ABM 2011

2. ABM2011

3. Improving the User Interface Filters, alignment changing and renaming of headers are extended to transaction lists

4. Improving the User Interface The improved grid is now being used in data entry areas such as foreign currency.

5. Outlook Style List Searches The Find Button has been replaced with an Outlook style search facility which scans all columns.

6. The Advanced Find is Improved Resizable to show more data. Easy global searches by module with Explorer Links.

7. Enhanced Credit Control When a user upgrades to ABM 2011, the customer viewer looks and works the same and preserves existing settings. However they now have more credit control options. On the five main transaction types there are the four options shown

8. Credit Policies Improve Credit Control Credit policies are now available to simplify and control the maintenance of customer accounts and to automatically apply credit control actions when accounts exceed specified limits. Users can continue to use manual settings or can select a credit policy for the customer.

9. Credit Policies In Tools/Options, the user is able to set up credit policies which determine how they deal with their customers. The terms and default credit limit, prompt payment discount and overdue interest can be specified.

10. Credit Policies Each policy allows the user to choose what credit control actions are to be performed when certain events occur in the customer’s account.

11. Credit Policies These credit policies can then be rolled out to selected customers using the Apply Policy button.

12. Credit Policies As a result, creating new customers is now easier and less susceptible to the entry of incorrect credit control data. Security settings can be used to enforce the policy values or allow them to be operator selectable.

13. Credit Policies • Changes to credit policy details are immediately applied to customer account. • Credit Holds based on aged balances can be reassessed at any time.

14. Recent Purchases from a Supplier A new page in the Supplier viewer shows recent purchases.

15. View & Edit a Supplier’s Products A new page in the Supplier viewer shows their products.

16. Instantly Produce a Customer’s Statement One click to send the customer’s current statement to the printer, the fax, the display or e-mail.

17. Or any Selected Invoices/Credits One click to send the selected invoices and credits to the printer, the fax, the display or e-mail.

18. Quotes Can Now Have a Reference A customer reference can now be entered and maintained on sales quotes.

19. Easier Management of Special Prices & Discounts The full list can now be sorted, searched and filtered at the Business Today screen.

20. Easier Management of Special Prices & Discounts The full list can now be sorted, searched and filtered at the Business Today screen. And also maintained.

21. Easier Management of Special Prices & Discounts Special discounts can be set to apply to a specific unit only or the equivalent quantity of other units.

22. Fewer Units of Measure Mistakes To reduce errors the units of measure and ratios can now be selected from a maintained list.

23. Fewer Units of Measure Mistakes To reduce errors the units of measure and ratios can now be selected from a maintained list.

24. Job Costing – Copying Estimates Users can now rapidly make a copy of existing estimates.

25. Job Costing – Copying Estimates The copied estimate can be used to create a new estimate or to add to an existing one. Options are provided to update prices, etc.

26. Job Costing – Estimate Templates New estimate template type which can be used as a starting point for other estimates.

27. Stocktake Improvements The main stocktake program now offers improved control, import facilities and recalculation.

28. Additional Control over Stocktake Details • The “Start from Zero” option has been replaced • Show Current Quantities • Full or Partial Stocktake (similar to PDE Import) • Option for an Imported Stocktake

29. PDE Stocktake Import Now More Integrated • PDE Import facility is now also part of the main stocktake program • The date and time counted can now be included in the import file, to enable spot counting

30. Ability to Recalculate Starting Quantities Allows recalculation of starting quantities at any time, to allow correct variance reporting prior to processing the stocktake

31. SMTP for sending Email You can now choose to send email via SMTP directly rather than Outlook • DocServer will only send via SMTP • Emails that are previewed will still use Outlook • Using SMTP will allow control over the From, Reply to and BCC addresses

32. Groups, Staff, Rates, etc. can be made Inactive All of the Groups, Analysis Codes, Cost Centres, Staff, Rates and Locations can all now be made inactive.

33. Credit Card Surcharge (Admin Fee) On debit and credit card accounts, the user can now specify a surcharge to be charged (Admin Fee).

34. Credit Card Surcharge (Admin Fee) On receipts, the fee is added and is posted to the clearing account where it will be offset by the actual fees.

35. Cash Payment Flexibility Cash payments can now be made from cash on hand (which will be deposited at the bank) or elsewhere.

36. Posted to the Wrong Bank Account ? Receipts and payments can be redirected to the correct bank account when you make a mistake.

37. Controlling Back Posting of Transactions? Users can now stop the posting of debtors and/or creditors transactions into the prior period.

38. Period Filter Easier to Use The Period Filter for reports now scrolls from the current period, making prior periods easier to select.

39. Help/About Shows More Useful Information And you receive it all when the user clicks the email button

40. ABM2011

41. Making Systems More Efficient • All transactions will process faster due • Reducing GL balance record updates • Improving transaction reference retrieval • ABM can now process transactions from different workstations with a higher degree of concurrency. This should reduce transaction processing delays on large sites. • DocServer available to reduce printing delays

42. Enhanced Security New security settings are provided for: • Viewing ledger account lists but not the account details • Maintenance and viewing of: • Customer groups Sales analysis Supplier groups Product groups Job groups Product locationsStaff records Labour rates Cost centres • Exchange rates • Export and Send to Excel of: • Customers Suppliers Ledger accounts Products Jobs

43. Better Integration for Companion Products

44. And also..... • Job rate titles are increased to 40 characters • The GST/VAT fields now handle more than $10 million per period. • Project Credits can now credit individual lines, not just the whole invoice • Job Cards standard with Job Costing

45. Support for Extended Field Types • The field types now supported by ABM in 2011 are as follows: • A = INT IDENTITY(1,1) • D = DATETIME • N = MONEY where the field size in non-integer • N = INT  where the field size is integer • I = SMALLINT ie. 1 to 32767 • T = CHAR( x) where x is the field size • M = TEXT • V = VARCHAR(MAX) where the field size is zero • V = VARCHAR(x) where x is the field size • B = VARBINARY (MAX) where the field size is zero • B = VARBINARY (x) where x is the field size • S = TIMESTAMP • U = UNIQUEIDENTIFIER • X = XML • Y = BIT ie. Boolean • Plus Unicode strings

46. Automatic Unlocking Activation can now be accomplished at the click of a button via ABM’s licence server.

47. Automatic Unlocking The ABM Licence Server will be fully integrated to the dealer website.

48. ABM2011