8.1170

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


8.1169

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

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.