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Latest Update – 03.06.21

Alerts

Vehicle Check Alert

Vehicle Check Alert

Just when you thought that our amazing new Vehicle Check feature couldn’t get any better, along comes a series of alerts that do just that!  Choose which elements you wish to be notified about and you will be kept up-to-date automatically, straight into your inbox.  Simple.

Stock & Equipment

View Stock & Equipment Worksheets on the Web

View Stock & Equipment Worksheets on the Web

Ever wished there was an easy way to view and edit stock worksheets for completed jobs on the web?  Well, now you can, just look out for the blue icon indicating that there is a worksheet attached to a stock item.

From the Job result, Worksheets subtab the spanner icon will advise if stock worksheets are attached.

Finance

Job Finance: Drag and Drop Line Items

Job Finance: Drag and Drop Line Items

Do you love the flexibility of our financial documents layout but sometimes wish that it was faster to move line items into your preferred order?  Now you can, as the drag and drop ability has been added to line items, allowing you to move them into any order you like in a single click.

Job Finance: Sort Financial Line Items

Job Finance: Sort Financial Line Items

Dragging and dropping line items: amazing but still too strenuous?  With our new Sort Items button, you can set primary and even secondary sort parameters. Select them here and watch the line items magically reorder themselves.

Display Nominal, Department and Tax Code Descriptions

Display Nominal, Department and Tax Code Descriptions

Isn’t it frustrating when you can’t quite remember if the code you want to use for a financial document is the right one?  That’s what we thought, so we’ve added descriptions to the code numbers on Nominal, Department and VAT codes to make life that bit easier.

Import/Export

Resource Skill Import/Export

Resource Skill Import/Export

Importing and exporting data is such a time-saver so we thought you might appreciate it if you could also use it around Resources.

Now you can import/export these skills

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Updated on 3rd June 2021

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