July 2024

Welcome to the July 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:

Delaying a rental contract that has already been invoiced

• This relates to when you are invoicing a customer in advanced, and they decide that they want to delay the start of a rental contract

• A new option has been added that allows for the rental contract to be postponed, and it will auto calculate the billing period for the new dates

Transport dockets can now be reversed

• This relates to when a delivery docket has been completed, and the user realized they completed the wrong delivery docket by mistake

• A new option has been added allowing users to reopen a transport docket which will revert the rental contract detail & equipment status automatically

Planning transport dockets can be viewed & allocated in a calendar view

• This relates to when a transport coorindator is planning their deliveries & pick ups for both internal & third party contractors

• A new screen has been created allowing users to view & allocate transport dockets by branch in a drop & drag calendar view

Allowing of changing the supplier on a sub hire order

• This relates to when an sub hired equipment line is added and closer to the start date the user decides to change the sub hire supplier

• An option has been added that allows for the sub hire supplier to be changed, which will automatically update the sub hire order

Pick up dockets can be auto completed when a return is completed

• This relates to an error message a user would receive if they tried to return equipment where there is an open pick up docket

• A new setting can be enabled which when enabled will auto complete the pick up docket when completing the return.

Users can choose to add fuel to a post hire inspection which will add to the rental contract automatically

• This relates to when a user is completing a return and they do not have time, or will not be adding the fuel used in the return or mobile return however it will be checked during the return inspection

• Users can enter a fuel amount when completing a post hire inspection which will automatically add the fuel to the rental contract

Users can add a semicolon and add multiple email address into a contacts email

• This relates to when a customer requests for invoices to be emailed to two email addresses

• When creating a billing contact or site contact against a customer two email address can be entered, split by a semicolon and the invoices will be sent to both email addresses during the bulk email invoices

Customers can scan QR Codes on equipment and view documentation & service history

• This relates to when a customer requests documentation, service history & pre / post hire inspection information

• QR Codes can be assigned to equipment and documentation uploaded, along with the auto-population of the the service history, pre hire & post hire inspections

Other smaller changes you might find helpful

• Purchase order status will updated to invoiced once a supplier invoice is linked

• Prefixes can be set for display against records such as rental contracts & invoices

• A CRM Dashboard has been created that can be scoped by branch, sales rep & date

• Payment amounts & methods can be displayed on customer invoices

• A new filter called "Overcommitted Only" to show where there is an equipment shortage in the equipment availability dashboard

• When changing the start date on a rental contract it will also update the run up inspection date

• Users can update the branch on a rental quote before it has been converted to a rental contract

• Users can select a row in the equipment due for service an update when the next service due date or hour is

• Costs can be assigned to equipment when adding expenses to a supplier invoice