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Version 3.040
The following changes / additions have been implemented into GA3 including an overhaul of the account payments section and expense payment system.
The customer accounts section has been re-designed in an effort to make it easier to use, more intuitive and more flexible. Whilst it may look a little different, it should now be much easier to follow and understand.
Changes to the account manager screens include:
| 1. | It now shows payments / invoices in their own list's
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| 2. | You can now either fully assign a payment (as before) or partially assign a payment to an invoice.
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| 3. | You can now be more specific as to which payment (or credit note) is for which invoice, i.e selecting payment 100 and allocating it to invoice 5555, this was difficult in the previous versions especially if more than 1 payment was awaiting allocation.
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| 4. | Undo functionality is now vastly improved. You can undo payments individually from each invoice it was allocated to, or as the previous version, undo the entire payment.
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| 5. | Selecting a payment or invoice will show (as previously) what if anything it has allocated, we have expanded this to add a small green highlight next to the relevant documents directly in the list view, making it much easier to see.
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| 6. | You can now print a payment advice sheet anytime you want by selecting a payment and choosing the 'print payment advice option'
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| 7. | The overhaul also includes some major performance increases, such as no more waiting for it to check all records when you close out of the screen, Lists should be more responsive i.e when scrolling up / down etc.
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Additional Fixes / Changes / Additions
| 1. | Fixes to the date and time calculations for the V4 Beta Calendar.
This should resolve issues where the end date / time ended up with a ? causing the appointment to not display.
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| 2. | Fixes to the V4 beta calendar when an appointment spans more than one day, but the end time is before the starting time, ie Monday 2pm to Tuesday 10am. (previously appointments would not show on Tuesday)
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| 3. | Fixes to navigation system, where you could end up stuck on an invoice screen and previous / main menu buttons failed to return to the main screens. |
| 4. | Fixes to performance when going from Customer Profile to a Vehicle Profile.
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| 5. | Fixed cambelt / misc reminders not checking SMS Credits before performing a mail shot.
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| 6. | Fixed custom mail shots not converting links from the template to html email format.
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| 7. | Fixed sage export issue, where parts would use the same nominal code as labour.
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| 8. | Fixed account privileges to block archive screen, when using advanced search / find vat free docs.
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| 9. | Fixed custom mail shot clear list button.
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| 10. | Fixes to performance caused by the due reminder count's on main menu screens.
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| 11. | Fixes to a number of document locking issues for network users. Documents should now lock correctly and display the relevant message on another users machine if they try to view / edit the document.
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| 12. | Added an additional check on a customer profile to prompt whether to delete or save if the profile contains no data and you navigate away from the area.
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| 13. | Added additional error checking to SMS / Email reminders, if they fail you can now view / resend the failures.
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| 14. | Added an option when printing vehicle history to limit to 6 or 12 months rather than it always printing 'ALL'
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| 15. | Added an option to disable a technician, so they can still show on reports but no longer be selected for use on a document.
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| 16. | Changed customer / vehicle list screens to initially show records starting with A, rather than all, since the majority of the time search would be used, this considerably speeds up changing screens especially on network versions.
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Version 3.037
This is a small maintenance update with a few fixes and additions:
| 1. | Fixed 'repeat sage export' expenses issue, where payments where not being repeated properly.
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| 2. | Fixed issue when using a different 'view reminders from' date other than the current date.
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| 3. | Fixed issue with reminder 'reschedule' options only being applied based on the MOT option. |
| 4. | Fixed 'import customer / vehicles' routine, this was creating duplicate customers if there was a mix of account and none account customers being imported. |
| 5. | Added 'Print Address Labels' button to Custom Mail shot section, using Avery A4J8159 label template. |
| 6. | Added the option to include images with links in email templates. |
| 7. | Removed clock from Calendar V4 screen, seems to be causing issues.
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| 8. | Fixed issues with PostcodeAnywhere integration was not working on appointment / customer profile screens |
| 9. | Fixed issue converting invoice from cash to account (or vice versa) changing the MOT Trade Option
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| 10. | Fixed sub-totals not displaying on order management screen (may affect new orders only)
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| 11. | Fixed stock cost price issues when receiving stock orders.
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| 12. | Fixed issue where supplier could change on the first listed stock order, when receiving another.
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| 13. | Fixed vehicle history printout should now only display issued invoices, rather than all documents.
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| 14. | Fixed issue where tax code would be in lower case when exporting expenses to sage, causing import issues.
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| 15. | Fixed issue where using advanced search for a document would display the document as 'read only' even with admin rights.
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| 16. | Fixed a display issue with the description field for expense records, when viewing paid/unpaid lists
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| 17. | Adjusted Ledger Printout to show outstanding balance and total receipts, instead of just 'credit notes'
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| 18. | Fixed missing 'Account Payment Amount' field (34) from ranged csv export
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| 19. | Corrected issue where mini calendar (via V4 calendar screens) would not use chrome frame when selected under settings.
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| 20. | Added Job sheet style 5, which is a copy of 1, however including the terms and conditions at the bottom. |
For Online Booking Users:
The online booking sync will be turned off afte running an import / update.
This is to help prevent possible issues, such as if you where to take your data home or give it to your accountant for review.
If a sync takes place the new bookings will only be on this copy of the data and not on your main system.
If you have no intentions of restoring the data back to your main system, there will be no way to re-download these appointments.
A sync on/off button has been added to the login screen to allow this to be turned on easily.
Version 3.036
This is a small maintenance update with a few fixes listed below based on user feedback over the xmas period.
| 21. | Reminder Status colours have been changed to Red = Expired, Orange = Due Shortly, Green = Due In Future.
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| 22. | Adjustments have been made on the document screens to show the reminder status and new colours.
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| 23. | The reminder set screen now shows the status more prominently, with the option to clear the last sent date.
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| 24. | Perform mailshot should now work properly for each type. i.e due / expired will perform the mailshot as normal, but previously sent lists will not reset / reschedule dates etc.
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| 25. | It should now return to the correct 'list view' after performing a single mailshot.
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| 26. | The list in view is now reflected in header section, i.e Found x Previously Sent Reminders.
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| 27. | An option has been added to the setup wizard to allow you to include (or not) expired reminders within a mailshot. By default this will be set to NO, so if you want reminders which have a date in the past to still send, set to Yes
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| 28. | The required templates should now generate correctly and correct any issues caused from previous versions.
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| 29. | The new calendar's text colour should now change between black / white correctly, depending on the background colour chosen.
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| 30. | Fixed an issue where creating an account document from an appointment could clear the customer details from the database.
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Version 3.035
This is a small maintenance update with a few fixes listed below based on user feedback over the last few days.
| 31. | Mail shot's where not clearing correctly after performing the mail shot, this affected all but MOT reminders
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| 32. | Performing a 'single' mail shot from the list screen would not work correctly.
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| 33. | Previous page on pending list failed after performing a single mail shot.
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| 34. | Fixed an issue where the new calendar system would be delayed with its online booking sync.
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| 35. | Added a new button in the vehicle profile section on the reminders tab to allow you to change the last actioned date.
When a reminder is performed, the last action date is set. This is how the system works out if its due, expired etc.
A small X will appear next to this, allowing you to either clear or modify this date if required. |
| 36. | New required templates may not have been generated correctly. A new check has been added which will re-create any missing templates and resolve the issue. |
Please check your document templates via Admin > Mail shot's & Document Templates.
You should have the following templates by default : (listed in order they appear in GA3)
PRINT : Account Overdue
PRINT : Cambelt Reminder
PRINT : MOT Reminder
PRINT : Other Reminder
PRINT : Service Reminder
EMAIL : Account Overdue
EMAIL : Cambelt Reminder
EMAIL : Estimate Attached
EMAIL : Invoice Attached
EMAIL : Jobsheet Attached
EMAIL : MOT Reminder
EMAIL : Other Reminder
EMAIL : Service Reminder
Version 3.034
This is a small maintenance update with a few tweaks / changes listed below based on user feedback over the last few days.
| 1. | Changed any empty 'reminder methods' to 'By Post'. The recent changes in GA meant that if a reminder method was not set, the reminder could not be sent. A new option was added via Admin > Setup wizard, allowing you to choose a default method when creating a new vehicle to assist with this.
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| 2. | Re-Added the linked document number to both the old and new calendar systems, this was removed in error.
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| 3. | Fixed an issue with the new calendar system on network systems, where it would show as 'record is in use'
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| 4. | Changed the grid colours on the new calendar system so they are more visible.
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| 5. | Fixed an issue with the new calendar system, where bays would not sort according to your settings
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| 6. | Added a message on the print preview screen, with a link to download / update Adobe PDF Viewer.
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| 7. | Added a minimum column width setting to the new calendar system, allowing you to fit more (or less) bays on screen.
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| 8. | Possible fixes to email attachment issues. Attachments not showing on some email clients.
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| 9. | Possible fixes to email image attachment issues. Images not showing 'inline' when added from the send mail screen (templates are ok)
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Merry Christmas and Happy New Year from the staff at SWS
Version 3.033
The following changes and additions have been made in Garage Assistant 3
A. Reminder System Changes:
| 1) | Reminders can now be sent by Email, Post AND SMS not just one or the other.
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| 2) | You can now choose your own time when reminders are triggered, instead of the default 30 days for all, you can set for instance, 30 days for MOT, 7 days for Service, 14 days for Other etc.
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| 3) | Reminder dates are no longer removed when a reminder is sent (if not set to reschedule)
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| 4) | The old date remains in place but will be set as expired (automatically)
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| 5) | Reminders expire automatically, so will not be included in mail-shots when they are not future dates
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| 6) | This works behind the scenes with a last actioned date, so knows when a reminder has been sent.
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| 7) | Reminder screen allows you to view expired lists
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| 8) | Fixed : Reminder list screen now allows you to perform a single mailshot properly, rather than just print draft, it can now print / email / sms the reminder as it should be.
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| 9) | Reminder dates shown on vehicle list screens now indicate when expired, or due to be sent
Expired = Red, In List to be Sent = Green
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| 10) | If reminders are disabled, they will simply grey out and become italic.
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| 11) | Changed : Date is no longer pre-set on reminder letters, it can be added manually instead for positioning.
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| 12) | Fixed : SMS reminders would not show vehicle if a document was not on system for that vehicle.
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| 13) | Improved auto set reminder when performing a Full MOT, so it works when current date is no longer valid, i.e reminded or expired.
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| 14) | Added the ability to specify default 'send methods' for new vehicles entered via setup wizard. |
B. Letter Template Changes:
| 1) | Templates have now been split into categories of Print or Email, as such, after importing your data, existing templates will be duplicated and marked appropriately.
This allows you to send a different format of letter by email, than you would by printing it. |
| 2) | Email templates now generate formatted HTML emails (as seen in xmas letter thread)
This allows you to insert up to 6 images inline, such as a letter head and some other graphics to make your emails nice and fancy. |
| 3) | You can also insert unlimited images from a website url, meaning no need to attach them. |
C. Emailing Changes:
Aside from the template changes, we have also changed how invoices, job sheet's and estimates are emailed. Instead of simply sending it immediately, you are now taken to the 'Send Email' screen with the document and advisor pdf files already attached and ready to send.
This allows you to add some extra information into the email, choose different templates, or add more attachments before you send it.
D. NEW Document Alerts:
You can now set an alert / notice against a document. This can be set to trigger when the document is viewed, when it is about to be issued or both.
You simply choose when to display it and enter a relevant message.
Depending on the display option chosen, the notice will popup on the screen automatically.
An indicator has been added to the top of all document screens to show if a notice is present / allow you to set one.
E. NEW Calendar System:
The new calendar system has been made available, although still as a beta.
You will be able to change back to the old one if you experience any issues.
The new calendar should mimic the existing calendar in most areas, however it is missing the 'all day' feature at the moment, so any appointments with no start / end time can only be viewed via the list or archive screens.
The new calendar should perform at least 10x faster than the existing system, making it quicker and more intuitive to use.
There are a number of new views available, such as a 7 day view showing all resources.
F. NEW: Appointment Reminders
You can now schedule a reminder against appointments.
When the reminder is due, no matter where you are in GA3, this will popup with your own custom message, including the time and date of the appointment.
Since you could be in the middle of something, there are no 'actions' available, such as view appointment, this could cause data issues, so will not be added as a feature.
You can however, dismiss or set it to snooze for a period of time.
To set a reminder, either edit or create an appointment and click the new 'Set Reminder' button.
G. Various other fixes / changes:
| 1) | Changed: Extended Invoice No field for expense reports
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| 2) | Technician and VAT applicable fields now repeat what was last selected when entering additional line items. The first one is looked up from settings, subsequent use the previous value
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| 3) | Fixed: auto add to stock popup, tracking is not being enabled even when selecting Yes.
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| 4) | Fixed: Issue, changing cost price when receiving an order, does not reflect in stock transactions
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| 5) | Fixed: Issue where accounts on hold could still be selected for an invoice.
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| 6) | Possible Fix to issue where expense export to sage incorrectly reports missing nominal codes.
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| 7) | Fixed: sorting issues with history (previous parts and previous labour)
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| 8) | Added: cash accounting option to sage exports, with this set to off, vat figures will not be included with payments.
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| 9) | Added: footers to reminder print outs
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| 10) | Fixed : Customer and Vehicle list screens, return to last position after viewing a profile.
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| 11) | Changed: Improved navigation between customer / vehicle profiles.
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| 12) | Fixed: Issue where clicking from a vehicle profile to an account customer profile, would not show their account number.
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| 13) | Added: Customers Account number to ledger style 1.
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| 14) | Fixed: 'Day' ledger, not showing headings / sorting properly.
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| 15) | Fixed: Issue where PostcodeAnywhere integration could fail to perform a lookup
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| 16) | Added: +353 country code to SMS system
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| 17) | Fixed: Issue with Excess Invoice Total Figure on print out - When no excess figure, but VAT = yes.
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| 18) | Fixed: Issue where vehicle history links may not be working, especially re-linked ones with *(date)
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| 19) | Fixed: Issue on mac, where blank pages would print for each reminder.
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| 20) | Fixed: Issue preventing 0.00 from printing on documents when filled out. If empty, it will remain empty on printouts. However if you enter 0, it will print as 0.00
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| 21) | Changed: Print Preview to use a temporary PDF and display inside of GA3
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| 22) | Changed: Enabled File > Print Preview for jobsheets / estimates / credit notes and Excess Docs
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| 23) | Added: Online Booking Expiry reminder to front screen of GA3, when online booking is enabled and close to its expiry date. |
| 24) | Fixed: SMS messages would fail when using 'enter' within the message. |
| 25) | Fixed: "Possible Customer Matches" would suggest account customers, when on a standard document. |
| 26) | Changed: Replaced 'notes' with Manufacturer / Item Location on the bottom of stock listing screens |
| 27) | Added: Restricted access to Archives from user accounts, also affects quick search and advanced search |
| 28) | Changed: stock restrictions to include option to Add Stock, rather than just view / edit.
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| 29) | Added: stock restriction to disable return to supplier option when deleting parts from a document. |
| 30) | Added: missing totals to bottom of 'add payment' screen from account manager. |
| 31) | Changed: Automatically fills in payment date with current date when clicking add payment.
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| 32) | Fixed: Systems running on mac osx could not view files attached to a document
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| 33) | Changed: Referral methods are now looked up from customer database for new documents
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| 34) | Added option to change a referral method to "Regular" after x documents have been created (step 10 of setup wizard) *previous documents will keep their original referral method, i.e advert etc.
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| 35) | Changed Vehicle "Re-Assign" option on documents to "VRM Trans" and added an additional option to change the current vehicles registration, keeping history in place automatically.
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| 36) | Added the 'VRM Transfer' option to vehicle profile screens
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| 37) | Fixed issue trying to edit an Excess document from the account manager screens
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| 38) | Fixed issue with 'adj' button for Excess documents from the account manager screens |
Version 3.031
The following changes and additions have been made in Garage Assistant 3
| 1) | Fixes an issue where creating an expense record when receiving a stock order would be incorrectly set to the wrong document type (std or acc) causing it to not show correctly on the supplier expense system. |
| 2) | Fixed an issue where customer records based on estimates / jobsheets could be exported into the sage customers file.
(this only affected customer records, not invoices or payments, and should have caused no issues) |
| 3) | Added the time to the end of the filenames for Mac OSX.. Windows Uses Date / Timed folders, so was not affected. |
| 4) | Fixed an issue where you could not enter a date such as 2012 for financial year end reports |
If you have any issues saving PDF files, or no attachments with emails, after this or the previous update
please follow these steps to resolve it.
| b) | 2. Go to Printers & Faxes |
| c) | 3. Delete / Remove the PrinterSwitch PDF Printer |
| d) | 4. Go to C:\Garage Assistant V3 (or Server / Client Folder where appropriate) |
| e) | 5. Go to Extensions Folder |
| f) | 6. Go to MyFMButler Folder |
| g) | 7. Click on either Install.bat or Install64.bat (if using 64 bit windows) |
This should resolve the problem you have been having. Test by saving any document as a PDF, if this works... so will the emailing side of things.
Version 3.030
The following changes and additions have been made in Garage Assistant 3
The expense system has undergone some intensive maintenance to allow new features to be introduced and to fix some existing issues.
During the update, supplier records will be created for some of your expenses.
| 1) | Added an account held (yes/no) option to supplier records |
| 2) | All expense documents now require a supplier record |
| 3) | Allowed creating of standard expenses for account suppliers |
| 4) | Fixed numerous issues with expense reports, including by payment date |
| 5) | Added the ability to print expense report for selected suppliers / categories |
| 6) | Fixed numerous issues with expense archive screen, such as when returning to the screen, only being shown one record |
| 7) | Fixed a number of performance issues with expense paid / unpaid screens |
| 8) | Fixed issue where assigning payments or credits would jump to the top of the list |
| 9) | Added (in maintenance) an option to check for expense records without a cost category. |
| 10) | Added the ability to export expenses to Sage Accounts |
| 11) | Since Sage requires an account number, if you do not enter one, a system generated ID will be used. |
Along with the expense manager changes, the following additional fixes / additions have been made
| 12) | Fixed : Performance improvement to Vehicle List Screens (searching and display all) |
| 13) | Fixed : Issues with SMS system to allow telephone numbers to be used as the from field, allowing customers to return call or text. |
| 14) | Fixed : Issues with incorrect figure displays on new day view screens (i.e job sheet day view) |
| 15) | Fixed : Issues preventing exports to CSV on Mac OSX |
| 16) | Fixed : Issues preventing pdf's being attached to outgoing email on Mac OSX |
| 17) | Fixed : Issue when using the tab key on the stock info screen |
| 18) | Fixed : Issues with appointments spanning multiple days not displaying correctly. |
| 19) | Fixed : Issues with all day appointments not displaying correctly. |
| 20) | Fixed : Issues with appointments related list not showing those spanning multiple days |
| 21) | Fixed : Issues relating to client update checking |
| 22) | Fixed : Issues specific to Mac OSX where the client version number could not be read |
| 23) | Fixed : Issue where stock transactions by category could include other similar categories |
| 24) | Fixed : Issue where labour qty / unit price would print on estimates, even when disabled |
| 25) | Fixed : Issue where printing a blank job sheet did not follow portrait / landscape selection |
| 26) | Fixed : Issue where double click was not working on Vehicle / Customer Selection screen (via document) |
| 27) | Fixed : Customer & Vehicle Import would fail or not import customers when no vehicles where present |
| 28) | Fixed : Issue where language file would not be restored on import (fix will only take effect from this version on) |
| 29) | Added : Invoice Template Style 10, with labour and parts combined under 1 heading |
| 30) | Added : International support for SMS Messaging, Australia, USA, UAE & Kenya (untested) |
| 31) | Added : Labour description to tool tip in vehicle history sections of the vehicle profile |
| 32) | Added : Exit confirmation when closing down GA3 (can be disabled) |
| 33) | Added : Policy Excess figures to on screen summary for improved viewing over smaller date ranges |
| 34) | Added : Maintenance option to view individual saved printer settings for all machines |
| 35) | Added : Option to jump directly to the set reminder screen, for required fields |
| 36) | Added : Popup Dialog when manually entering a customer, if similar customer records are found (can be disabled) |
| 37) | Added : The ability to rename labour manager categories |
| 38) | Added : The ability to specify a default Terms / Conditions entry to add to documents (via admin > T&C templates) |
| 39) | Added : Customisable vehicle detail boxes for job sheets (already exists for invoices) |
| 40) | Added : Customisable vehicle detail boxes now work with landscape document styles |
| 41) | Added : Technician initials to print on portrait job sheets |
| 42) | Added : Buttons to view / create linked documents from appointment list view |
| 43) | Added : Option in Setup Wizard (step 12) to allow Save / Issue of documents to return to previous page, rather than main menu |
| 44) | Added : Missing option to issue and email account invoices. When you initially issue the invoice, you can now choose Issue + Email |
| 45) | Added : The ability to require a technician for all labour lines with a Qty specified |
| 46) | Added : New purchase options to the 'purchase credits screen' via tools, to allow licence / online booking purchases |
| 47) | Added : New Stock Reports with more detail and options to filter reports by Supplier, Manufacturer, Category and Status |
| 48) | Added : Online Booking now accepts house number and post code via the online form |
| 49) | Added : Ability to print listed job sheets from the new main menu day views |
| 50) | Changed : When converting from a job sheet to an invoice, the received date is no longer reset. |
| 51) | Changed : A variety of dialog boxes so they now display centered to GA |
| 52) | Changed : Setup wizard slightly to improve layout of options and moved a some options around. |
| 53) | Changed : PDF Driver now uses the latest version of Amyuni PDF |
| 54) | Changed : Address layout on landscape documents, so post code is below county. |
Previous Update Changes
----- Version 3.028 -----
The following changes and additions have been made in Garage Assistant 3
Added 'create document button' to appointment detail screen
Added the ability to perform multiple searches in one
i.e to find credit card / debit card payments
Added Payment Amount and Invoice Amount to advanced search
Added "Job Sheet Day view" as a selectable main menu page
(via preferences or user account)
Added ability to change surcharge per document via the Preferences menu from a document.
Added ability to transfer appointment description to newly created documents
(Options in Step 12 of Setup Wizard)
Fixed text colour issue and possible update issue with "invoice day view" screens
Fixed issue where default colour (if none specified) was not showing on calendar
Changed how time is selected on appointment details screen for easier / more accurate entry
Changed appointment entry screen to show a listing of existing bookings and any conflicts for the same Date and Appointment Bay
Added 4 customisable preset duration buttons for easier entry of end times.
(Options in Admin > Appointment Bays)
Added small notification icon to main menu for new online bookings
(Options in Admin > Online Booking) - Currently experimental.
Fixed issues with moving appointments between bays when online booking is enabled.
Enabled Refresh button on clients to perform an online booking sync. Current sync intervals still apply.i.e, you cannot repeatedly sync, you can only sync once within your specified interval.
Removed function where GA would automatically turn off Online Booking Sync after 10 failed connections. Sync will now remain active unless manually turned off.
Fixed issue with appointments whereby you could end up stuck on the appointment detail screen. If this still occur's please contact us.
Added facilities to integrate with for postal code lookup's using Royal Mail's PAF data (Options in Admin Area)
----- Version 3.027 -----
Added 1366 x 768 to auto detect methods for widescreen view
Fixed issue with credit notes showing incorrect title when using PDF / Email
Fixed issue with customer and vehicle import routine.
Fixed length of SMS from field, to allow phone number entry instead of just a name
Enabled SMS system to send to landlines (when entered into mobile field)
Changed order of tyre specific fields on service sheet as requested
Fixed issue with tabbing order on Account Invoice / Parts Tab.
Added character count to SMS message screens
Changed advanced search layouts and made a few more fields available
Fixed issue with incorrect parts profit showing on mouse over of discount field
Fixed issue where emailing a month end statement showing all outstanding would print instead.
Fixed incorrect subject when emailing statements
Fixed display issue of Customer Title in list views where it defaulted to Title Case.
Fixed issue with printing month end statement showing all outstanding, where it would not stop at the selected month end, instead
would always print to the current year / month end
Fixed issue with emailing credit note / policy excess documents using incorrect templates
Changed Unpaid Report to include Net / Vat Figures
Added an additional layer of protection to Employee records, password can be specified via user accounts
Fixed issue where postponing 'other reminder' would set a service reminders instead.
Added ability to print duplicate issued invoices for account customers over particular range, via statement menu
----- Version 3.020 -----
| • | Added new service schedule printable template from File Menu in documents (top left) |
with thanks to UK Autotalk for providing some great templates (more to come)
| • | Added options to auto fill bay / status with general options when creating via a document |
| • | Added the functionality so that when creating an appointment from a document, it will now return to that document rather than the main menu pages. |
| • | Added confirmation dialog boxes when converting between document types. |
| • | Included account payments in expense reports for Activity by Supplier |
| • | Included cheque number / payment reference where applicable on expense reports |
| • | Added the ability to lookup an account by pressing enter after typing an account number |
| • | Added footer to reminder letters print outs. |
| • | Added description of work to pre-defined labour manager, this is ignored when using the basket to add to a document at the moment (if you think multiple descriptions should be added, let us know) |
| • | Added Paypal as payment method - linked to card payments |
| • | Changed background and field colours on receive payment screen |
| • | Fixed Vehicle Notes field converting all text to lowercase |
| • | Fixed issue with landscape invoice cutting off on the right (on mac versions) |
| • | Fixed an issue where entering some figures such as 199.95 inc vat would become 199.96 on the document |
| • | Added the ability to upload existing appointments to online booking when first starting with the system. This ensures slots online are reserved in-line with your existing future appointments. |
----- Version 3.018 -----
| • | Fixed issue with non-responsive issue button under certain circumstances |
| • | Prevented profile screens opening when pressing enter for quick search |
| • | Fixed issue with sorting of labour / parts lines by dragging small arrow |
| • | Fixed custom expense reports not finding any data |
| • | Changed vat rate message to reflect standard / custom rates |
| • | Fixed Back tabbing on documents (shift & Tab) |
There are also a number of improvements / fixes to the online booking system
----- Version 3.017 -----
The following changes and additions have been made in Garage Assistant 3
| • | Fixed VAT rate change notification for account invoices created before rate changes. |
| • | Fixed search field focus on customer / vehicle screens |
| • | Fixed issue with printing vehicle history, printing irrelevant results |
| • | Fixed registration drop down list showing duplicate vehicles |
| • | Fixed issue where sage exports would incorrectly calculate fixed price inc. vat items. |
| • | Fixed issue with MOT descriptions not printing on documents |
| • | Fixed issue with <<title>> not displaying on mail shots for account customers |
| • | Fixed issue with printing draft reminders from the 4th option (other reminders) |
| • | Fixed issue with display of parts profit when documents contain no vat |
| • | Fixed issue where account numbers could include punctuation |
| • | Fixed issue when closing admin area, not returning to correct page / search results |
| • | Fixed issue with new labour / parts lines not being positioned correctly after update |
| • | Fixed issue preventing the ability to duplicate appointments by dragging with CTRL held |
| • | Fixed issue where appointments would no longer display after changing bay names |
| • | Fixed sorting order in expense archives when choosing to sort by document number |
| • | Added a range of new fields to the advanced search section |
| • | Added Preferences menu back to network client versions |
| • | Added additional website links to Help Menu, such as online videos |
| • | Added a new menu option to globally change a documents tax rate if required ( via preferences) |
| • | Added the ability to create new documents from the customer / vehicle profiles |
| • | Added the ability to select 'MOT status' to print on invoices, via the top boxes (via setup wizard > invoice layout) |
We have also completely re-designed our website and your members area.
Our website now includes a new help system, allowing you to easily find
articles / videos to help you get the most out of GA3. Not to mention our live help.
ONLINE BOOKING SYSTEM COMING VERY SOON !
We are also soon to release our new online booking system which is linked directly with GA3.
If you are interested in this, please take a look on our website for more information and to
register your interest for a 50% discount (limited time offer)
Click here to read more
----- Version 3.016 -----
The following changes and additions have been made in Garage Assistant 3
| • | Fixed Job sheet style 4 - Estimate terms where not being printed. |
| • | Fixed titles for Job Sheet terms in setup wizard |
| • | Fixed issue where MOT Qty on Credit Notes was not showing on certain screens |
| • | Fixed numerous calendar issues including failing to refresh on the network version |
| • | Possible fixes to print vehicle history (via customer profile) |
| • | Added MOT Credit description to documents and Setup Wizard |
| • | Added MOT Tester to credit notes |
| • | Added Notes field to reminder screen as per forum request |
| • | Added NA field next to email to signify when one is not present |
| • | Added the option of adding a prefix to account numbers (via setup wizard) |
| • | Added feature which gives focus to search boxes when typing without selecting an area to type in. |
| • | Updated Salutation drop down list to include Mr & Mrs and a few more. |
----- Version 3.015 -----
The following changes and additions have been made in Garage Assistant 3
| • | Fixed : Issues on Network Edition. Quick search was causing GA3 to lock up |
| • | Fixed : Issues with sending statements by email. (Not connected error message) |
| • | Fixed : Issues caused by auto log out not updating figures on main menu screens |
| • | Fixed : Issues causing figures for a new document to not update if you clicked history rather than save |
| • | Fixed : Issue with lists jumping to the top on main menu screens during a background refresh |
| • | Fixed : Duplicate Vehicle Prevention not working on narrow screen mode |
| • | Fixed : Issue when setting status from document screen, not sorting correctly |
| • | Fixed : Issues with system generated status not matching user defined sort orders |
| • | Fixed : Issues preventing the selection of custom backup files when choosing custom restore |
| • | Fixed : Issues with changing user passwords |
| • | Fixed : Issue which may prevent overdue letters being printed. |
| • | Fixed : Print Job sheet was using Invoice Default Copies. |
| • | Fixed : Report for "list of unpaid during date of report" printing all records |
| • | Fixed : Display of technician info on View Today's Summary |
| • | Fixed : Some issues changing suppliers on the stock orders screen |
| • | Fixed : Issues with credit notes not printing from archive screens |
| • | Fixed : Issues creating appointments from documents which originated from the stock screen |
| • | Fixed : Draft printing of a document would print all copies of all outstanding when accessed via account manager. |
| • | Fixes : Various calendar fixes and optimisations. |
| • | Fixed : Various corrections to Split data charts |
| • | Fixed : Discount fields display incorrectly rounded figures (display issue only, figures work out correctly) |
| • | Fixed : Overdue count on expense manager screens displayed incorrect values |
| • | Added : New main menu page (day view) which shows ALL invoices for a specific date only. |
| • | Added : Payment Method to advanced search screen |
| • | Added : Ability to rename stock categories (via Admin) |
| • | Added : Missing printer selection for numerous print actions. |
| • | Added : Quick search will go directly to detail screen if only one record is found |
| • | Added : Save to PDF Support for iPhone / iPad version |
| • | Added : Camera Support for iPhone version allowing you to take vehicle photos |
| • | Added : Invoice reference to credit note printouts |
| • | Added : Credit notes now allow MOT quantity to be modified |
| • | Changed : Print Dialog box now allows up to 10 copies instead of 6 |
| • | Changed : Worksheet to include missing engine code |
| • | Changed : Refresh interval options to provide work around for mac issue. |
----- Version 3.012 -----
The following changes and additions have been made in Garage Assistant 3
| • | Added - Status selection to Job sheet & Estimate screens (currently not on Invoice Screens) |
| • | Added - If a duplicate doc is created, a dialog will show allowing you to jump to the duplicate copy |
| • | Added - The option to change the which date field is used for sorting 'in progress documents' |
| • | Added - Manage button to some expense screens for expense categories |
| • | Added - 1920x1080 resolution detection to wide screen modes |
| • | Added - Row highlight to archive screens for visual indication of which record your are on. |
| • | Added - Print Vehicle Details button to the 'more' section on documents |
| • | Added - Button to print account holders outstanding balances as a list (via account manager) |
| • | Added - Ability to browse / search stock when creating pre-defined job's |
| • | Added - Options to reverse sort order on some account manager screens. |
| • | Added - The ability to print out a technician report. |
| • | Added - the ability to enter an archive email address which is sent as a BCC, you can then send yourself the same email's as your customers and use Message Rules in your regular email client (i.e outlook) to move these messages to your outbox.
Emails sent via Mail shots are not sent using this technique. |
| • | Added - New options for unattended daily backup, with options for cleanup of old backup files and cleanup of old calendar records |
| • | Removed - Filtering from ' browse vehicle. All will now show |
| • | Changed - Split Setup Wizard, so new users can 'finish' before going through the somewhat daunting misc / advanced options. |
| • | Changed - Email authentication to hide password |
| • | Changed - Customers and Vehicles are now linked when created via an appointment. |
| • | Changed - Behaviour of quick search field so it no longer searches when leaving the field |
| • | Changed - Improved speed on stock screen when choosing to display all items |
| • | Changed - Behaviour of the stock screen to show last results instead of all. |
| • | Changed - Colour themes are now user specific. Each login can have their own theme. |
| • | Changed - Appointment printout to show more detail and improved overall display |
| • | Changed - Network activations codes will now activate single user editions. |
| • | Changed - Minor changes to expense manager when adding the gross figures manually. |
| • | Changed - Duplicating an appointment using CTRL + drag and drop will retain the document link.
The link can be cleared by editing the appointment and clicking clear at the top. |
| • | Fixed - An issue when creating a document from appointment then clicking previous page would allow subsequent docs to be created from the same appointment. |
| • | Fixed - Privilege issue when editing issued but unpaid cash invoices |
| • | Fixed - Issue where custom labour rate would not be set when entering qty before description. |
| • | Fixed - Figure refresh issue when creating an appointment from a job sheet. |
| • | Fixed - Issues causing the screen to not refreshing / update |
| • | Fixed - Issues causing list to scroll to top when your toggle the display of reminder date display from 'date to days' |
| • | Fixed - Display of last action date on reminder set screen |
| • | Fixed - An issue when printing vehicle history, whereby some documents may not show |
| • | Fixed - Some minor alignment issues with customer information print out's |
| • | Fixed - When converting an unpaid but issued account invoice to cash, it would not display in the unpaid list. |
| • | Fixed - Documents linked to vehicles would not open |
| • | Fixed - Missing information messages in expense manager |
| • | Fixed - Issue when upgrading from GA2 leaving old print settings in place |
| • | Fixed - Option in admin area for turning on / off the 'duplicate' heading on documents |
| • | Fixed - Warning for SMS credits when sending messages via a document |
| • | Fixed - Tabbing order when using global discounts and also when selecting labour descriptions |
| • | Fixed - Issue preventing you from printing previous reminder lists |
| • | Fixed - Issue when printing estimate, no longer takes you to main menu |
| • | Fixed - Issue when printing mail shots, no longer takes you to wrong screen |
| • | Fixed - Tool tip on parts discount to reflect correct figures with more than 1 quantity |
| • | Fixed - Printing of charts (please let us know) |
| • | Fixed - Editing appointment from list view would not allow you to close. |
| • | Fixed - Default MOT tester was only working on standard invoices. |
| • | Fixed - Issue in labour manager when deleting parts lines, dialog box was not self explanatory. |
| • | Fixed - Issues with reconcile not setting the status correctly under certain circumstances. |
Please note, the following is still under development and has been made available
for the purpose of evaluating and testing. There are no additional costs from SWS Solutions for
the ability to use Ga3 on an iOS device, however FileMaker Go is required at additional cost to yourself.
Added compatibility with iPhone and iPad, this requires an additional FileMaker product called FileMaker Go which is available on the iTunes App Store. To compliment this, we have added a new lightweight interface for iPhone use. Screenshots of iPhone Interface Online
Additional resources :
iTunes : iPhone Version of FM Go
iTunes : iPad Version of FM Go
Video showing how to copy your data to your device for 'single user local access'
no internet / network connection required.
VIEW VIDEO ONLINE
Video showing how to turn your device into a client for the network version
VIEW VIDEO ONLINE
----- Version 3.010 -----
| • | Added the ability to create a new customer when adding vehicle first |
| • | Added the ability to globally increase / decrease stock prices (via admin) |
| • | Added new auto update options to mac version |
| • | Added Style 4 to Job sheet Preferences menu |
| • | Added appointment list to customer profile pages |
| • | Added 'browse vehicle' button to appointment page |
| • | Added text inverting on main menu pages when dark status colours are chosen |
| • | Enabled access to Mail shots & Other Templates on Client Machines |
| • | Fixes to flickering when scrolling list views |
| • | Fixes to character case on mail shots, where case was being inherited. |
| • | Fixes to cross platform backup / restore |
| • | Fixes to mac restore from last backup option |
| • | Fixed DVLA lookup on appointment screen |
| • | Fixed printing of Charts |
| • | Fixed display of charts when using "By Payment Date" |
| • | Fixed numerous colour issues with calendar status |
| • | Limited Status descriptions to 16 characters (fixes issues) |
| • | Fixes to mouse wheel activation on some list views |
| • | Fixed possible issue when adding multiple stock items via 'basket' |
| • | Fixes to vehicle browser (via documents) not showing vehicles with no owner |
| • | Fixed text being cut off when printing credit card surcharge notice |
| • | Fixes to credit notes for account customers. |
----- Version 3.009 -----
| • | Fixed on screen summary showing wrong field labels. |
| • | Fixed letter templates inserting wrong merge field for Other Reminders. |
| • | Fixed problem with mailings changing the case of text |
| • | Additional Fixes to charts, specifically on network clients not displaying or printing |
| • | Fixed export of customers from the custom mail shot screen |
| • | Fixed tabbing order on advisories |
| • | Fixed - an issue with non tracked stock being recorded in transactions after invoice has been issued and when qty is changed (You should not be able to modify the qty) |
| • | Fixed adding jobs to estimates, would leave some blank lines |
| • | Fixed tabbing into the post code lookup button prevents further tabbing |
| • | Fixes to map on customer profile where address not found is displayed |
| • | Fixed performance issues with account number drop down boxes |
| • | Fixed rebuild stock transactions (via maintenance) to correctly include non tracked stock |
| • | Fixed rebuild stock transactions so it does not get stuck in a never ending loop ! |
| • | Changed : GA3 now returns back to unpaid screen after clicking add payment & issuing |
| • | Changed : Shortened the time out setting for update checks on startup. |
| • | Added : The ability to disable update checks on startup (via setup wizard) |
| • | Added : Prompt for putting parts back to stock when deleting documents |
| • | Added : Red highlight to list / profile screen showing reminders overdue |
| • | Added : View records used in on-screen report, clicking will go to archives to display the list. |
| • | Added : When adding customers a new button allows you to continue to add a vehicle. |
| • | Added : Add vehicle now checks for duplicate vehicles and gives you a choice to view it. |
| • | Added : Required fields - new option to prevent administrator overriding these requirements. |
| • | Added : Enabled use of CTRL + A for select all within fields. |
| • | Added : DVLA Lookup to appointment screens |
----- Version 3.006 -----
| • | Themes - change colour of almost every part of GA3 |
| • | Fixed a number of layouts where text was wrapping to two lines, causing the display to look untidy. |
| • | Fixed an issue when changing a part number on a document |
| • | Fixed an issue with quick search not searching job sheet's |
| • | Fixed an issue with archive search going to the job sheet screen if only 1 record was found |
| • | Fixed the length of the mail shot templates to correctly fit A4 pages. |
| • | Fixed issue when viewing account payments. |
| • | Fixed custom summary sheet printing excessive copies |
| • | Re-Ordered the tabs in customer / vehicle profiles |
| • | Added display indicator showing which Tab you are currently on. |
| • | Moved the mileage field to the bottom on document screens |
| • | Added email field to export routine from customer lists |
| • | Prevented SMS / Email reminders re-sending when clicking No to did it print ok |
| • | Added Unipart migration tools. |
| • | Slight performance improvement when performing a backup. |
| • | Optimised the account number drop down lists |
| • | Added some fixes to charts which may cause them to not display. |
| • | Changed Save / Main menu to return to the main menu rather than previous page. |
| • | Added day names to appointment list |
| • | Added the ability change whether 'Duplicate' is printed on documents or not |
* this has been turned off by default, you can change this via setup wizard > Invoice Layout > Additional Options
| • | Added the ability to email individual statements |
----- Version 3.005 -----
| • | Fixed : Job sheet number was incorrectly generating when no other Job sheets existed |
| • | Fixed : Printing a previous bank reconcile would not show the correct pay slip no. |
| • | Fixed : Clearing the list of customers on the custom mail shot section |
| • | Changed : Moved the time indicator on the calendar down 1 row to better suite the display |
| • | Changed : Re enabled the ability to use spaces in part numbers |
| • | Changed : Added additional steps in to refresh the calendar display when changing dates |
----- Version 3.004 -----
| • | Fixes problem with Job Sheet Number increments |
| • | Increased font size of figures on archive screens. |
| • | Adjusted Quick Search field for improved visibility |
| • | Added Advanced search back to custom mailings |
| • | Added Category selection for stock transaction reports |
| • | Added toggle to change Labour Manager display to single lines |
| • | Fixed - Find previous MOT reminder list |
| • | Fixed post code lookup - town in uppercase |
| • | Fixed post code lookup - pressing enter to perform lookup |
| • | Fixes to customer Browse section when on a document |
| • | Fixes to cheque amount not showing for split payments on bank reconcile. |
| • | Possible fixes to some charts not working |
| • | Performance improvements for archive search |
| • | Performance fixes when editing line items on documents |
| • | Calendar Settings such as time scale and start time are now persistent. |
| • | Enabled semi colon to be used as a separator for multiple barcodes in stock control. |
| • | Added confirmation before deleting a stock item from the database. |
GA2 to GA3 Upgrade Specific Fixes
| • | Prevented GA3 from re-linking vehicles on initial upgrade from GA2 |
| • | Prevented GA3 from rebuilding ledger file at wrong point during upgrade from GA2 |
----- Version 3.003 -----
| • | Fixes to calendar when closing / deleting an appointment, could freeze on wrong screen. |
| • | Fixes to calendar incorrectly displaying appointments which span multiple days |
| • | Fixes to credit notes, was unable to turn off credit of MOT |
| • | Fixes to quick search, was missing on admin page (narrow view) |
| • | Fixes to quick search, when using the button, the window would not close properly |
| • | Fixes to archive search not finding company names |
| • | Fixes to advisory notices printing when Issue Only was selected |
| • | Fixes to add to stock popup dialog, where % margin or % markup was not working |
| • | Fixes to width of custom mailing print layout to match reminders |
| • | Fixes to prevent subsequent imports of GA2 data into GA3 after initial conversion |
| • | Fixes to vehicle damage flags, some flags could select others automatically. |
| • | Fixes to SMS log's to show history for the current number only |
| • | Improvements to speed of searching the archives |
| • | Added new field to stock control for Barcode numbers |
| • | Added the ability to lookup a part using a barcode number (via part number field) |
| • | Added option in setup wizard > Stock to enable a bar code helper |
| • | Added the ability to use cursor keys on some list layouts |
| • | Added the ability to create appointments from Job sheet |
| • | Added the ability to search by job number / reference in archives |
| • | Added previous documents tab (not just invoices) to profiles & document screens |
| • | Added print vehicle history button on document screens (in previous doc section) |
| • | Added the ability to edit mail shot dates on reminder list screens. |
| • | Added ability to specify no. copies for different doc types, via print setup |
| • | Updated background screen when importing stock, to show new fields available |
| • | Beta - Added an option to highlight calendar days where appointments are present. |
* Can slow the system down dramatically !
----- Version 3.002 -----
| • | Fixed : Account number generator from Customer Database if no surname was entered |
| • | Fixes to calendar, previous page and drag and drop (ctrl to duplicate etc) |
| • | Fixes to calendar colours when using certain words or symbols in the status |
| • | On screen summary now returns to last report tab correctly |
| • | Prevented expense records being created without PO number |
| • | Fixes to chart labels and chart print out sizing. |
| • | Fixes to Technician Reporting (missing information) |
| • | Fixes to Invoice templates, now display Balance Due correctly |
| • | Fixed display of mileage on history tabs ( and re-aligned) |
| • | Fixed when you cancel selection of a status colour, it no longer turns black |
| • | Added 'Prev Invoices' to history tab on documents |
| • | Added ability to change doc type when entering registration |
| • | Added 3 new charts for MOT sales figures |
| • | Added Vehicle Damage Image, with markers to profile |
| • | Added option in setup to allow printing of Vehicle Damage Image on Job sheets |
----- Version 3.001 -----
| • | Fixes to entering items on labour lines, would cause 'ghosting' issue |
| • | Added markup / margin option in setup wizard |
| • | Added use last for supplier info on parts lines |
| • | Added highlight to supplier info on parts lines |
| • | Adjusted how quick search treats a registration |
| • | Added notice if you enter a customer who may already exist |
| • | Changed text wrapping, to wrap whole words |
----- Initial Release of Version 3.0 on 26/04/2010 -----
|