Simpro Premium 24.3.4

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

Cost centres can be made visible in the customer portal

You now have the option to display the cost centre(s) from your jobs and quotes in the customer portal. Previously, this information was unavailable, which made it difficult to identify specific jobs or quotes. This feature is turned off by default to protect your data privacy, but you can choose to make them visible if preferred.

Get a sneak peek

A screenshot of the Schedule Defaults page.

Improved visibility of Stripe failed ACH fees in Xero (US only)

Previously, only successful Stripe payments would show a payment processor charge in your Xero transfer table. Now, you can see all Stripe processing charges, including those from failed ACH payments, directly in the Xero transactions transfer page. This provides an improved visibility and accuracy of your Xero and Stripe accounts integration.

ACH Payment Status Updates (US only)

We've improved the integration to automatically update ACH payment statuses for both Square and Stripe within Simpro Premium. This means you no longer need to manually refresh payment pages to view the latest status changes.

Improvements

  • We've fixed an issue that was preventing users from accessing the alerts page. The alerts page should now load without any errors.
  • Previously, when splitting a PO into multiple POs by supplier, the original PO's status wasn't retained correctly. This issue is now fixed.
  • You should now be able to view all job templates without any issues. The loading issue is now fixed.
  • Part loop plugins in the invoice Form Builder templates will no longer include tax amounts. All fixed!
  • We’ve fixed an issue in Form Builder where the IBAN number wasn’t correctly displayed on invoices. The correct IBAN will now appear based on your payment method setup.
  • Fixed an issue where copying schedule blocks used incorrect employment costs. Now, copied schedule blocks will accurately display the employee's current pay rate and employment costs.
  • Even with limited editing permissions you could previously make a few changes to any quote or job using the table view. Now, users without proper security permissions will be restricted from editing quotes/jobs.
  • We’ve resolved an issue where decimal places were incorrectly rounded. You can now enter prices with more than two decimal places.
  • Recurring invoices weren't creating new invoices if the recurring date was before the contract’s start date. This issue is now fixed!
  • You can now add a supplier to any item in a subgroup using the Group suppliers tool, even if other items in the same subgroup already have suppliers assigned.
  • We’ve fixed an issue where asset list reports weren’t showing the expected results when using multiple custom field filters. All fixed now!
  • Autosave will now work as expected when creating new schedule blocks within a job. We’ve fixed the issue.
  • We've fixed an issue in Xero that prevented you from successfully exporting customer payments in bulk!
  • Issues with Timesheet exports to Xero are now fixed. All activities’ time should now transfer correctly when exporting timesheets to Xero.
  • You can now successfully export customer invoices to Xero. The issue causing the "Total must be greater than zero" error is now resolved.
  • We’ve fixed an issue where invoice prices weren’t updating correctly. Now, when you update sell prices of billable items in a job (which is locked by estimates and prices, the invoice will reflect those changes, even when opened from a quick link.
  • The Staff Log Report now displays correct information when emailing invoices and statements. All fixed!
  • We’ve fixed an issue where removing a PDF template from forms setup also deleted the template from recurring invoices.
  • Embedded links within the Form Builder, including description plugins, such as quote overview, and cost center descriptions, now work correctly.
  • You can now successfully set up your customer portal access by clicking the link in your email. The password setup link issue is now fixed.
  • Payment integration issues on the invoice Form Builder template are now resolved. The Pay Now button should now redirect you to the Square payment portal.
  • Unable to take backups? You can now expect the build to take a backup at the current date and time. The issue is now fixed!
  • We’ve fixed an issue where job cards were not being sorted correctly within the job card loop in Form Builder. You’ll now see the job cards ordered by the cost centre and then sub ordered by date.

Learning Toolbox

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