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.

Forms

Column Alignment

Column headers have been changed to align horizontally matching the data alignment i.e. text, date and combo type column headers are aligned left, numeric column headers are aligned right. 

Grids

We have added the ability for grids generated from stored procedures to have total rows.  An example of this being used is the usp_Jiwa_PrepaidLabourPack_Usages stored procedure which is used on the Usages tab of Prepaid Labour - this now totals the Support Pack Usage column

Grid Manager

We now provide a button on the grid manager screen to reset custom columns to defaults

General Ledger

Categories

We have added ability to export and import General Ledger Categories via xml.  The functionality is on the Utilities tab of this form.

Profit & Loss

The Profit & Loss report has been significantly enhanced to cater for:

• The ability to print a period range – e.g. from period 4 to period6
• Last Year comparison has new options – Year to Date and Period Range
• Printing by account number or account description order

• Segment grouping that allows reporting at the detailed posting level or consolidation at all the levels of the account code structure

Complete List of Changes