May 2012 Update for Software Assurance
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Updates made available during the previous six months cover a variety of modules within the axis diplomat system, including
Nominal Ledger
Draft Accounts
The Draft Accounts have been modified to allow exclusion of accounts with zero balances or exclusion of entire groups where all balances are zero. In many cases, this can substantially reduce the length of the Draft Accounts report and improve its readability.
Historical VAT Report
A new Historical VAT Report has been added, which can produce a VAT report for a previous period or year (subject to the transactions being available - usually the current year and the two previous years). This is ideal for dealing with queries (such as from HMRC) without needing to go back to year-end backups or archived records.
This report can be found in Nominal Ledger > Nominal Ledger Reports > Historical Reports.
Sales Ledger
Sales Ledger Payments
Sales Ledger Payments have been extended to allow a new payment type of "Electronic Fund Transfer". Previously, these would need to have classified as Cheque payments so this development adds clarity.
New status codes have been added for both Cheque and EFT payment types to show whether, for example, a cheque has not been received, has been received but not cleared, etc.
Document Delivery of Credit Notes
Document Delivery has been extended to include support for delivery of credit notes. When running Print Credit Notes, any customers configured to receive invoices by email (or fax) will now receive credit notes in the same way (to the same contact that is used for invoices).
Other Sales Ledger Enhancements
The Customer Enquiry and Customer Account Maintenance functions have been modified to include a SmartLink on the General Details tab to provide quick access to the full information on the main contact.
The functions to produce Customer Mailing Labels have been modified to optionally print labels in short name order instead of in account number order. These can be found on the Sales Ledger > Sales Ledger Label Printing menu.
The Credit Control Monitor has been modified to optionally perform the same auto-allocation process that the Debtors Schedule can do - offering the options to assume that cash and credit balances will be allocated to the oldest debts, the newest debts or the debts that originate in the same period as the cash/credit.
CRM & Campaign Management
Campaign Call Attachments
For customers with Campaign Management, telesales calls generated from campaigns calls can now have attachments in the same way that other calls can.
Other CRM & Campaign Management Enhancements
Monitors with Calls-related tabs now operate much faster when filtering by Call Category.
Sending Call Shortcuts has been improved by defaulting the recipient to the operator whose responsibility the call is (if it is not the person sending the shortcut). This saves time by ensuring that, in most cases, the Send dialogue is correctly pre-filled and only needs changing if you are sending a shortcut to someone else for their information.
The Membership List tab in Campaign Maintenance now includes columns to show the account Short Name column and to indicate whether emailshots are allowed.
Gap Analysis
Gap Analysis by Date Account Opened
The Gap Analysis function has been extended to include added selection of the Date Account Opened range. This allows you to generate a Gap Analysis report (or Campaign if you are also using Campaign Management) for all those customers that, for example, were a new customer last year that have not purchased this year.
Stock Ledger
Stock Search for Resaleable Items
Stock searches (through Stock Enquiry and Stock Record Maintenance) have been modified to optionally only include resaleable items.
Stock Control Monitor Enhancements
A number of enhancements have been done to the Stock Monitor introduced in the previous Software Assurance release:
- It is now possible to produce an Historical Comparison Graph by simply right-clicking on a particular stock item within the monitor
- A new option has been added for customers using Supplier Price Feeds to add a column showing the Supplier with the best price
- A Resaleable items only filter has been added
- A Stock Item filter has been added to allow you to see stocked items, product (non-stocked) items or both
- An Unsourceable Items filter has been added to allow you to see items that cannot be purchased from a particular supplier
- The Discontinued items filter has been changed to offer the options of only showing discontinued items, not showing discontinued items or both
- Columns have been added for Issue History (showing all of the Issue History figures that previously you would need to drill-down to the Stock Enquiry for)
Warehousing
Warehousing and Despatch & Delivery Management Enhancements
Customers using Multiple Bins (otherwise known as Bins on Stock Transactions, BOST) can now go straight into the Goods Received function from the Purchase Order Monitor.
The Delivery Monitor has been modified to add columns for currency and goods value.
Kernel
Easier Creation of Copy Systems
It is now much easier to create a copy system without needing to know where the backups are stored - you can now simply go into the Backup Enquiry function, right-click on the backup that you want to use as the copy system and select the "Restore To Copy" option.
If you do not currently have Software Assurance and would like to discuss it further, please speak to your Account Manager or complete a Software Assurance Enquiry Form.
Please click here to view details on the previous October 2011 Update for Software Assurance