What’s New Sybiz Vision 23.00

Minimum supported version of Microsoft SQL Server

The minimum supported versions of Microsoft SQL Server for Sybiz Vision 23 have moved from 2012 to 2017. These compatibility levels are enforced with a message displaying on upgrade to version 23.00+ if the user’s minimum requirements fall outside of this scope prior to the database being upgraded.

We recommend that anyone upgrading their Microsoft SQL Server upgrades to the latest version available at the time, rather than to the minimum supported version, for not only greater longevity but also better performance capabilities.

Changes to the way foreign currency is displayed in transactions

The way foreign currencies for foreign customers are displayed on the transaction price dropdown has changed. Previously, the base (local) currency was displayed, however from version 23.00 the value will reflect the applicable currency of the foreign customer. This change is related to an enhancement that extends these changes to customer special prices.

New security extensions at role level

Individual tabs in Sybiz Vision can now be restricted, allowing administrators fine grain control over which user roles can add and edit changes in very specific areas of the software. View and/or edit access can be removed for certain functions such as images or adding and changing bank details for suppliers, or access to entire custom tabs where it is not applicable to the users role or a regularly required function.

These new security rights are only applicable to the Sybiz Vision desktop application and cannot be changed through Breakpoints or Web API functions, however, Breakpoints can extend customised security even further. (CR210445914)

New security rights for entering accounts in Cashbook

Additional security rights have been added to restrict unintended users from entering new or changing bank account details in Cashbook where EFT is ticked but there is no account already saved in Sybiz Vision to help prevent instances of fraud or error. These can be customised to each role or user to allow certain functions such as entering receipts but restrict outgoing payments to other users. Accounts are able to be secured individually by type (GL, CR, DR, JC, SV) from Administration > Roles > Transactions > Cashbook.  (CR210546169)

New ways to manage password security

System administrators are now able to set warnings in Sybiz Vision to advise users that their chosen password is insecure, inappropriate for their requirements or has been breached in some format online. Passwords can also be constrained to use certain types of characters, and a minimum length enforced for more secure passwords company wide.

System administrators can also now request all users change their password on their next login. This is especially useful if there has been a security issue within the business, or if you are setting up password constraints for the first time.

This new feature is not automatically enabled for existing customers who are upgrading but will be turned on as a default for new companies or new installs and applies to Vision mobile apps. Turn this feature on in the File > Settings > Password Constraints menu. (CR2204-0515)

Microsoft Windows Authentication for Sybiz Vision

Users are able to utilise their Microsoft Windows Authentication for login to Sybiz Vision instead of their unique Sybiz credentials if configured by System Administrators, adding further layers of protection to your data with multi-factor authenticators, especially when working off-site and making logging in even easier for employees.

Advanced Service Management

Service Management has been levelled up in Sybiz 23, now offering an advanced version for customers who need added functionality. Much like Advanced Jobs, Advanced Service brings with it service invoices and credits. Individual line items from service requests can now be put through as separate invoices and credits with different tax codes or requirements, allowing greater flexibility in the way service items are invoiced and credited. (CR190540967, CR201144895)

Other new features

Custom Enquiry Dashboards

Users now have the ability to access custom dashboards from enquiry screens, allowing easy access to visual data and quick comparisons on the fly. Visibly accessible from the Custom dropdown on enquiry screens, custom enquiries can be designed and added via the Administration tab > Custom Enquiries and then selecting Dashboard as the type. These effortlessly available dashboards can display grids, pivots, and graphs, just like standard dashboards, with individual panel sections able to be maximised and minimised as needed. If a panel is maximised and the enquiry screen closed, Sybiz Vision saves this preference to the user state. (CR170433473)

Add credit card surcharges in Quick Receipts

Credit card surcharges are now supported in the Quick Receipts function allowing easy percentage calculation of surcharges on payments received when needed.

Tax settings for these functions will need to be adjusted to allocate funds as GST applicable or non-applicable based on the primary nature of supply, affecting both Quick Receipts and Pay and Process. (CR200944552) 

Timesheet errors have moved to warnings

Job and Service timesheets in Sybiz Vision previously generated errors in instances where the time input exceeds the end date of the timesheet to prevent user error. This function has now changed to a warning, allowing users to process the timesheet where times do not exactly match but still warning them in case of error. (CR190540824)

New and improved Application Log

The Application Log now operates in a separate screen, allowing it to function and search while the user is utilising other parts of Sybiz Vision. The process is now driven by date range rather than restricted by the individual entries, and can be filtered by column, allowing for a more simple and efficient search process.

Change Log has a new look and feel

The Change Log is now presented in a grid rather than in text form, making it much easier to search, sort, filter, and apply date ranges. This enhancement speeds up the process when looking for changes, as well as making the entry and output of information more efficient. Users can also apply Ctrl + F to find specific information in the application.

Change Log is now available in CRM

As part of the above enhancement, Change Log has also been extended to the CRM module. The change log icon can now be found on the CRM ribbon bar so users can quickly see what has been changed in this area. (CR170634342)

User stamps in CRM and Notes

User stamps generated in Sybiz Vision's CRM activities, case files, and system notes now have an option to be added to the top or bottom of existing text for ease of use and for improved alignment with business processes.

New display for the Activity Store Grid

Users now have the ability to see case files, activities, leads or opportunities and their associated activity previews in a simple tiled view without opening up each individual activity. (CR2112-0040)

Extended customer special prices on transactions

All possible price calculations are now displayed on price dropdowns in open transactions, including customer special prices, discounts, and quantity related price specials (for example, customers receive a reduced rate if they purchase 10 or more of an item). This exciting change will allow sales reps and administration staff greater pricing clarity on the fly and provides a better sales experience for their customers. Selecting a new price from the dropdown does not affect the quantity of the transaction.

This enhancement is related to a change outlined in the Important Information section that extends these changes to customer special prices. If the transaction is for a foreign customer, all available prices will be displayed in the applicable foreign currency.

Price scales in Vision Sales mobile app

Users can now select their preferred price scales on sales quotes and orders in the Vision Sales mobile app. When selecting a location, the quantity on hand is now viewable at a glance for each location, making quotes and ordering more transparent in face-to-face sales. This functionality has been applied as part of the above enhancement (CR2206-0730, CR2206-0731)

New tracking on Quotes

New tracking on is now available on sales quotes. When a sales quote is processed and turned into an order or an invoice, users are able to track the quote process including changes to any individual line items. This makes it a quick and simple process for users to view the original quoted items and review this against what was actually ordered. (CR210846787, CR210946851)

Automatic refresh options for Custom Grids

Users are now able to choose how and when their custom grids refresh. Custom fields have two refresh options available, interactive refresh and auto refresh. With interactive refresh, the information will refresh each time you navigate back to the grid screen in Sybiz Vision. With auto refresh, users can choose a repetitive time frame for the refresh to occur; for example, every 5 minutes, or every 240 minutes (this time frame applies once the grid has completed the refresh).

Interactive refresh can also combine with auto refresh, this enables the information to refresh only if the time frame has elapsed. For example, a custom grid may be set to refresh every 10 minutes, however a user may be navigating in and out of the screen multiple times during that 10-minute time frame. The information will not update on interaction until 10 minutes has passed, enabling system performance to be more tightly controlled. Users can still right-click on the grid to manually refresh as needed.

Using automatic and interactive refresh options on grids with large amounts of data needs to be considered carefully to manage system performance. (CR210445882)

New types of enumeration on custom fields

Custom fields now have more options for sorting lists. In previous versions, all Sybiz Vision users only had the option of sorted lists for custom fields. Now users can choose from two options, Enumeration Sorted and Enumeration Unsorted. Enumeration Sorted lists are displayed alphabetical order, whereas Enumeration Unsorted lists are displayed in the order they are entered when set up making these lists more functional in the software. 

Lists can now also be exported, cleared, modified and reimported for easy alterations to existing lists. (CR180337083)

Tabbed based analytical pivots

Pivots in Analytics have become tab based, with pivots and charts now viewable independently of each other. This will be particularly useful for large pivots with a lot of data, or where users prefer to only look at numbers or a visual representation of trends. Where no cells are selected, all data will be displayed on the Chart tab, however users may select rows or columns of cells on the Pivot tab and have only that data displayed on the Chart tab. (CR170433473)

Chart dates are rolling 12 months

Charts in the debtor, creditor, and inventory ledgers are now based on a rolling 12 months from the current system date (still ordered by January - December). This upgrade to a rolling 12-month system allows users to more easily view data with a month-by-month comparison, year-on-year. Users can change their system session date as a once off as needed by clicking on the calendar date on the bottom right of the main Sybiz Vision screen and setting a specific date. (CR170433473)

New default unit of measure for products

New purchase and sales unit of measure defaults are now available for products, making it easier for users to buy and sell products at the preferred quantities. (CR210646252)

Improved mobile search in Vision Purchase app

Customers now have a better search experience for products with long descriptions, with the code and description now being displayed on separate lines and wrapping text for clearer information. (CR2208-1009)

Ability to change serial and lot numbers

Users now have the ability to make corrections to active serial and lot numbers. Simply type in the old (existing) serial number or lot number and provide the new number for the update to occur. This does not allow for the merging of lots, but should rather be utilised for error data entry corrections. (CR2204-0447)

New 'End of Next Month' trading term

A new trading term has been included in Sybiz Vision 23. Called 'End of Next Month' in look ups, this is now automatically available to allow for more flexibility in payment and trading terms for customers and suppliers. For customers who do not wish to use this trading term, it can be easily unselected in the Lookups menu. (CR210445855)

New columns available in Stocktake

New columns have been made available in Stocktake to let customers review values based on counted quantities, and the difference between the value on hand and the counted value. These new columns will help customers with large stocktakes who might need to check for errors and reconcile their stocktake. (CR211147158)

Job Estimate Templates now support New From

New Job Estimate Templates can now be created from existing Job Estimate Templates using the New From option, making Job Estimate Template creation even faster. (CR2207-0887)