Lead developer Tyler Olmstead released v165 on Tuesday evening, December 10th. Updates include:
- Itemized Hazmats and Fees sync to Accounting Link
- Engine Size added to RO PDF
- Parts Tags can be added when a part is first created
- Payments Box behavior improvements
- Vendor List performance upgrade
#1 - Itemized Hazmats and Fees sync to Accounting Link
Shop-Ware has always supported itemized hazardous materials and fees, with any kind of description, configurable on every service and/or Canned Job. These items synced to Accounting Link, but simply as generic "Hazmats", lumping them into a single type of revenue source.
The mapping of Haz/Fees is now enhanced to sync these items with unique IDs, based on their descriptions, so you can map them appropriately to your Chart of Accounts. The number and types of accounts are completely configurable and unlimited.
Once a fee is mapped to the account, you will not need to map it again. For example, if you consistently charge an oil disposal fee (like that required in California) and you call it "California Oil Disposal Fee - Per Qt", that fee will sync to Accounting Link with that specific description and corresponding ID, for you to map to whatever account you wish ("Hazmats" e.g.).
Any time you sell the same fee, it will then automatically map to Hazmats.
If you charge a different fee for 12v battery disposal (another California example) and you call it "California Battery Fee", that fee will likewise sync to Accounting Link with that specific description and corresponding ID, for you to map to whatever account you wish ("Battery Fees" e.g.), so you can distinguish what you need to report to the state specifically for that fee.
Again, any time you sell the fee again, it will automatically map to Battery Fees (per the example).
Whenever you create a new fee (and call it whatever you want) it will sync to Accounting Link for you to map to a new account or an existing one. If you need any help, contact Accounting Link on their support line 1-866-964-9699 or visit their website www.tbohelp.com
#2 - Engine Size added to RO PDF
You ask, Shop-Ware delivers! For shops managing fleets or insurance claims, vehicle engine size is now displayed on the print view of the Repair Order. This information is always displayed (no need to configure it) as returned from VIN decodes or entered manually.
#3 - Part Tags can be added when a part is first created
Part tags are now available to be created or entered when creating a new part from scratch:
#4 - Payments box behavior improvements
When taking multiple or partial payments, Accounting Notes in the payments box would not clear. This has been fixed.
The behavior for sending receipts and marking vehicles picked up (via checkboxes) has also been normalized when taking multiple or partial payments.
#5 - Vendor List performance upgrade
Shops with hundreds of vendors were previously experiencing a delay to select a vendor, especially in the Sublet entry workflow. This was a potential complication when syncing vendor information with Accounts Payable to Accounting Link. This has also been fixed.
This concludes Release Notes for Version 165. Enjoy!
Any additional questions please contact Support@Shop-Ware.com