Program Enhancements

Bank Reconciliation

The option Allow Multi Select in Other Settings in the bank Reconciliation allows for reconciling multiple lines at the same time

To reconcile (or clear or unreconcile) multiple lines at the same time:

• Tick Allow Multi Select
• Click, hold and drag to highlight the Line No field
• Right mouse click and select Reconcile
• Click anywhere to cancel the selection

Reports

Input and Output Item serial number(s) and Expiry Dates have been added to reports MNT12601 - Work Order and MNT12602 - Production Batch Work Orders

Creditors

Creditor Batch Transactions

The ability to add Custom fields via plugins has been added to Creditor Purchases, Creditor Debit and Credit Adjustments and Creditor Payments.

CSV Import

A new sample file for creditor transactions import is available in the Jiwa Program directory \Documentation and Samples\Importing\Creditors\Transactions

Customer Satisfaction

Incidents

The form has been reconstructed to use the new Version 7 controls.  Export and Import to XML as well as Exports XSD’s are available from the Utilities tab in the form.

Debtors

Maintenance

 The header section of the debtor maintenance form has been re-organised.  This is to improve readability (de-stretch the fields), slightly improve performance (elimination of heavy table controls), and to cater for future changes.

Sales Reports

Debtor Sales History

 A new report has been added to the Debtors > Reports menu to show debtor sales like on Debtor->Sales tab.  The report is titled DBMGT061 - Debtor Sales History.  Remember to add it to your custom menus.

Ranges include start date, end date, and a tick box to control whether to include branch debtors.

Debtor Sales by Staff Member

A new report has been added to the Debtors > Reports menu to show debtor sales by staff member.  Remember to add the report to your custom menus. 

Ranges include start date, end date, and staff member start and end records.

Statements

Form

When printing or emailing debtor statements from the Debtor Statements form the following fields are retained per user:

Print Order; Use Groups; Period Type; Accounts; Min Balance; Exclude 0 Balances; Pause After; Print to Screen

 Report Definitions

Ability to set the default period type when printing/emailing debtors statements now works as expected.

Transactions Tab

 Changed the transaction reading of debtor maintenance form to use a stored procedure.

Complete List of Changes