Welcome to the August 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:
Prefixes can be set against master records
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Custom prefixes can be configured against all master records so for example rental contract can now be displayed as RC7854 instead of 7854
Auto completing of pick up dockets when a return is completed
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When a returning equipment if there is an open pick up docket a new setting has been created that will auto complete the pick up docket.
Multiple email addresses can be saved against billing contacts
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When creating a contact multiple email addresses can be saved against the contact by including a semi-colon. This same functionality can be used for emailing out PDF’s from Latner.
Cancelling a supplier invoice
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If a supplier invoice has been created in error, the supplier invoice can now be cancelled. If linked to a purchase order it will rollback the link and flag that the purchase order is still awaiting a supplier invoice.
Transport dockets can be reopened
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If a transport docket has been completed in error, the transport docket can be reopen.
Delaying the start of a rental contract
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If a payment has been taken against a rental contract and a customer advises that they want to delay the start of the rental, the user can delay the start of the rental contract by picking a new start date.
Equipment due for service can be exported into a CSV
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Additional filters have been added to the equipment due for service screen, along with the ability to export this data into a CSV
Rental rates on a rental contract can be adjusted after the equipment has been invoiced
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If a customer has been invoiced a particular rental rate and after a few weeks a new rental rate has been agreed users can complete a rate adjustment against the equipment line and a new start date.
eWay integration
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A integration with the payment gateway provider eWay has been development allowing for credit card payments to be taken in Latner and stored as a token
Open balance revenue & cost against equipment
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When importing equipment into Latner the opening balance for revenue & cost against the equipment can be set enabling for stronger reporting
Transport dockets can be changed from internal to external
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When a transport docket is created and set to be completed by an external freight company, users can no change this to internal
Credit status and financial info displayed in CRM
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When viewing a customer in the CRM the credit status and financial data relating to their account is visible
Asset Module
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Phase 1 of the asset module has been development allowing for assets to be linked to equipment and for a depreciation schedule to be assign to the asset
Asset Finance
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Phase 1 of the asset finance module has been development allowing for a finance schedule to be imported for equipment