– New functionality for keeping track of ‘Minimum stock levels’ in the Stock module with a button to find stock that has reached or fallen below it’s minimum level. Includes a new sales invoice report by Tax Code which is ideal for tax returns. Users can now specify the default tax type for each customer which gets automatically used on their sales invoices. – New functionality associated with sales tax reports. – New Purchase Orders functionality to part receive product. – New Sales Orders functionality to part invoice and/or part dispatch an order. User can click a button to auto pay the invoice which will enter the full amount or balance remaining with the date and will mark the invoice status as ‘Paid’. Includes a new ‘Accounts receivable’ report option as well. – New ‘Payments received’ functionality in the Sales Invoices module. You can try this feature out before purchasing the plug-in. Note: these features require an additional plug-in that costs US$54 from the plug-in developer. – There are new optional document management features in the Jobs, Quotations and Sales Orders modules. Feature available when creating a mailshot as well. Users can create their own templates and then choose from those when creating letters, faxes and emails. – New templates feature for letters, faxes and emails. Two versions – detailed and summary Time report – by job by category. In addition to the many existing reports in the system there are the following new reports: Accounts receivable report for sales invoices Customer sales invoice report including tax amounts Sales invoice report by Tax Code Job type report in Jobs module. Includes option in Setup to specify the default budget markup rate to use when a job is created in this way. New option to automatically generate budget and product assembly details when creating a job from a quotation or estimate.
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