June 15, 2007

Customer Interface Web Site

During the check out process, the web site will now prompt for the name of the person making the order or placing the service call.  The name for the order is required.  This change has already been made to all data hosted by River Cities Software.  If you are hosting your own web site and data and would like these changes, let us know.

Accounts Receivable

You can now reprint the pick ticket after the invoice has been invoiced and updated.  Display the charge (DC).  The screen has a new button to reprint the pick ticket.

You can now remove all finance charges and late fees from a customer from the DH (Display History) screen.  This will adjust ALL the outstanding  finance charges and late fees from the customer account to zero.

The Daily AR Register can now print a deposit slip.  When processing for all transactions or payments, the screen will display the general ledger numbers of any deposits.  Enter your routing and bank number.  This only has to be done once for each general ledger number.  If you have a MICR font and are using MICR toner, you can print the routing and account number in MICR format.  The deposit slip will print for each cash account detailing cash, checks, credit cards, and other.

Financial Manager Console

A new report has been added under the inventory analysis menu, to print the top or bottom sellers for selected categories.  This can be done by percent or quantity.  For example, you can list the top 5 percent of supplies or the bottom 50 parts used in a date range.

The customer analysis now has a print option to print the detail used for the profitability graph.

The inventory analysis by category now includes labor, contracts, and special items.

The ratio of wages to sales has been added to the list of common ratios.  After setting the ranges in the financial manager, you must reprint the income statements for the last year in the general ledger program.

A sales order report has been added to the sales analysis menu.  This is similar to the sales report by sorted invoice but will find the orders that were entered for a given date range.  For example, get a list of all orders by a sales rep last week.

The financial manager console is now password protected.  Download the latest setup user permissions program from the program update site and install it on the station that is used to setup the user permission. 

Service Manager Console

The machine analysis graph now has a print option to print the detail of the graph.

The option to have alerts popup on the screen has been removed.

Alerts can now be emailed to the service manager as they occur.  For example if a call comes in and it is excessive based on your definition of excessive calls, the service manager can get an email alert automatically sent to them.

A new alert has been added for call longer than a user specified hours.  For example, an email can be sent to the service manager when a call is 48 hours old.  If the call is a reschedule or stop clock, it will not be sent as an alert email.

Under the contract setup menu, there is a menu to setup the email options for the station.

For the alerts to be emailed, install the contract billing program on the station running the service manager console if it has not already been installed.

Under the contract analyzer menu there is a new option for Customer Click History.  This will display, print, and/or export to Excel all the machines of a customer with the meter readings and clicks made for each month.

Under the reports menu, there is a new report for technician time analysis.  The screen prompts for the techs and date range.  This will list each call sorted by day will the total repair and travel time for each tech.  Daily totals and averages are also printed.

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