simPRO 22.3.4

What's new in simPRO: from 14 August 2022 AEST

Improved supplier quotes

When creating a supplier quote, view which suppliers offer which items, so you can easily send supplier quotes to multiple suppliers.

Learn more in How to Create a Supplier Quote.

Enhancements

If you want to only save updates to jobs and quotes manually, go to System Defaults and select Off under Autosave Default.
When Autosave is enabled, after a job or a quote has been saved, the Cancel button will now disappear to prevent you from closing a job without saving it.
If you use accounting categories, in your invoices the Accounting Category drop-down will now include the Reference together with the Accounting Category name, so you can be sure you are selecting the right category.

Improvements

When calculating the total cost for contracts, discounts weren’t being taken into account. Now your costs will add up.
When you archived a purchase order associated with a job, the purchase order was not being removed from the job’s activity timeline. All fixed!
When you archived an employee, they were still assigned notifications. Now your notifications will be sent to the right people.
In multi-company builds, the Licence Matrix Report wasn’t allowing you to filter employees by company. Now you can use the Company filter.
Searching for assets by customer wasn’t working if the customer had multiple sites. All fixed!
In Day or Week View in the schedule, if you performed an advanced search for jobs and selected a job, the other jobs in the list would disappear. All fixed!
If your default invoice stage is Pending and unapproved invoices are restricted, when a membership was sold through an invoice the membership was not being added to the customer card, even after it was approved. All fixed!
In the catalogue table view, catalogue items were not displaying the storage location of the default storage device. All fixed!
When processing a full payment for an invoice, the automatic trigger was not moving the stage to archived or the status to the selected status.
Invoices paid with a credit note were not automatically moving to the paid invoices list. All fixed!
Deleted labour rates were applying to newly created customers. Now your labour rates will stay deleted.
Notifications for expired licences were triggering for contractors who were archived. Now you’ll only see relevant notifications.
In Form Builder, if you added a bulleted list inside a table in the template, and then viewed this template in a quote, the bulleted list was changing to a numbered list. All fixed!

Learning Toolbox

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