Simpro Premium 24.3.6

What's new in Simpro Premium: from 8 September 2024 AEST

Improved Credit Limit Calculation options

We have enhanced the credit limit calculation functionality to provide greater flexibility based on your business needs.

Previously, the credit limit was determined by the sum of all outstanding amounts on unpaid invoices. We have now introduced an additional calculation option available in System Defaults. You can now choose to have the credit limit calculated as the sum of all outstanding amounts on unpaid invoices plus uninvoiced amounts from all non-archived jobs.

The new feature allows you to automatically place customers on stop when their credit limit is exceeded and to remove them from stop when the outstanding amount falls below the limit. A security permission allows selected users to override this “automatic on stop” functionality.

Additionally, the Customer On Stop report is now enhanced, and notifications will now inform the relevant personnel when a customer is placed on stop or exceeds their credit limit.

This enhancement offers businesses additional options for managing credit limits and aligning with your specific workflows and requirements.

Stripe integration enhancement

We've introduced a change to the Stripe integration within Simpro Premium to facilitate future improvements to Stripe.

As part of this enhancement, if you disconnect from a Stripe integration in Simpro, you will need to re-establish the connection by creating a new Stripe account through the Simpro integration.

Make sure you create your new Stripe account using the Connect Simpro to Stripe button on the Simpro Stripe page instead of creating a new Stripe account separately and then trying to connect that to Simpro.

Note that with this release the existing Stripe customers will still have their Stripe integration in Simpro active and do not need to take any action to continue using their current Stripe accounts.

Improvements

• We've resolved the issue where printing a form builder template with the job card attribute would cause an error.
• Previously, merging sites with prepaid hours did not transfer those hours to the new site. This issue has now been resolved.
• We have ensured that there are no fatal errors when viewing or sending quote forms. All fixed now.
• We've resolved the issue where fully invoiced jobs, invoiced using consolidated progress claims, weren't moving to the Invoiced stage.
• If an asset was previously marked as failed, it couldn't be changed to Pass or No Test, even with an unlocked job card. We have resolved this inconsistency so that test results can be modified as required.
• We have fixed the communication error that occurred when adjusting retention claim values. All retention claims, regardless of the amount entered, will now process correctly without any errors.
• The quote form builder template was not loading for certain quotes when you tried printing a form. We have resolved this issue, ensuring that the form loads in a few seconds as it does in the template editor preview.
• The API output for the example invoices displayed the incorrect tax amount which caused errors in the PDF and form builder templates, as well as when this invoice was exported to Xero. All fixed now!
• All fields on the billable item in the Parts and Labour tab will now reflect the entered value when a decimal point is used after a quantity, instead of returning the maximum quantity.
• In the Barcode portal, the stock transfer process used to get stuck on the loading page after a successful transfer. Now you'll be notified of the successful transfer with a confirmation screen as per the expected behaviour.
• You can now print and email invoice PDF forms without encountering fatal errors. All fixed now!
• We have resolved the issue with the payments table view. Now, it only shows payments associated with the currently focused company instead of from all companies in a multi-company setup.
• Trouble deleting a discount tier from Simpos? Now, clicking OK to remove the tier will successfully delete it as expected.
• The freight charges were incorrectly defaulting to Don't charge when creating receipts for purchase orders. This is now resolved and you will now be prompted to select whether to bill freight to the job or not.
• The labour rates will now remain associated with customers until manually removed. The issue is now resolved!
• In a multi-company environment, when a logged-in user is active (within the past 12 hours), support users will no longer be able to create template companies.
• We have fixed the issue where the Xero transfer tab was showing incorrect invoice totals for invoices with reverse VAT.
• Trouble deleting attached files from the quote and job detail forms? This issue is now resolved, and you should be able to remove attachments from these templates.

Learning Toolbox

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