August 2024
Welcome to the August 2024 release of Latner Software. There are many updates in this version that we hope you'll like, some of the key highlights include:
Summary of changes:
Prefixes can be set against master records
Custom prefixes can be configured against all master records so for example rental contract can now be displayed as RC7854 instead of 7854
Auto completing of pick up dockets when a return is completed
When a returning equipment if there is an open pick up docket a new setting has been created that will auto complete the pick up docket.
Multiple email addresses can be saved against billing contacts
When creating a contact multiple email addresses can be saved against the contact by including a semi-colon. This same functionality can be used for emailing out PDF’s from Latner.
Cancelling a supplier invoice
If a supplier invoice has been created in error, the supplier invoice can now be cancelled. If linked to a purchase order it will rollback the link and flag that the purchase order is still awaiting a supplier invoice.
Transport dockets can be reopened
If a transport docket has been completed in error, the transport docket can be reopen.
Delaying the start of a rental contract
If a payment has been taken against a rental contract and a customer advises that they want to delay the start of the rental, the user can delay the start of the rental contract by picking a new start date.
Equipment due for service can be exported into a CSV
Additional filters have been added to the equipment due for service screen, along with the ability to export this data into a CSV
Rental rates on a rental contract can be adjusted after the equipment has been invoiced
If a customer has been invoiced a particular rental rate and after a few weeks a new rental rate has been agreed users can complete a rate adjustment against the equipment line and a new start date.
eWay integration
A integration with the payment gateway provider eWay has been development allowing for credit card payments to be taken in Latner and stored as a token
Open balance revenue & cost against equipment
When importing equipment into Latner the opening balance for revenue & cost against the equipment can be set enabling for stronger reporting
Transport dockets can be changed from internal to external
When a transport docket is created and set to be completed by an external freight company, users can no change this to internal
Credit status and financial info displayed in CRM
When viewing a customer in the CRM the credit status and financial data relating to their account is visible
Asset Module
Phase 1 of the asset module has been development allowing for assets to be linked to equipment and for a depreciation schedule to be assign to the asset
Asset Finance
Phase 1 of the asset finance module has been development allowing for a finance schedule to be imported for equipment