The Big Stuff - PATHWAY TO XERO
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Pathway to XERO - Manual Charges |
WHAT: |
Manual Charges |
WHO: |
Livestock Agents |
Details: Allow users to create manual charges and apply these to the Rule Builder |
Pathway to XERO - Manual Charge Labels |
WHAT: |
Manual Charge Labels |
WHO: |
Livestock Agents |
Details: Allow users to create & link Labels to manual charges to influence Rule Builder outcomes. |
Pathway to XERO - Payment Terms Input |
WHAT: |
Payment Terms |
WHO: |
Livestock Agents |
Details: Allow users to customise payment terms for billing |
Pathway to XERO - GL Codes |
WHAT: |
Add GL Codes to Rules |
WHO: |
Livestock Agents |
Details: Allow users to link GL codes to rules & charges |
Pathway to XERO - Descriptive text input on Rules |
WHAT: |
Text Input |
WHO: |
Livestock Agents |
Details: Allow users to add free text input to rules for internal explanation in human-friendly terms.
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Pathway to XERO - Billing AgGrid |
WHAT: |
Visualise Rule Builder Output in Grid table. |
WHO: |
Livestock Agents |
Details: Allow users to visualise rule builder outputs on the screen in a Grid format. |
Pathway to XERO - Invoice Numbering |
WHAT: |
Manual Start Number insert |
WHO: |
Livestock Agents |
Details: Allow users to insert the next invoice number from their accounting system to maintain continuity between systems. |
Pathway to XERO - Default Xero Tenant |
WHAT: |
Default Xero Tenant |
WHO: |
Livestock Agents |
Details: Allow users to move between 'Production' & 'Testing' Xero tenant for training & testing purposes. |
General Updates
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Bidder Registration form improvements |
WHAT: |
Updates to Bidder Rego From |
WHO: |
Buyers, Livestock Agents & Saleyard Users |
Details:
*FIRST NAME: Populates 'Email Recipient's First Name' *LAST NAME: Populates 'Email Recipient's Last Name' *EMAIL: Populates 'Email Recipient's Email Address' PHONE: Populates 'Email Recipient's Phone Number' *BUYERS ACCOUNT / TRADING NAME: Populates 'Buyer & Buyer Way/ Account'. STOCK AGENCY/INVOICE TO: Populates 'Invoice To' *DESTINATION PIC: Populates 'Properties' DELIVERY ADDRESS: Now using Google Maps search POSTAL ADDRESS: Collapsed section, “+ Show” to expand another Google Maps search) NOTES: Still free text.
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Bidder Registration form link |
WHAT: |
Easy access to bidder rego form link |
WHO: |
Livestock Agents & Saleyard Users |
Details: Expose the Bidder Rego form link for easy sharing. |
Delete erroneous Bidder Registrations |
WHAT: |
Delete Bidder Registrations |
WHO: |
Saleyard Users |
Details: Allow users to easily delete bidder registration when required. |
PIC Setting - UX improvements |
WHAT: |
Update to PIC setting on Buyer Screen |
WHO: |
Livestock Agents & Saleyard Users |
Details: Enhance the useability of setting an existing or new PIC from the three dots menu on the Buyer Tab. |
NLIS Sightings Call |
WHAT: |
Additional NLIS transaction |
WHO: |
Saleyard Users |
Details: Allow Saleyard Users to perform NLIS Sighting transactions when required. |
Quick Sell Updates |
WHAT: |
Quick Sell Updates |
WHO: |
Saleyard Users |
Details: Slight adjustment to the order of data entry for Quick Sell, plus the ability to use the Page Up/Page Down buttons to move between lots. |
Create Consignment from NVD Screen |
WHAT: |
Create a new consignment from the NVD screen. |
WHO: |
Livestock Agents & Saleyard Users |
DETAILS: Ever got to an NVD to map and realised the Vendors Consignment has not been loaded? Now you can just add a new consignment form the NVD mapping screen - When no vendor is selected a little + icon will be on the right, click that and you can create a new consignment & map the deck. |
Enhancements to Auction Splitting |
WHAT: |
Increased speed in Auction Selling screen. |
WHO: |
Livestock Agents, Saleyard Users |
Details: Workflow enhancements to reduce clicks and increase speed when splitting single lots pens in Auction selling screen. Now a single lot will not make you show the lot before splitting, this will allow the user to quickly split and mark a lot (if required) with less button clicks. |
Invalid EID Warning |
WHAT: |
Invalid EID’s previously use to present as an Exception, now they will just be a warning. Meaning no action is required prior to confirming a sale. |
WHO: |
Livestock Agents & Saleyard Users |
Details: Previously an invalid EID presented as an Exception, this meant the user had troubles confirming a sale. Now these issues have been relaxed to just be a Warning. If you want to totally remove the EID form your sale, this can be done from the EID’s table >EDIT EID > DELETE. |
DPen on Salewatcher |
WHAT: |
Enhancements to SaleWatcher for DPen |
WHO: |
Saleyard Users |
Details: Allow Saleyard Users to toggle between Selling Pen or Delivery Pen in some views on the Salewatcher screens. |
Adjustment to SG8.XML file |
WHAT: |
An update to the SG8.XML file for Breed. |
WHO: |
SaleG8 users (Livestock Agent) |
Details: Adjustment to the content in the Breed section of Sale Lot data, this will allow SaleG8 users to import the Breed Name into the product description for reports. |
Adjust GST Check Logic |
WHAT: |
Better UX on GST Status for Businesses |
WHO: |
Livestock Agents & Saleyard Users |
Details: Better awareness of GST status and a manual trigger to re-check GST status for a business. |
REPORT UPDATES
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Agent Market Reports |
WHAT: |
Whole of Market report for Livestock Agents |
WHO: |
Livestock Agents |
Details: Agents can now download a market report for the whole saleyard from their access. |
Fav. Reports in Buyer Tab |
WHAT: |
Buyer Purchase Check, Outward Movement (Weighbill) and Buyer Details Report now available from Buyer Tab. |
WHO: |
Livestock Agents & Saleyard Users |
Details: If you have either of the above reports set as a favourite they will become available from the three donuts menu on the Buyer Tab - This function will be more broadly spread across the application in the coming releases so keep an eye out. |
Buyer Purchase Check Report |
WHAT: |
Handle Registered Bidders in Buyer purchase Check report |
WHO: |
Livestock Agents & Saleyard Users |
Details: When Registered Bidders are used in a livestock sale the Buyer Purchase Check Report will show the Bidder Number and also adjust the sort order of the pages by Bidder Number. |
Agent Sale Reports (Whole Market) |
WHAT: |
An Agent Sale Report for the entire sale. |
WHO: |
Saleyard Users |
Details: Allow Saleyard Users to run an Agent Sale report for the entire market - for Stud Sales. |