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May 2024

Welcome to the May 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:

 

  • Users can capture the source & industry when creating a new CRM record

  • Sanitation pump outs can be completed at zero charge

  • Account Codes can be configured per branch for MYOB & Xero

  • Saving a default credit card when adding a payment to an invoice

  • Clicking on an address in mobile transport brings up the Google Maps pin

  • Users can revert a confirmed Purchase Order to open if nothing has been received yet

  • Transport, Sanitation & Admin charges can be configured per customer

  • Users can create a rental package with both header pricing or just detail pricing

  • Additional quick filters added to equipment due for service

  • Pop up notes can be added to equipment which is displayed when a user added the equipment to a rental contract

  • Users can import sub hire rental rates

  • Users can set equipment as not hireable, flagging equipment for internal use only

  • Users can generate a Pro Forma invoice

  • Users can deactivate a customer contact that is not the billing or site contact

  • Admin user can hide certain line types & rate types from users

  • Custom cancel and lost sales reasons can be configured

  • Purchase Order history is now visible against the equipment

  • Photos can be uploaded against equipment

  • When a user is returning a deposit they can now generate a payment

  • Customer payments can now sync to MYOB

  • Credit Notes can now sync with MYOB

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