What's New

Sybiz Vision 18.11

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Enhancements

New Job Estimate Email Templates
Job Estimates now have email templates available to make emailing estimates directly to customers faster, easier and more consistent. (CR180938920)

 

Layout improvements for Service Items and Service Requests 
Service Items and Service Requests have had significant changes to their layouts to make data entry of essential fields easier. The changes include grouping relevant data together across tabs and accommodating multiple address lines being displayed at once. (CR180537656)

Microsoft SQL 2019 compatibility
Microsoft SQL 2019 is now officially supported in Sybiz Vision 18.10.

Summary totals for Quantity fields
Quantity fields now include Summary totals on the Product Enquiry screens, allowing users to see totals at a glance for quicker product assessment. (CR180938883)
 
Speed and display improvements on transaction imports
Significant improvements have been made to speeds and the presentation of data validation issues when importing transactions, making them faster and clearer. (CR190139902)

Periodic Billing improvements 
A new reference field has been added to the standard Periodic Bill Maintenance grid, making it simpler for users to identify transactions. (CR190139812)

 

More visible exchange rates 
The exchange rate used on a transaction is now visible after processing the transaction. This allows users to check the specific exchange rate applied to the transaction at any time by hovering over the currency on a processed transaction. (CR180938819)

 

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Fixes and Improvements

 

18.11

• Standard and custom schedulers in ‘Unscheduled Requests Only’ mode will remove items from the unscheduled list as they are scheduled, without the need to refresh. (CR190540783)

• ​Attempting to email preview a processed quote, order, invoice etc no longer elicits an "Index was out of range" error where there are 2 or more contacts set to receive that document. (CR190340414)

• A Total is now shown on the Quantity column on the Job Enquiry screen for Timesheets. (CR190340486)

• Grid column Totals are now shown on the Job Pre-invoice and Job Costed invoice screens. (CR190440558)

• Improvements have been made to to Conversions; running Health Checks only on items that are relevant and selected. (CR190440572)

• The Timesheet grid now shows the total value of charge and cost. (CR190440672)

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18.10

 

• Email addresses with less than 3 characters before the domain name are supported again. (CR181139527)

• The Job Estimate transaction report includes information such as Stage, Cost Centre code and Description fields once again. (CR190240010)

• ​​​Job retention edit / split function now saves values and does not require scrolling. (CR190139866)

• A purchase template used in a purchase order, delivery or invoice does not update totals correctly and if not manually corrected the transaction will be processed incorrectly. (CR​190240242)​

• The Reconciliation report no longer shows service entries if not selected. (CR180938917)

• The Save, Open and Folder dialogs have been reverted back to standard Microsoft Window dialogs and are no longer skinned. (CR190139951)

• An issue with product images not converting from Sybiz Vision Classic has been resolved. (CR190139871)

• Using the clear filter function on grids no longer results in an error. (CR181039103)

• Cashbook history now displays tax as positive / negative values as required. (CR181039263)

• Manufacture orders opened from custom grids will be editable if appropriate to do so. (CR190139810)

• Blank lines will be ignored when importing serial numbers. (CR181239776)

• Credit card surcharge tax is calculated correctly if it is not the first payment method. (CR181239694)

• The BIC repository path now saves changes. (CR181139487)

• The Sales Summary report now makes additional fields available and uses the same logic as the Sales by Customer and Sales by Product reports. (CR181039096)

• The Assembly report now shows the same information as shown on the Maintenance / Enquiry screens. (CR180738576)

• Additional improvements for when darker toned skins are in use. (CR181239632)

• A number of fixes have been made to the Customer Head Office/Branch Office transaction behaviour. (CR190139949, CR190139830, CR181239775)

• Reprinting documents when multiple templates exist will now create a unique file name for each file created thus rendering all templates correctly in print preview or email. (CR181139411)

• Conditional formatting on Purchase Credits now save correctly. (CR181239629)

• Service Quotes and Job Estimate prices will now be correctly converted to base currency when associated with a foreign customer. (CR181139569)

• An error will no longer occur when changing supplier groups. (CR190240067)

• Non-diminishing stock that allow unit cost changes will no longer reset to their default value at the time of processing. (CR190240036)

• Assemblies will now show on the Stock Allocation tab when reserved. (CR180939033)

• Exporting Pivot/Analytic grids to .xlsx format will now save with the correct file extension. (CR181139457)

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