Enterpryze Roadmap & Product Releases

1. Accounting

A. Control your transaction postings for each month

Simply define if each month of your financial year is Open for all postings, is only for posting Purchase transactions or is Locked for any further postings (manual journals are still allowed when set to Locked). This will ensure that any unwanted transactions will not get posted to the wrong month or Period in your Accounts during the year.

1. 1. Open
   2. Purchase Only
   3. Locked

To enable Posting Periods you need to do the following:

• Click on Settings > Finance and Banking, scroll down to Closing Months
• Now click on Enable Posting Periods
• 
• Once enabled you will now be able to set the status for each month of your financial year and the previous years will be locked.
• Simply click on EDIT beside each month and select the setting required and Save.

Check out the full article here.

• B. New option to Close your Previous Year accounts.

The process will simply clear down the values on your Profit & Loss accounts to your Reserves account on your Balance Sheet, leaving your accounts ready to record the new year Profit and loss postings. All journals are created automatically for you with a simple 2 step sequence and the journals can all be reviewed again after. This process is final and therefore cannot be reversed.

Check out the full article here to find out exactly what steps to follow to Close the Previous Year.

2. Companies

1. 1. Set default Cost Centres & Project codes against your Customers and Suppliers.

NOTE: This will only apply to all transactions added via Enterpryze.

This will ensure the right Costs are tracked against each transaction and save on selecting the information at transaction stage.

In Companies, Select your Customer or Supplier

Click EDIT and click on the Finance & Taxes tab where you can define default Project code and Cost Centres for each account.

3. Purchasing & Stock

Create Serial numbers on all inbound transactions. You can now create serial numbers when receiving in Stock through Purchases or Stock transactions for SAP Business One organisations through Enterpryze.

4. Sales & Purchasing

1. 1. More reporting power to Summarise all total values on every grid and export to Excel. A new action has been added to enable you to summarise all the total fields on each Grid and Export to Excel. Simply click on Actions > select Summary and see your totals displayed for any of your Sales or Purchase transactions.

Here’s an example of the Total fields summarised on the Sales Quote Grid.

• b. Exporting to Excel limit has been improved

. The number of records exported to Excel has now been increased from 1000 to 10,000 and if the number of records exceeds this we will let you know with a message on screen.

5. Stock Reporting

1. 1. New Stock report to see what items are on Hold. In your Item setup screen where you place a stock item on Hold, you can now run a simple report to list those items.
      

Click onto the Reports menu to run the Items On Hold Report.

1. Purchasing
   1. Invoice Automation
      1. Increased efficiency when scanning Prices for Service Invoices. This change will ensure that the price on the Scanned invoice is always used, if the scanned price is blank it will use the system price for the Service Item selected in Enterpryze.
      2. Remove unwanted lines from your scanned Invoice. Where your scanned invoice has lines with no details or values that are relevant, simply select the lines and remove.Select the lines to remove and click on button to remove blank lines.
         
      3. Improved Machine learning on Invoices that have a combined Supplier and document Vat rate. You have scanned an Invoice where the Supplier Vat rate is different to the stock items vat rates, Enterpryze will learn the combined rates for the next time you scan an invoice from this Supplier.
      4. Improved updates when linking related documents. Very simply if you scanned an Invoice with a blank stock price, once you link the related document from Enterpryze it will update the price for you so no need for manual edits.

• b.  Disable Purchase Approvals in Settings

.

Simply select to disable if you do not require your purchases approved

• c.  Increased control over how many users can approve Purchases

Allow multiple approvers, assign the approvers to each user, then specify how many of the approvers are required to approve your purchases.

Step 1 – allow Multiple Approvers in Module Settings

Step 2 – assign the approvers and number of approvals required in Module Settings

Step3 – When adding the Purchase Document the user will have to select the minimum number of approvers.

2.  Banking

1. 1. Send Email confirmations for Incoming and Outgoing Payments. In Document layouts if you set payments to Auto or Confirm, you will be able to email the document on adding.

3.  Services

1. 1. Analyse your Service calls further

2 new fields have been added to the Column Chooser for you to report and analyse your Service Calls further. Simply click on Actions > Column Chooser to see the 2 fields.

4.  Square Integration

1. 1. Items uploaded to Square from Enterpryze will now include the Item Group and Sales Tax code.  The Sales Tax Code will be used in the calculation of any online Payments and updated back to Enterpryze.

5.  Outlook Integration

1. 1. Add attachments upto 25MB from emails to your Sales Opportunities
      When using the Outlook addon to add emails to your Sales Opportunities in Enterpryze, you can add attachments upto 25mb in size.

1. Services

• Manage Service teams better with Enterpryze – Assign multiple technicians to a service call, Schedule and update them, see the tasks on all calendars and view on the service app. 👬

2. Organisation

• Add a short name for your organisation so users always know which one to select. Using the new Nickname field in Organisation settings, enter a short name for your organisation.

3. Stock transactions

• Get more insights to stock levels when selecting items on transactions. Now when selecting your stock items you will be able to see all stock levels such as On hand, committed, on purchase order and total available.

4. Purchasing

• Purchase Invoice Scanning – Increased efficiency with Scanning multiple invoices from same email.
• Purchase Invoice Scanning – Custom Fields now available to report on in the Grid.
• Copy multiple documents using Copy From Purchase Orders or Deliveries to Purchase Invoices
• Item Scanning automatically reads items on all documents. With this improvement you no longer have to confirm each item as it is scanned onto your Purchase Document.

5. Custom Fields

• Assign a list of options through the Custom Fields setup. Simply create Custom fields that contain a list of options for users to select from on the assigned screen in Enterpryze.

6. Square

• Control approval of your documents from square. New option added to allow user to manually approve Square transactions in Enterpryze.

7. Stock Items (Enterpryze version only)

• Define financial accounts to track your Bill of Materials Manufacturing Costs.

Production

• On production of finished goods from a bill of material see the Issue and Receipt from production transactions and review and print details. This enhancement enables users to print pick lists of raw materials and issue package or stock data for finished goods.
• Batch Numbers – When selecting Batch numbers on raw materials the Components tab is displayed first on the Batch number selection pop-up.

Sales and Purchasing

• New columns added to the grid column chooser. Applied amount and Balance due.
• New picking list by warehouse

Reporting

• Open Purchase order report with Open Purchase orders, Open Quantity by Supplier
• New Goods to be delivered Report – select dates to see what stock is to be delivered from each warehouse
• New Stock on Purchase Order Report – select dates to see stock due to be supplied on Purchase Orders

Items

• Straight to search on Items screen
• Duplicate items – Create new items from existing ones to include prices, Re-ordering and descriptions
• Search for item groups with the stock selection window
• Filter on products that have not been uploaded to Square POS
• Added option for item group to excel importer for Items

Version 22.1024 – October 2022

1. Take control over visibility of the Gross Profit in your organisation – Through the Settings option for Sales/CRM admins will be able to tick a box to hide the Gross Profit from view on the various reporting screens, lists & Grids against each Sales transaction.
   

For example when this option is Unticked by default users will see the Gross Profit displayed as follows on all Sales Transactions:

2. Track when each stock item is required for Delivery on Orders – set delivery dates for each part of your Customer Orders, keep track on when stock will be required. The Delivery Date can now be set at line level on your Sales documents.

• When you click to add a line item you can now set a Delivery Date against each line. It will default to the date set at the beginning of the Order/Delivery but can be changed for each line.
  
• Once the Line Items are added, you can see the Delivery dates by expanding each line.
  

3. Simplified Compact View of the Delivery Scheduler – Using the new the Timeline Options on the Delivery Scheduler you can minimise the amount of information that is displayed.

• Hide Appointment list – this will simply hide the list of Orders & Deliveries to be scheduled on the left side of the screen. You can Toggle this option on or off as required.
• These options are only relevant in the Timeline View which you can access by clicking on the Work Week option on the calendar:

• Start and End Time – Set the Start and end time for each day.
• Cell Duration – Set the duration which defaults to 0.5 (1/2 hour) and increase as required.

N.B. Changes to both options will be saved for next time you login, however the Timeline option will not.

• Collapse the Grid view – you can also collapse the Grid view at anytime to minimise the information on view.
  

Version 22.926 – September 2022

1. Production history added for Bill of Materials on the Stock details screen

Can now see a full history of the Bill of Materials Parent item on the Stock item details screen. A new tab has been added called ‘Production History’. You can drill into the Goods Receipt and Goods Issues created at the time of Production for the BOM, with all relevant price details.

2. Additional Manufacturing costs can be added to a Bill of Materials

When manufacturing finished goods other costs need to be considered in the overall cost of making the item, for example production costs, utilities, man hours, machine depreciation. These can now be inserted to the Bill of Materials as separate lines with their relevant costs and will be included in the calculation of the overall cost of making the item.

3. Set Credit Limits against Customers

On the Finance & Taxes tab of the Customer details screen there is a new Credit Limit field available. This value is assigned manually and will be used to check the Credit limit balance when adding a Sales Order, Sales Delivery or Sales Invoice. In addition, there is another field on the same screen ‘Warning Only’ when ticked will display a warning only when a document will exceed the Credit Limit.

At header level on the Customer details screen there will also be a display of Credit Balance remaining, this will all depend on the Permissions assigned to users if they are enabled to see balances.

New Permissions in User Settings: 

Example of message that will appear when a user selects a Customer who has exceeded their Credit Limit when trying to add a Sales Order. The Override option only appears if the user has not been given permission.

The user then must enter the relevant credentials to override the warning and proceed with the transaction.

4. New button added to Scan Barcode on the Item editor for all transactions

When adding a new Sales or Purchase Item transaction for example Sales Order, there is a new button added to Scan Barcode.

A popup will now appear and simply start scanning your stock items, Enterpryze will return the results found in the Item details in Enterpryze, then add them to the transaction.

This works for adding barcode items to Sales and Purchase documents.

5. Recurring Transactions Remarks now moved to the Comments field

For Recurring transactions that are currently generated your customer will see the transaction reference in the Remarks field which appears on the emailed PDF. This has now bee changed and moved to the Comments field so will no longer appear on the PDF sent to your Customer, but will remain on the document for internal reference purposes.

6. New objects added to Document layouts for Reporting

The following objects have been added to Document Layouts in Settings where you can choose a PDF report for each.

• Goods Receipt, Goods Issue and Stock Transfer
  
• Example for Goods Receipt:
• In addition, when previewing any of the above transactions you can click on the Actions button to download the PDF or Report.

Version 22.905 – September 2022

1. Email attachments from sales & purchase documents

When sending a document by email, you now have the option to include some or all attachments on the email. These documents must already be attached to the base document, there is a new attachments button in the share window to allow you to choose which should be included with the system sent email.

2. Bill of Material improvements

The BOM editor now has the following improvements:

• Sorting & filtering of the components grid
• New info next to ‘make’ button calculating max total creation (based on raw materials availability)
• Gross profit calculation – user selects price list & costing method to view the gross profit calculation.
  

3. Pagination for notification centre

Previously, all notifications would show on one long list no matter the number. Even with extremely high numbers, you would have to scroll all the way through. Pagination adds a ‘more’ button after the first 20 are displayed to load the next batch.

4. Stock price list report

New report for the accounting module to show inventory items at each price list. Each row represents a different item code and the columns their price at each price list the report is run for. Filterable by item code and item group.

Version 22.815 – August 2022

1. UOM is now available on the Stock Transfer screen

When adding a Stock Transfer users will now be able to see the UOM for each of the Stock Items where it applies.

• When you hover over the quantity on the item after the document is added you will be able to see the UOM.

2. Add an additional Cost price when creating a BOM item

There will be an additional Cost price field shown when adding the components of a BOM. If this field is populated it will be used for the cost price when the Goods Receipt is created for the BOM parent item. This cost will be used when you click on Make to produce your final product.

3. Stripe Integration now supports 3DS

3D Secure (3DS) provides an additional layer of authentication for credit card transactions that protects Merchants from liability for fraudulent card payments. The user will receive the following messages when Stripe payment is confirmed and the Incoming payment has been added to Enterpryze successfully.

4. Square Integration – Link one Square shop to multiple Enterpryze organisations

Currently you can link one Square POS shop to a single Enterpryze organisation. With this change you have the option to link your Square POS to multiple Enterpryze organisations.

Version 22.725 – July 2022

1. Custom fields can be selected across more Grids

Users can select to see their custom fields from the Column Chooser in the Grids. This has been extended across more grids throughout Enterpryze. For example

Sales module:
Recurring Sales and Email and Billing

Items module:
Stock Report, Goods Adjust In and Goods Adjust Out

2. Send Customer statements in the Customer own Currency

Can now select the Customers own currency to produce the statement for emailing to your customer. Simply tick the checkbox for this option, otherwise the Statement will remain in your organisations Currency if you prefer.

3.  Purchase Automation – improvements for user experience

The following changes have been added to the Purchase Automation piece to enable users to navigate and improve your user experience.

• Email notification to confirm when you are running out of scans – receive an email that will show you what your current scan balance is and that it is time to top up so you never run out.
• Changing a scanned invoice from Service to Item type retains details – improvements have been made to ensure that no data is lost when changing from Service to Item type Invoices. All item data will be read in correctly.
• Actions & notification improved display on scanned document – You can now see all actions/notifications for your scanned document.
  
• Line and document discounts now displayed on scanned document. – users can now process discounts on the scanned invoices at line or document level.

4. BOM details screen improvements – Paging, additional fields added and can export to Excel

• Currently there is paging on the BOM but you can only display 10 items within the BOM at a time.
  This has changed to match other grid options of 10 / 20 / 100
• The following columns have been added; Cost Price, Qty on Purchase Order, Default Supplier
• Export to excel option to export the item details within the BOM

5. New option to include Sales Reserve invoices on the Invoices Grid

A user can now simply tick a box when they want to see a list of Sales Reserve invoices on the same grid as the standard Sales Invoices. This option can be deselected anytime and the Sales Reserve Invoices will continue to show on a separate grid also.

6. Can now import Sales Opportunities through the Fil Import option

The Sales Opportunities object is now available in the File Import.

7. All Batch number selection screens now allow decimal qty when outstanding qty is < 1

8. New Setting to allow you choose to set default Vat rate per Item or per Company for your organisation

Currently the default Vat rate for all Sales & Purchase transactions is taken from the Stock Item setup unless your Customer or Supplier are Vat Exempt. With this new setting you can decide for your organisation to use the Stock item or Company (Customer/Supplier) Vat rates as default for all Sales & Purchase transactions.

• Click on Settings > Module Settings – you will see the below tick box available for your Sales & Purchase transactions.

9. New option to Duplicate stock items on the Item setup screen

Existing Stock Items can now be duplicated on the Stock Item setup screen. Simply select the existing item, click on Actions then Duplicate. Enter the new Item Code/Description and all other fields will be populated with the same Item details.

10. All Stock Movements updated from Enterpryze to Square

Functionality has been improved around updating all stock movements that occur on Enterpryze back to Square POS to ensure consistency with stock levels between both.

11. Customer Statement layout has been improved and updated

The design of the statement layout has been improved, the header details have been reorganised with the logo moved from centre to the left, some fields have been renamed such as Ageing Date to Date, Customer ID has been added and more.

Before:

After: