ConnectIt-Workflow now available free of charge

October 1st, 2014

Due to popular demand our ConnectIt-Workflow productivity enhancements for QuoteWerks are now available FREE OF CHARGE!

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ConnectIt-Sage50 v2.21.0 released

September 29th, 2014

With the following new features and updates…

ADDED: support for Sage 50 Accounts v21 (2015)
ADDED: Configuration | Documents tab | Transfer Details tab | Header column – if this option is ticked, then the QuoteWerks Document Header Line Items are transferred to Sage the Sage Documents as Comments.

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Resource Management tool v1.5.3 released

September 3rd, 2014

With the following new features, updates and fixes…

ADDED: CHMS | On load if the connection to ACT! fails, then load the dropdown information from that in the database and disable button functions which rely on the connection to ACT!
ADDED: Financials tab | Adjustments tab – options to Filter Adjustments by date
ADDED: Configuration | Advanced tab | Rules tab | Driver Conflict From and To Minutes – these are used with the new validation when creating / updating a Shift (see below).
ADDED: Configuration | Main Diary tab | New and Edit buttons – added validation that the Care Home where the Shift is scheduled does not have another Shift there within the next X-Y minutes. The X-Y minutes are governed by the new Configuration options (see above).

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ConnectIt-Sage200 (2010) v1.8.4 released

August 4th, 2014

With the following updates and fixes…

UPDATED: when the Configuration | Documents tab | Sales Documents tab | ‘Customer VAT No. Reference is in QuoteWerks‘ is un-ticked, then also un-tick and disable the ‘Enable Tax Code Validation’ option as it is not relevant without having the Customer VAT number.

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ConnectIt-Workflow v1.6.1 released

July 30th, 2014

With the following new feature…

ADDED: compatibility for QuoteWerks v4.5 and below.

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ConnectIt-Sage200 (2010) v1.8.3 released

July 23rd, 2014

With the following update…

UPDATED: when the Configuration | Customers tab | ‘Enable Tax Code Validation’ option is ticked, un-tick and disable the Documents tab | Sales Documents tab | ‘Tax Rate from Sage Customer’ option as by taking the Tax Code from the Sage Customer would override what is trying to be achieved with the Tax Code validation routines.

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ConnectIt-Sage200 (2010) v1.8.2 released

July 21st, 2014

With the following fixes…

FIXED: internal testing identified that if the v1.8.0 Configuration | Documents tab | Sales Documents tab | ‘Transfer Group Header Lines not Member Items’ option is ticked and the Configuration | Products tab | All Documents tab | ‘Allow Documents to be created even if the Product Code does not exist in Sage’ option is not ticked and the Group Header Line Item is blank or does not exist, then the User is not prompted that Product(s) do not exist and asked to correct this before transferring. This issue is now resolved – the User is now prompted and the transfer fails.
FIXED: internal testing identified that if the v1.8.0 Configuration | Documents tab | Purchase Documents tab | ‘Transfer Shipping Cost as separate Line Item’ option is ticked but the Charge Code set does not exist then 1) the User is not prompted, and 2) the transfer completes successfully but without the Shipping Cost applied to the Purchase Order Document. This issue is now resolved – the User is now prompted and the transfer fails.

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ConnectIt-Sage200 (2010) v1.8.1 released

July 14th, 2014

With the following new features and updates…

ADDED: Configuration | Customers tab | ‘Enable Tax Code Validation’ option – if this option is ticked, the ConnectIt will check the Country that the QuoteWerks Document is for (UK, Europe or RoW), the Tax Code applied (typically 20% or 0%) and whether there is a VAT Number specified and pass or fail the transfer accordingly. For more details on the validation, please refer to Knowledgebase Article 000293.
ADDED: Configuration | Customers tab | ‘RoW Tax Code’ option – used as part of the UK / Europe / RoW transfer process and Validation checks. For more details on the Tax Codes and where they are used, please refer to Knowledgebase Article 000293.
ADDED: Configuration | Advanced tab | Document Transfer tab | QuoteWerks tab | ‘Do not allow transfer if the Document is unsaved’ option – if this option is ticked, then ConnectIt will check to see if the Document in unsaved (“dirty”) and stop the User from transferring the Document if it is not.

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ConnectIt-Workflow v1.6.0 released

July 11th, 2014

With the following new features, updates and fixes…

ADDED: ConnectIt Configuration | Validation tab | New & Edit Rule buttons | Rule Wizard Step 2 – ‘AND Document Field’ options.
ADDED: ConnectIt Validation – when the ‘AND Document Field’ options are set, then as well as checking that the Rule should be run for the specific Document Type and Status, we also check that the specified Document Header AND field has the appropriate Value. Note that this works for Rules based on both Document Header and Document Item Validation Levels.

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Resource Management tool v1.5.2 released

June 30th, 2014

With the following new features, updates and fixes…

ADDED: CHMS | Login – new Manager level password. The Manager login has access to the same screens and tabs as the Standard login User, but more reports.
ADDED: CHMS | Reports tab – added a Employee Profitability report.
ADDED: CHMS | System tab | Miscellaneous tab – fields to populate an Average Transport and Average Overhead Cost per Employee

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