8.6.2021 - Release Notes 0.33
Issue date: 08 Jun 2021
Search bar hides when in edit mode
The search bar now hides when Edit mode is active for transactions or records. This allows more usable screen space. #1887
Shortcut Keys - Save and Post
Shortcut keys Alt+S and Alt+P have been enabled for ‘Save’ and ‘Post’ buttons. #3829
Required Fields Indicator on a Collapsed Header
A red line will display beside a collapsed header to indicate that there is invalid information or required fields that need to be entered before posting the transaction. #4998 & #5043
Release Notes link
A link to ‘Release Notes’ has been added to the ‘Support’ menu and directs Users to the Release Notes homepage within the knowledge base.
Please note that new Releases will not be deployed at the same time for all Licensees. Please contact Infusion Support for any queries regarding functionality. #5020
Record Identifier – Enquiry Screens
The record identifier - Customer/Supplier account number, Bank GL ID, Product code, Journal code etc – now displays consistently across all Enquiry screens. #3873
International Customer Setting
A setting is now available on the Customer Terms tab to record the Customer as International.
- Invoices and Payments will process with Zero Rated GST
- Adjustments will default to Zero Rated GST, this can be over-ridden
A Customer’s International status cannot be changed if there are pending Invoices or Quotes for the Customer, this prevents incorrect processing. #3014
Customer Import / Export – Price Levels Added
‘Price Levels’ are now included as a new column in Customer Lists for imports and exports. The entered ‘Price Level’ must match available options within Infusion. #4218
Customer Adjustment Import
The date formatting has been improved to allow standard formatting dd/mm/yyyy.
Multiple adjustments per Customer can now be imported. #4368
Customer Accounts – Title List Updated
‘Not Specified’ has been added to the list of titles for Customers. This allows Customers to have titles removed from their account. #4758
Customer Delivery Addresses
The usability has been improved when adding or editing multiple Customer Delivery Addresses. When adding or opening an address, the first field is automatically active. #5045
Stop Credit Messages – Invoices & Quotes
Consistent messages have been applied for ‘Stop Credit’ messages. #5050
Stop Credit Messages – Payments
The Customer Payment screen now shows an alert to show the customer is on Stop Credit. #5051
Customer Adjustments – Improved Usability
The usability within Customer Adjustments has been improved if the GL Account is selected before the amount is entered. #5074
Customers - Invoices
Exclude Inactive Staff Members
Inactive Staff Members are not available in the drop-down on Customer Invoices. #3540
Customer Invoice Enquiry – Product Section;
Header titles have been updated for clarity and the product description is now included with the product code. #4098
Post & Email Default Option on Customer Invoices
If a Customer has an email address stored on their Customer Account, ‘Post & Email’ is the default option when posting an invoice.
The drop-down arrow can be used to select ‘Post’ if the invoice does not need to be emailed. #4127
Customer Search Detail
More detail is included in Customer search fields. This allows easier identification of the record to select. #4802
Stop Credit Customers - Disable Edit Invoice Features
Alert icons have been added to the unposted Customer Invoice lists to highlight the ‘Stop Credit’ status.
Edit Icons have been removed from Customer Invoice lists. #4858
The Edit button has been removed from within an unposted invoice.
Stop Credit Customer:
Assigning Unique Numbers to Customer Invoices
For Licensees with Invoice number editing enabled:
A message ‘Already Assigned’ displays, with an icon to select the next available number if a previously used number is entered. #4899
Customer Invoice Standard Layouts
Unposted Invoices updated to include ‘Proforma’ in the header when viewing.
Payment details display in a fixed location at the bottom of the page, allowing for better handling of longer or complex lines on invoices. ‘Freight’ and ‘Rounding’ is clearly defined in the payment details. #5013
Customer Invoice Screen – List Improvements
The Customer Invoices screen has been improved to provide better visibility of invoice details on screen.
- Sales Rep – Staff Code only, the name has been removed
- Terms – Either ‘Cash’ or ‘Terms’, specific terms have been removed
- Stop Credit Customers – Alert symbol identifies a Customer is now on Stop Credit #5019
Edited Product Descriptions Reverting
An issue where a edits made to a product description were removed when re-opening the line for editing has been resolved. #4441
Deleted, Unposted Payments Visibility on Payment Enquiry Transactions Tab
An issue where a deleted, unposted Customer Payment was still visible on the Enquiry tab of a Customer or Supplier Invoice or Adjustment has been resolved. #4705
Markup Updates when Editing Rates
An issue where the markup is not updating on an invoice line when the rate is edited has been resolved.
This issue was only apparent on GST Inclusive Licensees. #4965
Markup on Discounted Product Line
The markup figure on a discounted product line on a Customer Invoice is now calculating correctly. #4966
International Supplier Setting
A setting is now available on the Supplier Terms tab to record the Supplier as International.
- Invoices and Payments will process with GST Exempt
- Adjustments will default to GST Exempt, this can be over-ridden
A Supplier’s International status cannot be changed if there are pending invoices for the Supplier, this prevents incorrect processing. #3014
Supplier Adjustments Import/Export
Supplier Adjustments can now be imported and exported via More Options on the Supplier window. #4933
Supplier Lists Import/Export
Supplier lists can now be imported and exported via More Options on the Supplier window. #4991
Supplier Adjustments – Improved Usability
The usability within Supplier Adjustments has been improved if the GL Account is selected before the amount is entered. #5074
Suppliers - Invoices
GST Calculation on Supplier Invoice with Freight
An issue where GST was being incorrectly apportioned if freight was included on a Supplier Invoice has been resolved.
This issue was only apparent on Payments Basis GST Licensees. #4956
Product Setting – Stop all Purchase Orders
A new Product Setting – ‘Stop all Purchase Orders’ is available. When turned on, the product is excluded from the selection list within a Purchase Order. #5085
Exclude Inactive Product Locations
Inactive ‘Product Locations’ are now excluded from selection lists in Product Transactions. #3277
Price Level Sorting
Price Level lists are now sorted by the ‘Price Level’ code. Licensees can create their own sorting sequence using the code. #3668
Product Enquiry – Quantities Tab
Additional information been added to the Quantities tab on Product Enquiry. Further columns include ‘On Order’ and ‘Available’, and ‘Totals’ are included. #4090
Product Enquiry – Serial Number Tab Expiry Date
The expiry date now displays for serial tracked products in the Products Enquiry – Serial Numbers tab. #4559
Credit Serial Tracked Products
Serial tracked products are now able to be credited. #4784
Products - Kitsets
Kitset Type Changes
A ‘When Receipted’ kitset cannot be changed to ‘When Invoiced’ if the Kitset has In Stock values. #4203
Kitset Components Notifications
Notifications on the Kitset Components tab inform the user that ‘Sell’ and ‘Cost’ pricing will be updated when components are added or removed. #4338
Kitset Pricing Notifications
Hover messages have been introduced on the Pricing tab to provide guidance. #4340
$0.00 Deposits can now be Deposited
Bank deposits totalling to $0.00 can now be entered, allowing transactions to be cleared from the bank deposit list. #4386
Additional Bank Imports now Supported
The following bank formats are now supported to import:
- BNZ Business – OFX
- BNZ Business – Visa
- ANZ Personal Credit Card - CSV #4343
Bank Reconciliation – Suggestions Exclude Inactive Records
Inactive records (Customers, Suppliers, GL Accounts) are now excluded from suggestions within the Bank Reconciliation. #4385
TSB Statement Import
An issue with an import from a TSB Bank account has now been resolved. #4406
Supplier Transactions in the Bank Reconciliation
An issue where Suppliers were not learnt after selection in a bank reconciliation has now been resolved. #5133
Change User Email Address
A User will now be notified by email if the Organisation Admin changes the email address recorded against the user. #4836
Staff Member Settings – Default Location
A Default Location has been added on the Staff Member account. This will be the default for Product Transactions and Purchase Orders once enabled. #5065
Support for ‘DejaVu Sans’ Font
DejaVu Sans font has been added to allow non-alpha characters such as tick boxes to be added to reports #5125
||#3475 & #5001|
Sales Analysis MTD/YTD
Sales Analysis Reports
GL Transaction Export
There are now two options for the GL Transaction Export; All and Posted Transactions.
User roles have been defined to provide access to the GL Transactions (all GLs) exports to enable non system roles access.
A new column - 'Export Account ID' - has been added to the GL Transactions (all GLs) exports; if the GL Account has an Export Account ID recorded, this is included on the export.
Individual GL Account transaction exports have been expanded to also include All, or Posted options; access via the spill buttons.
Download a PDF of the Release Notes here.
Refer to Related Articles for links to articles associated to content in this version release.