19.3.5

What's new in simPRO: from 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 How to Use 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 How to Use Tasks and How to Use 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 Report

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 How to Use 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.