Simpro Premium 24.1.6

What's new in Simpro Premium: from 24 March 2024 AEST

Improved Test History Report in Customer Portal

Give your customers greater insight into their assets - your customers can report on the test history of multiple sites at the same time using the Test History report in the customer portal.

Log into the customer portal and go to Reports > Test History Report. Select a Date range and click Search to view all sites’ test history in that date range. Note that it is mandatory to select either a Site or a Date range to generate the report.

Default Dashboards in BI Reporting

Previously, in BI Reporting new users had to build reports and dashboards from scratch.

Introducing new pre-built dashboards in BI Reporting which offers users a starting point for their reporting needs. This update aims to get users started with BI Reporting faster and easier.

Enhancement

Previously when a payment was unsuccessful in the customer portal, the error message incorrectly indicated an issue with the credit card, irrespective of the actual payment method being used. Now the message is updated to be more generic ensuring clarity regardless of the payment method you've used.

Improvements

• Sending DOCX invoice forms via email resulted in errors upon clicking SEND. We’ve resolved the issue and you can now send DOCX forms successfully without any error messages.
• Creating a new rectification quote for failed assets was placing the quote in your current company, regardless of the associated job. Now, quotes will be accurately created in the same company as the job containing the failing asset!
• We've resolved the issue wherein adding a billable labor line to a job without specifying the time would incorrectly double the resource costs in the Project Overview!
• The Job Activity report was retrieving material costs based on the receipt date of a supplier invoice, instead of the actual invoice date leading to discrepancies. This issue is now fixed!
• You were restricted from accessing several sub-tabs within the job’s Project Overview if you did not have the security permissions to Create Orders and Create/Edit Supplier Quotes. We've fixed the issue so that you can view the project overview sub-tabs irrespective of these security permissions.
• Unable to update the amount of a payment that exceeds the total due on an invoice? The functionality is now improved and you can edit the amount of a payment, even if it overpays the associated invoice.
• Entering a price with a decimals in the freight field of a purchase order resulted in the decimal being misinterpreted. For instance, entering €27,50 would be incorrectly changed to €275,00. We've addressed this issue so that freight costs retain their intended decimal precision.
• The Time column in the mobile status table in BI Reporting now conforms to the user's local time zone, ensuring consistency with the time displayed in the mobile data of the job card. All fixed!
• Recurring invoices were generated a day earlier due to a time zone mismatch. We've resolved the issue to ensure recurring invoices are generated based on the company's designated time zone.

Learning Toolbox

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