What's new in webSAM 1.8 Release Date: 17/10/2022
TABLE OF CONTENTS
Hero Features
Barcode Functionality
Barcodes can be used in several areas of webSAM, which can improve the efficiency of selecting parts and using timeclocking...
Head / Sub Accounts
You can now set up Header accounts and set up sub-accounts for both Customers and Suppliers, enabling invoices to the sub-account to be charged to the header account. This is particularly useful for the likes of Capricorn and Farmlands.
Payment Report
We have added a Payment Report which should be especially useful for reconciling payments between Xero and webSAM.
<<read more in the Xero Payment Reconciliation KB here>>
Follow-Up Improvements
Printable reminder letters and the ability to generate follow-ups based on readings (rather than date based) have been added.
We've updated the Create Follow-Ups / Reminders KB to cover these new options.
Enhancements
| Module | Issue Key | Detail |
|---|---|---|
| Customer/Supplier | WEB-412 | Added sort order to the customer and supplier additional contacts. For Xero-enabled systems only sorts 1 to 5 will upload. This is due to a Xero limitation, not SAM. |
| Customer/Supplier | WEB-470 | Changed the Debtors balance icon to make it clear the button opens a details screen. |
| Customer/Supplier | WEB-760 | Exceeded Credit Limit warning will no longer display for Cash customers. |
| Diary | WEB-438 | Technicians can now optionally have a sort order applied, which will change their display order in the Diary Day schedulers and technician availability screen |
| Diary | WEB-703 | Technicians flagged as inactive were still displayed in the Diary day scheduler if they had WIP jobs still allocated to them. The inactive technician will not display now and the jobs allocated to them will display in the unallocated column. |
| Diary | WEB-704 | When viewing jobs in the diary, the date will be retained after closing the job. Previously, the dairy was opening on the viewed job start date. |
| Diary | WEB-728 | The Diary will now be more clear displaying the technician when there are multiple technicians allocated to a job that spans multiple days. |
| Diary | WEB-732 | Made some tweaks to the amount of data checking we do before loading the diary screens. This has improved the speed dramatically. |
| Estimates | WEB-398 | Added the customer's name to the authorised estimate notifications. |
| Invoice | WEB-133 | A new Payment report has been created for Xero-enabled systems. The report can be used to view payments made in SAM and posted to Xero, as well as SAM invoices paid directly in Xero. |
| Invoice | WEB-625 | When splitting an invoice you now have the option to include the invoice text on all splits (Invoice 1,2,3) |
| Items/vehicles | WEB-483 | When loading a new vehicle and entering the Rego we are now validating the Rego to display if it already exists in the system. Previously, this was done when saving the new record. |
| Jobs | WEB-419 | Technicians allocated to a job as a 2nd Technician will now in included in the Work in Progress filter for Own Job. Previously, this filter only included the main (1st) technician. |
| Jobs | WEB-643 | The WIP listing can now be filtered by a selected technician. |
| Jobs | WEB-742 | A user can now select the default layout/format of the vehicle description, for example, the Year, Make, Model and Variant is one default selection. This is for users that require more information in the vehicle description, like variants. |
| Orders | WEB-270 | You can flag a supplier or customer as a 'Header' Account type and 'Charge To' accounts and Membership numbers can be loaded. This functionality allows groups such as Capricorn to be set up and have the job made out to the customer or owner of the vehicle and the invoice charged to the 'Head' account. See more in the KB article here: [webSAM] Account Header and Charge-To Accounts (e.g. Farmlands & Capricorn) |
| Reports | WEB-271 | When searching in reports and no results are found, SAM will now display the message "There are no records matching your search criteria." |
| Reports | WEB-479 | A new output type of Letter has been added to the Reminder report. The letter format downloads a list of reminders, one page per reminder. These can be printed and sent through the mail. For customers that don't want email or SMS reminders. |
| Reports | WEB-705 | Added the option to override the warning when deleting a vehicle follow-up that is still linked to vehicles. This needs to be used with caution as it can not be undone. |
| Setup | WEB-754 | Added a 'reading tolerance' field to the reminders list which will allow you to run reminders based on Hours/Mileage readings rather than being date based. For more detail see: [webSAM] Creating Follow-ups (Reminders) |
| Stock | WEB-284 | Added barcode searching to the following screens: # Post materials to Job/Estimate/Kit # Order parts in Purchase Orders # Stock search anywhere # Stocktake search anywhere The barcode scanner must be set up to scan the barcode and perform a TAB command as a post-operation. Please view your barcode scanners manufacturer's website for how to set up your scanner to function this way. See: [webSAM] Barcoding FAQ |
| Stock | WEB-452 | Added a new filter 'By Analysis Group' to the Stock Sales & Margins report as well as the Stock Listing screen |
| System | WEB-481 | Added an option to modify the following keycodes; Technician, Library Text, Job Description and Job Status. |
| Xero | WEB-228 | To meet Xero API Restrictions, Zero value invoices will not attempt to post to Xero. They will be flagged as ignored posting in the history screen. |
| Xero | WEB-717 | An additional check will take place for Xero-enabled systems. When creating Customers and suppliers, if the name has already been used and will create a duplicate SAM will create the Xero contact name with a unique code. This is to work around a Xero restriction on duplicate contact names. |
Bug Fixes
| Module | Issue Key | Detail |
|---|---|---|
| Customer/Supplier | WEB-719 | Fixed an issue where the additional contacts were not being emailed invoices. |
| Jobs | WEB-688 | In some cases, the wrong vehicle description would display in a Job. This depended on the prior screens opened and was just a display issue. This has now been fixed. |
| Labour | WEB-706 | Fixed a refresh issue after creating a new labour category and it not displaying against the technicians. |
| Parts | WEB-735 | Selecting a Part Analysis group wasn't possible if the list was too long. The system displayed ### Too many elements ###, this has now been fixed. |
| Reports | WEB-716 | Under certain circumstances when changing the Stock Sales and Margins report sort by would result in an error. This has now been fixed. |
| Reports | WEB-772 | Fixed the labour hours summary report not exporting to PDF. |