Simpro Premium 24.2.2

What's new in Simpro Premium: from 21 April 2024 AEST

Updated finance charges for Square ACH payments (US only)

Increased flexibility with lower finance charges for ACH payments!

Previously, US customers used ACH payments through Square, but these were using the same Payment Method Type in Simpro as a square card reader.

Now you can separate ACH payments in Square, enabling you to set up independent finance charges and offer more flexibility to lower the rates for ACH transactions. Additionally, if your Simpro build is connected to Square, a Square ACH Payment Method will be created and added to the build automatically.

Enhanced Notification filtering

Previously, notifications triggered by all triggers except “status change” were still sent even for converted or closed leads/quotes.

We’ve now introduced a new Status filter for leads, quotes, and jobs that gives you more control over when notifications are sent!

Improvements

• Items from declined cost centres will no longer appear in the Project Overview > Materials for ordering. We’ve fixed the issue!
• Job updates in multi-company builds would sometimes save to the template company (ID 0). We've now resolved the issue so that jobs are associated with the correct company.
• Unable to modify the table view in the recurring invoice's Parts and Labour tab and use the line item discount feature? The issue is now fixed!
• We've resolved an issue in the maintenance jobs created report. The Service Level filter now displays all available service levels and not just archived ones.
• We've resolved an issue where failing an asset on a job card with a chosen service level would display an asset failure alert and trying to action the alert would show that a service level is not selected.
• The generic supplier invoice import incorrectly allowed commas within data. This issue is now fixed!
• We’ve fixed the issue where creating a new customer invoice from a recurring invoice template resulted in a fatal error.
• Printing errors in the invoice description PDF form are fixed! Now, the totals will accurately display the Zero Rated Income tax rate only.
• We've resolved an issue that prevented the Online Payment Link Start/End from functioning correctly for invoice email scripts.
• The Sites - Removed in BI Reporting now displays correctly as the true/false data type. All fixed!
• We've fixed the issue where applying a credit to fully pay an invoice balance incorrectly added a credit to the customer statement!
• When you copy a job opened by another user, the handover access information will now correctly display the name of the person who made the edit. The issue is now resolved!
• The Claim Remaining amount in progress claims is now displayed correctly. You'll no longer see 0% in the UI even when cost centres still have an unclaimed amount remaining.
• The Hale Heating and Plumbing build now displays the available accounting packages within the Accounts Integration tab!
• Material totals in foreign currency invoices (PDF forms) are now accurate! We fixed an issue where the total material cost in the itemised w/ prices PDF forms was not matching the sum of materials.
• Now, the Claim to date calculations in the Invoice Form Builder templates will correctly consider issued dates from all invoices, leading to more precise totals.
• Previously, when invoicing a job (that locks the cost centre and applies a commission resource cost), the commission amount was not reflected in the Resource Cost section of the Profit/Loss Job Report. This issue is now resolved.
• We've resolved the issue that caused a fatal error when setting up the Galvins supplier invoice integration.
• Previously, invoicing a job (having billable items) with 0% tax rate items resulted in retention being incorrectly split across all tax rates in the job. This issue is now resolved!
• Does your job card forms load indefinitely when the template contains asset test readings? All fixed now!
• Missing entries for jobs and invoices in the Audit Log? Now you can see a full audit history for both to better manage your workflow.

Learning Toolbox

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