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| Release Notes - 19 December 2024 | ||
| Lost Sales | Quotes can be created for lost sales. | |
| Sales and VAT | Group the Sales and VAT report by customer. | |
| Sundry Sales | Sundry Sales have additional auditing. | |
| Credit Limits | Credit limits can be set per customer. | |
| Stock Editor | Part manufacturer added to filter. | |
| Vehicle Registration | The vehicle registration can be changed across all quotes and invoices. | |
| Service Advisor 4 | An additional user role is available. | |
| Customer Statements | Customer statement can be opened from customer invoice. | |
| Audit Trail | The audit trail now has a sort order filter. | |
| Service Type | Condition Base Service can be selected in bookings. | |
| Invoice Listing | Invoice listing now includes service type. | |
| Filters | A filter can easily be applied by pressing the enter key when your cursor is on a filter field. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| Earlier releases ... | ||
| 17 October 2024 | ||
| Supplier Statements | Produce statements for suppliers. | |
| Export of Large Reports | Occasionally a report is too large to load in a browser. These reports can be exported directly to Excel. | |
| Finding Parts | Find parts faster by using the Enter key on search fields instead of having to resort to the mouse. | |
| Auditing |
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| Counter Sale Credit | Performance has improved creating a counter sale credit. | |
| Estimate, Quote and Invoice Comments | Configure comments that will automatically print with estimates, quotes and invoices. | |
| Backdated Adjustments | Pending adjustments can be added to backdated adjustments. | |
| Account Reversals | Counter sale and COS supplier payment reversals can use today's date or the invoice/payment date. | |
| Payments Made Report | Added payment method filter. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| 25 August 2024 | ||
| Custom Markups | Parts may be configured with custom markups. | |
| Write Offs | Multiple invoices may be written off simultaneously. | |
| Receipts | Reverse receipts on receipt date or today. | |
| Customer Deposits | Reverse deposits on deposit date or today. | |
| Cashbook | Cashbook reversals are highlighted in red. | |
| Filters | Modify a filter and press the Enter key to apply the filter instantly. | |
| Counter Sales | Part numbers are displayed on counter sales. | |
| Opening Balances | Hide zero balance accounts for improved readability. | |
| Backdated Adjustments | Pending adjustments can be added to backdated adjustments. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| 2 August 2024 | ||
| Condition Based Services | Express Services have been replaced by Condition Based Services. | |
| User Interface | A number of improvements made to the user interface. | |
| Stock History | Added balance brought forward. | |
| Filter by Part Number | Filter by part number in Stock Adjustments, Sales and VAT and Part Sales by Category. | |
| GRVs | Capture supplier invoice date. | |
| Other Sundry Transactions | Lock month while capturing | |
| Hybrid Vehicles | Added Hybrid to fuel type. | |
| Booking Vehicle Change | Warning appears when changing vehicle on a quote. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| 16 July 2024 | ||
| User Guide | A new user guide can be downloaded. | |
| Customer Receipts | Audit trail added for customer receipts. | |
| Supplier Payments | Added account number to supplier payments. | |
| Supplier Orders | Supplier orders include VAT number and address. | |
| Sundry Sales | Reverse invoices on invoice date or today's date. | |
| Other Sundry Transactions | Reallocate transaction GL accounts. | |
| Jobcards | Warning added when deleting a jobcard. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| 16 May 2024 | ||
| Bank Recon | Recurring payments can be easily added to bank recon. | |
| Journal Batches | Amounts in unposted journal batches can be edited. | |
| Stock cost | Reserved parts retain their cost value even when new stock is received. | |
| Counter sales | Customer name, registration number and customer VAT number can be entered for counter sales. | |
| Quote values | Quote values are listing in open jobcard report and stock history. | |
| Performance | A number of changes have been made to improve the performance of AutoManage. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| 15 April 2024 | ||
| Imports | Customers, suppliers and stock can be imported into AutoManage. | |
| Reserved stock | Stock can only be reserved with a job number. | |
| Credit management |
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| Open Job Cards |
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| Cash Counter Sales | You can enter a customer name and VAT number on COD OTCs. | |
| Booking Type | "Fitment" added as a service type. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| 3 December 2023 - 1 March 2024 | ||
| Bin Location | Bin location has been added to quotes and to sort order in stock take. | |
| Insurer Authorisation | Insurers are now allowed to authorise a zero amount on the quote. | |
| Improved Auditing | More auditing of changes has been added to quotes and supplier invoices and payments. | |
| Job Card | Consent in compliance with POPIA has been added to the job card. | |
| Air Con Regas | Air Con Regas has been added to service types in bookings. | |
| Cashbook | Show number for batches and a sum for the batch in detail view. | |
| Service Schedule | More detail has been added for some service descriptions. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| 29 October - 2 December 2023 | ||
| Vehicle Range Types | We have introduced Range Types between Ranges and Models to make vehicles easier to find. | |
| SMS Feedback |
Feedback can be requested from customers when printing invoices.
Speak to us if you would like to subscribe to SMS features. |
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| Customer Invoice Acceptance | Customer signature has been moved below Unauthorised Items to ensure that the customer signs off on work not done. | |
| Insurer Authorisation Code | The allowed length of the authorisation code increased to 38 characters. | |
| Customer Listing | Customer list can now be sorted by last invoice date or number of invoices. | |
| Account and Stock Maintenance |
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| Internal Quotes | Quote number included in listing. | |
| Discovery Vitality Drive | Quotes for Bosch workshops include new functionality to integrate with Discovery Vitality. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| 3 September - 28 October 2023 | ||
| Stock Editor | The stock editor has moved to Account & Stock Maintenance -> Stock Management. | |
| Booking SMSs | Warning if date or time changes after confirmation SMS has been sent. | |
| Proforma Invoices | Auditing has been added when proforma invoices are printed. | |
| Stock Take | Added filters to the stock take. | |
| Job List | Removed zero value for unauthorised quotes to avoid confusion. | |
| Quote History | Quote history can now be exported or printed. | |
| Group Access | Administrators of workshop groups can give their users access to the group. | |
| OTCs | OTC receipts can be viewed from the invoice. | |
| Customer Statement | Invoices can be viewed from the customer statement. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| 19 August 2023 | ||
| Booking Time | Time has been added to booking date. | |
| Customer Receipts | Invoices on receipts have links to open the invoice. | |
| Invoice Discounts | Invoice discounts are now allocated to the customer. | |
| Counter Sales | Bin number added to counter sale quote. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| 5 August 2023 | ||
| Job Card | The statement for customer's signature has been expanded. | |
| Part and Item Creation | Parts can be created from the part number search facility on the quote editor, and items from item search. | |
| Quote Discounts | A discount can be captured on a quote. | |
| Insurer Invoices |
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| Service Categories | Service categories are ordered alphabetically in drop-down selections. | |
| Customer Title | Customer title can now be left blank. | |
| Goods Returned Note | A note confirming receipt for supplier's signature has been added. | |
| Payment Method | Cheque has been change to Debit Card. | |
| Estimate Note | Notes regarding prices have been expanded. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| 13 June 2023 | ||
| Customer's Vehicles | Quotes can be created for a customer's existing vehicle. | |
| Part Manufacturers | You can record your own part manufacturers. | |
| Part Creation | Parts can now be created from Part Search in the Quote Editor. | |
| Item Creation | Quote items can now be created from Item Search in the Quote Editor. | |
| Empty Counter Sales | Discarded counter sales are automatically deleted after a week. | |
| Date Filters | Date filters are now more intelligent. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| 3 May 2023 | ||
| Invoices | Unauthorised items now have column headers. | |
| Stores | Created user role Stores. | |
| Technicians | Archived technicians are now hidden. | |
| Stock Editor | Added bin location filter to stock editor. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| 29 April 2023 | ||
| Proforma Invoices | Generate proforma invoices from the quote editor. | |
| Operating Manual | The latest version of the operating manual is available on the Support page. | |
| User Access |
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| Job Card |
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| Bin Allocation |
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| Fuchs | Fuchs is available as a part manufacturer. | |
| Current Accounts | Added the option of a fifth current account. | |
| Unauthorised quote items |
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| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| 11 March 2023 | ||
| VIN Number | The generic VIN number has been removed from the customer invoice. | |
| Workshop Configuration | Administrators can change various workshop configuration details. | |
| Service Items | Added service items sub-category to various report filters. | |
| Stock on Hand | Added bin number to the stock on hand report filter. | |
| Journal Batches | Removed the requirement for a description for each transcription. | |
| Customer Invoices | Added name and surname to customer sign off. | |
| Takeon | Administrators can delete taken-on invoices during takeon. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| 14 January 2023 | ||
| Home Page | Sub-menus can be selected directly on the home page. | |
| Empty Bookings | Bookings with neither customer nor vehicle are automatically cleared from booking list. | |
| Sales by Category | Service item category added to filter. | |
| Model Name | Confirm change of model name on quote to prevent accidental changes. | |
| Take-On | Sub-menus can be selected directly from Take-On. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| 10 December 2022 | ||
| Supplier Login | Your part suppliers can now login and use AutoManage to manage your orders. Speak to us for more details. | |
| Combine Parts | Duplicate parts can be combined in the Stock Editor. | |
| Hide Parts | Unused parts can be hidden in the Stock Editor. | |
| Stock on Hand | Filter Service Items by category. | |
| Current Account 4 | A fourth current account is available. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| 22 October 2022 | ||
| User Management |
Existing Administrator users have been converted to Manager users with their access unchanged.
A new Administrator type has been created which has the same access as a manager, but can also create and edit user accounts. |
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| Passwords | Users can change their own passwords. | |
| VAT Control | Added more detail and figure inspectors to the VAT Control Summary. | |
| VAT Adjustment | Added the option of carrying forward the difference when capturing the VAT payment instead of creating an automatic adjustment. | |
| Quote History | Added Quote Ref Codes to quote history. | |
| Lost Sales | Comments captured for unauthorised items appear in the lost sales report. | |
| Export Invoices | Invoices can be exported to Excel. | |
| Terms and Conditions | Added note to 4.1 that vehicles may need to be driven as part of servicing procedure. | |
| Payment Methods | Added Comebacks and Own Vehicles. | |
| Receipts |
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| Part History | Part history can be exported. | |
| Audit Trail | The Audit Trail has moved to Reports. It is also being extended to cover more activity. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| 9 September 2022 | ||
| Statements |
Customer statements can be emailed
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| Customer Account | Customer account is visible in customer lists. | |
| Debtors Age Analysis | Filter debtors age analysis by Rep Code. | |
| Petty Cash | GL account 5410 Motor Repair is available for Petty Cash. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| 30 August 2022 | ||
| TeamViewer Engage | The Chat icon allows you to get help from AutoManage Support. | |
| Stock Take | The stock take function makes it easier to take stock. | |
| Invoice List | The performance of the invoice listing has been improved. | |
| Job List | Clean up your job list using bulk delete. | |
| Customer Quotes | Creating quotes and adding services to quotes is faster. | |
| Customer Quote List | Team code has been added to the quote listing. | |
| Work Order | Added technician sign-off to the bottom of the work order. | |
| Operations Guide | The Operations Guide has been updated. | |
| Audit Trails | More actions are audited. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| 1 June 2022 | ||
| Bin Allocation | Allocate stock to named bins. | |
| Archive Team Codes | Archive team codes to remove them from drop-downs. | |
| Account Number | Customer account number added to quotes. | |
| Job Status | Inspection in Progress added as a job status. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| 22 May 2022 | ||
| Gross Profit Graph | Efficiency reports include a graph of gross profit. | |
| Stock Price Audit | Audit trail shows each time stock prices are changed manually. | |
| Labour/Part Name Editor | Edit or remove labour and part items created by your workshop. | |
| Stock History | Sort order improved and row highlighting added. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| 20 March 2022 | ||
| Unauthorised Quote Items | Attach comments to unauthorised quote items. | |
| Stock Adjustments | Audit trail shows stock adjustments. | |
| Delete Other Equipment | Delete unused Other Equipment. | |
| Income Statement | Export details to Excel. | |
| MIWA 5 Stars | MIWA 5 Stars logo can be added to accredited workshops. | |
| Invoice Listing | Show only invoices taken on from another system. | |
| Stock on Hand | Highlight selected row. | |
| Estimates | Capture date of enquiry on estimates. | |
| Menu Help | If menu help is hidden, it will appear when you hover over a menu item. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| 14 December 2021 | ||
| Export customer quote | You can export a customer quote to Excel, etc. | |
| Estimate Conversion | Estimate history shows invoice date for estimates. | |
| Receipt Batches | Receipt batch report shows all receipts in batches. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| 11 November 2021 | ||
| Right to Repair | Oil specifications are printed on the customer invoice. | |
| Insurer Authorisation Code | The allowed length of the authorisation code increased to cater for insurance company changes. | |
| Take On | Taking on creditors and debtors has been improved. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| 13 September 2021 | ||
| VAT Payments | Transactions included in VAT Payment amounts can be exported. | |
| Account Reports | Company logo appears on the Income Statement and the Trial Balance. | |
| Bank Recon | No transaction may be carried over for more than 1 month. | |
| Set Opening Balances | Set Opening Balances is only available during takeon from a previous system. | |
| Quote Date | Quote date is now selected rather than typed to prevent errors. | |
| Quote Listing | Added 2 new date columns to the quote listing - "Invoiced" and "Last Receipt". | |
| Print Service Schedule | Added quantity column. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| 7 August 2021 | ||
| SMS Reviews | If you subscribe to the SMS service, you can now request service reviews for walk-in customers. | |
| Job List | Job status has been added to the job list filter. | |
| Customer Editor | A warning is shown if a customer with the same name, title and surname is created. | |
| GL Accounts | VAT is automatically exempted for accounts that are always exempt of VAT. | |
| Sales and VAT | Added customer name and removed debit and credit account columns. Added unit totals when viewing labour only. | |
| Rep Code | Rep code now appears on quotes and invoices. | |
| Part selector | Stock on hand and cost price have been added to the part selector. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| 14 July 2021 | ||
| Performance | Various changes have been made to improve the performance of AutoManage. We continue to look for new ways to improve performance further. | |
| Rep Codes | Rep Codes can now be managed in Maintenance and selected rather than typed. | |
| Job Cards on New Quotes | When a quote is created from a credit note, the new quote inherits the job card details from the credit note. | |
| Account Configuration | Account Configuration has improved category headers. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| 18 May 2021 | ||
| Reporting Figures | Figures in reports are comma-delimited to make them more readable. e.g. 567,009.90 | |
| SMS Confirmation | SMS confirmation and feedback has been integrated into AutoManage. Speak to Support for more information on subscribing to this service. | |
| Customer Editor | Changes made to customer details are automatically saved without having to click a Save button. | |
| Invoice List | Customer order number now appears on the invoice list. | |
| Invoice Details | Team code has been added to the invoice and the quote. Operator has been removed. | |
| GRV List | Purchase order number now appears on the GRV list. | |
| Job Cards | MIWA/RMI logo added to job cards. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| 12 October 2020 | ||
| Lost Sales | The lost sales report gives you a breakdown of items declined by your customers. | |
| Sundry Invoices | You can reverse a sundry invoice on today's date or the invoice date. | |
| GRVs | Move quickly from GRVs to Supplier Orders. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| 4 July 2020 | ||
| Goods Receiving | Receive goods directly from supplier orders. | |
| Supplier Orders |
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| Quote Repair Items | Optionally show expired items when adding to a quote. | |
| Home Page | The menus on the home page have been simplified and always show help even when help is disabled on other pages. | |
| Sales and VAT | Added filter by technician. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| 20 May 2020 | ||
| Retained Income | Retained income is now correctly handled in the trial balance and GL reports. | |
| Customer email | You can enter a second email address for your customers and send quotes to both addresses. | |
| Supplier email | You can enter a second email address for your suppliers and send orders to both addresses. | |
| Bookings | If a customer has an active quote, a new booking can be connected to that quote. | |
| Take On | Warnings have been added to ensure that transactions are dated prior to opening balance dates. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| 8 April 2020 | ||
| Journal Batches | Journal entries can now be made in batches. | |
| Quote Item Groups | Quote items can be grouped to appear as a single line. | |
| Bank Recon | Customer deposits can now be included in receipt batches. | |
| Goods Return Notes | GRN numbers from your supplier can be captured to track GRNs. | |
| Customer Receipts | Customer receipts can be accessed from the invoice they cover. | |
| GL Accounts | Accounts in the 4100 range have been moved to 5000 so they appear under expenses in the income statement. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| 23 March 2020 | ||
| Part Orders |
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| New Job Status | Added "Parts to be Ordered". | |
| Part History |
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| Stock Adjustments | Option to show adjustments for all periods. | |
| Workshop Comments | You can now create your own custom standard comments for quotes and invoice. | |
| Internal Invoices to Stock | You can now create stock items from your internal invoices. | |
| Supplier Selection | Supplier selection will now be searchable if you have more than 20 suppliers, drop-down if you have fewer. If you prefer to have a drop-down, please tell us and we will configure that for your workshop. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| 24 February 2020 | ||
| Bank Recon | Added customer invoice number to transaction detail. | |
| RMI and MIWA | RMI and MIWA logos have been updated. | |
| Email Addresses | Added .africa as a valid email address suffix. | |
| New User Role | Added new user role Service Advisor 1 ex Adjust. | |
| Vehicle Model Selector | When selecting a range, if there is only one model, it is automatically selected. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| 21 September 2019 | ||
| Open Jobs | Added team code to Open Jobcard listing. | |
| Receive Parts | User is now reminded to select all part numbers before receiving parts. | |
| VIN Numbers |
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| VESA logo | Added VESA logo on quotes and invoices of qualifying workshops. | |
| Purchase Reports |
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| Income Statement | Added monthly average column. | |
| Multi-Workshop Users | Workshops under common management can create users with access to all their workshops. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| 8 September 2019 | ||
| GRVs and Stock Adjustments | Searching for parts to add to GRVs and stock adjustments has been improved. | |
| Part Sort Order | Parts are now ordered alphabetically when searching in the quote editor, GRVs and stock adjustments. | |
| Stock on Hand | The Stock on Hand Report can now be sorted by part number. | |
| Customer Receipts | Customer receipts can now be reprinted. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| 21 August 2019 | ||
| Quote Reference | Tag your quotes with a new reference code and group them in Sales and VAT reports. | |
| Quote Comments | Added "Please note this quote is subject to stripping and part availability" to all quotes. Added "This quote is valid for _________ days" optional comment. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| Saturday 13 July 2019 | ||
| Right to Repair | The Right to Repair logo will now appear on invoices for qualifying workshops. | |
| Zero VAT Invoices | You can create non-SA customers as not Vatable. | |
| Booking Editor | The layout of the booking editor has been improved. A request for a customer satisfaction survey has also been added. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| Saturday 18 May 2019 | ||
| Global Parts | Global parts will display with an asterisk at the end of their part number. | |
| Invoice Comments | Added new built-in invoice comments. | |
| Video Tutorials | Check out our video tutorials in Support. | |
| Fault Report | Job Cards now include the option of a blank fault report for detailed notes. | |
| Clearing Stock | Upgrading to AutoManage is now easier with the ability to clear your stock. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| Saturday 20 April 2019 | ||
| Vehicle Model Year | Capture the model year of a vehicle booked in for a service. | |
| Counter Sales Invoices | Added company logo and merchant number to counter sale invoices. | |
| Sundry Purchases Report | Added a month filter. | |
| Customer Export | You can now export your customer list to a spreadsheet. | |
| Booking Report | Added vehicle registration to the booking report. | |
| Quote Number | Added the quote number to the quote and to the filter for the quote listing. | |
| Dividends | Added account 5960 Dividends and 5970 Tax on Dividends. | |
| Debtors Age Analysis | Invoices and credit notes in different periods can be matched. | |
| Trial Balance | Enhancements to meet audit requirements. | |
| Customer Report | Added information about customer frequency. | |
| Purchase by Supplier | This report can now be printed without prices. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| Saturday 6 April 2019 | ||
| Unit Repairs | Save time by creating quote templates to use as templates for customer quotes for common jobs. (Were previously called Master Quotes) | |
| Year End Filter in Trial Balance | Added the ability to run the trial balance for a selected year end. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| Saturday 9 March 2019 | ||
| Blank Job Cards | Added blank job cards as an option. | |
| Odometer / Meter Values | Allow decimal places. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| Saturday 23 February 2019 | ||
| Additional Part Supplier | Added Omnicraft as a Part Supplier | |
| Opening Balances | Income statement accounts can now have an opening balance set. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| Saturday 27 October 2018 | ||
| Job List | The job list will now automatically refresh every 10 seconds. | |
| Job Number on Stock Sheet | Jobs in progress have a job number on the stock sheet. | |
| Opening Balances | Open balance entry shows Debit and Credit columns and total balances. | |
| Income Statement | Columns include year with month. Month filters improved. | |
| Work Order | Print technician work orders from customer quotes. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| Saturday 20 October 2018 | ||
| Over the Counter Sales | Parts can now be sold over the counter. | |
| Vehicle Selector | Vehicles are now divided into trucks and cars and by fuel type. | |
| Sundry Creditors Take On | Sundry creditors can now be taken on from another system. | |
| Company Names | Some company names are very long so another line has been added to cater for these. | |
| Quote Editor | Repair items are now added by means of a pop-up dialog selector. | |
| Quote Technician | A technician can now be selected for a quote. | |
| Clear Part Selection | A part number selected on a quote can now be cleared. | |
| Technician Sign-off | Technician sign-off has been added to the bottom of the printed service schedule. | |
| AA / RMI logos | AA and/or RMI/MIWA logos will now be printed on the quotes and invoices of member workshops. | |
| Master Quotes | Save time by creating master quotes to use as templates for customer quotes for common jobs. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| Saturday 6 October 2018 | ||
| Vehicle Selector | Sort vehicle selector by column rather than by row. | |
| Income Statement | Date range extended to the month the workshop started using AutoManage. | |
| Supplier Payments | Added the ability to sort by suppliers invoice number. | |
| Bank Account Opening Balances | Allow bank account opening balances to be cleared. | |
| Quote Editor | Increased the allowed length of policy number and authorisation code to 30. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| Thursday 2 August 2018 | ||
| Customer ID Number | Customer ID numbers can be captured in customer maintenance. | |
| Invoice Listing | Customer account appears in brackets after the customer name. | |
| Petty Cash Adjustment | A description must now be entered for petty cash adjustments. | |
| Quote and Invoice Comments | The following standard comment has been added: Standard Bank Fleet - 12 month - 20 000km warranty on parts and labour | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| Monday 2 July 2018 | ||
| Reverse Sundry Invoices | Sundry invoices may now be reversed after VAT has been paid. The reversal will take place using today's date. | |
| Customer Name | Customer name can now be up 60 characters long. | |
| Authorisation Codes | Quote authorisation codes now appear on the customer statement. | |
| Export VAT Control Account | The VAT Control Account can now be exported to Excel. | |
| Export Stock Adjustments | The Stock Adjustment List can now be exported to Excel. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| Saturday 12 May 2018 | ||
| Customer Quotes | Customer quotes emailed to customers will now show logo and workshop details. | |
| Part Descriptions | Part descriptions can now be edited in the Stock Editor. | |
| Supplier Payments | The amount paid for each invoice is now listed in the supplier payments report. | |
| Stock Adjustments | The stock adjustment number is now displayed in the stock adjustment report. | |
| Report Periods | All reports with a month selection can now run for any period. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| Monday 7 May 2018 | ||
| VAT Payments | VAT Payments now show a summary to assist in completing VAT returns. | |
| Open Job Cards | Customer phone number is now listed on the open job card report. | |
| Customer Invoices | Customer phone number is now listed on the customer invoice report and whether the customer may be contacted with service reminders. | |
| Accumulated Depreciation | Accounts have been created to cater for accumulated depreciated on all fixed asset accounts. | |
| Monies Received | The Monies Received report can be sorted by payment method. | |
| Customer Statement | Banking details have been added to customer statements. | |
| Cashbook | Sundry payments are now grouped by payment rather than showing each invoice in the payment. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| Saturday 24 March 2018 | ||
| Part History | The history of purchases and invoices for a part number is now directly available from the COS Parts and Stock menu. | |
| Quote Model and Reference | The lengths of the vehicle model name and the reference in customer quotes have been increased. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| Wednesday 28 February 2018 | ||
| Trial Balance | The trial balance is now available. | |
| Service and Repair Items | The names you give to service and repair items can now be up to 80 characters long. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| Monday 19 February 2018 | ||
| Income Statement | The income statement is available again. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| Wednesday 14 February 2018 | ||
| Performance | The performance of AutoManage has been substantially improved. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| Saturday 3 February 2018 | ||
| Deadlocks | Deadlocks have been eliminated editing quotes and GRVs. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| Tuesday 30 January 2018 | ||
| Invoice filter | Customer invoices can now be filtered to show only those that were taken on. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| Thursday 25 January 2018 | ||
| Print Duplicate Invoices | Workshop Administrators can print duplicate customer invoices. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| Sunday 21 January 2018 | ||
| Printing Reports | Reports will now print much faster. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| Thursday 21 December 2017 | ||
| Opening Balances | Opening balances can now be set for all expense accounts. | |
| Reverse VAT Payments | Workshop Administrators can reverse VAT payments. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| Thursday 9 November 2017 | ||
| Job card filter | The job list can now be filtered by job number. | |
| GL Category Totals | Totals for categories are now displayed in the GL. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| Sunday 8 October 2017 | ||
| Part cost on Quotes | Part cost can no longer be changed on quotes if the part is in stock. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| Tuesday 26 September 2017 | ||
| GL Accounts |
All GL accounts now show values instead of just referring to other reports.
All GL accounts can also be viewed simultaneously. |
|
| Saturday 9 September 2017 | ||
| Cash Transactions | Cash transactions now always use today's date. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| Saturday 2 September 2017 | ||
| Supplier Payments | GRVs can now be opened from the supplier payments report. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| Saturday 26 August 2017 | ||
| Sales and VAT | The Sales and VAT report can now be filtered to show only invoices excluding other sundry transactions. | |
| Suppliers Age Analysis | Suppliers Age Analysis can now be viewed for dates other than today. | |
| Month Filters | The month filter in reports has been extended to show months as far back as your first invoices. | |
| Job List | The colours used for job status have been improved for better visibility. | |
| Bad Debts | Validation has been added to prevent discounts on bad debt write-offs. | |
| Supplier Adjustments | Validation has been added to prevent discounts on supplier adjustments. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| Saturday 19 August 2017 | ||
| Bank Reconciliation | Cashbooks can now be reconciled against bank statements. | |
| Receipt Batches | In bank recon, receipts can be batched. | |
| Reverse Customer Deposits | Deposits can be reversed from the outstanding deposit list. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| Saturday 6 August 2017 | ||
| Printing Jobcards | Terms and Conditions are now printed after the Customer Job Card to allow double-sided printing. | |
| Report Filters | Report filters are now cleared and defaulted to avoid problems with preset values. | |
| Account Lock Down | Cashbooks are now locked down once VAT has been paid or cashbooks reconciled. | |
| Payment Reports | Reversals in customer and supplier payments reports are described better. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| Saturday 15 July 2017 | ||
| Technician Report | The performance of the technician report has been improved. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| Tuesday 27 June 2017 | ||
| Performance |
We have migrated AutoManage to a dedicated host. This will deliver improved performance across the system.
There may still be bottlenecks here and there that will need to be addressed. Please report details of any performance problems you face so we can address them. |
|
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| Monday 22 May 2017 | ||
| VAT on Invoices and Credit Notes | The word "Tax" has been changed to "VAT" on all invoices and credit notes. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| Saturday 20 May 2017 | ||
| Journal Entries | Journal entries can be posted for transactions that do not involve customers, suppliers, bank accounts or cash. | |
| Disclaimer | A disclaimer must now be acknowledged once by every user. | |
| Monies Received | The Monies Received report has been simplified. | |
| Part Quote History | Part supplier has been added to the report filter. | |
| Email Domain | The email domain .group has been added as a valid target. | |
| Income Statement |
A single month has been added to the filter.
Accounts with no entries can be hidden. |
|
| Quote Editor | The quote editor now saves you time by opening New quotes in edit mode. | |
| Supplier Payments | The supplier payments report has been simplified. | |
| Sending Email | The sending address on email from AutoManage has been changed to "Workshop Name <automanage@autoestimate.co.za>". | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| Saturday 6 May 2017 | ||
| Performance |
Work continues to improve performance in various parts of the system. In the meantime, long-running reports have been throttled so that the database is not overwhelmed. |
|
| Saturday 22 April 2017 | ||
| Performance | We have made some changes to improve the general performance of AutoManage. Work continues to address areas that still run too slowly. | |
| Create GL Accounts | You can now create your own custom GL accounts | |
| Customer Vehicles | A search facility has been added when selecting customer vehicles for bookings | |
| Goods Received | The Goods Received report can now be sorted by supplier invoice number | |
| Part Quote History | Supplier name has been added to the filter on this list | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| Saturday 18 March 2017 | ||
| Customer Deposits | You can now receive deposits from your customers. | |
| Jobcard | The customer now confirms receipt of the jobcard. | |
| Disclaimer | A disclaimer has been added to the login page. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| Saturday 18 February 2017 | ||
| Report Performance |
|
|
| Job Status | A new Job Status field has been added that can be set in the quote editor and monitored in Open Jobcards. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| Saturday 14 January 2017 | ||
| Tracking Released Parts | If parts reserved for a quote are released, the picking slip lists these parts to return to stock. | |
| Income Statement | Discounts to customers and from and suppliers are handled as expenses. | |
| Goods Received | The Goods Received report now includes a filter for supplier invoice number. | |
| Sundry Transaction Date Change | Workshop administrators can adjust sundry transaction dates. These changes must now be confirmed. | |
| VAT Transaction Details | Clicking on an amount in VAT Control now shows more detail for the transactions that make up the figure. | |
| Bug fixes | Several bugs have also been fixed in this release. Please contact us if you would like details. | |
| Thursday 13 October 2016 | ||
| Job Cards | The number of copies of job cards can now be specified. | |
| Export Open Job Card Report | The Open Job Card Report can be exported to Excel. | |
| Goods Returned Notes | Goods Returned Notes have been moved to Take On to ensure that GRNs are always made by reversing GRVs. | |
| Suppliers Age Analysis | Suppliers Age Analysis can now be accessed directly from Supplier Payments. | |
| WIP removed historic stock | Stock on hand reports for previous months no longer show Work in Progress. | |
| Progress indicator | The progress indicator has been improved to ensure that it is always visible and that the whole page is disabled while AutoManage is busy. | |
| Bug fixes | Several bugs have also been fixed in this release. Please drop us an email if you would like details. | |
| Tuesday 23 August 2016 | ||
| Operations Guide | New AutoManage User Guide is available for download on the support page | |
| Monday 22 August 2016 | ||
| Multiple bank accounts | Caters for workshops with more than one bank account. | |
| VAT Payments | VAT payments can be adjusted and reversed. | |
| Customer Statement | Discounts are consolidated into one line per receipt. | |
| Sundry Payments | Sundry suppliers can be created whilst making payments. | |
| Suppliers' Bank Details | Suppliers' bank details can be captured for easy reference. | |
| Bug fixes | Several bugs have also been fixed in this release. Please drop us an email if you would like details. | |
| Tuesday 27 July 2016 | ||
| Income Statement | A complete income statement is available in Reports -> Accounts. | |
| GL Accounts | Reports on all GL accounts are available in Reports -> Accounts. | |
| Sundry Transactions | Sundry transactions have been revamped and are now fully supported and integrated into all relevant reports. | |
| Adjustments and Write-Offs |
Adjustments for suppliers.
Bad debt write-offs for customers. |
|
| Customer Statements | Customer statements have been improved. | |
| Debtors Age Analysis | Payment receipting is now faster with access to Debtors Age Analysis from the receipting screen. | |
| Bug fixes | Several bugs have also been fixed in this release. Please drop us an email if you would like details. | |
| Thursday 14 July 2016 | ||
| Picking Slips | Parts can now be reserved for quotes using picking slips. | |
| Bug fixes | Several bugs have also been fixed in this release. Please drop us an email if you would like details. | |
| Friday 10 June 2016 | ||
| Delete Other Sundry Transactions | Other sundry transactions can now be deleted by workshop administrators and accountants until the 20th of the month following the transaction. | |
| Reversing Sundry Invoices | Sundry credit notes can now be matched to sundry invoices. | |
| Creating a Quote from a Booking Estimate | The time taken by the system to create a quote from an estimate in a booking has been dramatically improved. | |
| Bug fixes | Several bugs have also been fixed in this release. Please drop us an email if you would like details. | |
| Tuesday 31 May 2016 | ||
| Duplicate Invoices | Duplicate invoices are now headed "COPY TAX INVOICE". | |
| Part numbers | Part numbers have been removed from customer invoices. | |
| Invoice Age Analysis | A customer name filter has been added. | |
| Purchases and VAT Report | A month filter has been added. | |
| Screen layouts | Several improvements have been made to screen and column widths to make various screens look better, especially on narrower monitors. | |
| Navigation | Navigation after adding sundry invoice and credit note creation has been improved. | |
| Bug fixes | Several bugs have also been fixed in this release. Please drop us an email if you would like details. | |
| Saturday 7 May 2016 | ||
| Default Invoice Dates | Sundry invoice dates must now be selected to avoid mistakenly accepting today's date. | |
| Change Invoice Dates | Sundry invoice dates can now be changed by administrators until the 20th of the month after the invoice. | |
| Payment descriptions have been improved in the Petty Cash Report. | ||
| Date Filters | Date filter fields can now be cleared without having to clear the entire filter. | |
| Bug fixes | Several bugs have also been fixed in this release. Please drop us an email if you would like details. | |
| Tuesday 26 April 2016 | ||
| User Guide | The AutoManage User Guide has been updated. Click the Support icon in the top right above the menu and click Download User Guide. | |
| Bug fixes | Several bugs have also been fixed in this release. Please drop us an email if you would like details. | |
| Tuesday 23 March 2016 | ||
| Accountant User Role | Added a user role for accountants allowed to view all reports and perform sundry transactions. | |
| Customer Email | The length of the customer email field has been increased to 45 characters to allow for longer email addresses. | |
| Bug fixes | Several bugs have also been fixed in this release. Please drop us an email if you would like details. | |
| Thursday 25 February 2016 | ||
| Petty Cash Payments | Petty Cash Payments have been redesigned to streamline their capture. | |
| Comment on GRV/GRN | A comment field has been added to Goods Received and Returned Notes. This can be used to indicate why parts were returned, etc. | |
| Sales and VAT Report | The Sales and VAT Report now includes columns indicating the accounts affected by each sale. | |
| Quote Reference | The Quote Reference field has been increased in size to 20 characters. | |
| Bug fixes | Several bugs have also been fixed in this release. Please drop us an email if you would like details. | |
| Monday 15 February 2016 | ||
| Cashbook | A report showing all transactions on your bank account has been developed. | |
| VAT Payments | VAT payments can now be calculated and captured. | |
| Other Sundry Transactions | A mechanism for capturing transactions that do not involve customers or suppliers has been added (e.g. bank transfers). | |
| Purchases and VAT Report | The filters on the Purchases and VAT Report have been improved. Suppliers invoice numbers are now included on this report. | |
| Sales and VAT Report | The filters on the Sales and VAT Report have been improved. | |
| Bug fixes | Several bugs have also been fixed in this release. Please drop us an email if you would like details. | |
| Tuesday 19 January 2016 | ||
| Access Control | Users can now be created with different levels of access to AutoManage facilities, allowing you to protect sensitive information and allocate tasks to different staff. | |
| Thursday 7 January 2016 | ||
| Invoice creation on sundry payment screen | Invoices can be created and paid directly on the sundry payment screen. | |
| Specify invoice account allocation | Account allocation is now done when creating sundry invoices rather than when paying them. | |
| Capital filter on Purchases and VAT Report | Capital purchases can now be filtered on the Purchases and VAT Report. | |
| Account allocation on invoice lists | Account allocation is now shown on lists of sundry customer and supplier invoices. | |
| Bug fixes | Several bugs have also been fixed in this release. Please drop us an email if you would like details. | |
| Tuesday 5 January 2016 | ||
| Account allocation on Petty Cash | The Petty Cash report includes a column showing the account cash was allocated to. | |
| Bug fixes | Several bugs have also been fixed in this release. Please drop us an email if you would like details. | |
| Tuesday 8 December 2015 | ||
| Stock Reconciliation | A report reconciling stock bought and sold in a month has been added to Reports -> Monthly Recons -> Stock Recon. | |
| User Guide Available to Download | The latest version of the AutoManage Operating Guide is now available to download from Support -> Download User Guide | |
| Improve booking requests |
When a customer requests a booking from an estimate, the email received by the workshop now includes a link
to a booking with a list of customers to select from. If the customer requesting the booking is new, the
data from the request is automatically included when creating a new customer.
Booking requests now appear at the top of the booking list until a booking is made. |
|
| Bug fixes | Several bugs have also been fixed in this release. Please drop us an email if you would like details. | |
| Thursday 19 November 2015 | ||
| Save engine number | Creating a quote from a booking for an existing customer vehicle now loads the engine number | |
| Customer statements | You can now produce customer statements showing only unpaid invoices | |
| Delete quotes with a red cross | Quotes are now deleted with a red cross icon in the quote list like other items in AutoManage | |
| Confirm quote creation | Creating a quote from an invoice or credit note now asks for confirmation before creating the quote | |
| Receipts for AutoInvoice users | Subscribers to the AutoInvoice module will now be able to receive payments from customers | |
| Bug fixes | Several bugs have also been fixed in this release. Please drop us an email if you would like details. | |
