support@autoestimate.co.za
General enquiries:
admin@autoestimate.co.za
This is the BETA environment of AutoManage for the use of Kohler Motors only.
This is where we iron out any wrinkles before release to LIVE.
Click here to login to LIVE instead.
| Release Notes - 26 April 2025 | ||
| VAT change | The VAT increase has been cancelled, but we are prepared for the next change. | |
| Quote number | Quote number is preceded by a Q and added to quote listing. | |
| Move quote items | Quote items can be dragged into a different order. | |
| Receive parts | Receive quote parts after earlier parts were returned. | |
| Year model | View vehicle year model on invoices. | |
| System notifications | Automanage Support will notify you via pop-ups when necessary. | |
| Lost Sales | Show recovery sales. | |
| Internal quotes | Show job status for internal quotes. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| Earlier releases ... | ||
| 1 April 2025 | ||
| Supplier Deposits | Record deposits made to suppliers. | |
| Gap Cover | Add gap cover insurer to quotes as a third customer. | |
| Stock Editor | Filter to show only parts in stock. | |
| Counter Sales | Configure counter sales to show part numbers or not. | |
| Trial Balance | View the trial balance to a selected month end. | |
| Notifications | AutoManage Support can send notifications to users. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| 18 February 2025 | ||
| Priority Level | Assign priority levels to quote items. | |
| Bank Recon | Transactions may not be carried over at year end. | |
| Estimates | Create an estimate from a booking. | |
| GL Configuration | Filter by account category. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| 19 December 2024 | ||
| Lost Sales | Create quotes for lost sales. | |
| Sales and VAT | Group the Sales and VAT report by customer. | |
| Sundry Sales | Sundry Sales have additional auditing. | |
| Credit Limits | Set credit limits per customer. | |
| Stock Editor | Filter by part manufacturer. | |
| Vehicle Registration | Change vehicle registration across all quotes and invoices. | |
| Service Advisor 4 | An additional user role is available. | |
| Customer Statements | Open customer statements from customer invoices. | |
| Audit Trail | Sort the audit trail by selected fields. | |
| Service Type | Condition Base Service added to bookings. | |
| Invoice Listing | View service type on invoice listing. | |
| Filters | Easily apply filters by pressing the enter key when your cursor is on a filter field. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| 17 October 2024 | ||
| Supplier Statements | Produce statements for suppliers. | |
| Export of Large Reports | Occasionally a report is too large to load in a browser. Export these reports directly to Excel, etc. | |
| Finding Parts | Find parts faster by using the Enter key on search fields instead of having to resort to the mouse. | |
| Auditing |
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| Counter Sale Credit | Performance has improved creating a counter sale credit. | |
| Estimate, Quote and Invoice Comments | Configure comments that will automatically print with estimates, quotes and invoices. | |
| Account Reversals | Counter sale and COS supplier payment reversals can use today's date or the invoice/payment date. | |
| Payments Made Report | Filter payments by payment method. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| 25 August 2024 | ||
| Custom Markups | Configured custom markups for selected parts. | |
| Write Offs | Write off multiple invoices simultaneously. | |
| Receipts | Reverse receipts on receipt date or today. | |
| Customer Deposits | Reverse deposits on deposit date or today. | |
| Cashbook | Cashbook reversals are highlighted in red. | |
| Filters | Modify a filter and press the enter key to apply the filter instantly. | |
| Counter Sales | Part numbers are displayed on counter sales. | |
| Opening Balances | Hide zero balance accounts for improved readability. | |
| Backdated Adjustments | Add pending adjustments to backdated adjustments. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| 2 August 2024 | ||
| Condition Based Services | Express Services have been replaced by Condition Based Services. | |
| User Interface | The user interface has been improved. | |
| Stock History | Added balance brought forward. | |
| Filter by Part Number | Filter by part number in Stock Adjustments, Sales and VAT and Part Sales by Category. | |
| GRVs | Capture supplier invoice date. | |
| Other Sundry Transactions | Lock month while capturing | |
| Hybrid Vehicles | Added Hybrid to fuel type. | |
| Booking Vehicle Change | Warning appears when changing vehicle on a quote. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| 16 July 2024 | ||
| User Guide | A new user guide can be downloaded. | |
| Customer Receipts | Audit trail added for customer receipts. | |
| Supplier Payments | Added account number to supplier payments. | |
| Supplier Orders | Supplier orders include VAT number and address. | |
| Sundry Sales | Reverse invoices on invoice date or today's date. | |
| Other Sundry Transactions | Reallocate transaction GL accounts. | |
| Jobcards | Warning added when deleting a jobcard. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| 16 May 2024 | ||
| Bank Recon | Easily add recurring payments to bank recon. | |
| Journal Batches | Edit amounts in unposted journal batches. | |
| Stock cost | Reserved parts retain their cost value even when new stock is received. | |
| Counter sales | Enter customer name, registration number and customer VAT number for counter sales. | |
| Quote values | Quote values are listing in open jobcard report and stock history. | |
| Performance | A number of changes have been made to improve the performance of AutoManage. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| 15 April 2024 | ||
| Imports | Import customers, suppliers and stock into AutoManage. | |
| Reserved stock | Stock can only be reserved with a job number. | |
| Credit management |
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| Open Job Cards |
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| Cash Counter Sales | Enter customer name and VAT number on COD counter sales. | |
| Booking Type | "Fitment" added as a service type. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| 3 December 2023 - 1 March 2024 | ||
| Bin Location | Bin location has been added to quotes and to sort order in stock take. | |
| Insurer Authorisation | Insurers are allowed to authorise a zero amount on the quote. | |
| Improved Auditing | More auditing of changes has been added to quotes and supplier invoices and payments. | |
| Job Card | Consent in compliance with POPIA has been added to the job card. | |
| Air Con Regas | Air Con Regas has been added to service types in bookings. | |
| Cashbook | Show number for batches and a sum for the batch in detail view. | |
| Service Schedule | More detail has been added for some service descriptions. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| 29 October - 2 December 2023 | ||
| Vehicle Range Types | We have introduced Range Types between Ranges and Models to make vehicles easier to find. | |
| SMS Feedback |
Request feedback from customers when printing invoices.
Speak to us if you would like to subscribe to SMS features. |
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| Customer Invoice Acceptance | Customer signature has been moved below Unauthorised Items to ensure that the customer signs off on work not done. | |
| Insurer Authorisation Code | The allowed length of the authorisation code increased to 38 characters. | |
| Customer Listing | Sort customer list by last invoice date or by number of invoices. | |
| Account and Stock Maintenance |
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| Internal Quotes | Quote number included in listing. | |
| Discovery Vitality Drive | Quotes for Bosch workshops include new functionality to integrate with Discovery Vitality. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| 3 September - 28 October 2023 | ||
| Stock Editor | The stock editor has moved to Account & Stock Maintenance -> Stock Management. | |
| Booking SMSs | Warning if date or time changes after confirmation SMS has been sent. | |
| Proforma Invoices | Auditing has been added when proforma invoices are printed. | |
| Stock Take | Added filters to the stock take. | |
| Job List | Removed zero value for unauthorised quotes to avoid confusion. | |
| Quote History | Export or print quote history. | |
| Group Access | Administrators of workshop groups can give their users access to the group. | |
| Counter Sales | View counter sale receipts from invoices. | |
| Customer Statement | View customer statements can be viewed from invoices. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| 19 August 2023 | ||
| Booking Time | Time has been added to booking date. | |
| Customer Receipts | Open invoices from receipts. | |
| Counter Sales | Bin number added to counter sale quote. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| 5 August 2023 | ||
| Job Card | The statement for customer's signature has been expanded. | |
| Quote Discounts | Capture a discount on the quote. | |
| Insurer Invoices |
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| Service Categories | Service categories are ordered alphabetically in drop-down selections. | |
| Customer Title | Customer title can be left blank. | |
| Goods Returned Note | A note confirming receipt for supplier's signature has been added. | |
| Payment Method | Cheque has been change to Debit Card. | |
| Estimate Note | Notes regarding prices have been expanded. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| 13 June 2023 | ||
| Customer's Vehicles | Create quotes for customers' existing vehicles. | |
| Part Manufacturers | Record your own part manufacturers. | |
| Part Creation | Create parts from the Part Search facility in the Quote Editor. | |
| Item Creation | Create items from the Item Search facility in the Quote Editor. | |
| Empty Counter Sales | Discarded counter sales are automatically deleted after a week. | |
| Date Filters | Date filters are more intelligent. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| 3 May 2023 | ||
| Invoices | Unauthorised items have column headers. | |
| Stores | Created user role Stores. | |
| Technicians | Archived technicians are hidden. | |
| Stock Editor | Added bin location filter to stock editor. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| 29 April 2023 | ||
| Proforma Invoices | Generate proforma invoices from the quote editor. | |
| Operating Manual | The latest version of the operating manual is available on the Support page. | |
| User Access |
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| Job Card |
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| Bin Allocation |
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| Fuchs | Fuchs is available as a part manufacturer. | |
| Current Accounts | Added the option of a fifth current account. | |
| Unauthorised quote items |
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| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| 11 March 2023 | ||
| VIN Number | The generic VIN number has been removed from the customer invoice. | |
| Workshop Configuration | Administrators can change various workshop configuration details. | |
| Service Items | Added service items sub-category to various report filters. | |
| Stock on Hand | Added bin number to the stock on hand report filter. | |
| Journal Batches | Removed the requirement for a description for each transcription. | |
| Customer Invoices | Added name and surname to customer sign off. | |
| Takeon | Administrators can delete taken-on invoices during takeon. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| 14 January 2023 | ||
| Home Page | Select sub-menus directly on the home page. | |
| Empty Bookings | Bookings with neither customer nor vehicle are automatically cleared from booking list. | |
| Sales by Category | Filter sales by service item category. | |
| Model Name | Confirm change of model name on quote to prevent accidental changes. | |
| Take-On | Select sub-menus directly from Take-On. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| 10 December 2022 | ||
| Supplier Login | Your part suppliers can login and use AutoManage to manage your orders. Speak to us for more details. | |
| Combine Parts | Combine duplicate parts in the Stock Editor. | |
| Hide Parts | Hide unused parts in the Stock Editor. | |
| Stock on Hand | Filter service items by category. | |
| Current Account 4 | A fourth current account is available. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| 22 October 2022 | ||
| User Management |
Existing Administrator users have been converted to Manager users with their access unchanged.
A new Administrator type has been created which has the same access as a manager, but can also create and edit user accounts. |
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| Passwords | Users can change their own passwords. | |
| VAT Control | Added more detail and figure inspectors to the VAT Control Summary. | |
| VAT Adjustment | Added the option of carrying forward the difference when capturing the VAT payment instead of creating an automatic adjustment. | |
| Quote History | Added Quote Ref Codes to quote history. | |
| Lost Sales | Comments captured for unauthorised items appear in the lost sales report. | |
| Export Invoices | Export invoices to Excel, etc. | |
| Terms and Conditions | Added note to 4.1 that vehicles may need to be driven as part of servicing procedure. | |
| Payment Methods | Added Comebacks and Own Vehicles. | |
| Receipts |
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| Part History | Export part history. | |
| Audit Trail | The Audit Trail has moved to Reports. It is also being extended to cover more activity. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| 9 September 2022 | ||
| Statements |
Email statements to customer
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| Customer Account | Added customer account to customer lists. | |
| Debtors Age Analysis | Filter debtors age analysis by Rep Code. | |
| Petty Cash | GL account 5410 Motor Repair is available for Petty Cash. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| 30 August 2022 | ||
| TeamViewer Engage | Get help from AutoManage Support via the chat icon. | |
| Stock Take | The stock take function makes it easier to take stock. | |
| Invoice List | The performance of the invoice listing has been improved. | |
| Job List | Clean up your job list using bulk delete. | |
| Customer Quotes | Creating quotes and adding services to quotes is faster. | |
| Customer Quote List | Team code has been added to the quote listing. | |
| Work Order | Added technician sign-off to the bottom of the work order. | |
| Operations Guide | The Operations Guide has been updated. | |
| Audit Trails | More actions are audited. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| 1 June 2022 | ||
| Bin Allocation | Allocate stock to named bins. | |
| Archive Team Codes | Archive team codes to remove them from drop-downs. | |
| Account Number | Customer account number added to quotes. | |
| Job Status | Inspection in Progress added as a job status. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| 22 May 2022 | ||
| Gross Profit Graph | Efficiency reports include a graph of gross profit. | |
| Stock Price Audit | Audit trail shows each time stock prices are changed manually. | |
| Labour/Part Name Editor | Edit or remove labour and part items created by your workshop. | |
| Stock History | Sort order improved and row highlighting added. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| 20 March 2022 | ||
| Unauthorised Quote Items | Attach comments to unauthorised quote items. | |
| Stock Adjustments | Audit trail shows stock adjustments. | |
| Delete Other Equipment | Delete unused Other Equipment. | |
| Income Statement | Export details to Excel, etc. | |
| MIWA 5 Stars | MIWA 5 Stars logo can be added to accredited workshops. | |
| Invoice Listing | Show only invoices taken on from another system. | |
| Stock on Hand | Highlight selected row. | |
| Estimates | Capture date of enquiry on estimates. | |
| Menu Help | If menu help is hidden, it will appear when you hover over a menu item. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| 14 December 2021 | ||
| Export customer quote | Export a customer quote to Excel, etc. | |
| Estimate Conversion | Estimate history shows invoice date for estimates. | |
| Receipt Batches | Receipt batch report shows all receipts in batches. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| 11 November 2021 | ||
| Right to Repair | Oil specifications are printed on the customer invoice. | |
| Insurer Authorisation Code | The allowed length of the authorisation code increased to cater for insurance company changes. | |
| Take On | Taking on creditors and debtors has been improved. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| 13 September 2021 | ||
| VAT Payments | Transactions included in VAT Payment amounts can be exported. | |
| Account Reports | Company logo appears on the Income Statement and the Trial Balance. | |
| Bank Recon | No transaction may be carried over for more than 1 month. | |
| Set Opening Balances | Set Opening Balances is only available during takeon from a previous system. | |
| Quote Date | Quote date is selected rather than typed to prevent errors. | |
| Quote Listing | Added 2 new date columns to the quote listing - "Invoiced" and "Last Receipt". | |
| Print Service Schedule | Added quantity column. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| 7 August 2021 | ||
| SMS Reviews | If you subscribe to the SMS service, you can request service reviews for walk-in customers. | |
| Job List | Job status has been added to the job list filter. | |
| Customer Editor | A warning is shown if a customer with the same name, title and surname is created. | |
| GL Accounts | VAT is automatically exempted for accounts that are always exempt of VAT. | |
| Sales and VAT | Added customer name and removed debit and credit account columns. Added unit totals when viewing labour only. | |
| Rep Code | Rep code appears on quotes and invoices. | |
| Part selector | Stock on hand and cost price have been added to the part selector. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| 14 July 2021 | ||
| Performance | Various changes have been made to improve the performance of AutoManage. We continue to look for new ways to improve performance further. | |
| Rep Codes | Rep Codes can be managed in Maintenance and selected rather than typed. | |
| Job Cards on New Quotes | When a quote is created from a credit note, the new quote inherits the job card details from the credit note. | |
| Account Configuration | Account Configuration has improved category headers. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| 18 May 2021 | ||
| Reporting Figures | Figures in reports are comma-delimited to make them more readable. e.g. 567,009.90 | |
| SMS Confirmation | SMS confirmation and feedback has been integrated into AutoManage. Speak to Support for more information on subscribing to this service. | |
| Customer Editor | Changes made to customer details are automatically saved without having to click a Save button. | |
| Invoice Details | Team code has been added to the invoice and the quote. Operator has been removed. | |
| GRV List | Purchase order number appears on the GRV list. | |
| Job Cards | MIWA/RMI logo added to job cards. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| 12 October 2020 | ||
| Lost Sales | The lost sales report gives you a breakdown of items declined by your customers. | |
| Sundry Invoices | Reverse a sundry invoice on today's date or the invoice date. | |
| GRVs | Move quickly from GRVs to Supplier Orders. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| 4 July 2020 | ||
| Goods Receiving | Receive goods directly from supplier orders. | |
| Supplier Orders |
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| Quote Repair Items | Optionally show expired items when adding to a quote. | |
| Home Page | The menus on the home page have been simplified and always show help even when help is disabled on other pages. | |
| Sales and VAT | Filter sales by technician. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| 20 May 2020 | ||
| Retained Income | Retained income is correctly handled in the trial balance and GL reports. | |
| Customer email | Enter a second email address for your customers and send quotes to both addresses. | |
| Supplier email | Enter a second email address for your suppliers and send orders to both addresses. | |
| Bookings | If a customer has an active quote, a new booking can be connected to that quote. | |
| Take On | Warnings have been added to ensure that transactions are dated prior to opening balance dates. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| 8 April 2020 | ||
| Journal Batches | Journal entries can be made in batches. | |
| Quote Item Groups | Group quote items to appear as a single line. | |
| Bank Recon | Include customer deposits in receipt batches. | |
| Goods Return Notes | Capture GRN numbers from your supplier to track GRNs. | |
| Customer Receipts | Open customer receipts from invoices. | |
| GL Accounts | Accounts in the 4100 range have been moved to 5000 so they appear under expenses in the income statement. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| 23 March 2020 | ||
| Part Orders |
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| New Job Status | Added "Parts to be Ordered". | |
| Part History |
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| Stock Adjustments | Option to show adjustments for all periods. | |
| Workshop Comments | Create your own custom standard comments for quotes and invoice. | |
| Internal Invoices to Stock | Create stock items from your internal invoices. | |
| Supplier Selection | Supplier selection will be searchable if you have more than 20 suppliers, drop-down if you have fewer. If you prefer to have a drop-down, please tell us and we will configure that for your workshop. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| 24 February 2020 | ||
| Bank Recon | Added customer invoice number to transaction detail. | |
| RMI and MIWA | RMI and MIWA logos have been updated. | |
| Email Addresses | Added .africa as a valid email address suffix. | |
| New User Role | Added new user role Service Advisor 1 ex Adjust. | |
| Vehicle Model Selector | When selecting a range and if there is only one model, it is automatically selected. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| 21 September 2019 | ||
| Open Jobs | Added team code to Open Jobcard listing. | |
| Receive Parts | User is reminded to select all part numbers before receiving parts. | |
| VIN Numbers |
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| VESA logo | Added VESA logo on quotes and invoices of qualifying workshops. | |
| Purchase Reports |
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| Income Statement | Added monthly average column. | |
| Multi-Workshop Users | Workshops under common management can create users with access to all their workshops. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| 8 September 2019 | ||
| GRVs and Stock Adjustments | Searching for parts to add to GRVs and stock adjustments has been improved. | |
| Part Sort Order | Parts ordered alphabetically when searching in the quote editor, GRVs and stock adjustments. | |
| Stock on Hand | Sort the Stock on Hand Report by part number. | |
| Customer Receipts | Reprint customer receipts. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| 21 August 2019 | ||
| Quote Reference | Tag your quotes with a new reference code and group them in Sales and VAT reports. | |
| Quote Comments | Added "Please note this quote is subject to stripping and part availability" to all quotes. Added "This quote is valid for _________ days" optional comment. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| Saturday 13 July 2019 | ||
| Right to Repair | The Right to Repair logo will appear on invoices for qualifying workshops. | |
| Zero VAT Invoices | Create non-SA customers as not Vatable. | |
| Booking Editor | The layout of the booking editor has been improved. A request for a customer satisfaction survey has also been added. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| Saturday 18 May 2019 | ||
| Global Parts | Global parts will display with an asterisk at the end of their part number. | |
| Invoice Comments | Added new built-in invoice comments. | |
| Video Tutorials | Check out our video tutorials in Support. | |
| Fault Report | Job Cards include the option of a blank fault report for detailed notes. | |
| Clearing Stock | Upgrading to AutoManage is easier with the ability to clear your stock. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| Saturday 20 April 2019 | ||
| Vehicle Year Model | Capture the year model of a vehicle booked in for a service. | |
| Counter Sales Invoices | Added company logo and merchant number to counter sale invoices. | |
| Sundry Purchases Report | Filter sundry purchases by month. | |
| Customer Export | Export your customer list to a spreadsheet. | |
| Booking Report | Added vehicle registration to the booking report. | |
| Quote Number | Added the quote number to the quote and to the filter for the quote listing. | |
| Dividends | Added account 5960 Dividends and 5970 Tax on Dividends. | |
| Debtors Age Analysis | Match invoices and credit notes in different periods. | |
| Trial Balance | Enhancements to meet audit requirements. | |
| Customer Report | Added information about customer frequency. | |
| Purchase by Supplier | Print purchases by supper without prices. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| Saturday 6 April 2019 | ||
| Unit Repairs | Save time by creating quote templates to use as templates for customer quotes for common jobs. (Were previously called Master Quotes) | |
| Year End Filter in Trial Balance | Run the trial balance for a selected year end. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| Saturday 9 March 2019 | ||
| Blank Job Cards | Print blank job cards. | |
| Odometer / Meter Values | Allow decimal places. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| Saturday 23 February 2019 | ||
| Additional Part Supplier | Added Omnicraft as a Part Supplier | |
| Opening Balances | Income statement accounts can have an opening balance set. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| Saturday 27 October 2018 | ||
| Job List | The job list will automatically refresh every 10 seconds. | |
| Job Number on Stock Sheet | Jobs in progress have a job number on the stock sheet. | |
| Opening Balances | Open balance entry shows debit and credit columns and total balances. | |
| Income Statement | Columns include year with month. Month filters improved. | |
| Work Order | Print technician work orders from customer quotes. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| Saturday 20 October 2018 | ||
| Over the Counter Sales | Parts can be sold over the counter. | |
| Vehicle Selector | Vehicles are divided into trucks and cars and by fuel type. | |
| Sundry Creditors Take On | Take on sundry creditors from another system. | |
| Company Names | Some company names are very long so another line has been added to cater for these. | |
| Quote Editor | Repair items are added by means of a pop-up dialog selector. | |
| Quote Technician | Select a technician for a quote. | |
| Clear Part Selection | Clear a part number selected on a quote. | |
| Technician Sign-off | Technician sign-off has been added to the bottom of the printed service schedule. | |
| AA / RMI logos | AA and/or RMI/MIWA logos will be printed on the quotes and invoices of member workshops. | |
| Master Quotes | Save time by creating master quotes to use as templates for customer quotes for common jobs. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| Saturday 6 October 2018 | ||
| Vehicle Selector | Sort vehicle selector by column rather than by row. | |
| Income Statement | Date range extended to the month the workshop started using AutoManage. | |
| Supplier Payments | Sort supplier payments by suppliers invoice number. | |
| Bank Account Opening Balances | Allow bank account opening balances to be cleared. | |
| Quote Editor | Increased the allowed length of policy number and authorisation code to 30. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| Thursday 2 August 2018 | ||
| Customer ID Number | Capture customer ID numbers in customer maintenance. | |
| Invoice Listing | Customer account appears in brackets after the customer name. | |
| Petty Cash Adjustment | A description must be entered for petty cash adjustments. | |
| Quote and Invoice Comments | The following standard comment has been added: Standard Bank Fleet - 12 month - 20 000km warranty on parts and labour | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| Monday 2 July 2018 | ||
| Reverse Sundry Invoices | Sundry invoices may be reversed after VAT has been paid. The reversal will take place using today's date. | |
| Customer Name | Customer name can be up 60 characters long. | |
| Authorisation Codes | Quote authorisation codes appear on the customer statement. | |
| Export VAT Control Account | Export the VAT Control Account to Excel, etc. | |
| Export Stock Adjustments | The Stock Adjustment List can be exported to Excel, etc. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| Saturday 12 May 2018 | ||
| Customer Quotes | Customer quotes emailed to customers will show logo and workshop details. | |
| Part Descriptions | Part descriptions can be edited in the Stock Editor. | |
| Supplier Payments | The amount paid for each invoice is listed in the supplier payments report. | |
| Stock Adjustments | The stock adjustment number is displayed in the stock adjustment report. | |
| Report Periods | Run reports with a month selection for any period. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| Monday 7 May 2018 | ||
| VAT Payments | VAT Payments show a summary to assist in completing VAT returns. | |
| Open Job Cards | Customer phone number is listed on the open job card report. | |
| Customer Invoices | Customer phone number is listed on the customer invoice report and whether the customer may be contacted with service reminders. | |
| Accumulated Depreciation | Accounts have been created to cater for accumulated depreciated on all fixed asset accounts. | |
| Monies Received | Sort the Monies Received report by payment method. | |
| Customer Statement | Banking details have been added to customer statements. | |
| Cashbook | Sundry payments are grouped by payment rather than showing each invoice in the payment. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| Saturday 24 March 2018 | ||
| Part History | The history of purchases and invoices for a part number is directly available from the COS Parts and Stock menu. | |
| Quote Model and Reference | The lengths of the vehicle model name and the reference in customer quotes have been increased. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| Wednesday 28 February 2018 | ||
| Trial Balance | The trial balance is available. | |
| Service and Repair Items | The names you give to service and repair items can be up to 80 characters long. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| Monday 19 February 2018 | ||
| Income Statement | The income statement is available again. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| Wednesday 14 February 2018 | ||
| Performance | The performance of AutoManage has been substantially improved. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| Saturday 3 February 2018 | ||
| Deadlocks | Deadlocks have been eliminated editing quotes and GRVs. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| Tuesday 30 January 2018 | ||
| Invoice filter | Filter customer invoices to show only those that were taken on. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| Thursday 25 January 2018 | ||
| Print Duplicate Invoices | Workshop Administrators can print duplicate customer invoices. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| Sunday 21 January 2018 | ||
| Printing Reports | Reports will print much faster. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| Thursday 21 December 2017 | ||
| Opening Balances | Set opening balances for all expense accounts. | |
| Reverse VAT Payments | Workshop Administrators can reverse VAT payments. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| Thursday 9 November 2017 | ||
| Job card filter | Filter the job list by job number. | |
| GL Category Totals | Totals for categories are displayed in the GL. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| Sunday 8 October 2017 | ||
| Part cost on Quotes | Part cost can no longer be changed on quotes if the part is in stock. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| Tuesday 26 September 2017 | ||
| GL Accounts |
All GL accounts show values instead of just referring to other reports.
All GL accounts can also be viewed simultaneously. |
|
| Saturday 9 September 2017 | ||
| Cash Transactions | Cash transactions always use today's date. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| Saturday 2 September 2017 | ||
| Supplier Payments | Open GRVs from the supplier payments report. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| Saturday 26 August 2017 | ||
| Sales and VAT | Filter the Sales and VAT report to show only invoices excluding other sundry transactions. | |
| Suppliers Age Analysis | View Suppliers Age Analysis for dates other than today. | |
| Month Filters | The month filter in reports has been extended to show months as far back as your customer invoices. | |
| Job List | The colours used for job status have been improved for better visibility. | |
| Bad Debts | Validation has been added to prevent discounts on bad debt write-offs. | |
| Supplier Adjustments | Validation has been added to prevent discounts on supplier adjustments. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| Saturday 19 August 2017 | ||
| Bank Reconciliation | Reconcile cashbooks against bank statements. | |
| Receipt Batches | Batch receipts in bank recon. | |
| Reverse Customer Deposits | Deposits can be reversed from the outstanding deposit list. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| Saturday 6 August 2017 | ||
| Printing Jobcards | Terms and Conditions are printed after the Customer Job Card to allow double-sided printing. | |
| Report Filters | Report filters are cleared and defaulted to avoid problems with preset values. | |
| Account Lock Down | Cashbooks are locked down once VAT has been paid or cashbooks reconciled. | |
| Payment Reports | Reversals in customer and supplier payments reports are described better. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| Saturday 15 July 2017 | ||
| Technician Report | The performance of the technician report has been improved. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| Tuesday 27 June 2017 | ||
| Performance |
We have migrated AutoManage to a dedicated host. This will deliver improved performance across the system.
There may still be bottlenecks here and there that will need to be addressed. Please report details of any performance problems you face so we can address them. |
|
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| Monday 22 May 2017 | ||
| VAT on Invoices and Credit Notes | The word "Tax" has been changed to "VAT" on all invoices and credit notes. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| Saturday 20 May 2017 | ||
| Journal Entries | Post journal entries for transactions that do not involve customers, suppliers, bank accounts or cash. | |
| Disclaimer | A disclaimer must be acknowledged once by every user. | |
| Monies Received | The Monies Received report has been simplified. | |
| Part Quote History | Filter part quote history by part supplier. | |
| Email Domain | The email domain .group has been added as a valid target. | |
| Income Statement |
A single month has been added to the filter.
Hide accounts with no entries. |
|
| Quote Editor | The quote editor saves you time by opening New quotes in edit mode. | |
| Supplier Payments | The supplier payments report has been simplified. | |
| Sending Email | The sending address on email from AutoManage has been changed to "Workshop Name <automanage@autoestimate.co.za>". | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| Saturday 6 May 2017 | ||
| Performance |
Work continues to improve performance in various parts of the system. In the meantime, long-running reports have been throttled so that the database is not overwhelmed. |
|
| Saturday 22 April 2017 | ||
| Performance | We have made some changes to improve the general performance of AutoManage. Work continues to address areas that still run too slowly. | |
| Create GL Accounts | Create your own custom GL accounts | |
| Customer Vehicles | A search facility has been added when selecting customer vehicles for bookings | |
| Goods Received | Sort the Goods Received report by supplier invoice number | |
| Part Quote History | Supplier name has been added to the filter on this list | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| Saturday 18 March 2017 | ||
| Customer Deposits | Receive deposits from your customers. | |
| Jobcard | The customer confirms receipt of the jobcard. | |
| Disclaimer | A disclaimer has been added to the login page. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| Saturday 18 February 2017 | ||
| Report Performance |
|
|
| Job Status | A new Job Status field has been added that can be set in the quote editor and monitored in Open Jobcards. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| Saturday 14 January 2017 | ||
| Tracking Released Parts | If parts reserved for a quote are released, the picking slip lists these parts to return to stock. | |
| Income Statement | Discounts to customers and from and suppliers are handled as expenses. | |
| Goods Received | The Goods Received report includes a filter for supplier invoice number. | |
| Sundry Transaction Date Change | Workshop administrators can adjust sundry transaction dates. These changes must be confirmed. | |
| VAT Transaction Details | Clicking on an amount in VAT Control shows more detail for the transactions that make up the figure. | |
| Bug fixes | Several bugs were also fixed in this release. Please contact us if you would like details. | |
| Thursday 13 October 2016 | ||
| Job Cards | The number of copies of job cards can be specified. | |
| Export Open Job Card Report | Export the Open Job Card Report to Excel, etc. | |
| Goods Returned Notes | Goods Returned Notes have been moved to Take On to ensure that GRNs are always made by reversing GRVs. | |
| Suppliers Age Analysis | Access Suppliers Age Analysis directly from Supplier Payments. | |
| WIP removed historic stock | Stock on hand reports for previous months no longer show Work in Progress. | |
| Progress indicator | The progress indicator has been improved to ensure that it is always visible and that the whole page is disabled while AutoManage is busy. | |
| Bug fixes | Several bugs were also fixed in this release. Please drop us an email if you would like details. | |
| Tuesday 23 August 2016 | ||
| Operations Guide | New AutoManage User Guide is available for download on the support page | |
| Monday 22 August 2016 | ||
| Multiple bank accounts | Caters for workshops with more than one bank account. | |
| VAT Payments | VAT payments can be adjusted and reversed. | |
| Customer Statement | Discounts are consolidated into one line per receipt. | |
| Sundry Payments | Create sundry suppliers whilst making payments. | |
| Suppliers' Bank Details | Capture suppliers' bank details for easy reference. | |
| Bug fixes | Several bugs were also fixed in this release. Please drop us an email if you would like details. | |
| Tuesday 27 July 2016 | ||
| Income Statement | A complete income statement is available in Reports -> Accounts. | |
| GL Accounts | Reports on all GL accounts are available in Reports -> Accounts. | |
| Sundry Transactions | Sundry transactions have been revamped and are fully supported and integrated into all relevant reports. | |
| Adjustments and Write-Offs |
Adjustments for suppliers.
Bad debt write-offs for customers. |
|
| Customer Statements | Customer statements have been improved. | |
| Debtors Age Analysis | Payment receipting is faster with access to Debtors Age Analysis from the receipting screen. | |
| Bug fixes | Several bugs were also fixed in this release. Please drop us an email if you would like details. | |
| Thursday 14 July 2016 | ||
| Picking Slips | Reserve parts for quotes using picking slips. | |
| Bug fixes | Several bugs were also fixed in this release. Please drop us an email if you would like details. | |
| Friday 10 June 2016 | ||
| Delete Other Sundry Transactions | Workshop administrators and accountants can delete other sundry transactions until the 20th of the month following the transaction. | |
| Reversing Sundry Invoices | Match sundry credit notes to sundry invoices. | |
| Creating a Quote from a Booking Estimate | The time taken by the system to create a quote from an estimate in a booking has been dramatically improved. | |
| Bug fixes | Several bugs were also fixed in this release. Please drop us an email if you would like details. | |
| Tuesday 31 May 2016 | ||
| Duplicate Invoices | Duplicate invoices are headed "COPY TAX INVOICE". | |
| Part numbers | Part numbers have been removed from customer invoices. | |
| Invoice Age Analysis | A customer name filter has been added. | |
| Purchases and VAT Report | Filter purchases by month. | |
| Screen layouts | Several improvements have been made to screen and column widths to make various screens look better, especially on narrower monitors. | |
| Navigation | Navigation after adding sundry invoice and credit note creation has been improved. | |
| Bug fixes | Several bugs were also fixed in this release. Please drop us an email if you would like details. | |
| Saturday 7 May 2016 | ||
| Default Invoice Dates | Sundry invoice dates must be selected to avoid mistakenly accepting today's date. | |
| Change Invoice Dates | Sundry invoice dates can be changed by administrators until the 20th of the month after the invoice. | |
| Payment descriptions have been improved in the Petty Cash Report. | ||
| Date Filters | Clear date filter fields without having to clear the entire filter. | |
| Bug fixes | Several bugs were also fixed in this release. Please drop us an email if you would like details. | |
| Tuesday 26 April 2016 | ||
| User Guide | The AutoManage User Guide has been updated. Click the Support icon in the top right above the menu and click Download User Guide. | |
| Bug fixes | Several bugs were also fixed in this release. Please drop us an email if you would like details. | |
| Tuesday 23 March 2016 | ||
| Accountant User Role | Added a user role for accountants allowed to view all reports and perform sundry transactions. | |
| Customer Email | The length of the customer email field has been increased to 45 characters to allow for longer email addresses. | |
| Bug fixes | Several bugs were also fixed in this release. Please drop us an email if you would like details. | |
| Thursday 25 February 2016 | ||
| Petty Cash Payments | Petty Cash Payments have been redesigned to streamline their capture. | |
| Comment on GRV/GRN | A comment field has been added to Goods Received and Returned Notes. This can be used to indicate why parts were returned, etc. | |
| Sales and VAT Report | The Sales and VAT Report includes columns indicating the accounts affected by each sale. | |
| Quote Reference | The Quote Reference field has been increased in size to 20 characters. | |
| Bug fixes | Several bugs were also fixed in this release. Please drop us an email if you would like details. | |
| Monday 15 February 2016 | ||
| Cashbook | A report showing all transactions on your bank account has been developed. | |
| VAT Payments | Calculate and capture VAT payments. | |
| Other Sundry Transactions | A mechanism for capturing transactions that do not involve customers or suppliers has been added (e.g. bank transfers). | |
| Purchases and VAT Report | The filters on the Purchases and VAT Report have been improved. Suppliers invoice numbers are included on this report. | |
| Sales and VAT Report | The filters on the Sales and VAT Report have been improved. | |
| Bug fixes | Several bugs were also fixed in this release. Please drop us an email if you would like details. | |
| Tuesday 19 January 2016 | ||
| Access Control | Users can be created with different levels of access to AutoManage facilities, allowing you to protect sensitive information and allocate tasks to different staff. | |
| Thursday 7 January 2016 | ||
| Invoice creation on sundry payment screen | Create invoices and pay them on the sundry payment screen. | |
| Specify invoice account allocation | Account allocation is done when creating sundry invoices rather than when paying them. | |
| Capital filter on Purchases and VAT Report | Filter capital purchases on the Purchases and VAT Report. | |
| Account allocation on invoice lists | Account allocation is shown on lists of sundry customer and supplier invoices. | |
| Bug fixes | Several bugs were also fixed in this release. Please drop us an email if you would like details. | |
| Tuesday 5 January 2016 | ||
| Account allocation on Petty Cash | The Petty Cash report includes a column showing the account cash was allocated to. | |
| Bug fixes | Several bugs were also fixed in this release. Please drop us an email if you would like details. | |
| Tuesday 8 December 2015 | ||
| Stock Reconciliation | A report reconciling stock bought and sold in a month has been added to Reports -> Monthly Recons -> Stock Recon. | |
| User Guide Available to Download | The latest version of the AutoManage Operating Guide is available to download from Support -> Download User Guide. | |
| Improve booking requests |
When a customer requests a booking from an estimate, the email received by the workshop includes a link
to a booking with a list of customers to select from. If the customer requesting the booking is new, the
data from the request is automatically included when creating a new customer.
Booking requests appear at the top of the booking list until a booking is made. |
|
| Bug fixes | Several bugs were also fixed in this release. Please drop us an email if you would like details. | |
| Thursday 19 November 2015 | ||
| Save engine number | Creating a quote from a booking for an existing customer vehicle loads the engine number. | |
| Customer statements | Produce customer statements showing only unpaid invoices. | |
| Delete quotes with a red cross | Delete quotes using the red cross icon in the quote list like other items in AutoManage. | |
| Confirm quote creation | Creating a quote from an invoice or credit note asks for confirmation before creating the quote. | |
| Receipts for AutoInvoice users | Subscribers to the AutoInvoice module will be able to receive payments from customers. | |
| Bug fixes | Several bugs were also fixed in this release. Please drop us an email if you would like details. | |
