8.1182
- 14th July, 2010
New
Feature - Cash Reconciliation
For
depots that do ‘live’ pay-ins, there is now a till
reconciliation. This is on a batch-number basis. It allows
you to record miscellaneous cash in and out, where eg.
drivers pay you for coin holders or when you pay for petty
expenses out of the till. A reconciliation then shows you
the total of all cash - this totals all driver cash from
pay-ins and the sum of all miscellaneous cash in and out.
You can also do a voucher count summary total from the
reconciliation.
New Feature - Auto re-login
Where a
depot has a computer that is used by a number of users, but
it remains logged in as the user that initially logged it
in, the auto re-login automatically forces the re-login
dialogue after the number of minutes that you specify. This
is on a machine by machine basis, so will only prompt for
the log-in on machines that you specify.
Fixed a problem where private vehicle service scheduling
where the service due record was being duplicated, instead
of being updated.
Fixed a problem where clicking the blue arrow in Expenses
to go to a Private vehicle took you to the incorrect
vehicle.
Fixed a problem where the 'Treat Vouchers As Cash" would
sometimes not be set, resulting in vouchers displaying
their Off Meter total incorrectly.
Corrected the operation of PDF printing in accounts, when
the print choice on the Reports is set on Screen.
Added a user preference to hide the payment details in
workshop invoices.
Fixed a problem in Workshop > Adding parts, where
archived parts were still showing up in the parts pick
list.
Fixed a problem where private vehicle services were not
printing correctly.
Fixed a problem in bookings where when a booking was
duplicated, the veteran number was not being duplicated as
well.
Added the ‘instruction’ field to the Regular Booking Names
process.
When setting private vehicle service schedules, fixed the
bug where you would go back to the Details layout, instead
of the Service Schedules layout (> v8.5 only)
Fixed a problem where the Bookings Driver Summary was not
displaying correctly.
8.1181 - 3rd July, 2010
Added a
'Critical' field in parts which can be used to determine
parts which you MUST have on hand at all times.
Added a report called Driver SMS list - when using the SMS
messaging system, this allows you to create a name-number
list so that when drivers respond, the reply name is the
driver name.
Fixed a problem with showing outstanding pay-ins displaying
incorrectly on the driver shift print-out.
Fixed a problem with the profitability nett figure that did
not show the total in some circumstances
8.1180 - 26th June, 2010
Changed delete service invoice item process to give
expected results.
Changed the process of going to an edit layout where the
record count indicator was incorrect.
When doing a bulk update of driver levies, all roster
shifts after today which have a levy in them will be
changed automatically to the new levy you set.
Added the Location field to the parts list.
Added more sort buttons to the Takings Hi-Lo report.
Fixed the standby list to show only drivers who are active,
and who are not on the roster.
Fixed the display of the standby when allocating drivers,
so that the row is deleted, rather than just
cleared.
8.1179 - 13th June, 2010
In Workshop > Services Awaiting Completion, you are able
to manually adjust the Due KM and the Due Date, but you are
not able to enter the type. This is because services need
to be set from the Car and some users were erroneously
doing this from the workshop module, resulting in
unexpected behaviour.
Added another column to Vehicle Replacement Date Report to
show the Vehicle On Road Date.
Fixed a problem where the CBS or Transmission value for the
driver was not showing correctly as a tooltip on the PM
shift in the 1-day view of the roster.
Changed the behaviour of displaying the cost on workshop
invoices.
Added account print layouts and the choice to print the
account totals either as a footer at the bottom of the
page, or after the last line of the invoice.
Fixed the driver regular shift allocation process, so that
the correct levies are inserted when the corresponding
values are in Settings > Rosters > Set Pay
Rates
8.1178 - 30th May, 2010
Fixed meter on/off for EFTPOS when adding EFTPOS lines to
SHIFTS
Fixed an issue in Roster when clicking a roster shift to
pay it, did not go to the correct screen.
Added a user setting Workshop Parts Cost View. This allows
you to limit the access of viewing the cost price of parts
on a workshop invoice. It is used in situations where you
may be showing a customer or a rep an invoice and you want
the cost to be hidden. Clicking the Line Total label hides
the cost if it is visible - then shows it again if you
click the Line Total label again. If the setting is not
ticked in Users, clicking the Line Total label has no
effect.
Changed the process of setting meter and odometer values
when a shift is being created.
Fixed a problem when doing a report by an account name so
that the correct invoices show.
Added a choice in roster settings so that you can choose to
display either the C.B.S or the Transmission warning when
allocating drivers to the roster. Also changed the label in
Cars and Drivers to reflect this.
Added additional sundry income line in Profitability
printout.
8.1177
- 28th May, 2010
Added deletion log notes when regular shifts created in the
driver profile are being deleted. If a single row is being
deleted by clicking on the Trash Can, the date, time, user,
car, day and shift are recorded. If a set of regular shifts
are being deleted by clicking the Clear All button, the
date, time and user are recorded.
Revised the tab order when entering driver details.
Fixed the Roster Month Grid where the AM shift of the 23rd
day of the month was not displaying correctly. Also fixed
the roster occupancy percent
Fixed a bug where not all outstanding pay-ins were
displaying correctly on the driver printout. The small
square box on the right top corner of the print-out
displays the total count of all outstanding pay-ins
correctly.
When putting a driver twice on the roster, the warning
appears earlier, so as to make it quicker to bail out if a
mistake is being made.
Added a tooltip to Driver Savings - when you hover your
mouse over the Cheque Number field, it shows you who
modified that record, the date and the time.
Added a trash can to the two Driver Savings portals. This
allows you to change (not delete) an erroneous entry when
making a pay-out to a driver, for example where you may
have entered an incorrect amount. The amount is changed to
zero, and a note is put into the cheque number field to
show what the previous value was.
8.1176
- 20th May, 2010
Changed the sort order of the accounts print-out to be by
date, pick-up time, then car number. Previously, the
printout was not sorting by car number.
In WORKSHOP, the filter page has been extended to show
fleet cars as well as private cars, so that you can use the
filter to find all instances of a private car registration
number.
Driver Detail report has a few more fields now, along with
more sorting buttons, so that you can sort by the suburb
etc.
Added the notes field to the purchase order print-out so
that the notes appear at the bottom of the invoice
When showing multiple groups in the roster, you can now
shift-select the groups, i.e. click on one, then hold down
the shift key to select the other. This means that on a
user-basis, a user would be able to view multiple groups at
one time, while still leaving other users able to view
individual groups. This setting is remembered when
navigation around and out of the roster - to revert it,
simply click on the group to de-select it.
Fixed the black VISA warning box where it was not
automatically being entered when a new roster is created
When a car is an ST, the colour of the actual car number
will change on the roster to red. A new setting >
Rosters > "Show substitute car in colour" allows you to
turn this off, if it clashes with the group colour. And we
all know how we can't have clashing colours in TaxiCab
Manager. It is probable that this colour will be
user-selectable in a later version.
When selecting a standby driver from the standby list on
the allocation screen, a tooltip appears when your mouse is
over each standby name showing which CBS the driver belongs
to, or it shows both if applicable. The tooltip will not
appear if the driver drop-down list is active - click any
white space on the screen to collapse the drop-down then
with your mouse over the standby driver name, the tooltip
will appear.
In the roster, when clicking on the key icon, if the
pick-up time already contains a time, you are warned if you
want to replace the time with the current time.
Further enhancements to roster deletion process
SUBURB names for use in bookings and voucher entry are now
stored in Settings > Bookings > Suburbs.
Added a drop-down list to the Batch number field when doing
a Find in Shifts. Also added a Scanned/Unscanned selector
so that you filter your found set by the scan status.
Fixed a problem in Accidents where if a find was
unsuccessful, unexpected behaviour would occur. Also fixed
the process of finding a driver who has had an accident.
Added Settings > Shifts > Shift count for list
warning. As your number of shifts increases over time, the
time it takes to sort the shift list in descending order
increases as well. Anything over around 30,000 records will
display the sorting dialogue box, which you cannot escape
out of - you have to wait for the sort to finish. So, you
can receive a reminder that you need to filter your record
count - maybe by date, batch, driver or car number etc.
when your record count is above the value which you enter
in Settings.
If Roster sort by group is activated, you can temporarily
select multiple groups by clicking the shift key while
clicking the groups.
8.1175.1 - 11th May, 2010
Fixed
the Log in Cars so that the correct log entry is made when
the car is activated or archived.
8.1175 - 10th May, 2010
Owners
SMS log has been added to the private vehicle owners
profile, to record when Service Due SMS messages have been
sent to the owner.
Jobs In Progress report - fixed a problem where incorrect
jobs were being displayed
8.1174.3 - 3rd May, 2010
Fixed a
problem in owners where clicking the Show All button
resulted in going to the incorrect set of either Private or
Fleet cars.
Added a discount field in Owners which gets applied when
workshop invoices are created. The discount amount and
percentage can be overwritten in the invoice. The two
invoice printouts have been altered to show the discount.
SMS sending. You can send an SMS to a single driver, to any
found set of drivers, as well as to send future rostered
shifts to all new drivers. You can choose how many days in
the future you want these rostered shifts to show.
Private vehicle SMS notification when services are due - a
button on the Service Due Schedule Private report allows
you to send an SMS to the owner of the vehicle advising
them that the service is due.
Fixed an issue in private vehicle owners where clicking the
blue arrow did not take you to the correct car screen.
Enlarged the payment terms field in Settings > Workshop
- also rearranged the workshop settings to be more logical.
Also enlarged the payment terms field in the invoice
print-out.
Added separate workshop fields for ABN number, phone, fax
and email in settings. This means you can have your
workshop details totally different to your normal business
settings.
Added a field to show a set number of previous days in the
Cars > Shifts portal. These shift records are normally
sorted most-recent first. However, over time, as more shift
records are added, there is sometimes a delay while the
shift records are sorted in the portal. To solve this
problem, if a delay occurs, you can specify the number of
days, which will eliminate the sorting delay.
The Driver Accident Summary report now shows the sum of the
At-fault non-insurance claim amounts and can be sorted by
any of the columns so you can quickly identify problem
drivers.
Takings Hi-Lo report - added more sort fields as well as
the day of the shift date.
Service Due Schedule report now displays the service time,
the checklist time and the total time
When going to the next roster date, if it has not been
created yet, the dialogue now gives an option for you to
view the Roster Dates Created report.
Fixed a problem when duplicating a roster, if you stop the
duplication, you are left on the wrong set of roster
records.
Fixed a problem when deleting a roster date, if the date
prior to the date being deleted did not exist.
Fixed a problem with the feature that allows you to
restrict certain users from editing driver financial
transactions.
8.1174.2 - 12th April, 2010
Added
to Driver fuel entry an optional display. The choices are
to leave it as is, or to allow the driver to choose the
type of fuel. Currently, the sections only allow one entry
for Diesel and Petrol. The second choice allows the driver
to choose the type of fuel, which results in more
flexibility in the fuel entry. Note that drivers only have
to select the fuel type on the first row. When they move to
the second row and either tab over the type, or just click
into the amount field, once the amount has been entered,
the type is automatically filled from the previous row.
(This is the same time-saving technique for drivers in
voucher type and EFTPOS number)
Added a preference to hide the Expense entry field from
driver entry.
8.1174.1 - 8th April, 2010
Added
an extra blank profitability expense, bringing the total of
blank labels to seven.
Added the ability in Profitability to copy a value you have
typed in to Sundry Income 1 and 2 as well as Sundry
Expenses (1 to 7) to all records in the found set. For
example, you might want an averaged additional expense
amount to be entered for all cars for this month. You would
type it into one profitability record (it doesn't matter
which one), then when you click the pen icon, after
warnings, this value is pasted in to all other cars.
Added another profitability layout which separates Income
from Expenses in a more logical manner. Settings >
Profitability > 'Show classic profitability layout'
allows you to decide if you prefer the new or the 'classic'
screen.
Added another profitability report - Monthly Profit Ex Tax
by car
Added driver age maximums and minimums - when entering a
driver into TaxiCab Manager or editing an existing driver,
you are warned if their age is outside the range.
Changed the driver date start/finish report to include
driver age.
In Cars, added ‘rego paid on’ field to record when the rego
was actually paid.
Added ‘Continue’ button to Statement of Earnings report.
8.1173 - March 30th, 2010
Changed the driver voucher creation process to fix
occasional Bill Amount entry anomalies.
Fixed a problem with admin entry > driver pay-in
selection, where when there were multiple pay-ins in the
ilst, the first pay-in would be selected, rather than the
one clicked.
8.1172 - March 28th, 2010
Added the ability to pay a shift by clicking on the
relevant line in the roster. Normally, when a rostered
shift has been paid, the blue dollar symbol appears on the
left of the shift if AM, and on the right of the shift if
PM. I have added a small red dot to what used to be a blank
white square which was where the blue dollar symbol
appeared. So clicking on the red dot creates a pay-in and
takes you to it. Debt and point calculations are calculated
as normal.
Changed the car details printout to reflect new and added
car details - and to print on one page. Also changed the
shift listing on the Shift tab in the cars area.
Previously, this listing was by car number, so if you
released a fleet number and later re-instated that number,
the shifts tab would display the old shifts of that car.
Now if you create a new car with the same fleet number, it
will not display old shifts belonging to the ‘ex’ car.
Changed the private car details page to stay on the
selected tab after performing an action.
Added a GoTo button in Workshop to go to private cars.
Completely rewrote the driver message routines to branch
according to the FileMaker version - in client versions
less than version 10, after entering a driver message, it
did not actually appear when the driver entered the pay-in.
Rewrote the driver transaction restriction routine to
branch according to the FileMaker version - in client
versions less than version 10, all users were blocked from
making driver transactions if the setting was used.
Added a second driver printout that is not as condensed as
the new print-out. There is now a setting > Shifts >
Driver Print-out > Show expanded instead of condensed
print-out which allows you to select which print-out you
prefer. Panel 4 (Cash breakdown and account details) are
not on the new print-out. The other panels are on the
print-out.
Added a report showing ex-tax income totals grouped by car.
Added a setting to include driver levies in the total take
figure in Profitability. Settings > Business
>Total take in
profitability includes driver levies.
Added
a second sundry income field in Profitability.
Added an Accident Summary report by driver for at-fault
accidents. The report shows the number of at-fault
accidents, the number where an excess had to be paid, and
the total per driver of the excess amount.
Added a fourth cut-off level in the Baillee Fee settings.
Cut-offs can now be: less than or equal to level 1; greater
than or less than level 2 but greater than level 1; greater
than or less than level 3 but greater than level 2; greater
than level 4
Added additional functionality to the Erase Workshop
button.
8.1171 - 5/3/2010
Changed the Gas Certificate fields in Cars to include
EXEMPTION details - you can enter the exemption number and
the Inspector number.
Changed the Driver Start Date report to allow you to choose
active or archive drivers.
Changed the driver find screen to allow you to search for
driver infringement numbers
Fixed the creation of faults from within bookings so that
the correct value is stored in the car
Changed the car archive process so that if the car has
services due, or has service items due, the archive cannot
take place until these are deleted.
Fixed fuel litre mandatory settings to correctly warn when
the maximum amount of fuel litres has been exceeded.
Fixed the accident code pull-down, so that after selecting
a code, the correct accident description is shown.
Added shortcut arrows in Accidents to go to the driver and
the car of the accident, as well as in Accounts, to go to
the account name.
Altered the Car > Dates Due report to show more info,
including the car imprinter, which itself is now a new
field in cars.
Altered the record navigation in Owners to correctly
reflect the active/archive/private status of the owner and
to go to the correct screen when the owner is private.
Fixed the Driver Holiday report to display the dates
correctly.
Fixed the Panel Shop invoice to print in the line order
that the original invoice had. You are able to adjust these
line orders once entered by clcking the up and down arrow -
the print order respects this correctly now.
Fixed a problem with users on version 8 where driver debts
did not calculate correctly.
Changed the Group entry when making driver withdrawal or
deposits, so that the group name remains, rather than being
cleared out after each entry.
Changed the workshop mechanic job-card print-out to show
multiple mechanic names with log on and log off times, so
when more than one mechanic has logged onto a job, or the
same mechanic has logged on multiple times, these are
recorded on the job-card.
Fixed a problem with the License Due Listing report for
drivers not displaying correctly.
Added a COPY and PASTE button to the driver message window
where you have the same message that you want to send to a
few different drivers, rather than to ALL drivers, using
the global.
Fixed a problem with Purchase Orders where when an item on
backorder was not correctly created.
Changed the behaviour of the Driver Entry, so that if a
driver has only one message to read, after he clicks the "I
have read message' button, the screen automatically
advances, rather than waiting for the driver to click the
Continue button.
8.1170 - 13/2/2010
SERVICES
Changed the Service Checklist so that the items in the
checklist can be chosen by the vehicle checklist category.
Each vehicle can have a checklist category
set.
CAR
JOBS LISTING
You can now do a report that shows only the wheelchair jobs
summary per car - the original report showing wheelchair
jobs as well as other jobs still remains.
Accounts
Added a new print-out for invoices, so that DVA accounts
print differently in the wide format to other accounts
Added a checkbox for account names which is INCLUDE GST.
This allows you to specify where you have an account which
has been quoted at ex-GST prices, so that the calculation
showing the total of the invoice will ADD the GST to the
job amount. Normally, the job amount includes GST, so this
provides more flexibility when creating invoices.
8.1169 - 2/2/2010
ACCOUNTS
When producing a spreadsheet from the Accounts module, the
time is added to the file name, so that you can produce
multiple spreadsheets for one day without having to rename
each spreadsheet if you produce more than one per day.
REPORTS
Added a report to show totals of cash tendered by drivers
to make checking of cash received easier. For example, if a
batch of shifts had 5 shifts, with each driver paying in 10
x $5 notes, this report would show a total of 50 x $5
notes, with a total of $250
Fixed the hide/show car number for the driver roster
print-out.
Changed to linked-shift warning when car swapping to be an
optional warning, rather than a halt.
Changed the linked_shift warning when swapping a non-link
car to a link car, as well as a link-car to a non-link car
- both of these being dependent on the
driver_linked_shift_warning being Yes
Service Due Schedule Private now shows the owner name as
well as the phone number so that you can contact the owner
to book the vehicle for service.
EXPENSES
A setting now allows you to show or hide the number of
hours in invoices
8.1166 to 8.1168 - 15/1/2020
ROSTERS
Fixed
the behaviour of the Clear Link buttons when setting
regular shifts
8.1155 to 8.1165
DRIVERS
When creating holiday days for a driver, if the driver is
already on the roster for the days that you are making as
unavailable, the driver is removed from the roster for the
range of dates you are creating. You are given a warning
first.
The driver printout now has a further option where you can
display a larger amount of fuel entries.
CARS
In Reports > Cars, there are now two buttons which allow
you to make bulk changes to car owners and car groups. For
example, you may have an owner or group change which you
forgot to apply to the car when it actually occurred. These
buttons allow you to select a date range to which the
change should be applied and allows you to enter the
correct owner of group. The changes are then made in all of
the relevant tables, such as Shifts, EFTPOS, Vouchers,
Bookings, Accounts and Expenses.
Similarly, if you change the Managed status of a car, you
are able to apply that change to a date range to make it
retrospective.
8.1147 to 8.1154
ROSTERS
When you have a set of linked driver shifts and the driver
is cancelling the pay-in shift, the link to the pay-in
shift automatically reverts back to the shift before the
shift being cancelled when you click the CLEAR LINK button.
In other words, if a driver was linked Monday AM to
Wednesday PM, and he cancelled the Wednesday PM, when you
click the CLEAR LINK button, the Wednesday AM shift becomes
the pay-in shift automatically.
8.1132 to 8.1146
DRIVER ENTRY
For additional security, when drivers are entering their DA
number, the numbers being typed in are
invisible.
8.1117 to 8.1132
DRIVERS
You are now able to allocate your own choice of colours to
differentiate regular vs. casual drivers on the roster
instead of the pre-determined green and red colours.
Settings > Roster
The creation and deletion of holidays for drivers has been
revised. You can also choose to remove a range of dates
from a driver's holidays. For example, if you have a driver
on holiday for three months, and she phones to say she can
drive for two weeks in the middle of that period, you can
select just those dates and the unavailable days will be
removed.
SHIFTS
You can now choose if you want the shifts FILTER page to
always be sorted or not.
8.1093 to 8.1116
ACCOUNTS
You are now able
The driver printout has gained more options - Settings >
Shifts > Driver Printout
A new setting allows you to choose if you want drivers to
be able to edit the driver levy fields when entering their
pay-ins.
The new Parts Usage List report allows you to quickly see
when a particular part has been fitted to a
vehicle.
8.1092
Changed
the version number system.
DRIVER ACCOUNTS
You can now 'Settle Up' a driver. If, for example the
driver is leaving and has over/unders, savings or debts,
you can settle up these accounts in one process, instead of
having to go to each driver account and doing the
transaction there.
A 'Transfer' button has also been added to driver accounts,
which allows you to easily transfer monies from one account
to another, so for example, you could transfer an overs
amount to debts so as to reduce a debt amount.
You can now specify the look of the driver print-out by
selecting radio-button choices in Settings > Shifts >
Driver Print-out. You choose the placement and design of
different panels, such as Vouchers, EFTPOS, Monies, Fuel,
Checklist, Future shifts etc.
PRIVATE CARS
You can now enter faults for private cars directly into the
private car record. A private car fault is treated
differently to a fleet fault, in that it is never
'completed' as such - you enter whatever action you have
taken to rectify the fault and that then becomes a
permanent history of the faults of that private vehicle.
The faults tab for fleet and private cars sorts by the
creation date - latest first.
NEW REPORTS
Workshop job listing by mechanic - shows percentage of
labour cost for each mechanic. Can also be exported to
Excel.
Parts and Labour Markup Percentages - shows for each
invoice the markup of labour and parts.
8v2.1049
SHIFTS
You can now allocate a TYPE to your EFTPOS transactions,
where your vehicles offer more than one method of accepting
EFTPOS payments. The reporting engine also allows you to
report on your EFTPOS by type by selecting the type you
wish to report on.
8v162
ACCOUNTS
You can now specify which fields are mandatory for drivers
to fill in when entering account detailed dockets - the
choices are Passenger Name; From; To; Hours; KM. The
assumption is that the account name will always be
mandatory. The setting to make ALL account fields mandatory
still applies - this will override these individual account
settings.
VOUCHERS
You can now specify using a Yes/No radio button if you do
not want a voucher name to appear in the pull-down
selection box for both driver and admin pay-in entry.
Coupled with the Yes/No radio button to show the voucher
name in the pay-in button selection, you now have full
control over which voucher names appear in different
circumstances.
To assist drivers when entering dockets and EFTPOS, two new
features have been added.
1. Where a driver has many of the same type of docket, once
he has entered the first type of docket and tabbed to the
amount field, if he tabs into the next docket line and tabs
OVER the docket type into the amount field, once he enters
the amount and tabs to the next docket line, the docket
type will be AUTOMATICALLY filled with the preceding docket
type. This facilitates the whole process of docket entry
for drivers.
2. For depots that record the EFTPOS receipt number, a
similar feature has been included. Where you are wanting to
record individual EFTPOS receipt numbers, rather than only
the receipt of the end of shift print-out, once you have
entered the first receipt number and amount, if you tab
over the next receipt number and enter the amount, the
subsequent recipt number is AUTOMATICALLY entered.
DRIVERS
You can now specify for individual drivers which account
names will appear for selection when they are entering
account dockets.
CARS
A Gas Type field has been added to car details, where you
can record the LPG system if the car has it installed. This
field has been added to the Rego / Plate report.
The KM/litre average field now displays on each car,
instead of having to run the Car Statistics report to get
this. It also shows on the Rego/Plate report. A setting
field has been added to the Car Settings, where you can
enter the number of days that you want the calculation to
average over - eg. if you enter 30, the average is
calculated over the last 30 days.
SHIFTS
The log which records all changes to pay-ins now includes
tabs to include EFTPOS and Vouchers as well.
The SCAN button now records an entry in the log, so you can
see when a pay-in has been scanned, unscanned or when an
attempt has been made to scan a pay-in by someone who does
not have access (see below)
8v161
DRIVERS
When setting up regular shifts for drivers, you can now
specify a commission percentage that will apply for the day
of the week and shift. This overrides the cut-off
percentage if any have been set up in Settings > Baillee
Fee
SHIFTS
The SCAN button on pay-ins has been modified so that only
those users with the checkbox "Sensitive Shifts Access" can
UNSCAN a pay-in. This means that a pay-in can be checked by
any user that has access to shifts, but once SCANNED, only
specified users can now make changes to the pay-in. This
increases the security of pay-ins and allows you to 'lock'
a pay-in once it is scanned.
8.3v16
ROSTERS
When putting a driver on standby, you now have the option
to set up a regular schedule of standby shifts. You can
still just click the button to add a driver to standby for
the shift and date that you are on. But now you have
choices for - the days of the weeks, AM and PM as well as a
date range. For example, you can place a driver on standby
for all Monday PM shifts between a date range, or for all
AM shifts between two dates. This gives you extreme
flexibility for the standby function.
When archiving a driver, all regular shifts for that driver
are deleted, any holidays records, or standby records are
deleted as well. Any rostered shifts beyond today will be
cleared from the roster. Unpaid pay-ins earlier than today
will be left alone - the assumption is that the driver has
done the shifts and is therefore owing for these shifts. If
the driver’s total owing amount is anything other than
zero, the driver will still be archived - these drivers
will still hold owing balances.
8.3v15
ACCOUNTS
A new button has been created to allow the bulk creation of
invoices for all uninvoiced jobs. This prompts you for a
date range - once entered, all vouchers for that date range
will be added to an existing invoice if it already exists
for that date range, or a new invoice will be created for
that date range if it does not already exist. If the
invoice has been paid, the process will not be allowed. The
date range has to be within one calendar month. If the
Account filter or the Group filter has been used to filter
uninvoiced jobs, only those visible jobs will be
bulk-created. The existing button to add jobs to individual
invoices still works as usual.
8.3v14
ACCOUNTS
CUSTOMERS
When adding an account customer you can now allocate a
default group for that customer - this default is in
Settings > accounts. When an invoice is raised for that
customer, the customer group is automatically added to the
invoice
ROSTER
The black box that indicates that a driver has a visa
restriction has now been enhanced so that it shows the
number of shifts worked during the calendar week (Monday to
Sunday) as a white number overlayed on top of the black
warning box. The accreditation area in the driver profile
now has: Date Checked as well as Start and End Dates, so
you can enter when the visa was checked, and when the
driver is in a restricted session.
In all views, a T button between the Next and Previous
buttons has been added that takes you straight to the
current day, in whatever view you are on. The means of
selecting a view has changed - the roster now has 4
buttons: 1, 3, 5, 7 instead of a pull-down menu. Extensive
work has been done on the rosters to eliminate re-drawing
of the roster screen as far as possible.
8.3v13
SETTINGS
You can now allocate a colour to the Roster Paid Names that
you define. For example, you could define a name as
Inspection and assign a red colour to it - when you
allocate the roster car to Inspection, the background
colour changes to red.
ROSTER
When viewing 3, 5 or 7 days, you can now choose if you want
the date of the 1-day view to be in the MIDDLE of the 3, 5
or 7-day, or the FIRST date displayed on each of these
views.
The printout of the 5-day roster is now enabled.
In the STANDBY screen accessed by clicking the blue ball at
the top of the AM and PM shifts, there is now an option to
print the standby shifts
AUSTRALIAN BANKING FILE
You can now create a file to upload to your bank, so that
you can make bulk payments to drivers at one time, instead
of making individual payments for each driver via the bank.
DRIVERS
You can now make a bulk change to driver levy 1 and 2 for
all drivers, in the instance where you increase (or
decrease) the levy for all drivers.
8.3v10
PAY-INS
The order of fuel entry has been changed - Litres on the
left and Amount on the right. This has now also brought it
into line with driver entry and other amount data entry
with the amount on the right hand side.
DRIVER ENTRY
The Meter On-Off and Wheelchair Yes-No buttons can now be
hidden Settings > Shifts > Field Settings > Fields
ACCOUNTS
Fleet numbers in account invoices can now be displayed as
the Fleet number or the Registration number of the vehicle.
Settings > Accounts
8.3v9
EXPENSES
In Settings > Workshop there are now check-boxes next to
Consumables Fee and Environment Fee - if ticked, the
amounts will be automatically added to each invoice. The
normal method of clicking the labels to insert the fees
into the fields while in the invoice still applies - or
naturally you can just type the amounts
in.
PRIOR
CASH BREAKDOWN - when drivers are entering their expected
cash, if it is a positive amount, and you have allowed it
in Settings, a cash breakdown will appear for drivers to
enter. They simply have to click the number of notes and
coins - a warning displays if the cash breakdown is not the
same as the expected cash, which the driver can skip if
wanted. The entire cash breakdown can be hidden in
settings> driver.
DRIVERS
Driver birthday message - in Settings > Drivers you can
now enter a birthday message which appears after the driver
has entered his/her DA number. There is also a report
showing birthdays whose month and date are within your
selected date range.
Bank account details report has now been added - users can
only select this report if sensitive access is ticked in
their user profile
Drivers Monies Summary report - shows on one report all
balances for each driver - savings, owings and debts.
Driver Standby Report - shows a list of standby drivers by
date range, or selected driver.
Also in the driver profile, a new tab called ROSTER has
been added - here you can see the standby shifts for a
driver as well as their future rostered shifts.
When adding a standby driver, you are now able to add
multiple standby drivers at once, rather than going back to
the roster and clicking the standby button each time.
ACCOUNTS
You can allocate an hourly charge rate and an hourly driver
rate to an account name. The driver can enter the number of
hours of a job, so that the voucher amount is the hourly
rate multiplied by the hours. Similarly, the bill amount is
the number of hours multiplied by the hourly charge rate of
that account name.
ROSTERS
When allocating a driver to the roster, if the "Driver is
already allocated to a previous or next shift' warning
comes up, pressing the Enter key accepts the warning -
previously you had to click the Ok button with the mouse.
Similarly with the 'Expired License' warning - although
this was the standard behaviour with the license warning.
When clicking on a driver that is part of a link, all of
the linked shifts now appear - previously you needed to
click the Show All Unpaid Shifts button for this.
You can choose to show the Driver License Warning in
Settings, which displays an expired license warning to the
driver, as well as the warning that shows the driver is
rostered on the previous or next shift.
You can now print a report listing phone number and license
numbers
PROFITABILITY
If you make a change to an owner's name after a
profitability record has been created, a 'swoosh' button
next to the owner's name inserts the owner's name again.
ROSTERS
A settings now allows the rate column in the roster to be
used as either the % commission that the driver receives,
or the set pay rate. This means that on a shift by shift
basis, the commission % can change - useful where a car has
broken down and you want to compensate the driver. You
cannot combine the two settings - it is an either-or
situation.
CARS
A button in Cars called PRIVATE, allows you to create a
private car for workshop jobs as well as to track service
schedules for private cars. A Service Due Schedule for
Private Cars has also been added to reports. When you are
on the car filter page, you automatically view all active
fleet cars, but you can also view only archived cars, or
private cars.
A report showing insurance details for each car is now
available.
SERVICE INTERVALS
If you change a part in the service build, and you are
using service intervals, when you change any part detail in
a service build line, all vehicles using that part in their
service intervals will change as well.
ACCOUNTS
Account names can now be allocated an administration
percentage fee which can be added to invoices.
The invoice and driver rate attached to each voucher can
now be either fixed, or it can be set on a daily basis.
