• Resolved an issue where the tax calculation for a new product could be incorrect on a supplier invoice if the product was assigned to a Product Category. 
• Resolved an issue where the product cost tax calculation for new products would not show the correct until the product was saved. The price will now dynamically updated based on what you enter into either field.
• Added mechanic colour to the mobile app for easier identification.
• Removed Motor integration for US accounts - this is no longer supported.
• Fixed an issue with the sample mechanics that are added when a new account is created. The schedule for the 'Edit Me' mechanics will no longer include a date and will use time only.

• Updated Body Groups and Types for vehicles.

• Business Intelligence general maintenance.
• Improved localisation of data for US accounts.
• Recent Activity on the Dashboard will now display the username for approved inspection items.

• We have decided to revert to the previous version of the user interface. While the new interface was performing well for most, some users were still reporting performance issues. Our clients are the most important, and we want to ensure an amazing experience for all of you.

• Implemented zoom function on image attachments.
• Added the ability to email inspections for approval.
• Note templates can now be added from the mobile app.
• New read-only screen for non editable notes.
• Edit customer and vehicle information from an inspection or booking.

• Fixed the white screen issue when editing notes.
• Improved the alert for unsaved changes in job card, inspection, and booking screens.
• Resolved an issue where the keyboard could cover the save button in the notes editor for some devices.
• Increased the vehicle selector to allow for more than 99 vehicles to be  visible when creating a job card or booking.
• Restricted non-advanced users from editing labour times.
• Fixed an issue navigating back from the history entry screen.
• Updated the splash screen when first logging in.
• Improved the mechanic selectors.

• Improved search results for vehicles when using the global search. Vehicles shown in the drop down list will now include more information such as the attached customer, the VIN and the colour.
• Improved the copy invoice function so that now when an invoice is copied the tax figure shown on each line item will display before you save the new invoice.
•  Resolved an issue where creating a new record (ie. job card or booking) from the action bolt at the top of the screen while you have another record open would result in the new invoice showing the incorrect customer name until it was saved. This has been fixed so that now the correct customer and vehicle will show regardless of how the record was created.

• Based on user feedback we were able to replicate an issue with the new user interface that would degrade performance as the system was used throughout the day. We have now resolved this issue and appreciate all of the feedback. 

• Resolved an issue where the global search would not return results for products that contained a special character in the Item Code.

• Resolved an issue where a record (booking, job card, purchase order, etc.) would be inaccessible if a product on that record was made inactive.
• Improved the 'Attach to Invoice' function for supplier invoices in the new UI. The selecting buttons are now easier to click.

• Workshop Software has a brand new look and feel with this new user interface! This update makes using Workshop Software even easier and more intuitive. For more info please see this article. 

• Resolved an issue where the invoice total could display incorrectly within Workshop Software when freight is added.
• Improved the "VIN (already exists)" error catchment to remove the possibility of inaccurate results.

• Resolved an issue where the tax amount for a line item on a supplier invoice was not updating until the invoice was saved. This has been changed to dynamically update based on the Unit Price.
• Fixed an issue where a product that has a Product Group assigned would not calculate the Cost (Incl. Tax) correctly. Cost (Excl. Tax) and Cost (Incl. Tax) have been unlinked and will now calculate properly.

• The new Product Category Tax functionality allows you to assign tax rates to different product categories, streamlining tax management and ensuring compliance with tax regulations in places where there can be variances on the taxable amount for goods and services. By assigning tax rates at the product category level, you can efficiently manage taxes for groups of products. More information on how to setup and use this feature can be found here. 
• Registration lookups will now show in the Recent Activity section of the Dashboard for New Zealand and the UK.

• Resolved an issue where approving a Public Booking through the Online Booking Diary would trigger a false red bar error message. This error catchment has been improved to reduce confusion. 

• Resolved an issue with payments made via WPAY when rounding is enabled. There were specific scenarios where the payment would not close because the total did not match the invoice.
• Fixed an issue where some WPAY terminal IDs were not being saved against the user preference - ie. making a particular terminal the default for an user.
• Improved the error catchment for WPAY terminals.  

• Loans that have started for loan cars can now have the duration changed. Previously this could not be changed once the loan became active.
• Products that have been assigned to a Product Group can now be removed or reassigned to another group.
• Improved Azure/Entra SSO security.
• Added copyright information to the Motor integration activation page.

• Resolved an issue that was blocking some invoices from Repco and Burson from being added to the automatic download list. All outstanding or missing invoices have now been created in your WS account.

• General security and maintenance update.
• QuickBooks integration security and maintenance update.

• Resolved an issue where only ADMIN users could process a CASH type invoice. This functionality has been restored for all user groups that have access to invoicing.
• Resolved an issue with the job card link that was sent out via SMS/text. The link will now trigger the a download of the pdf file.

• WorkshopPay is here! WPAY is a fully integrated online and card present transaction management system that seamlessly integrates with Workshop Software. For an overview of what features and functionality this brings please see this guide. To begin the signup process please enter your details here.

• Updated bundles to allow for parts to be rearranged.
• Removed Unit Cost truncation on supplier orders and invoices.
• Improved import process for vehicles which now supports sorting from the headers.
• Added more detailed instructions on how to enable the auto download function for Burson.
• Improved trial data by automatically setting a schedule for the example mechanics.

• Resolved an issue with certain products duplicating in Workshop Software when using the Burson Auto Download feature.

Introducing the all new Workshop Software Booking Diary on the mobile app!

• Detailed job management: Click on a booking to view and edit details.
• Add or update details on the go: Add extra labour, update customer or vehicle info, or adjust job specifics directly within the app.
• Search and filter tools: Quickly find customers, vehicles, or bookings using the search bar.
• Mechanic-specific visibility: Set up permissions so mechanics can only see their assigned jobs – a highly requested feature.
• Filter by mechanic: Focus on specific schedules with ease.
• Toggle between calendar views: See your entire month or a detailed daily schedule.

• Back end update to prepare for the Booking Diary Mobile App update. More info soon!
• Loan Car details will now show in the global search.

• Added the option to clear Xero Tracking Category from a vehicle.
• Resolved an issue where creating a booking from the month view of the Booking Diary would cause the Due By field to be a requirement.
• Fixed an issue where printing all job cards for the day would not generate if there is a mix of marine and other vehicle types.
• Fixed an issue where replacing an invoice line item with a bundle would break the order of listed items.

• Xero Tracking Categories - You can now assign a vehicle in Workshop Software to a tracking category in Xero.

• Resolved an issue with selecting a single attachment when emailing out of Workshop Software.
• Updated account management tools to improve customer service. 
• Improved spam email control.

• Resolved an issue that could block new users from accessing Business Intelligence.

• Expanded the automatic formatting of phone numbers and mobile numbers.

• Fixed an issue that was blocking orders from being sent to Burson.
• Voiding a supplier order that is attached to a job card will now clear the connection.
• Fixed an issue that was blocking orders from being sent to Parts Authority.
• Vehicle details will now carry forward when launching the TireConnect integration from an open job.

• Fixed an issue where VINs entered when creating a vehicle on a booking or job card was not saving.
• Restored the State field for vehicles.
• Fixed an issue where stock orders would not save if the Due Date started with a "0".
• Fixed an issue where entering a currency symbol in the freight field for a booking would block starting a job from that booking.
• Improved navigation when using the back arrow in your browser.
• Text colour used in Job Card Notes and Invoice Notes will now print on job cards and invoices.
• Improved internal logging of server processes.

• Save time with the new automatic invoice download function for Burson Ezyparts. If you have integrated with Burson Ezyparts you can now enable this feature and all your supplier invoices will be transferred from your Burson account to Workshop Software, saving you time by removing the need to double handle. 
• Added the option to email a customer from the action star on bookings.
• Implemented a notification in the Transaction Centre to show if a customer has been contacted.

• Fixed an issue where using SHIFT select when making a payment for customer invoices was not picking up the selected range.
• Fixed an issue where using SHIFT select when making a payment for biller invoices was not picking up the selected range.
• Fixed incorrect State formats for all country codes.
• Added better MYOB support tools to aid in resolving syncing issues.
• Fixed an issue where creating a booking from the Booking Diary while using the 'Show All Shop For Month' setting would not use the correct date.
• Fixed a display issue where the condition of a unit was not displaying when looking at the Unit List.
• Create Event Times window will now properly dismiss when using the back arrow of your browser.
• Copying a supplier order will now refresh the screen and place you on the newly created order.
• Fixed an issue where the Biller tag would not be removed once it has been associated with a customer profile.
• Resolved an issue when navigating from the StockTake page could causes issues for the Booking Diary display.
• Restored functionality to show returned loan car details.
• Improved supplier invoice automatic download function for Repco and Burson.
• Released changes required for WPAY compliance update.
• Restored access to STRIPE for US accounts.
• Labour Settings for Tirecorrect have been updated to pull better data.

• Enhanced internal tools to provide better service for Workshop Software users. These updates streamline our workflows, enabling faster response times and more accurate solutions. Our team is now better equipped to address your needs quickly and efficiently, providing you with a smoother and more reliable experience.

• Workshop Software's new Flat Rate Reporting system can be used to track your employees' clocked hours against labour jobs with a set labour charge out rate.
• Introduced a "copy to clipboard" feature for details that are displayed on bookings, job cards/invoices, orders and supplier invoices.
• Implemented a check when entering VINs - now when entering a VIN you will be alerted if this number is already recorded against a vehicle in your system.

• Based on user feedback we have reverted the changes to event times and bookings implemented in late October. There is no longer a requirement to keep an event time on a booking. 
• Resolved an issue where unnecessary save messages would appear when viewing supplier profiles.
• Fixed Dealership Trade-In display error where the details of the trade-in would not be visible. 
• Resolved an issue with WPAY payments not syncing back to WS.
• Updated required fields on the Public Booking form to properly highlight missing information.
• Resolved an issue where the Loan Car Terms and Conditions would not show on the Print Authorisation form.
• Updated language for Ireland and changed "Rego" to "Registration" 
• Added Multibranch changelog to the reverse sync action for Products, Customers, Vehicles and Vendors. This will assist support in the event that a multibranch site incorrectly syncs data.
• The 30/60/90 Statement sent via email now uses the correct date range for the email subject line.

• New Zealand accounts can now enable the auto downloaded feature for Repco invoices.
• Generate a Loan Car History report to easily see where your loan vehicles have been used.

• Reconfigured server setup to allow for future improvements like automatic downloading of supplier invoices for Burson.
• Improved the invoice select page for payments to allow for more entries on the list.
• Fixed an issue where the Term and Conditions were not printing for Loan Car authorisations.
• Fixed an issue where the Loan Car Terms and Conditions message was not updating when changed in Messages.
• Updated the time stamp for job card authorisation on the mobile app to match your PC's timezone.
• Removed the requirement of assigning a mechanic to create multiple event times for a booking.
• Changed 'Contact' to 'Merchant' in the WPAY activation process. This is now in line with proper terminology. 
• Added strike through functionality and Parts Total to the Ex GST invoice format.
• Fixed an issue where existing FlipPay accounts could error when first setting up the integration.
• Improved Customer Portal password reset process.

• Upgraded to the latest PartsTech API. This sets the foundation for future improvements. 
• Restored Mitchell1 functionality and upgraded to the latest Mitchell1 API. This sets the foundation for future improvements.
• Implemented stronger password requirements for users to encourage better security practices.
• New passwords are now cross checked against a list of most common passwords and can not be used.
• Various database and subscription status check improvements.

• You can now add attachments to inspection items, enhancing your inspection processes with photos and videos.
• We’ve introduced barcode scanning to quickly add products to job cards, streamlining your workflow.
• You can also use the Registration and License Plate Lookup feature when creating new vehicles, making data entry faster and more accurate.
• Additionally, improved UI and performance for a smoother experience.

• Improved email spam detection tools.
• Fixed the image viewer in the web application so that larger photos uploaded from the mobile app will now display better.
• Updated the Motor integration pricing for the US.

• Added support for two-factor authentication (2FA) to enhance account security.

• Fixed an issue that was blocking payment terms from printing on the Default (Colour) Invoice.
• Resolved a display issue where holidays were not showing unavailable blocks in the Booking Diary.
• Updated the Bookings tab in the Transaction Centre to show unassigned bookings.
• Released web application foundation for a future mobile app update that will allow the attaching of images/videos to inspection items via the mobile app.
• Improved security controls over the Communication Centre to further reduce the chance of a WS account being used to email spam.
• Improved connection process for Microsoft Azure/Entra SSO.
• Improved trial data for new accounts.
• Fixed an issue with selecting a country when taking out a trial.

• Improved front end modules for better performance.
• Improved the invoice select page for payments to allow for more entries on the list.
• Upgraded internal tools to provide better and quicker service when assisting Account Management queries.
• Removed required fields when creating a vehicle from an invoice to streamline the creation process. This is especially beneficial for those workshops that may not work on cars.
• Updated the Action Star Button for Purchase Orders to read more clearly and allow for Acquisitions when using Dealership Software. 
• Increased the character limit for Tyre Size. Sometimes tyre lookups can return additional information, this improvement will enhance the visibility of this information.
• Fixed an issue where it was possible to delete an event time from a booking which would then cause it to be inaccessible.
• Improved the Create Mobile User flow from a mechanic's profile page. Following this process will now auto populate the mobile user with the mechanic's details.
• Improved the Unassigned Booking tooltip to show more details about the booking status and vehicle details.
• Implemented more secure password requirements for mobile users. 
• Fixed an issue where pressing tab to move through line items could cause the invoice screen to jump back to the top of the page.
• Fixed an issue where single clicking a job in the Transaction Centre required you to also move your mouse to expand the job card details.
• Resolved an issue where product quantities for products in a bundle could display incorrectly when also using Reserved Stock.
• Resolved an issue where updating an event time for a booking could error if there was no time selected.
• Fixed a display issue for the Balance Due on Partial Payments.
• Improved supplier syncing to MYOB if the Address was left blank.
• Updated the software to scale better on smaller screens. 
• Changed the date format when selecting invoices for payment to not show year first.
• Added the postcode field to customer profiles when accessing them from Head Office in a Multi-Branch setup.
• Default event times will automatically show in the pop up window for a Booking.
• Resolved an issue where SMS/texts purchased in the USA would show the incorrect price.

• Restored supplier payment functionality for international accounts.

• Restored email functionality for international accounts.

• Fixed an issue where bookings made in a future daylight savings period would be two hours ahead. The correct time will now be used when creating a booking for this period.
• Improved the registration lookup feature for New Zealand, WOF Expiry and Rego Renewal will now be pulled in and recorded against the vehicle.
• Improved trial setup process for New Zealand accounts.

• Improved Entra/Azure single sign on functionality.
• Resolved an issue with printing the Vehicle Stock Listing report for Dealership.

• Improved the readability and style of all reports.
• Fixed an issue where the timestamp for entries in the Transaction Log were not accounting for the timezone in which they were printed.
• Made a change so you are now able to create/save a vehicle without having to enter a license plate or registration.
• Improved our Carfax integration to allow for vehicle searches via VIN alone - license plate no longer required.
• Fixed an issue that prevented internal invoices to print correctly for Dealership accounts.
• Implemented beta servers for international accounts.

• Resolved a multi branch issue where customers could not be searched by email. You are now able to pull in customers from other branches via the email search function.

• The latest update for the Workshop Software mobile app is out now! Check here for more information on the new features and how to access them.
  • Create new Invoice. The new phone app gives you complete power to create and manage an invoice or job card from start to finish. Click the plus to create a new invoice or job card. This includes the ability to create a new customer and/or a new vehicle.
  • Process Invoice. There is full processing of the invoice including collecting payment for a cash sale.
  • Email Invoice. You can email the processed invoice to your client, or find any closed invoice and email.
  • View processed and closed invoices by using the selection on the search bar.

• Released web application foundation for the next mobile app update.
• Cleaned up the event time list when adding more times to a booking.
• Updated the 'Duplicate Document Number' error message when invoices will not sync to Xero. The error message now reads more clearly.
• Attached Job Cards now show in the Orders tab of the Transaction Centre.
• Resolved an issue where newly created suppliers would not sync to MYOB if the address was left blank. 
• Updated the Motor integration so that labour times will only be added to the Qty - it will no longer be added to recorded Hours.
• Improved code efficiency when sending out communications via a verified email.
• Restored functionality with the Parts Authority integration.
• Updated the password reset banner.
• Removed the ability for overpayments to sync from Xero. This will improve performance.
• Resolved an issue where some Multi-Branch invoices would not show in list of invoices awaiting payment.
• Update the pricing of SMS.
• Consolidated aspects of code for more efficiency.

• Price types for products in a bundle will now accurately reflect the price level of a customer on a booking.
• Improved process where selecting "Last Page" in the Communication Centre when set to "Communicate by Vehicle Details" would not show the last page.
• Update to where payments could not be made against customers that have not been linked to Head Office in Multi-Branch set ups.
• Fixed an issue where certain customer configurations would not sync to Head Office from a branch.
• Fixed an issue where customers could become linked in Multi-Branch setups that should not be linked.

• Microsoft Entra/Azure Single Sign On functionality. Add an extra layer of security and control access to your Workshop Software account. If you have a Microsoft Entra account you can now link users from Workshop Software to Entra users to allow for SSO. Please note this requires an Entra account to function.
• Multi-Branch improvements to increase usability and functionality:
  • Multi-Branch Setup Guide for Head Office Accounts.
  • How to Add a Customer, Vehicle and Vehicle History from another Branch.
  • Multi-Branch Transferring Stock.
  • Customer Portal Multi-Branch.
  • Price Matrix Multi-Branch.
• Created a new booking confirmation message that can be sent via SMS/text - previously this was email only.
• Added member number to printed job cards.
• Update reports to support strike through functionality on printed job cards and invoices.

• Improved error message for lock dates in Xero that can cause syncing issues.
• Fix for Internal Invoice staying as a Quote when processed in Dealership. 
• Fix for job card descriptions and item codes to display correctly with all invoice setting configurations.

• Added a reference number column to the Purchase History of products.
• Implemented a new warning to show when a license plate number is already in use when creating a vehicle from a job card.
• Added an SMS shortcut next to the mobile number on a customer's profile.
• Added the Member Number Variable Label to invoices. If you are using something other than the default, it will now print on your invoices.

• Cleaned up all invoice formats and aligned totals for printed invoices.
• Changed supplier order due by dates so they can no longer be earlier than the the post date.
• Updated the email subject when sending group statements to be more descriptive.
• Added Tax Name to the Transaction Centre so tax names other than GST will display.
• Fixed an issue that could block new WS accounts from integrating with new Carfax accounts.

• Resolved an issue where bulk statements would not send out if using anything other than 30/60/90.
• Updated the Inspection group headers, now whatever is chosen as an input will print on the report.
• Added Service Advisor functionality to Dealership Unit Sales.
• Added Service Advisors to the Dealership Unit Sale Report.
• Changes made to how the Company Messages are stored to improve efficiency. 
• Resolved an issue where saving more than one serial number at a time when entering a supplier invoice would only save the first one entered.
• Added a date range to the SMS Report for ease of use.
• Fixed an issue where deleting a user could keep the record active in your next billing cycle. This has now been resolved, please contact '[email protected]' if you have any questions.
• Resolved an issue where new trials could have issues printing sales reports.
• Updated the login process for accounts in a "Trial Ended" state. Streamlined payment screen to gain access to your account quicker.
• Updated Vehicle Visuals header to display the correct name.
• Fixed state names for Trinidad and Tobago.

• Restored functionality for Business Intelligence on the UK and US servers. If data continues to not load please contact support at '[email protected]'.
• Resolved an issue where changing between BI tabs could cause the Overview tab to not load correctly.
• Restored sorting options for the BI Overview tab. 
• The "Top 50 Customers" widget has been updated with new dropdown menus.

• Resolved an issue where launching Google Maps from a customer profile in the mobile app could load an incorrect address. This issue was Android only.

• Improved how UTC and timezones are handled by the software. This change lays the foundation for future improvements.
• The timezone selection has been updated to read better and be more easily chosen.
• Trial data that is loaded in when first signing up is now internationalised.
• When first setting up an account, selecting your region now automatically adds the correct tax rate.

• Mobile App Update Release:
  • Leading technology to ensure the best security.
  • Performance improvements.
  • Fixes an issue with some versions of android phones.
  • iPad and Android tablet support.
  • Upload multiple photos at a time. This is something that has been requested by our users.
  • A new foundation for future updates and improvements.

• Updated customer payments to allow SHIFT select for a range of invoices to pay.
• Fixed the Booking Diary month view to show the correct highlighted day.
• Job card and invoice note templates will now add to the record in the order you select you them.
• Resolved an issue where serial numbers could display incorrectly on supplier invoices.
• Updated Reserved Stock calculations when overwriting a line item on a job card rather than removing it.
• Fixed an issue where going from the Loan Car Diary to the Booking Diary could result in the monthly view not displaying correctly.
• Updated the Print Labour style invoice format to display bundles more clearly.
• Fixed an issue where the Mechanic Performance Report would not generate if set to 'Invoice'.
• Implemented better logs and error catchment to identify potential Carfax integration errors.

• Resolved an issue where payments for customer/supplier invoices created in Xero were not syncing back to Workshop Software after a manual sync - depending on the amount of payments that need to sync back this may require multiple syncs to complete.
• Editing customer/supplier records in Xero will now update the record in Workshop Software.
• Improved error catchment messages when there are syncing issues between Workshop Software and Xero.

• Mobile App Update Release - currently Android only, iOS incoming.
  
  We’ve re-factored the whole app to ensure the latest and greatest use of technology is used in the mobile app.
  Last year we invested heavily in our infrastructure updates in relation to hardware and our web application, and now we’ve re-written the whole mobile app to the latest technology.
  This update will be the foundation stone for future enhancements and updates to the app and provides a platform for us to deliver even better and faster updates to you in the future.
  
  iPad and Android Tablet Support
  You’ve been asking for us to implement this, and now we have delivered. We are excited to announce that one of the main features of this new update is iPad and Android Tablet support. This will put even more power into the hands of technicians and business owners. Now, everything that you can do on the Mobile Phone App can now be done on an iPad or tablet. This will greatly increase productivity and give you even more efficiencies in your workshop.
  
  What you’ll get
  Some of the enhancements you will see with this new release:
  • Leading technology to ensure the best security.
  • Performance improvements.
  • Fixes an issue with some versions of android phones.
  • iPad and Android tablet support.
  • Upload multiple photos at a time. This is something that has been requested by our users.
  • A new foundation for future updates and improvements.

• Fixed an issue where the Stock Value Report was not grouping correctly when printed.
• Increased the amount of service advisors visible in the Checked On field for the Loan Car Diary.
• Fixed an issue where file attachments sent out with incorrect file extensions could corrupt email text formatting.
• Changed loan car bookings so they can still be accessed even if the attached job is deleted.
• Updated the scheduled hours fields for employees so that you can type in the time or use the built in time picker.
• Fixed an issue where removing a discount from a booking could cause the booking to not save.
• Removed 'Registration Not Verified' tag for New Zealand accounts using Rego Lookup.
• Fixed graphic issue where the Group field drop down would overlap product details when there was a long list of groups.
• Fixed header for STRIPE integration.
• Updated Item Sales Report to better fit the date.

• Member Numbers - If you use a membership system with your customers you can now record this information in Workshop Software! The member number title can be customised and will show on all relevant reports.

• Updated our billing service to automatically send out invoices for single use purchases like SMS/Text and Registration Lookups.
• Fixed an issue where Inspection Comments were not printing on the Inspection report.
• Updated the Print Labour Style invoice format to accommodate New Zealand mobile numbers.
• Fixed an issue where some accounts were printing a previously entered email address as the business email on printed invoices.
• Fixed an issue where special characters used in Job Card Item Notes could block the Print Jobs for Day process.
• Changed the WPAY integration process to allow for changes made to the Merchant ID.
• Updated the Westpac terminal integration to allow for more attempts when entering the manager password for a refund over $100.
• Updated banner message for uploading an image or video that is above the size limit for better clarity.

• Important improvements to the stability of the reports server. This will create a more robust operating system for reports and has better error and issue handling. In the unlikely event that there is an issue with the reporting system, Workshop Software now supports more robust handling of issues to prevent any performance degradation. 

• Stripe is now available for Australia.

• Fixed an error that could stop Cash type Credits from processing.
• Internal Invoices for Dealership will now update stock counts when processed.
• Fixed an issue that was stopping invoices from splitting if there are fractional quantities in use.
• Fixed an issue where it was possible to have an Inspection date revert to the day before.
• Updated language for quote details page when sending out an email. Invoice type will now say quote where appropriate.
• Updated the Retail Price to match products purchased through GSF.
• Fixed an issue where the Copy button when adding a unit through an acquisition could close the window.
• PDF copies of quotes emailed out will now show quote in the file title name.
• Updated Vehicle Visuals header to display correctly.
• Changed the date and time formatting on Loan Car Schedule list page to be more readable.
• Fixed an issue that blocked downloading the .csv version of the Mechanic Performance report

• Copy Attachments, now when copying an invoice you have the option to also copy the attachments from the original.

• Resolved an issue where it was possible to process a payment and the screen would refresh to create another rather than showing you the processed payment.
• Fixed an issue that would stop supplier invoices from voiding if there was a unit acquisition on the invoice. 
• Job cards generated through Print Jobs for Date on the Dashboard will now have the barcode in the same place as printing an individual job card.
• Fixed an issue where inactive products could show in the product list if it shared the same item code with another product.
• The Stock Take can now be ordered by the 'On Hand' column. This will also order the printed version.
• Improved software performance and stability.

• Improved the Activity Log to show date and time stamps when an action is taken with a job card or invoice.
• Changed the Mechanic Time Log to order by Begin Date for better readability.
• Resolved an issue where splitting a bundle across two invoices could cause the second invoice to print incorrectly.
• Improved Booking Diary performance.
• Resolved an issue where it was possible to send out a Public Booking request approval with the incorrect date in the email subject. This could occur when making a change to the initial date requested.
• Invoice totals have been updated to allow for large amounts to display better.
• Resolved an issue where the WPAY settings could become inaccessible.
• Fixed wording for Service Advisors in the Sales Report.
• Updated invoice formats to show your business mobile number even if there is no business landline number saved. 
• Implemented all recent invoice format changes into the Default (B&W) Ex GST Totals invoice template.
• Improved performance for the global search and search filters.

• GSF Car Parts integration for UK.

• Resolved an issue with Business Intelligence that was causing some users to not see their data.
• Printed job cards will now reflect updated odometer and hours for a vehicle before the job card has been processed.
• When integrated with QuickBooks Online, if you void an invoice in Workshop Software that has synced over it will now void in QBO as well.
• Updated Stock Status Report to have parity across all country codes.
• Resolved an issue where in certain circumstances the Parts sub total was not showing on printed invoices.
• Increased customer hourly rate to allow for larger numbers.
• Added Sail Boat to Marine Body Types.

• Resolved an issue where the customer version of the Biller Balance report would not generate.

• Product Price File - import products from a catalogue that are excluded from general searches. Price file products will appear when entering the exact item code, ensuring your searches remain streamlined and efficient, while still providing easy access to these products when necessary.
• Added Engine Code to Job Cards.
• Added phone number formatting to invoices.

• Resolved an issue where job card signatures were not showing on the printed job card.
• Longer Item Codes will now show the complete code on reports and invoices.
• Issues with connecting Westpac terminals and making payments has been resolved.
• Improved MYOB errors in the Event Log for clearer reporting. 
• Cleaned up unnecessary "unsaved data" messages.
• Redirected the email verification landing page to appropriate server.

• Fixed an issue where emailing out supplier payments could be blocked.

• Fixed an issue where customers without an address could not sync across to MYOB.

• Fixed an issue stopping video attachments from being sent without sending the invoice.
• Updated Stock Take to retain the correct page number when changing filters.
• Fixed an issue where multiple tax lines were not printing on invoices if more than one tax type was used.
• Changed the language of the red bar error when trying to delete an invoice that has a deposit associated. This will now be clearer rather than showing a generic error.
• Fixed an issue where ordered parts could be prematurely marked as received. All ordered parts will be marked as "On Order" until the supplier invoice is processed.
• Updated Queensland rego lookup.
• Resolved a Reserved Stock calculation error when adding a bundle to an invoice. The bundle header (bundle name) will show the correct quantity.
• Increased Reserved Stock calculation efficiency to complete in a shorter time frame.
• Updated SMS integration to be in line with US regulation. US accounts only.
• Updated functions to streamline Workshop Software.

• Resolved an issue preventing email confirmation for public booking requests.
• Small modification to the email verification process to point the login back to the correct page.
• Resolved an issue preventing job cards from emailing out.
• Updated the Transaction Centre to show Job Status.
• Updated the "Open Jobs" tab on the dashboard to point towards the Transaction Centre.

• Email Verification - use your own email address to send out communication from Workshop Software.
• Transaction Centre - check out the expanded Job Centre to manage all of your transactions.
• SMS quotes and invoices - now you can SMS/text your customers an invoice or quote.
• Filter Stocktake by Location - this makes doing stocktake easier by allowing for sorting by location.
• Add Service Advisors to Job Cards - track which of your service advisors are assigned to jobs.
• Variable Employee Title Name - change "mechanic" in Workshop Software to whatever you prefer.
• No Tax Option - when using a 0% tax rate the tax field is removed from the software and printed invoices.

• Towards the end of 2023 we released a text editor. Based on feedback received we have reworked this to increase the font size for job card notes and invoice notes.
• Updated the SMS Logs to show the SMS User and Date Sent.
• When syncing records to MYOB, if the Street Address is too long it will automatically be cut off to allow syncing to continue.
• Updated the Work in Progress Report to allow longer job card numbers to show without losing any digits.
• Updated the printed job card to allow longer serial numbers to show without losing any digits.
• Resolved an issue where Prevent Split Notes was not functioning for Dealership.
• Resolved an issue that was blocking Stripe email payment requests from being sent out.
• Fixed an issue that was stopping some products from being deleted.
• Updated the More/Add Products window to allow special characters when creating a new product in this way.
• Fixed the "Back to Grid" button on bookings to allow the assigned vehicle to be changed.
• Resolved an issue that caused some processed invoices to redirect to a blank new invoice when selected.
• Cleaned up the Vehicle Visuals event report to better highlight potential issues.
• Resolved an issue that was stopping new integrations with MailChimp from being set up.
• Fixed an issue where Head Office accounts where not able to access Company Settings.
• Resolved an issue where vehicle history shared between branches was not accessible.
• Some US users are unable to upload information to Carfax. We have implemented comprehensive logs to further investigate this issue to aid in finding a solution.
• We have made a change to the purchasing of DVLA and Post Code Lookups in the UK to stop accidental duplicate purchases.
• Removed deprecated functions to streamline Workshop Software.
• Updated the Import function to show all Vehicle History Items/Lines data.

• We have revamped our Business Intelligence infrastructure. This sets us up for additional enhancements planned for the future. 

We've re-created the mobile app to deliver you more functionality in an easier to use interface. This update is a new standard for the Workshop Software mobile app, with a plan to continue to grow and evolve the App even more in the future.

Edit Products on an Invoice

One of the exciting new features is the ability to add/edit and delete products from an invoice. We've had lots of clients ask for this functionality and the new app delivers. This will help your workshop be even more efficient with Workshop Software and allow your team to manage jobs from the palm of their hand. New Look and FeelThe new look makes it easier to navigate and use. You'll find it much easier to understand and know where you are, and get to the places you want quicker.

What you need to know

Ensure you watch the video and understand the new settings to activate some of the new features. You'll also need to update the app from the Apple or Google Play stores. As always, we are working on ways to enhance your experience further and help your workshop be the leader.

• Resolved an issue where some users intermittently were not able to create a new product.
• Improved online booking system where phone number was used multiple times. In some instances, the wrong customer could be used if the same phone number was used multiple times for different customer records.
• Loan Car improvement. The loan car status was not updating in the Booking Diary when all loan cars are booked out for the day.
• Resolved an issue where generating a Sales report and setting Search By to Invoice Number would not create the report.
• Resolved an issue where the Finalised/Work inspection tile was not opening that list of inspections.
• Improved customer and supplier indexes to increase system performance.
• Removed deprecated functions to streamline Workshop Software.
• Resolved an issue that made the Xero integration settings page inaccessible.

• Some users reported finding an incorrect vehicle assigned to certain job cards. This has been resolved.
• There was an issue where double clicking a vehicle to attach it to a job card was not responding but single clicking was. This has been changed so that either method will work.
• Fixed an issue where Supplier Biller payments were not picking up the invoices for suppliers attached to that Supplier Biller.
• Added the Business Number field to all country codes.

• Updated the connection to Repco to allow for the auto download of supplier invoices to resume.
• Enabled the Price Includes Tax setting for all countries.
• Fixed an issue where products in a bundle were not displaying on an invoice if the customer was part of a price matrix.
• Fixed an issue printing the Stock Status Report when set to received only. The data will now display correctly.
• Some users reported intermittently not being able to create new products, this has now be resolved.
• Fixed an issue where you were unable to assign a credit to a single invoice.
• Updated the green split invoice banner to show immediately after splitting, there is no need to refresh the page to see the banner.
• Fixed an issue where Customer Biller payments were not picking up the invoices for customers attached to that Customer Biller.
• Fixed an issue stopping a bookings to be opened from the List View when looking at a single day in the Booking Diary.
• Some users reported a "Continuing will cause a loss of all unsaved data" message would show when no changes had been made. This has been resolved.
• Fixed an issue where the Mechanics list under Employees was not showing the full list.
• Updated red bar message to be more useful when attempting to make payment for a customer that is in negative credit.
• Exports will have a slight delay rather than running immediately. This has been done to increase system performance.
• Cleaned up path references to increase performance.
• Removed unused body types from the system.

• Fixed an issue that made bookings inaccessible from the weekly view of the Booking Diary.
• Updated the sorting criteria for the Unit List so that the amount of records shown per screen is consistent.
• Removed the HTML formatting for job card notes that were showing in the Job Centre after single clicking a job.
• Updated the More/Add products window on invoices so that cycling through 5 products at time is now responsive.
• Fixed an issue where copying supplier/vendor invoices was not always redirecting to the new supplier/vendor invoice.
• Fixed an issue so that the labour line description is now showing in the day view of the Booking Diary when hovering on a booking.
• Adjusted the Customer details name fields to resolve an issue where the focus was occasionally changed while typing in a longer name.
• Resolved an issue when setting up a Westpac terminal to use Print From POS YES, the IP address was removed from the front end.

• We have updated our SMS integration and this comes with a few changes under the hood. Most importantly we have now re-enabled the Mobile Company Name. From today any SMS you send out from Workshop Software will show your business name. Please note that if you are in the US, SMS sent from Workshop Software will come from a pre-determined number in accordance with regulation.
• Coming up to the end of the year it can be time consuming entering in unavailable times, to help with this we have implemented a tool to schedule unavailability over a date range. 
  To set unavailability, choose Settings >> Schedule >> Click "Star" action, and choose "Set Unavailable Times"
• For New Zealand clients, the WOF Due Date for a vehicle has been added to the Customer Portal.

• Major front end infrastructure update. This upgrade comes with improvements under the hood and sets Workshop Software up to provide more enhancements in the future.
• A new text editor has been implemented to improve responsiveness while typing up job card notes and messages. This update will also reduce formatting discrepancies between what is shown on screen and what is added to a printed invoice.

• We have built out the Activity Log on job cards and invoices to now show when the invoice type or customer has been changed. You can also see when a discount or deposit was added and by which user.
• Some users reported unavailable times not showing in the schedule when more than 11 mechanics are rostered on and you flick between pages. This has been resolved.
• The Inspection email template has been updated to accurately reflect status changes (red or yellow to green) in Workshop Software.
• Statements will now automatically add the date period to the email subject line when sent out.
• Improved customer syncing between Workshop Software and MYOB.
• A display issue for the description of Bookings when using quotation marks has been resolved.
• Some users have reported issues generating the Mechanic Performance report when the report type was set to "Invoice", this has now been resolved.
• Added the ability to update the Current WOF Due Date when processing an invoice for clients in New Zealand.
• Streamlined sending a payment request via Celero. United States/Canada only.
• Updated UK prices for Postcode Lookup, DVLA Lookup and SMS to now use the "£" symbol.
• We have made a change to the booking deletion process in VV Garage to reduce errors in updating the information.

• Some users reported that parts brought back from Burson EzyParts were returning with the cost excluding GST. This has been corrected.
• We have made a change to the purchasing of Rego Lookups to stop accidental duplicate purchases.
• A display issue with the new product popup message on Multi-Branch has been resolved.
• The Rework feature has been updated to only display the relevant invoices for a customer.
• Earlier in the year we implemented a change request that updated the auto create order feature to not consider products that are in the status of "On Order". This new update adds an additional Product setting that allows you to auto create orders in the previous way if desired.
• When creating a new user login that has limited access, sometimes the new login would not be created correctly. This issue has been resolved.
• Some users reported a display issue when using bundles for a customer that has a Price Matrix setup in use. This has been corrected.
• Made further improvements to MYOB authorisation.
• Some users reported Business Intelligence was slow to update, this has been improved.

• Repco integration improvement. We have been working with Repco to improve the integration. This update streamlines the way we open the Repco integration and improves the finding of vehicles.
• Some users were unable to access Business Intelligence when creating a new user. This has been corrected.
• Re-write of the way we get the MYOB AccessToken back when the token already exists and hasn’t expired. There was a confusing error reported, that actually did not cause an issue, however, we've now improved this process so that you will no longer see the error message.
• Some users reported an issue with cycling through products on the More/Add Products window of an invoice. This has been fixed.
• Improved security with MYOB. Updated the authorisation process for MYOB.

• Burson EzyParts 2.0 API endpoint update. We have been working with Burson EzyParts to improve the integration. This update has some internal improvements inline with Burson's roadmap. As a user you will not see any changes.