Sybiz Hints and tips – Vision and Visipay

New Sybiz Vision

We have now introduced a pay and process option in sales invoicing and credits. Sybiz Vision Classic users will be familiar with this function. It allows you to receipt monies at the same time as processing the sales transaction, splitting them up as required between cash, credit cards, cheques and EFTPOS. It is set up in debtor defaults and, once done, the accounts will be presented to you when clicking on pay and process.

For further information or help please contact your Sybiz Associate.

Sybiz Visipay

It might be timely to remind you of the ATO Transfer Prior Year option in Sybiz Visipay. This gives you more flexibility when managing your data. For example, if there is a need to correct a pay made in the 2014\15 financial year after you have rolled into July 2015, you can go to the history of the employee and reverse or correct the pay in the current database. When doing this you will be warned that you will need to do the ATO dump again.

Once you are happy with the new pay information for the employee(s) then go to Utilities\ATO transfer prior year. Processing this will create a new empdupe file for the ATO and will also create a new payment summary that includes the altered pays. The amended payment summary will then be placed in the balances and history of the employee.

If you need more help with this then contact your Sybiz Associate for more information.

More Hints & Tips

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Sybiz Vision – Do you use Job Costing functionality?

You’ll want to see this…

At the end of July we held webinars about the Job Costing and Advanced Job Costing functionality in the new Sybiz Vision.

If you use Job Costing in your business and you missed our webinars, you can still watch the recorded session on our website here.

Sybiz business partners have received a jump in requests to upgrade since our webinars so be sure to give yours a call to book your space now.

Sybiz 2015 General Release

Coming soon to a mailbox near you…

Sybiz 2015 General Release packs are due to go out to our customers during November and inside will be a competition you are going to want to enter!

If your contact details have changed since you last spoke with us, please email us so we can make sure your pack gets to the right place.

Now is also a great time to start discussing the Sybiz 2015 General Release with your business partner and schedule in upgrades ahead of the silly season.

Sybiz Vision 14.50 is available now

Just a few new things…

Sybiz Vision 14.50 has been released and increases the functionality in a number of areas.

Please refer to the What’s New section of the help file or speak to your Sybiz Business Partner about getting your upgrade.
Here’s a selection of items included in 14.50.

– Allow users to block payment of supplier invoices
– Custom fields on projects
– Attachments now visible when using SMTP preview
– Serial/Lot numbers available on more transaction documents
– Improvements to the stocktake process and reports
– Improvements to the suggest order wizard
– Job Budgets (including additional reports)
– Project Financial Position report
– Create a new record from an existing one (customer, supplier, inventory item etc)
– Create a new template from an order
– Editing of budget values on a per general ledger account basis
– The ability to create new purchase orders from a selection of existing orders (eg multiple residual orders from one supplier or re-assign outstanding order items from one supplier to another)
– Location default from customer/supplier and/or transaction header
– Product location wizard
– Order tracking (ie the relationship between orders, deliveries and invoices)
– A reminder of how annoying pop-up messages are with a reminder alert pop-up

and more…

ABM – Bulletin #73

Advance Release ABM 9

We are pleased to announce the Advance Release of ABM 9 which includes a number of new features which are listed below.

Advance release is for Channel Partners only to put on their own systems. We also need sites that will be willing to be Beta sites. It is essential to run this on beta sites before we can release.

NEW FEATURES

Drill down on Batch Number

In previous versions of ABM it was only possible to drill down on the batch from the general ledger account history screen. In ABM 9 this has now been extended so that you can drill down and view the details of every batch from any master account transaction history screen (such as Customer/Supplier/Job/Product history screen). As well as being able to View the batch details you can also print the Transaction Batch details from that view screen without the necessity of to open the reports list.

Print Customer Receipt

We have now introduced the ability to print a customer receipt when entered through Cash Receipts program or QuickSalePos.

Product Bins Available on Single Location Database

A new field has been added in ABM 9 to accommodate the entry of a Bin number for a product where multi-location has not been selected.

Hyperlinks from Order Tracking screen

When you view a transaction and select Track Order there is a hyperlink on the reference numbers so that you can now drill down on order/delivery/invoice by selecting the appropriate document reference.

New Fields in Column Chooser

A number of new fields are now available in the column chooser, and can be added to various appropriate lists. The fields added are:-

› Customer/Supplier Code

› Entered Date and Time

› Accounting Date

› Due Date

› Usual Sales Location

Product Creation Date

When you create a new product in ABM9 it will now display the date that that product was created. This information will be displayed on the main screen of the product and can also be added to the product list from the column chooser.

Account Code and Account Title added by default to Batch Drill down

When you drill down on any batch in ABM, the Account Code and Account Title will now be displayed by default.

Batch Number and Accounting Period in Transaction Lists

When you select any transaction list such as customer transaction history, the Batch Number and Accounting Period will be displayed by default for easier analysis.

Transaction Due Date in Customer Receipt/ Supplier Payment Allocation Screen

When processing a customer receipt or supplier payment the due date of the transaction is displayed.

Preferred Supplier Currency and Cost Available in Column Chooser

The product cost from the preferred supplier together with the currency of that supplier can now be added to the product list from the column chooser. This will show the Quantity 1 Unit Price for the preferred supplier.

User with two companies open can now print from each company

A user with two companies open can now print from the second company without having to close the first company opened.

User in Tools/Options no longer prevent transaction processing

If a user is making changes in tools options this will no longer prevent a user from processing a transaction. ABM will now check for any changes made and amend those changes such as change of reference numbers into consideration when processing transactions.

JIRA Fixes

A number of issues have been fixed and these are listed in the spreadsheet available at

http://release.advancedbusinessmanager.com.au/Docs/JiraIssuesABM9.pdf

Posted in ABM

Latest Sybiz Vision videos

See the latest functionality

We’re uploading new videos to our YouTube channel almost every week at the moment showcasing the functionality available in the new Sybiz Vision. Take a look at the latest videos below:

General – Email Templates
General – Analytics
Sales – Pay & Process
Job Costing – Costed Invoices (inc progress claims)
Job Costing – Pre-invoices (inc match costs)
Job Costing – Retentions
Job Costing – Write Offs
Job Costing – Cost Category Mark Up
Cash Book – Bank Deposit Slip
Cash Book – Bank Reconciliation updated

To get notifications about new videos, you can subscribe to our YouTube channel.

Sybiz Webinar: Sybiz Vision Job Costing

Your invitation

If you use Job Costing in your business then this webinar is for you. Join us for an overview of the Job Costing and Advanced Job Costing modules in the new Sybiz Vision accounting software.

Suitable for all of our customers around the world, although we suggest our customers in Europe and North America register now and watch the recording later.

Register below for your preferred session:

Tuesday 21 July – 2:00pm AEST
Thursday 23 July – 11:30am AEST

The time zones will automatically update to your local time when you click on the link.

Can’t make it? Register for a session anyway and we’ll send you a link to the recording after the live event has finished.

For assistance registering and attending our webinars, take a look at our webinar help page.

Sybiz Vision 14.16 is available now

New functionality!

Sybiz Vision 14.16 is now available to our users. In this version we’ve added in more functionality, as well as listened to your feedback, in order to make your life easier!

Take a look at what’s included.

You can also take a look at the What’s New section of the Sybiz Vision 14.16 product help file from within the software and our YouTube channel for further information and videos.

IMPORTANT: Sybiz is in the process of upgrading products to 64 bit. As a result of some of the preparation work the ‘web update’ option for Sybiz Vision 14.16 will not run on 64 bit PCs with 64 bit operating systems. If you experience this issue (characterised by the initial installation form disappearing) then contact your authorised business partner for an update.

ABM – BULLETIN #72

Future development directions

ABM 9 release

We are finalising the last development tasks and testing in ABM 9 and an advance release version will be available in late June. We need “Advance Release” sites to run this version before the full release and we seek your co-operation in getting as many sites as possible to take up the Advance Release version.

ABM 10

We are now developing the next version, ABM 10, which will include considerable work on the Warehouse module and also the release of functionality to support using ABM on mobile devices.

To support mobile and web applications as a seamless part of ABM solutions we are introducing a REST server (REST is Representational State Transfer is a software architecture style for creating web services) to ABM. The ABM REST server will provide a consistent and fully supported framework for applications wishing to integrate with ABM and in due course will remove the need to directly access the ABM database for transactions and information.

ABM is developing many new apps to make the core functions in ABM available on mobile devices (tablets and phones). We will be communicating details on the availability of the new mobile CRM and sales apps very soon with other core functions will follow.

Posted in ABM