simPRO 22.1.3

What's new in simPRO: from 13 February 2022 AEST

Lock Maintenance Planner jobs

Set up your simPRO build to lock jobs automatically when created with the Maintenance Planner! This time saver feature benefits Maintenance Planner users for jobs that are created in large quantities and particularly for those that are charged a flat unchanging rate.

Group assets

Maintenance Planner users can now set up system defaults so that multiple assets of the same type and service level are grouped in a single line, with the corresponding quantity in the job description. This feature ensures your forms look neat and allows you to present them more efficiently.

Tasks audit logs

Tasks now have extensive audit logs! This new feature adds a layer of accountability to your tasks and helps ensure your project workflows are carried out effectively. Now you can easily review who has viewed, updated, created or deleted a task, who has downloaded task attachments and when any task-related notifications are sent.

Two-Factor authentication

Set up the option to trust the device you are logging in from when using two factor authentication. This new option helps remember a device for thirty days and allows you to use two factor authentication without having to constantly verify your login attempt.

Improvements

• Error encountered when sending recurring invoices? All fixed now!
• Does importing parts into a job create one off items with Actual Cost Price instead of Estimated Cost Price? Now when you import an item with a Cost Price via a job parts import, this value will be reflected in the Estimated Cost $ field.
• You will no longer receive any irrelevant errors when deleting a cost centre from a Project job.
• Are you able to change the sales tax code of catalogue items /one-off items even when the cost centres are locked? We’ve fixed this issue now.
• Difference in the reverse charge VAT amount calculated on progress claims and the VAT amount? All fixed now!
• We’ve handled the issue where sending an email from Outlook to simPRO with notes attached is causing the job to corrupt and the job / quote cannot be saved.
• The builds which are configured to be inclusive of tax will no longer show discount / fee amounts exclusive of tax on the invoice forms. We’ve fixed it all!
• You can now easily move jobs to another company in a multi-company build even when there is an assigned task. All fixed!
• Importing a catalogue which included a split price would enable split pricing for all suppliers against the catalogue item. We’ve fixed this issue well.
• We’ve made sure the project overview current budget correctly calculates the resource cost!
• Current budgets in the project overview shall show correct labour hours. All fixed!
• Does the Sundries field on Form Builder populate a "discount" label for a non-billable material item? We’ve fixed this issue now!
• The Commission report was sometimes showing incorrect payment values? Now when filtering the Commission report by the payment date, the amount (Ex Tax) column will show correct values.
• All issues related to the Quote Due Date Trigger are now fixed and it should send notifications to the employees correctly.
• We’ve fixed the issue with pre-build imports. You’ll no longer encounter errors even when your import file has over 58,000 lines.
• Unlocking paid invoices forces new calculation of totals? All fixed now.
• The Purchase Order table view will now correctly display the balance pending for partially receipted description orders.

Learning Toolbox

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