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1
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Global Parts
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Global parts will display with an asterisk at the end of their part number.
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2
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Invoice Comments
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Added new built-in invoice comments.
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3
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Video Tutorials
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Check out our video tutorials in Support.
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4
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Fault Report
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Job Cards now include the option of a blank fault report for detailed notes.
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5
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Clearing Stock
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Upgrading to AutoManage is now easier with the ability to clear your stock.
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6
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Bug fixes
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Several bugs have also been fixed in this release. Please contact us if you would like details.
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1
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Vehicle Model Year
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Capture the model year of a vehicle booked in for a service.
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2
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Counter Sales Invoices
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Added company logo and merchant number to counter sale invoices.
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3
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Sundry Purchases Report
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Added a month filter.
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4
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Customer Export
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You can now export your customer list to a spreadsheet.
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5
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Booking Report
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Added vehicle registration to the booking report.
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6
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Quote Number
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Added the quote number to the quote and to the filter for the quote listing.
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7
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Dividends
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Added account 5960 Dividends and 5970 Tax on Dividends.
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8
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Debtors Age Analysis
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Invoices and credit notes in different periods can be matched.
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9
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Trial Balance
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Enhancements to meet audit requirements.
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10
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Customer Report
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Added information about customer frequency.
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11
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Purchase by Supplier
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This report can now be printed without prices.
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12
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Bug fixes
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Several bugs have also been fixed in this release. Please contact us if you would like details.
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1
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Unit Repairs
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Save time by creating quote templates to use as templates for customer quotes for common jobs. (Were previously called Master Quotes)
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2
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Year End Filter in Trial Balance
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Added the ability to run the trial balance for a selected year end.
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3
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Bug fixes
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Several bugs have also been fixed in this release. Please contact us if you would like details.
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1
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Blank Job Cards
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Added blank job cards as an option.
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2
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Odometer / Meter Values
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Allow decimal places.
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3
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Bug fixes
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Several bugs have also been fixed in this release. Please contact us if you would like details.
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1
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Additional Part Supplier
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Added Omnicraft as a Part Supplier
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2
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Opening Balances
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Income statement accounts can now have an opening balance set.
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3
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Bug fixes
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Several bugs have also been fixed in this release. Please contact us if you would like details.
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More ...
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1
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Job List
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The job list will now automatically refresh every 10 seconds.
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2
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Job Number on Stock Sheet
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Jobs in progress have a job number on the stock sheet.
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3
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Opening Balances
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Open balance entry shows Debit and Credit columns and total balances.
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4
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Income Statement
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Columns include year with month. Month filters improved.
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5
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Work Order
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Print technician work orders from customer quotes.
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6
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Bug fixes
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Several bugs have also been fixed in this release. Please contact us if you would like details.
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1
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Over the Counter Sales
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Parts can now be sold over the counter.
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2
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Vehicle Selector
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Vehicles are now divided into trucks and cars and by fuel type.
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3
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Sundry Creditors Take On
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Sundry creditors can now be taken on from another system.
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4
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Company Names
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Some company names are very long so another line has been added to cater for these.
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5
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Quote Editor
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Repair items are now added by means of a pop-up dialog selector.
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6
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Quote Technician
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A technician can now be selected for a quote.
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7
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Clear Part Selection
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A part number selected on a quote can now be cleared.
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8
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Technician Sign-off
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Technician sign-off has been added to the bottom of the printed service schedule.
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9
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AA / RMI logos
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AA and/or RMI/MIWA logos will now be printed on the quotes and invoices of member workshops.
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10
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Master Quotes
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Save time by creating master quotes to use as templates for customer quotes for common jobs.
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11
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Bug fixes
|
Several bugs have also been fixed in this release. Please contact us if you would like details.
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1
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Vehicle Selector
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Sort vehicle selector by column rather than by row.
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2
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Income Statement
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Date range extended to the month the workshop started using AutoManage.
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3
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Supplier Payments
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Added the ability to sort by suppliers invoice number.
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4
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Bank Account Opening Balances
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Allow bank account opening balances to be cleared.
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5
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Quote Editor
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Increased the allowed length of policy number and authorisation code to 30.
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6
|
Bug fixes
|
Several bugs have also been fixed in this release. Please contact us if you would like details.
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1
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Customer ID Number
|
Customer ID numbers can be captured in customer maintenance.
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2
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Invoice Listing
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Customer account appears in brackets after the customer name.
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3
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Petty Cash Adjustment
|
A description must now be entered for petty cash adjustments.
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4
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Quote and Invoice Comments
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The following standard comment has been added: Standard Bank Fleet - 12 month - 20 000km warranty on parts and labour
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5
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Bug fixes
|
Several bugs have also been fixed in this release. Please contact us if you would like details.
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1
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Reverse Sundry Invoices
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Sundry invoices may now be reversed after VAT has been paid. The reversal will take place using today's date.
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2
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Customer Name
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Customer name can now be up 60 characters long.
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3
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Authorisation Codes
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Quote authorisation codes now appear on the customer statement.
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4
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Export VAT Control Account
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The VAT Control Account can now be exported to Excel.
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5
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Export Stock Adjustments
|
The Stock Adjustment List can now be exported to Excel.
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6
|
Bug fixes
|
Several bugs have also been fixed in this release. Please contact us if you would like details.
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1
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Customer Quotes
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Customer quotes sent to customers will now show logo and workshop details.
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2
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Part Descriptions
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Part descriptions can now be edited in the Stock Editor.
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3
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Supplier Payments
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The amount paid for each invoice is now listed in the supplier payments report.
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4
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Stock Adjustments
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The stock adjustment number is now displayed in the stock adjustment report.
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5
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Report Periods
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All reports with a month selection can now run for any period.
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6
|
Bug fixes
|
Several bugs have also been fixed in this release. Please contact us if you would like details.
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1
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VAT Payments
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VAT Payments now show a summary to assist in completing VAT returns.
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2
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Open Job Cards
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Customer phone number is now listed on the open job card report.
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3
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Customer Invoices
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Customer phone number is now listed on the customer invoice report and whether the customer may be contacted with service reminders.
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4
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Accumulated Depreciation
|
Accounts have been created to cater for accumulated depreciated on all fixed asset accounts.
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5
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Monies Received
|
The Monies Received report can be sorted by payment method.
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6
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Customer Statement
|
Banking details have been added to customer statements.
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7
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Cashbook
|
Sundry payments are now grouped by payment rather than showing each invoice in the payment.
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8
|
Bug fixes
|
Several bugs have also been fixed in this release. Please contact us if you would like details.
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1
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Part History
|
The history of purchases and invoices for a part number is now directly available from the COS Parts and Stock menu.
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2
|
Quote Model and Reference
|
The lengths of the vehicle model name and the reference in customer quotes have been increased.
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3
|
Bug fixes
|
Several bugs have also been fixed in this release. Please contact us if you would like details.
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1
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Trial Balance
|
The trial balance is now available.
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2
|
Service and Repair Items
|
The names you give to service and repair items can now be up to 80 characters long.
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3
|
Bug fixes
|
Several bugs have also been fixed in this release. Please contact us if you would like details.
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|
1
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Income Statement
|
The income statement is available again.
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|
2
|
Bug fixes
|
Several bugs have also been fixed in this release. Please contact us if you would like details.
|
|
|
|
1
|
Performance
|
The performance of AutoManage has been substantially improved.
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|
2
|
Bug fixes
|
Several bugs have also been fixed in this release. Please contact us if you would like details.
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|
|
|
1
|
Deadlocks
|
Deadlocks have been eliminated editing quotes and GRVs.
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|
2
|
Bug fixes
|
Several bugs have also been fixed in this release. Please contact us if you would like details.
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|
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1
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Invoice filter
|
Customer invoices can now be filtered to show only those that were taken on.
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2
|
Bug fixes
|
Several bugs have also been fixed in this release. Please contact us if you would like details.
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|
|
1
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Print Duplicate Invoices
|
Workshop Administrators can print duplicate customer invoices.
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2
|
Bug fixes
|
Several bugs have also been fixed in this release. Please contact us if you would like details.
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|
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1
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Printing Reports
|
Reports will now print much faster.
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2
|
Bug fixes
|
Several bugs have also been fixed in this release. Please contact us if you would like details.
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1
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Opening Balances
|
Opening balances can now be set for all expense accounts.
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2
|
Reverse VAT Payments
|
Workshop Administrators can reverse VAT payments.
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3
|
Bug fixes
|
Several bugs have also been fixed in this release. Please contact us if you would like details.
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1
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Job card filter
|
The job list can now be filtered by job number.
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2
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GL Category Totals
|
Totals for categories are now displayed in the GL.
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3
|
Bug fixes
|
Several bugs have also been fixed in this release. Please contact us if you would like details.
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1
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Part cost on Quotes
|
Part cost can no longer be changed on quotes if the part is in stock.
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2
|
Bug fixes
|
Several bugs have also been fixed in this release. Please contact us if you would like details.
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1
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GL Accounts
|
All GL accounts now show values instead of just referring to other reports.
All GL accounts can also be viewed simultaneously.
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1
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Cash Transactions
|
Cash transactions now always use today's date.
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2
|
Bug fixes
|
Several bugs have also been fixed in this release. Please contact us if you would like details.
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|
|
1
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Supplier Payments
|
GRVs can now be opened from the supplier payments report.
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2
|
Bug fixes
|
Several bugs have also been fixed in this release. Please contact us if you would like details.
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|
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1
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Sales and VAT
|
The Sales and VAT report can now be filtered to show only invoices excluding other sundry transactions.
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2
|
Suppliers Age Analysis
|
Suppliers Age Analysis can now be viewed for dates other than today.
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3
|
Month Filters
|
The month filter in reports has been extended to show months as far back as your first invoices.
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4
|
Job List
|
The colours used for job status have been improved for better visibility.
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5
|
Bad Debts
|
Validation has been added to prevent discounts on bad debt write-offs.
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6
|
Supplier Adjustments
|
Validation has been added to prevent discounts on supplier adjustments.
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7
|
Bug fixes
|
Several bugs have also been fixed in this release. Please contact us if you would like details.
|
|
|
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1
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Bank Reconciliation
|
Cashbooks can now be reconciled against bank statements.
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2
|
Receipt Batches
|
In bank recon, receipts can be batched.
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3
|
Reverse Deposits
|
Deposits can be reversed from the outstanding deposit list.
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4
|
Bug fixes
|
Several bugs have also been fixed in this release. Please contact us if you would like details.
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|
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1
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Printing Jobcards
|
Terms and Conditions are now printed after the Customer Job Card to allow double-sided printing.
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2
|
Report Filters
|
Report filters are now cleared and defaulted to avoid problems with preset values.
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3
|
Account Lock Down
|
Cashbooks are now locked down once VAT has been paid or cashbooks reconciled.
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4
|
Payment Reports
|
Reversals in customer and supplier payments reports are described better.
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|
5
|
Bug fixes
|
Several bugs have also been fixed in this release. Please contact us if you would like details.
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|
|
1
|
Technician Report
|
The performance of the technician report has been improved.
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2
|
Bug fixes
|
Several bugs have also been fixed in this release. Please contact us if you would like details.
|
|
|
|
1
|
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.
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|
2
|
Bug fixes
|
Several bugs have also been fixed in this release. Please contact us if you would like details.
|
|
|
|
1
|
VAT on Invoices and Credit Notes
|
The word "Tax" has been changed to "VAT" on all invoices and credit notes.
|
|
2
|
Bug fixes
|
Several bugs have also been fixed in this release. Please contact us if you would like details.
|
|
|
|
1
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Journal Entries
|
Journal entries can be posted for transactions that do not involve customers, suppliers, bank accounts or cash.
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2
|
Disclaimer
|
A disclaimer must now be acknowledged once by every user.
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3
|
Monies Received
|
The Monies Received report has been simplified.
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|
4
|
Part Quote History
|
Part supplier has been added to the report filter.
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|
5
|
Email Domain
|
The email domain .group has been added as a valid target.
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6
|
Income Statement
|
A single month has been added to the filter.
Accounts with no entries can be hidden.
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7
|
Quote Editor
|
The quote editor now saves you time by opening New quotes in edit mode.
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8
|
Supplier Payments
|
The supplier payments report has been simplified.
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|
9
|
Sending Email
|
The sending address on email from AutoManage has been changed to "Workshop Name <automanage@autoestimate.co.za>".
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|
10
|
Bug fixes
|
Several bugs have also been fixed in this release. Please contact us if you would like details.
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|
|
|
1
|
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.
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|
|
1
|
Performance
|
We have made some changes to improve the general performance of AutoManage. Work continues to address areas that still run too slowly.
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|
2
|
Create GL Acounts
|
You can now create your own custom GL accounts
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|
3
|
Customer Vehicles
|
A search facility has been added when selecting customer vehicles for bookings
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|
4
|
Goods Received
|
The Goods Received report can now be sorted by supplier invoice number
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|
5
|
Part Quote History
|
Supplier name has been added to the filter on this list
|
|
6
|
Bug fixes
|
Several bugs have also been fixed in this release. Please contact us if you would like details.
|
|
|
|
1
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Deposits
|
You can now receive deposits from your customers.
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2
|
Jobcard
|
The customer now confirms receipt of the jobcard.
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|
3
|
Disclaimer
|
A disclaimer has been added to the login page.
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|
4
|
Bug fixes
|
Several bugs have also been fixed in this release. Please contact us if you would like details.
|
|
|
|
1
|
Report Performance
|
The time it takes to run the following reports has been dramatically reduced:
- Petty Cash
- Cashbook
- General Ledger
We are busy improving the performance of other reports.
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|
2
|
Job Status
|
A new Job Status field has been added that can be set in the quote editor and monitored in Open Jobcards.
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3
|
Bug fixes
|
Several bugs have also been fixed in this release. Please contact us if you would like details.
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|
|
1
|
Tracking Released Parts
|
If parts reserved for a quote are released, the picking slip lists these parts to return to stock.
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2
|
Income Statement
|
Discounts to customers and from and suppliers are handled as expenses.
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3
|
Goods Received
|
The Goods Received report now includes a filter for supplier invoice number.
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4
|
Sundry Transaction Date Change
|
Workshop administrators can adjust sundry transaction dates. These changes must now be confirmed.
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5
|
VAT Transaction Details
|
Clicking on an amount in VAT Control now shows more detail for the transactions that make up the figure.
|
|
6
|
Bug fixes
|
Several bugs have also been fixed in this release. Please contact us if you would like details.
|
|
|
|
1
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Job Cards
|
The number of copies of job cards can now be specified.
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|
2
|
Export Open Job Card Report
|
The Open Job Card Report can be exported to Excel.
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|
3
|
Goods Returned Notes
|
Goods Returned Notes have been moved to Take On to ensure that GRNs are always made by reversing GRVs.
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4
|
Suppliers Age Analysis
|
Suppliers Age Analysis can now be accessed directly from Supplier Payments.
|
|
5
|
WIP removed historic stock
|
Stock on hand reports for previous months no longer show Work in Progress.
|
|
6
|
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.
|
|
7
|
Bug fixes
|
Several bugs have also been fixed in this release. Please drop us an email if you would like details.
|
|
|
|
1
|
Operations Guide
|
New AutoManage User Guide is available for download on the support page
|
|
|
|
1
|
Multiple bank accounts
|
Caters for workshops with more than one bank account.
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|
2
|
VAT Payments
|
VAT payments can be adjusted and reversed.
|
|
3
|
Customer Statement
|
Discounts are consolidated into one line per receipt.
|
|
4
|
Sundry Payments
|
Sundry suppliers can be created whilst making payments.
|
|
5
|
Suppliers' Bank Details
|
Suppliers' bank details can be captured for easy reference.
|
|
6
|
Bug fixes
|
Several bugs have also been fixed in this release. Please drop us an email if you would like details.
|
|
|
|
1
|
Income Statement
|
A complete income statement is available in Reports -> Accounts.
|
|
2
|
GL Accounts
|
Reports on all GL accounts are available in Reports -> Accounts.
|
|
3
|
Sundry Transactions
|
Sundry transactions have been revamped and are now fully supported and integrated into all relevant reports.
|
|
4
|
Adjustments and Write-Offs
|
Adjustments for suppliers.
Bad debt write-offs for customers.
|
|
5
|
Customer Statements
|
Customer statements have been improved.
|
|
6
|
Debtors Age Analysis
|
Payment receipting is now faster with access to Debtors Age Analysis from the receipting screen.
|
|
7
|
Bug fixes
|
Several bugs have also been fixed in this release. Please drop us an email if you would like details.
|
|
|
|
1
|
Picking Slips
|
Parts can now be reserved for quotes using picking slips.
|
|
2
|
Bug fixes
|
Several bugs have also been fixed in this release. Please drop us an email if you would like details.
|
|
|
|
1
|
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.
|
|
2
|
Reversing Sundry Invoices
|
Sundry credit notes can now be matched to sundry invoices.
|
|
3
|
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.
|
|
4
|
Bug fixes
|
Several bugs have also been fixed in this release. Please drop us an email if you would like details.
|
|
|
|
1
|
Duplicate Invoices
|
Duplicate invoices are now headed "COPY TAX INVOICE".
|
|
2
|
Part numbers
|
Part numbers have been removed from customer invoices.
|
|
3
|
Invoice Age Analysis
|
A customer name filter has been added.
|
|
4
|
Purchases and VAT Report
|
A month filter has been added.
|
|
5
|
Screen layouts
|
Several improvements have been made to screen and column widths to make various screens look better, especially on narrower monitors.
|
|
6
|
Navigation
|
Navigation after adding sundry invoice and credit note creation has been improved.
|
|
7
|
Bug fixes
|
Several bugs have also been fixed in this release. Please drop us an email if you would like details.
|
|
|
|
1
|
Default Invoice Dates
|
Sundry invoice dates must now be selected to avoid mistakenly accepting today's date.
|
|
2
|
Change Invoice Dates
|
Sundry invoice dates can now be changed by administrators until the 20th of the month after the invoice.
|
|
3
|
Petty Cash Report
|
Payment descriptions have been improved in the Petty Cash Report.
|
|
4
|
Date Filters
|
Date filter fields can now be cleared without having to clear the entire filter.
|
|
5
|
Bug fixes
|
Several bugs have also been fixed in this release. Please drop us an email if you would like details.
|
|
|
|
1
|
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.
|
|
2
|
Bug fixes
|
Several bugs have also been fixed in this release. Please drop us an email if you would like details.
|
|
|
|
1
|
Accountant User Type
|
Added a user type for accountants allowed to view all reports and perform sundry transactions.
|
|
2
|
Customer Email
|
The length of the customer email field has been increased to 45 characters to allow for longer email addresses.
|
|
3
|
Bug fixes
|
Several bugs have also been fixed in this release. Please drop us an email if you would like details.
|
|
|
|
1
|
Petty Cash Payments
|
Petty Cash Payments have been redesigned to streamline their capture.
|
|
2
|
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.
|
|
3
|
Sales and VAT Report
|
The Sales and VAT Report now includes columns indicating the accounts affected by each sale.
|
|
4
|
Quote Reference
|
The Quote Reference field has been increased in size to 20 characters.
|
|
5
|
Bug fixes
|
Several bugs have also been fixed in this release. Please drop us an email if you would like details.
|
|
|
|
1
|
Cashbook
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A report showing all transactions on your bank account has been developed.
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2
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VAT Payments
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VAT payments can now be calculated and captured.
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3
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Other Sundry Transactions
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A mechanism for capturing transactions that do not involve customers or suppliers has been added (e.g. bank transfers).
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4
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Purchases and VAT Report
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The filters on the Purchases and VAT Report have been improved.
Suppliers invoice numbers are now included on this report.
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5
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Sales and VAT Report
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The filters on the Sales and VAT Report have been improved.
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6
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Bug fixes
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Several bugs have also been fixed in this release. Please drop us an email if you would like details.
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1
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Access Control
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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.
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1
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Invoice creation on sundry payment screen
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Invoices can be created and paid directly on the sundry payment screen.
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2
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Specify invoice account allocation
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Account allocation is now done when creating sundry invoices rather than when paying them.
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3
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Capital filter on Purchases and VAT Report
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Capital purchases can now be filtered on the Purchases and VAT Report.
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4
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Account allocation on invoice lists
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Account allocation is now shown on lists of sundry customer and supplier invoices.
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5
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Bug fixes
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Several bugs have also been fixed in this release. Please drop us an email if you would like details.
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1
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Account allocation on Petty Cash
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The Petty Cash report includes a column showing the account cash was allocated to.
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2
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Bug fixes
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Several bugs have also been fixed in this release. Please drop us an email if you would like details.
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1
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Stock Reconciliation
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A report reconciling stock bought and sold in a month has been added to Reports -> Monthly Recons -> Stock Recon.
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2
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User Guide Available to Download
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The latest version of the AutoManage Operating Guide is now available to download from Support -> Download User Guide
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3
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Improve booking requests
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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.
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4
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Bug fixes
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Several bugs have also been fixed in this release. Please drop us an email if you would like details.
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1
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Save engine number
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Creating a quote from a booking for an existing customer vehicle now loads the engine number
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2
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Select to view unpaid invoices only in customer statements
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You can now produce customer statements showing only unpaid invoices
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3
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Delete quotes with a red cross
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Quotes are now deleted with a red cross icon in the quote list like other items in AutoManage
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4
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Confirm the creation of a quote from an invoice or credit note
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Creating a quote from an invoice or credit note now asks for confirmation before creating the quote
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5
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Receipts for AutoInvoice users
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Subscribers to the AutoInvoice module will now be able to receive payments from customers
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6
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Bug fixes
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Several bugs have also been fixed in this release. Please drop us an email if you would like details.
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