What’s New: Version Notes

New Features

Dr Smash As A Service
– Runs Continuously on the Server To Maintain Automated Tasks
Paint Sync As A Service
– Upload Paint Mixes Directly To Dr Smash With Out Mapped Drives
– Multiple Paint Machines being Monitored and updated possible
Lightstone Submissions Through API
– Can be Automatically Upload If Client Chooses
BAMS Submissions Through API
– Can be Automatically Upload If Client Chooses
Daily Reports
– Multiple Reports Added To Show Daily Movements In Each Department
– Can Be Automatically Emailed Each Day
Android Integrations Added
– Workshop Floor Manager – (Off Site Quoting, Moving Departments , Security Checklists , Adding Extras , Photos)
– Stores Manager – (Receive Orders , Mark RFC’s Collected, Issue and Return Consumable Stock , Upload Scanned Invoices To DrSmash)
Financials
– Import Bank Statements
– Default Journal Entry Types
Deposit Invoices
– Allowed for capture of Multiple Deposit Invoices on a Job, Taken into Account on Final Invoice
Job Audit Process
– New Window Added Specifically designed around Auditing Jobs
– User Rights Expanded Heavily To Provide More Granular Control Of Users Rights
– Quicker Attachments of Documents to Jobs, Invoices, etc
– Auditing of Attachments Existing for each invoice
– Gross Profit Projections and Actuals for various Date Range options and Per Employee
– Protocol/SLA Maintenance Screens , as well as expiry Dates tracking
– Ability to Define Deleted Orders Process and Tracking
– Automatic Collection and Email of Items Required To Send Off To Insurance/Assessor for Job Audit
Emerge Parts Ordering
– 3rd Party Integration Made Available
– Integrated Directly into Current Workflow
– Available From Price Request Stage through to Parts Received and Invoiced
GTMotive
– Connect To Online API
– Import Data Directly Ensuring Consistency, Accuracy and Time Saving
Invoice Follow Up
– Automatically Maintained list of Outstanding Invoice
– Full Follow Up Tracking (Calls, Emails , SMS’s)
– Payment Expected Dates
– Incoming Cash Flow Projections
– Missed Payment Date Monitoring
Forget Me Not List
– List added to Quoting to Remind Quoters of Items they can and should be charging for

Redesigned Features

Job Authorisation Updates –  Process Rebuilt from Scratch – Allows Importing the below into Already Jobbed Quotes
– Audatex API – Quote/Job Importing/Updating
– GTMotive API – Quote/Job Importing/Updating
– PDF Importing
In House Vehicles AND Fuel Recons Restructured
– Lots of additional Details and Processes available
Protocols Management
– Supplied Parts Percentages and Calculations Added to Standardise CostingSheet Calculations
– Expiry Dates
– Management Window For Overview Added for easier Access
Productivity – Overhauled
– Departments can be allocated per Employee OR per Reader
– Extensive Work Done On All Reporting
Job Spares Summary
– Window Redesigned
– Process Simplified
– Added Ability To update Multiple Parts at one time.
– Supplied Parts Process Reprogrammed
– No Process Change just a tick box
– Do not need to know at Jobbing stage , can be updated at any time before the order is placed
Wages
– EMP201- Updated to Comply With SARS Standards
– User Right Added to view Personnel Wages Information
– Loan and Leave Reconciled after a Wage Run Removal
– Only Allow Wage Rate Changes Through Standard Processes – Fully Tracked
– ALP – Additional Leave Pay – Wording Changes to Make Process Clearer
– Employer Portions Recalculation and Display made available
– Leave Days – Expanded functionality, Allowing for more Detailed Reports
– Payslip Ordering By Name Added
– Discharge Screen – Cleaned Up Tab Order for easier data capture
– Other Deductions Naming To Show Payslip
– Reports Added
– Mibco Forecast Report
– Council Recon Reports
– Wage Reports By Department
– UIF Salary Schedule

PDF Importing

New
– Added Ability for Assessors To Use the Import PDF’s Functionality
– TMS PDF IMPORT
– Compmark  PDF IMPORT

Updated
– Hollard PDF – Included Additional Versions
– Telesure PDF – Included Additional Versions
– Outsurance PDF – Included Additional Versions
– Smart Quote PDF – Included Additional Versions
– Audatex Formatted PDF – Included Additional Versions

New AND Updated Reports

New
– RFC’s Missing Credit Note Numbers
– Santam Costing Heavy Vehicle Excel Export added to Costing Sheets Options
– Automatrix Error Report Added – Report To Show Why Automatrix are Rejecting an Upload So Clients can self manage these issues
– Credited RFC Report – Date Ranged
– Quotes Productivity – For a Customer
– Quotes Made – For a Customer
– Financials Reports
– Journal Reports – Header Information as well as Detailed , For a Date Range
– Per Account , Per Period , Per Year, Detailed Report of All Transactions
– Consumables
– Purchased In A Date Range – Detailed
– Issued In A Date Range – Detailed

Updated
– Finish Checklist – Added the Ability to Have Department Sign Offs as well as a place to capture Mileage
– Invoice Print – Able to Print As Repaired Lines On Invoice
– Santam Costing Spreadsheet – Updated Exports to New Version
– Generic CSI Export To Excel – Various Updates To Provide Greater Detail
– Jobs Closed or Delivered Report
– Clearance Certificate – Redesigned to look more professional
– Creditors Run – Automated Report Printing

Windows Redesigned

– User Action Log
– Internal Messaging
– Defaults Windows Cleaned up and Hints Added For Better Understanding
– Spares Defaults
– Company Defaults
– Creditors Defaults
– Quote Defaults

Other Updates

– Indexes added to all major Tables for improved Search Speeds
– Confirm Quote lines Delete before Deletion – Pops a message for confirmation
– Backups to include UPG file for additional Security
– Added Ability to Track RFC Credit Note Numbers – Shown on Recon and Reports Available
– Monitor Reschedule – Updated Calculations for improved accuracy
Various Additional Bug Fixes

TOWIN CHANGES

– New Tows Default to Customer and Car Selected Unknown Allowing for TOWS To be saved before All Info Available
– Control Number in CAPS format to help with Readability and consistency
– Tow Transaction Logs Added
– Estimated Pick Up Time Added
– Tow Instructions Clean up
– GPS Coordinated added in preparation For Android TOW App integration
– Additional Travel Tracking Added

Various Additional Bug Fixes

What’s New: Version 11.10.12

• Match lines changes
• Hollard PDF Import
• Small fixes – Re-recieve Supplied Order/Workshop Main Invoice String / Excel Reports
• Zero Reject Extras, AutoNet , PDF Seperate Lines, PDF Clean Descriptions, Hollard Import and Bugs
• Bug fixes – Change Invoice Date / Towin Invoice Delete
• Quote/Job Import Clean QuoLine Description
• TMS Pdf Import
• Quote import fix
• Setting bam suppliers Filter Deleted
• Consumable Purchased Detailed Report
• Pdf import problems Outsurance/ Telesure
• Lightstone API Preview Upload
• Financial report – Chart Enquiry, Detailed
• Daily reports / Daily RFCs, Multi Emails, Subject Company Name
• Telesure PDF Imports
• Daily Consolidated Report
• Consumables Detailed Report
• Small fixes (Vat ReturnsPeriods/Towin Control/ChangeInvoice Date/Quote Follow Up)
• Copy user rights
• Lightstone API Fix
• Creditors RFC Report
• Speed Up User Action Log
• Outsurance PDF Imports
• Bug fixes 2 (Inv Follow Up search on browse / Audatex PDF Imports)
• Bug fixes (Job Action Log / Job/Quote Notes Print)
• Consumable Ordered Status
• Customer Quotes Report
• Compmark PDF Imports
• Bams Figures
• Create Message Window CleanUp
• Smart Quote PDF Import
• Import bank statements
• Telesure PDF Import
• Net Assess PDF Import
• Quote Productivity Report
• Adv Customer Listing
• Vehicle Service SMS button
• UIF UI19 Report ID Check
• Bug fixes 2
• Bank Statement Import
• Dr Smash Search Window

What’s New: Version 11.10.11

• Check MatchLines for Split/RFCs Lines
• Daily Reports To IMDD and Added To Schedule Email Table
• Check For RFC On Set Order Back And Re Receive Order
• Invoice Amount Column Added To Invoices Excel Report
• Paint API exe , Updated to Upload Individual Mixes
• Telesure Costing Sheet
• Dr Smash Fuzzy Search
• Towin Control
• Audatex PDF Labour/Paint onto new line
• Customer History Fixed
• Santam HV Costing Sheet
• Hollard PDF Import
• PDF Import Fixes
• Assessing Set to Invoiced
• C/Debit Note Notes Missing After Rebuild Fixed
• Cancel Consumable RFC Error
• Bug Fixes
  • Engine No Checks
  • User Right Overlaps
  • Vin No Corrected On PDF Import
  • PDF Import Check For Exisiting Protocol
  • PDF Import Corrections
  • Advanced Customer Listing , Date Selection Correction
  • User add – Copy Existing User
  • Add RFC Values to Job Parts Purchased Report
  • Supplied Parts Reporting updated
  • Add Receipt No To invoice Browse and Added View Transaction Function
  • Reject Extra On Match Lines Screen Added
• Daily Reports – Orders Placed/Received
• Audatex PDF Import
• Corrected Filter On Creditor Invoice Window
• Sales Report And Indexes
• Towin – Speed Up Window
• Extras/Orders And RFCs
• Tow Inv Line On Quick Job
• Telesure Costing Sheet
• Quote Reports
• PDF Import Telesure

What’s New: Version 11.10.10

• Job Action Log – Filters and Display
• PDF Import Changes
• Audatex PDF, Drag and Drop Bug Fix
• WS Job Action Log
• Letterhead changes – Time Sheet and Parts Ordering
• Small bug fixes
• Ex Employee Cannot Login
• WIP Report Figures
• Sales Report Groups
• Time And Attendance Reports – Employee Clocks and Times
• Part Order Print
• Quote Paint Rate
• Multi Extra – Adding To PartExt Corrected
• Avis 20% Final Costing
• Multi Extra / Labour Extra
• AutoMX – Error Checks
• Paint Import
• Extras Labour Hours Bug Fix
• Month End – Vehicle Position – Closed, Compleated Jobs
• Costing Sheet – Error If Extra Auth Window Opened
• Consumable Sub Departments Fix
• Deleted on costing report
• Quote Auth Added To Action Log
• Net Assess PDF Import
• Month End Debtors Statements

What’s New: Version 11.10.09

• Various Changes – Sales Report add Vehicle, PDF List Refresh, Basic Work In Report, Warranty, Index, Constraints FIx, Monitor Date Set, Buying List Showing Labour, Audatex Fixed Paint Values
• Lightstone API – Delay If Error and Show Latest Success
• Fuel Recon – Add Orders, User Rights, Attach To Job, Browse Refresh
• Supplied RFCs
• Carbeat Changes
• Consumable Return
• Sikken Paint Integration
• Lightstone API Email Changes
• Audatex API Browse
• Check For Expired Update File
• PDF Imports

What’s New: Version 11.09.06

• Daily reports expanded
• Towin Changes – Creditors Check, Written Off, Quote Attach
• RFC Status Check
• Split items error
• Received Price 0 error has been sorted
• Pdf import into existing quote – So latest version Audatex are imported into existing Job
• New Report : Creditors – Outstanding orders detailed list of parts
• Assessment Package : Work in List Filter has been corrected
• Workshop Package : Creating of an Extras has been Fixed

What’s New: Version 11.09.05

DEBTORS

• Inv Follow Up List Report Order

PAINT IMPORT

• PPG Clean Names For Export

PAYROLL

• Added Monthly Wage Run To EMP201
• Wages EMP201 Loan Balances Corrected
• Remove Medical Aid Credit From PAYE

LETTERHEAD

• Combine multi extras on quote

REPORTS

• RFC Anomaly Report
• Creditor Invoices that have been Set To Processing Report

GENERAL

• Check On RFC Whole Invoice
• Costing Sheet now have new User Rights
• Multiple Bug Fixes

TOW IN PACKAGE

• Towin Drivers Report

What’s New: Version 11.09.03

• NetAssess PDF Imports Method Check
• Minor Bug Fixes
• Authorize Debtor Rights Corrected
• NetAssess/Outsurance/Telesure PDF Import Redone
• Picking Slip print On Consumable Invoice And Customer Name Corrected
• Check Job Status Before Rolling back Job
• Tow Set To Creditors Corrected
• Multi Extra Writes Up Correctly Now
• Customer Care Error Message More Readable
• Delivered/Completed Date Check Date Selected
• Unprocess Supplier To Write To Action Log
• Invoice Follow Up Outstanding Report
• Wages – EMP201 and EMP501