A toolbar alert has been added which provides links to important functionality such as:

• Required system settings
• Unread incoming SMS messages
• Year End Close required
• Bank Feeds requiring refreshing (BNZ Business only)

ENHANCED

5758

Field alignment  where some fields have prefix icons

The alignment and presentation of custom fields has been improved.

6460

More information when selecting GL Accounts

When searching for a GL Account in a transaction the GL Function type and Default GST Rate are now also displayed.

7275

Session Management 

Improvements have been made to Session Management.

Non-Organisation Admin users are told to "Ask your Organisation Admin to check the sessions logged in.  If that's not possible, contact your support partner". 

An Organisation Admin user can access all sessions, even if there is not one available for them and logout users to free sessions for other users.

NEW

6967

Customer Backorder functionality is now available 

Customer backorders are available for Licensees on the Select package.

For further information see: https://infusion.helpjuice.com/customer-backorders

7029

Picking/Dispatch field added to Invoices

New functionality to record the picking and dispatch statuses of posted Customer Invoices is now available.

For further information see : https://infusion.helpjuice.com/360003516674-Customer-Invoices/invoice-progress-tracking

7189

Allow selection of previously sold products on a Customer Invoice

The most recent purchase of any product made by the current customer is now available in Invoices and Quotes when in Edit mode. 

For further information see: https://infusion.helpjuice.com/360003516674-Customer-Invoices/customer-product-history

RESOLVED 

7391

Duplicating Customer Quote update

An issue where, when duplicating an invoice or quote, the Due or Expiry Date was not updating, has been resolved.

7395

Next Customer Invoice Number issue

An issue with the Next Invoice Number on migrated licensees has been resolved.

7451

GST Inclusive amount on Customer Invoice / Quote Lines issue

An issue with the GST calculation when a markup value is entered on an invoice has been resolved.

ENHANCEMENT

2133

New columns on Customers List

The Sort Key and customer Payment Terms (limited to "Cash" or "Terms") are now available on the Customers List.

2134

Location on Invoice List screen

The Location of the invoice has now been added to the Customer Invoices List screen.  This can be filtered using the Location Name.

2135

Location on Quotes List screen

The Location of the quote has now been added to the Customer Quotes List screen.  This can be filtered using the Location Name.

5733

Reverse Customer Payment display

If a customer payment cannot be reversed (eg. it is included in a posted bank deposit) the Reverse option is no longer available in the Spill menu.

6982

Customer Invoice Source

The source of a customer invoice is now recorded. Options are:

1) WEB (standard software interface)

2) POS - the POS application

3) EXTERNAL - the External API

4) ECOMMERCE - E-Commerce integration

7325

Organisation / Individual selection option

The Organisation / Individual toggle has been changed to a dropdown list allowing for other future options.

7331

Customer Terms/Pricing tab update

The Customer Terms  / Pricing Tab has been updated to provide more information to the user.

7333

Customer / Supplier Details tab Sort Key tooltip update

The Sort Key tooltip in the Details tab of both Customers and Suppliers has been improved for clearer user experience.  

7335

No statements toggle logic inverted

The No Statement setting on customers has been reversed to "Send Statements".  The default on new licenses is ON - no existing records need to be edited.

7390

Recalculate Pricing label on invoices & quotes renamed

On a customer invoice or quote, after a user edits the sell price, the user is now offered the option to "Reset pricing". (Previously "Recalculate pricing").

Purchase Order – Order, Receipt & Invoice in a single step

RESOLVED

6257

Default Delivery Location issue

Where a user is linked to a Staff member that has a default location, starting a Purchase Order will now populate the Delivery Address with that Location's address.

ENHANCEMENT

5176

Supplier Purchase Order Enquiry Tidy Up 

The formatting and information included in the Purchase Order enquiry screen has been updated for consistency.  

5488

Draft Purchase Order option

If a supplier has a draft Purchase Order(s) the user is offered the chance to leave the new Purchase Order and open a draft Purchase Order.

6747

Purchase Order Migration improvement

The migration of open Purchase Orders from VFP has been improved so no user intervention is required to receipt or edit the Purchase Order.

6856

Supplier Direct Credit payment editing

The Code, Particulars and Reference details can now be edited for a Supplier Payment for inclusion in the Direct Credit Export file.

6789

Tracking Product On Order Quantities

A hover message detailing Purchase Orders is now included in the Product Enquiry > Quantities Tab.  

7299

Supplier Invoices Documents link

The Supplier Invoices list screen has been updated to include a paperclip icon if a document has been stored against it.  This allows easy tracking to ensure records are being kept for audit purposes.

NEW

7053

Product Variants functionality

Product Variants are now available to manage multiple variants of a single product.  

For more information see: https://infusion.helpjuice.com/product-variants

7229

Product Status Export

A Products With Stock Status export is now available from the Products > …More Options > Exports menu.

7247

Barcode scanner entry on Stocktake Quick Entry

The Quick Entry feature of a stocktake now supports barcode scanning to find a product.

ENHANCEMENT

793

Internal Notes and Public Notes to Product Details tab

Public and Internal notes are now available on the Product Detail tab.

These can be imported through the standard product import / export routine.  

6923

Duplicate a Product - Additional Pricing options

Additional Product Pricing methods (Quantity Breaks, Promotional Pricing and Discount Matrix setting) are now offered when a product is duplicated.

Allocated Product Hover Message

The hover information on the allocated value in the Product Enquiry > Quantities tab  has been improved to include the Invoice number, date, customer name and account number.

7272

Number of characters stored for serial numbers

The size of the serial number field has been increased to allow for 50 characters.

7518

Migration of Website settings

Settings from the Website Tab of a product now migrate from VFP. 

Note: Categories and Tags are not yet included in the migration.

7526

Internal Notes and Public Notes on Product CSV Imports / Exports

The Product Import / Export routine now includes Public and Internal Notes. 

For more information see: https://infusion.helpjuice.com/360003566573-Products/products-%7C-importing-and-exporting

RESOLVED

7371

Product Promotions tab filtering issue

An issue with the filter on the Products > Promotional Pricing tab after a new Promotional Price has been added has been resolved.

7441

Average Unit Cost of quantity on hand calculation issue

An issue with the Average Cost calculation on the first transaction of a product has been resolved.

7493

Inventory Valuation Adjustment update issue

The Inventory Valuation Adjustment journal now updates based on the average cost valuation if that is the system setting.  

7494

Saving of Promotional Price Level issue

A promotional price record cannot now have its price level switched - a new record must be added.

ENHANCED 

2138

New column on GL Accounts List

The Default GST rate of the GL Account has been added to the General Ledger list screen.

Bank Deposit screen sorting

7021

GST Audit Trail Export update

The Account column available in the GST Return audit tab has been added to the GST Audit Export.

7246

Bank Feed login notification

An alert is shown on the Home Page to the user that last modified the bank feed settings when the Bank Feed requires a One Time Password (OTP) or Multi Factor Authentication (MFA) to allow the transactions to download.  This only applies to certain banks and certain types - eg. BNZ Business Accounts.

7440

GST Amount on Cashbook Lists

A new column - "GST ($)" displays the GST content of the transaction next to the "Amount ($)" column on the Cashbook list.  

RESOLVED

7434

Financial Journals error messages

Messages, when Debit and/or Credit amounts do not pass validation on a Financial Journal, have been improved to provide the user with more information.

NEW

6883

New Products Default Settings section

The Settings pages have been reformatted to give better visibility of the Default settings for new Product records.

Settings available for new products are: (defaults indicated in brackets).

* Enable stock level tracking (ON)

* Allow Sales Discounts (OFF)

* Allow Discount Matrix pricing (OFF)

6886

New Customers Default Settings section

The Default Settings for New Customers have been tidied for clearer user experience.

Settings available for new customers are: (defaults indicated in brackets).

* Account Type - (Individual) or Organisation

* Require an order number on quotes and invoices (OFF)

* International Customer (OFF)

* Send statements (ON)

* Accept backorders (ON)

* Allow discount matrix pricing (ON)

* Include pricing on packing slips (OFF)

7291

Standard Note Settings added to Admin User Roles

Standard Note Settings are now available to the appropriate Admin  / Manager / Controller roles.

7304

New Suppliers Default Settings section

The Default Settings for New Suppliers have been tidied for clearer user experience.

Settings available for new suppliers are: (defaults indicated in brackets).

* Account Type - Individual or (Organisation)

* Payment Terms (Given days after EOM – 20)

ENHANCED 

7326

Rewording of fields in account settings sections

The wording in the Account Settings section of Customers, Suppliers and Product Settings has been updated for a clearer user experience.