January 2024
Welcome to the January 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:
New Rental Daily Overview Screen
A flag can be set against a customer to confirm their ID has been captured
Manual created inspections can be converted into a Work Order
Transport dockets can be assigned a sequence for the driver allocation
A checklist template for service schedules can be created and applied to service schedules
Equipment due for service display days / hours to next service
Reconcilation of COD transactions
A shortcut to pick how many days, weeks or months into the future for the off hire date
Detail lines can be linked to line type Sub Hire Equipment
The off hire date and start date can be picked during an equipment swap
MYOB Account Right Integration - Customer Invoices & Supplier Invoices
Stand Downs can be edited and cancelled up until the invoice date
Proforma Invoices can be generated for a rental contract
Rental Contracts can be invoiced in advanced
Payment Terms display on the rental contract header, and highlight cash customer red
Allow for EFT & Cash payments to be taken against a customer invoice
A new setting to not allow deliveries to COD customers that have not paid
If there is an error with the Xero or MYOB invoice sync, however over the failed status will diplay the fail reason
Details of changes:
New Rental Daily Overview Screen
To streamline the management of rental contracts a new screen called the Rental Daily Overview has been created. This will allow users to view what is happening on any given day such as reservations, transport movements, overdue rental contracts, C.O.D (Cash Customer) related information and off hires that have yet to be returned.
A flag can be set against a customer to confirm their ID has been captured
When working with a C.O.D customer (Customer Customer) it is important to ensure their ID has been captured. On the rental contract screen a flag has been included which signals that the persons ID has been captured, which also saves on the Customer.
Manual created inspections can be converted into a Work Order
A manual inspection can be created, and now converted into a Work Order. This aids any equipment related inspections that are addock that you want to capture photos and notes against.
Transport dockets can be assigned a sequence for the driver allocation
When allocating transport dockets to a driver you sometimes want to be able to confirm the sequence that they need complete the deliveries or pick ups. A new sequence column has been added to the Transport Dockets screen which allows a number sequence to be entered. This will then display in this order for the driver.
A checklist template for service schedules can be created and applied to service schedules
Managing checklists can be challenging so to streamline the maintaince a checklist template can now be created. These templates can be assigned to things like service schedules, and shortly the same checklist functionality will be available for run up and return inspections.
Equipment due for service display days / hours to next service
A new column has been added to the equipment due for service screen. This displays how many days or hours until the next service is due. When leading up to a service, the text will change to yellow and when overdue it will display red.
Reconcilation of COD transactions
When payments are taken against an invoice users might want to complete a daily reconcilation of the cash & card transactions. Users can now go to the customer payment screen and filter by the transactions for that day or week and export the data into a CSV.
A shortcut to pick how many days, weeks or months into the future for the off hire date
When picking a date in the future to streamline the selection date, users can now type in for example 1D for 1 day, 1W for 1 week, and 1M for 1 month. This automatically set the expected off hire date based on the start date. Users should always double check to ensure the date selection is what the customer is after.
Detail lines can be linked to line type Sub Hire Equipment
When sub hire equipment is added to a rental quote or rental contract users can now group lines together such as transport. This applies to any line type selected.
The off hire date and start date can be picked during an equipment swap
When completing an equipment swap the user can now pick the off hire date for the equipment being replacments and the start date for the new equipment.
MYOB Account Right Integration - Customer Invoices & Supplier Invoices
Any integration with MYOB Account Right has been completed allow for the syncing of customer & supplier invoices.
Stand Downs can be edited and cancelled up until the invoice date
Users can now edit and cancel a stand down up until the last invoice date.
Proforma Invoices can be generated for a rental contract
A proforma invoice can be generated on a rental contract. This will created an proforma invoice up until the expected off hire date, no actual customer invoice is created.
Rental Contracts can be invoiced in advanced
If a customer needs to invoiced prior to the delivery of equipment new invoice type has ben created in the create invoice screen from rental contracts. This will allow the user to generate an actual invoice prior to the equipment being delivered.
Payment Terms display on the rental contract header, and highlight cash customer red
The customer payment terms will now display on the header of the rental contract, and if a C.O.D Customer (Cash Customer) the customer name will highlight red.
Allow for EFT & Cash payments to be taken against a customer invoice
Payments can now be taken against a customer invoice for both C.O.D Customers and Account Customers. It will display the balance outstanding and balance paid on the customer invoice. Partial payment can be taken, and when creating an invoice for a C.O.D Customer, the user will be prompted if they want to taken a payment.
A new setting to not allow deliveries to COD customers that have not paid
A new setting has been created that will not allow for equipment to be delivered if a payment has now been recieved when dealing with a C.O.D Customer (Cash customer).
If there is an error with the Xero or MYOB invoice sync, however over the failed status will diplay the fail reason
If the sync to Xero or MYOB for an invoice fails, when hovering over the failed column it will display the reason on why the sync failed.