Simpro Premium 24.1.3

What's new in Simpro Premium: from 11 February 2024 AEST

Recurring invoices in arrears

Want your recurring invoices to be created in arrears, covering a period in the past from the invoice date, instead of in advance? A new option in recurring invoice templates allows you to choose - and if one method is more common for your business, go to System Defaults to change the default for all the recurring invoices you create.

Barcode Forms in PO Receipts

Get your newly restocked items onto your shelves quicker. Streamline your receipting process by printing barcodes directly from a receipt.

In the newly-created Forms tab of a receipt, select the Barcode Labels (PDF). This form will have barcodes for the received items matching the quantity received. Control the size of your barcodes under System > Setup > Forms Setup > Barcode.

Improvements to Bulk Asset Imports

Save time when bulk importing new customer assets by making sure those assets will only have the service levels included in the import file, instead of adding unnecessary default service levels that you would then have to delete.

Variation Approval Date for BI

Improved reporting capabilities! In BI Reporting, include the Variation Approval Date in the data set so you can report on your variation cost centres.

Improvements

• If you use inventory tracking, when you deleted a receipt, the inventory journal was being created with the current date, instead of the date on the receipt. Now your inventory journals will be correct.
• In the Square integration, payments were being processed with a value of 0.01 less than the payment in Simpro Premium. Now your values will match up.
• In BI Reporting, the Invoiced Items table wasn’t including items claimed on Claim Per Item progress claims. All fixed!
• If a salesperson with a commission tier was assigned to a job, then you changed the commission for the employee and returned to the job that was left open, the commission tier was not being updated in the job. Now these changes will flow through.
• When cost centre’s income account number was 0, you weren’t able to select the cost centre in quotes or jobs. All fixed!
• In BI Reporting, you weren’t able to save reports to the Our Data collection. Now your reports will be saved where you want them to go.
• If you use Multi-company, the Account Manager field in a customer was allowing you to select any project manager / salesperson even if they are not assigned to the company you were currently in. Now you’ll only be able to select the relevant employees.
• In the Schedule, when you changed the Block Height using the slider, the height wasn’t being saved when you switched between different schedule views. All fixed!

Learning Toolbox

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