Versions Compared

Version Old Version 1 New Version 2
Changes made by

Workbench

Malcolm Mackay

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • Purchase Requisitions - The import template process for Purchase Requisitions has been improved to align closer to on screen functionality. The template process now supports the Unit Cost being optional if an Item Code is specified. This previously required the Unit Cost to be specified with the Item Code.
  • PR Review List - The Reference i.e. Purchase requisition number, has been added as a filter criteria on the PR Admin Review List.
  • Procurement List - The maximum number of PO lines created from a PR was limited to 20, this is now extended to 100 lines.
  • Purchase Order List - To ease identification of POs, the PO Reference is added to the list , as well as a filter criteria.
  • Purchase Order Details - A Complete button is now available on the PO Details screen to zero all outstanding values on the PO, and mark the lines as completed. The button is available based on the 'Complete PO' permission.
  • AP Invoices List - The Assigned Approver is now displayed on the list, and is also available as a filter.
  • AP Approved Invoices batch - when an APInvoice is approved and moved into a system batch, it is the FinCo of the supplier that now determines the FinCo of that batch, when previously the FinCo of the user was being incorrectly used.
  • AP Invoice Details
    • The PO fields for line PO Reference, Details and Unit Rate have been added to the Get PO Line popup to assist in identifying the appropriate PO line. 
    • The GST value in the header is now defaulted based on the GST Rate in the Control table when the AP Invoice 'Header Total Ext' process is used. Previously no default was given.
    • The GST and GST Incl fields are now editable on AP Invoice lines for docket derived lines.

...

  • Report Type - A client company picker is now available for predicate reports. Previously there was only a generic company and supplier picker.
  • Reports - The AR Credit note now also has an AR Summary Credit version without line details.


Integration

Xero

  • The payroll API for Xero is now integrated.

MYOB

  • The payroll API for MYOB is now integratedPreviously an AP Invoice export would fail if the Invoice Number already existed in Xero for any supplier.  Now it is checking the combination of Invoice Number and Supplier.

General

  • Flat file export is now available for payroll. This , even when all the other exports are done with the MYOB or Xero API.  This is enabled by the 'File Based Payroll Export' setting at FinCo level.
  • On the Batch Control screen the credit entry on Docket batches is now created when the batch is closed.  This ensures that the batch is balanced prior to printing a batch report or exporting.

.