Newest updates
Older updates
Release Notes 23/08/2024
Updates:
- 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.
Release Notes 13/08/2024
Updates:
- 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.
Major Phone App Release
New Features:
- 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.
This major mobile update can be used on an appropriate mobile or tablet including iPad.
Release Notes 09/08/2024
Updates:
- 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.
Release Notes 25/07/2024
Updates:
- 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.
Release Notes 19/07/2024
New Features:
- 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:
- 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.
Updates:
- 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.
Release Notes 12/07/2024
New Features:
- 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.
Updates:
- 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.
Release Notes 28/06/2024
Updates:
- 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 'support@workshopsoftware.com' 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.
Release Notes 18/06/2024
Updates:
- Restored functionality for Business Intelligence on the UK and US servers. If data continues to not load please contact support at 'support@workshopsoftware.com'.
- 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.
Release Notes 14/06/2024
Updates:
- 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.
Release Notes 08/06/2024
Updates:
- 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.
Release Notes 30/05/2024
New Feature:
-
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.
Updates:
- 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.
Release Notes 18/05/2024
Updates:
- 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.
Release Notes 16/05/2024
New Feature:
-
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.
Updates:
- 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.
Release Notes 03/05/2024
New Feature:
- 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.
Updates:
- 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.
Release Notes 01/05/2024
Updates:
- 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.
Release Notes 12/04/2024
New Feature:
- Stripe is now available for Australia.
Updates:
- 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
Release Notes 04/04/2024
New Feature:
- Copy Attachments, now when copying an invoice you have the option to also copy the attachments from the original.
Updates:
- 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.
Release Notes 14/03/2024
Updates:
- 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.
Release Notes 01/03/2024
New Features:
- GSF Car Parts integration for UK.
Updates:
- 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.