What’s New Sybiz Vision 22.00 - 22.23

Important Information

22.00

Changes to main file menus

Company Detail maintenance options (Company) have now been separated from email and other common setting options (Settings) in the main file menus in Sybiz Vision.  Jump to enhancements for more information. (CR190942075)

Manufacture on delivery assembly improvements

From Sybiz Vision 22.00, when an assembly is returned via a sales return, if it is checked for ‘manufacture on delivery’ but not ‘explodable on return to stock’ it will be returned as a finished good, regardless of the settings on the sub-components. Jump to enhancements for more information. (CR201044776)

Changes to Product Search display

The Product Search now displays inactive products by default. (CR210746547)

Change to group references behaviour in Cashbook

The group reference field is no longer a required field for deposits. Instead, a warning will be presented. (CR160529600) 

If bank feeds are in use then the group reference should be used for both deposits and payments in the event that the bank shows a single line for a batch of deposits and a single line for a batch of payments.

Microsoft.NET Framework upgrade

Version 22.00 of Sybiz Vision utilises Microsoft.NET Framework version 4.8 and therefore some custom add-ons may require updating. Some custom add-ons may require updating prior to upgrading to Sybiz 22. Some older supported operating systems may also be required to download .NET updates prior to installation of Sybiz 22. This update will not affect Microsoft SQL Server but may impact servers running Web API.

Any customers on a Microsoft.NET Framework prior to version 4.8 may not be able to web update. We recommend having Microsoft.NET Framework version 4.8 installed and ready prior to upgrading to Sybiz version 22.00 to prevent any complications.

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 22.00 - if uncertain consult your Authorised Business Partner prior to upgrading. Microsoft Windows 11 is supported for Sybiz 22 with compatibility extending to some other later versions of Sybiz solutions.

DevExpress upgrade

Version 22.00 of Sybiz Vision utilises DevExpress version 21.2.3.

22.10

Discounts applied to Cashbook

Discounts can no longer be applied to Cashbook lines manually to ensure tax postings accurately match GL postings. Discounts must be applied to individual transactions where they will be derived by the offsets in Cashbook. (CR2202-0213)

Changes to custom fields and grids

The way in which descriptions and captions are displayed in Sybiz Vision has changed. The name shown at the top of the custom grid being displayed now shows the description text (the name displayed on the button in the menu) instead of the caption text. This could alter the names of some custom grids which may need to be updated to a more familiar name. (CR210546165)

Additionally, custom fields no longer accept apostrophe characters in the naming conventions. Any fields that currently use apostrophes will need to be amended. (CR210245463)

22.00

Cashbook processing automation with Bank Feeds

Customers in Australia and New Zealand can now automate their cashbook processing with Bank Feeds in Sybiz Vision!

Bank Feeds allows users to securely link and process incoming and outgoing transactions in their bank statement directly with transactions in Sybiz Vision. Users can create rules on the fly to efficiently match bank records to existing transactions through dollar amounts or payment references, or create new transactions for items originating at the bank but not yet in the cashbook. For example, bank fees or customer direct deposits.

Once authorised and configured for your unique business practices and needs, cashbook automation could save your accounting staff hours in manual processing. (CR160529600)

New options for General Ledger accrual posting accounts

New options for general ledger accrual posting accounts are now available for Jobs and Service, giving users a greater level of flexibility in general ledger reporting over and above the existing periodic posting options. The new matching approach available, if configured, will allow the cost of sales not yet invoiced to be allocated to an accrual account until the sales invoice or equivalent is processed. Upon invoicing, postings will be transferred to the relevant accounts and be included in profit and loss reporting. (CR210245564)

Connect where you need to with dedicated mobile apps for Sybiz Vision

Since late 2020, Sybiz has introduced a number of mobile applications so Vision users can take their software on the road and connect like never before. All current Sybiz mobile apps are available on both Apple and Google Play app stores now.

Vision Sales mobile app

Taking the best features of 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. Sybiz mobile solutions are directly linked to your Sybiz Vision database, giving you instant access to your data when face to face with customers.

Vision Purchase mobile app

Following on from the release of Vision Sales in 2020, Sybiz Vision's Purchase app allows users to initiate a purchasing process from anywhere. Order the supplies and inventory your business needs while you're on the move. Utilising features from Sybiz Vision’s creditors functionality, users can create, edit, save, process and send purchase orders directly from their smart device or add, approve and reject purchase requisitions with a swipe of a finger. Sybiz mobile solutions are directly linked to your Sybiz Vision database, giving you instant access to your data when face to face with suppliers.

Vision Stock mobile app

Enable warehouse staff to complete paperless stocktakes and sales picks with Sybiz Vision's dedicated Stock mobile app Vision Stock. Complete or save stocktakes in progress directly into your Sybiz Vision database. Staff can securely work on stocktakes from their individual mobile devices, reducing printed paperwork and double handling of data.  Sales picks are simple; users can clearly see the status of sales picks that are ready for picking or currently in progress, processing them direct from the warehouse to Sybiz Vision on an intuitive touch interface. Notes and any potential shortage reasons can be recorded against the pick simply, then print only when needed or email straight from the app.

Vision Jobs mobile app

Available since October 2021, Sybiz Vision Jobs users can manage their jobs on the job or from anywhere they might be with the brand new Vision Jobs mobile app. View job details, costs, purchase orders and appointments allocated to each job on your books. Never miss a detail - create, edit, process and send additional costs, timesheets, appointments and purchase orders all while still on-site.

22.10

New classifications for CRM

Get more out of Sybiz Vision CRM with new classification fields for Case Files. This new function gives customer-facing staff the ability to drill down further in grids and CRM analytics to see even more information in a structured and useful way.

In the video example below, we've set up classifications to manage a product return.

Switch on these new fields by selecting the 'Use case file classifications' checkbox in CRM Defaults and add your own customisable options in the Lookups menu.

Two-way associated and alternate products

Associated and alternate products are now able to be linked bi-directionally, making it easier to create two-way links between products with a simple click. This new feature is also supported when importing and exporting products. (CR201044672)

Supplier special prices now include product codes

Supplier product codes are now included in supplier special prices to allow users to import special prices direct from suppliers using their product codes. In addition, this new feature assists users searching for products within these columns. (CR201044782)

HTML formatting introduced for Notes

Notes in Sybiz Vision now support HTML formatting as well as plain text. When exporting notes, they will still export in plain text only. (CR191142658)

Directly access document store items

Custom grids can now be built consisting of document store items. This gives users the ability to directly access document store items via customisations. (CR200944509)

22.00

Web API is now complete!

Web API version 2.0 for Sybiz Vision is now functionally complete and able to support practically every transaction type Sybiz solutions offer, with the final update including CRM objects. Web API expands the possibilities of your Sybiz Vision solution and lets users take advantage of our new mobile apps. (CR180136352)

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. Achieve more with Sybiz Vision than you ever imagined possible.

Convert sales orders, invoices and quotes

A handy new button under Options in the sales transaction ribbon bar allows users to convert sales orders and invoices to quotes before they have been saved or processed. The same can be done in reverse, making internal processes even more efficient. (CR210345643)

Create new sales transactions based on the lines of existing sales transactions

Sybiz Vision users can now base new sales transactions on one or many other existing sales transactions, speeding up the process of sales interactions in front of house and back office. 

All sales transactions in Sybiz Vision can simply copy line items from another existing sales transactions without affecting the original transaction. Similar to using a template, users can raise a credit based on an unrelated invoice, for example, without connecting the two transactions in any way or creating a template, making new transactions even quicker to process. (CR210345643)

Easily cancel or delete orders

Users can now cancel or delete sales and purchase orders directly from the relevant order screen without having to run the cleanse order wizard, with a new right-click option for easy access. This will enable users to quickly delete orders one at a time when required. (CR210946918)

Overall performance improvements to sales order grids

The overall performance of sales order grids has been improved, including enhancements to speed when processing large amounts of data. (CR210846739)

Suspend until date for preferred suppliers

A 'suspend until date' has now been added for preferred suppliers, allowing users to temporarily suspend purchase orders for preferred suppliers of certain products. If this option is used, the supplier will not be suggested by default before the suspend date but can still be used for manual ordering, with a warning keeping users informed. (CR210946919)

Transaction document prefix and suffix customisation

Users now have the ability to remove the generated prefix and/or suffix from transactions when sending them via email. The prefix identifies the type of transaction (for example, SINV12345 for a sales invoice), while a suffix may be included when re-sending a transaction (for example, SINV12345-COPY). These settings can be adjusted on a per transaction basis, giving users even more freedom to customise transaction emails. (CR210245513)

Signature extensions to email templates

Make emails more personal with all new email signatures in Sybiz Vision. Rich-text email signatures can be added on per user basis for use on email templates. By default, user signatures are turned off, but can be added easily by ticking the new 'Add Signature' checkbox on each relevant email template. (CR161232099)

Extended flexibility for assemblies with line notes

Users are now able to add line notes, such as basic recipe instructions, to first-level assemblies on manufacture orders. This new addition allows users to include specific information about particular assemblies on a per component level. Notes added then become part of the recipe definition for that order, extending more flexibility for custom manufacturing. Notes are optional and can be configured in settings. Once activated, notes are saved to the user state and can be seen in reports. (CR170333343)

Fulfil manufacture orders on an individual basis

With new filtering options in Manufacturing Work Order Management, users can now transfer stock required for single or multiple selected work items and orders rather than all at once, allowing for even more flexibility with stock fulfilment and inventory level management. (CR190942257)

Manufacture on delivery assembly improvements

Improvements have been made to assembly functionality to provide greater flexibility and to better represent individual items grouped together at the time of sale. From Sybiz Vision 22.00, when an assembly is returned via a sales return, if it is checked for ‘manufacture on delivery’ but not ‘explodable on return to stock’ it will be returned as a finished good, regardless of the settings on the sub-components.

The current behaviour of ‘explodable on return to stock’ with respect to items that are set to ‘manufacture on delivery’ is that whether checked or unchecked everything is treated as explodable on return. Previously this combination would break down any assembly based on its recipe. If you are using this function, we recommend a review of your current ‘manufacture on delivery’ assembly configurations with your Business Partner to ensure no unexpected outcomes. (CR201044776)

More informed product locations

Information such as contact, address and inwards and outwards good instructions can now be added to product locations in Sybiz Vision. This new enhancement helps further automate the purchasing process and keeps suppliers more informed by enabling users to include these important details on purchase transactions. (CR160931154)

Enquire on products from Stocktake screen

Users can now right mouse click to enquire on products directly from the Stocktake screen for seamless interaction. (CR200443575)

Separate options for Purchase and Sales Price Precision

Inventory defaults now have separate settings for Purchase Price Precision and Sales Price Precision for more clarity and consistent rounding across purchasing. (CR200643729)

Easy access information in Job and Service Scheduler

Users are now able to quickly access more information about Job and Service requests directly from the Scheduler with a new right-click enquire option available. (CR190641217)

Streamline purchase orders job to job

Ramp up job efficiency with Purchase Templates that now support Job Costing and Service Requests. With the option to make templates job-specific, users can now easily add job and service lines to purchase transactions and further integrate between the functionalities in Sybiz Vision. New fields have also been added to the column chooser to support stage, cost centre, cost category and charge information on these transactions. (CR170835073)

Job Cost viewer shows subtotals for quantities in base

The Job Cost viewer standard grid now shows subtotals for quantities in base, including all numerical fields for grouped items. A Unit of Measure column has also been added to assist with clarity of subtotals displayed. (CR210846735)

Record expenses for service requests

Users are now able to quickly record service expenses and receipts for service requests through the Cashbook in Sybiz Vision with new Service (SV) lines available.  (CR210345704)

Improved security for Company Details

Company Detail maintenance options (Company) have now been separated from email and other common setting options (Settings) in the main file menus in Sybiz Vision. This menu separation will provide a deeper level of permission options to separate users from being able to access and edit company level email, skin and language options and change company specific information such as banking details. (CR190942075)

Email notifications for Purchase Requisitions

Now, when the status of a Purchase Requisition changes, emails can be sent to the users involved in the process. On creation, an email can be sent to the next approver in the group line, as well as the creator, to help notify staff that may not work in Sybiz Vision every day. Email notifications can also be sent to the creator and approvers when the status changes from pending to approved or rejected. Email templates for these notifications can be configured easily in Sybiz Vision in the same way as other transactions. (CR180336947, CR170132572)

Multiple approval groups for Purchase Requisitions

Sybiz Vision users are now able to be added to multiple approval groups for Purchase Requisitions, creating more comprehensive control over purchasing processes. Once configured, this exciting enhancement will allow users to pick which approval process they want to use for different types of purchases.

Simply select the appropriate approval group from a drop-down menu when creating a Purchase Requisition.  If a user is only allocated to one approval group as in other versions of Sybiz Vision, the setting will default to that group as per the previous behaviour. Improvements have also been made to the configuration of approval groups with specific approval order allocation and required/non-required approvers.

The ability to select an approval group will be included in the Vision Purchase mobile application. (CR180236688)

Re-open a lead or opportunity in a closed state

New security rights are now available for CRM users that enable users to re-open closed or lost leads and opportunities, giving sales and administration staff more sales management fluidity. As part of this enhancement, users can also revert opportunities back into leads, removing the opportunity created on the initial conversion to keep sales records clean and clear.

Closed or lost leads and opportunities have no expiry, meaning they can be re-opened or closed again at any time, multiple times if required. (CR210345783)

Export drilled down custom pivots

Custom pivots now support the exporting function when grids have been drilled down into further, allowing information to be exported in your preferred format direct from Sybiz Vision. (CR210846768)

Improved embedded web page performance

Internet browsers for embedded web pages in Sybiz Vision have been upgraded from Microsoft Internet Explorer to Microsoft Edge, providing better performance for web based pages and content. (CR210846642)

Informative notices for database and server versions

A new notice system in the status bar of Sybiz Vision will display new warning or error icons for potential issues with database and server versions. This new enhancement will help end users stay more informed about minimum database and server version requirements. (CR210846663) 

Microsoft Windows 11 compatibility

Sybiz solutions remain compatible with the latest technology and support newly launched operating system Windows 11, including display changes such as rounded borders.

Improvements to reporting across the board

Reporting in Sybiz Vision 22 has had significant improvements throughout the software, including two brand new standard reports out of the box.

New Purchase Price Variance report

A new Purchase Price Variance report has been added to the standard report list available in the Creditors Ledger. This report is useful for users who wish to report on the difference between the actual purchase price and the standard price. (CR201044642)

Job Summary report improvements

The Job Summary report has had Future Cost added to help users compare WIP to the balance sheet.  (CR170834871)

Extended description fields in the inventory transaction history report filter

The Inventory Transaction History report now has extended description fields in the drop-down menu selection to accommodate longer product names. (CR190139892)

Improvements to Inventory Reports

Product Bins can now be included in the Product Catalogue report in the Inventory Ledger through customisation, giving users easy access to additional information when desired. (CR200543686)

Statement workflow improvements

When sending statements via email, the statement wizard will now continue if an error occurs such as a power or internet disconnection. If an error does occur, users can now print or export a list of any statements that are outstanding and re-run the wizard for those affected. (CR200744165)

Email statements as different file types

The Customer Statement Run Wizard now allows users the flexibility to use different templates for emailing per customer, including the ability to choose different file types to be sent as attachments. (CR210846778)

Company specific information on reports

Custom fields can now be added to reports at a company level, enabling company specific information such as certification numbers, license numbers and other important and industry specific data to be displayed on report documentation where required. (CR190942075)

New form for Papua New Guinea companies

Companies operating in PNG now have a new form available for Business Activity Statements (BAS). (CR160730410, CR170834967)

22.10

New export option for assembly costs

A new export option is now available for assembly costs that allows users to identify the previous cost of assemblies and what the new cost of components are. This new exportable data calculates the new cost of assembly items based on their components and the current costs, the data can then be imported back in directly via the standard update cost wizard.

Where standard costed, multiple levels of assemblies are being used, the export may need to be run multiple times to cater for sub-assemblies that have a knock-on affect on subsequent levels of costings. (CR160429357)

Alternate products for assembly components

Users are now able to view and switch to alternate products for components when maintaining assemblies. Users can quickly substitute individual components with a handy drop-down menu in the assemblies product field. (CR211247218)

Cashbook transactions from Bank Feeds now use bank date

From version 22.10 of Sybiz Vision, when users create Cashbook transactions from the Bank Feeds function, the transaction will default to the date on the bank statement rather than the system date. This enhancement better reflects the most accurate transaction date being entered into Sybiz Vision. (CR2202-0184)

Extension to GL reconciliation report

An extension has been made to the standard ledger reconciliation report in the General Ledger to include goods received not invoiced accrual reconciliation. (CR201044641)

Improvements to Job Costing default posting methods

Now, when Defaults in Job Costing are changed to allow different posting methods (for stages and cost centres), Sybiz Vision will auto-assign default posting accounts where there are any that are blank and auto-populate where posting accounts have been used before, making it easier to transition from one posting method to another.  (CR200744080)

Service information in purchase transactions

Service request related information has been added to purchase transactions, aiding staff in being able to connect service requests with purchase transactions more easily. (CR210145333)

Mobile app enhancements

22.10

Several enhancements have been made to the Vision Purchase mobile app for the release of Sybiz Vision 22.10. Users can update to the latest app version on Apple and Android stores now!

Easy select project on orders

It is now easier to select projects on orders within the Vision Purchase app, saving users time. (CR2202-0207, CR2202-0204)

Expanded order list

The order list has been expanded to include more visible information for users. (CR2202-0203)

Set display options for lists

Users are now able to choose their preferred list to be displayed when opening the Vision Purchase app. (CR2202-0202)

22.20

New security rights for password and user state resets

New security rights have been created to allow specific users (other than Administrators) the ability to reset user passwords and user states in Sybiz Vision. These two new security rights are separate and can be configured for individual roles, allowing more flexibility with security management. (CR210445995)

Improvements to Stocktake Management

A new export option is now available which enables users to export all lines from a stocktake into a Microsoft Excel spreadsheet. This spreadsheet can be edited and then reimported back into Sybiz Vision. In addition, a location selection is now required when creating a stocktake in databases with multiple locations to reduce user error with the previous default location behaviour. (CR2106646357, CR210446111)

Landed Costs copied with Stock Transfer

Now when a user creates a Stock Transfer that has Landed Costs using 'New From', the Landed Costs also copy to the newly created Stock Transfer, saving users additional time and effort. (CR211046993)

Sales Representative shown in standard Jobs grids

A new column has been added to the standard Jobs grid that displays the allocated sales representative for a specific job, giving more information to users on the fly. (CR2203-0433)

Net Price Exclusive shown on enquiry screens

A new column that displays Net Price Exclusive, taking into account discounts applied, has been added to enquiry screens. This information was previously only available on sales transaction screens and removes the need for manual calculation from enquiry screens. (CR2202-0252)

Multi-select transactions in Purchase Management

The multi-select functionality you already love in Sales Management is now available in Purchase Management. Users can now group and multi-select transactions and easily convert purchase orders and deliveries into invoices, for example. Users can right-mouse click on the group header to consolidate, or you can select multiples by right-mouse clicking outside of the group. (CR210646313)

Documents can be edited and saved from transactions

Documents in the Document Store now allow a local copy to be saved anywhere on your machine, allowing users to be able to edit and save these documents in the designated program, such as Microsoft Excel. The 'Edit' option in the menu has now been changed to 'Open' to reflect this change. (CR211147135)

Purchase Requisition status visible on the transaction

The status of a purchase requisition is now displayed on the transaction screen in addition to the Purchase Requisition Management screen in read-only format, making it easier for users to see the stage of a requisition. (CR2111046992)

Weight and volume columns in transaction lines

New weight and volume columns have been added as line options for sales and purchase transactions. These values are represented on a per unit basis to give users added information at a glance and additional flexibility with conditional formatting to highlight excessive weights and volumes. (CR210446133)

Profitability information in Service transactions

New read-only columns have been added to Service transactions that can display profitability information including Gross Margin, Margin %, and Markup %. These new columns are tied to security rights under Sales > Debtors that allow administrators to manage what roles can view this information and are functional with custom formatting options. (CR211147160)

View clearing status of Pay & Process accounts

Users are now able to view the status information of clearing accounts that have been used for Pay & Process directly from the General Ledger enquiry screen. This new option gives users the ability to drill down on the transaction and view whether it has been cleared, when and by which user. (CR210846784)

Templates no longer mandate a location

All templates in Sybiz Vision no longer mandate a location on set up. This allows default locations for customers or suppliers to be populated when utilising the templates, rather than amending them after the fact. This change affects all templates, including Jobs and Service. (CR210546157)

Improved cleanse systems for invalid records

Cleanse wizards will now continue processing when errors are encountered. On completion of possible cleansed records, an overview of any errors will be displayed for users to review and manage. (CR210445996)

Tax Manager updates for UK businesses

To help UK businesses more effectively manage their unique VAT requirements, Tax Boxes 1 & 4 now read information from GL accounts in Sybiz Vision. This change allows UK businesses to process postings to General Ledger accounts for more accurate VAT returns. (CR210846790)