Simpro Premium 23.1.5

What's new in Simpro Premium: from 12 March 2023 AEST

Print and send selected cost centres on quote and job forms

Previously when emailing a quote or job form to a customer you could only determine which cost centres should display on the form with Form Builder templates.

Now, you can easily have system-generated PDF quote or job forms to display only selected cost centres using the Cost Centres drop-down list in the Forms tab.

View and re-export transactions to the accounting link

Worried that a transaction has been flagged as exported by accident or manually exported and removed from the accounting package?

Now you can use the Accounting Transactions Report to view a history of exported transactions and re-export transactions that have already been sent or flagged as exported.

Choose if response times should include weekends

Earlier when response times for jobs were set towards the end of the week, an alert was possibly triggered over a weekend causing delay issues for those not operating during weekends.

You can now choose to set your job response times to include or exclude weekends depending on your operating hours to make sure no alerts are missed!

Current date format in emails and form builder templates

This feature aims to ease out the possible confusion with regards to date formats which usually differ based on where your business is located.

Now you can add a field to a form builder template or quote, credit note, job and invoice email templates which displays the current date as the day of the month, name of the month and year rather than the numeric DD/MM/YYYY format. For example, 1st of January, 2023.

View lead / quote / job status on the Details tab

You can now identify the status of a lead, quote or job without any extra navigation!

Access the required lead, quote, or job to view its status in the Details tab under the sub tabs, besides the Customer and Site. This information will be available regardless of which sub tab you navigate to under the Details tab.

Improvements

• You can now copy the recurring invoices without having the security permission to create recurring jobs. We’ve fixed the issue here!
• The income account summary report was ignoring the project manager filter and instead returning all of the invoices in the dates selected for associated jobs. All fixed now!
• All filters when generating the Stock Required report will now work correctly to display accurate results. We’ve fixed the issue with the Quotes and Jobs filter!
• Your new work order numbers will no longer have any junk numerals! All fixed now!
• We’ve made sure your purchase orders get saved even when you add a line item to a purchase order created from a job.
• Searching for a new part number in the Barcode Portal before entering a quantity for a current part number was displaying a "No part found" message. All fixed now.
• Issue with invoices generated from a recurring invoice template failing to email automatically is now resolved.
• You’ll no longer encounter any error messages when importing customer contacts against customers with a matching first name and last name. All fixed now!
• Our Canadian customers were unable to zoom into map pins for ‘today's schedule’ on the Service dashboard. This zoom functionality issue is now resolved!
• Now moving a schedule in the day or week view retains the list of employees in alphanumeric order!
• We’ve fixed the issue where archived employees marked as project managers on a quote/job were receiving notifications when old quotes were converted to jobs.
• When you exported a Quote as a CSV file it included the pre-build’s default sell prices instead of the manually adjusted sell prices in the Parts and Labour tab. This issue is now resolved.
• Does all the purchase orders and assigned stock items get automatically unassigned from the job when you remove a cost centre from the job? All fixed now!
• We’ve made sure the automatic trigger "All purchase orders on the job have been received" updates the job stage correctly!

Learning Toolbox

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