (Counter) to allow user to include/not include vehicles that are ‘Out of Service’, ‘Sold’ or ‘Stolen’.
• Enhancements to Logbook Re-sequencing screen (Counter) to automatically change cross hire vehicle status from ‘Idle’ to ‘Out of Service’, for cross hire vehicles that haven’t been hired in ‘n’ days. This can be used for rental companies that regularly use other fleet vehicles to cater for busy periods, and they want to take these vehicles off-fleet in bulk.

Version 4.26.001

Enhancements:

• Enhancements to Rentals screen (Counter) functionality for a vehicle fee on rentals. This is a standard fee (like OWR, delivery, or pickup fee), and is calculated in the same way (including taxes). This fee can be used by rental companies who want to charge a ‘vehicle’ fee on each rental. Added System Setting ‘Default PPRS Register Fee on New Rentals’, which can be used as a default vehicle fee on all new rentals (e.g. all rentals get a $5.00 vehicle fee by default).

Version 4.25.001

Enhancements:

• Enhancements to Logbook Re-sequencing screen to include option to automatically send SMS messages to drivers when their rental is due to be returned.
• Enhancements to Logbook Re-sequencing screen to include option to automatically send ‘trip summary’ email messages to drivers when their rental has been completed.
• Enhancements to Rentals/Logbook screen to block/allow reservations to be allocated a vehicle if that vehicle is still on a ‘returned’ rental.

Version 4.24.001

Enhancements:

• Enhancements to Financials Customer Maintenance screen to include ‘Certificate of Currency’ expiry date, which can be used for customer accounts that are self-insured when hiring vehicles. Also added report to print a listing of customers who have a ‘certificate of currency’ that expires during the reporting period.
• Added new ‘System Settings’ entries for Customer ‘Certificate of Currency’ & ‘Customer Preferred Agreement’ validation on Rental agreements. This can be used for rental companies who want Counter staff to be notified if a customer has either a certificate of currency or preferred agreement that has expired.
• Changes to End of Day screen (Counter) to use the actual invoice date when posting invoices to Financials, instead of the current date. This is applicable when staff don’t post DBR each day (in which case the invoice date is same as the current date). Some rental companies post to Financials weekly or monthly, which can mean the Rental Invoice & Financial Invoice may have different dates.

Version 4.23.001

Enhancements:

• Enhancements to Rentals screen (Counter), added field for Purchase Order Expiry date, which can be used by rental companies to track customers who supply a purchase order when hiring vehicles. Added extra colouring to the Logbook screen to show rentals where this P.O. expiry date occurs before the end of the rental. Also created report to list rentals that have open rentals where the P.O. expires within the reporting period.
• Changes to Logbook screen (Counter) to include a column to show the current vehicle status. This can be useful for Counter staff when looking for available vehicles in this screen.
• Changes to Admin report (Transaction Listing) to allow user to filter the report for a single rental agreement. This can be useful when the user wants to print all payments for a single contract.
• Added new item to the Financials ‘Export’ screen, to allow users to see a list of rate plans linked to customer accounts.

Bug Fixes:

• Fixed problem with DBR banking screen (Counter) to stop amounts from doubling-up when user edits a DBR, opens this screen, closes the screen and re-opens it again (the amounts were being incorrectly accumulated each time the screen was opened).
• Fixed problem in Fleet Utilisation report (Counter) to calculate ‘days on workshop’ when a vehicle is on a workshop and not in a contract at the same time (i.e. exclude workshop on RA).
• Fixed small problem with creating a new rental from the logbook, where the vehicle is idle, but mDrive wasn’t correctly checking the vehicle status (which prevented vehicle from being added to the rental).
• Financials –> Reports: Changes to the way the Daily Transaction Log report is generated, to improve the time it takes to print this report (benchmarks indicate a 500 page report now takes about 1 minute to print, down from about 5 minutes).

Version 4.22.015

Enhancements:

• Small change to Modify Dates screen (Counter) to allow editing of open rentals that have a vehicle replacement on it. Previously this only allowed completed rentals to be edited.

Version 4.22.014

Enhancements:

• Enhancements to Rentals screen (Counter) to prevent/allow an open rental for the ‘Cash Sale’ customer account from being changed (this is configured using System Setting entry ‘Allow Editing of Cash Customer on Open RA’).
• Enhancements to Rentals screen (Counter) to prevent/allow a vehicle on a ‘Returned’ rental from being allocated to a new rental (this is configured using System Setting entry ‘Allow ‘Returned’ Vehicle on New RA’).
• Enhancement to Accident screen (Counter). The Accident ‘status’ is now a Lookup table entry, which means they can be configured by the end user (previously the list of accident status codes was not configurable).
• Enhancement to Vehicle Damage screen (Counter). Added ability to use a ‘Simple’ damage system using a pre-configured list of damage icons, and the user can drag & drop these onto the vehicle wire-frame image (this is configured using System Setting entry ‘Simple Vehicle Damage Editing Mode’).
• Enhancement to Admin report ‘Rental Revenue Invoiced’ to add column for Fuel Fee.

Version 4.22.013

Enhancements:

• Enhancements to Vehicle Maintenance screen (Admin) to allow user to enter a ‘Warrant Code’ for any vehicle. This is used by New Zealand rental companies. Also added new Lookup table entries to allow users to define their own Warrant codes (this comes with a pre-defined list of Warrant codes to begin with).
• Enhancements to End of Day screen (Counter). Added functionality for mDrive to Import/Export data when a DBR is processed. Also added buttons to this screen to allow imports/exports to be done manually at any time. This is only visible/applicable for rental companies who have purchased functionality for data imports/exports from mDrive to their internal IT systems.
• Added 2 new fields to Branches setup screen (Admin) which can be used to add a CC or BCC when sending emails from mDrive. This is only applicable for rental companies using mDrive with Lotus Notes instead of Microsoft Outlook.

Bug Fixes:

• Fixed small problem with creating/completing a Lease Agreement, where the User ID wasn’t automatically filled in (this should work the same as for Rental Agreements).

Version 4.22.012

Enhancements:

• Enhancements to Logbook colour key popup (Counter) to show user-defined list of workshop colours (previously workshop types were not configurable).
• Added new report to Counter (Driver Licence Expiry), and associated help document.
• Enhancements to Logbook Re-Sequence functionality (Counter) to automatically update driver records to ‘Do Not Rent’ if the licence expiry date is more than ‘n’ days ago.
• Enhancements to Vehicle Listing screen (Counter) to allow user to select individual vehicles on the ‘Check List’ report. Also added changes to this report to include the ‘wire frame’ damage image.
• Changes to the Lookup screen to include the Vehicle Super groups by default (previously this was only accessible from the Vehicle Groups screen in Admin).
• Changes to Vehicle Maintenance screen, extended vehicle Part ID field to 20 characters.

Bug Fixes:

• Fixed small problem with Rentals screen where creating a new rental and not changing the customer account, this wasn’t retrieving the negotiated state tax rate (if this was setup in Admin Rates Links screen).

Version 4.22.011

Enhancements:

• Enhancements to Vehicle Maintenance screen (Admin), added tab to show summary of vehicle accidents, similar to the ‘Service’ tab.
• Enhancements to Accident Details screen (Counter) to show rental insurance details when viewing/creating a new accident record. This can be useful to see which insurance option was selected on the rental (e.g. standard cover, self-insured, etc).
• Added new Counter report Workshop Analysis, which can be useful to track workshop job times vs. workshop start/end times.
• Enhancement to Workshop screen (Counter). Added the ability for users to create their own Workshop Types in the Lookup screen. Previously this was a pre-define list containing only ‘Workshop’ & ‘Panel Beater’.
• Enhancement to Workshop screen (Counter). Added fields where user can enter workshop job start/end dates, as well as the current workshop start/end dates. These job dates can be used to track the actual time spent servicing the vehicle (these are also used in the Counter ‘Workshop Analysis’ Report).
• Enhancement to Workshop ‘Finder’ screen (Counter) to include filter option for workshop type (e.g. Workshop, Panel Beater, etc).
• Enhancements to the Financials Customer Transaction History report, to include column for GST amount.
• Enhancement to Logbook screen (Counter), to colour workshop records according to their type, which is configured in the Lookup screen (e.g. Workshop jobs coloured Dark Blue, Panel Beater jobs coloured Light Blue, etc).
• Changes to Rentals screen (Counter) to move the ‘Source of Referral’ drop list to the left of screen to fit wider field for Purchase Order number and P.O. Expiry date.
• Changes to Rental ‘Private Kms’ popup (Counter) to allow entry of a ‘Kms reading date’ and allow multiple entries for private kms similar to rental odometer readings popup on the rentals screen (this is only applicable for rental companies who use the Private Kms functionality in mDrive: e.g. Government departments).
• Updated Admin/Counter private kms report to cater for multiple private kms readings on rentals (only applicable for rental companies who use the Private Kms functionality in mDrive: e.g. Government departments).

Version 4.22.010

Enhancements:

• Enhancements to Location Forecast screen (Admin), where the Forecast Comparison report now includes percentages for forecast vs. actual revenue.

Bug Fixes:

• Fixed problem with Missing Kms report (Admin) where this report did not always cater for vehicle being on 2 rentals on the same day.

Version 4.22.009

Bug Fixes:

• Fixed small problem with ‘Invoice Revenue On vehicles’ SQL view to correctly calculate GST in Final Rental invoices.

Version 4.22.008

Enhancements:

• Enhancements to Rate Links screen (Admin) to add column for state tax rate. This allows the user to setup specific State Tax rates for customer/rate plan links. Changes to Rentals screen to cater for this new field, so when a rental is created and a customer/rate plan is selected, then mDrive checks to see if that combination exists, and changes the rental state tax rate accordingly.
• Enhancements to Quote/Reservation/Rentals finder screens (Counter) to add columns for customer code/name, and vehicle group description). These can be seen when running in full-screen mode.

Version 4.22.007

Enhancements:

• Small changes to Renal Payments screen (Counter) to allow Bond payments when a rental is being completed.
• Added code checks to Rental Print Options screen, so that if a default attachment file can’t be found, mDrive displays an error message to tell the user the file could be missing or has been moved to another location.

Version 4.22.006

Enhancements:

• Added new menu item in Admin called ‘Who’s Logged in’, which is used to display users who are currently logged into mDrive.
• Added new report to Vehicles Listing screen (Counter) called Check list, which allows the user to print a vehicle check list/inspection sheet for all vehicles listed in that screen.
• Added new screen Driver Merge (Sys Administrator), which allows the user to merge 2 driver records together.

Version 4.22.005

Enhancements:

• Changes to Rentals screen (Counter) to store the selected insurance options on each quote, reservation and rental. This is used to keep track of which insurance option was selected, even if the option rates are zero. Previously mDrive only tracked the selected option if the dollar amount was not zero, however some rental companies have insurance plans where all options are zero dollars (e.g. Self Insured).
• Financials –> Customer Receipts: Enhancements to Customer Receipts screen where duplicate receipt numbers can be allowed or not, depending on new System Setting entry ‘Allow Duplicate Customer Receipt Numbers’.
• Financials –> Supplier Payments: Enhancements to Supplier Payments screen where duplicate payment reference numbers can be allowed or not, depending on new System Setting entry ‘Allow Duplicate Supplier Payment Numbers’.

Version 4.22.004

Enhancements:

• Added System Setting to allow user to configure whether mDrive web site allows user to create a booking for their manager or not (i.e. government departments where all users booking vehicles are government staff).

Version 4.22.003

Enhancements:

• Enhancements to Cover Plan setup screen (Admin) to allow users to configure which options are available for use on each cover plan. This can be useful when a specific cover plan is setup to allow Option 1 only, but not allow selection of Options 2 to 7.

Bug Fixes:

• Fixed problem with printing masked credit card numbers on rental agreement report (was always printing whole credit card number, even with System Setting ‘Encrypt Credit Card Number’ turned on).

Version 4.22.002

Enhancements:

• Enhancements to Cover Plan setup screen (Admin) to allow users to make a cover plan ‘Unavailable’, which applies for new and existing quotes, reservations, and rentals.

Version 4.22.001

Enhancements:

• Enhancement to Workshop screen to allow vehicle service scheduled kms to be automatically updated when a workshop is completed (see mDrive Counter manual for details on how this works).
• Changes to Vehicle Enquiry screen (Counter) to show vehicle service kms (if any have been setup against that vehicle).
• Changes to Driver Maintenance screen to validate driver email address against multiple email masks that can be setup in the Lookup screen. Previously there was only 1 email mask that could be configured, now mDrive allows multiple email masks to be setup. For example, some Government departments require all driver email addresses to end in either .gov.au or .edu.au.

Bug Fixes:

• Fixed problem in Admin report (Revenue by Customer) to only print the charts for Customer Analysis codes if there is anything to print.

Version 4.21.004

Enhancements:

• Enhancements to Rentals screen (Counter) to automatically generate an email to the driver when a rental is completed. This is only applicable to mDrive installations where Outlook is not used (e.g. some Government departments use Lotus Notes).

Version 4.21.003

Bug Fixes:

• Fixed problem with Rentals screen, where completing a rental that has already been ‘Returned’ and also has a replacement. This was incorrectly updating the vehicle status to be Idle (the vehicle may have already been rented out on another contract).
• Fixed problem in Rental screen (Counter) when a contract is returned early, and the user selects to automatically update the rental ‘In’ details to the current date and time. This was incorrectly updating the rental time ‘Due’, which should not need to be changed (only the rental time ‘In’ should change in this case).

Version 4.21.002

Enhancements:

• Enhancements to Cover Plans setup screen (Admin). Added 3 new options to allow cover plans to force mandatory option selection on quotes, reservations and contracts. This can be useful for counter staff to make sure a driver takes one of the available cover options.
• Enhancements to Print Options popup screen on rentals, where the user now has the option to view or print a quote/reservation/contract report at any time (previously this was tied to System Settings that controlled whether these reports could be viewed before printing).
• Financials Reports > Inventory Breakdown: Enhanced the Inventory Breakdown report to have the ability to show up to 12 locations (previously 10 locations).
• Financials Reports > Sales Breakdown: Enhanced Sales Transaction Postings to have the configurable option (Use cost for non-diminishing items on sales, which defaults to No) of not posting COGS for GL Items.
• Financials Reports > Sales Breakdown Rolling 12 Months: Enhanced the Sales Breakdown Rolling 12 Months report to have all figures, except for GP%, rounded to zero decimal places.
• Financials Customer Records: Changes to Customer Documents screen (popup screen in Customer Records) – added extra columns that are used by mDrive only to indicate whether the selected document is automatically attached to quotes, reservations or rentals from mDrive Counter (these columns are hidden when Financials module is linked to other applications).

Bug Fixes:

• Financials Reports > Balance Sheet: Resolved issue with the Balance Sheet to now show Credit Card Accounts as Current Liabilities, rather than Current Assets.
• Financials Reports > Balance Sheet: Resolved issue with the Balance Sheet showing incorrect figures for P&L accounts when ran for the last month of the financial year.
• Financials Reports: Small changes to Customer, Supplier, G/L History reports to use a default date range on the reports screen (e.g. the current processing month), rather than a blank date range.

Version 4.21.001

Enhancements:

• Major enhancements to various parts of mDrive where the number of rental ‘cover’ options has been expanded from 4 to 6. This now allows up to 4 standard cover options with excess reduction amounts, and the remaining 2 options are used for cover ‘packages’.
• Enhancements to the Financials ‘Export’ screen; added options to export listings for drivers and vehicle records.
• Added new ‘System Setting’ to mDrive called ‘Transfer Time Measurement’, which is used when mDrive creates automatic non-revs when allocating vehicles to reservations. For example, vehicle transfer time between branches can be measured in minutes, hours or days.

Bug Fixes:

• Fixed problem with Rentals screen (Counter) where creating a payment, and selecting a credit card method of payment, would incorrectly calculate the surcharge amount (GST was not being included correctly in the surcharge amount, which resulted in a small TBI amount left over).

Version 4.20.012

Bug Fixes:

• Fixed problem with Admin report ‘Revenue by Sundry item’, where some sundry items were being printed twice (this happened when the same code is used for both a sundry and allowance item).

Version 4.20.011

Enhancements:

• Added new ‘System Setting’ entry called How Many Hours Make a Half Day Rate?) which is set to 4 by default.  This is used for periodic rate plans when Half-Daily rates are used.
• Enhancement to Counter report ‘Vehicle Listing by Group’ to allow ‘Sold/Stolen/Written Off’ vehicles to be included/excluded from the report.

Bug Fixes:

• Fixed problem in Rentals screen where completing a rental which had manually entered odometer readings, was allowing rental to be saved even if an manual odometer readings were not within the rental start/end kms readings.
• Fixed problem with printing a ‘Final’ rental invoice where the GST amount was not printing correctly if the rental had both sundry and insurance amounts.

Version 4.20.010

Enhancements:

• Financials: Added new report to Financials module called ‘Customer Open Quotes’.  This report lists all Financial quotes that haven’t been converted to sales orders.
• Changes to Admin Report (Vehicle Registration Due) to allow any valid date range to be entered (so users can see if there are any vehicles where registration is due in the past). Previously user could only enter a futuristic date range.

Bug Fixes:

• Small change to Rental Private Kms popup to validate total private kms driven when user clicks ‘Save’.
• Changes to Rentals screen (Counter) to prevent a ‘Do Not Rent’ driver from being converted from a Reservation to a Contract (previously this was allowing a DNR driver to be added to a reservation, then convert that reservation to a contract).

Version 4.20.009

Enhancements:

• Changes to mDrive start up to hide Counter ‘Re-Sequence’ menu items if user is logged in as a branch (i.e. Re-Sequencing should only be run when logged in as Head Office).
• Added new functionality to Rentals screen to allow users to store odometer readings on long term rentals. This is accessed by new button on the ‘Rental In’ tab. This option is only available for clients who use the ‘Private kilometres’ functionality.

Bug Fixes:

• Fixed problem in Rentals screen (Counter) where user creates a new reservation/rental, selects a vehicle, then selects a driver which has a preferred location that’s different to the rental location out. This was allowing the user to select vehicles from other locations (this only applies for mDrive installations where one-way rentals aren’t used).

Version 4.20.008

Enhancements:

• Changes to Admin Report (Fleet Group Analysis – Historical), to add check box to include/not include vehicles that have been rented during the reporting period. 

Version 4.20.007

Enhancements:

• Changes to Driver Maintenance screen (Counter) to extend the driver email address to 60 characters. This is to fit long email addresses such as ‘daniella.francesca-williamson@finance.treasury.edu.gov.au’. This change also flows through to the Rentals screen (which also allows up to 60 characters).

Bug Fixes:

• Fixed problem with mDrive Automatic reservation ‘Re-Sequence’ process, to not allocate vehicles from other locations when searching for best vehicle to fit a reservation. This restriction only applies for clients who are configured to use separate vehicle fleets for each branch (e.g. Government departments).
• Fixed problem in Vehicle Listing screen (Counter) when user selects a specific vehicle Owner, and this was not showing any vehicles.
• Fixed problem in Rentals screen (Counter) where user edits a rental and changes the location ‘In’, and there is a future reservation, and this did not create/update any futuristic non-revs (sometimes this would cancel the auto non-rev and not automatically re-create it).
• Changes to Non-Rev screen (Counter) to automatically update the Kms ‘Out & ‘In’ when converting a ‘Futuristic’ Non Rev to be ‘In Progress’ (Previously this relied on the user entering the correct kms readings).

Version 4.20.006

Enhancements:

• Redesign and re-write of Admin report ‘Fleet Group Analysis – Historical’ to remove pre-processed code and use of temp report tables. Replaced code with SQL queries for better accuracy and performance. Also fixed problem with this report printing inaccurate ‘days on fleet’ and ‘days on rent’ totals.

Bug Fixes:

• Fixed problem with Rentals screen when completing a contract where the rental ‘Out’ location doesn’t have any End of Day processing (e.g. an Airport branch). This was assigning an incorrect DBR number which meant any TBI amount wouldn’t be invoiced via normal End of Day.

Version 4.20.005

Enhancements:

• Financials: Export screen. Improvements to allow this screen to display user-friendly field names when exporting data from mDrive.
• Financials: Inventory Maintenance: New feature to allow this screen to be opened in ‘Simple’ mode, which hides the ‘Prices’ and ‘Ordering’ tabs (currently not used in mDrive).
• Added new menu item to Counter called ‘CRM to do List’ which can be used to see a list of customer CRM call cycles (See mDrive Counter user manual for details).
• Added new report to Financials module called ‘Customer CRM Summary’, which can be used to print a summary listing of customer account call cycles.

Bug Fixes:

• Fixed problem with creating new vehicle in Admin – Vehicle Maintenance where selecting to create it as an asset at the same time sometimes caused application crash.
• Fixed problem with Admin report ‘ Fleet Utilisation’, which allowed the user to enter a blank date range, which should be mandatory.
• Financials: Supplier Transactions – Resolved issue with EFT processing where the ABA files incorrectly included the internal supplier code at the end of our bank account, rather than the Supplier ‘Our Account No’ field.

Version 4.20.004

Enhancements:

• Changes to Vehicle Groups Setup screen (Admin) to allow cleaning times to be entered as a decimal instead of integers, to let users enter cleaning times less than 1 hour (e.g. enter 0.25 to represent 15 minutes).

Bug Fixes:

• Fixed problem with Logbook screen to show correct vehicle location for ‘Out Of Service’ vehicles that doesn’t have any movements.
• Fixed problem when creating automatic non-revs when sometimes a duplicate non-rev would be created for the same vehicle.
• Financials: Fixed problem with Customer Statements to prevent duplicate invoices from being printed when re-printing statement for prior periods (this can happen when if invoice has already been paid in current period).

Version 4.20.003

Enhancements:

• Enhancement to Fleet Summary screen to allow user to double-click on a reservation or rental, and open that movement in view/convert/vehicle-in mode automatically (similar to the mDrive Finder screens).
• Changes to Cover Plans Maintenance screen (Admin) to extend the length of the plan description from 30 to 40 characters.
• Added new menu item in Sys-Administrator module called ‘Merge Customers’, which allows 2 customers to be merged together. See mDrive Sys Admin user manual for details on how this works.
• Added new column to Charge Cards setup screen in Sys-Admin module, called ‘In Use’ which lets the user decide whether to enforce charge card numbers or not (this can be useful to temporarily switch off validation of driver charge card numbers in mDrive Counter screens).

Version 4.20.002

Enhancements:

• Enhancements to Admin report ‘Transaction Listing’ to include customer trading terms.
• Changes to Vehicle Documents screen to select the default folder path as setup in the System Settings screen (Vehicle Documents Folder option).
• Financials: Enhancement to Customer Maintenance screen to set a default country and state when creating new customer records (e.g. Country is set to Australia, and State is set to Victoria. The default state is determined from the branch setup screen).
• Financials: Enhancement to Stock Transfer pick-list to show the branch names instead of the branch code, to make it easier for users to read.

Bug Fixes:

• Fixed problem with Admin report ‘Invoice Revenue on Vehicles’ to correctly report the invoice totals (inclusive and exclusive).
• Financials: Resolved issue with checking the ABN number upon Supplier Payments prompting for ABN.
• Financials: Resolved issue with user deliberately blanking out order numbers when processing customer transactions.
• Financials: Fixed small problem in Supplier Reorder screen to correctly sort the grid by dollar amount as a number (previously it sorted it as text, which meant that $1.00 was listed before $5000.00)

Version 4.20.001

Enhancements:

• Added new System Setting entry ‘Driver Charge Codes is Mandatory’, which is used by clients who are configured to allow ‘private kms’. This setting determines whether a charge card number has to be entered when saving a driver or rental record.
• Added new screen (Charge Cards) to Sys-Administrator module, which is used to setup templates for charge cards linked to customer accounts. For example, any driver linked to customer ‘ABC-123’ must have their charge card number formatted like ‘123-45-7890-136’.
  This screen is only applicable for clients who are configured to allow ‘private kms’ on rental agreements.
• Added new columns to Cross Hire vehicle table to allow user to enter 2 customer address fields to indicate where the cross hire came from.
• Extended length of Rental Invoice Header & Rental Invoice Template Header customer address fields to 60 chars.
• Enhancements to Admin Report ‘Invoice Revenue on Vehicles’ to include any debit/credit notes created within the reporting period.
• Financials: Extended length of Customer & Supplier name and address fields to 60 characters each.

Bug Fixes:

• Fixed problem with Rentals screen where a driver has a preferred pickup location, and this was not setting the rental ‘IN’ location for clients who don’t allow One Way Rentals.
• Fixed problem with Admin report ‘Invoice Revenue on Vehicles’ to prevent duplicate records being included when a rental has multiple drivers

Version 4.19.007

Enhancements:

• Added new column to Web Res screen (Admin), to show the driver name, which is populated from the mDrive web site. This is used by the mDrive web res screen to show which drivers are booking vehicles on-line.

Bug Fixes:

• Fixed problem with Vehicle Locations screen (Admin) where editing a single vehicle group did not save correctly.

Version 4.19.006

Enhancements:

• Updated all mDrive reports (170 reports) to use Ecco Software standard font (Calibri). Also updated all mDrive reports that include charts to use standard colour highlights.
• Enhancements to Rentals screen (Counter) to save an audit message when user manually changes a rate plan.
• Enhancements to Rentals screen (Counter) to display a warning message when user manually changes a rate plan on a quote/reservation/contract. This is to warn the user that any negotiated rates will be reset back to default.
• Enhancements to Rental Print screen (Counter) to create a log entry every time a user emails a quote/reservation/contract. This can be useful for auditing when emails have been sent to clients.
• Created new Admin report (Rental Invoice Template Exception) which can be used to check invoice template amounts against the rental daily rate (i.e. setup an invoice template based on 30 days @ $100/day, and check against actual rental rates). This can be useful for clients who want to make sure that staff isn’t altering rates too much from what’s setup in the invoice template.
• Enhancements to the Rate Links screen (Admin) to automatically select the GST, State Tax, and Surcharge check boxes when a new rate plan link is created (a nice time-saver so the user doesn’t have to remember to select these options manually).
• Financials: Added new tab to Supplier Records screen (Graph) which works similar to the Customer Graph screen (created views and SQL functions to collect last 12 months data from transaction history).
• Financials: Added new tab to G/L Accounts screen (Graph) which works similar to the Customer Graph screen (created views and SQL functions to collect last 12 months data from transaction history).
• Financials: Created 2 new reports for Supplier & G/L graph reports, which are similar to the customer graph report.
• Financials: Suppliers > Payments > Batch Payment: Added into the Supplier Batch Payment screen the option of overriding Tax Withheld for Suppliers without ABN numbers, upon processing the payments of each suppliers.

Bug Fixes:

• Changes to the Web Res screen (Admin) to display audit message generated from mDrive web site (e.g. when a quote is made on-line, display the results of vehicle availability checking, etc.).
• Financials: Correct bug with back date Fund Transfers which posted transaction date correctly but period number incorrectly as current period rather than backdated period.
• Financials: Resolve printing issue after editing a stock transfer which caused the system to crash.
• Financials: Customers Transactions > Credit Note: Resolved issue to allow Credit Notes be processed even if Customers have already overused their Credit Limits.
• Financials: Transactions: Resolved issue with the Tax Calculation in the Transactions GL Item screen when manual tax is put in but if the price is changed, the tax should no longer be in manual mode and tax should be recalculated. This would make it consistent with the Inventory Item screen
• Financials: Transactions > Credit Remaining: Resolved issue with the miscalculation of the Credit Remaining when adding items onto an Invoice.
• Financials: Payments > EFT: Resolved issue in the EFT ABA file generation screen to allow processing of Payments to Customers into the ABA file. Previously, EFT Payments to Customers cannot be processed into the ABA file, therefore, there was no method to remove these EFT ABA transactions.
• Financials: Journals: Resolved issue with restricting the Account Title from being modified when processing General Journals.
• Financials: Transactions: Resolved issue with restricting inactive Suppliers/Customers/GL Accounts from being selected to process transactions in a number of screens, such as General Journals, Standing Journals, Receipts, Payments, and Invoices.
• Fixed problem in End of Day screen (Counter) where rental invoices with sundry items that that were added to an invoice template, did not always calculate taxes correctly.  This meant that when a rental invoice was printed, the GST didn’t add up correctly in rare cases
• Fixed problem with mDrive ‘Vehicle Allocation’ functionality, where a reservation had the options ‘Automatic vehicle Only’ ticked, which was ignored when mDrive searched for a vehicle to match that reservation.

Version 4.19.005

Enhancements:

• Enhancements to Driver History report (Counter) to show reservations and traffic infringements as well as rentals.
• Cosmetic changes to Rental Sundries screen (Counter) to re-label the ‘Inv’ column heading to ‘Manual Inv’ so the user can easily see that a sundry item is to be manually invoiced.
• Enhancement to Workshop screen (Counter) to allow documents to be attached to any workshop record (e.g. images of vehicle damage, scanned copies of repair/service details, etc.).

Bug Fixes:

• Fixed problem with Admin report (Revenue by Customer) where report would not run if user selected all 3 customer analysis codes.
• Fixed problem with Rentals screen (Counter) where creating a rental invoice template for a rental where the Pick-up location doesn’t process their own DBR records. This would cause the invoice template to NOT process during End of Day (meaning rental invoices would not be generated automatically).

Version 4.19.004

Enhancements:

• Enhancements to Driver Finder screen (Counter) to automatically refresh data when user selects a parameter (previously user needed to click the Search button).
• Cosmetic change to Infringes Follow-up screen (Counter) to display label Driver Name instead of Driver (so user knows what they need to enter).
• Enhancements to Rentals screen (Counter) to automatically display the ‘Private Kms’ popup when completing a rental agreement (this only applies if mDrive is configured to use private kms on rentals).
• Added new System Setting ‘Allow new items from stock receipt’ that is used in Financials module, that allows new inventory items to be created when receiving stock.
• Added new System Setting ‘Use cost for non-dimin items on sales’ that is used in Financials module, to configure whether costs are used for Non Diminishing inventory items.

Bug Fixes:

• Fixed problem in Rentals screen (Counter) to display default vehicle group on a new Lease Agreement.

Version 4.19.003

Enhancements:

• Enhancements to Customer Records screen (Financials). Added new functionality for Customer Forecast setup, maintenance and reporting. See mDrive Financials user manuals for details.

Bug Fixes:

• Fixed problem with Rentals screen (Counter) where user enters a sundry item that has a daily price, and then edits the sundry description. This was incorrectly resetting the sundry price back to a default rate.
• Fixed problem with Workshop screen (Counter) where user converts a ‘Futuristic’ workshop to be ‘In Progress’. This was not updating the odometer reading from the vehicle record (meaning the workshop could have incorrect ‘kms’ out readings).

Version 4.19.002

Enhancements:

• Changes to fleet summary screen where the data is automatically refreshed when user double-clicks on a rental from this screen, edits the rental and saves it (this means the fleet summary details could be out of date).

Bug Fixes:

• Fixed problem with printing ‘Final’ rental invoices, where the invoice GST amount was being calculated incorrectly.
• Fixed problem with Rentals screen (Counter) when user enters a cross hire rego on a reservation, but mDrive would still display the vehicle finder screen (it was assuming all hard-coded vehicles were owned).
• Fixed problem with Rentals screen (Counter) where editing a rental that has periodic rates (which included monthly prices), this would sometimes cause application crash if rental started on 29th/30th/31st of the month.

Version 4.19.001

Enhancements:

• Enhancement to Admin report Rates Exception report to allow customer details to be printed (e.g. date customer was created).
• Added new ‘System Setting’ entry (Default Number of Adults on New Rentals) which is used by mDrive when new quotes/reservations/rentals are created.
• Added new ‘System Setting’ entry (Allow Customer to be Edited from Rentals) which is used by mDrive when editing a rental (i.e. are counter staff allowed to edit customer details when entering rentals?).
• Enhancement to mDrive Financials (Customer Records) for customer CRM setup and recording (see mDrive Financials user manual for details).
• Enhancement to mDrive Financials (Customer Records) to allow documents to be attached to any customer record (see mDrive Financials user manual for details).

Bug Fixes:

• Fixed problem in Rentals screen when editing a rental invoice and changing the customer (incorrect SQL query to update customer invoice line item table).
• Fixed problem in Rentals screen when editing a reservation and changing the customer, which would incorrectly calculate free kms.
• Fixed problem with printing a ‘Final’ rental invoice where the GST amount was not printed correctly if there were multiple ‘Final’ invoices on a rental.
• Fixed problem with Rentals screen, when adding a payment that has a surcharge attached (i.e. a credit card surcharge) and this surcharge gets added as a sundry item, but did not calculate any GST on it..

Version 4.18.005

Enhancements:

• Enhancements to Rentals screen (Counter) where max overbookings can be setup as a restriction or a warning (this is configured using System Setting entry Allow Overbookings to be Ignored).
• Enhancements to Rentals screen (Counter) where pickup and drop offs on a weekend can be restricted (this is configured using System Setting entry Allow Pickup/Drop offs on weekends).

Bug Fixes:

• Fixed problem with various Admin and Counter reports where user could enter a blank date range which would cause the report to fail (now reports with date range parameters are correctly validated).
• Fixed cosmetic problem in rental payments screen, where the bottom payments grid wasn’t always visible with running at the minimum resolution.
• Fixed problem with Rental Invoices screen (Counter) where user could not create an invoice at the same time as completing a rental.
• Fixed problem with Vehicle Locations setup screen (Admin) where the first and last vehicle groups in the list were not being saved correctly when setting up locations for those groups.

Version 4.18.004

Enhancements:

• Enhancement to Rentals screen (Counter) to allow user to click on the ‘Account’ button to see the customer record when viewing a reservation (previously this was only allowed when viewing a rental).

Bug Fixes:

• Fixed problem with printing an open rental agreement, and mDrive is configured to use manual fuel charges, where the ‘Fuel In’ should not be printed (previously it would always print ‘Full’ which could confuse drivers if the contract has a manual fuel charge added).

Version 4.18.003

Enhancements:

• Added new System Setting entry ‘Max duration (in days) for online quotes’ which is used by the mDrive web site to restrict how far in advance a user can request a quote for.
• Added new System Setting entry ‘Max days in advance for online quotes’ which is used by the mDrive web site to restrict the length of an on-line quote.
• Minor change to Fleet Summary screen (Counter) and report to use an SQL view instead of a hard-coded SQL query (to improve the performance when loading large numbers of records).

Bug Fixes:

• Fixed problem with Admin report– (Revenue by Customer): to print summary graphs when a single customer is printed (previously the ‘Area of Use’ graphs only printed when the report is run for all customers.

Version 4.18.002

Enhancements:

• Enhancements to mDrive Resequence screen to send SMS messages to driver mobile number when reservations are due (e.g. your vehicle is ready for pickup on DD/MM/CCYY).
• Added new ‘System Setting’ entry called ‘Characters Not Allowed in Email Address’, which contains the characters that aren’t permitted when entering an email address in the Driver Maintenance screen (e.g. email address can’t contain commas or apostrophes).
• Added new ‘System Setting’ entry called ‘SMS Reservations During Auto-Resequence’, which can be used to send automated SMS messages for reservations that are due in the next ‘n’ days.
• Enhancements to Financials – Reports > Customer Statements: Added enhancement to allow users to print the Customer Statements for the first previous month, rather than just the current month which was previously restrictive as the Customer Statements could only be printed on the last day of the month before the EOM Rollover.
• Enhancements to Financials – Reports > Print Spooled Remittances: Added enhancement to extend to Super Users to be able to View the Print Spooled Remittances reports before printing. Previously, all users were restricted to send the report to only the Printer.
• Enhancements to Financials – Customer Records: Added enhancement to the process of creating a new Customer/Supplier Group, whereby the automatic posting accounts of the new Group default to the same automatic posting setup of an existing Group, the last Group that was actively selected.
• Enhancements to Financials – G/L Records: Added enhancement to the Recalculation process of a single General Ledger Account to include recalculating the monthly Last Balances of the previous 3 months of the current year.

Bug Fixes:

• Fixed problem with Financials – Suppliers > Payments: Distinguish between an EFT and non-EFT payment in the printing spool. Previously, if the payment was processed as an EFT, reprinting from the spool as a cheque was incorrectly allowed, thus the user was not able to know if the original payment was an EFT or not.
• Fixed problem with Financials – Suppliers > Transactions > Invoices: Resolved issue with Supplier Batch Invoicing on multiple orders, whereby the invoice item lines were not assigned appropriately in sequence to allow appropriate viewing/printing of the invoice.
• Fixed problem in Rentals screen (Counter) where completing a rental (that has already been Returned) and the rental has a replacement, this wasn’t setting the replaced vehicle status to ‘Completed’ (the replaced vehicle status remained as ‘Returned’). This only affected clients who purchased the Rental ‘Returns’ functionality.

Version 4.18.001

Enhancements:

• Enhancement to Driver Maintenance screen (Counter), where user can attach documents & files to individual driver records. These documents can be useful for retrieving information about a driver (e.g. traffic infringement notices, scanned copies of documents/correspondences, etc.).
• Enhancement to Rentals screen (Counter), where user can attach documents & files to individual rental agreements. These documents can be useful for retrieving information about a rental (e.g. scanned copies of signed documents, etc.).

Bug Fixes:

• Fixed problem with Web Configuration screen (Admin) where user could previously delete the text from a configuration option and save to the database (blank text is not allowed in this screen).

Version 4.17.003

Enhancements:

• Enhancement to workshop screen (Counter), added option to force user to enter vehicle kms on a workshop. This option is controlled by system setting ‘Allow Zero Kilometres on Workshop’. Setting this to ‘Yes’ means the user must enter vehicle kms on a workshop.
• Enhancement to Rate Plans Links screen (Admin) where rate plans can be allocated to specific customers. This is controlled by system setting ‘Enable Customer-Specific Rate Plans’. Setting this to ‘Yes’ allows the user to allocate a number of rate plans for a customer account, and this is enforced when selecting a rate plan on a quote/reservation/rental in Counter.
• Enhancements to Rentals screen (Counter) to popup lookup notes when an area of use is selected (this is can be turned on/off by System Setting option ‘Auto Display Notes for Area Of Use’).
• Enhancements to Rentals screen (Counter) to popup lookup notes when a source of referral is selected (this is can be turned on/off by System Setting option ‘Auto Display Notes for Source Referral’).
• Enhancements to Rentals screen (Counter) to popup lookup notes when sundry items are added to quote/reservation/contract (this is can be turned on/off by System Setting option ‘Auto Display Notes for Sundry Items’).
• Enhancements to Accidents screen (Counter) to popup lookup notes when selecting accident cause (this is can be turned on/off by System Setting option ‘Auto Display Notes for Accident Cause’).
• Enhancements to Accidents screen (Counter) to popup lookup notes when selecting accident insurance company (this is can be turned on/off by System Setting option ‘Auto Display Notes for Accident Insurance’).
• Enhancements to Workshop screen (Counter) to popup lookup notes when selecting service items on a workshop (this is can be turned on/off by System Setting option ‘Auto Display Notes for Workshop Items’).

Bug Fixes:

• Fixed problem in End of Day screen, where an invoice with an allowance item on it was been added to the DBR total, instead of being subtracted (which resulted in an unbalanced DBR).
• Fixed problem with Sales Person Setup screen (Admin), when user has a large number of customers attached to a salesperson (when the customers spreadsheet is full), and can’t add new customers.

Version 4.17.002

Enhancements:

• Enhancements to Admin report (Rentals by Customer) to add ability to filter rentals on a specific rate plan.
• Enhancements to Admin report (Rentals by Vehicle Group) to add ability to filter rentals on a specific rate plan.
• Enhancements to Admin report (Rentals by Branch) to add ability to filter rentals on a specific rate plan.

Bug Fixes:

• Fixed problem with Rentals screen (Counter) to correctly recalculate rental amounts when changing from GST Inclusive to GST Exclusive rates. This is applicable only for mDrive clients using GST inclusive rates.
• Fixed small problem with Customer Statement report to correctly print the aged balances for customers with different trading terms (e.g. 7 Days, 14 Days, 30 Days, etc.).
• Fixed problem with rentals screen (Counter) where user creates a contract that has extra time, and the user zeroes out the extra time, but this was causing rental total to be incorrectly calculated.

Version 4.17.001

Enhancements:

• Changes to Admin report Rates Exception to add parameters for Min and Max variance percentages (so user can filter report to show rates that have been changed by X%, or from X to Y%).
• Enhancements to Rentals screen (Counter) to allow user to select an ‘Area of Use’ for quotes & reservations (previously this was only allows for rentals).

Version 4.16.001

Enhancements:

• Minor change to the rentals vehicle finder screen (Counter), which now allows the list of vehicles to be sorted by any column (previously would only allow sorting by kms).
• Enhancements to Rentals screen (Counter) to double check the vehicle kms driven when a rental is being completed. This check is to calculate an average daily kms driven on the rental, and if it’s over a certain amount (e.g. 300 kms per day, popup a warning message to the user to ensure they’ve entered the correct value. The average daily kms amount is set in a system setting ‘Average Kms per Day Warning Cut-off’.
• Enhancements to Financials – Customers/Suppliers > Records: Enhancements to Customer/Supplier Maintenance screens to show the date the record was last modified (shown at the bottom of the customer/supplier details tab).

Bug Fixes:

• Fixed problem in Driver Maintenance screen (Counter) where editing a driver that has a preferred location setup, did not work (the preferred location could not be cleared). The same problem was found with setting/clearing the driver preferred location.
• Fixed problem in Rentals vehicle finder screen (Counter) where the drop list of vehicle Rate Groups was not filtering out vehicle groups that don’t have any rates.
• Fixed problem with Admin report ‘High Volume Rentals’ to correctly print the customer sub-totals when running a summary report by customer (previously would just print the report totals).
• Fixed problem with Driver Maintenance screen (Counter) where a driver had a preferred vehicle group, and this could not be reset to blank.
• Fixed problem with Financials – Company Maintenance > BAS: Resolved problem with BAS screen where a Recalc would crash the application due to an incorrectly formatted text string when adding error log entries.
• Fixed problem with Financials – Customers > Receipts: Resolved problem with the Customer Receipts screen not printing Receipts from GL Accounts.
• Fixed problem with Financials – EOY Rollover: Resolved problem with EOY Rollover posting incorrect profit transfer amounts by including [future] transactions of the next financial year. Now it posts correctly the balance of profit and loss accounts of the closing-off financial year as the Profit/Loss Earned Brought Forward.
• Fixed problem with Financials – Suppliers > Records > History > Credit Notes: Resolved problem when viewing a Credit Note in the History screen, which now correctly shows the "Credit Number" label (rather than "Invoice Number").
• Fixed problem with Financials – Funds Transfer: Resolved problem with the Fund Transfer screen that sometimes shows up incorrect current Bank Balances.
• Fixed problem with Financials – Access Controls: Minor changes to several screens that were causing problems with the Access Control screen..
• Fixed problem with Financials – Suppliers > Payments > Discounts:  Resolved problem with posting an obscure amount back on the creditor account which then makes the amount owing incorrect, when given a discount for a Supplier Payment.

Version 4.15.004

Enhancements:

• Enhancement to Rentals screen (Counter) to automatically select the vehicle rate group when the vehicle group is selected on new rentals. This is tied to system setting ‘Auto Set Rate Group From RA Veh. Group’ so it can be turned ‘On’ or ‘Off’ for each mDrive installation.
• Enhancement to Rentals screen (Vehicle Finder popup) where selecting a different vehicle group will also select the corresponding vehicle rate group, which means the user doesn’t have to manually change the rate group (a nice time saver)..
• Enhancement to Rentals screen (Counter) to disable the location ‘Out’ and location ‘In’ fields for mDrive installations that have multiple branches but don’t allow one-way rentals. This means the user can’t enter a rental that isn’t for their own branch.
• Changes to the Rates Table screen (Admin) to prevent user from changing a rate plan ‘effective date’ that will cause problems for existing rentals (e.g. a rate plan effective 01/04/2010 changed to be effective from 01/09/2010 where rentals already exist prior to 01/04/2010).

Bug Fixes:

• Fixed problem with Rentals screen (Counter) where the list of vehicle groups was not ordered by the ‘sequence number’, but was ordered by the vehicle group code. Now vehicle groups can be listed in the rentals screen with the most popular group at the top.
• Fixed problem in Driver Maintenance screen (Counter) where editing a driver and adding notes, exiting the maintenance screen and immediately selecting another driver did not reset the driver notes (displayed notes for the previous driver instead).

Version 4.15.003

Enhancements:

• Added audit logging to the mDrive Rentals print screen (Counter) to log an error message to the database if a quote/reservation/rental returns an error during the print process.

Version 4.15.002

Enhancements:

• Enhancement to Vehicle Details popup screen to show vehicle attachment documents and driving instruction notes (as setup in Vehicle Maintenance in Admin).

Bug Fixes:

• Fixed problem with Vehicle Template screen (Admin) where user edits a template, clicks ‘Save’, then clicks ‘Edit’ immediately afterwards and gets a message saying the record has been edited by another user.
• Fixed problem with Vehicle Details popup screen to correctly show vehicle notes (notes were not being displayed due to incorrect SQL query).

Version 4.15.001

Enhancements:

• Added new System Setting entry ‘Allow Vehicle Registration to Be Edited’ which allows/prevents the vehicle rego from being changed in the Vehicle Maintenance screen in Admin. The default setting for this entry is ‘Y’ which allows the vehicle rego to be edited.
• Enhancements to Rates screen (Admin) to allow for concept of Half Day rates (sits between Hourly and Daily rates for periodic rate plans). Note: This enhancement does not apply for daily rate plans. Changes to Rentals screen and Rates Engine classes to cater for Half Daily rates in rental calculations for periodic rates.
• Enhancement to Rentals screen (Counter) to disable the location ‘In’ field if one way rentals are not being used (this is to prevent users from creating a rental that goes from location ‘A’ to ‘B’).
• Changes to Rentals screen (Counter) to prevent users from hard-coding a vehicle on a reservation where the vehicle is currently ‘Out of Service’, ‘Sold’, ‘Stolen’ or ‘Hold For Sale’.
• Minor change to Rental Vehicle Finder screen (Counter) to allow user to click on the grid heading to sort list of vehicles (previously this was disabled).
• Changes to Fleet Summary screen (Counter) to allow futuristic workshops to show in the ‘Due In’ spreadsheet.

Bug Fixes:

• Fixed problem in mDrive Vehicle Availability functionality where saving a new reservation that clashed with a workshop would not display a data clash warning.

Version 4.14.016

Enhancements:

• Changes to Driver screen (Counter) to prevent new driver from being assigned to an inactive customer account (System setting ‘New Driver Can be Linked to Inactive Cust’ turns this restriction On or Off).

Bug Fixes:

• Fixed problem with Rental Sundries screen (Counter) to allow more than 10 sundry items (previously was only letting user enter up to 10 sundries on a rental).
• Fixed problem with rentals screen (Counter) where rental is completed after being ‘returned’, but the vehicle kms was not being updated.

Version 4.14.015

Enhancements:

• Updated Rental Email History report (Admin) to group by customer
• Updated Lookups screen to add lookup table items for Customer Contact Type (used in Financials – Customer Contacts)
• Enhancements to Rentals Finder screen (Counter). Added functionality for user to select an owned vehicle or a cross hire vehicle when searching for rentals (previously user could only search for owned vehicles)
• Enhancements to Reservation Finder screen (Counter). Added functionality for user to select an owned vehicle or a cross hire vehicle when searching for reservations (previously user could only search for owned vehicles)
• Enhancements to Financials Reports: Added new report to list Customer Contact details
• Enhancements to Financials Reports: Added new report to list Supplier Contact details
• Enhancements to Financials Reports: Added new report to list Customer Additional Address details.
• Changes to Financials – Customers – Records to disable the frequent buyer check box in the Customers Records screen when the system is not set up to use the frequent buyer functionality.
• Changes to Financials – Customers – Transactions – Invoice: Added a system setting "Auto Offset CustInvoice With Payment" to disable /enable the functionality of Automatic Payment Offset on Invoice. Previously this was only enabled for installations using POS and disabled for all other installations.
• Changes to Financials – Reports – Customer Statements: Cosmetic change to the text specified in the Customer Statements printing screen, from "Parent Statements" to "Exclude Child Statements", in order to reflect consistently what the report is printing.

Bug Fixes:

• Fixed problem with Financials – Suppliers – Transactions: Resolved problem with processing a supplier invoice that has a GL Item. This problem was only occurring when having no Supplier Group of  "1" setup.
• Fixed problem with Financials – Groups – Suppliers: Resolved problem when changing the Suppliers Group Tax GL Autoposting accounts on installations that are set to use Simple Postings.
• Fixed problem with Financials – Customers – Records – History:Don’t show Amt Paid column for Quotes listings in the Customers History screen.
• Fixed problem with Financials – Customers – Transactions – Quotes: Resolved problem when Invoices are raised from Quotes, the Quotes should be closed. Previously, the Quotes stayed opened.

Version 4.14.014

Enhancements:

• Enhancements to vehicle maintenance screen (Admin) to allow users to specify colour codes for individual vehicles (used by the Logbook screen).
• Enhancements to Logbook screen (Counter), added column to display vehicle notes (check box column to indicate if a vehicle has notes or not).
• Enhancements to Print Invoice screen (Counter) to allow user to send emails to multiple customers in 1 batch (previously could only email 1 customer at a time).  Also added ability to send BCC the user sending the email (similar to emailing a reservation).

Bug Fixes:

• Fixed problem in Rentals screen (Counter) for cover plans for situations where the cover plan has a default option turned on, and the rental has that same cover option turned off, and changing the rental dates would reload the cover plan, which would incorrectly turn that option back on again.
• Fixed problem with Rentals screen (Counter) when a rental has a periodic rate plan, and the rental days sometimes did not match the total days in the rental rate lines (only happened when ‘extra time’ applied on the rental).

Version 4.14.013

Enhancements:

• Enhancement to vehicle enquiry screen (Counter) to display vehicle current kms.

Bug Fixes:

• Fixed problem with rentals screen (Counter) to update any rental damage details when a vehicle is replaced on a rental, for both the new vehicle and the vehicle being replaced.
• Fixed problem with Renal Replacement Wizard screen (Counter) to make sure user enters a reason for a vehicle replacement on a rental (previously user could enter a space character as the reason)
• Fixed minor problem with rentals screen (Counter) where user would replace a vehicle that had damage with a vehicle that had no damage, and the ‘Damage’ button on the rentals screen would not be refreshed (still showed a tick to indicate the vehicle had damage on it).

Version 4.14.012

Enhancements:

• Added new ‘System Setting’ entry to allow driver credit card number to be masked or not. This is called ‘Mask Credit Card Number on Contract Rpt’, and is set to ‘N’ by default (no credit card mask).
• Added new ‘System Setting’ entry to allow driver credit card number to be masked or not. This is called ‘Mask Driver License No. on Contract Rpt’, and is set to ‘N’ by default (no licence number mask).

Version 4.14.011

Bug Fixes:

• Fixed problem with Rentals screen (Counter) where driver licence number validation was failing if the licence number has an apostrophe in it.

Version 4.14.010

Enhancements:

• Enhancement to Cross Hires screen (Counter) to allow user to scroll through cross-hire records using ‘Prev/Next’ buttons.

Bug Fixes:

• Fixed problem with Rentals screen (Counter) where manual fuel is being used, and the rental is completed, but sometimes the rental ‘Fuel In/Out’ level wasn’t set to ‘Full’. This should always be the case when manual fuel charges are being used.

Version 4.14.009

Bug Fixes:

• Fixed problem with Rentals screen (Counter) where a rental is being completed, and the rental rates are recalculated (correct) but not remembering any negotiated rates (incorrect).

Version 4.14.008

Enhancements:

• Enhancements to Rental Invoice Print screen (Counter); added field for user to enter a DBR number to filter the list of invoices to print/email.

Bug Fixes:

• Fixed small memory leak in Rentals screen (Counter) where user opens the Rental Sundries screen, and memory was not being released when this screen was closed.
• Fixed problem with Rental Payments screen (Counter) where creating a new payment automatically calculates the rental TBI amount, but didn’t add/subtract any debit/credit notes for that rental.

Version 4.14.007

Enhancements:

• Enhancement to Rental Print Options screen (popup when a quote/reservation/rental is printed). Added restriction to email & BCC email address if a email address mask has been setup in System Settings (e.g. all driver email address must end in .gov.au)
• Enhancement to Vehicle Enquiry screen (Counter), where user can right-click on a rental agreement, and print it directly from this screen (without the need to view the rental first).

Bug Fixes:

• Fixed problem with Rentals screen (Counter) where a rental that is ‘Returned’ did not update the rental ‘In’ damage, causing the next rental to start with no existing damage.
• Fixed problem in Rentals screen (Counter) when damage items were being created and the last RA number was searched for (so damage from the previous Rental is copied to the new Rental). Sometimes the query would not find the last Rental for that vehicle, resulting in the damage items not being copied to the new Rental.

Version 4.14.006

Enhancements:

• Enhancements to Rental Invoice print screen (Counter) to allow user to select invoice Purchase Order number and invoice DBR number as search criteria.
• Enhancements to Counter report ‘Invoice Statements’ to allow user to enter Invoice Purchase Order number and rental ‘Area of Use’ as search criteria.

Version 4.14.005

Bug Fixes:

• Fixed problem with Rentals screen (Counter) when updating vehicle damage items (now caters for damage descriptions that contain quotation characters).

Version 4.14.004

Enhancements:

• Added column to vehicle enquiry screen (Counter) to show any missing kms between movement records (useful when auditing any missing kms between movements without having to run reports).
• Changes to rentals FBT calculations to use floating point variables instead of integers for greater accuracy.
• Enhancement to Rental Vehicle Damage screen to automatically update vehicle damage when a rental is completed (so when vehicle is hired out, the existing damage can be retrieved).
• Changes to Admin Report ‘Rentals by Salesperson’ to calculate commission on sundry items based on when that sundry item was invoiced (previously this was calculating sundry amount pro-rata for the reporting period).
• Added new system setting entry ‘ Purchase Order Number Mandatory’ which is used to determine whether a workshop purchase order number must be entered or not.
• Changes to Rental Vouchers screen (Counter) to check to see if voucher functionality is being used, and populates the invoice type combo box accordingly (e.g. some rental companies don’t use vouchers, so there’s no need for them to select vouchers when creating invoices).
• Added new systems setting entry ‘ Default Driver ID Type for Quotes/Reserv’ which allows the rentals screen to select a default driver ID type when creating new quotes/reservations (e.g. License Number, Surname, Phone Number, etc).

Bug Fixes:

• Fixed problem with Admin report ‘Rentals by Salesperson’ to correctly calculate pro-rata commission amounts for sundry items
• Fixed Admin report ‘Missing Kms’ to use the correct SQL query when searching for vehicle movements with missing kms between them.

Version 4.14.003

Enhancements:

• Updated all mDrive reports that have charts in them, to remove the ‘blue’ background colour from the charts in order to save ink.
• Changes Sales person setup screen (Admin) to automatically update rentals ‘salesperson’ field when user adds a customer account to a salesperson (some clients have long term rentals, and the salesperson may not have been entered at the time the rental was created).

Bug Fixes:

• Fixed problem with converting reservations to rentals and the user selects ‘yes’ to updating rental date out. This was incorrectly formatting the rental date out, and was causing discrepancy between rental days (on the ‘Rental Out’ tab), and the rental rate lines.

Version 4.14.002

Enhancements:

• Fixed problem with Admin report ‘Rentals by Salesperson’, which was using an incorrect SQL query to join the rental and salesperson tables, resulting in no records being printed.

Version 4.14.001

Enhancements:

• New report Admin for rental FBT details. This report is used for companies using lease agreements or Private Kms on rentals, where FBT is calculated on each rental, and the report lists rentals & FBT amounts per rental.
• New screen added to mDrive Admin (Vehicle Emissions Setup). This screen stores the greenhouse gas ratios and formulas for vehicle emissions. New table (FUEL_EMISSIONS) added to mDrive database, and default values are automatically added to this table for Petrol, LPG, and Diesel fuels. A new report has been added to mDrive Admin (Rental GHG Emissions Listing) that details vehicle emissions per rental.
• Added new fields to Driver Maintenance Screen (Counter) for driver preferred location, which can be used when creating quotes/reservations, and rentals. If a driver has a preferred location, this will default to that location when selecting a driver in the rentals screen.
• Added new field to Driver Maintenance screen (Counter) for a second email address, which is used when emailing quotes/reservations and rentals. If this second email address is filled in for the driver on the rental, that email address is used by default for the CC (Carbon Copy) when emailing.
• Added option to print vehicle damage images and damage list when printing rental agreements. This is to allow all existing vehicle damage reports to be printed from a single screen (rather than the user having to open several screens to print each report).
• Added new field to the Vehicle Templates screen (Admin) for vehicle fuel economy (Kms/litre). This is used when creating new vehicle records using a template to automatically fill in this field on the vehicle record (another time saver field).
• Reset version numbers due to database structure changes for Vehicle Emissions screen.

Bug Fixes:

• Fixed problem with mDrive ‘Log Out’ menu item, where the user is logged in as a branch, and clicks on this menu item, and when they log back in, the location code was reset back to Head Office. This has been corrected to remember the user’s branch code (i.e. running mDrive from a shortcut that has a branch code parameter).

Version 4.13.001

Enhancements:

• Changes to Admin screen Salesperson Setup to cater for new functionality (new fields for commission percentage, customer accounts per salesperson, and sales targets).
• Changes to Admin Report (Rentals by Salesperson) to cater for above changes.
• New report for Sales Person Listing (SalesPersonListing.rpt) that is called from sales person setup screen in Admin.
• Reset mDrive version number due to database structure changes for Salesperson setup functionality.

Version 4.12.002

Enhancements:

• Fixed problem with Admin report (Source of Business) where rentals with a zero value were causing report to crash. Updated report query to account for zero value rentals.

Version 4.12.001

Enhancements:

• Added functionality to Admin report ‘Invoice Revenue on Vehicles’ to include completed contracts and financial invoices created during the selected date range.
• Reset version numbers for Ecco Software branding.

Version 4.11.012

Enhancements:

• Enhancements to Debit/Credit notes screen (Counter). When user clicks on ‘Email’ button, the rental email address is now automatically copied into the email popup. This also applies to the Debit/Credit note finder screen.
• Added functionality to Customer maintenance screen (Financials) for installations that are setup with multiple financial companies. Creating a new customer now adds the customer record to each Financial company (previously was only creating in the default financial company).

Bug Fixes:

• Resolved problem with Counter report ‘Cancelled Movements’ to ensure count of cancelled reservations matches the Reservations Finder screen when displaying cancelled records for the same time period (e.g. Reservation Finder screen displays 10 cancelled reservations, but report only printed).
• Resolved problem with Counter report ‘Reservation Listing’ where summary charts were printing incorrect totals for vehicle groups (e.g. report printed 10 reservations for vehicle group ‘A’ but chart incorrectly printed 12).
• Resolved problem with Rentals Finder screen (Counter) where rental ‘Return’ functionality is enabled. When user selects an open contract and clicks ‘return’, the rental record is correctly updated to ‘Returned’ status, but the screen labels still indicated the rental was still at ‘Open’ status.

Version 4.11.011

Enhancements:

• Enhancements to Vehicle Enquiry screen (Counter). Added toolbar button (Details) so user can see more vehicle details (similar to Vehicle Listing screen).
• Enhancements to Vehicle Finder screen (Admin). Added column to show vehicle notes (if any, when user hovers mouse over ‘notes’ cell) for any vehicle.
• Enhancements to Vehicle Damage screen (Counter). Replaced functionality for dragging damage icons onto vehicle image with ability for user to edit their own images (e.g. using MS Paint or other image editing application).

Bug Fixes:

• Resolved problem with vehicle damage screen (Counter), where printing report for a vehicle that has a high odometer reading, report was not printing it correctly (e.g. kms of 234,560 was printing as -14232 kms).
• Resolved problem with Quotes Finder screen (Counter), where user enters a surname and clicks the ‘Listing’ button, which did not correctly print the quote listing report.
• Resolved problem with Reservation Finder screen (Counter), where user enters a surname and clicks the ‘Listing’ button, which did not correctly print the reservation listing report.
• Resolved problem with Rentals Finder screen (Counter), where user enters a surname and clicks the ‘Listing’ button, which did not correctly print the rentals listing report.
• Resolved problem with Debit/Credit notes screen (Counter) where a possible discrepancy could occur between DR/CR sundry total amount, and the sum of DR/CR sundry line items. Removed sundry total amount from DR/CR table and updated code to always use sum of sundry line items.
• Resolved problem with Counter Finder screens (Contracts, Quotes, Reservations, workshops, non rev, uni-finder) where user opens screen, selects criteria that displays over 100 records, closes screen then re-opens screen, which was crashing application.
• Resolved problem with Reservation Finder screen (Counter) where user opens screen and selects to view converted reservations, and this was sometimes setting the status combo box as ‘Cancelled’ instead of ‘Converted’.

Version 4.11.010

Enhancements:

• Enhancements to Logbook screen (Counter). Added toolbar button to allow user to switch between full screen and normal size (applicable only if mDrive registered to allow full screen logbook).
• Enhancements to Financials reports to allow user to select colour scheme (i.e. full colour, non colour, etc).
• Enhancements to Logbook screen (Counter). Added checkbox for ‘Enable movement details’ which enables/disables the vehicle movement popup when the user clicks on a logbook movement. This can be useful when users want to click in the logbook grid and scroll around without the movement popup screen appearing each time the user clicks on a grid cell.
• Enhancements to Fleet Summary screen (Counter). Added filter combo box so user can select a specific movement type for vehicles due in/out (e.g. show reservations only).
• Enhancements to Fleet Summary ‘States’ screen (Counter). Moved each summary grid to a separate tab to make room for vehicle group descriptions and show more details (previous version had 4 grids on 1 screen and had only room for vehicle group code).
• Enhancements to Workshop Finder screen (Counter). Added combo box for selection of vehicle groups, so user can see workshops for a specific vehicle group (brings this finder screen in line with others that have a vehicle group combo box).
• Enhancements to Location Forecasting screen (Admin) to allow user to enter a rounding amount when setting up automatic calculations (by clicking the ‘Calculate’ button when entering forecasts).
• Enhancements to Vehicle Maintenance screen (Admin). Added new field to show where a vehicle was first delivered to (not where the vehicle currently is). This is used by the logbook for new vehicles that have come on fleet at a different branch from the default of Head Office, and resolves the problem of showing logbook vehicles at Head Office when the vehicle was never there.
• Enhancement: Added new menu option in Financials (Funds Transfer). This can be used for companies that want to easily transfer funds from one G/L bank account to another.
• Enhancements to Admin report (Federal Tax Report) to include options to print report for a single DBR. Also updated report to only include rentals/invoices that have been posted to Financials module, which allows easier matching of this report to amounts in Financials G/L account transactions.
• Enhancements to Admin report (State Tax Report) to include options to print report for a single DBR. Also updated report to only include rentals/invoices that have been posted to Financials module, which allows easier matching of this report to amounts in Financials G/L account transactions.
• Enhancements to Vehicle Groups screen (Admin). Changes to Vehicle Upgrade tab to show vehicle group description instead of codes (useful when many vehicle groups have similar or non-meaningful codes).
• Enhancements to Admin reports. Added new report called ‘Lookup Listing’ which allows the user to print a hard-copy of items in the Lookup screen. Report allows user to select a single lookup ‘table’ (or all), and to print each ‘table’ on a separate page.
• Enhancements to Vehicle Locations setup screen (Admin) to allow screen to be shown in normal size (the default) or full screen. This allows more data to be seen at a time, and can be useful for companies that have many branches.
• Enhancements to Vehicle Customer setup screen (Admin) to allow screen to be shown in normal size (the default) or full screen. This allows more data to be seen at a time, and can be useful for companies that have many branches.
• Enhancements to Minimum Rentals setup screen (Admin) to allow screen to be shown in normal size (the default) or full screen. This allows more data to be seen at a time, and can be useful for companies that have many vehicle groups.
• Enhancements to One Way Rentals setup screen (Admin) to allow screen to be shown in normal size (the default) or full screen. This allows more data to be seen at a time, and can be useful for companies that have many branches.
• Enhancements to Fleet Summary setup (Counter) to allow screen to be shown in normal size (the default) or full screen. This allows more data to be seen at a time, and can be useful for companies that have many vehicles due in/out.
• Enhancements to Quote Finder screen (Counter) to allow screen to be shown in normal size (the default) or full screen. This allows more data to be seen at a time, and can be useful for companies that have many vehicles due in/out. Added column to show rental internal notes (if any, when user hovers mouse over ‘notes’ cell). Added column to show customer name for each quote (applicable for full-screen mode only).
• Enhancements to Reservation Finder screen (Counter) to allow screen to be shown in normal size (the default) or full screen. This allows more data to be seen at a time, and can be useful for companies that have many vehicles due in/out. Added column to show rental internal notes (if any, when user hovers mouse over ‘notes’ cell). Added column to show customer name for each quote (applicable for full-screen mode only).
• Enhancements to Rentals Finder screen (Counter) to allow screen to be shown in normal size (the default) or full screen. This allows more data to be seen at a time, and can be useful for companies that have many rentals due in/out. Added column to show rental internal notes (if any, when user hovers mouse over ‘notes’ cell).
• Enhancements to Non Rev Finder (Counter) to allow screen to be shown in normal size (the default) or full screen. This allows more data to be seen at a time, and can be useful for companies that have many non-revs due in/out. Added column to show any non-rev notes name for each record in grid (applicable for full-screen mode only).
• Enhancements to Uni-Finder screen (Counter) to allow screen to be shown in normal size (the default) or full screen. This allows more data to be seen at a time, and can be useful for companies that have many movements due in/out.
• Enhancements to Vehicle Damage screen (Counter). Added functionality to create/view/print notes for any vehicle (new toolbar button called ‘Notes’). Notes are also printed on the damage report.
• Enhancements to Accidents Finder screen (Counter) to allow screen to be shown in normal size (the default) or full screen. This allows more data to be seen at a time, and can be useful for companies that have many accident records. In full screen mode, extra columns for accident cause and insurance company are visible (depending on monitor resolution).

Bug Fixes:

• Resolved problem with Counter report (Invoices/Statement) where user wants to print statement for a specific customer, and report was not filtering date range (was printing all invoices regardless of what date the user entered).
• Resolved problem with logbook screen (Counter) where user was running full-screen logbook, and creates a new movement (reservation, rental, non-rev or workshop), and logbook screen was still open in background when the movement screen was opened. Now logbook screen minimises until user quits movement screen (then logbook redisplays).
• Resolved problem in Location Forecasting screen (Admin) to cater for vehicle groups that aren’t available being incorrectly listed in this screen.
• Resolved problem with End of Day screen (Counter) where balancing a DBR was checking rental field ‘RA_HBI’ which is meant to hold total invoices generated on the RA. Sometimes this can be different from sum of invoices (from INVHEADR table), so code would not allow balancing if the 2 were not the same. This is now redundant, so removed all references to RA_HBI and changed code to sum invoices directly, which is more accurate.

Version 4.11.009

Enhancements:

• Enhancements to Vehicle Maintenance screen (Admin). Added new field for ‘Vehicle Bay Number’, which can be used for rental companies that store a vehicle in a specific area reserved for VIP drivers (e.g. Airport Valet parking – Bay ‘15-A’). Updated default Reservation and RA reports to include bay number for printing.
• Enhancements to all Admin and Counter reports, to allow user to have multiple reports viewed at the same time (previously was only allowing 1 report to be viewed at a time).

Bug Fixes:

• Resolved problem with Rentals screen (Counter) where user views a cancelled rental, then returns to the finder screen and immediately cancels another rental (previously was not resetting the screen headings to ‘Cancelled’ which allowed the user to cancel a rental twice).
• Resolved problem with Rentals screen (Counter) where user views a cancelled reservation, then returns to the finder screen and immediately cancels another reservation (previously was not resetting the screen headings to ‘Cancelled’ which allowed the user to cancel a reservation twice).
• Resolved problem with logbook screen (Counter) where user could not create a rental for a vehicle directly from the logbook (screen was incorrectly location name instead of location code when checking vehicle availability).

Version 4.11.008

Enhancements:

• Enhancements to Admin report ‘Transaction Listing’ to allow user to print payments for rentals against a specific vehicle.
• Enhancements to Admin report ‘Transaction Listing’ to allow user to print payments for rentals against a specific customer account.
• Enhancements to Admin report ‘Non Rev Listing’ to allow user to print non rev movements starting/ending at any branch (previously only allowed user to select a starting branch).

Bug Fixes:

• Resolved problem with End of Day screen (Counter) where user selects a DBR, clicks ‘Find’ and presses ‘Escape’ (previously this was blanking out the screen).
• Resolved problem with Rentals screen (Counter) where rental has a late rate, and no cover option was selected, then user edits rental and opens the ‘Rental Rates’ screen, which was resetting the cover option back to default (e.g. default was to have option 1 selected, but user selected no cover option, edits rental rates, which would incorrectly turn cover option1 back on).

Version 4.11.007

Enhancements:

• Enhancements to all Counter/Admin reports to allow report to be printed in full colour, half colour (ink saver mode), grey scale, or no colour.

Bug Fixes:

• Resolved problem with Credit Notes screen (Counter) where sundry items on rentals were having tax setting reset from the rental (RAOTHER table) to the default setting (TAX table). This meant that rentals with sundries that had tax turned ON and a default tax setting of OFF, meant that the credit note reset the tax setting incorrectly to OFF.

Version 4.11.006

Enhancements:

• Enhancements to Counter report ‘Daily Utilisation’ to include utilisation for all branches, as well as for each branch on report charts.

Bug Fixes:

• Resolved problem with Counter finder screens, where customer account code that has an apostrophe in it would not show quotes, reservations, or contracts.

Version 4.11.005

Enhancements:

• Enhancements to quote/reservation/contract email subject. Added formatting to print quote number, driver name, and customer name in email subject.
• Enhancements to Financials report ‘Inventory Sales’. Added parameters to allow report to be filtered by inventory supplier, sort code, and product group.

Bug Fixes:

• Resolved problem with Rentals screen (Counter) to correctly calculate discount when rental is tax inclusive.
• Resolved problem with Rentals screen (Counter) when loading quote record, and was not loading late rate plan, so any quotes with a full day late rate was not adding 1 day to the quote.

Version 4.11.004

Enhancements:

• Enhancements to mDrive Admin: Added new screen for ‘Vehicle Checklist’, which allows user to setup and maintain list of vehicle ‘checklist/inspection’ items that can be printed out. This can be printed from Rental Print Options screen (for reservations & rentals), and from the Vehicle Enquiry screen.
• Enhancements to Admin Report ‘Revenue by Customer’. Added report option to filter rentals by branch, which allows the user to print rentals for customers that hire vehicles out of each branch (useful when staff want to see where customers are renting vehicles from).
• Improvements to Admin Report ‘Revenue by Branch’ to add up sundry items for each rental, instead of using rental sundry amount field (RA_SUN). This ensures accuracy of sundry totals by using a single data source.
• Improvements to Admin Report ‘Revenue by Customer’ to add up sundry items for each rental, instead of using rental sundry amount field (RA_SUN). This ensures accuracy of sundry totals by using a single data source.
• Improvements to Admin Report ‘Revenue by Vehicle Group’ to add up sundry items for each rental, instead of using the rental sundry amount field (RA_SUN). This ensures accuracy of sundry totals by using a single data source– Improvements to Admin Report ‘High Volume Rentals’ to add up sundry items for each rental, instead of using the rental sundry amount field (RA_SUN). This ensures accuracy of sundry totals by using a single data source.
• Improvements to Admin Report ‘Revenue Detail & Summary’ to add up sundry items for each rental, instead of using the rental sundry amount field (RA_SUN). This ensures accuracy of sundry totals by using a single data source.
• Improvements to Counter Report ‘Reservation Listing’ to add up sundry items for each reservation, instead of using the rental sundry amount field (RA_SUN). This ensures accuracy of sundry totals by using a single data source.
• Improvements to Admin Report ‘Royalties’ to add up sundry items for each rental, instead of using the rental sundry amount field (RA_SUN). This ensures accuracy of sundry totals by using a single data source.
• Improvements to Admin Report ‘Revenue by Sales Person’ to add up sundry items for each rental, instead of using the rental sundry amount field (RA_SUN). This ensures accuracy of sundry totals by using a single data source.
• Improvements to Debits/Credit notes screen (Counter) to add up sundry items on the selected rental, instead of using the rental sundry amount field (RA_SUN). This ensures accuracy of sundry totals by using a single data source.
• Improvements to End of Day screen (Counter) calculations to add up sundry items for each reservation/rental on selected DBR, instead of using the reservation/rental sundry amount field (RA_SUN). This ensures accuracy of sundry totals by using a single data source.
• Enhancements to Vehicle Damage List screen (Admin). Added ability to enter items in any order by using a sequence number. Also added ability to automatically sort items alphabetically, so items can be entered in any order, then sorted when all items are added.
• Enhancements to Rental Damage Items screen (Counter). Added functionality for user to enter damage items at both start and end of rental. Also added functionality to allow images to be attached to any damage item (in and out).
• Enhancements to Rental Damage Items report (Counter). Improved report to print rental damage details (if entered) and also allow user to print damage images on report. Added functionality for user to print rental damage items at any time from Vehicle Enquiry screen, which now allows user to select various reporting options (full details are in mDrive Counter user manual).

Bug Fixes:

• Resolved problem with Counter report ‘Returns Listing’ to ensure time out/in fields are printed correctly (were incorrectly printed in reverse order).
• Resolved problem with Counter report ‘Total (Estimated) Income on open contracts’ where report was not printing rentals that started in the current month (was only printing rentals that started before the current month.
• Resolved problem with Non Rev screen (Counter) where user sometimes could not complete a non rev (some situations caused application to crash).

Version 4.11.003

Enhancements:

• Enhancements to Counter ‘Finder’ screens to include options popup when printing ‘listing’ reports from these screens. New popup allows user to select various report options, including whether report is to print in full colour/half colour/grey scale, and whether any graphs are to be printed.
• Changes to Fleet Summary screen to move vehicles due out to top of screen, and vehicles due in to bottom of screen (vehicles due out usually need to be prepared in the morning, so makes better visual sense to have this grid at the top. Also updated Fleet Summary report to print the same way.

Bug Fixes:

• Resolved problem with logbook ‘times’ popup screen (Counter) where gird was not colouring the correct starting/finishing times of a movement.
• Resolved problem with rentals screen (Counter) where loading sundry items that had a different tax setting from the default (as setup in Admin – Country/State tax) was always using the default setting, so sundries with tax manually turned on, could be loaded with tax turned off (if the default setting is to have tax turned off).
• Resolved issue with memory leak in the Rentals screen where application performance would degrade after prolonged use.

Version 4.11.002

Enhancements:

• Added new screen to Admin module: Vehicle Extras, which allows user to maintain list of items that are associated with a vehicle. This has been moved from the Lookup screen to Admin, to allow more control over functionality, and to provide better data validation.

Bug Fixes:

• Resolved problem with Fleet Summary report to show the time out/time due in the correct columns (fields were placed incorrectly on report).
• Resolved problem in Rentals screen where user cancels a quote, exits the rentals screen, and immediately views another quote, but the screen showed this quote as being cancelled.

Version 4.11.001

Enhancements:

• Enhancements to Quotes finder screen (Counter). Added new field to screen to allow user to search for quotes entered by a specific staff member.
• Enhancements to Counter report ‘Cancelled Movements’, added parameter to allow user to print movements cancelled by a specific user.
• Enhancements to Admin menu: added new menu option called ‘Branch Docs’, which allows the user to attach external files for each branch, that can be emailed from Counter (e.g. maps, travel guides, brochures, survey forms, etc. Full details and examples are in the mDrive Admin user manual.
• Enhancements to Admin Report ‘Revenue by Customer’. Added filter criteria for ‘Area of Use’ and added charts to report to show rentals by ‘area of use’.
• Enhancements to Admin Report ‘Revenue by Branch’. Added filter criteria for ‘Area of Use’ and added charts to report to show rentals by ‘area of use’.
• Enhancements to Admin Report ‘Revenue by Vehicle Group’. Added filter criteria for ‘Area of Use’ and added charts to report to show rentals by ‘area of use’.
• Enhancements to Rentals Finder screen (Counter). Added charts to ‘Listing’ report to show rentals by ‘area of use’.
• Added new Admin report (Rentals by Sales Person), which prints a listing of rentals allocated to a specific sales person.
• Added new Admin screen (Salesperson) which allows the user to allocated mDrive users (i.e. sales people) to customer accounts, and set a dollar amount/percentage rate for each person. This can be used in the Admin report (Rentals by Sales Person) to see how much rental revenue for each salesperson.
• Added new Admin report (Vehicles Due for Insurance Renewal). This report lists vehicles that are due for insurance (as setup in the Vehicle Maintenance screen in) along with the insurance company and amount.
• Changes to Rentals screen (Counter) to automatically fill in sales person on rentals, when user changes customer account (links to salesperson screen in Admin).
• Added new Admin report (Revenue by Sundry Item), which allows the user to print a listing of rentals by sundry item, with the sundry item totals, rental totals, and percentage of sundry vs. rental. This can be useful to analysis how much revenue is being earned from each sundry item over a period of time.
• Added new screen to Counter – Cross Hire Finder, which replaces the menu option for cross hires. As with the quotes/reservation/rentals finders, the menu item opens the finder screen, from which the user can select a vehicle, and view/edit, or create a new vehicle.
• Added new Admin report – Revenue by Cover Plan, which allows the user to print a list of rentals that focuses on cover (i.e. insurance) revenue. Report details each of the 4 cover options, and prints an analysis of which cover options are used the most.
• Changes to Rentals screen (Counter) to check for customers over credit limit for reservations, as well as rentals (was previously allowing reservations for customers over credit limit).
• Changes to Counter Report ‘Cancelled Movements’ to print the vehicle rego, which is useful for cancelled movements that have more than 1 vehicle (i.e. non-revs).
• Added New Screen “Vehicle Match”. This new screen allows the user to find any vehicles which meet specific vehicle criteria from vehicle specifications, Vehicle Groups and Vehicle options (e.g. bull bar) which are available for rent during a specified time frame. This screen is designed to make finding available vehicles easier for new staff in particular where new staff may not know the specifications of all vehicles or vehicle groups.

Version 4.10.020

Enhancements:

• Enhancements to Admin Reports: Added new report – Converted Quotes, which lists quotes that have been converted during a specific date range. Report shows quote details, and summarises number of quotes converted by branch, user, and vehicle group.

Bug Fixes:

• Resolved problem in Non-Rev screen (Counter) where user was editing an in-progress non-rev, and could click on the ‘Vehicle’ button in the grid to switch between ‘Vehicle’ and ‘Cross Hire’. This is allows for a ‘Futuristic’ non rev, but not allowed otherwise.
• Resolved problem with Finder screens (Counter) where user enters a valid date range, but mDrive displayed error message indicating dates were invalid.
• Resolved problem with End of Day screen (Counter) where debit/credit notes that had a discount amount was not adding to the correct column (debit instead of credit).
• Resolved problem with Non Rev screen (Counter) where user could not vehicle-in a non rev, and error message incorrectly displayed date out was later than today (which is wasn’t). Also resolved problem with screen not displaying/hiding vehicle ‘In’ details when switching between viewing a completed non-rev and an in-progress non rev.

Version 4.10.019

Bug Fixes:

• Resolved problem with rentals screen (Counter) where ‘tax on tax’ settings were being reset incorrectly when the user creates a new rental and changes the customer account.
• Resolved problem with Fleet Summary screen (Counter) to correctly show workshop ‘Out’ time in the ‘Vehicles Due Out’ spreadsheet (was incorrectly showing the workshop due IN time. Also resolved problem showing duplicate rental ‘Out’ and ‘In’ details when a rental has more than 1 driver (e.g. if a rental had 3 drivers, it was showing the same rental 3 times in this screen).

Version 4.10.018

Enhancements:

• Enhancement to Counter report ‘Reservation Listing’. New parameter added to filter report for reservations entered by a specific user (or Operator).
• Changes to DBR screen (Counter). Added confirmation popup message when user selects to ‘Post’ a DBR to Financials, and user can abort if they click on ‘Post’ by mistake.
• Enhancements to Rentals screen (Counter). Added functionality to allow a reservation to be cancelled with payments that are outstanding (i.e. a cancellation fee). This is controlled by a new ‘System Setting’ entry called ‘Allow Resv to be Cancelled with Payments’ This setting is set to ‘No’ by default.
• Enhancements to Rentals screen (Counter). Added new functionality to check customer credit limits when creating/editing rentals. This is controlled by new ‘System Setting’ entry called ‘Check Customer Credit Limits on Rentals’. When switched on, this checks the customer current balance and credit limit (if any). Customers who exceed their credit limit will be restricted from new rentals (which this setting is switched on).
• Changes to Vehicle Finder screen (Admin) to not show ‘Sold’ or ‘Written Off’ vehicles by default (useful for larger fleets where the first group of displayed vehicles are often sold). This is enabled/disabled by the check box (show Sold/Written Off vehicles) and can easily be turned on/off as required.
• Changes to Logbook screen (Counter) to re-size logbook grid when database is not using multiple owners (this is an mDrive registration option). So companies using multiple owners will see this combo box and a slightly smaller grid, otherwise the grid is resized to cover the vehicle ‘owners’ controls.
• Enhancements to Accidents reports (Counter), to allow user to print accidents for a specific insurance company (or all).
• Enhancements to Admin Report ‘Outstanding Vouchers Listing’, that allows the user to email voucher reports to each travel agent automatically (as well as viewing/printing) This is controlled by a new check box on report screen (Email Report). See the Report documentation for details on how this works.
• Enhancement to Workshop screen (Counter) to allow workshop service item amounts to be GST inclusive. This means that the user can enter service items, and the price includes GST (if this is not ticked, then no GST applies). When the workshop is posted to Financials, the GST portion is posted to the relevant G/L account, the same as would be if the supplier invoice was entered in the Financials module. See the mDrive Counter user manual for details and examples.
• Enhancements to Vehicle Damage screen (Counter) to show the current status and location for the selected vehicle.
• Enhancements to End of Day screen (Counter). Added fields to show number of invoices, vouchers, payments, and debit/credit notes that were created on the selected DBR.
• Enhancements to DBR screen (Counter). Added functionality to email any of the End of Day reports (as well as view/print). When email button is selected, the report is created as a PDF file, and attached to a new email, where the user can enter the remaining email details (e.g. recipients, subject, body, etc).
• Enhancements to Admin/Counter reports. Added check box to ‘Email Report’. This allows the user to email almost any report by selecting this check box. The report is created and saved as a PDF file, and Outlook is opened with the PDF file as an attachment. The user can enter the remaining email details (e.g. recipients, subject, body, etc).
• Enhancements to Sys-Administrator menu; added new menu item called ‘Template Setup’, which allows the mDrive System Administrator to select which invoice template frequencies can be used. This allows companies to select template frequencies based on company policy (e.g. some companies don’t invoice weekly or fortnightly, so these can be removed from the list when creating a new rental invoice template).
• Enhancements to End of Day screen (Counter). Added functionality for user to select a posting date when a DBR is posted to Financials. This can be useful for when DBR was processed on a Friday, but not posted until next Monday, and the transactions can be dated to last Friday. Added new ‘System Setting’ option called ‘Number of Prior Days a DBR can be Posted’ and allows DBR postings to be dated up to 7 days ago. See Counter user manual for details.
• Enhancements to DBR screen (Counter). Added new fields to display the date/time/user of a DBR when it has been posted, and also the date used when posting a DBR (in the case of a DBR that was posted and back-dated).
• Enhancements to Admin Reports. Added new report called ‘Rental Revenue Invoiced’, which prints a listing of rentals and invoices that are attached to a ‘Posted’ DBR for a selected date range. This can be used to see rental revenue (including invoices/debit credit notes) that is recognised by the Financials module. See report document ‘mDrive Admin Reports – Rental Revenue Invoiced.doc’ for details.
• Enhancements to Vehicle Maintenance screen (Admin). Added new popup to vehicle ‘Extras’ tab called ‘Attachments’, which allows user to add file attachments to the selected vehicle. Details on how this screen is used are in the Admin user manual.

Bug Fixes:

• Resolved problem with End of Day screen (Counter) where automatic invoices generated for rental invoice templates, take into account next invoice dates such as Feb 29^th.
• Resolved problem with Vehicle Damage Details screen (Counter) where user clicks on ‘Edit’ button, and the ‘Edit/Print/Picture’ buttons were still enabled. Changed so these are correctly disabled when in edit mode, and enabled in view mode.

Version 4.10.017

Enhancements:

• Changes to Rentals screen (Counter), when user creates a new reservation or contract, and selects a customer that has notes (the standard notes, not the messages), and the user can see a popup for these notes. This also works for customers that have been marked as DNR, which are allowed to be added to quotes and reservations, but not for contracts.
• Enhancements to Counter module: Added new functionality for Reminders, which allows users to create reminder messages for themselves and other users. When user logs into mDrive, any reminder messages for that user are displayed, and can be useful for branch staff.
• Enhancements to Non Rev screen (Counter). When viewing a cancelled non-rev, the cancellation reason is now displayed on screen for user reference.
• Changes to Logbook screen (Counter) to display popup message if user clicks the ‘Go’ button but doesn’t select a vehicle group (for users who aren’t familiar with using this screen).
• Added new item to mDrive ‘Sys Administrator’ menu, called ‘Reinstate User’. This allows a user that has been ‘Terminated’ to be re-instated, and can be useful when user record is terminated by mistake.
• Enhancements to Admin Report ‘Revenue by Customer’. Added check box to report options, which allows the report to be calculated on a pro-rata basis, as well as the default report calculation method. Details for how this works are in the ‘help’ document for this report.
• Enhancements to Admin Report ‘Revenue by Branch/Region. Added check box to report options, which allows the report to be calculated on a pro-rata basis, as well as the default report calculation method. Details for how this works are in the ‘help’ document for this report.
• Enhancements to Admin Report ‘Revenue by Vehicle Group. Added check box to report options, which allows the report to be calculated on a pro-rata basis, as well as the default report calculation method. Details for how this works are in the ‘help’ document for this report.
• Enhancements to Counter Report ‘Daily Utilisation’. Added check box to report options; this report can now be run in two forms:
  Form 1 (default) is run by leaving the ‘All Locations Details On’ box un-ticked, this will simply display the utilisation for all individual branches (data and chart) and include a summary chart comparing utilisation between all branches on the last page.
  Form 2 is run by ticking the ‘All Locations Details On’ box. This will display the utilisation for all branches selected broken down into vehicle groups and summarised per branch as well as a chart showing the utilisation for the entire fleet (All Locations) broken down into Vehicle Group utilisations.
• Added new report to Admin – Rental Accumulated Revenue. This report prints a list of open rentals, and how much rental/invoice revenue has been accumulated to date. For details on how report works, see the report help documentation.
• Enhancements to mDrive Sys-Administrator menu. Added new menu item called ‘Movement Colours’ which allows the user to customise colour schemes used in logbook and Counter Finder screens (rentals finder, reservations finder, workshop finder, non rev finder, uni-finder, vehicle enquiry, logbook, and fleet summary screens). Also updated the default logbook colours to use a ‘softer’ colour for each movement type (e.g. Rentals changed from a ‘solid’ green to a more ‘pastel’ green, etc).
• Enhancement to mDrive Admin Reports. Added new report called ‘Rental Invoices Generated’, which prints a listing of invoices created on rentals for a selected date range (similar to the End of Day Invoices Generated report).
• Enhancement to Counter End of Day – Email screen. Added functionality to add email attachments (up to 6) and enter a ‘BCC’ email address. Also added ability to send emails to a ‘CC’ address for each invoice (e.g. send invoice to the customer accounts department as well as the main customer email address).
• Enhancement to Counter Rental Invoice Print screen. Added functionality to add email attachments (up to 6) and enter a ‘BCC’ email address.
• Enhancement to Sys-Administration screen to allow employee records to use duplicate initials (a warning message appears, to warn user that another employee has the same initials).

Bug Fixes:

• Resolved Issue with Rate Plan restrictions whereby when we had no restrictions the application would crash when clicking on the grids.
• Resolved Issue with Rentals whereby mDrive was incorrectly putting the Vehicle Group code into the vehicle group field rather than the Vehicle Group Description when you change the Rate plan.
• Resolved problem with Rental Invoice Template screen (Counter) where user adds a sundry item that is not taxable by default, then updates the invoice template, then goes back to the rental and changes the tax settings (by clicking on the GST/State Tax button), which was not updating the same tax settings on the corresponding invoice template sundry item.
• Resolved problem in Rentals screen (Counter) when system is set to check for outstanding TBI amounts on rentals for cash sales, and the user enters a driver that is linked to the ‘cash sale’ account. Now correctly checks to see if there are any rentals (for the selected driver) with a TBI amount, and prevents this driver from being added to the rental.

Version 4.10.016

Enhancements:

• Enhancement to mDrive Counter menu. Added ‘Log Out’ to menu, which allows user to close the current session of mDrive and another user can log in without restarting application. This can be useful for companies that have multiple staff using the same workstation with different access levels, or for a single user who needs to log in as different users.
• Enhancements to Rental Messages screen (Counter). Added check box on the ‘More’ button, which can be useful to indentify whether any extra rental notes have been entered, without the need to click the button to find out.
• Enhancements to Logbook screen (Counter). Added new combo box for vehicle ‘owner’ which allows the user to filter vehicles for a specific owner, or for all owners. This can be useful for rental companies where vehicles are owned by different branches (e.g. franchises) but vehicles are shared across branches.
• Enhancements to the Logbook screen to reduce the time to display all vehicle details for larger fleets.

Version 4.10.015

Enhancements:

• Enhancement to Rental Invoice Print screen (Counter). Added field for CC email address, which now allows user to send emails to 2 addresses.
• Enhancements to Rentals screen (Counter), where user can now see summary of any traffic infringements on a contract. A new button has been added to the ‘Vehicle In’ tab, and clicking on this button opens a popup screen that lists any infringement records that are attached to the rental.
• Enhancement to Infringements screen (Admin). Added new field for infringement amount, and drop list for ‘Sent By’ which refers to the relevant authority that sent the infringement. A new entry has been added to the Lookup screen for this new list, called ‘Traffic Authorities’.
• Enhancements to Infringements screen (Admin) where user can enter a traffic infringement for a rental, and enter the infringement amount. If the rental is still in progress, the user can select to automatically add a sundry item to the rental for this amount. This can automate processing fees for infringements on rentals. For details see the mDrive Admin user manuals.
• Changes to Infringement screen (Admin) added extra details for rental details when creating/viewing infringements for a rental. Added rental status and driver email address.
• Enhancements to Reports Setup screen (Sys-Administrator). Added toolbar button to reset report colour highlights back to default, which can be useful when user is testing different colours and wants to start again.
• Enhancements to Vehicle Maintenance screen (Admin). Added new button to ‘Extra’ tab called ‘Instructions’ which allows user to enter and maintain any special driving/operating instructions. This can be useful for printing on reservations, rentals etc where the driver needs to know how to use vehicle (e.g. truck tail lift, safety precautions, etc).

Bug Fixes:

• Resolved problem with Rental Invoice Template screen (Counter) where user adds a sundry item that is not taxable by default, then updates the invoice template, then goes back to the rental and changes the tax settings on the sundry item, which was not updating the same tax settings on the corresponding invoice template sundry item.

Version 4.10.013

Enhancements:

• Changes to Reports Setup screen (Sys-Administrator) to add row for ‘All Reports’. This allows the user to change the highlight colour for all reports instead of one at a time.
• Changes to Rental Payments screen (Counter) to not show payment processing fee options when user is entering a voucher or invoice payment.
• Enhancements to Non Rev screen (Counter) to check vehicle registration, off fleet, insurance, buy back kms, etc. when a non rev is vehicled-in (works in much the same way as completing a rental).
• Enhancements to Workshop screen (Counter) to check vehicle registration, off fleet, insurance, buy back kms, etc. when a workshop is vehicled-in (works in much the same way as completing a rental).
• Enhancement to Commission Agents screen (Admin). The ‘Print’ functionality now allows the user to print ‘All’ or just the selected agent (previously only printed the one selected.
• Enhancements to Vehicle Picklist (Counter/Admin). Added vehicle status and owner to picklist screen so users can quickly see the current status/owner of any vehicle.
• Enhancements to Location Forecast report (Admin). Added columns for variance dollar amounts and percentages so user can quickly determine actual vs. forecasted revenue.
• Enhancements to the Finder screens to insert the correct amount of grid rows prior to filling the grid, this saves adding rows as we need them and can save a lot of time on large result sets. Rough benchmarks have placed this enhancement at 400% – 600% faster than the previous method.

Bug Fixes:

• Resolved problem with Drivers Listing report (Admin) where the default driver type (Registered Drive) and default driver ID type (Licence) was not being automatically selected when user selects this report from the list.
• Resolved problem with Rentals printing, where rental has a replacement and Crystal Report has incorrect formula for printing ‘kms in/out’ (should be a number, not text).
• Resolved problem in Rentals screen (Counter) when loading ‘private kms’ on a rental (query was not selecting correct number of fields). Also updated Kms Breakdown report (Admin) which prints private kilometre details.

Version 4.10.012

Enhancements:

• Enhancements to Admin report (Royalties). The report also has been improved to remove pre-processing code and use more efficient SQL query. Also updated report to use standard fonts (Arial), and added colour highlights to report rows. Added charts to report to illustrate royalties allocated to each branch. Also added report options to print for any date range and for different branch types (e.g. Franchise, Corporate, etc). Report was originally for Hertz only, now is available to everyone.
• Added new screen to Admin called ‘Royalties’. This screen allows the setup of a ‘royalty’ or ‘franchise’ percentage for each branch and vehicle super group. The percentage rates entered in the screen are used in the ‘Royalties’ report in Admin.
• Enhancements to Rental Sundries screen (Counter) to allow user to delete sundry/allowance items on rentals (previously was only allowable on quotes/reservations). User can delete sundry items only if item is not on an invoice/voucher/invoice template, and the rental is still open. Added log message to rental history notes if sundry item is deleted (for auditing).
• Enhancements to G/L Accounts Interface screen (Admin) to display the G/L account name as well as the code, which can be useful for companies which have many G/L accounts, and the codes may not be easily identifiable.
• Enhancements to Admin report (Revenue Share). The report also has been improved to remove pre-processing code and use more efficient SQL query. Also updated report to use standard fonts (Arial), and improved layout of report.
• Enhancement to Rentals screen (Counter) to allow checking of vehicle details when a new rental is created. This is tied to new System Setting entry ‘Vehicle Checking on New Rentals’. This works in a similar way to checking vehicle on rental completions, and can be useful for long term rentals where vehicle may need rego renewal/insurance renewal, buy back etc during the rental period.
• Enhancements to Rental Payments screen (Counter). Payments can now have a ‘processing fee’ attached to each payment, which links to the ‘Payment Methods’ screen in Admin. As each payment is made, a sundry item is created for the processing fee amount (e.g. VISA credit card payment surcharge of 2%).
• Enhancements to Admin report (Invoice Revenue Report). The report also has been improved to remove pre-processing code and use more efficient SQL query. Benchmark indicates new report runs up to 500% (5x) faster than previous version on larger databases.

v1.6.037

General

• Reports Screen: (Issue #357) Fixed problem with the ‘Reports’ menu item not showing bold.
• System Monitoring: (Issue #675) Added new System Setting entry ‘Overnight Application Shutdown Checking’ which can be used to automatically close the application if it’s left running overnight. This can be useful for EOM rollover to make sure the branches automatically rollover on the first day of the new month.

Workshop

• Main > Workshop > Schedule: (Issue #724) Enhancements to Workshop Schedule screen to allow user to view/update the max hours for any selected date/branch. This can be used as a visual reminder to see if a day has been overbooked with too many jobs.
• Main > Workshop: (Issue #722) Changes to Workshop screen to allow user to print a workshop quote
• Main > Workshop: (Issue #721) Fixed problem in Financials screen when creating a new customer from Workshop screen did not allow user to enter a sort code (this sort code is now validated when the customer record is saved)
• Main > Workshop: (Issue #723) Minor changes to workshop job card to print the customer phone number next to the address.
• Main > Workshop: (Issue #720) Fixed problem in Workshop screen to automatically update the pickup date when the user edits a job and changes the schedule date.
• Main > Workshop Jobs: (Issue #672)Changes to the workshop summary report to be sorted in the same order as the workshop summary screen.
• Main > Workshop: (Issue #593) Minor change to Workshop screen when checking for superseded items. This functionality now checks qty available for the superseded item, and the popup message includes this in the text (e.g. There are ‘n’ available for product ‘x’. Please check location stock).
• Main > Workshop > Workshop Jobs: (Issue #592) Enhancements to workshop finder screen to sort the printed list of jobs by the selected date drop list. E.g. selecting to show closed jobs will order by list by date closed, selecting to show completed jobs will order the list by date completed, etc.
• Main > Workshop Jobs: (Issue #497) Enhancement to Workshop screen to allow user to enter a claim number (up to 20 characters) on a warranty job. When a workshop is closed and the manufacturer (i.e. supplier) record is updated, the Supplier ‘External Ref’ is updated with warranty claim number entered on the job).
  Added new ‘System Setting’ entry called ‘Warranty Jobs must have a claim number’ which can be used to force the user to enter a claim number when closing a warranty job.
• Main > Workshop > Reports: (Issue #574) Added new mWorks reports menu item, and created new report ‘Workshop Productivity Report’.

POS / Workshop

• Customer Quotes: Long notes were cutting off when printing.
• Customer Invoices: Line totals were showing on text lines.

Financials

• Reports > Outstanding Customer Orders: (Issue #694) Updated report to separate customer code and title. Also fixed application problem with sorting report by customer code, title and group.
• This release of mWorks includes mFin ‘generic’ updates up to v2.6.54.1197. mFinancials release notes can be viewed at; http://www.eccosoftware.com.au/content/567

v1.6.036

Administration

• Main > Customer > Sortcode: Enable ‘sort code’ field when creating new customers.
• Supplier > Supplier Orders > OPEA order export: (Issue 685) Now defaulting the backorder flag to N

POS / Workshop

• End of Day > Finding DBR: When finding a DBR, the picklist should now show latest entries first.
• Stock Transfers > Edit Stock Transfers: (Issue 697) When editing a stock transfer, the system would crash during the printing phase of the process.
• Main > Transaction History: Transaction History report now includes payments and deposits. Also adds to the correct method of payment total.
• Pay Account > Failed payments: Customer Payments may fail to process so put in process to stop the related transaction from posting.
• Main > End of Day > Refunds: Order refunds are now included when processing EOD. This caused issues with variances being incorrectly posted.
• Workshops > Closing workshop jobs: Workshops job status sometimes doesn’t change to Closed but all other processes posted as if it was. This caused a problem where user may try to re-close the workshop.

Financials

• This release of mWorks includes mFin ‘generic’ updates up to v2.6.54.1175. mFinancials release notes can be viewed at; http://www.eccosoftware.com.au/content/567

v1.6.035a

POS

• Main > Returns not processing: (Issue 678) When processing a return for a known customer, the application would crash.

v1.6.035a

Administration

• Financials > Supplier > Receipts > Allow new items from stock receipt: (Issue #673) Allow configurable the option to allow new items to be created through the stock receipts screen if it doesn’t exist.
• Financials > Supplier > Add stock order label on PO: (Issue #650) Show stock order label on the purchase order
• Financials > Customer > Employee name on invoice: (Issue #622) The financials invoice printout now shows the sales person that processed the sale.

Financials

• This release of mWorks includes mFin ‘generic’ updates up to v2.6.53.1165. mFinancials release notes can be viewed at; http://www.eccosoftware.com.au/content/567

v1.6.034

Administration

• Sys-Administrator > Product Imports > Imports don’t overwrite existing items from a different supplier: (Issue #637) If an item already exists but for a different supplier, the import process has been changed to not overwrite data for the item. Also a log file is created listing items that were skipped during the import. This functionality has been implemented for both OPEA and Excel import formats.

POS

• Main > A4 Receipt > Deposits now separated from method 2: (Issue #654) Deposits are now displayed on its own line in the total section. In previous versions, the deposit was included in the method of payment 2 figure.
• Main > POS transactions > Delivery lines created for each line item: (Issue #655) When a customer sale was processed, the individual line items were being placed on a new delivery reference. Resolved  so only one delivery reference created for the whole sale.

v1.6.033a

POS

• Main > POS > Sale and returns on same transaction: (Issue #625) When processing a POS sale and return on the same transaction, the corresponding invoice and credit will now fully or partially offset each other depending if anything is owing/or requires refund.
• Main > POS > Adding item on order issue: (Issue #617) An issue was resolved when adding an item that is on order, and another item that isn’t on order.  When reviewing history, this would appear to have remove stock on hand twice. A data clean up will be conducted during the update process of this version.

Administration

• Sys-Administrator > Product Imports > Fixed mark up percentage: (Issue #642) Allow the user to specify values greater than 100%.

POS

• Main > POS Receipts > Terms incorrectly displayed: If there are no payment terms specified for the customer, or it’s a cash sale, the terms were incorrectly displayed on the A4 receipt.
• Main > POS > Customer notes: (Issue #646) Implemented the displaying of customer notes if they exist on the selected POS customer. This feature is configurable in the system settings screen by changing ‘Show customer notes during sale’.
• Main > Transaction History: Show the invoice number that was offset by the account payments – was previously not displaying anything in the ‘Invoice number’ column.

v1.6.033

Financials

• Financials > Inventory Details > Bin location doesn’t save: (Issue #623) When the Show For list is set to All, changing the bin location wasn’t saving properly for multi location installations.
• Financials > Inventory Stock at Location > Erroneous entries: (Issue #624) Erroneous entries are shown in the grid when saving bin locations for multi location installations.

POS

• Main > POS Cash sales > Offset invoices involving discounts:  If an item was discounted on a cash sale, there was a scenario where it may not offset the invoice correctly. This has been resolved.
• Main > Stock Transfer Advice > Add view functionality: Add view functionality to show the printout on screen.

Administration

• Sys Administrator > Product Imports > Discount code with customer mark-up: (Issue #634) Product imports now override all other mark-ups if the customer mark-up is configured on a supplier’s discount code. This has been implemented for OPEA and excel file imports.
• Sys Administrator > Product Imports > Standard cost if no Last cost: When updating an item already in the mWorks inventory, if the Last Cost field in mWorks is found to be blank then it’s populated with the Cost Price from the import.

v1.6.032d

Financials

• Supplier > Supplier Invoice printout missing lines: (Issue #621) Resolved issue where some lines were missing.
• Supplier > Supplier Orders > OPEA export file stock price issue: (Issue #616) When supplier order uses stock prices, the OPEA export file is now created with the appropriate flag set.
• Financials > Inventory Prices > labelling of Inventory Prices Grid Column: (Issue #615) Resolved display issue showing odd column heading on the third column on the sell prices grid.  Was only evident when using the ‘date effective’ feature.

v1.6.032c

Financials

• This release of mWorks includes mFin ‘generic’ updates up to v2.6.53.1131. mFinancials release notes can be viewed at; http://www.eccosoftware.com.au/content/567

v1.6.032b

POS

• Main > End of Day Reports > New EOD Reconciliation format: (Issue #598) New format for the end of day reconciliation report implemented. To toggle formats, go to System Settings > General and change the value for  ‘EOD Recon Report Mode (1 or 2)’
• Main > No transaction when return/sale processed at once: (Issue #602) If a sale transaction was unable to complete the whole sales process, the application would not record the return transaction into the database.  A common cause for this was due to the invoice hanging when job sent to the printer.  Another cause was resolved relating to the sale having both sales and returns on the one transaction.  Changes were made to improve the reliability of the sales process as well as now handling the scenario where a sales invoice is unable to print.

v1.6.032a

Financials

• Financials > Sales Breakdown report > Date range: The date range filter was not being applied to the report.  Now resolved.

v1.6.032

POS

• End of Day > Posting deposits onto invoices: (Issue #604) Invoices were not being offset with deposits made prior
• Main > Add customer order items to POS: (Issue #647) Additional ‘phantom’ delivery transactions were being written when selling items of a customer order through POS.  These were visible in the inventory history screen and were affecting the SOH Qty values in the inventory search screen.  Inventory reports and GL figures were unaffected.  Issue has been resolved and erroneous data cleaned – a final clean will take place after the update.

Workshop

• Workshop > Workshop job total rounding: Resolved the issue of 1 cent rounding error in Workshop Job Totals. This resolves subsequent 1 cent rounding error in POS and Financials between corresponding Payments and Invoices, that left 1 cent outstanding on the Customer Account.

v1.6.031b

Financials

• Supplier > Stock receipts > Reprint:  An issue was introduced in the last version which stopped users reprinting. This has been rectified in this version.
• Customer Invoice: (Issue #587) When reprinting workshop invoices from within the financials, the Workshop salesperson is now displayed.

v1.6.031a

Workshop

• Main > Workshops: Issue #581: Resolved issue with Tax Discrepancies caused by Workshop Jobs with a large quantity of items. The calculations for determining tax were improperly and inconsistently rounding off the unit price.
• Financials > Reports > Deferred Invoice: Revamped the report to a modern look.

v1.6.031

POS

• Main > Reports > DBR Status Listing report: DBR Status Listing report implemented and can be accessed in the reports menu in the Main module.
• Main > Payments: Payments are now posted to financials with prefix PY, and RF for refund. Also instead of using POS reference number, we now use an mFin reference number. This is to allow easy reconciliation when viewing customer history.
• Main > POS > POS Sales for known COD customers: (Issue #463) The application will now post individual invoices into the Financials section of mWorks for all known customer sales.  Previously all COD customers (known or unknown) were posted into financials as an aggregate batch at EOD.  It will now be much easier to reconcile known COD customers.
• Main > POS > Disable ACCOUNT method of payment for COD customers: (Issue #534) When selling to COD customers at POS, the ACCOUNT method of payment will no longer be available.
• Main > Stocktake > Sorting on stock count report: (Issue #559) Added functionality to sort by the sequence the stocktake was created.

Financials

• Financials > Suppliers > Details > Ordering: (Issue #557) A feature is implemented to allow configuration of supplier specific details by location. The details tab will show the Our Account for the currently logged in location and will show the location next to this field.
• Financials > Suppliers > Order report and OPEA Order export file: (Issue #557) This report/export has been enhanced to use this new supplier specific details by location functionality.
• Financials > Reports > Unfilled Orders report: (Issue #557) If installation is configured to store OURACCOUNT details for each location, this report has been implemented to work with these values.
• Financials > Inventory > Create new item to be added to draft: (Issue #460) Functionality has been added to allow for adding a newly created inventory item to the draft in the same process. When configured, saving would prompt the user whether they want to add the item and then prompt for a quantity to add to the draft. This functionality can be switched on by changing the ‘Save to draft when create new item’ in Systems Settings > Financials tab.

Workshop

• Main > Workshop > COD payments: (Issue #552) Fix issue where COD payments did not get recorded on the workshop record. This would cause a display issue when view closed COD workshops. Data clean has taken place.
• Main > Workshops: (Issue #571) Enhancements to workshop summary screen: Added/renamed columns to show workshop date created, scheduled start date, date completed and date closed. Also updated the ‘Job Date’ drop list to show consistent headings.
• Main > Workshops: (Issue #573) Added new workshop summary report to the workshop summary screen. This allows the user to select either a ‘detailed’ or ‘summary’ report when clicking on the ‘Print List’ button. The summary report prints similar details to what’s on the workshop summary screen, and includes totals and a chart at the bottom of the report.

* This release of mWorks includes mFin ‘generic’ updates up to v2.6.53.1099.  mFinancials release notes can be viewed at; http://www.eccosoftware.com.au/content/567

v1.6.030

POS

• Main > Stock Control > Stock Receipts > Reprint Invoices: Resolved issue that stopped users from reprint invoices at branches.
• Main > Inventory > Inventory Search: When searching a part, the listed details were incorrect if a part number was the same as another brand’s part number.
• Main > Inventory > Inventory Search: Fixed problem where selecting to add a supplier stock master item would add the wrong brand. This occurred only if a duplicate part number existed.
• POS > End of Day > All tills closing method: Functionality has been added to automatically click on process after all tills are selected to be closed. Please notify support if you want this option switched on.
• POS > Transaction history > Reprint Receipt: Change description on receipt if transaction is a workshop deposit
• POS > Transaction history > Workshop deposits: Workshop deposits are shown in the transaction history screen.

Workshop

• Main > Workshop:  Deposits not refreshing after paid, now when a deposit is taken, the screen will be refreshed and the accepted deposit amount displayed.
• Main > Workshop > Deposits: When a workshop is closed and amount taken, deposit field is no longer included within the total on the workshop.

* This release of mWorks includes mFin ‘generic’ updates up to v2.6.53.1085.  mFinancials release notes can be viewed at; http://www.eccosoftware.com.au/content/567

v1.6.029

POS

• Main > Pay Account: (Issue #505) Add additional check to display transactions only if not fully offset.
• Main>Transaction History>Invoice Reprint: (Issue #408) When reprinting invoices, the invoice would often print with lines items missing.  The cause has now been resolved.

Workshop

• Main > Workshop > Deposits: (Issue #456) Deposits are now able to be taken again on a workshop. Deposits can only be accepted when the workshop status is current.
• Main > Workshop > Quote: (Issue #506) Fixed problem with converting a workshop quote to a current workshop, which was not allocating inventory items.
• Main > Workshop: (Issue #507) Changes to Workshop screen to prevent user from adding POS items to a workshop job, if the job is for another location (e.g. Workshop is created at Head Office, but the work is being done at another branch).

* This release of mWorks includes mFin ‘generic’ updates up to v2.6.53.1071.  mFinancials release notes can be viewed at; http://www.eccosoftware.com.au/content/567

v1.6.028

Workshop

• Main > Workshop Jobs: Unable to close workshop jobs for COD clients if a Customer Order number is entered.
• Main > Workshop Jobs: Since enabling workshops to action other workshop jobs, transactions were being processed against the location that was closing the job, rather than the location who performed the job.

Financials

• Financials > Purchase Order printouts: Enhanced report to show the location the item line is ordered for.

v1.6.027

Operations

• Main > Stock Receipts > Reprint: (Issue #478) Added functionality to reprint supplier stock receipts report and picking list.

Workshop

• Worksheets: (Issue # 375) Mini Digger, Power Cutter, Pump, Z-Turn and Tractor worksheets added between releases 1.6.026 and 1.6.027.
• Main > Workshop Jobs: Fixed problem in Workshop screen to always use the local database location code when generating the workshop number.  Previously this used the ‘logged in’ location which can cause duplicate workshop numbers.
• Main > Workshop Schedule: Enhancement to Workshop Schedule screen to allow user to right-click on the schedule grid to optionally create a new workshop job, or a new workshop quote. Double-clicking on the grid still creates a new workshop job as before.
• Main > Workshop Jobs: (Issue #487) Enhancement to Workshop screen to check if customer is on ‘Stop Invoice’ before a workshop can be closed. If so, the workshop can’t be closed.
• Main > Workshop Jobs: Minor change to workshop search screen, where user can enter a job number and have it display regardless of what location the job is for (a nice time saver).
• Main > Workshop Jobs: (issue #498) Closing a workshop for a COD customer would bring up the POS payments screen, but if the user cancelled the payment or didn’t select a method of payment, the workshop still got closed.

Financials

• Financials > Inventory > Location Stock: (#Issue #491) The column in the location stock tab denoting the quantity has been renamed Available Qty.
• Financials > Purchase Order printouts: Option to show location the line item is for on the purchase order printout.  When an order is printed out, the system would ask if you want the lines aggregated or kept separate.

Administration

• Sys-Admin > Product Imports: (Issue #475) Product imports now only update existing inventory descriptions if it was previously empty.  Also barcodes already recorded against the inventory item will not get overwritten if the barcodes field is not mapped during import.

* This release of mWorks includes mFin ‘generic’ updates up to v2.6.53.1064.  mFinancials release notes can be viewed at; http://www.eccosoftware.com.au/content/567

v1.6.026

POS

• Main > Workshop: Fixed small problem in Workshop screen where editing a completed workshop that had notes did not correctly save the notes transaction record in Financials. This resulted in the workshop record not saving any changes.
• Main > Stock Control > Stock transfers: (Issue #450) Voiding of transfers for installations using comms is now supported.
• Main > EOD > Qty added back on after order sale: (Issue #435) When orders were processed, there was a scenario that put stock back onto the quantity on hand as if the item was not sold. A recalc’ of the inventory quantity has been run after hours to correct any discrepancies in stock levels.
• Main > Workshop: (Issue #466) When editing a current workshop, the system did not save an items flagged to be added to the draft for purchasing.

Financials

• Financials > Inventory > Inactive button: (Issue #472) Resolved issue when this button was clicked, it did not flag the record to be sent through comms.
• Financials > Supplier > Electronic Ordering: (Issue #465) An option was added to the OPEA electronic file creation process to handle either the .snd or .txt method. We have configured any known Suppliers to use the .txt method but please review the settings in Supplier > Records > Details tab > Ordering > Supplier OPEA Format.
• Financials > Supplier > Batch Order Startup screen: Changed labelling of some columns to be more descriptive.

* This release of mWorks includes mFin ‘generic’ updates up to v2.5.51.1026.  mFinancials release notes can be viewed at; http://www.eccosoftware.com.au/content/567

v1.6.025

POS

• Customer Records > New customer creation: (Issue #454) Resolved an issue where creating a new customer could not be completed.

v1.6.024

POS

• Supplier > Stock Receipts > Report: (issue #448) Add sorting by product code to assist in reading the supplier stock receipt report.
• POS > Customer > Pay Accounts: (issue #445, #449) The information loaded into the grid now shows whole invoices rather than individual line items on the invoice. This should make payments more easily reconcilable. Also an issue caused a discrepancy between the customer records screen and the pay accounts screen.

Financials

• Customer > Records > Customer Credit printout: (issue #446) When printing out customer credits, the system would crash.
• Supplier > OPEA electronic order file: (issue #447) Resolve issue that was causing the file to be incorrectly created for supplier to import.

Administration

• Sys-Administrator > Product Import > Product Import Listing: Added report Product Import Listing

v1.6.023

COMMS

• Comms: (Issue 451) Comms application now allows emails to be sent to a nominated person if a connection fails (only sends emails if the system setting ‘Send Comms Connect Errors to this Email’ is populated).

POS

• Main > Workshops: (Issue #439) Fixed problem with workshop screen to allow users to add POS items to a Completed workshop (this was enabled in version 1.6.020 but was incorrectly disabled in version 1.6.021).
• Main > EOD: (Issue #437) If only payments were processed for the location, the system would not allow you to process the EOD.  This has been resolved.
• Main > Stock Enquiry: Changed logic so no inactive products show up when searching in the Stock Enquiry screen.

v1.6.022

POS

• Main > Customer Quotes: (Issue #407) When entering a note or a delivery address for a quote now flows through to the quote printout. The ability to configure the system to print the company address or the branch address on the quote printout has also been added in.
• Main > Workshops: (Issue #427) Removed code that restricted users from editing workshops at other locations
• Main->Transfer Advice: (Issue #410 PARTIALLY RESOLVED) Re-verified report to resolve ‘error detected by database dll’ error.
• Financials > Supplier Settlement Discount: (Issue #400) Resolved problem with completing a Supplier Payment with Settlement Discounts, which no longer posts back on the creditor subsidiary account.

v1.6.021

POS

• Main > Workshop: Resolved issue where saving a workshop job would crash the system.
• Main > Customer Orders & Transaction History > Deposits: Add functionality to print out order deposit receipts. Also populate the transaction number on to the payment so a reprint from the transaction history screen works.

Financials

• Quotes: Custom GYC Quote format created.  This has branding and layout changes only, none of the reported issues have been resolved with this update.

v1.6.020

POS

• Main >  A4 Receipts: (Issue #408) POS A4 receipts were occasionally being printed out with missing items. The cause could have been connectivity to the database. Additional checks have been put in place to stop the receipt from being printed if this occurs.
• Main > Workshop: If the workshop status is completed, users are not allowed to edit items in the services/parts/POS items tables upon editing a workshop.

Financials

• Financials > General > Reports: Remove blank lines from Aged Supplier Balance report and corrected the alignment problem with the totals.

v1.6.019

POS

• Main > Stock Receipts: (Issue #406) Lock the receipt type combo box to Receipt & Invoice Only option.
• Main > Stock Receipts report: Include internal invoice number on the report
• Main > A4 Receipts: (Issue #415) Resolved issue where deposits and change were not being shown on the A4 receipts.
• Main > POS Grid: (Issue #392) Increased width of the Unit price column in the POS grid to allow for larger price values to be displayed.
• Main > Discounts: (Issue #391, Issue #329) Resolved issue where discounts were being calculated incorrectly. Occasionally a few cents were added/removed from the total.
• Main > Inventory Control > Stock Order: When using this screen, the details for each supplier should be refined to the logged location only. Previously all locations details were being tallied.
• Main > Workshop > Workshop Jobs: (Issue #404) When a new workshop job was created, parts that were added to the workshop were automatically being allocated to the customer. This caused a problem while stock receipting where allocations were not processed hence printed out on the supplier receipt report.
• Main > Workshop > Workshop Jobs: Enhancements to workshop screen. Added new field for customer PO number on workshop, which is used on non-cash customers (can’t close a workshop unless a PO number is entered). This is used as the ‘External Referernce’ on the invoice transaction that gets created when the workshop is closed.
• Main > Workshop > Workshop Jobs: Enhancements to workshop screen. Added new field for customer PO number on workshop, which is used on non-cash customers (can’t close a workshop unless a PO number is entered).
• Main > A4 receipts: Implemented change request where A4 receipts are always printed out when sales transaction is processed for an account customer.
• Main > mWorks Startup: Change to mWorks startup to display the ‘logged in’ branch name on the application window for user reference (useful if the user has shortcuts to log in as different branches)

Administration

• System Admin > Product Imports > Excel imports: Decrease width of grid cells depending on length of data in the excel spread sheet.
• System Admin > Product Imports > Excel imports: Implement functionality to allow discount codes for a supplier code to be used when importing product pricing.

Financials

• Customer > Transactions > Add to Draft Orders: (Issue 1030) Fixed problem with Customer Transaction screen, adding product to draft orders, where the product code variable wasn’t initialised correctly, causing SQL query to fail (user would see error message ‘unable find inventory record to link to’.
• Customer > Transactions > Delivery Labels: Add delivery labels button to customer transactions screen

POS

• Web Listener > Processed orders: Fixed small problem in web listener screen to correctly add rows to ‘Processed Orders’ grid when there are more orders than can fit in the default number of rows
• Web Listener > Add carrier details to order printout: The order printout processed through the web listener screen should now include carrier details if available.

* mBibliofile v2.2.14 includes mFinancials modifications up to (v2.6.54.1511). mFinancials release notes can be viewed at: http://www.eccosoftware.com.au/?p=567

v2.2.13c

Financials

• Losing Blurb, Illustrator & Pages info from BDOL: (Issue #1005) When adding a title from BookData Online, if you opened the ‘Physical’ button’s screen only the weight is displayed and later saved successfully, the other three items were lost.  This has been resolved and all items are editable prior to saving titles created from Nielsen.
• Web Listener > Suppress picking slip: Printing picking slips from web listener can now be suppressed. Configure this in system settings.
• Stock transfers > Transfer in does not display items on transfer: Resolved issue with displaying items on a transfer in
• Inventory > Customer discount on inventory – improve logic: (Issue 821) Resolve issue to allow clearing of customer discount flag on an inventory item.
• Inventory > Creating new inventory and last cost: When creating a new inventory item and you enter a last cost in the customer price grid of the prices tab (top left corner grid), the system would populate the last cost field of the Inc Unit Cost section (bottom right corner). You can still manually change this.
• Web Listener > CC, BCC and sender for web listener: Added functionality to allow configurable change to CC, BCC and sender of all emails sent to customers through the web listener screen. This can be configured through System Settings (search for ‘Automatic Web Order Email’)

v2.2.13

Financials

• Course > Textbook listing not sorted by course code: Resolved issue so report now sorts by course code then item.
• Supplier > Batch Replenishment: Resolve issue where replenishing stock would take a long time.
• Customer > Customer Allocations > Delivery Labels: Add functionality to print out delivery labels.
• Customer/Supplier/Inventory change active status confirmation: Add confirmation check when changing status.
• Inventory > Available qty: Available qty now doesn’t include layby qty or closed claims.

v2.2.12

Financials

• Inventory > Supersede product incorrectly saved onto inventory: If there is an inventory item with a blank item number in the database, the wrong superseded/alternate item was used to record this. This has been resolved. A data fix has been completed for this update to remove these incorrect items.
• Inventory > Download images from Nielsen BookData Online: Clients who have access to this information as a part of their Nielsen subscription can now download book cover images (were available) from within the ‘Image’ button on the Details tab.  The system can also now be configured to automatically download images whenever a new inventory item is being created – this can be switched on using the System Setting ‘BookFind Web Service Auto Images?’.  If you are using our web module then this has been switched on for you already.
• Supplier > Batch Replenish functionality changes: (Issue 812)
• When using the suggest or replenish functionality, the list of items returned are restricted to the supplier list first selected when you entered the Batch Order screen. For example if you selected SUPPLIER1 and SUPPLIER2 from the Reorder Draft Supplier List screen, then only items supplied by these two suppliers would be shown.
• The review by period option has been incorporated with the date range option. The default ‘from date’ is configurable in the system settings to be a number of days prior to today’s date. This is set by changing ‘Default how many days before today to replenish’ which by default is 30 days.
• Also new for multilocation installations is the ability to select whether to show the statistics grid for all or currently logged in location.
• Supplier > Reorder Draft Supplier List improvement: This screen has been optimised to return draft details more quickly.
• Educational > Course > Reference age/type are configurable:  (Issue 970) Reference age and type are configurable from the Uni Setup screen. Previous entries have been moved to this screen.
• Batch Order > Statistics grid > Not viewable on low resolution monitors: Moved the statistics grid up a little
• Education > Course > Add functionality to delete courses: Add delete functionality to course screen. Only courses that aren’t finalised and don’t have confirmed text may be deleted.
• Supplier Details > Our Account field for single location: Fix Our Account field functionality for single locations and locations where they only have one account for all their branches.
• Web Listener > Order Delivery options: Added functionality to have Web Order Delivery Options printed on the Financials Transactions.
• Educational > Course > Add liaison and lecturer reports: Add liaison and lecturer reports.

POS

• POS > Pay Account > Customer owing differs between POS Payments and Financials: (Issue 919) Resolve scenario where a payment has been partially offset but doesn’t reflect correctly in the Pay Account screen.
• Stocktake > Improve sorting ability in stocktake: (Issue 948) When creating a new stocktake and/or add a new item to the grid, it should now sort correctly depending on the sequence configured for the stocktake.
• POS > Layby payments > Payments weren’t posted to bank account: (Issue 947) Subsequent layby payments should now be posted to the CASH AT BANK account. The End Of Day Reconciliation report has also been fixed to include Layby Payment transactions.
• POS > POS Receipts: POS Receipts now show a fax number.
• Transaction History > Duplicate transactions showing: Fixed an issue that causes duplicate transactions showing in the transaction history screen.
• POS > Voucher > Allow expiration of vouchers: Add functionality to voucher screen to allow expiration of vouchers. Only system administrator has access to this functionality. Upon clicking on the expire button, the expiry date of the voucher is set to be yesterday and GL postings will be dealt with as normal during the EOD process.
• POS > Vouchers > Voucher sold to account: Resolved issue with Voucher Account Sales posting twice into the Trade Debtors and Voucher Suspense.

Admin

• Company > Export > Add liaison and lecturer exports: Add liaison and lecturer exports.

* mBibliofile v2.2.12 includes mFinancials modifications up to (v2.6.54.1462). mFinancials release notes can be viewed at: http://www.eccosoftware.com.au/?p=567

v2.2.11

Financials

• POS > Stocktake: Resolved issue which would return more than the expected stocktake count if item has more than one category assigned to it.
• POS > Stocktake: (Issue #934) Stocktake report by bay was not working.
• Financials > Supplier > Supplier claims: (Issue #907) Supplier claims report was not including notes entered for the claim number. Also fixed duplicate lines on report.

POS

• POS > Open Till: (Issue 267) There is now an option to suppress the printout that occurs when the till is opened using the ‘Open Till’ feature.
• POS > Voucher: There is now an option to suppress the voucher printout.
• POS > Books Import: (Issue# 461) Smarten the Supplier/Publisher link.  Several changes have been made to this screen to improve usability.
  •    Supplier Column is now editable.
  •    Publisher column is no longer editable.
  •    Both columns now have a colour coded indicator: green for an existing Publisher or Supplier and red if it does not exist.
  •    Both supplier and publisher now always display the ‘Description’ rather than the ’Code’.
  •    A red indicator next to the Publisher on a blue (i.e. already in inventory) line indicates that a publisher was not saved on this item.  The import file’s publisher data is displayed.
• Main > POS > Issue if processing customer sale with full deposit:  If the customer order was fully deposited, when you process this as a sale, the deposit was incorrectly calculated therefore it appear as if the customer still owed you half the deposit.
• POS > Frequent Buyer: Resolve issue with redeeming frequent buyer points.
• POS > POS:  When transactions are processed for customer’s that are frequent buyers, it will now automatically add the points to their account if the system setting ‘Use POS Frequent Buyers Point’ is turned on.

* mBibliofile v2.2.11 includes mFinancials modifications up to (v2.6.54.1405). mFinancials release notes can be viewed at: http://www.eccosoftware.com.au/?p=567

v2.2.10

Financials

• Financials > Customer Transactions > Build Customer Invoice: (Issue #867) Show ‘allocated items only’ option not working.  Fix screen so it can be configured to show only allocated items in the order lines grid
• Financials > Customer Transactions > Build Customer Invoice: (Issue #868) Fix problem where selecting item in order line grid didn’t move it to the invoice grid.
• Financials > Reports > Current Laybys: Fix due date format
• Financials > Supplier > Claims: When find an existing claim from the picklist, it is now listed from newest to oldest.
• Financials > Inventory Prices: Quantities now include open claim qty.
• Financials > Inventory > Location: Columns now include open and closed claim qty.
• Financials > Inventory Search > Stock at other loc: Columns now include for books mode open and closed claim qty.
• Inventory > Prices: (Issue #893) Enhancement to the Inventory Prices Grid (in mBibliofile Mode) to update the prices upon the Inventory Details GST Tax Type being changed in Edit/New mode.
• Inventory > Prices: (Issue #894) Enhancement  to the Inventory Details screen in Book Mode, upon the GST Tax Type being changed, to have a popup to reminder the user to double check the Prices after saving.
• Inventory > Prices > Last Cost: (Issue #895) Enhancement to Inventory Prices screen in Book Mode, to allow non-diminishing products to be able to update the Last Cost Price from the Price grid.

POS

• POS > Supersessions suggestion: (Issue #858) When a product has a supersession, these show in a grid with the qty available. This is should assist the user to make a decision on whether to use the entered product which is superseded or to use another product it supersedes to.    
• POS > POS: (Issue 838) When a customer order line has a deposit on a product with multiple qty, previously if you sold 1 of them the system did not allow you to process the remaining qty. This has been resolved and relate to the system not splitting the deposit by the original qty ordered.
• POS > Laybys > Cancelling Laybys: (Issue #836) Cancelling laybys should now create a credit against the customer’s account and automatically offset it. This leaves the customer account with no outstanding items. Also there is a change in the screen functionality. Previously there was one button to cancel a layby without refund and another to cancel a layby with refund. By changing the amount to refund and clicking on Cancel Refund, this should achieve the same result.
• POS > Laybys: There was a rounding issue with paying off laybys with cash. Previously, due to rounding, it would leave the account outstanding by 1 or 2 cents. This fix will close the laybys correctly.
• POS > Process sales: Occasionally, if in the middle of processing a sale, an error would occur if the application could not get the current DBR number. The application has been improved to use the DBR number stored in memory if this scenario occurs.

* mBibliofile v2.2.10 includes mFinancials modifications up to (v2.6.54.1361). mFinancials release notes can be viewed at: http://www.eccosoftware.com.au/?p=567

v2.2.9a

Financials

• Inventory: (Issue #840)  Problem with setting up Reorder levels for stores.  Fixed issue where reorder level and quantity for multi location installations were not recorded correctly.
• Customer: (Issue #833)  Add customer phone number to customer orders printout.  Customer order printout now includes the customer’s phone number below their address.
• Supplier: (Issue #823)  Purchase order printout doesn’t show our account no.  Printout now shows the Our Account number for multi location installations.
• Reports > Stock Turnover:  Added an option to print the Stock Turnover report with quarterly Sales figures.
• Reports > Inventory Sales/Purchases: Resolved issue with ordering in the Inventory Sales/Purchases reports when grouped by Customer or Supplier.
• Reports > Unfilled Orders for Customers: (Issue 847) Add filter by customer.  Filtering has been added to the report so you can printout for a range of customers.

POS

• POS > Method of Payment: Four new MOP icons included in this release.
• End of Day: (Issue #120)  Enhanced Nielsen BookScan submissions to support multiple locations.  Nielsen will issue dummy SAN’s upon request to allow them to track which of your locations (if you have more than one) you sold a title from.
• End of Day: (Issue #121)  Split Nielsen BookScan reports into textbooks and non-textbook reports.  Also, adopt the new Nielsen file format.
• Admin > Company > Branches: (Issue #120) Added support for reporting to Nielsen the sale of titles from a location that does not process End of Day.  This is configured within the branch where you can nominate another branch to submit report on their behalf.
• POS: (Issue #830) Deposits not processed for multi line transactions.  When using the qty/price button to change the qty, the amount owing recalculation was ignoring any deposits made on orders. This has been fixed.
• End of Day > End Register report: The End Register report can now be suppressed. Please contact support for assistance.
• POS: (Issue #588) Inventory item was allowed to be added to a POS sale even if the system setting ‘Allow Sales When Stock On Hand Qty is Zero’ is was to ‘N’ and the item’s stock level was <= 0.  Now only allows the item to be put on order or quoted.
• Stock Transfer: (Issue 588) User was able to add an item to a ‘Transfer Out’ even though the system setting ‘Allow Sales When Stock On Hand Qty is Zero’ was set to ‘N’ and the item’s stock level was <= 0
• POS > Stocktake: (Issue 601) Category and Bin location functionality.  Add functionality to allow filtering of items by category or bin locations when creating a new stocktake.

* mBibliofile v2.2.9a includes mFinancials modifications up to (v2.6.54.1311). mFinancials release notes can be viewed at: http://www.eccosoftware.com.au/?p=567

v2.2.8h

Financials

• Financials > Customer Order/Invoice:  Print options.  Added functionality to allow user to select to print orders/invoices to printer, screen or export to PDF.

v2.2.8d

Financials

• Supplier Claims: (Issue #798) The system now optionally shows branch details on claims report rather than company details. Contact support if you would like us to change this setting.
• Inventory Searching: (Issue #799) The Course Name drop list is now sorted alphabetically and now has a larger display area when dropped.
• Inventory Searching: IT will now accept only active lecturers to be used for the search criteria.
• Inventory: Error when saving at a non head office location.  An error was being displayed which mentioned two fields; UNIQUEID & LOCATION.

v2.2.8c

Financials

• Financials > MARC records: For those installations that provide the option to send MARC records back to the customer when receiving their order;
  • The file name format for the marc record file has changed.
  • The Marc records are now sent within a single file, rather than one file per record.
  • The Web Listener & Advanced Notification screens now have one-click access to the configuration options for the sending of Marc records.
• Inventory > Product Images: For those clients who store product images within the database (typically only those with ecommerce web sites), the image screen no longer displays the image stretched, but rather in it’s native aspect.
• Financials > Reports > Customer Unfilled Orders: A new report that lists a customer’s outstanding orders.  Designed to be suitable to share with your customer.
• Financials > Customer Invoice: (Issue #763) Some formats of the customer invoice were showing the Customer Code within the Product Code column.
• Financials > Drop List controls resized: Some drop list controls have been made wider.
• Financials > Inventory: Distributor was not being reset to blank when the user clicked on the New button.
• Financials > Inventory: The algorithm that checks whether or not the entered Product Code is a valid ISBN has been updated to ensure that all valid ISBN’s are identified.
• Financials > Web Listener: For installations that use Nielsen Book Data for user searches, the Confirm Items feature within the Web Listener now enforces the user to specify a usual supplier when confirming the item.

POS

• End of Day: When searching for a DBR, the most recent DBR’s are now displayed at the top of the list.
• POS > Credit Check: When performing the credit check for an account sale, the system now takes into account invoices that have been processed but not yet ‘posted’ at End of Day.
• POS: An additional check has been added to ensure that customer payments are posted against their accounts.
• POS > Transaction History > Hourly Sales: The hourly sales tab in the transaction history screen now shows a blank cell instead of displaying a zero in the cell.
• POS > End of Day > Reports: The Sales By Department report was previously not supporting multi-location installations properly.

* mBibliofile v2.2.8c includes mFinancials modifications up to (v2.6.54.1197). mFinancials release notes can be viewed at: http://www.eccosoftware.com.au/?p=567

v2.2.7c

POS

• POS > Stock Transfer > Edit stock transfer printing issue: (Issue #697) Resolve printing issue after editing a stock transfer which caused the system to crash

v2.2.7b

Financials

• Financials > Supplier > Receipts > Allow new items from stock receipt: (Issue #673) Allow configurable the option to allow new items to be created through the stock receipts screen if it doesn’t exist.

* mBibliofile v2.2.7b includes mFinancials modifications up to (v2.6.54.1165). mFinancials release notes can be viewed at: http://www.eccosoftware.com.au/?p=567

v2.2.7a

POS

• Inventory Search -> Nielson BookScan: (Issue #313) Add support for configuration of a proxy server to use for Nielson BookScan searches.  The (optional) BookFind.ept file can now contain three lines: End Point, Proxy Host & Proxy Port respectively.

v2.2.7

POS

• POS > Stock Transfer Advice: Add ‘View’ button to enable the user to print the transfer advice to screen.
• POS > POS: A feature was implemented to display customer notes, during the POS process, if they exist on the record.  This feature is configurable in the system settings screen by changing ‘Show customer notes during sale’.
• POS > Transaction History: When listing account payments, the offset invoice number is also displayed.
• POS > Vouchers > Selling multiple vouchers: (Issue #665) Issue resolved where GST was (incorrectly) being applied onto every second line of the invoice.

v2.2.6c

POS

• POS > POS Cash sales > Offset invoices involving discounts:  If an item was discounted on a cash sale, there was a scenario where it may not offset the invoice correctly. This has been resolved.
• POS > Book Import: (Issue 633)  Remove sorting by title implemented back in v2.2.6.  Titles are again displayed in the same order as they are present in the file being imported.

Financials

• Supplier > Supplier Invoice printout missing lines: (Issue 621)  Resolved issue where some lines were missing.
• Financials > Inventory Details > Bin location doesn’t save: (Issue 623)  When the Show For list is set to All, changing the bin location doesn’t save properly for multi location installations. This has been resolved.
• Financials > Inventory Stock at Location > Erroneous entries: (Issue 624)  Erroneous entries were shown in the grid when saving bin locations for multi location installations.

v2.2.6b

POS

• Main > End of Day Reports > New EOD Reconciliation format: (Issue #598)  New format for the end of day reconciliation report implemented. To change formats, go to System Settings > General and change the value for ‘EOD Recon Report Mode (1 or 2)’
• Main > Main > No transaction when return/sale processed: (Issue #602)  If a transaction was unable to complete the whole sales process, the application would not record the incomplete transaction into the database. A cause for this was due to the invoice hanging when job sent to the printer. Another cause was resolved relating to the sale having both sales and returns on the one transaction.  Both potential causes have now been addressed.

Financials

• Financials > Inventory > Inventory Search: (Issue 376) When searching on ISBN, if there is no ISBN in the system that matches, then the system will now perform a search on the EAN field using the value specified within the ISBN.
• Financials > Inventory > EAN field: The EAN field was not wide enough to accept an EAN of 13 digits. This has been resolved.

v2.2.6a

POS

• POS > EOD > EOD Report has difference figures to transaction history: Resolve issue with EOD showing difference figures to the transaction history report.
• POS > EOD Reports > EOD Reconciliation report: Adjust margins to the report.
• POS > New splash screen image: A new application splash screen was implemented.

v2.2.6

POS

• POS > Book Import: The book imports grid is now sorted by title.
• POS > POS Grid: (Issue #392) Increased width of the Unit price column in the POS grid to allow for larger price values to be displayed.
• POS > Discounts: (Issue #391, Issue #329) Resolved issue where discounts were being calculated incorrectly.  Occasionally a few cents were added/removed from the total.
• POS > Customer Quotes: (Issue #407) When entering a note or a delivery address for a quote now flows through to the quote printout.  The ability to configure the system to print the company address or the branch address on the quote printout has also been added in.
• POS > EOD: (Issue #437) If a location’s EOD only contains payment transactions, the system would not allow you to process EOD.
• POS > OS Orders: (Issue #452) Resolved issue with the POS Customer Order conversion to Sales having rounding errors due to imprecise discount calculations.
• POS > OS Orders: (Issue #458) Resolved issue with POS allowing to directly convert a quote to a sale in the Customer Orders screen that incorrectly lists Quotes.
• POS > OS Orders: (Issue #389) Resolved issue with Converting an Order into a Sale, whereby the Delivery Transaction posted incorrectly, potentially causing GL and SL discrepancies for Inventory Valuation.
• POS: (Issue #391/#329) Resolved issue with rounding errors when discount are put in as New Price or Discount amount on a POS Sale. The Price on the line is now updated correctly without rounding errors.
• POS > Stocktake > PDE error report: (Issue #474) Added more information to the error report ie quantity and bay numbers if bay mode is in use.
• POS > Transaction History > Reprint Receipt: (Issue #494) Reprinting of receipts was always being directed to the A4 printer.
• Financials > Inventory > Location Stock: (#Issue #491) The column in the location stock tab denoting the quantity has been renamed Available Qty.
• POS > Pay Account: (Issue #505) Add additional check to display transactions only if not fully offset.
• POS > Payments: Payments are now posted to financials with prefix PY, and RF for refund. Also instead of using POS reference number, we now use the internref. This is to allow easy reconciliation when viewing customer history.
• POS > POS > POS Sales for known COD customers: (Issue #463) The application should now create invoices for each known COD customers. Previously all COD customers known or unknown was posted into financials as an aggregate batch making it hard to reconcile known COD customers.
• POS > POS > Disallow ACCOUNT method of payment for COD: (Issue #534) A feature was implemented to prevent COD customers from paying by ACCOUNT method. Please notify support if you would like to turn this on.
• POS > End of Day > All tills closing method: Functionality has been added to automatically click on process after all tills are selected to be closed. Please notify support if you want this option switched on.
• POS  > Transaction History > Invoice Reprint: (Issue #408) When reprinting invoices, the invoice would often print with lines items missing.  The cause has now been resolved.
• POS > Stocktake > Sorting on stock count report: Added functionality to sort by the sequence the stocktake was created.
• POS > Cash sales for known customer invoice printout: Resolved issue while processing a cash sale for a known customer would print the invoice and hang.

Financials

• Supplier > Transactions > Batch Receipts > Stock Receipts report: Include internal invoice number on the printout.
• Financials > Suppliers > Details > Ordering: (Issue #557) A feature is implemented to allow the specification of a different supplier ‘our account #’ at each location. The details tab will show the ‘Our Account’ for the currently logged in location and will show the location next to this field. Please notify support if you would like to turn this on.
• Financials > Inventory Search – University mode: Improve speed when loading course name and codes into combo boxes of the inventory search screen.
• Financials > Supplier > Claims > View option: (Issue #425) Added functionality to view a claim on the screen.
• Financials > Inventory > Create new item to be added to draft: (Issue #460) Functionality has been added to allow for adding a newly created inventory item to the draft at the end of the inventory creation process. When configured, saving would prompt the user whether they want to add the item and then prompt for a quantity to add to the draft. This functionality can be switched on by changing the ‘Save to draft when create new item’ in Systems Settings > Financials tab.
• Financials > Supplier > Batch Receipts > Reprint: (Issue #478) Added functionality to reprint supplier stock receipts report and picking list.
• Financials > Course: When saving user changes to a course, the system now detects when all items on the course have been confirmed and asks the user if they would like to also Finalise the course.

* mBibliofile v2.2.6 includes mFinancials modifications up to (v2.6.54.1099).  mFinancials release notes can be viewed at; http://www.eccosoftware.com.au/?p=567

v2.2.4a

POS

• Stock take > Bay Mode: (Issue #508) When saving a stocktake, records were being duplicated in the batch.  This was evident when answering no to the question “do you want to reload stocktake” and using bay mode.

v2.2.4

POS

• POS > Customer Orders: Added functionality to allow changing of delivery address on customer orders. You could change the address from the customer orders screen through POS. The screen that appears allows the user to maintain a list of addresses for the selected customer.
• Inventory Search > Stock at other location: Stock at other location screen now includes reorder and reorder qty columns.
• Various inventory screens: Change logic to how on hand qty is calculated on the various stock at location screens and inventory search screen.
• Inventory Search > Stock at other location: Stock at other location screen now highlights the currently logged in location details.
• POS > End of Day: End of day process for all registers now removes all DBR records for a till/shift if there are no transactions processed. This should reduce the number of tills to balance further down the EOD process.
• POS > Payments: Resolve issue with account payment offset.
• POS > Transaction History: Transaction history for account payments now shows POS operator who processed it.
• POS > End of Day: When processing EOD for all registers method, user is now required to select a till to apply variances.
• POS > Method of Payment: Remove Diners option from method of payment screen if transaction can only be an order.
• POS: MOP icons have been updated with a fresh look.
• POS > Customer Orders: Added draft all button on customer order screen to allow easy selecting of all items to the draft.
• Book Imports: There was an issue with importing ONIX.XML files where the ISBN was sometimes not being loaded. Added an additional check to trap this scenario where the ProductIDType was 1 digit in length.
• Stock take: When uploading data from the PDE to the stock take, give the option to reload the stock take when upload completed. This should significantly increase productivity during stock take.
• POS > Receipt printout > Discounts: Allow configuration of installation to suppress discount information on the thermal receipt printout.
• POS > Receipts > Account Sales: If the POS sale is of type ACCOUNT, the (POS) receipt’s transaction number now shows that of the sales invoice reference number (From the Financials).  This means if the customer pays the invoice and gives the transaction number off the receipt as a reference, matching the payment to the invoice is now much simpler.

Financials

• Supplier > Transactions > Batch Receipts: The supplier receipts report printed when receiving supplier orders includes bin locations and the expected new on hand qty against each item. This is available for installations utilising the multi-location Bin Number feature.
• Inventory by Location report: Resolve printing issue that was preventing the inventory – location report from running.
• Supplier > Supplier Transactions > Batch Receipts: When stock receipting, allocations for qty greater than 1 for an item were not being created properly. This issue had an effect on processing a POS transaction where the allocations were all aggregated on the same line rather than separate lines for customer orders.
• Supplier > Supplier Transactions > Batch Orders > Replenish: Installations utilising bin locations for multi locations, when clicking on the suggest button of the replenish screen, the process should now suggest the correct items to order per location.
• Order/Invoice printouts > Branch Address: If configured to print the branch address on order/invoices, resolved an issue where instead of showing the state code in lookup, the state description is used.
• Supplier > Supplier Transactions > Batch Receipts: Added a user confirmation prompt to confirm whether the stock receipt report was printed out.
• POS > Transaction History > Reprint Receipt: On the transaction history screen, if no receipt printer is  configured but an A4 printer is, then always reprint the A4 version of the receipt.  Also added functionality to reprint account payments receipts.
• Supplier Transactions > Receipt > eInvoice: For those clients with electronic invoicing enabled on their PACSTREAM account, once configured from within the System Settings screen, mBibliofile will download eInvoices from the PACSTREAM FTP server and load them ready for invoicing.  Please note, a per invoice charge applies from PACSTREAM fro this service.  Currently this charge is 33 cents per invoice.
• Financials > Supplier > Claims > View option: (Issue #425) Added functionality to View a claim on the screen before printing.
• Financials > Inventory > Create new item to be added to draft: (Issue #460) Functionality has been added to allow for adding a newly created inventory item to the draft in the same process. When configured, saving would prompt the user whether they want to add the item and then prompt for a quantity to add to the draft. This functionality can be switched on by changing the ‘Save to draft when create new item’ in Systems Settings > Financials tab.

* mBibliofile v2.2.4 includes mFinancials modifications up to (v2.5.51.985).  mFinancials release notes can be viewed at; http://www.eccosoftware.com.au/?p=567

v2.2.3

Financials

• Supplier Claims: Report is now sorting by Department, has Author information added and now has shading for vastly improved readability. (Issue #208)
• Supplier Transaction > Batch Order: Added additional sell price and RRP information when inventory details are shown at the bottom of the screen.
• Printing barcodes in mFin reports and stock receipts screen: mBibliofile will now check if barcode fonts are installed on computer when printing deferred barcode report or in the the supplier stock receipts screen.

POS

• Inventory Search Screen: Revised logic when searching on author and title searches.  Search words are now split into keywords and the search will return a match when the search items are found in any order.
• POS > Apply Surcharge: Resolved process flow issue with applying surcharge. Added functionality to ask if customer wants to use method of payment when surcharge applies before proceeding.
• POS Orders: Added functionality to record the default Sales Analysis code of the customer onto POS orders created for that customer. (Issue #142)
• POS > Customer Orders > Change Delivery address: Added functionality to allow changing of delivery address on customer orders. You could change the address from the customer orders screen through POS.  The screen that appears allows the user to maintain a list of addresses for the selected customer.

* mBibliofile v2.2.3 includes mFinancials modifications up to v2.4.50.922.  mFinancials release notes can be viewed at; http://www.eccosoftware.com.au/?p=567

• POS > Lay-Bys > Print List: For multi-location installations, printing the lay-by listing report should only show lay-bys for the currently logged in location. If Head Office is logged in, lay-bys for all locations returned.

• POS > Stock Transfer > Receipt print out: Receipt printout for stock transfers now include locations name.

v2.2.2

POS

• Administration > mPOS Admin > Payment Methods: The Credit Charge surcharge feature has been revised and expanded. A separate surcharge percentage can be applied on ANY Method of Payment and is now applied unilaterally. Please use payment methods screen for configuring options. Clients who were already using the surcharge functionality, please re-configure in this screen. The concepts of fixed surcharge amounts and minimum transaction values have been removed.

• Nielson Book Data Online service: for over a year mBilbiofile has supported Nielson’s replacement for their old ‘Bookfind’ service: Book Data Online.  As Nielson is intending on switching off their old service at the end of this month, anyone who is still using the old service will need to supply us with their new credentials (the same that you use to log into the Nielson web page search) and we’ll reconfigure the system to make the switch.

• Branch Selection screen: For multi location installations, using the branch selection screen was causing the application to crash.

• Point of Sale > Main > POS > Customer Payment > Pay Customer Account: Order lines that have already been invoiced would no longer show up in the Pay Account screen. This should stop incorrect allocation of payment on to the orders still outstanding.

• Point of Sale > Main > POS > Lay-by: Fixes to lay-bys and POS screens to correctly set customer TAXSTATUS field when creating new customer records (previously was leaving this as NULL, which was causing GST free POS sales)

• Point of Sale > Main > End of Day > Reports > EOD Reconciliation Report: Corrected End Of Day Reconciliation report to include the full set of voucher transactions, particularly the Change Vouchers. (Issue# 32 and Issue# 63)

• Point of Sale > Main > POS: Refined stock on hand updates to handle costs consistently.

• Point of Sale > Main > POS > Lay-by: When putting through a lay-by transaction, MOP2 will automatically process as LAYBY hence will bring up the lay-by screen as expected.

• Point of Sale > Main > POS > Edit Customer Orders: Fixed an issue with allocating stock to a customer order for single location installations.

• Point of Sale > Main > POS > Inventory search: Enhanced the search by title feature to now list items that contain the search words in any order.

• Financials > Suppliers > Transactions > Claims > Suggest: The suggestion functionality did not return the correct quantity to claim where the same product was on the invoice more than twice.

Financials

• Financials > Suppliers > Transactions > Claims > Suggest: The suggestion functionality did not return the correct quantity to claim where the same product was on the invoice more than twice.

*mBibliofile v2.2.2 includes mFinancials modifications up to v2.4.50.922.  mFinancials release notes can be viewed at; http://www.eccosoftware.com.au/?p=567

v2.2.1b

Financials

• Multi-location Logon: Resolved issue with logon location selection screen for multi-location  installations of mBiblioFile.

v2.2.1a

Financials

• Inventory Statistics: Resolved display issue in the inventory statistics screen.

• Inventory > Search: The inventory search screen will now recognise both the product code (ISBN) and the internal unique identifier for all inventory products.

*mBibliofile v2.2.1a includes mFinancials modifications up to v2.4.48.895.  mFinancials release notes can be viewed at; http://www.eccosoftware.com.au/?p=567

v2.2.1

POS

• Integrated EFTPOS: Installations using integrated EFTPOS will now be able to activate the EFTPOS terminal by selecting the appropriate method of payment when cancelling customer orders through the ‘edit customer orders’ screen.

Financials Enhancements

• Suppliers > Payments > Batch Pay: Will now use the default bank account on entry to the Supplier Payments main screen.  Previously this screen would default to the first bank account in the list, not necessarily the default bank account

• Groups: When creating a new Group for either Customer/Supplier/Product, the group number is automatically created as the next highest number, but the user is now allowed to change it.  Previously this was not possible.  Note the group number cannot be changed when editing a group

• Inventory > Prices: Allow public access to a new Cost Pricing History functionality in the Inventory Prices screen.

• Reports > Inventory Listing: Reformat the Inventory Listing report, so that it can be exported to excel.  The report now shows one line of data per product.

• Standing Journals: Add status information while standing journals are processing.

• Reports > Customer > Unfulfilled Orders: Added Location of the Order, the current Stock on Hand at the location, and the current total Stock on Hand of the product at all locations.

• Reports Customer Statements: When printing a customer statement with today’s date being earlier than the reports EOM date, the report now has the option of using the printing date rather than the date of the last day of the month.  If the current month is March 2010 and today is 25th March 2010, printing the report today, the date printed will be 25th March 2010 rather than 31st March 2010.  To enable this setting contact eccoSOFTWARE.

• Reports > GST Details by Date: The GST Details by Date report now has a printing date and the heading is correct.

• Reports > Transaction Batch Listing: Reformat to make the Transaction Batch Listing report more legible, informative and easier to export to Excel.

• Inventory default format updated: Updated the look and fell for our most common ‘standard’ format Customer Invoice documents.  If you are not using a customised invoice format then you may notice this updated layout.

Financials Bug Fixes

• Suppliers > Payments > Batch Pay: Will now use the default bank account on entry to the Supplier Payments main screen.  Previously this screen would default to the first bank account in the list, not necessarily the default bank account

• Education Reports: Resolved printing issue where the ‘Textbook Listing’ report would return incorrect data if reporting on multiple semesters

• Supplier > Payments > Batch Pay:

• Supplier > Payments > Batch Pay:

  • When selecting to pay by EFT all transactions (for the entire supplier group) in the Suppliers Payments Batch Pay screen, the system now checks the BSB details of all the relevant suppliers.  Those without BSB details are not marked for processing.  Previously, transactions from all suppliers are marked for processing via EFT without checking the BSB details.

  • When using Suppliers Payments Batch Pay for all invoices from a selected Supplier, the running total is now updated automatically.

• Inventory > Prices

  • Corrected the calculation of the Total Value of the Unit Cost group box in the Inventory Prices screen to correctly reflect installations that are configured to include GST by default.  Previously, it was calculating the value Exclusive of GST.

  • Append "Excl" text to the Inventory Prices tab in the title of the top right "Stock Levels and Value (Excl)" to clarify that the values are actually Excl GST.

• Reports > Transaction Batch Listing: Corrected the missing user name on the Transaction Batch Listing report, when printing multiple batches

• Reports > Inventory by Location: Corrected the reporting of inactive products for the Inventory by Location report.

• Reports > Chart of Accounts: Chart of Accounts report can now be exported into Excel without blank lines.

• Reports > Inventory Quantity and Value: Modified the Inventory Quantity and Value report, Last Cost and Average Cost are now both shown Exc GST.

• Corrected the unused Months Stock column to populate values for expected monthly sales coverage, monthly average sales figures are determined at monthly rollover

• Inventory: Corrected the location combo box functionality in the Inventory screen, so that when changing locations, the Product Code is not blanked out and inventory location data is properly refreshed..

• Batch Receipts: Stock Transfers into the destination location, takes the average cost value from the source location rather than from the destination location.  This ensures no change in Net COGS from stock transfers..

• Customers > Transactions > Quotes: Corrected problems with sales quotes not being able to print from both the Customer History screen and when processing a Customer Quote..

v2.2.0a

Financials

• Resolved printing issues with various financial reports.

v2.2.0

General

• The branding of mBibliofile now reflects the change in ownership of the product to Ecco Software.

Financials

• The on-hand value in the inventory statistics screen now is calculated correctly for multi-location installations.  Also sales/returns processed on DBR’s that have not been posted yet will show up in the grid.

• Resolved issue with the customer invoice which was occasionally failing to print when text lines are present on the invoice.

POS

• The End of Day Reconciliation report showing discrepancies (only) has been improved to make fault finding much quicker and easier.  The report also shows the voucher number(s) used when a voucher is redeemed on the transaction.

• There is now a system setting which relates to the Quantity/Price button on the POS screen.  You can either allow the unit price to be changed when the button is pressed.  There is no change to the quantity field functionality.  The text on the button is changed to reflect the setting.

• Resolved an issue when a VOUCHER is given as change for a returned item.  The issue relates to the Inventory on-hand quantity not being updated correctly.The functionality which expires VOUCHERS at the EOD process has been restricted to the currently logged in location only.  This ensures the right location posting functions are used.  This functionality change affects only multi location installations.

• Resolved an issue which was causing Inventory levels to be reduced by double the order amount when a Customer Order was being processed.

v2.1.140b

Financials

• Resolved internal posting error for inventory recalc’s from the POS > stock adjustment screen.

v2.1.140a

Financials

• Included additional logging of connectivity during the transmission of supplier orders via PacStream.

v2.1.140

Web

• Resolved an issue where confirmation emails showed an incorrect figure for customer discounts due to rounding.

Financials

• Enhancements made to the inventory statistics screen that will provide a more accurate representation of inventory movement.  The statistics screen will now include customer returns (as a negative in the Sales row) and supplier returns will remain on the screen when finalised.

• Increased the length of the ‘External Ref’ field in the Supplier > Transactions > Claims screen to provide consistency with all other Supplier Transactions screens.

• Customer ‘consignments’ will not be available to ‘Invoice’ from the Customer > Transactions > Invoice screen as doing so will cause inconsistencies between the order, delivery, and invoice.  Consignments should be ‘Invoiced’ from the Customer > Transactions > Consignments screen.

• Modified the ‘Consignment Listing’ printout to ensure a similar look and feel to other customer facing printouts.

• Supplier orders sent via Pacstream can now be marked as ‘Forward Charge’ if required.  Select the check box ‘Forward’ from the Supplier > Transactions > Transmit screen to send a order that is forward charge via Pacstream.

*mBibliofile v2.1.140 includes mFinancials modifications up to v2.3.47.837.  mFinancials release notes can be viewed at; http://www.eccosoftware.com.au/?p=567

v2.1.139

POS

• Customer receipts now show the voucher number when a voucher is used as a method of payment.

• The previous release of mBibliofile did not allow superseded items to be added to a sale, this issue has been resolved.

• The end of day reconciliation report will now accurately report CASH for DBR’s that have a transaction with CASH in both method of payment 1 and 2.

• Resolved issues with unit costing for orders created from the Books Import screen.

• In some cases customer orders and invoices would not print correct totals for transactions generated from the POS module, these issues have been corrected.

Web

• Added functionality to the Web Listener that allows confirmation emails to be sent to customers when orders are processed.  Please contact the Ecco Software team if you would like to discuss enabling this feature.

Financials

• Improved the layout of the ‘List of Selected Inventory Items’ report, available from the Inventory search screen throughout the application, to ensure that ISBN’s do not get cut off in the report.

• Supplier > Transactions > Claims report now shows the ‘Reason’ if selected when processing the Claim (VHD0004445).

• Supplier > Transactions > Receipts screen; barcodes will now print on the nominated barcode printer if the user selects ‘yes’ when asked ‘Do you want to print labels for this delivery?’.

• In some cases barcodes printed from the ‘Deferred Barcode’ report did not print the correct price, this issue has been resolved.Multi location installations of mBibliofile now have the ability to specify the delivery address of supplier orders created from the Supplier > Transactions > Batch Orders screen.  Select the location that will receive the delivery from the ‘Warehouse’ drop down list.  This feature is only available for installations that do not receive deliveries at a single location.

Bug Fixes

• Groups: Resolved issue in the Groups screen where Group Titles with leading spaces failed to display.

• Reports > GST: Resolved issue with missing GST Transactions, specifically Customer Receipts to GST GL Account, not being listed in the GST report.

Enhancements

• Reports > Budget Listing: (Issue #) Enhanced the Budget Listing report to be able to filter by the 3rd Segment, often used as the Branch, and Sort Code. Additionally, the report can now be summarised by the Segments.

• Reports > Inventory Best Worst Sellers: (Issue #) Enhanced the Inventory Best Worst Sellers report to allow filtering by Supplier and Departments.

• Transaction List: (Issue #) Enhanced the Transaction List pick list to have the Branch information displayed.

• Reports > Order: (Issue #) Added Carrier Information onto the standard Order transaction print out.

• Reports > Sales Breakdown: (Issue #) Enhanced the Sales Breakdown report when group by Inventory Items to display with the Account Number prepending to the Title.

• Web Listener > Carrier Information: (Issue #) Added ability in the Web Listener to include the Carrier (Shipping) Information as a Text Line on the financials order after being processed from a web order. The system setting "Use Web Carrier inserted as Order text line" needs to be enabled.

v2.6.56.1462

Bug Fixes

• Reports > Balance Sheet: (Issue #975) Resolved issue on the Balance Sheet Year Comparison report now shows Accounts that may have current zero-balance but in the previous year have a balance. Altogether, only Accounts that have all zero-balances for current, no current movement, and a year ago (this correction), are not shown. 

• Reports > EFT Remittances: Resolved issue with the Totals of the EFT Remittances to now print on the same page, and save paper. Previously, on some desktops and depending on the fonts and printers being configured, the spacing in the Totals section at the bottommost of the report could not fit on the last page of transactions.

Enhancements

• Reports > Inventory Back Order: (Issue #951) Added a new Inventory Back Order report that lists all the Inventory items that are currently on demand from Sales Outstanding Orders and how to best manage supply through Purchasing.

• Reports > Transfers: (Issue #984) Enhancement to the Transfer Outstanding report to have additional fields, such as Current Evaluated Value of Transfer and Current Stock on Hand.

• COGS: (Issue #696) Enhancement to allow additional GL Postings for Did Not Invoice (DNI) COGs. The system setting of ‘Use Inventory in Progress GLs’ needs to be turned on and the Branch autoposting accounts need to be setup. This enhancement remedies the situation where a Sale may have been despatched but not yet invoiced, causing the P&L to report inconsistent profits because it has included the COGS (for the despatch) but have yet to include the revenue (for the to-be invoice).

v2.6.55.1437

Bug Fixes

• Transactions: Resolved issue of incomplete Delivery Address Details being recorded on and when processing a Transaction.

• Inventory > Stock Transfer Edit: (Issue #829) Resolved issue with Editing Stock Transfers creating stock valuation discrepancies.

• Payments/Receipts: Resolved issue with the Payments/Receipts screen popping up random messages when processing a transaction that has a duplicate cheque number.

Enhancements

• Stock Adjustment: (Issue #943) Changes to the Stock Adjustment screen, to prevent user from changing stock levels for other branches (including the Recalc Button). This is to protect against Head Office changing stock levels for a branch, and at the same time the branch sells that item (this can cause conflicts in stock levels when data is synchronised via comms).

• Reports > Sales Breakdown: (Issue #950) Added ability to Group sales transactions by the Inventory Part No (but not filter) at any of the three report grouping levels  in the Sales Breakdown report, both the Standard and Rolling 12 Months modes.

• Transactions: (Issue #909) Added Tool Tips on the Financials Transaction screen when the mouse is moved over the four Total figures.

• Reports > GL Transaction History: (Issue #939) Changes to GL Transaction History report to include columns for the ledger each transaction relates to (e.g. customer, supplier, or G/L).

• GL Postings > Delivery: (Issue #663) Changes to the GL Postings (COGS) of Delivery Transactions to have a consistent Internal Reference Number as the Delivery SL Postings. Previously for one-off invoicing, the Internref Reference Number of COGS GL Postings assumed the Invoice Internal Reference Number.

• Company Maintenance: (Issue #841) Added Company Fax, Phone, Web, Email to the Company Maintenance screen.

• Rollover: (Issue #787) Pruned Customer and Supplier Balance Recalculation at EOM Rollover, as it is no longer needed since the balances are calculated on-the-fly. Rollover should run slightly faster now.

• Stock Transfers > Void: Resolved issue of the robustness of stock valuation regarding Voiding Stock Transfers by restricting Stock Transfers to only be voided if the original Transfer has yet to be Comms to other locations.

• Reports > Transaction Batch Listing: Added listing of Internal Reference Numbers for Delivery Costs Listings.

v2.6.54.1405

Bug Fixes

• Inventory > Stock Transfer: (Issue #921) Resolved issue to disallow Stock Transfer of Non-Diminishing and Inactive items. Also disallow Stock Transfer of Non-Diminishing items in the Stock Receipts screen.

• Reports > Inventory/Sales Breakdown: (Issue #933) Resolved issue with the bad alignment of the Excel-exported column headers in the Inventory Breakdown and Sales Breakdown reports.

• Transaction Search: Resolved issue with the Transaction Search screen when searching switches from [viewing] purchases to sales, that then incorrectly fails to find the searched transactions.

• Transactions > View: (Issue #909) Resolved issue to show the Total Exclusive Tax Exclusive Discount Price and the Total Discounts in the Transactions View screen at the bottom of the item listings.

• Reports > Unfilled Customer Orders: Resolved issue with the Unfilled Customer Orders that now shows items whether they are placed on a supplier purchase order or not. Previously it was only showing items that had been placed on a supplier purchase order.

• Customer Receipts > Printing: (Issue #936) Resolved issue with the Deposit Slip not printing when processing a Customer Receipt for a Head Office (Parent) Customer.

Enhancements

• Reports > Inventory Breakdown: Make the Inventory Breakdown report available for single location installations.

• Reports > EFT Remittances: (Issue #931) Added options as a system setting ‘Use Full Page Printing for EFT Remittances’ to allow the printing the EFT Remittances in full page mode. By default the EFT Remittances do not print in full page.

• Inventory > History: (Issue #938) Added to the Inventory History screen the Total Quantities displayed at the bottom of the transaction spreadsheet for Sales, Purchases and Stock Adjustments.

• Batch Receipt: (Issue #937) Added an option to block the processing of imbalanced batches being received within the Supplier Batch Receipt screen. The system setting ‘Block Imbalanced Batch Receipt/Invoice’ defaults to unblock (with a warning to proceed or not).

• Inventory > Prices > Cost Price History: Enhanced the Cost Price History reporting to show as many transactions as the user wants.

v2.6.54.1361

Bug Fixes

• Reports > Inventory Quantity & Value / Significance / Stocksheet: Improve the robustness of Inventory Quantity & Value / Significance / Stocksheet reports.

• Reports > Sales Breakdown: (Issue #890) Resolved issue with the Sales Breakdown report crashing when a large number of options are selected for the First Report Group Filters.

• Reports > Sales Breakdown: (Issue #888) Hide the number of sales tally in the Sales Breakdown report for installations that uses POS as the number of sales does not reflect the individual cash sales.

• Dashboard: (Issue #886) Refine the Dashboard to cater for special scenarios where the Subsidiary Ledger tallies do not reflect Journals, Receipts and Payments transactions of relevant GL Items.

• Reports > GST: (Issue #842) Resolved issue of GST GL Items on invoices that previously does not appear, but now does on the GST report.

• Suppliers > Inactive: (Issue #800) Resolved issue of Inactive Suppliers previously being able to be selected and used, but now not available in the Supplier Stock Receipt, Order and Order Cancel screens. There is however a warning prompt for System Administrators and allows to proceed or cancel.

Enhancements

• E-Commerce Website: (Issue #797) Added functionality to manage Inventory and Product Group Web Availability for the E-commerce Website.

• Receipts/Payments: Added System Setting entries called ‘Allow Duplicate Receipt Numbers’ and ‘Allow Duplicate Payment Numbers’, which are used to allow/prevent duplicate receipt/payment numbers from being entered in the Financials Receipts/Payments screens (this is set to No by default). 

• Reports > Inventory Breakdown: (Issue #887) Added a Last Sold Date onto the Inventory Breakdown report.

• Reports > Outstanding Supplier Orders: (Issue #885) Added ability for the Outstanding Supplier Orders report to filter by a Product Group.

• Residual Values: (Issue #859) Added ability to automatically write off Stock Residual Values when applicable upon stock transfers. Automatic write off of Stock Residual Values can be turned on by the system setting ‘Use Auto SOH Residual Cleanup upon Trans’.

• Reports > Sales Breakdown: (Issue #896) Added Filtering capability for the Second Report Grouping in the Sales Breakdown Report.

v2.6.54.1197

Bug Fixes

• Suppliers > Payments: Resolved issue with checking the ABN number upon Supplier Payments prompting for ABN.

• Transactions > Invoice: (Issue #719) Resolved issue for Windsor Fabrics with rounding errors for Invoice/Credit Note printouts.

• Transactions: Resolved issue to improve robustness when the user accidentally blanks out the order number while processing invoices.

• Reports > Outstanding Orders – Customer: (Issue #694) Updated report to separate customer code and title. Also fixed application problem with sorting report by customer code, title and group.

Enhancements

• Reports > Stock Turnover: (Issue #599) Added a third option to the Stock Turnover report – Additional grouping in the summary view: by the first character of the group name.

• Reports > Sales Breakdown: (Issue 681) Added 5 enhancements to the Sales Breakdown report: (1) to merge and order Invoice and Inventory details, (2) with an option to filter on the first grouping, (3) with an option to show consistent grouping summaries even if grouping summaries have no transactions, (4) and show a rolling 12 months sales history, (5) export sales transactions with the complete set of groupings.

• Customer Records / Suppliers Records: (Issue #379) Enhancements to Financials screen (Customer & Supplier) to extend title and address fields to 60 characters.

v2.6.54.1175

Bug Fixes

• Customers Transactions > Credit Note: (Issue #667) Resolved issue to allow Credit Notes be processed even if Customers have already overused their Credit Limits.

• Reports > Aged Balance Suppliers: (Issue #582) Resolved issue with Supplier Credit Notes displaying the transaction date in the due date column of the Aged Balance Suppliers report.  Transactions were therefore being aged incorrectly.

• Transactions: (Issue #680) Resolved issue with the Tax Calculation in the Transactions GL Item screen when manual tax is put in but if the price is changed, the tax should no longer be in manual mode and tax should be recalculated. This makes it consistent with the Inventory Item screen.

• Transactions > Credit Remaining: (Issue #689) Resolved issue with the miscalculation of the Credit Remaining when adding items onto an Invoice.

• Payments > EFT: (Issue #690) Resolved issue in the EFT ABA file generation screen to allow processing of Payments to Customers into the ABA file. Previously, EFT Payments to Customers cannot be processed into the ABA file, therefore, there was no method to remove these EFT ABA transactions.

• Reports > Transaction Batch Listing: (Issue #679) Resolved issue in the Transaction Batch Listing report to list all the GST Code components in the invoice. Previously, when the invoice consisted of multiple items on different GST Codes, only the GST Code of the first item was shown.

• Fund Transfers: Resolved issue with backdated Bank Fund Transfers now posted with consistent Period Number to Transaction Date.

Enhancements

• Reports > Profit and Loss Departmental: (Issue #684) Added feature to the Profit and Loss Departmental report to allow an option to print the chosen Month’s Movement rather than the Year-To-Date (YTD) figures.

v2.6.54.1165

Bug Fixes

• Reports > Profit and Loss Monthly: Resolved issue with the P&L Monthly report incorrectly showing Balance Sheet grouping titles when the Second Grouping is selected.

• Reports > Customer List: (Issue #605) Resolved issue with the Customer List report not being able to filter by customers.

• Dashboard > Details > Print: Resolved issue with printing out the Dashboard Trial Balance detailed report with Difference values incorrectly calculated.

• Transactions > Batch View: (Issue #660) Resolved issue with the transaction batch information view of GL items being incorrectly tax inclusive.

• Journals: (Issue #652) Resolved issue with restricting the Account Title from being modified when processing General Journals.

• Transactions: (Issue #648) Resolved issue with restricting inactive Suppliers/Customers/GL Accounts from being selected to process transactions in a number of screens, such as General Journals, Standing Journals, Receipts, Payments, and Invoices.

Enhancements

• Reports > Aged Stock: (Issue #674) Added feature to the Aged Stock report that allows choice selection of Ageing Band Structures to use.

• Groups > Terms: (Issue #567) Added additional options the Supplier/Customer Groups Monthly Terms for two additional calculated due dates of either on the last day or the 14th day from End of Month.

• Customers > Mailout > Listing: Added Phone Numbers to the Mailout Customer Listing report.

• Suppliers > Payments > Batch Payment: Added into the Supplier Batch Payment screen the option of overriding Tax Withheld for Suppliers without ABN numbers, upon processing the payments of each suppliers.

v2.6.54.1147

Bug Fixes

• Reports > Transaction History GL Account: (Issue #640) Resolved issue with the Transaction History GL Account report when filtering from/to other than by account number. Improved efficiency of report processing.

Enhancements

• Sales > Non-Diminishing Items: Added a new system setting for enabling the use of COGS for non-diminishing items in Sales, and acting as protection (when disabled) for systems that ignores COGS on sales of non-diminishing items. By default, is disabled. Previously, if non-diminishing items had a last cost (due to the same item being used on both purchases and sales), the last cost is automatically used as COGS on Sales.

v2.6.54.1131

Bug Fixes

• Dashboard > Inventory Transactions: Resolve issue with the robustness of the Dashboard Detailed Inventory Transaction Discrepancy Search functionality to overcome transactions with multiple reference numbers on the one batch.

Enhancements

• Reports > Inventory Breakdown: Created a new Inventory Breakdown Report in landscape that allows the current Stock On Hand to be broken down into three levels of groupings, optional filtering for negativity in stock, and additional levels of inventory details. The report can be run (if no location grouping is selected) with an option to show the quantity components of the first 10 locations into columns.

• Reports > GST by Date/Batch: Enhance the GST by Date/Batch reports to include a Transaction Type column and Journals made to the GST GL Accounts. Additionally, added a colouring scheme for improved readability and made these reports more robust by using database views.

• Reports > Sales Breakdown: Enhance the Sales Breakdown report to have the option of filtering Sales Invoices by a GP% range. The feature is enabled when Show Invoice Details is selected.

v2.6.54.1099

Bug Fixes

• Reports > Customers related: Resolve issue with a number of Customer report screens now hide parameters for undefined Customer Analysis.

• Customers > History: Resolve issue with displaying Customer History O/S items and the 26th record was not being added to the grid (only happens when there are more than 26 records to add to the grid, and the default grid row count was also 26).

• Transactions > Invoices: (Issues #550/551) Resolved issue with the consistent display of the Trading Terms of End Of Month (EOM) on screen and printout of Transactions.

• Reports > Profit & Loss Monthly / Departmental: (Issue #470) Resolved issue with the Profit & Loss Monthly / Departmental reports showing Totals for 12 months/departments, even though the report was selected to print for any number of months/departments less than 12. Also resolved issue with some missing accounts due to a rare scenario when printing with the full set of 12 months/departments.

• Reports > Profit & Loss Comparative: (Issue #470) Resolved issue with the Profit & Loss Comparative report to hide Accounts that have zero-balance Budgets and Actuals.

• Suppliers > Payments: (Issue #546) Distinguish between an EFT and non-EFT payment in the printing spool. Previously, if the payment was processed as an EFT, reprinting from the spool as a cheque was incorrectly allowed, thus the user was not able to know if the original payment was an EFT or not.

• Reports > Profit & Loss Departmental: (Issue #549) Resolved issue with trailing department headers not suppressed when not required in the Profit & Loss Departmental report.

• Suppliers > Transactions > Invoices: Resolved issue with Supplier Batch Invoicing on multiple orders, whereby the invoice item lines were not assigned appropriately in sequence to allow appropriate viewing/printing of the invoice.

Enhancements

• Reports > Sales Breakdown: (Issue #564) Added Customer Sort Code to Sales Breakdown Report Grouping options. Additionally, hide any unused Customer Analysis report grouping option. Some cosmetic reformat of the Sales Breakdown report and making the report robust.

• Reports > Customer Statements: (Issue #547) Added enhancement to allow users to print the Customer Statements for the first previous month, rather than just the current month which was previously restrictive as the Customer Statements could only be printed on the last day of the month before the EOM Rollover.

• Reports > Print Spooled Remittances: (Issue #548) Added enhancement to extend to Super Users to be able to View the Print Spooled Remittances reports before printing. Previously, all users were restricted to send the report to only the Printer.

• Groups > New: Added enhancement to the process of creating a new Customer/Supplier Group, whereby the automatic posting accounts of the new Group default to the same automatic posting setup of an existing Group, the last Group that was actively selected.

v2.6.54.1085

Bug Fixes

• Reports > Profit & Loss: (Issue #470) Resolved issue with the incorrect budget figures in both the general Profit & Loss Statement and the Profit & Loss Comparative.

• Dashboard > Inventory On Hand Transactions: Resolved issue with the Dashboard not calculating the Inventory On Hand Transactions Subsidiary Ledger tally correctly due to a particular scenario whereby transactions on the same order have the same reference numbers.

• Lookup Tables > Additional Address Details: Resolved issue with Address Types set as Unavailable in the Lookup Tables, now consistently do not appear for selection in the Customers Address details and Transaction Address details.

• Customer > Transactions > Invoices: (Issue #519) Resolved issue with Customer Invoices reprinting with a product dropping off (underlain) when the invoice printout goes over multiple pages, due to a large number of items.

Enhancements

• Groups > Trading Terms: (Issue #500) Added Enhancement to the Supplier and Customer Groups Trading Terms functionality with an additional option for a new type of Trading Terms of Days After EOM to complement with the existing Days After Transaction Trading Terms. This enhancement is only applied for new Invoices created from within Financials, and does not include any changes to existing reports and aging principles as yet.

• Stock Transfers: (Issue #514) Added Enhancement to allow the option of limiting the Inter-Branch Stock Transfer automatic postings to the P&L GL Accounts only and ignore the automatic postings to the Balance Sheet GL Accounts for Stock Transfers. Previously if the system setting USEBRSTOCKTFRGL is switched on, both stock transfer GL Accounts are posted to. There is now a new system setting added "Use Inter-Branch Stock Tfr GLs Bal.Sheet" which if switched off, does not post into the Stock Transfer Balance Sheet GL Accounts.

v2.6.53.1071

Bug Fixes

• Reports > Customer Statements: Resolved issue with the incorrect Opening Balance of the Customer Statements, caused by Journal Payments.

• Reports > Customer Statements: Resolved issue with report footers having blank lines on the customer statements.

• Stocktake: (Issue #508) Resolved issue where answering ‘No’ to the question "do you want to reload stocktake" in the Stocktake screen would save duplicates for the batch.

v2.6.53.1064

Bug Fixes

• Access Controls: Resolved issue with some screens causing scrambling of Access Control Configurations. Accompanying with this resolved, requires data correction to any existing Access Control Configuration data.

• Inventory > Prices > Total Value: (Issue #485) Resolved issue with the Inventory Prices tab which sometimes showed an inconsistent Total Value for the Stock Levels and Value when All locations are selected.

• Customers: Changes to customer screen to always use the database location code when creating new customers when the system is set to use automatic customer code numbers. This fixed the problem of users logging in, selecting a different branch (in the Change Company screen), and creating customers which can cause duplicate customer codes.

• Customers > Quotes > Credit Limit: (Issue #488) Resolved issue with Quotes, so that they are not limited by Credit Limits.

• Reports > Customer Statements: Changes to customer statement report to fix problem with printing the correct customer terms (i.e. COD, 7 days, 14 days, 30 days, etc.) when calculating ageing on transactions. Previously the report was printing all balances as current (was not ageing correctly).

• Suppliers > History: (Issue #503) Resolved issue with the Supplier History screen incorrectly showing the Payment Discount as ex.GST. The Transaction History Supplier report is also updated to correctly reflect the Payment with settlement discounted, which incorrectly doubled reduced by the amount of the returned GST.

• Reports > P&L Statement by Date Range: (Issue #470) Resolved issue with the P&L Statement by Date Range report which was inconsistent in the Budget signage with the P&L Comparative and P&L Statement reports. [Note: Budgets for Income Accounts are put in as negative figures]

• Reports > P&L Departmental: (Issue #496) Resolved issue with some headings and totals failing to line up correctly on the same row when exporting to Excel.  Blank lines have also been removed.

• Reports > P&L Departmental: (Issue #504) Resolved issue in the P&L Departmental report, where it crashes the application when the user enters a department range (e.g. department 1 to 12).

Enhancements

• Groups: (Issue #493) Extended the ability to specify the Group Number with up to 4 digits, previously 3 digits, on the Groups screen.

• Reports > P&L Monthly: (Issue #477) Enhanced the P&L Monthly report to include 12 months of review, rather than just 10 months as previously.

• Access Control: Added enhancement to improve the relevance of reports listed in the Access Controls Configuration.

• Reports > P&L Departmental: (Issue #471) Added 2 extra columns for 2 extra branches on the P&L Departmental report.

v2.6.52.1041

Bug Fixes

• Reports > Purchase Invoice: (Issue #420) Resolved problem with the Purchase Invoice printout showing zero values for text lines.

• Reports > Transaction Batch Listing: (Issue # 457) Resolved problem with the Transaction Batch Listing report, which now correctly reflects the full amount in the Creditors/Debtors Ledger Summary when printing batches with multiple subsidiary ledger postings.

• Customers > Records > Credit Limit: (Issue # 459) Resolved problem with the Customers Credit Limit not being applied in Financials. The correction includes consolidating on the Credit Limit Action system setting of one of the following: "W" for Warning – Warning Message but allow option to proceed or not. "A" for Authorisation – Warning Message then require Manager’s authorisation (Managers are specified in the Define Authorised Staffs system setting, which defaults to Manager and Administrator). "R" for Rejection – Warning Message and blocks altogether.

• Reports > Transaction Batch Listing: Resolved problem with the Transaction Batch Listing report to now exclude non-diminishing products for the Subsidiary Ledger Delivery Costs, since they are not posted to the GL Inventory Costings accounts.

• Customers > Transactions: Resolved problem with customer deliveries being posted without external reference numbers in the customer delivery line items, although did posted to the complete customer delivery transaction.

Enhancements

• Suppers > Payments: (Issue #397) Added the Balance Amount Remaining and Total Invoiced fields into the remittance advices. Also allow option to print spool remittances in a non-cheque format by changing the report (e.g. chequerun.rpt to chequerun2.rpt) name in the Reports Edit screen. Also added more address details on the non-cheque Remittance report.

• Customers/Suppliers > Records: Enhancements to Customer/Supplier Maintenance screens to show the date the record was last modified (shown at the bottom of the customer/supplier details tab).

v2.5.51.1026

Bug Fixes

• Bank Reconciliation: Resolved problem with the Bank Reconciliation statement not recognising some transactions due to the NULL value for Tax Amount.

• Company Maintenance > BAS: Resolved problem with BAS screen where a Recalc’ would crash the application due to an incorrectly formatted string when adding error entries.

• Customers > Receipts: Resolved problem with the Customer Receipts screen not printing Receipts from GL Accounts.

• Dashboard > GST: Resolved problem with the incorrect calculation of the Dashboard GST Sales/Purchases SL Totals for clients who have already started operating their business last financial year. Previously, the GL and SL for GST could not have balanced each other on the Dashboard screen.

• Dashboard > GST > Details: Resolved problem with the Dashboard Detailed unbalanced batch search for GST Sales/Purchases, being incorrectly signed between the GL and SL. Therefore previously, all transactions were judged to be unbalanced, even though they were not.

• Reports > Customer List: Resolved problem with the Customer List report having missing Suburbs and States details.

• EOY Rollover: Resolved problem with EOY Rollover posting incorrect profit transfer amounts by including [future] transactions of the next financial year. Now it posts correctly the balance of profit and loss accounts of the closing-off financial year as the Profit/Loss Earned

• Suppliers > Records > History > Credit Notes: Resolved problem when viewing a Credit Note in the History screen, which now correctly shows the "Credit Number" label (rather than "Invoice Number".

• Funds Transfer: Resolved problem with the Fund Transfer screen that sometimes shows up incorrect current Bank Balances.

• Access Controls: Minor changes to several screens that were causing problems with the Access Control screen.

• Suppliers > Payments > Discounts:  Resolved problem with posting an obscure amount back on the creditor account which then makes the amount owing incorrect, when given a discount for a Supplier Payment.

Enhancements

• Stock Adjustment: Added option to conduct a Product Recalculation for only one location, the only location that is shown in the Stock Adjustment screen. Previously, the Recalculation is conducted for all locations. Note the new feature of only showing one location stock on hand in the Stock Adjustment screen. The ‘Use Multilocation Stock Adjustment’ system setting must be set to FALSE for this feature to work.

• Reports > Transaction History GL Accounts: Minor change to GL transaction history report to include MKRECID to ensure report is always sorted the same way after each print, especially if two or more transactions have the same transaction date and batch number.

• Customers > Transactions > Quotes: Added option to print branch addresses on Quotes.

• Reports > Aged Supplier Balance: Removed blank lines from Aged Supplier Balance report and corrected the alignment problem with the totals when exporting to Excel.

• Stock Receipt: Added internal invoice number to the Stock Receipts report.

v2.5.51.1002

Bug Fixes

• Inventory > Prices: Resolved problem with the display of the Average Cost in the Inventory Prices screen, which always showed as zero when qty on hand is less than zero.

• Company Maintenance > Rollover: Resolved problem with rollover to correctly populate Comms fields for Last Balances.

• Supplier Payments > EFT: Resolved problem with the Microsoft middleware to robustly round values correctly when values are saved on the ABA file.

• Transactions > Print Transaction: Resolved problem with printing the Rpt Comments on the processed transactions correctly with return/newline characters.  It’s no longer necessary to pad the comments to force newlines.

• Suppliers > Purchases > Print: Resolved problem with potential scenarios where rounding discrepancies exist between the Purchase Invoice printout and the data in financials. Previously, these discrepancies have caused discrepancies in the Payments of Invoices.

Enhancements

• Reports > Inventory Qty and Value: Reformat the Inventory Qty and Value report so that each item sits on one line only. Also removed blank lines when exporting to Excel.

• Reports > Print Spooled: Added in Date Range filters on the two Print Spooled reports.

• Journals: When a journal has been processed, the Journal Reference number and Batch Number are presented to the user for future references. This is important if the system is configured to automatically generate Journal Reference numbers.

• Company Maintenance > Rollover: Now displaying more meaningful messages when doing EOM rollover.

• Batch/Stock Receipt: Show internal reference number on the Stock Receipt as Order Number on report.

• Stock Transfer: Added option to print/not print Transfer Docket on Transfer In. The system setting ‘Print Docket in Stock Transfer In’ can be configured.  By default on application update, this is set to True.

• Reports > Customer Outstanding Orders: Improved the performance of the Customer Outstanding Orders report by using a SQL view instead of pre-processing report data.

• Payments/Receipts: Added Due Date column to the Payment/Receipt OS Invoice screen, and allow a system setting ‘Sort Receipts\Payments by duedate?’ to sort by Due Date, defaults on application update to ignore sorting by due date.’

• Comms: Increased some database field sizes to support the running of comms on a high frequency schedule (e.g. every 15 minutes).

• Reports > Customer Statements: Removed excess white space from the bottom of the report.

v2.5.51.985

Bug Fixes

• Inventory Search: Re-label ‘On Hand Qty’ to ‘Avail’ in the Inventory Search screen.

• Reports > Customer Statements: Resolved problem with customer statements printing incorrect Opening Balances when printing for previous months.

• Stock Receipts: Add Bin Numbers and OH details on the supplier stock receipts (Only available if per-location Bin Numbers feature is enabled).

• Bank Reconciliation > Print: Resolved problem with the Bank Reconciliation report header – now correctly indicates the date of the report end date.

• Supplier Payments > EFT: Resolved problem from the EFT screen, after the ABA file is generated, where there is no need for a popup warning regarding no transactions found.

• Fund Transfers: Resolved problem with the Fund Transfer screen so that the Bank Accounts are now correctly listed.

• Customers > Records > History > Print: Resolved problem with the Customer History printing report to include on the report header the Customer Account/Name, Location chosen and Date From.

Enhancements

• Reports > Customer List: Address details in the customer list report are now separated into multiple lines to better support exporting to excel.

• Bank Reconciliation: Added ability for the Bank Reconciliation screen to be able to hide transactions after the specified report end date. Changed the Balance field to tie into the Report End Date.  The screen no longer resets the user-entered Current Bank Balance so that the user does not have to re-enter it every time the transaction grid refreshes.

• Stock Receipts: When the Supplier Receipt has been processed, the system now prompts the user to confirm that the receipt report has printed successfully.

•  Reports > Transaction History – GL Account: Added Opening Balances to the Transaction History – GL Account report.

• Groups : Hide the Open Items and Payment Text fields within the Groups screen, which have no function in the application.

v2.5.51.956

Bug Fixes

• Suppliers > Transactions: Resolved problem with processing a supplier invoice that has a GL Item. This problem was only occurring when having no Supplier Group of GroupNo "1" setup.

• Groups > Suppliers: Resolved problem when changing the Suppliers Group Tax GL Autoposting accounts on installations that are set to use Simple Postings.

• Reports > Inventory by Location: Resolved problem with the Inventory by Location report where when specifying the To Product to be filtered by, this field was completely ignored. Also corrected the report header to reflect correctly if the report is a Summary or Detailed report.

• Customers > Transactions > Quotes: Resolved problem when Invoices are raised from Quotes, the Quotes should be closed. Previously, the Quotes stayed opened.

Enhancements

• Customers > Records: Disable the frequent buyer check box in the Customers Records screen when the system is not set up to use the frequent buyer functionality.

• Customers > Transactions > Invoice: Add a system setting "Auto Offset CustInvoice With Payment" to disable /enable the functionality of Automatic Payment Offset on Invoice. Previously it was hardcoded as enabled for installations using POS and disabled for all other installations.

• Inventory > Stock Transfers: Upon doing a stock transfer, the system routinely checks for the validity of the Truck Location number specified in the system setting.

• Reports > Customer Statements: Cosmetic change to the text specified in the Customer Statements printing screen, from "Parent Statements" to "Exclude Child Statements", in order to reflect consistently what the report is printing.

• Reports > Print Spool Remittances: Reformat the Supplier Spool Remittance report to include the company fax number and corrected the paging information when there are more than 15 transactions on an Account that prints over multiple pages.

• Customers: Enhancement to Customer Contacts screen: Added new field for contact type which can be used in reporting on specific contact types (e.g. ‘Accounts Payable’). Added new reports to list customer additional addresses. Added new reports to list customer additional contacts. Added new reports to list supplier additional contacts.

• Customers > Records > History: Don’t show Amt Paid column for Quotes listings in the Customers History screen.

v2.5.51.942

Bug Fixes

• Stocktake: Corrected problem with zeroing the quantity of products when processing a stocktake, whereby the Stock on Hand summary Value (used by the Inventory Quantity and Value report) is incorrectly zeroed, since other locations may still have Stock on Hand. Although, an Inventory/Product Recalc would resolve this error caused by the stocktake. (Issue #173)

• Reports > Sales Analysis: Corrected problem with the Sales Analysis report duplicating all items. (Issue #62)

• Customers > Transactions > Batch Order: Resolve issue with batch order screen which was not populating the correct cost when installation configured to use standard cost.

• Customers > Records > History > Quotes: Corrected problem with the Customers History screen not being able to list Cancelled Quotes, due to the error in the Quote Cancellation process whereby the Quotes were incorrectly converted into Cancelled Orders. (Issue #205)

• Company Maintenance: Corrected problem with not be able to process future transactions when the application has not rolled over to the new financial year. The periods of the new financial year are now listed and the status of these periods are now Opened by default.

Enhancements

• Reports > Transfers: Added two new Transfer From and Transfer To edit fields for printing the Transfers report, which the user can specify to filter the source and/or destination locations. Also reformat the Transfer report and include more informative headings. (Issue #192)

• Stock Transfers > Transfer In: Manual Input Stock Transfers now automatically defaults to the current date, rather than blank. Also the Transfer From location defaults to the same location as the first row. (Issue #185)

• Inactive Products: Change to the Batch Order and the Add to Draft screens to disallow ordering of inactive items. Note that there will be no warning messages. Let the Batch Receipts screen to allow receiving of inactive items, but the system gives a warning. (Issue #4)

• Customers > Transactions > Quotes: When Customer Orders are raised directly from Quotes, the Quotes are now closed and completed. (Issue #205)

• Customers > Records > History: Added Quotes Completed to the Customers History screen, which lists Quotes that have been converted into Orders. Completed Quotes can be printed out. (Issue #205)

• Rollover > Residual Cleanup: Residual Cleanup is now available for Single Location installations.

• Inventory Search: Add functionality to allow search of items by brand. Also changed logic to searching author and title. Now you can enter keywords to find an author or title. This is a change from the previous method of knowing the order of keywords in the title or author. Include like searches in SQL filter.

• Stock Transfers: The receipt printout of a stock transfer now includes the location description at the top.

• Reports > Inventory Quantity and Value: Minor cosmetic reformat of the Inventory Quantity and Value report to have column headers that specify the value as being exclusive tax.

• Dashboard > Inventory Transactions: Change the way how the GL Balance of the Inventory Transactions is calculated. It is now calculated without refering to summary Last Balances (as the Inventory On Hand does). This can help identify if a General Ledger Recalculation is required or not, i.e. if the GL Balances between the Inventory on Hand and Inventory Transactions are different. However, GL Balances calculated from total historical transactions can take a bit of time to run.

v2.4.50.922

Bug Fixes

• Reports > Outstanding Suppliers Claim: Corrected the problem with the Outstanding Suppliers Claim report not being able to print a single day of transactions. (Issue #178)

• Customers > Records > Mailouts: Fixed problem with customer mailout screen where the mailout flag file (mailmerge) was not being deleted when user runs report and no records were found (meaning user can’t run mailmerge again because the flag file stillexists) (Issue# 179)

• Customers > Records > Addresses: Corrected Addresses button functionalities in the Customers screen and move it from the Details tab to the Financials tab. A cosmetic change to the Customers Transaction Information window. (Issue #175)

Enhancements

• Company Maintenance > Rollover > Residual Cleanup (if enabled): Refined Residual Cleanup functionality to better safeguard the Rollover process.

• Stock Transfers: Refined Stock Transfer screens to handle costs consistently between locations when emptied from the source location.

• Customers > Records > Mailouts > Listing: Added a new email address column to the Mailout Listing report.

• Payments/Receipts: Minor changes to double check for duplicate G/L receipts as well as for customer receipts. This was reported by Australian Galleries when entering a G/L receipt, then later on a customer receipt with the same reference number.

• Reports > Trial Balance: Added checks to clean up the GL reporting temporary data, particularly after running the Trial Balance.

v2.4.49.916

Bug Fixes

• Suppliers > Transactions: Corrected Rounding errors in Supplier Invoicing, caused by inconsistent discounts rounding.

• Reports > Inventory Purchases/Sales: Corrected the Inventory Purchases/Sales reports to be able to filter by product range. Also added the Location field in the report, detailed the line total label, and added a discounts column. Finally, added Inactive and Department filtering information on the report title.

• Suppliers > Transactions > Credits: Corrected errors in processing of Supplier Credits of the full total Invoice (i.e. by the initial prompt, rather than having to individually Add the quantities), which had calculated the incorrect Discounts and Costs.Bug Fixes

Enhancements

• Reports > Outstanding Customer Orders: Enhanced the Outstanding Customer Orders report, with reformatting the Account field, deleting the Account Title field, adding descriptive labels on the Line Total, allowing the user to distinguish between an invoice or a credit by the signage on the quantities and amounts, and reformatting the total sum of Line Totals.

• Transactions > Logs: Added in simple monitoring mechansims for unit costs fluctuations when processing transactions. The application logs warning messages in the error log file if the unit costs have large fluctuations from the overall average costs and last costs.

v2.4.49.911

Bug Fixes

• Customer > Transactions: Corrected the rounding errors on the Web Orders that have caused the 1 cent outstanding on the Aged Balance Customer Listing report. In particular, the 2-decimal rounding of the 10% discount of the selling price ending with 95 cents (e.g. $129.95) has caused a rounding issue between the Web Order processing and the Financials Invoice/Payment processing.

• Date Mask Field (only relevant to installations on Windows Vista/Windows 7): Cosmetic changes to screens containing a date mask field to be wide enough under Windows Vista/Win 7 (45 pixels).

• Company Maintenance > Rollover: Minor changes to the Financials Rollover function to cater for Internal Reference Numbers that have quotes (e.g. O’Hara). This was stopping the EOM rollover from completing.

Enhancements

• Reports > Outstanding Supplier Claims: Added the Our Account Number with the Supplier on the Outstanding Supplier Claims report.

• Reports > Inventory Tracking: Detailed the Amount column label on the Inventory Tracking report to be the Value Exclusive Tax and Before Discount so that the amount can be more recognisable. Also added a Discount column and reformatted the report to make it exportable to Excel in single lines.

• Inventory > History > Purchases/Sales: Detailed the Unit $ column label on the Purchases/Sales information of the Inventory History screen to be Unit $ After Discount so that the amount can be more recognisable.

• Customers/Suppliers > Records > History: Cosmetic change to Customer and Supplier History screens to stop the annoying beep when showing data has finished running.

v2.4.49.902

Bug Fixes

• Groups > Products: Corrected the blank Tracking column on the Product Group grid list in the Groups Product screen

• Reports: Reformat a number of reports for better look and exports to MS Excel. Reports include Trail Balance, Balance Sheet, Transaction History GL and Profit & loss Statement.

Enhancements

• Reports: Added a number of database indexes to improve efficiency of report generation

• Inventory > Stock take: Added a warning message as a reminder recommending the user print the ‘inventory stock on hand’ report and complete an Inventory Quantity on Hand recalculation before processing the stock take

• Rollover > Residual Cleanup of Inventory values Tolerance limit: Increased the maximum tolerance limit of this feature from $1.00 to $100.00

• Reports > Report Printing Log: Added new functionality that logs every report being printed in financials. A new report ‘ZZ Report Printing Logs’ has been added, this reports statistics relating to the number of times each report has been run in the system for the previous 10 months

• Reports > GL Monthly Movement: Added a Net Total to the GL Monthly Movements report.

v2.4.48.900

Bug Fixes

• Inventory and Inventory Search: Made the product Code and Title labels in the Inventory and Inventory Search screens consistent. These labels are now defined by new system settings. Product Code and Title has been rearranged in the search screens in the order consistent with the Inventory screen.

• Reports > Inventory Sales / Inventory Purchases: Corrected the calculation of the Line Total in the Inventory Sales and Inventory Purchases reports, which now is the total of the value (GST inc) plus the discount.

Enhancements

• Reports > Profit & loss Departmental / Profit & Loss Monthly: A Total column has been added as the rightmost column in the Profit & Loss Departmental and Profit and Loss Monthly reports.

• Reports > Chart of Accounts: Added to the Chart of Accounts report, the ability to consolidate multi-location GL Accounts via the 3rd segment by ticking the check box in the Chart of Accounts report screen. N.B. Only relevant if the GL 3rd Segment is already set up.

v2.4.48.895

Bug Fixes

• Groups > Products: Allow selection of tracking options for Product Groups in the Groups screen. Previously the tracking selection list was protected

• Reports > Transaction Batch Listing: Corrected the omission of the ‘Entered By’ user on the Transaction Batch Listing report, which occurs rarely when printing

• Reports > Inventory by Location: Corrected the Excel export of the Inventory by Location report to show zero-values, previously this report would return <Default.Format>.

Enhancements

• Transactions > Print: Provide capability to add extra fields into Transactions printouts such as Branch, SalesCode, DueDate, etc

• Rollover > Stock on Hand Valuation > Residual Cleanup: Allow cleanup of residual Stock on Hand values at End of Month Rollover where Quantity on Hand = 0 and Stock on Hand Value <> 0. This feature is available for multi location installations of mBiblioFile. The feature can be enabled by contacting eccoSOFTWARE, who can set the system tolerance level (between 0.00 and 1.00, preferably 0.02).

Developed by the team at Ecco Software, AGMACS has been completely overhauled and enhanced.  Now featuring the latest Microsoft SQL technologies, integrated mFin (full-financials) and numerous other enhancements to improve the productivity of gallery staff.

AGMACS was designed specifically for Australian Galleries, to incorporate multi-functional capabilities. To ensure maximum efficiency for sales, administration and cataloguing, the system meets the reference needs of art curators and historians and combines real-time business interaction between four galleries.