Automated Email Sender address
Setting to allow specific address on demand-based emails sent by Pulse.
Improved Mobile Service login
On login via the mobile consultant interfaces a dual login session is loaded to allow easier access to reporting.
Service Request Search
Improved Service Request search to find Reference Numbers padded and non-padded. Also improved consistency in these searches used in more than one part of the application.
Service Request Financials multi-region improvement
Quantities related to Consultants and Service Requests now allow Miles as well as Kilometres.
Active Survey/Checklists now changeable
Checklists and surveys that already have answers can now be altered. For example New questions or answer options may be added.
Cancelled Service Requests
When a Service Request is cancelled (rather than closed) it can now be configured to ignore the usual mandatory fields related to closing.
Speed Improvements
Service Requests grid listings data handling significantly improved to reduce download times.
Service Request adding and updating interface selectively improved to reduce download speed and save interface space by hiding non-essential components.
Service Request to Quote linking
Interfaces related to linking Quotes and Service Requests improved.
Service Request Move
When a Service Request is moved between braches of a group of clients, the Reporting User may be retained.
“Price On Application” Quotes
Ability added to specify that a Catalogue Item is Price on Application (POA) added.
Trial Balance Drill-Downs
Trial Balance drill—downs improved for better usability
System Ownership in Like-for-Like swaps
In a Like-for-Like swap of a System in the service process, ownership and contract linking can be automated.
Van Stock Usability
Improvements to Consultant Van Stock movement, to allow quicker and easier to understand stock movement.
Contact Person and Consultant Search
Contact Person and Consultant searches enhanced to include mobile number.
Financial Transaction Posting Safety
Disallowed posting of negative financial documents where this is not safe.
Prevent bank-account postings in periods already reconciled.
Invoice Improvements
Invoice quantity should default to 1.
Default the description text to the description of the catalogue item that was selected.
On the list of invoices under the Customer Financials, show a column for Amount Outstanding.
Recurrent Transaction Automation
1. On Advanced recurrent transaction, improved defaulting and fallback of VAT type.
Recurrent Billing.
2. Populate the contract/system links charge amount frequency from the client sales price matrix and catalogue item details.
3. Generate monthly Recurrent Transactions based on the systems and services that are linked to a contract.
4. Also able to do pro-rata amounts for start and end dates that are not at the beginning or end of months.
5. Make monthly invoices from the Recurrent Transactions.
6. Where more than one recurrent transactions are on the same contract in the same period, it is able to make one invoice between them.
7. Cancellation charges within term, and cancellation charges after term.
8. When a contract is terminated, the cancellation charge invoice is generated from this information.
9. Additions to Contract, Catalogue Item and System interfaces to allow details required for above.
Invoicing Service Requests on Close
Invoice certain SR categories on close, but don’t post invoice. If there is already an invoice with this kind of lineitem, that is not posted, add a line to it.
Enhancements for Foreign and Non-EU accounts
New fields on Client and Account Transaction: ForeignYN, EuropeanUnionYN.
PDF Financial Documents
Invoice and Statement PDF document generation added.
