Sales Assistant Change Log

5 July 2019 - 1.0.9.1

• New: Document Numbering has been added. No longer requires the use of the Numbering Plugin.

•  New: Set the minimum number of numbers for the document numbering

• Updated: Stock Activity is shown with the Inventory tab

• Activity Tracking is now provided by Time & Budget. This requires the Time&Budget plugin from iOSXperts to be installed.

• Minor Stability fixes

• Download 1.0.9.1

• Download Template Files

19 May 2019 - 1.0.8.8

• New: DSA preference access from the Daylite Preferences window

• New: payment status added to the global document view

• New: fulfillment status added to the global document view

• New: Button to open a document's objective in a flyover window

• New: Sales with pending stock report

• New: Stock level thresholds per warehouse

• New: Stock Availability tab for inventoried products​

• New: Added a Swiss Template that supports Grouped Line Items

• ​Updated: Stock Activity is shown with the Inventory tab

• Minor Stability fixes

• Download 1.0.8.8

• Download Template Files

10 April 2019 - 1.0.8.6

• FIXED: an issue with global Supplier Order Templates not showing address details​

• NEW: Added Reorder Level field to product cards

• FIXED: Crash if no Terms & Conditions are loaded in the preferences

• CHANGE: To the order that Activity Report is run to improve performance with large databases

• Download 1.0.8.6

20 March 2019 - 1.0.8.5

• Updated to work with Daylite 6.6.4

• Added new Orders Pending Stock Report

• Download 1.0.8.5

1 March 2019 - 1.0.8.4

• Added document approval system for low margin and high-value sales documents

• Added the ability to save the document settings as defaults for all document types

• Added document profit view, now see the profit and margin as you build a sales document​

• Download 1.0.8.4

1 February 2019 - 1.0.8

The following changes have been implemented for this versions of Daylite Sales Assistant

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• This build requires licensing to use. Please contact puremac to purchase a licence

• Line Item Sets. Save any document's line items as a template that can be used on any other template.

• New menu to add line items from Line Item Sets

• MoneyWorks Connector supports sending of Invoices and payment to MoneyWorks

• MoneyWorks Connector supports sending People as well as Companies

• New Template options allow many options to be shown or hidden on a PDF

• Multi Terms & Conditions support. Select which terms to add to a document

• Comes with 4 Standard document templates to choice from

• Activity Section allows tasks and or appointments to be billed directly

• New preference to set the billable rate per worker per category

• Set billable time rounding

• Numerous bug fixes

• Global Activity Section to easily see and manage un-billed activity

• 30 Day trial period build in

• Download version 1.0.8.0

28 October 2018 - 1.0.6.9.7

The following changes have been implemented for this versions of Daylite Sales Assistant

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• The banking details labels can be set per location. This allows display of banking details with different display labels. For example use BSB in Australia and Routing Number in the USA.

• Improved Xero integration. with support for multiple xero documents

• DSA tax mappings to Xero taxes... no longer just relies on the Daylite Tax 1 or Tax 2

• Document can no longer to be sent to Xero unless a PDF has been generated

• Send documents to Xero at the time of creating the PDF

• In the Document Summary view we have added location support... so the user can sort document by location then send them to Xero

• We show what Xero document is logged into

• Added Log out of Xero menu option in the Xero Preferences

• Added Xero instructions in the User Manual

• Added DSA tokens that can be used in DSA templates

5 October 2018 - 1.0.6.9.4

The following changes have been implemented for this versions of Daylite Sales Assistant

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• Fixed has been applied to the product importer to address an issues introduced in the Mojave and Daylite 6.6 updates resulting products being duplicated when imported using the mapping profile

3 October 2018 - 1.0.6.9.2

The following changes have been implemented for this versions of Daylite Sales Assistant

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• Document names can now contain forward slashes / this was previously stopping documents from opening in PDF or Email.

• Added Category Mappings for activity settings

• Adding time rounding for future activity billing

• Added users charge rates with category overrides to support future activity billing

• Adding Project Status Report

• Added Sales Order to Line Item Report

• Added Product Sales Summary Report

21 September 2018 - 1.0.6.8.9

The following changes have been implemented for this versions of Daylite Sales Assistant

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• Added user restictions to DSA to control who can see buy prices and COG amounts. This will hide all views of the cost values from users that are restricted from viewing them. Admin users can set the restrictions in the DSA preferences

• Changes to the preferences view to improve preference management

• Added support for consolidated taxes.. mainly needed for USA customers and other regions where taxes are consolidated.

• Added support for bank account selection on the project view. NB this will require updates to existing templates to use it duynamically. Ask us if you would like this feature added.

• Added ability to access product edit from the product global area.

• Fixed a bug stopping the deletion of invoices from the Finance tab on projects and contacts

• Added a link to the User Guide for DSA into the DSA preferences.

• Other general performance improvements

5 September 2018 - 1.0.6.8.6

The following changes have been implemented for this versions of Daylite Sales Assistant

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• Performance improvements to reduce the time it takes to load finance documents that need to look up payments. The way primary contacts are referenced on document types has be changed.

• Documents have been locked once a PDF has been generated. To edit a document the existing PDF needs to be cleared. This stops PDF previews having the potential to differ from the PDF that was sent out to a customer.

• The PDF generation process has bee changed to support locking and clearing PDF on all documents

• When any document that represents the completion of the opportunity such as a quote acceptance or an invoice, the opportunity is closed marked as won and a new project duplicated from the opportunity. The user is taken to the document screen on the new Project. This ensures DSA users are adhering to Daylite best practice and not invoicing off opportunities.

• Added aged debtors report to the global view.

• Other general performance improvements

20 August 2018 - 1.0.6.8.5

The following changes have been implemented for this versions of Daylite Sales Assistant

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• Updated Payment Process allows adding payments during the document generation process. This is required when using retainers and deposits. Users no longer have to double handle the invoice to display the payment details

• Improvements to the payment process.

• Support for payment tokens on invoices. Invoice templates can now display the payment type and amount, even displaying multiple payment types and the outstanding balance.

• Changes to the upgrade process... updates now auto install and restart Daylite. Users do not have to download the DMG and run the installer manually.