***Requires Windows Vista and up. Certain functionality not supported by XP.
*=Changes linked to a switchable feature
Still using Firebird 2.5.x. New installations will install Firebird 2.5.5 Classic
Registration and unlock keys
Unlock keys can now be retrieved online, no more copying and pasting from emails required if you have an internet connection.
Brand new sites that have been issued a licence code with the boxed software can now register and activate their Omni online.
On the sales and purchase transaction analysis, there is now a right-click Remove option on the drop down box. This can be used for removing past typos that you no longer want to be able to pick.
Balancing control accounts is now easier than ever. There is now a new field on the nominal ledger audit trail to help identify postings to control accounts that should not be there. NB. Only applies to transactions posted after this upgrade, so don’t delay, upgrade sooner rather than later to reap the benefit of this change.
When printing reports, can now pick a period type for a period parameter, for example Previous Period, or Last Period of Last Year. If you save the report, this setting will be remembered.
For urgent deliveries where a customer is unable to give their customer order number up front on a sales invoice, you can now capture the order number later, where one has not already been filled in. Will reflect correctly on statements, audit trail, and through to the source reference on the nominal ledger.
Customer enquiry: can now search on the 8 extra customer information fields, as well as contact details.
Detailed Customer Ageing report now drives off a date parameter, instead of a period parameter. So, you can now pull the report for yesterday.
On Customer Credit Terms you can now specifically specify whether they are from date of invoice or statment. The system will no longer assume that 7 days is from date of invoice, and 30 days is date of statement.
There is now an email button on the report screen.
*Automated reports (used for sending people daily/weekly alerts) are now easier to set up. Omni will guide you through constructing the command line to use.
PDF’s are now smaller, faster to generate, and can be saved to an alternate location from within Adobe.
Outlook OLE is now an official user preference that can be used in place of MAPI. NB requires Outlook to be installed, does not work with other email clients. If used, then your Outlook signature will now get picked up.
New user permission: View Stock Levels for controlling the viewing of levels and availability. Useful for remote sites where the user does their own stock take, and shouldn’t be able to see the levels.
*Auto Markup on selling prices is now an option per stock item, per selling price. This is very useful for setting up a second price to be used as a comparison. When the difference between the recommended selling price, and default selling price is great enough, a price update can be done.
Stock Items by Warehouse report: now has a field to show when the next purchase order is due, to help with requirements planning
Stock Re-order reports can now be printed showing ALL items that a particular supplier supplies (before, you could only list the items that they were the preferred supplier for)
Reduce your auditing headaches: we investigated the typical errors user make, and put warnings and other measures in place to help prevent them in future.
Banking transaction summary: can now opt whether to include unprocessed and unreconciled transactions.
Point of Sale
The stock side bar can now display images for the products groups and stock categories. Also, it is now possible to opt not to have certain groups and categories on the side bar, making the feature more viable for sites with a very large product list.
Can now configure the system so that a teller cannot pick a stock code, it has to be scanned.
Suppliers – request for quote
Build a list of items you need pricing on (from outstanding orders, quotes, stock re-order reports, etc, etc), then email a relevant list to the relevant suppliers, requesting a quote.
The items are attached to the email as a spreadsheet, so that the supplier can fill in the prices, and return to you for importing into a supplier price list. Once a few have been returned, the prices, lead times, etc. can be compared.
*Manufacturing - Recipes
Can now specify that a recipe line is a fixed cost, ie. the quantity required does not change proportionally according to the amount being produced. Useful for example, in adding machine setup time, which will be the same no matter how many items are being manufactured.
On each recipe line, there is now a memo field for entering notes.
Can now do a raw material “Search and Replace” on selected recipes.
Can now control via the progress dates exactly when a job can and cannot be issued to, invoiced, etc. For example:
o When a job can be invoiced (eg. when date 4, “Ready to Invoice/Costs Complete” is filled in)
o When a job can have stock issued (may want date 2 (Approved to be filled in) but not date 4 ("ready to invoice") filled in.
o When a job can be closed (eg. when all 4 dates filled in)
o When estimates can be edited/changed (eg. date 1 doesn't matter, but date 2, 3 and 4 must still be blank – ie. Once a job is under way, the estimates can’t change)
o When estimated stock is reserved (eg. Once Date 1 “Job Approved” has been filled in, the stock should be considered reserved)
NB. These are just examples, it is completely up to you how you would like to set the restrictions up.
New Job “Invoice” Method: Write Off
o Users need permission to be able to work with, and issue stock to these Write off jobs
o Costs for these jobs can be posted to a nominated expense account
Monitor strict costing on your buyout items. This is now a new separate stock type in addition to Products and Services. Buyouts have to belong to a job, and pick up their costs from the supplier documentation.
NOTE: this was a highly volatile change, and its status should still be considered “alpha”
Editing a currency, and pressing F12 in the exchange rates field will now fill in the current exchange rate picked up from the fixer.io web service.
If you prefer having separate debtor’s control accounts per currency, but find it difficult to remember to select the appropriate debtors control account, you can now:
o Categorise your control accounts into Debtor, Creditor and Stock Control, making the pick list shorter, resulting in quicker, more accurate selection of the customer’s debtor’s control account.
o Can set the default debtor’s control account to Prompt, forcing you to select one of the control accounts when creating a new customer.
Also, changing the control account on a customer that already has balances or transactions, will now give a warning, and write to the user log as to who change it, when, and the reason they gave.
New field available on customer and supplier ageing summary report: Local Balance. This can now be used to provide auditors with a report as at the last day of the previous financial year, that should balance to the closing balance in the Debtor and Creditor Control Accounts.
***Changes not supported on XP
We have started using windows dialogs that were introduced from Windows Vista onwards. These allow us far more options than asking the user for a simple Yes/No, which make the system easier and more intuitive to use. Examples are, when reversing a customer receipt, and the new option to batch update the nominal ledger control account type.
This is just a brief summary of the full release notes