What’s New Sybiz Vision 20.00 - 20.12

Important Information

Upgrades to Microsoft.NET Framework

Version 20 of Sybiz Vision utilises Microsoft.NET Framework version 4.6 and therefore some custom add-ons may require updating if you are upgrading from a version older than 19.00. Older operating systems may also be required to download .NET updates prior to installation of Sybiz 20.

Operating system compatibility

Certain older operating systems (Microsoft Windows XP, some versions of Microsoft Windows Vista and Microsoft Server 2003) and Microsoft SQL Server (2008/2008R2) are not compatible with Sybiz 20 - if uncertain consult your Authorised Business Partner prior to upgrading.

Find Panel behaviour change

Changes have been made to the default behaviour of Find Panels in Sybiz Vision. Now when performing a search, the search function uses AND instead of OR behaviour. For example, searching 'Sybiz Vision' will return any results containing the single term ‘Sybiz Vision’ instead of either ‘Sybiz’ OR ‘Vision’.

20.01

Changes to Microsoft Office 365 with Sybiz Vision

Microsoft Office 365 will need to be reconfigured for use with Sybiz Vision 20.01 to support recent Microsoft changes. (CR180838657)

20.10

Basic Authentication being deprecated for Microsoft Office 365

Microsoft have begun to move towards Multi-Factor Authentication for Office 365, deprecating the currently available Basic Authentication. Sybiz users are able to utilise this additional security within their solutions from version 20.10. Basic Authentication will continue to be available in Sybiz solutions until Microsoft disable it in the second half of 2021.

Deposits in Pay and Process

If you have been using Deposits prior to version 20.10 please be aware that the negative and positive nature of deposits has changed. If you have customised reports or transaction documents that are displaying deposit information, these will need adjusting. If your transaction appears to be adding the deposit amount to the total, right click on the grid headers and select Restore Default Layout.

Fine grain control on posting accounts

Additional general ledger posting accounts are now available for products, groups and locations, giving users the ability to gain a greater level of flexibility in general ledger reporting.

Optional posting accounts for inventory products

Optional perpetual cost posting accounts are available for inventory products, allowing greater control of stock cost reporting at a general ledger level. This also provides flexibility in the timing of reporting sales and purchase costs. The layout of posting account options (automatic, accrual, perpetual and manufacturing) for product and location has been modified into a clearer tabbed window to make set up easier. (CR190540855)

Accrual accounts for Job and Service transactions

Optional accrual accounts are available for jobs and service allowing greater control over inventory reporting at the general ledger level. If configured, inventory delivered but not invoiced for jobs and service will be allocated to an accrual account until they are invoiced. Upon invoicing, postings will be transferred to the relevant accounts. (CR161232347)

Sourced-from Products

Users are now able to track products as a whole units and portions of units using Sourced-from Products. Sourced-from Products can be configured to manage products that might be sold either grouped/intact or individually/broken-down allowing staff to more easily manage products at point of sale.

Sourced-from Products can also be used to manage products that can be cut to size (like timber at full-length) as portions (timber at cut-length) for orders or at point of sale, on demand. Users decide which product to source from in the transaction - full-length, cut-length or a combination of the two - to get the desired lengths and pieces. Off-cuts remain in your system ready to sell or can be written off as wastage.

Invoice direct from Purchase Deliveries

Users can now easily create invoices directly from Purchase Deliveries from a new grid under Creditors > Purchase Management > Deliveres not Invoiced. In Purchase Invoice processing, create one invoice for multiple deliveries or invoice separately, the choice is yours. (CR160630112)

20.10

Sybiz Vision in the palm of your hand

Stay focused on what matters with Sybiz’s first unique role-based mobile application Vision Sales. Built from the ground up for iOS and Android devices, the first of a series of Sybiz mobile solutions delivers an intuitive smartphone interface connected to your Sybiz Vision database.

Using Sybiz Vision’s sales orders and quoting functionality, users can create, manage, process and drill down into transactions to deliver faster, more personalised customer service from their smart device. 

A whole new world with Web API

The possibilities with your Sybiz Vision solution evolve in a major way in Sybiz 20.10 with the first stage of Web API being developed and launched ready for our new new mobile apps. Web API is a framework that enables secure access to Sybiz Vision data and transaction processing engine via the HTTP standard, allowing you to connect your solution to additional devices such as tablets, mobile, point of sale machines and more. Get ready to achieve more with Sybiz Vision than you ever imagined possible.

Multi-Factor Authentication for Microsoft Office 365

Sybiz customers that use Microsoft Office 365 as their Email Type in Sybiz Vision can now utilise the added security of Multi-Factor Authentication. 

Multi-Factor Authentication can be enabled in Sybiz Vision by selecting File > Options > Email Options and then unticking the Login Required checkbox. Select the elipses on the Server field and login using your Microsoft credentials as demonstrated in the short video below.

Please note that Multi-Factor Authentication will not accept personal Microsoft account credentials and users must have a corporate login.

Creating a more efficient workflow

Numerous enhancements have been made across Sybiz Vision to create a more efficient workflow for users, including find functions, 'New From' extensions, improvements to CRM and more.

Create quotes and estimates direct from Opportunities in CRM

New sales quotes, job estimates and service quotes can now be quickly created directly from an Opportunity and automatically linked to the sales record, simplifying the sales process in CRM. (CR181039306)

CRM grid extensions

A new Subcategory column has been made available on standard Case File grids, giving more filtering capability out of the box. (CR190540998)

'New From' extended to Standing Journals

Easily create new Standing Journals using the 'New From' function. This will allow users to duplicate fields from an existing Standing Journal and adjust necessary fields as needed, reducing data entry. (CR180838397)

Find offset transactions easier

A new Find Panel, like those added to other transaction screens, has been added to the Customer offset screen to make it even easier to find specific transactions. (CR190841752)

More ways to track orders

Users now have the ability to access the Track Order functionality directly from Sales and Purchase transactions in addition to Sales and Purchase Orders. (CR190440739)

Easily make corrections to processed orders

Transaction corrections have now been extended to orders, allowing users to easily make corrections to already processed orders. The option is available to select a different supplier after processing, automatically updating costs and sales prices as relevant to the newly selected supplier. (CR190440737)

Automatic Payment Wizard improvements

When a bank account is selected that is set up for EFT payments, the Use Electronic Payment option now defaults to Yes. If the bank account is not set up for EFT payments it will default to No. The Increment Record field is now also selected by default. (CR160429083)

Automatic Numbering extended

The Automatic Numbering system is now available throughout Projects, Customers and Suppliers, making it easier to consistently and systematically allocate numbers automatically to these records. (CR190540989)

Improvements to reporting and analytics

Improvements have been made to reporting across the board, giving you more valuable insight into your business and more control over how you interact with your data.

Taxable Payments Annual Report (TPAR) for non-standard financial years

Companies with non-standard financial years are now able to more accurately report TPAR in Sybiz Vision by setting custom start and end dates for the required period. (CR190741424)

Exchange rate date adjustments

The Aged Balance report now shows the exchange rate for the transactions at the time of the nominated report run date, making reporting foreign exchange rates more accurate. (CR17033117)

Additional information in Inventory Quantity reports

The Inventory Quantity and Value report now includes Last Cost information to provide better reporting of the current cost of manufacturing assemblies in addition to the average cost. (CR180537482)

Estimated Unit Prices in manufacturing now 4 decimals

The Estimated Unit Price for a manufacturing assembly or return have been extended to 4 decimal places (up from 2), allowing a finer understanding of true costs and values. (CR190540906)

Manufacture Issues and Returns enquiry screen shows transaction description

The Manufacture Issues and Returns enquiry screen now shows the transaction description, giving more information about the issues and returns for front line staff. (CR190540947)

Resizing ability in Analytics Panels

Users are now able to resize the Pivot and Chart panels in Analytics to have a better view of their customised pivot list and charts. Any changes to size will also save to the user state so there's no need to resize each time you login. (CR190540985)

Improvements to Fixed Assets

Fixed Assets purchased through the Creditors ledger will now post an acquisition cost to all active books if configured to do so, requiring less manual processing. (CR190541009)

More advanced Project exports

Project budgets now allow simultaneous exporting of all active projects, making multiple exports faster and easier for data analysis and comparison. Project budgets from previous financial periods are also able to be exported, allowing users to make adjustments as needed and re-import for the next financial period. (CR190741340, CR190741338) 

Import and export contracts

Customers are now able to import and export contracts to update individual pricing easily en masse. (CR180336870)

Import and export field inclusions

Notes and fields with large amounts of text can now be imported and exported with Sybiz Vision. (CR190139881)

Microsoft SQL Server 2019 support

Microsoft SQL Server 2019 is officially supported in Sybiz 20.

20.02

Custom fields in Stock Transfers

Users are now able to create custom fields at both header and line levels for Stock Transfers. (CR191042420)

Custom fields for Special Prices

Users are now able to create custom fields for Special Prices for both debtor and creditors at header level. (CR200343287)

20.03

Special prices and Contracts editing

Special prices for customers and suppliers and Contracts are no longer modal, allowing multiple special price windows to be open at once while still interacting with other areas of the software. (CR200643788)

Grid Keyboard Shortcuts

Product rates and labour rates on Contracts, along with many other grids within maintenance dialogs, now support keyboard shortcuts to allow faster data entry. Some previous keyboard shortcuts in Special Prices have changed to match this behavior for consistency. (CR200643788)

Multi-select on Sales Orders Not Invoiced, Sales Not Delivered and Deliveries Not Invoiced

Users can now select multiple delivered Sales Orders or Sales Deliveries to invoice, making it easier to quickly invoice or deliver multiple Sales Orders at once. When grouped by column, there is now a tick box to select multiple individual lines or a select all option from the column header.

Custom fields for Suggested Purchase Orders

Custom fields from the Sales Order line can now be displayed on the Suggested Purchase Order grid at the sales order line level. (CR200643770)

New columns on Sales transactions and Enquiry screens

A new outstanding order quantity column is now available on sales transactions and sales order enquiry screens, advising users what is remaining to deliver. (CR200643766)

View window improvements

The View window (opened by pressing the F6 key) will now focus on the find panel if visible, (Ctrl + F) and recalls any previously entered text unless cleared, automatically highlighting it again to quickly perform repeated searches. (CR200643792)

Enhancements to Pay and Process

The Pay and Process function in Sybiz Vision has improved split payments, allowing part of a sales invoice to be put on an account while part is being paid by deposit. (CR200643785)

20.10

Multi-tasking capability for editing multiple records, transactions and ledgers

Users can now open and edit multiple records and transactions simultaneously, affording greater capability for multi-tasking. Sybiz Vision users are no longer required to close a record or transaction being edited in order to edit another.  

This functionality is not limited across ledgers. A user can, for example, be in the middle of creating a sales transaction, then open a customer case file for editing without the need to first close the previous screen. 

Receive and process Deposits with ease

Deposits in Pay and Process are now received, edited and refunded from a dedicated option in the ribbon bar, allowing users to more quickly and clearly manage deposits in transactions.

If you are already using Deposits, please ensure you read the important information at the top of this page.

Improved Transaction Batch History Report options

Users are now able to print Transaction Batch History reports for the latest batch with the same options each time without saving the Batch Number From and To fields, if desired.