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Whats new in Version 11.133




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Updates for Version 11.133

Published: 03/03/2025
  • In the Stock Masterfile, the Sell by Volume option from the Options Description list has been changed to Sell By Dollar.
  • The Outstanding Report has been added as a document type to the Email Setup window, allowing users to setup a default email message to be sent with the Outstanding Report document attached.
  • The error producing no records to process when printing barcodes via the Shelf Labels (Advanced) option has been amended.
  • The Credit Warning has been amended to now display when users finalise a Customer Order.
  • When changing the delivery address for a sale, users can automatically update the prospect's address from the Customer Masterfile through the system message to update the Customer Masterfile with the address change.
  • Users can now enter the cost for a job kit. Additionally, when importing a job kit onto a job, the cost price no longer defaults to be the same as the sell price.
  • The cloning function for a manufacturing kit to a job kit has been amended, enabling users to clone an existing manufacturing kit to a job kit.
  • The Salesperson Sales report has an added option to Ignore Parts, allowing users to generate a sales report without parts displayed against the sales.
  • In the Supplier Masterfile, the Don't Print Purchase Description option has been updated to remove the miscellaneous characters.
  • Against a stock/asset image, pressing the Clear button then pressing the Ok button will delete the image entirely from the record.
  • In the Stock/Asset image screen, the Ok button has been renamed to Save.
  • In the Stock/Asset image screen, the Enlarge button has been removed. Instead, the window can be manually resized from the window borders.
  • Tagging and adding time to a job using the Times button will now correctly use the bill to labour rate.
  • When competing a Trade In, when the Purchase Only option is selected, it will update the status of the sales order to Completed.
  • The WIP report from the Manufacturing window has been amended to no longer disable the Clear button, preventing users from using Task Manager to close the program and re-open it.
  • Converting an Estimate to a Job will not add the J-Default Kit again if it has already been added before converting.
  • The black background covering the Customer Payments window has been removed.
  • The Scheduler program has been fixed to no longer force an error if another user attempts to open a task already held on another workstation.

11.126

Published: 22/01/2025
  • In the AMWTools program, user can now email or print the finalised invoices from the Batch Finalise Open Jobs process.
  • Issue where the To Jobs report was not generating or printing has been resolved so users can generate the report from the Allocation tab in the Stock Masterfile.
  • From the Sales module, the Trade In function cannot be reversed after the sale has been marked as Sold.
  • Notes are now visible and accessible for Supplier Credits from the Stock Enquiry window.
  • The Delete button has been hidden from the Courier List in the Customer Order screen. The Delete button is now only accessible from the Courier Masterfile.
  • Stock Masterfile button and Sell Prices button from the Select Stock window were updated to have security levels applied to them to prevent unauthorised user access.
  • Entering an expense line to a Purchase Order has been amended to no longer cover the Item code column with a black background.
  • When deleting an invoice, the document number and date have been amended to be recorded in the logfile.

11.124

Published: 09/01/2025
  • When there is no ABN against a customer, users can use the new Apply Withholding Tax option to withhold tax from being applied to a customer with no ABN. Additionally, the existing No Withholding Tax checkbox has been changed to No GST, so that no GST will be applied if this option is ticked.
  • Users can now print Notes from a Job. The printed notes document follows a similar format to the Proforma Invoice, where the customer header is attached and all notes relating to the job are displayed, as well as the job number.
  • A printed Purchase Order now has an Asterix attached to the front of the item code to identify if the item needs a serial number applied.
  • The pre-existing error when printing both Single and All Open Items Statements from the Open Item Statements printing window has been resolved.
  • The Stock Enquiry window has been updated to display the correct Supplier Name for any purchases.
  • The Workshop Diary window can now be resized. The list of jobs and all records within this expand with the window.

11.123

Published: 20/12/2024
  • In the TimeSheet module, when adjusting or correcting employee times, users can now enter the charged hours or actual hours for their employees from the Monitor Times screen.
  • Users can Update All Stock Descriptions on job and manufacturing kits via the new Update Stk Descriptions button.
  • Bug fixes to the Export to ASCII File option have been made, where AMWIN is no longer unresponsive and successfully completes exporting the report.
  • In AMWTools, the Batch Finalise Open Jobs function now has an additional option for users to finalise any open jobs based on Job Status.
  • When Option #279 is turned on, any marketing emails can be automatically sent via Outlook.
  • Sales module invoices are fixed to now correctly display under the relevant Salesperson when generating a Salesperson Sales report.
  • The Asset Valuation report has a new option to Sort by Ledger, which will default the report to be sorted by Ledgers.
  • When completing a Purchase or Credit order, users can now date back to more than 2 months without the system producing an error.
  • The Reference field is no longer automatically populated when completing a customer payment using a Voucher. This prompts the user to enter in the Reference number.
  • Adding pictures to attachments in the Sales module has been amended to save correctly.

11.121

Published: 06/12/2024
  • The WIP report now has the option to not print the dollar value against each job within the report.
  • In Job Invoice format #27, the Description Text column heading has been changed to Description.
  • The Asset Valuation report is now sorted by the Ledger and then sorted by the Asset number. This is also applied to the CSV option.
  • Users can now assign a default Checklist based on Service Type from the new Update Checklist to Service Types menu option. This applies the nominated default checklist to a job when the service type is selected.
  • From the new Update Checklists to Service Type menu option, users can also allocate a default checklist that will always be applied if there is no service type selected to a job.
  • SMTP updated to use the correct email header and body of text when users are emailing a Remittance document.
  • Tick Sync to CRM has been changed to Sync to CRM from the Customer Masterfile and Marketing Data tool window.
  • In the Sales module, users can reprint the recipient created tax invoice.
  • New default email body options have been created for Marketing and Customer Credit.
  • In the Statement Manager, when a customer is set to print, the Statements are no longer emailed and successfully print.
  • The Overdue Letter option has been removed from the Customer Aged Analysis screen.

11.120

Published: 29/11/2024
  • Customer Credit Notes now have a new default email body for credits, accessible from the Email Setup menu option.
  • The ability to double click to tag a record in the Supplier Credit window has been removed, forcing users to use the Select and De Select buttons to automate the Tag and Untag process.
  • Job Invoice Format 1 has been modified to have the subtotal line on the printed invoice to always show the sub total amount instead of the description.
  • From the Sales module, when importing a Catalog, the option to set an Asset Group and also pick up the corresponding Ledgers for that selected Asset Group has been created. Users can set this up and view the corresponding Ledgers under the new menu option, Update Asset Ledgers Location.
  • The Picking Slip now displays both the Qty of Kits and the Parts within the Kits. The Picking Slip displays the qty of stock items that were selected for the order and the qty of each part in the kit that is required for the order.
  • In the Sales module, in the Asset Valuation report, the Depreciation column has been adjusted to display the correct depreciation value.
  • From the Stock Masterfile, the Clone Stock button has been correctly realigned.
  • Cloning a customer record in the Customer Masterfile has been updated to not produce an error when cloning a customer record.

11.118

Published: 15/11/2024
  • In the Make Model screen, from the Customer Orders window, both Select and Exit buttons have been realigned to fit clearly.
  • The Shelf Labels option from the reports centre allows users to tag and print barcodes for items from a preferred supplier that has stock on hand and has had price change since a certain date. Any dates left blank will still print labels regardless of when the price was changed. Additionally, users can print one label per item as a shelf label or print labels based on the On Hand quantity available.
  • When printing a Purchase Order Received Report, an option for the report to display the notes has been created. This includes the notes from that Purchase Order onto the Received Report.
  • From the Goods In module, when printing a Goods In order users can change the name of the exported file when the Export to CSV option is ticked. This enables the exported file to have a custom name.
  • In the Time Manager module, when adding labour to an internal job, the GST price has been corrected to be charged as GST Ex.

11.117

Published: 11/11/2024
  • The Aged Analysis report for Customer and Suppliers has a new option to calculate and display the total GST included into the balance of the report.
  • When deleting a sales order from the Sales module, the status is no longer automatically changed from Disposed to Active. It is only changed if the status is initially set to Reserved.
  • If an employee has a terminated status, their pay is still processed when syncing. The payments are also still processed into AMWIN regardless of if the employee was created and terminated before it was entered into AMWIN.
  • The Finance report from the Sales module now has the estimated costs included to show any estimated costs.

11.116

Published: 01/11/2024
  • When allocating parts to an internal job, the part is no longer automatically added as GST inclusive.
  • The Customer Source report has been changed to be derived from the BD04.Source file, where it now shows customer details if they had an invoice within the selected date range.
  • The company name is displayed on any payment receipts when being emailed to customers.

11.110

Published: 25/09/2024
  • The Sales module Asset's status is no longer being changed from Sold to Active when saving an additional existing quote
  • The Pick lines are now correctly displayed on the Delivery Docket.
  • A new menu option has been created under the Help menu tab, titled Backup. This is to enable to same process as the AMWIN End of Month process.
  • Invoice Format #24 has been realigned to display the entire length of a stock code when the Print Stock Codes option is ticked. The Stock Codes have been fixed to be in line with the Rego No column. All other invoice lines and texts are correctly inline under the Rego column heading.
  • In the Sales by Status report, from the Salesperson section in Report Centre, the columns have been amended to no longer cut off larger values.
  • Job Card Format #4 now shows the Customer Name instead of the Bill To information. Additionally, the duplicated Rego No field has been replaced by the Make of the vehicle.
  • The Employee Productivity report has had several amendments as the old version of the report has been removed. The % column shows the % on the correct side of the digits, all Actual hours are no longer shown as 1 decimal on the printed report, the printed report shows the Actual hours in the Charged column and all totals for the Actual hours and Charged hours are rounded to 1 decimal.
  • In the Sales module, if a user quotes the same item number to two customers and sells one, canceling the first quote changes its status to Active. If the sales order status is set to Quote or Sales Order, and the item status is Sold, the status has been amended to remain unchanged.
  • When emailing a Sales Contract using Format #9, the document no longer prints instead of saving as a PDF. This also ensures the email has the correct Sales Contract document attached.

11.109

Published: 20/09/2024
  • The Invoice Register Report now enables users to search and filter the report based on Status via the new Status field on the Invoice Register Report Options window.
  • The Invoice Register Report now enables users to search and filter the report based on Status via the new Status field on the Invoice Register Report Options window.

11.108

Published: 13/09/2024
  • On the Picking Slip, when there is a kit part with a qty greater than 1, the Picking Slip has been amended to show the remaining qty to be picked when the qty is more than 1.

11.107

Published: 10/09/2024
  • Customer Orders auto filters have been changed to only be based on dates for Estimates.
  • From the Stock Masterfile, the Cost Date and Sell Date fields are now able to be manually entered.
  • Format #9 for the Proforma reports has been amended to no longer print the document instead of saving as a PDF when emailing. This ensures that the email has the Proforma report for the Customer Order as a PDF attachment.
  • Option 279 has been renamed to Auto email mass emails (statements, marketing, etc).
  • Auto scroll has been added to the POS module to assist in displaying more information when adding numerous parts.
  • In the Purchase Order In Progress Report, a Created By field has been made to allow users to search and filter the report to only display Purchase Orders by their creation date.
  • The label format Single 1D (75x28)M is now able to be selected and used for printing Purchase Orders and Goods In labels.

11.105

Published: 30/08/2024
  • The Unit Excl column in the Purchase Orders window has been amended to display the required length of characters, instead of crossing out the characters.
  • When printing Purchase Order labels with job details, users if the part number is allocated to a job. When the part number is allocated to a job, the job number, due date, booked date, created date, desc, customer code, client name, serial number and make and model fields on the custom label are updated to these.

11.103

Published: 16/08/2024
  • The Sell Date field from the Stock Masterfile has been amended to be updated if the user changes the Sell Price from the Stock Masterfile window.
  • When the Print Allocated Job Order Number on Purchase Order option is ticked from the Company Details Supplier/Ledger tab, the correlating Print Allocation Details option is ticked by default on the Purchase Orders print screen. This is to display the relevant allocation details of all parts on the Purchase Order.
  • In the Sales module Invoice format #1, any credit card surcharge is no longer deducts from the invoice total twice, keeping the total amount correct. This does not affect if there was a settlement discount applied.
  • The Workshop diary has been fixed to no longer display unknown characters against a job.
  • In the Serial Number entry window, purchasing a large qty no longer affects the scroll bar from working.
  • From POS, when making a payment towards a job, the payment no only shows the correct customer code and show the incorrect customer name. Instead, this has been amended so the correct correlating customer name is used when making a payment.
  • From the Purchase Orders printing screen, the Order Description field name has been removed from underneath the Header field, and no longer requires users to turn off the Do Not Print Order Description check box to display the Order Description field.
  • In the Job Item Masterfile, users are now able to edit the Last Meter Reading
  • A warning message has been created to notify users that a customer's account is currently on Credit Hold when users try to create a new customer order against a customer that is already on Credit Hold.
  • From the Job Invoicing screen, the Detail button and the Add button now use the same default font.
  • From the Sales Module, users can add a revenue line and have a cost against that line for Accessories.

11.101

Published: 09/08/2024
  • The Hire Availability window in Sales Module now excludes items on both Permanent and Active hires.

11.099

Published: 02/08/2024
  • The Purchase Order Invoice date has been kept the same as the Ordered date. Users can turn this option on or off from the System & Company Details window, at the Retain Purchase Order Invoice Date by selecting the tickbox.
  • The Send To button from the Employee Productivity window has been amended to allow users to send out the Employee Productivity report.
  • The Employee Productivity report screen has been amended to display similarly to the on-screen report.
  • The Font size from the Select Employee window in the Time Manager module has been resized to be larger, from size 8 to 10.
  • When printing a job invoice, unticking the Print Line Amounts on Invoice option from the printing options screen will no longer display the RRP for any labour lines on the invoice.

11.098

Published: 26/07/2024
  • The Document Numbers feature has been moved from the Business Options window and is now accessible within its own window from the Control Systems menu option, under a separate option titled Update System Documents Number. This prevents users from accidentally changing or resetting document numbers from its previous location in the Business Options window. Additionally, the “Reset Last No” option has been removed and excludes any of the document numbers from being updated.
  • When inserting or changing a record in the Item Register window, there is a new prompt to remind users to fill in the Acquired method and Purchase Price of recently entered items.
  • In the Daily Pick Slip printing window, a tick box option to filter dates by due date has been added so users can filter their Pick Slip in chronological order by due dates.
  • Reoccurring Invoices for suppliers has been created for invoices that contain the same amount and same items from the same supplier each month. Previous invoices can be imported into the Purchase Credits screen, allowing users to reprocess this as a new docket.
  • In the Accessories tab within the Sales Order screen, the Ctrl Up and Down arrows have been amended to work, allowing them to control up and down lines.
  • The Customer Ph2 field from the Scheduler has been amended to only use the number entered into the Ph2 field of the Customer Masterfile.
  • In the Work in Progress Report options window, the Order Status field has been renamed to Job Status.
  • The GST total from the Sales module has been fixed to include any Accessories GST within the GST total.
  • The General Ledger Invoice Register Report (from the Reports window) has been amended to no longer flicker while opening or direct to a new location.
  • Within the Customer Details tab, selecting labels from the job screen no longer ignores the label quantity. The previous window that asks for the quantity to be entered has been removed and the options from this window have been added to the Print window. Additionally, the cursor has been defaulted to the quantity field of the Print window, to enable the user to enter a quantity without using the Tab key or the mouse.
  • In the Stock Orphan report options window, a new tick box option has been created, titled Exclude Allocated Items. This allows users to generate a Stock Orphan report that does not include any items already allocated to a sale.
  • When adding a part to a Job Kit from the Kit Library, the Parts button no longer directs users straight to the Qty field, and instead remains in the Parts search field.
  • In the Allocation tab under the Stock Masterfile, all Reserved items are now visible and are shown without requiring users to click on Allocation tab to reload. This ensures the reserved items are accounted for in the available qty and displays this to users.

11.097

Published: 19/07/2024
  • The pre-existing pop up has been removed from when a user closes AM-Win on the user login screen.
  • In the Picking Slip print settings window, a "Do Not Show Alternate Code" tick box has been created to hide alternate codes from being displayed on the Picking Slip.
  • When emailing a Sales invoice from the Customer History or Enquiry window, all email addresses are now listed to be selected as recipients.
  • In the Supplier EFT window, all reverse payments are now shown and include the total calculation. Negatives are no longer shown in the total calculation.
  • In the AMWIN History screen, an additional URL button has been created to open the Vehicle URL. This URL button functions similarly to the Job Invoice screen's URL button - where the Job Number Folder is defaulted to open if this folder exists; if it does not exist, then the URL redirects to open the Job Item Folder.
  • When emailing from the Customer Orders screen, the email subject line has been amended to display the Company Name instead of previously displaying the multilocation's location name.
  • When searching for an Option in the Control Option window using the Description search field, users no longer have to press the Refresh button to start a new search. Instead, users can press the Desc button to process a new search. Additionally, the window has been enabled to be vertically resized for users to make use of as a larger screen.
  • From the Employee Productivity report, the Send To button has been amended to now work by activating the send to procedure.
  • From the Stock Masterfile, the Cost Date field is updated whenever the Cost Price is changed; similarly, the Sell Date is updated when the Sell Price is changed.
  • In the Stock Masterfile, the "Date Checked" field has been renamed to "Cost Date" and displays the last time the Cost Price was changed. Similarly, 'Sell Date" has been added to the Stock Masterfile.

11.096

Published: 12/07/2024
  • The postcode field in the System and Company Details window previously displayed 3 characters and was defaulted to contain a max of 10 characters in the field. Now, all 4 characters are displayed in the Postcode field correctly.
  • In the Sales module, Catalog items are now able to be inserted without being automatically marked as active.
  • From the Customer Masterfile, users can now remove a Salesperson as the Save button has been amended to successfully save the change to the Customer Masterfile.
  • In a Purchase/Credit order, an option to select interest has been added to allow users to add interest when allocating expenses to assets.
  • The F5 button has been reallocated to the Expense F5 button, where it was previously connected to the Freight Button. Now, the Freight Ledger will no longer be defaulted and will instead default to the Ledger set on the Supplier.
  • In the Time Manager module, the Suspended Labour Ledgers are no longer displayed or available to be selected from the drop-down list when employees clock off a job.
  • When creating a Purchase Order, if the "Zero the Delivery Qty" Supplier option is enabled, the back-order quantity has been amended to populate the order.
  • The Kit Library Save button function has been amended to successfully save and keep the window open.
  • In the Customer Masterfile, when the location is set to a customer, users are still able to see that customer when logged into that location.

11.095

Published: 04/07/2024
  • Purchase Orders have been amended to print in the order it is displayed as on the screen. The part numbers on the print preview are defaulted to be displayed in the same order as they are entered as, not alphabetically or in any other order.
  • Created Date has been added into the Job Invoicing screen as a new column to display when a Job has been created.
  • In the Comment Library, the Save button is enabled to allow users to save after deleting a comment line. This successfully saves the deletion and change to the Comment Library.
  • When navigating to the Invoice Register Summary report from the Reports Centre, the Invoice Register Reports Option window no longer opens twice and has been fixed to only open one window.
  • When a salesperson filter is selected in the Invoice Register window, the relevant credits are displayed against the correct salesperson, rather than appearing based on the operator.

11.094

Published: 28/06/2024
  • The "String Text Not Found Resolve" error has been removed from when users select the Printer Settings menu option.

11.093

Published: 21/06/2024
  • The Workshop Diary window can be horizontally resized, to allow for more columns to be seen. Similarly, the columns in the Workshop Diary screen can also be horizontally resized to fit the window.
  • A Note button has been created in the Make and Model window to allow users to create notes specifically to a particular make and model. The notes are then also connected to the Vehicle ID.

11.092

Published: 14/06/2024
  • In AMWTools, all hidden characters in any notes from the Job Kit and Job History windows have been removed.

11.090

Published: 07/06/2024
  • In Time Manager, users can now use barcode scanners to scan a user definable label in the TimeSheet Entry screen. Additionally, users can now manually type the user defined description again.
  • When selecting an employee name from the TimeSheet Entry screen, the Enter key is enabled to select the highlighted name in the Select Employee list, rather than automatically selecting the first employee name in the list.
  • In the Asset Sales module, Finance report Format #3 now displays the Estimated Cost and Total values when using this format.
  • From the Asset Sales module, report Format #3 updates the report for all ticked items.
  • In the Asset Sales module, a tick box has been created for Accessories to be selected and included in the list. Additionally, when a Quote is converted to a Sale - if ticked, the accessories are kept while any others that were initially unticked are removed.
  • In the Asset Sales module, when a package is selected, all accessories included are up to date with their relevant pricings.
  • In the Asset Sales module, an option for costs to be added to accessories has been created so that users can manually enter in a cost price for accessories.
  • In the Asset Sales module, users can now sort the grid lines with ctrl Up and Down arrow keys, which allows the user to arrange the lines to their preference.

11.088

Published: 03/06/2024
  • Superseded Stock - A new stock item is used if zero is available, instead of defaulting to a zero qty on hand.
  • The trial balance total line is no longer added twice, once the Ledger has a nil balance.
  • In the Debtor Aged Analysis Enquiry screen, the Grand Totals section has been aligned with the Balance, Unalloc, Current, 30 days, 60 days, 90+ days and 120+ days columns.
  • In the Allocated Stock Valuation report, the reserved stock has been amended to show only the reserved stock for the selected location, similar to the On Hand Qty showing correctly based on the selected location.

11.087

Published: 24/05/2024
  • The budget fields in the Profit and Loss report are now shown and display the correct values on both the printed and exported reports, as the Show Budget tick box is displayed in the Ledger Income Statement printing window.
  • Vouchers are able to be sold while Don't Allow Negative Stock is turned on from the Business Options window.

11.086

Published: 17/05/2024
  • The Customer Order Proforma and Customer Order Estimate will now correctly use the Multi Location nominated email body, instead of both Proforma and Order Estimates previously using the email body from the Head Office.
  • Customer Order Invoice Format - the Fax number no longer appears when there is no fax number entered.
  • Within Job Invoice Print options, "Hide Sub Total Extensions" is ticked by default by Option 316.
  • Previously, selecting to print multiple copies but only receiving one copy has been amended to where the selected number of copies are printed successfully.
  • The Job Invoicing screen has been fixed to save when a status is applied. When the "Force Status code incurred on invoice" option is selected from the Control File, the option does not allow a job to be saved without a status being selected.
  • The Journal and Bank Fees buttons are now enabled for Bank Reconciliations.
  • In the Sales Module, the Sales Order delivery address and Item Register have been changed to stop automatically updating when there is a blank customer code in BD04.
  • In the Prospect File, an Internal Customer is now blocked from being selected as it was previously changed the status of Internal Customer to Active.
  • Barcode Label 100 x 150 has a larger job number, going from 12 to 120 characters.
  • Suspended Ledgers are no longer able to be selected as payment methods from the Spend Money window, where previously they were able to be selected by users.
  • Letterhead remittance filename field changed to 20 characters
  • In the Manufactured Job Items screen, the totals were added to the bottom of the reports, with a breakdown between total parts, labour, revenue and total value.
  • Option added to Serialised Stock in AMWTools to enter customer invoice details by Customer, Invoice and Date.
  • A new dropdown option has been added into the AMWIN Employee Productivity Report to show finalised and work in progress jobs. This replaces the existing "Include WIP" tick box.
  • When selecting stock images, the image file path has been adjusted to default to open Multi Locations > Stock Images location to allow user access to stock images based on the location they are logged into.
  • The Stock Intelli-Search window has been amended to prevent a text field search of 1 character and now displays an error message to prompt users to enter more characters to enable their search.
  • GST inc has been added to POS and internal customer cannot be selected from a POS sale.
  • Warning message added to Batch Journals when adding the GST ledger to a batch journal or when processing a batch journal, if journal includes 2999 GST ledger.
  • Unreceive Order Warning - changed the Clear Items option to Delete Goods In and changed the Retain Items in Grid option to Retain Items.
  • Spend Money - Correct description is added to bank line in BD08 when importing batch spend money.
  • Journal Banking date now presents in bank rec without having to manually reconcile from unpresented to presented.
  • Printed Purchase Order no longer includes parts that are for an order number higher than the selected purchase order, during printing.
  • Item Register - When processing a Purchase Order with a record highlighted, the updated information (e.g. purchase info, floorplan info, purchase price) is no longer lost, and is saved to the item in the item register.
  • The Stock Master and Show Change Additional Cost positions have been moved to the first tab and has been increased by the screen size.
  • Saving images now has correct path on a Sales Order. Currently, the images are displayed correctly and has the correct path saved for all images.
  • Stock Master screen has an additional button added to show manufacturing history of where the selected part was manufactured.
  • Daily sales report slowness has been fix since previously added code to calculate AUD based on exchange rate (when multi locations option is on) caused slowness.
  • Daily sales report export fixed to show customer code and name. This includes displaying the name in the report when exported. Additionally, each time the report is exported, a new file is created (instead of overwriting an existing file).
  • P&L and Trial balance - the Balance Sheet now calculates the FX value correctly.
  • Customer Order Estimate - when duplicate error shows, the estimate number is cleared and no longer fills in the customer order estimate nor overwrites the record.
  • Ability to backdate a supplier Purchase/Credit to June while AM-Win is in July and GST period will automatically select correct year.
  • All emails from the Scheduler module have been fixed to send via Print>Detailed>Email Document.
  • Clone Supplier Invoice - PO number allowed to be entered so the original PO number can be used to match what was sent to the supplier.
  • When exporting, the Ledger Activity Report has been updated to show negatives, wherein the Credit is now shown as negative.
  • Customer order estimate is saved as a job estimate when job item code is entered.
  • Brand has been added as a filter in the Stock Intelli-Search window, so products can be searched for by brand.
  • Progressive invoice - When there is serialised stock on job or a customer order invoice, a window opens to ensure correct serial numbers are selected - which allows invoicing process to work.
  • Previously, the Staff Productivity screen would auto refresh each time a filter is changed which was painful in that it took a minute each time. The auto refresh has been disabled and a refresh button has been added to refresh the screen.
  • The option used to prompt for a location when creating a new job has now also been applied to creating a purchase order.
  • Option added to Refresh User List when all Users are logged off (similar to Month End).
  • Jobs and Customer Orders fixed to show general notes message when customer is over terms limit.
  • Employee productivity includes time on estimates - this needs to be filtered out
  • You can now see the operator ID of who entered the transaction from the Stock Inquiry screen.
  • Estimates have been removed from the On-Hold waiting button within the Scheduler module.
  • An option to search for supplier by the supplier ABN has been added to the supplier search button
  • Employees can no longer be deleted from the Employee Masterfile screen inside the Timesheet module.
  • The Sick leave, Carers leave, RDO button, Public Holiday, Unpaid leave and Annual leave options have been removed from the TimeSheet Entry screen as these are not used there.
  • 4 additional user definable buttons have been added to the Timesheet module.
  • When parts are updated from Winparts, the stock items updated will set the checked date to the date they were changed in the stock masterfile.
  • Sales Module - when creating a job, the job now picks up default reserved/issued settings
  • Customer Orders changed back to have Cartons defaulting to 1
  • Purchase Order - Clicking within locator fixed to still enable searching
  • Customer Orders - Changing the carton qty will no longer calculate freight total
  • Move the following POS options onto the control settings POS screen: Use Docket Printer, OPOS Left Offset (change to OPOS not OPUS), Default Payment to cash, Force full payment on COD
  • POS Options button removed from control settings in POS screen.
  • When selecting a price rate the system now uses the customisable price labels.
  • When a POS sale is converted to a customer order, you now have the option to open the order that was created in the customer order screen.
  • You are now able to create employee types from the scheduler module under the employee masterfile link.

11.057

Published: 22/01/2024
  • Sales Module - Completing a sale which adds the information to the Job Item Masterfile fixed to add full name in the customer name field
  • Sales Module - Deposits can no longer be taken against quotes, it must be accepted first
  • Job Kit Summary now show labour/revenue price even if it is manually updated
  • Purchase Asset updated to set the location (same change was previously made for Catalog button)
  • Customer Payments improved so after entering first payment, the tab key will go to Method instead of Cash Out
  • Sales Module - Sales order will no longer auto find jobs for Catalog Items (will still auto find for non catalog items)

11.056

Published: 16/01/2024
  • Customer Order - Landscape formats fixed (formats 2, 7, 8, 10, 11 ) to print landscape instead of portrait.
  • Multi Currency Exchange Rate Trial Balance report updated to show more information
  • AMWTools new option option added to fix transaction balance totals for Multi Currency/Exchange Rates under Others > Check FX Rates
  • Purchase Order printing labels loading time fixed
  • Bug fixed where estimates in the Customer Masterfile opened as Orders
  • Purchase credits fixed to no longer go into the wrong financial year. New utility made "Update GSTPeriod" to fix existing files
  • Option added to be able to reprint Purchase Order Recipient created tax invoice
  • Trial Balance report fixed to use Multi Currency figures if applicable
  • Suppliers and Reference for parts on jobs fixed to keep correct information when adding to bucket and then creating purchase order
  • Job Reprice fixed so sell price do not update using deal sheets when "Cost Only" is selected
  • Employee Location window now uses same access level as set for Control System in Security Control
  • Fix Delivery Address, AMWTools option, fixed to no longer clear state and postcode for addresses that were already correct
  • Change Stock Ledgercode for Groups, AMWTools option, now have increased ledger ranges available
  • Stock Masterfile - Bug fixed that was not saving reorder levels when logged in location was other than head office
  • Repco settings moved from AMWIN.INI to database to allow for multiple data set settings
  • Bursons settings moved from AMWIN.INI to database to allow for multiple data set settings
  • Option added to allow users to set up custom Labels in AMOnline and then bring them to AM-Win under Others > Maintenance
  • Customer Orders - Bug fixed to save changes on text lines
  • Customer Orders - Print and Email option fixed to open email after printing
  • Purchase Order label print table window bug fixed to have non-allocated records as blank instead of random allocation
  • Daily Sales report fixed to include multi currency figures if applicable
  • Jobcards fixed to allow to print multiple copies
  • Log file updated so the description of deleted invoices is now "Deleted" instead of "Changed"
  • Invoices fixed to no longer have long suburb names entered as delivery addresses cut off
  • Stock Enquiry window enhanced to show correct order number at bottom of the screen
  • Sales Module - Right click option to reprint a recipient created tax invoice
  • Repco Integration updated to use Repco new webhook
  • Statement Manager fixed to not bring up outlook when Attach Batch Invoices is ticked
  • Reversing payments with bundled allocation improved to update balance and unalloc correctly
  • Hubspot - Integration enhanced to only sync customer with option "Sync to CRM" ticked
  • Jobs fixed to no longer be held after closing from Masterfile tabs WIP, SIP, EST
  • Purchase Order Export fixed to no longer send order if it is ticked as "No"
  • Goods In enhanced so that Order No will be the same as Purchase Order number if only one item in the queue
  • AMWTools Redundant Stock Removal option added to remove items that have no groups
  • Journal Entry updated to allow for Multi Currency entry
  • Sales Module adding Accessories fixed to import GST values correctly
  • Sales Module Accessories bug fixed to no longer add invalid stock items when clicking close button after no items were selected
  • Bug fixed in Time Manager when Time Sheet Report occasionally showed over 24hrs or annual leave
  • Do Not Publish field added to Winparts
  • Repricing Job Kits fixed to no longer add GST on Labour and Revenue that is Cost Ex GST
  • Multi Location set up screen has "Letterhead" now changed to "Letterhead/Remittance" for more accuracy
  • Fixed "Add to Bucket stock order" to not carry across customer information into the bucket

11.046

Published: 17/11/2023
  • Fix Stock Valuation Prior to Date report to only include stock items and not revenue
  • System option added to auto select "Do Not Publish" for new stock created
  • Ignore Created Date added to Remove Redundant Stock by Sales Date option in AMWTools
  • Remove Redundant Stock by Sales Date option in AMWTools changed to remove parts if the Created, Purchased and Sales date is prior to the selected date
  • Multi Location - Add to bucket fixed to have location based on Stock Location selected from Multi Location setup
  • Fixed so reversing payments no longer doubles the payment amount in the unallocated balance
  • Customer payments print fixed to allow for more than one copy
  • Job Checkin Checklists can now be selected from Amwin Jobs
  • History Log added to scheduler by using ALT-N when a task is opened
  • Repco URL default to be blank to allow for correct address to be inserted
  • Supplier option in Purchase Orders fixed to open the correct price multiplier window
  • Default description when using the Quick Deposit changed to "Account Payment"
  • Status column added to Workshop Diary
  • Fixed POS payment with credit card surcharge to round
  • Fixed Core stock with customer option show unalloc credit in payment window to update the balance correctly

11.042

Published: 27/10/2023
  • National Parts locator feature updated to allow Multi Locations to each have individual files
  • Feature added to allow reversing a supplier allocation payment
  • A "Customer Price" dropdown selection added to Stock Sales by Group report. The report will only show sales for customers with the selected stock price
  • Change stock code now updates the last modified date using the current computer date
  • When font 8 is selected, the Cust Master will no longer blank out filter tabs
  • For Job Invoicing, the "Print Stock Code" option is now based on what is selected in the Customers masterfile
  • Sales Module - Asset register now has a record counter
  • New AMWTools option added under Others to remove hidden/invalid characters from Customers, Suppliers, Stock and Job Item file
  • Bug fixed to allow Branch Stock Lookup to be shown for non ARB users
  • Sales Module - Bug fixed so that GST does not rise when clicking on the Finance button
  • Purchase order now has right click option to show new Other Stock window
  • Short key for Scheduler Log Notes changed from Alt to Alt-N
  • Negative Payments are now allowed to be reversed
  • Customer Details tab in Jobs now displays user defined field labels

11.037

Published: 29/09/2023
  • Overseas Postcodes will no longer get cut off for customer and supplier windows
  • Levy in Job Invoicing, enable to enter Discount as 100%
  • Customer Master File > Enable both Monthly account Fee and Monthly Fee percent
  • Clone to Customer no longer showing error
  • Existing job for Asset can now be accessed from Asset Sales screen
  • Error fixed when invoicing a revenue line
  • Full Fleet number now can be seen when viewing the Job Item from Customer Masterfile
  • Sales Module fixed for suspended items not to show in Hire List. Availability window now has Type filter option.
  • Screens fixed to no longer switch around after printing or emailing
  • Ability added to change security level required to delete jobs from Workshop Diary
  • Customer order select window - added option to sort by Init column
  • Supplier purchase order export added for Wacker
  • New sales report "Sales Person Generated Sales" report added
  • Assethire > Reports > Hire > Locations & Customer - add option to sort by location or customer
  • Creating job from sales module now brings across a due date

11.036

Published: 11/09/2023
  • Feature added to limit users from finalising low margin jobs, orders and POS sales
  • Option to disable a location from showing in Location Inventory Lookup
  • Private notes from highlighted customer no longer get placed under new customer
  • Customer Code change bug fixes
  • Goods In - bug fixes for stock on hand qty and allocation getting updated
  • Job No added to Stock Enquiry Screen
  • Ability to set the Security Level for Low Margin Jobs
  • For Low Profit Jobs, password is required if set it Control File
  • For Low Profit Jobs, password is required if set it Control File
  • Lightning Integration - Option added to select posting date
  • Option 307 added - New Jobs will default to having Booked and Due date as blank
  • Cheque field removed from Floorplan payment as it was duplicated by the reference field
  • Sales Module sales invoice format 3 now checks customer and prospect for ABN number
  • Sales module > Accessories fixed to have Enter key work on Price field when adding parts/Rev/Labour
  • Sales module accessories fixed to allow labour or revenue as first line

11.032

Published: 07/08/2023
  • Sales Order from Sales Module - Open attached job now attempts to update customer on job when applicable
  • Customer Orders and Job Invoicing has both Quick Deposit and full Deposit buttons. Quick Deposit screen updated to make Total Inc Charges editable
  • Multi Loc Dispatch - Now able to delete job even if it not in progress
  • Write Off Asset dated back to last year fixed to enter correct amounts into correct ledgers
  • Deposit and Q Deposit button now moves with screen resize
  • Scheduler Linked Tasks - Fixed Completely
  • Option 305 "Dont Print Job Description on Invoice" added
  • Development made to allow KM to be updated from iOS app
  • Average Cost will no longer be updated to be same as Cost Ex GST at end of year financial clear
  • Job Num / Name & "Job Num / Job Desc" added to Scheduler task display option
  • When Purchase Order is made or a Goods In is Finalised, the Supplier and Reference order will now be updated on the stock items on jobs
  • Tab order improved to make payments easier
  • Credit Card Surcharge now shown on customer payment receipt
  • Security Control for deleting supplier invoices no longer uses "Allow Ledger in Enquiry" level but it now uses "Delete Invoices" level
  • Invoice with deleted couriers can now still be reprinted
  • AMWTools Level option added to Security Control
  • Adding Asset Item from Purchase Order now allows free type for Make and Model
  • Delete Supplier Credits feature added
  • New Purge Unused Make and Models option added to AMWin Tools
  • Print Preview window updated to have a more recognisable close button
  • Fixed error when adding new stock - UID now increments
  • Employee File Attendance button spelling error fixed
  • Open allocated job by right clicking from the purchase order
  • 100x150 Label - Part Number was removed when printing from Job invoicing, it will still print from PO and Goods In
  • Option to not show price change window for purchases/credits
  • Job Card 5: Fixed Location, Out Date and Stock Ref
  • Terminated Employees will appear with correct name on reports
  • Stocktake backdated to previous financial year will keep balance sheet in balance
  • 100x150 label added for purchase orders and goods in
  • Purchase order kits now allows for expense ledgers to be selected
  • iOS App now uses Job Item address. If there is no Job Item address, it uses Cust Address as before
  • Created and Status field added to Convert Stockfile to ASCII
  • Bug fixed where Scheduler Linked Tasks information was not getting updated
  • Customer Order Quotes no longer showing in Job Quotes
  • Scheduler task inserted uses highlighted date instead of current date
  • UID added to Stockfile
  • Job Card 5 - Quantity fixed
  • Available Qty now showing correct number when fetching from outside of AM-Win
  • Jobs and Orders can be finalised with Term Limit been reached - Warning shows instead of blocking it
  • Option added to auto update only Average Cost of parts from a purchase orders
  • New simplified Deposit window
  • Error message modified for Goods In having parts on a finalised job
  • Resolved various issues around selling and crediting stock kit when items in kit had qty > 1
  • Stock Sales by Group now has Sub Group option
  • Prompt to Save appears on close when changes made to a Purchase Order
  • Duplicate search button removed from Select Purchase Order window
  • Quick Deposit window displays Total and Total Including Charges
  • ARB Stock Lookup new update implemented
  • Tag All button and Due Date selector added to Recurring Invoices Module
  • ARB Stock Shows location name in table and not location number
  • Qty control improved for Kits added on both jobs and Sales in Asset Manager
  • Parts added by cloning a previous job can now be added to the bucket as well
  • Job Management Report updated format
  • Serialised stocktake now has "Don’t Show Zero Stock" option fixed
  • Spend money now shows the description instead of "Dissection" on GST Sales and Purchase reports
  • Merge Customer/Supplier in AMWTools error code fixed
  • Fixes to amounts when Journal Entry are changed
  • Resolved issue of Sale of kit (Not exploded) not showing on stock sales reports
  • Changes made to Supplier Payments to reduce Error 40 Duplicate Key coming up
  • Repco - Parts added to stock file now get cost as per business option setup if not provided by Repco

11.024

Published: 26/05/2023
  • Employee Productivity feature added
  • Add to bucket all parts + Required stock options is now using Multi Location Preferred supplier and not only from Head Office
  • Added stock option "Record serial when sold"
  • Customer order - courier labels - fixed printer name not showing in full
  • Job invoicing - moving sub total line up or down was not recalculating until job saved
  • Job invoicing description will now default to being blank if Force Job Description option turned on
  • Scheduler & Time Manager > Employee file > removed delete - Can still be deleted from Ledger > Employee File
  • Customer order invoice - fixed delivery address was not always displaying state & post code
  • Added stock option - Dont show price change window from purchasing
  • Stock masterfile - resolved being able to open job/order/enquiry window without appropriate access level
  • Asset Register > Reports > General > Asset Register - added fleet number to this report
  • Customer orders - resolved sometimes displaying Parts heading when Dont show stock codes selected
  • Reports > Stock > Serialised Stock - added option to filter by Reserved or On Hand & Reserved
  • Stock > Stock Transfer/Stocktake - resolved issue of this not working with reserved serial numbers
  • Job invoice format 17 now picks up user defined odometer label
  • Supplier EFT payments window no longer displays negative values to avoid accidental payment
  • Customer order invoice - fixed this invoice type was displaying estimate text footer
  • New job card format 5
  • Item Register > Report > Form 2 - resolved Odometer not auto populating
  • Job invoicing - fixed importing from existing job not allowing sometimes to add parts to bucket
  • Workshop Diary can now be sorted by Due In or Due Out times
  • Manufacturing now recognises stock option Ignore Price Group Multiplier
  • Daily Sales report - added option to display serial numbers that were sold
  • Purchase order - added Magnifying glass option to search for a part on the purchase order
  • Inserting new customer from job invoicing - fixed ability to select bill to
  • Convert Stock File to ASCII - added Status & created date filter. Also added addition invoice info to export
  • Stock Report By Group Status spelling error fixed
  • Job Invoicing - added option to merge multiple jobs for one customer into 1 job
  • Job Diary & Workshop Diary staff availability can now be set per day
  • Job invoicing format 1 & 27 added sub total for RRP
  • AM-Win to Hubspot integration feature added
  • Job invoicing formats will now show 0.00 if nil balance owing on invoice
  • Added option for Amwin to track customer & supplier balances in foreign currency
  • Bank Rec - added refresh button
  • Statement manager - resolved issue of incorrect mail merge info when using Balance C/Forward
  • Bankrec now shows all unreconciled transactions even if forward dated
  • Internal invoicing - resolved issue in V11 of these transactions not appearing in customer enquiry
  • Job Diary - added second notes field option
  • Customer masterfile & Rego File - Job & Orders button will now show error if customer is suspended
  • Customer order invoice formats will now show 0.00 if there is a nil balance owing on invoice
  • Sales module > Asset Sales Profit Report - corrected Sale Ex Value if accessories sold with discount
  • Purchase order format 11 - allowed more room for an extra character of stock code to display
  • Sales Module > Item Register - added field to select and save Fuel Type
  • Sales module > Finance window - resolved Trade In GST showing incorrect in some circumstances
  • Spend money allocated as expense to item - corrected non principal entries affecting Notional GST
  • Resolved superseded stock adding new item with old items pricing
  • Stock masterfile > Stocktake button window will now auto close after processing
  • Principal payment will now ignore ledger selected by user and instead use floorplan liability ledger
  • Customer masterfile > SIP tab - resolved issue of Order number not showing if it contains letters
  • Customer credit return - when serialised stock selected it no longer defaults to selecting first serial
  • Sales module - resolved issue of payments total sometimes being zero when opening sales order
  • Customer Order & Job invoicing window can now be resized vertically to show more details on the screen
  • Customer order invoice format 8 now displays Rep as operator for Last Changed By
  • Added Report > Stock > Valuation > Stock Location Summary
  • Attributes - Colour can now be up to 20 characters
  • Customer Aged Analysis when opened will now default to multi location > customers location
  • Customer orders - for customer with usual courier an no fixed price, fixed price on courier will be used
  • Sales Module > Sales Order > Clicking job button will update customer on job to customer on sale
  • Stats report - added option to include progressively invoiced lines
  • Customer orders - selling serialised stock with create job item, was not creating the job item
  • Time Manager > Time Sheet Report - resolved exported file was missing info from printed version
  • Customer & supplier aged analysis now has improved loading speed
  • Stock Enquiry window now has a customer bill to option
  • Deleting customer credit - resolved issue of stock being increased
  • Item Register - Added On Order tab for catalog items
  • Job Invoicing > Cust Details tab - add Alert Value, which will give warning when job exceeds value
  • Business option changed to set default from date for estimates only, no longer set for Jobs & Orders
  • Customer orders & Jobs - resolved issue of average cost getting charged less GST to internal customer
  • Customer orders - resolved issue of Revenue item stock on hand getting updated in multi locations
  • Customer orders - changing qty to zero, then changing price was not saving the price
  • Change spend money window will now allow changes if processed in open GST period
  • Purchase order > Item button - condition is now mandatory + Parts, Labour, Revenue no longer mandatory
  • Statement format 9 can now display 20 character customer order number
  • Plant Register > Ledgers/Expenses tab - resolved some issues causing expenses to show in asset total
  • Purchase order & goods in - adding expense ledger and selecting GST Type N/A was adding GST
  • Ledger > Asset Register - corrected security option being applied this menu option
  • Change spend money - resolved issue of changing ledger was given left to post error
  • Fix for Change Spend month - changing ledger code was causing description to default to X
  • Customer orders - resolved changing sub total and then putting item on back order was losing pricing
  • Purchase/Credit - resolved issue of June & July invoice being entered together getting wrong GST period
  • Progressive invoice - resolved allocation payment greater than deposit was not updating deposit value
  • Purchase order > Resolved received report was based on ordered qty, changed to received qty
  • Update button renamed to "Add" in the Modify screen for Stock Masterfile MultiLoc Stock
  • When converting EST to JOB Dont update checkbox will automatically get ticked
  • Resolved Auto Goods In Repeat supplier option not working if Dont print goods delivery report also on
  • Invoices & Payments at a glance - Others value includes customer order freight, is now ex GST value
  • Stock enquiry window now shows customers order number in bottom right
  • Goods in - resolved issue on non existing ledgers being able to be added
  • Sales module invoice format 3 > Sales order status will print as Proforma unless typed different
  • Stock masterfile > Enquiry - applied security to Ledger button
  • Supplier masterfile > applied security to Purchase and Credit buttons
  • Spend money - applied security to Enquiry button
  • Job invoicing - when adding Parts, Labour, Revenue unit cost & total cost is now displayed
  • Stocktake batch - resolved issue of error when creating and processing new multi location batch
  • Purchase order and Goods now has option for barcode label without auto prompting on finalise
  • Batch Stocktake fixed to now save to logged on Location instead of always saving to Head Office
  • Job invoicing - parts, labour, revenue lines will now show unit cost and total cost
  • Purchase order now has option to enter payment due date if blank supplier terms will be applied
  • Sales module WIP report now displays calculated balance owed of each sale
  • Sales module invoice format 3 now allows conditions other than New or Used to be displayed
  • Customer credit - resolved issue of crediting a stock kit incorrectly decreasing stock level
  • Resolved issue of customer ageing not being correct when posting invoice to next month with Alloc pmt
  • Customer orders - sale of not exploded stock kit with kit item qty > 1 corrected COGS
  • Added security option to block ability to delete labour lines
  • Manufacturing - resolved issue of this sometimes not allowing a job to be revised
  • Daily Sales report now defaults to All invoices instead of POS
  • Prospect file - resolved issue of this window causing customer to lose attach batch invoices setting
  • BMW Pricefiles can be imported to Winparts using custom program to convert to CSV
  • Customer order - Order due date now defaults to today instead of applying payment terms
  • Sales module - resolved issue of opening sales order sometimes showing zero payments
  • Daily sales report disply updated from 6 characters to 8 characters
  • Prospect masterfile - resolved issue of customer being changed to price 1 if not already price 1
  • Invoice Register - relabelled Others to Freight & Rounding + corrected GP %
  • Remove redundant supplier now accounts for last purchase date and created date
  • Budget reports - "Ignore zero budget balance" option fixed to come from correct field
  • Daily Sales report - now shows cost of credits as negative value
  • Customer order estimate no longer blocked if customer over credit limit
  • Purchase Order - Resolved issue with Kubota export format
  • Screen Size settings added for Sales Module
  • Sales module > Asset Sales Profit Report - amended export to have sale price ex GST
  • Purchase order - Resolved issue when using Item button was incorrectly changing item back to Active
  • Purchasing catalog item - resolved issue of purchase price of catalog item changing when purchased
  • AMWTools - Remove Redundant Stock now has option to not remove items on order
  • Stock data tool - Using last sale date will no longer pick up items that are on order
  • Honda purchase order export now has option to select daily or stock order
  • Customer orders - resolved issue of right clicking on a detail line causing all lines to be marked as Issued
  • Job Diary - added area to enter notes
  • Customer orders - corrected tab order and alignment of various text fields and buttons
  • Asset valuation export - separated the manufactured date from the make field
  • Reports > Stock > Stock - By Group > Sales report export - added Pref Supp & Bin Location
  • Customer orders - emailing invoice - fixed scroll bar so all email addresses can be accessed