When adding or editing supplier invoices, you can now select stock items from the Customer Stock system and when you save the invoice CashManager prompts to create a Product Received record to add these items into your Stock system. The Supplier purchase price is also brought through from the Customer Product system. If you change the purchase price while adding or editing supplier invoices, you are prompted to update the master product record.
Fast Search has been introduced for systems with large numbers of Product items. This new feature loads an empty Product window quickly which then allows you to use the Look For box to search for only what you are looking for. This feature only searches the Code, Name and Group columns – which allows it to complete the searches more quickly. To activate Fast Search go to Setup, Options on the menu then choose Products, Activate Fast Search.
When creating Invoices and searching for Products you can now click into the Look For box and scan a bar code to search for that product. For this feature to work you need to have pre-loaded the barcodes in each Product item.
We have a new Report export format - ‘No Headers or Merged Cells (*.xlsx)’ that saves the file in an excel spreadsheet format without any merged cells. This format allows you to easily manipulate the exported data.
When finalising your Bank Reconciliations and GST Returns CashManager automatically saves full reports so that these can be viewed later through the Reporting menu, View Bank Reconciliation Reports and View GST Returns.
When you have setup Invoicing only passwords in CashManager the Job Tracking menu and features are now also accessible when this password is in use. Contact our support team if you would like assistance setting this up.
The Un-finalise GST Return feature has been moved to the Administrator login.
The Bank Account List now has a check box to ‘Include accounts that are not used.’
We have added compatibility updates so that the update of information from older versions of PayTek are more seamless.