21.3.3

What's new in simPRO: from 08 August 2021 AEST

Linked catalogue items

Adding a linked catalogue item to any quote, job or purchase order from the quick add menu, now notifies you about the linked items. You can then choose to view and add the linked items from the list displayed.

Get a sneak peek

A screenshot of the Ignore Status Priority option in a status code.

Access projects from notes and reminders

Do any of your notes or reminders refer to a specific project? Now, you can click the project number to open it directly without spending extra time in searching it manually.

Get a sneak peek

A screenshot of the Ignore Status Priority option in a status code.

UK only: Verifying VAT numbers made easy

UK customers can now easily check VAT registration numbers from within simPRO when updating customers, supplier and contractor cards.

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A screenshot of the Ignore Status Priority option in a status code.

US only: Improved Sales Tax report

The improved Sales Tax report provides our US customers a clearer tax breakdown, so it’s easier to understand tax obligations with each state, county and city.

Get a sneak peek

A screenshot of the Ignore Status Priority option in a status code.

Read the Help Guide

See Sales Tax Report - US only

Import items into quotes and jobs

Save time having to manually add parts to jobs! You can now manage catalogue items and pre-builds in an external CSV file and import it to simPRO to quickly create and update quotes and jobs.

Get a sneak peek

A screenshot of the Ignore Status Priority option in a status code.

Read the Help Guide

See How to Import Parts

Improvements

  • We’ve made sure the count of uncleared pop-up notifications is always up-to-date with all the newly assigned tasks!
  • Trouble with displaying contact's name on Job Card PDFs when emailing customers? We've made sure the contact's name now populates correctly!
  • The ${Asset:FailurePoints} field in Form Builder templates should print the required data on the form. All fixed!
  • Consolidated invoices displaying the incorrect invoiced value in the Contract Profitability report? All fixed!
  • Now the reverse VAT amount should match the original invoice when voiding an invoice. We've fixed the issue.
  • Customer Archive report includes customers created after the filtered date range? All fixed!
  • We've made sure the Send without form toggle behaves correctly and does not pop up picking slip or job detail form when you are editing the email content in a job.
  • Sometimes the service fees value didn’t update according to the scheduled time in the Parts and Labour tab on jobs. All fixed!
  • We've handled the issue where navigating to a cost centre from a job card was displaying an error.
  • We've made sure the Memberships setting 'When active in customer card also apply to new and existing Recurring Job and Invoice templates' works correctly and also applies to locked recurring invoices.
  • Progress invoices were displaying incorrect balance figures using the ${Invoice:RemainingClaimValueEx} field in Form Builder templates. All fixed now!
  • We’ve made sure the assigned technician is saved on a new service job when using the Finish button.
  • The issues with credit note totals in BI reporting are now fixed! The “Invoice Type: Credit note” and “Invoice Type: Void invoice” will now display a negative number in the Invoice Cost Centres data table.

Learning Toolbox

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