19.3.5

What's new in simPRO: 08 September 2019 AEST

Attachment Folder Templates

Use default folder templates to organise your attachments and save time when creating leads, quotes and jobs.

Get a sneak peek

A screenshot of the Calculate option in the breakdown table.

Watch a Video
Read the Help Guide

See Attachments

Task Improvements

Track task progress, use the extended linked-tasks functionality and experience more intuitive customer, project and cost centre association.

Get a sneak peek

A screenshot of the Calculate option in the breakdown table.

Watch a Video
Read the Help Guide

See Tasks and Task Templates

Sales Invoice Report

Now the Sales Invoices Report includes the job name for quick reference!

Get a sneak peek

A screenshot of the asset tree view.

Read the Help Guide

See Sales Invoices

BI Reporting

Keep using the robust Report Builder, but now with a new name, BI Reporting!

Get a sneak peek

A screenshot of the Tradelink automatic catalogue syncing.

Watch a Video
Read the Help Guide

See BI Reporting

Improvements

  • Trouble with copying cost centres? Now, you can copy cost centres from quotes to jobs without losing any details.
  • The WIP report was getting muddled up showing misaligned column for total in the downloaded CSV file. All fixed!
  • We’ve fixed an issue with the Contractor Jobs table. Now, the numerical sorting in the Job column works correctly.
  • Can’t fit the footnotes in? We’ve taken care of the incorrect font sizes and spacing issues for footnotes.
  • Plumbing World Catalogue Import: We’ve made sure the import process pops up the correct error messages and does not mislead you any more.
  • The Site Name field on a Customer Card will no longer prompt any saved credit card details. We’ve fixed this Web browser autofill issue.
  • The Unauthorised error that appears when viewing and printing Consolidated Invoices in the Customer Portal is now resolved!
  • When users had the Projects / Accounts dashboard enabled as default for their security group, they experienced delays and server error when logging into the system. We’ve fixed them all!
  • Stick to the selection! Now, when running the top purchases report only the items linked to the selected supplier are displayed.

Learning Toolbox

Get up to speed by completing a quick learning material in the simPRO Learning Toolbox.