What's new in webSAM 1.5 Release Date: 12/12/2021


TABLE OF CONTENTS


Major Developments


WEB-317 Split Invoicing functionality has been added, primarily to be used for splitting the cost of insurance work and insurance excess charges between the Insurance Company and the Customer - <<read the KB article here>>


WEB-98 Suggested Buy functionality has been added, to simplify/automate reordering processes. <<read the KB article here>>



Enhancements

  • WEB-360 Vehicle registration number will now be transferred to the "Reference" field on Xero invoices
  • WEB-343 Show "Finalised" status on finalised Purchase Orders
  • WEB-338 Simplified webSAM login process, after inputting login credentials, you can simply login by pressing Enter on the keyboard (rather than clicking the Log In button).
  • WEB-336 Job Maintenance & Booking GUI changes to avoid exiting unintentionally, without saving
  • WEB-324 Ability to add labour charges "unrelated to time" to Estimate and Job Template
  • WEB-316 Job Sections - Add the option to "summarise on invoice" to the header
  • WEB-300 Ability to delete Job Templates originally added as Estimate postings
  • WEB-288 Added validation check when sending emails to ensure a valid email address is entered
  • WEB-272 Added Stock Adjustment functionality to the Stock Maintenance screen
  • WEB-210 Added detailed breakdown to margin screens on job/invoice/estimate
  • WEB-134 Added a Vehicle Service History report
  • WEB-92 When creating a new job, a pop-up notice will now display any follow-ups due for the selected vehicle


Bugs/Issues Resolved

  • WEB-358 Addresses changed after job creation were not refreshing on printed Proforma Invoices
  • WEB-355 Labour Sales Xero Code (in interface configuration) appears to be not holding/saving
  • WEB-348 Intermittent issue - when clicking on a button to load a new screen, the page does a mini refresh and the new screen does not open
  • WEB-347 Qty field of Labour postings displaying incorrectly on the Job Maintenance screen
  • WEB-346 Error occurs when adding order to a job stating "This record (stock) is being viewed by another person. Some modification may be lost."
  • WEB-345 Job Description changes automatically when an item (vehicle) is changed/created.
  • WEB-342 Issue occurs when an Estimate is converted to a job, causing ordered items to be linked to the latest order. 
  • WEB-340 Unlink from Xero causing some customers to save with no contact name
  • WEB-339 Creating New Technician, select Rates > Save > re-open new Techician > Rates are deselected
  • WEB-331 WIP > Job > Email Proforma > after clicking Send an error message displays and Send Email window does not close
  • WEB-283 / WEB-107 Grammarly web-browser add-on causing text boxes/fields to shrink