Sybiz Vision 20.11
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Basic Authentication being deprecated for Microsoft Office 365
Microsoft have begun to move towards Multi-Factor Authentication for Office 365, deprecating the currently available Basic Authentication. Sybiz users are able to utilise this additional security within their solutions from version 20.10. Basic Authentication will continue to be available in Sybiz solutions until Microsoft disable it in the second half of 2021.
Deposits in Pay and Process
If you have been using Deposits prior to version 20.10 please be aware that the negative and positive nature of deposits has changed. If you have customised reports or transaction documents that are displaying deposit information, these will need adjusting. If your transaction appears to be adding the deposit amount to the total, right click on the grid headers and select Restore Default Layout.
Upgrades to Microsoft.NET Framework
Version 20.11 of Sybiz Vision utilises Microsoft.NET Framework version 4.6 and therefore some custom add-ons may require updating if you are upgrading from a version older than 19.00. Older operating systems may also be required to download .NET updates prior to installation of Sybiz 20+.
Operating system compatibility
Certain older operating systems (Microsoft Windows XP, some versions of Microsoft Windows Vista and Microsoft Server 2003) and Microsoft SQL Server (2008/2008R2) are not compatible with Sybiz 20.11 - if uncertain consult your Authorised Business Partner prior to upgrading.
Sybiz Vision in the palm of your hand
Stay focused on what matters with Sybiz’s first unique role-based mobile application Vision Sales. Built from the ground up for iOS and Android devices, the first of a series of Sybiz mobile solutions delivers an intuitive smartphone interface connected to your Sybiz Vision database.
Using Sybiz Vision’s sales orders and quoting functionality, users can create, manage, process and drill down into transactions to deliver faster, more personalised customer service from their smart device.
A whole new world with Web API
The possibilities with your Sybiz Vision solution evolve in a major way in Sybiz 20.10 with the first stage of Web API being developed and launched ready for our new new mobile apps. Web API is a framework that enables secure access to Sybiz Vision data and transaction processing engine via the HTTP standard, allowing you to connect your solution to additional devices such as tablets, mobile, point of sale machines and more. Get ready to achieve more with Sybiz Vision than you ever imagined possible.
Multi-Factor Authentication for Microsoft Office 365
Sybiz customers that use Microsoft Office 365 as their Email Type in Sybiz Vision can now utilise the added security of Multi-Factor Authentication.
Multi-Factor Authentication can be enabled in Sybiz Vision by selecting File > Options > Email Options and then unticking the Login Required checkbox. Select the elipses on the Server field and login using your Microsoft credentials as demonstrated in the short video below.
Please note that Multi-Factor Authentication will not accept personal Microsoft account credentials and users must have a corporate login.
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Multi-tasking capability for editing multiple records, transactions and ledgers
Users can now open and edit multiple records and transactions simultaneously, affording greater capability for multi-tasking. Sybiz Vision users are no longer required to close a record or transaction being edited in order to edit another.
This functionality is not limited across ledgers. A user can, for example, be in the middle of creating a sales transaction, then open a customer case file for editing without the need to first close the previous screen.
Receive and process Deposits with ease
Deposits in Pay and Process are now received, edited and refunded from a dedicated option in the ribbon bar, allowing users to more quickly and clearly manage deposits in transactions.
If you are already using Deposits, please ensure you read the important information at the top of this page.
Improved Transaction Batch History Report options
Users are now able to print Transaction Batch History reports for the latest batch with the same options each time without saving the Batch Number From and To fields, if desired.
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Fixes and Improvements
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Upgrades now retain admin tools settings and install path when upgrading the current install. (CR200844259)
The Payroll Journal exports the Account column correctly as expected. (CR200944444)
The tax option on a sales order no longer changes to tax inclusive when accessed through Sales Management > All Outstanding Sales Orders. (CR200944471)
The delivery method correctly populates over to auto-created delivery, when invoicing and delivering an order. (CR200944472)
New service quotes no longer 'lock in' the customer before selecting a service request. (CR200944488)
Enquiring on a Sales Quote for a Job now behaves correctly. (CR200944515)
Logout from Vision function now works as expected. (CR200944569)
A pay and process split between cash and EFTPOS now round logically. (CR201044590)
Trial balances for segment level 3 now balances if there are more than 3 segments in total. (CR201044598)
Quick Receipt process buttons now function correctly. (CR201044625)
The Bank Reconciliation process buttons now function correctly. (CR201044627)