Update Summary

  • Batch Mode Upgrade - Improved COGS handling - Detailed Unit data - New Reporting options
  • Purchase Order Upload - Summerised data - Detailed Unit data
  • Floorplan Support - New accounts for FP Stock and Liability
  • Reconcilation Report - New report to help reconcile debtors and stock with Xero.



Batch Mode Upgrade


COGS Customer Orders

COGS for customer orders are now adjusted on the batch instead of the purchase order.


COGS adjustments now use the tax type of none (NO TAX/BAS EXCLUDED)


Unit Detail

Units are no longer summerised on the batch, each unit will have 3 lines for sales, COGS, and inventory.


Front/Back Tracking Cat 2

New tracking category option for Front/Back splits sales and purchases between your Front (New & Used Departments), and Back (All other departments: Parts, Workshop, Shop Sales).


CSV Detail file

A CSV file containing the individual sales lines is now uploaded to Xero as an attachment.


Upload Batch Screen

The updated forms allows you to drill into each batch line to see the individual sales lines.


Bill Upload

Bills are now summarised into a single view for a simpler upload.


Added support for creating supplier account credit notes when using supplier account payment method.


Purchase Order Upload

Standard Items

Lines are now summerised by inventory account including customer orders.


Units

Units are now detailed on the uploaded bill.



Floorplan Support

New accounts for floorplan liability and floorplan stock enables you to upload floorplan trust receipts and track your floorplan position in Xero. 


To set this up, you will need add some new accounts, and create an opening balance journal to set your current floorplan stock valuation and liability.