MYOB Exo Business. Version History x

Transcription

1 MYOB Exo Business Version History 2017.x

2 Contents Introduction 4 Exo Business New Features... 5 PO from SO Alternate Suppliers... 5 Deferring Remittance Mailshots... 6 Client Upgrade Installer... 7 Performance Improvements... 7 Exo Fixed Assets Updates... 8 Interface Updates... 9 Stock Item Lead Times New Remittance Address Function Copying Extra Fields Resolved Issues Exo Business Core Exo Job Costing Clarity Reports Exo Fixed Assets Exo Business New Features Exo Fixed Assets Refresh Installer Update Interface Updates Reprinting Creditor Remittances User Feedback Resolved Issues Exo Business Core Exo Job Costing... 24

3 Exo Clarity Exo Fixed Assets Exo Business New Features Updates to Exo Clarity Interface Enhancements New Company Colour Settings Geolocation Service Change Exo Job Costing Date Controls Controlling Access to Job Line Write Offs Update to SQL Widgets Enhanced Invoice Search Documents on General Ledger Accounts Transaction Type on Cashbook Transactions Update to ABN Verification Financial Year Validation in Exo Fixed Assets Resolved Issues Exo Business Core Exo Job Costing Exo CRM Exo Clarity New Profile Settings 45 Added in Added in Added in

4 Introduction This document contains a compilation of the Release Notes information for all previous MYOB Exo Business releases from onwards. Information for each release includes, where appropriate: New Features, which describes all new features introduced in the release. Resolved Issues, which describe all issues that were addressed by the release. The New Profile Settings section at the end of this document details any profile settings that were added or changed in each release. Note: For details of the most recent release, see the MYOB Exo Business Release Notes document on the Exo Business Education Centre.

5 Exo Business New Features PO from SO Alternate Suppliers This release adds the ability to select alternate suppliers for stock item lines when generating Purchase Orders from a Sales Order. Selecting More Actions > Generate PO(s) on the Sales Orders window opens the Generate Purchase Order(s) from Sales Order window as normal. Any lines where the stock item has alternate suppliers set up will display the number of alternate suppliers in parentheses: You can right-click on a line with alternate suppliers and select Alternate Suppliers to open the Alternate Suppliers / Stock Codes window: and costing, which will be copied to the new Sales Order. s details

6 Deferring Remittance Mailshots Exo Business In previous releases, after generating a creditor payment batch using the Creditors Payment Processor, if you were using the mailshot function to send remittance advice, it would launch after the batch was created, and could not be re-opened at a later time. This meant that remittance advice could only be sent immediately after generating a payment batch a workflow restriction that made the mailshot an unsuitable option in some cases. Note: To send remittance advice using the mailshot, the Use Mailshot for printing and ing remittance when paying by D/C option on the Payment Processor General Setup window must be ticked. This release adds the ability to recall creditor payment batches and send or re-send remittances via mailshot, which allows the sending of remittances to be deferred until some time after the batch is processed. A new Print/ Mail Shots button is available on the Creditors Payment Processor window: Clicking this button opens a new window where you can search for previously processed payment batches: Select a batch to open the Mailshot window showing all remittances from the batch, allowing you to send or re-send them as necessary.

7 Client Upgrade Installer Exo Business This release adds a new installer executable, ExoClientInstall.exe, which is designed specifically for upgrading existing client installations of Exo Business quickly and easily. The installer detects the current previous configuration and replaces all existing Exo Business files, including executables and ExonetLib.dll, with new versions. It does not affect any server components, e.g. the Exo Business database. The default installation takes only two clicks if you tick the Install additional applications option, an extra screen lets you add new Exo Business components that t currently installed. The installer handles exceptions, such as checking that the client is not running Exo Business when they are installing. Performance Improvements This release includes improvements to the performance of the Exo Business system when invoicing. Performance has been significantly improved when processing Debtor invoices, when processing Job Costing invoices and when allocating stock to billing schedule invoices.

8 Exo Fixed Assets Updates Exo Business This release includes updates to the Exo Fixed Assets module, building on the enhancements made to this module in the release. Asset Activities This release adds the ability to associate activities (tasks and appointments) with assets. An Activities tab has been added to the main Fixed Assets window, where you can add and edit activities for the asset: An Asset field has been added to the Activities window, so you can associate new or existing activities with an asset:

9 Multiple GL Account Groups Exo Business It is now possible to select multiple GL Account Groups to use with Exo Fixed Assets. The dropdowns on the Admin > Exo Fixed Assets > Asset Defaults screen in Exo Config now allow multi-select: When specifying a GL Account for an asset, accounts from all groups chosen here will be available for selection. Interface Updates Saving Form Positions You can now save the position of the main forms of all Exo Business modules (with the exception of Exo POS, which always opens fullscreen). The right-click menu on the title bar of each module now includes a standard Form Position submenu that lets you The system also now saves the layout of the Menu Favourites pane if the pane is pinned open, it will remain open the next time the module is opened, and the width it is set to will be preserved.

10 Inserting Multiple Lines in Purchase Orders Exo Business It is now possible to insert multiple lines into a Purchase Order at once. When selecting stock items on the Stock Search window, you can select multiple items and click Save & Close to insert all selected items into the order at once. This also applies when selecting styles from the Style Picker window all styles you select will be inserted into the order in one operation. Multiple items can be inserted at any position in the order press the Insert key to add a single blank line at the position you want, then search for items from that line, e.g. enter? and press Tab to search for stock items or enter / and press Tab to select styles: When the items are added, any existing items below that position will be moved down to make room for them:

11 Title Case on Extra Fields Exo Business The release added the option to automatically convert the display names of ls in the Exo Business interface, this feature has been changed to convert Extra Field display Default Creditor Invoice Mode A new profile setting, Default creditor invoice mode for new account, lets you set the Default Invoice Mode for new Creditor accounts (GL or STOCK). This simplifies the process of adding new Creditor accounts by removing the need to check the Details 2 tab for this setting (in previous versions, if a Creditor account remained on the incorrect invoice mode, this could cause problems when entering invoices for the account if the user forgot to change the invoice mode). Creditor Payment Processor Warning Messages Error messages that are generated when a batch of Creditor Payments is processed now identify the account that caused the error, making it easier to identify and correct the error: Stock Item Lead Times Lead times from the relevant Creditor accounts are now recorded against stock items in the SUPPLIER_STOCK_ITEMS table. This means that lead times for alternate suppliers can now be displayed on the Alternate Suppliers / Stock Codes window (see page 5). It also means that the Due Date for each line on a Purchase Order is now calculated based on the lead time for the stock item on that line. New Remittance Address Function When remittance advice is sent to a Creditor, the address to use is now determined by the new GetCRRemittance database function, which means that determines the address to use in the following order of preference: Remittance Contact address on the Creditor account address of the primary contact on the Creditor's account address on the Creditor account

12 Copying Extra Fields Exo Business This release adds the ability to control whether or not Extra Field values are copied when copying Sales Orders, Purchase Orders, Debtor Invoices and Jobs (previously, this was only possible when copying Assets, Opportunities or Opportunity Quotes). The Copy field dropdown is now available when setting up Extra Fields on the SALESORD_HDR, PURCHORD_HDR, DR_TRANS or JOBCOST_HR tables: This setting behaves as it does for the other supported record types options: it has three Always the Extra Field will not appear on the Copy window; it will always be copied when a record is copied. Never the Extra Field will not appear on the Copy window; it will never be copied when a record is copied. Prompt for value the Extra Field will appear in the Extra Fields section of the Copy window, where the user can choose to keep the original value or enter a new one.

13 Resolved Issues Exo Business Core Service Request ID Description When generating a Creditors Invoice for a Creditor with a default GL code, clicking or tabbing away from the Price column on the first invoice line would cause the quantity to be reset to 0. This has been resolved When generating a Creditors Invoice for a Creditor with a default GL code, clicking anywhere on the grid would add a line with a quantity of 1. This has been resolved In some cases, when the C (Confirmed) column on the Purchase Orders window was ticked, its state would be set back to unticked when the order was saved. This has been resolved If a bank feed rule was saved without specifying Rule Conditions, then the rule would be applied to all data in the bank feed. This has been resolved; if no Rule Conditions are specified for a bank feed rule, it cannot be set as Active. If an active rule exists with no conditions, it will not be applied to the bank feed data. - Date-type Extra Fields could not be given non-constant default values, e.g. by using SQL functions like GETDATE(). If an Extra Field was set up in this way, errors would occur when attempting to add a new record that used the Extra Field. This has been resolved; the system now supports SQL Server keywords or functions in Date-type Extra Fields. - When a Creditors Invoice was created from an Inwards Goods Receipt, all columns would be copied to the invoice, including discount, but the line total would be calculated without the discount. This has been resolved. - When a line was added to a Purchase Order, Exo Business would determine the best price/discount combination for the supplier based on the default quantity of 1, and would not update this if the quantity was edited. This has been resolved; prices are now re-checked when the values of the Qty or Qty Ord columns are changed. - The Components tab of the Bill of Materials window right-aligned numerical stock codes and left-aligned alphanumerical code. This has been resolved; all stock codes are now left-aligned on this grid. - If a user clicked on a row on the Purchase Orders window, then rightclicked to add a narrative to the row, the New Narrative window opened twice. This has been resolved. - Pressing the F1 key opened the Help files twice. This has been resolved. Exo Business 2017.x Version History Page 13 of 46

14 Exo Business Exo Job Costing Service Request ID Description When a new line was added to the Direct Material Entry window using the New line copies from line above button, some fields on the new line could not be edited (these fields would become editable if the user re-typed the job code). This has been resolved. - The New line copies from line above button on the Direct Material Entry window did not display when it was toggled on. This has been resolved. Clarity Reports Service Request ID Description - Report thumbnails are now disabled on the Print Preview window. (Thumbnails can appear on the Preview tab of the Clarity Report Designer, depending on the User Interface > ThumbnailSettings settings.) - The Parameters panel would appear for.clf files if a.cls file with the same base name existed. This has been resolved. Exo Fixed Assets Service Request ID Description String truncation errors could occur when calculating depreciation, if an asset had a long description. This has been resolved. Exo Business 2017.x Version History Page 14 of 46

15 Exo Business Exo Business New Features Exo Fixed Assets Refresh This release updates the MYOB Exo Fixed Assets module, adding numerous features that are standard in other Exo Business modules. This provides a stable foundation for updates to asset management functionality, to be introduced in future releases. Main Form The main form of Exo Fixed Assets now features a Menu Favourites sidebar and standard business flow menus you can set up and edit business flow menus for Exo Fixed Assets in Exo Business Config in the same way as you can for other modules. A default menu, including tabs with dashboards, is added in this release: Exo Business 2017.x Version History Page 15 of 46

16 The default business flow menu has the following tabs: Exo Business Assets This tab contains a dashboard layout with new widgets that let users access asset records and functions. Activity This tab contains the standard Activity Search and Recent Items widgets (recently used assets now appear on the Recent Items widget). Dashboard this tab contains an empty dashboard interface, where you can place your own custom dashboard widgets. Education Centre tab This tab displays the standard Education Centre widget, which displays the Education Centre website inside the Exo Fixed Assets interface. The default dropdown menu has also been updated in this release. New options, including the Menu Designer and Setup Widgets windows can be added to Exo Fixed Assets. New setup windows for Asset Groups and Asset Locations (see below) are available for adding to menus, where previously they could only be accessed from Exo Business Config. Asset Setup Setup options for Exo Fixed Assets can be configured in the Admin section of Exo Business Config as in previous releases. This release adds separate windows for the Setup Asset Groups and Setup Asset Locations sections, which can be added to dropdown menus in Exo Fixed Assets New columns are available on the search screen of the Setup Asset Groups section and window, showing more information about each group: Exo Business 2017.x Version History Page 16 of 46

17 Asset Search Exo Business A new Asset Search dashboard widget is available. This widget functions in the same way as the existing search window for assets, and is available on the default business flow menu added in this release. Exo Fixed Assets now supports the Extra Search Fields functionality that is available for other search windows. To add search fields to the Asset Search window/widget, configure the new Extra Fixed Assets Search Fields profile setting this setting works in the same way as the existing settings for other search windows. Copying Assets This release adds the ability to speed up the creation of assets by copying an existing asset. Copy an asset by right-clicking on it in the search window/widget and selecting Copy. A confirmation window appears, showing the details of the asset being copied: Click OK to create a new asset record with the same details as the original. The new l be unique and the Asset Code will be blank, so must be entered before the new asset is saved. Depreciation Stored Procedure The depreciation calculations used by Exo Fixed Assets have been moved to a stored procedure in the Exo Business Database. The new procedure, CalculateAssetDepreciation, performs the same depreciation calculations as in previous versions; however, it can be modified and customised to change the depreciation functionality as necessary. Support for exo:// Protocol This release updates the exo:// protocol to support asset records. A new fixedasset command is available, which can be used in two ways: exo://fixedasset(x) opens the asset record with the specified Asset number. exo://fixedasset?search=xyz searches for asset records that match the search terms. Note: To use the new command, you must replace the exoprotocolhandler.exe file with the version of the file supplied with this release. This must be done on all PCs that use the exo:// protocol. Exo Business 2017.x Version History Page 17 of 46

18 Asset Management Exo Business The main asset register window has been updated to support standard features from tandard Save and Save & Exit buttons, and the body of the window now organises information into tabs New Tabs on Asset Records 19). Asset Details Exo Fixed Assets now lets you specify an image for each asset, in the same way that images can be specified for stock items. A new Picture URL property is available on the main Asset Register window click the edit button next to this field to select the image file to display. Images must be stored in the location specified by the Folder location for images profile setting. This release updates the constraints on some asset details: The Asset Code is now required to be unique. (The Asset Code has always defaulted to the Asset Number, which is unique.) Name can be up to 40 characters now this avoids names being truncated when an asset is created from a Creditor Invoice. Exo Business 2017.x Version History Page 18 of 46

19 Extra Fields Extra Fields can be set up on the ASSET_REG table Asset Records Exo Business the first three of these fields now New Tabs on A new SUP_WARRANTY_EXPIRY field has been added to the ASSET_REG table. This field defaults to START_DATE + one year. It can be added as an extra field on the Exo Fixed Assets window or as a search field on the Asset Search window/widget (see Asset Search 17). Reports contains a dropdown with options to print the new Asset Details (AMDetails.CLF) and Asset Label (AMLabel.CLF) reports: New Tabs on Asset Records The Asset Register window is now a tabbed interface, containing standard tabs that are available on most other account windows. The asset code and name are always displayed above the tab bar. The following tabs are available: Details this tab contains the existing asset details from previous versions. Extra Fields any Extra Fields that have been set up on the ASSET_REG table in position 4 and onwards appear on this tab. Transactions this tab contains a dashboard layout with an Asset Transactions widget that displays all transactions related to the asset. Notes a standard tab where users can enter freeform notes about the asset. History Notes a standard tab where users can add, edit and delete more formal notes about the asset. Documents a standard tab where users can add external documents to the asset account. As with other Documents tabs, users can open the Document Manager utility from this window, and documents can be added to the tab by dragging them onto the tab. Note: Widgets on the Transaction dashboard can use the Current Asset parameter (@CURRENT_ASSET) to display data specific to the asset being edited. Exo Business 2017.x Version History Page 19 of 46

20 Installer Update Exo Business This release updates the default SQL password when an instance of SQL Server Express Edition is installed using the Exo Business installer. The default logon details for the new instance will be: Username: sa Password: Ex0admini trat0r The new default password meets current recommended password complexity levels. Interface Updates In addition to the Exo Fixed Assets refresh, this release includes updates to the user interface in other modules to display more information and improve usability. Purchase Order Window The Purchase Orders window has been updated to make it consistent with the Sales Order window: address. Keyboard shortcuts are available for the New Order (Alt+O) and New Quotation (Alt+Q) options. Note: The Enable extended purchase order statuses profile setting must be ticked to make these options available. Works Order Costs The system now records the stock transaction related to each line of a Works Order. This means that when reviewing a completed Works Order, the costs for each line are the costs that were actually used at the time the order was processed, where previously the order would display the current unit costs on each stock item. Staff Details required to be all capitals, e.g. JOHN MCDONALD. This release removes this restriction; staff details can now be in mixed case, e.g. John McDonald. Exo Business 2017.x Version History Page 20 of 46

21 Report Parameters and Preview Windows Exo Business This release includes updates to the Clarity Report Parameters and Print Preview windows. The Clarity Report Parameters window now displays the name of the report and the The report file is also displayed on the title bar of the Print Preview window, and Print to File and Report buttons are available on its toolbar: Note: When printing to a file from either of these two windows, the location to save the file to now defaults to the location specified by the Folder location for documents Temp directory. Exo Business 2017.x Version History Page 21 of 46

22 Reprinting Creditor Remittances Exo Business This release adds the ability to reprint Creditor Remittance advice. A new Re-Print Remittance option is available when right-clicking on a payment on the Transactions tab of the Creditor Account Details window: Clicking this button displays the Payment Remittance form (CRPMTRemit.CLF), which can be printed or ed from the Print Preview window. User Feedback This release adds new options for sending feedback to MYOB. From time to time, a Give feedback button may appear on windows in the Exo Business system. You can click this button to open a window where you can provide feedback on your experience with the features that the window relates to. We greatly appreciate any insights you can give us guide the ongoing development of Exo Business. your feedback will be used to Exo Business 2017.x Version History Page 22 of 46

23 Resolved Issues Exo Business Core Service Request ID Description When a Creditor Invoice was receipted from the new Purchase Order grid, incorrect GST rates could be added to the invoice lines. This has been resolved. The amounts in the Sell Prices section of the Stock Item Details window were truncated if they had more than two decimal places. This has been resolved. If the profile setting Allow manual entry of discounts on creditor invoice and purchase order lines appear when a user attempted to create a Creditor Invoice. This has been resolved When running a mailshot, only the first 50 characters of addresses were passed in to the MailShot window, even though Debtor and Contact addresses can be up to 60 characters. This has been resolved The Save column settings right-click option on the Purchase Order grid did not work changes that had been made to the column layout were not saved. This has been resolved cost price would be used when the order was processed. This has been resolved. - When posting realised gains or losses via the Foreign Exchange Rate Variance Calculator, unrelated Debtor and Creditor transactions could be posted as well, resulting in ledger imbalance warnings. This has been resolved. - Fields in the status bar of the Works Orders window could overlap. This has been resolved. - When the client Settings window opens if a user attempts to send an and the SMTP settings have not been set up. If the user clicked Cancel in this situation, then tried to send the , the SMTP Server Settings window would reappear and could not be dismissed. This has been resolved. - It was not possible to add widgets to the Analysis tabs on various windows; when a widget was selected, the main form took focus instead of the dashboard pane. This has been resolved. - Debtors Batch Receipts posted to the General Ledger were incorrectly included in the Direct Postings amount, which could cause imbalances. This has been resolved. Exo Business 2017.x Version History Page 23 of 46

24 Exo Business After submitting a Bank Feed application, the Business Reference Number field would be blanked out, making submitting a subsequent application impossible until the user closed the Bank Feed Application window and reopened it. This has been resolved. - The positioning of Extra Fields on the Creditor Invoice window was inconsistent with the rest of the system. This has been resolved; Extra Fields now appear in rows of three, i.e. the fields with the Position values 1 3 appear on the first row, fields 4 6 appear on the second row and so on. - Default Invoice Mode GL code was selected, then when creating a Creditor Invoice for that account, using the mouse scroll wheel would add new lines with the default code, as if the down arrow key had been pressed. This has been resolved. - If the Company Name entered on the Company Details screen of Exo Business Config included an ampersand (&), two ampersands would appear when the name appeared on other windows. This has been resolved. - Expense transactions created in the Integrated Cashbook were always saved as tax-inclusive, which could result in an incorrect GST amount appearing on the related invoice. This has been resolved. - When matching addresses on the Confirm Location window, if an address included a unit number, e.g. 5/24, the unit number would be omitted when - If an Extra Field of the type NVARCHAR had been defined for Sales Orders, it was not possible to copy a Sales Order when the Extra Field was blank. This has been resolved. Exo Job Costing Service Request ID Description The Document Manager menu item did not work when added to a menu in Exo Job Costing. This has been resolved The Default Stock Code field on the Setup Job Resources window was hard-coded to 15 characters. This has been resolved; the size of this field is now based on the Stock item code size profile setting (which defaults to 23). - Fields in the footers of the Job Details window overlapped when they contained large values. This has been resolved. - Job write-offs did not handle serial numbers correctly. This has been resolved; when a serialised line is written off, the serial number record is now set to INST the same as if they had been Adjusted Out from the Stock Movement Transactions window). The JOB NO and JOBLINESEQNO are retained for audit/history purposes. - When the Exo Serviceable Units module was added to a system, no default Class, Make or Model records were set up, which meant that error messages would appear if a user tried to create a Serviceable Unit before setting up these records. This has been resolved; default records are created when Exo Serviceable Units is installed. Exo Business 2017.x Version History Page 24 of 46

25 Exo Business If Exo Serviceable Units was installed without Exo Job Costing, an error message would appear if a user clicked the New Job button on the Exo Serviceable Units windo button now displays a message informing the user that Exo Job Costing is not installed. - If the main Job Details window was maximised, it returned to its last saved size and position when the user clicked Save. This has been addressed the window may resize the first time Save is clicked, but will remain maximised after that. - Extra Fields in positions did not appear on Serviceable Units. This has been resolved. Exo Clarity Service Request ID Description Changing an OrderBy parameter on the Print Preview window and clicking Refresh did not update the ordering of the report. This has been resolved. - Unnecessary page breaks could appear in the output when a report with a large number of rows (more than 1,500) was exported to Excel. This has been resolved. Service Request ID Description The Unposted Transactions value on the Payables Reconciliation Exceptions report was incorrect, due to an error in the Creditors Imbalance Reasons function (FN_GET_CREDITORSLEDGER_IMBALANCEREASONS). This has been resolved. - The Orders List (Classic) widget displayed lost quotations as processed orders, which overstated the value or orders. This has been resolved. Exo Fixed Assets Service Request ID Description - This issue was resolved in the Service Pack. When posting asset depreciation transactions to the General Ledger, the accumulated depreciation leg of the depreciation posting had the GL Subaccount number set to the value of the GL Account number. This has been resolved. Exo Business 2017.x Version History Page 25 of 46

26 Exo Business Exo Business New Features Updates to Exo Clarity This release includes a major upgrade to the Exo Clarity report builder, which adds new functionality and interface improvements. These are detailed below. New Report Components Three new report components are available on the Advanced Components toolbar: PaintBox, TableGrid and Google Map: PaintBox You can use the PaintBox button ( ) to place a canvas area on the report that can then be drawn on programmatically using the Calc tab. By adding code to the OnPrint event, you can create shapes and text that might otherwise be impossible using other report components. The updated Exo Clarity Help (see page 30) contains information on how to write code for a PaintBox component. TableGrid The TableGrid component lets you organise report components into a table layout. Use the TableGrid button ( ) to add a table to the report. By default, tables have one row with three columns right-clicking on the table gives you options to add and delete rows and columns. You can place other components on the table by clicking on then clicking on the cell you want to place it in. As the table is moved or resized, all components on it move and resize with it. The table appears in the Report Tree, showing all columns, rows and cells, as well as the components that have been placed on it: Exo Business 2017.x Version History Page 26 of 46

27 Exo Business Exo Business 2017.x Version History Page 27 of 46

28 Google Map Exo Business The Google Map component adds an image that displays data from Google Maps. Note: This release simply allows you to display maps future releases will build on this functionality by, for example, allowing you to add markers to a map. Add a map using the TableGrid button ( ), then edit its properties in the Report Tree to set up the information that it displays. You can specify the street address or latitude/ longitude coordinates to centre the map on, and a zoom level to determine how closely the map should zoom in on the address/coordinates. The MapType property controls the kind of map to display: a road map, a satellite photograph, a hybrid map showing roads overlaid on a satellite photograph, or a terrain map. Note: As with all components, you ca s properties using code entered on the Code tab. This allows you to change a s appearance dynamically, e.g. by loading the values of Debtor ad s Address property, you can display a map next to each Debtor record showing its address. Design Tab Zoom Setting A zoom control is available at the bottom right of the Design tab: You can use this control to zoom in and out on the Design tab, which can be useful for positioning report components in fine detail, or for seeing an overview when editing a report that is too large to fit on the Design tab without scrolling. You can also use CTRL+UP ARROW and CTRL+DOWN ARROW to zoom in and out. Exo Business 2017.x Version History Page 28 of 46

29 Design Layers Exo Business Reports can now contain multiple layers, each with its own content. Design layers are displayed on top of each other, allowing you to place elements like background images, watermarks or header/footer images into a background layer without affecting any parts of the main report in the foreground layer. Background layers can also be saved and loaded independently of the main report, so that you can create reusable report elements or templates that are common to all of your reports. Note: In previous versions, the Page Style report band was used to contain background elements like watermarks. Enabling the Page Style option in the Report menu now adds a new page layer containing only a single Page Style band. All design layers in the report are displayed on the Report Tree. Initially, there is only a single Foreground layer; if more layers are added, tabs appear at the bottom of the tree, allowing you to switch between them: Whatever layer is selected in the R canvas, with all other layers appearing greyed out behind it. top of the report To add a new layer, right-click on Design Layers and choose one of the following options: New Page Layer adds a new design layer that contains only a single Page Style report band. New Band Layer adds a new design layer that contains all of the report bands that are in the Foreground layer. You can right-click on a layer in the Report Tree to access management options, including Open and Save options that let you save a layer to an.ltm file and reuse it by opening it in other reports. Note: The Open and Save options are not available for the Foreground layer. Exo Business 2017.x Version History Page 29 of 46

30 Updates to the Preview tab Exo Business The Preview tab now has page thumbnails down the left side of the tab: A search box is available above the thumbnails Find Text to locate that text in the report. il to jump directly to that page. you can enter search terms and click Note: You can enable and configure the thumbnail and text search controls by s properties in the Report Tree - edit the TextSearchSettings and ThumbnailSettings properties under User Interface. A new right-click menu is available on the Preview tab. The following options are available when right-clicking on the preview: Zoom Tool when this option is selected, clicking on the preview zooms in. Scroll Tool when this option is selected, you can click on the preview and drag to scroll. Print prints the report (same as clicking the existing toolbar button). Find turns the text search options on and off. Hide Thumbnails/Show Thumbnails turns the page thumbnails on and off. New Exo Clarity Help The Online Help for the Exo Clarity module has been completely rewritten. The Help has been re-organised to make information easier to find; expanded to include more detail on the available settings and options in the Exo Clarity interface; and updated for all of the changes introduced in this release. You can access the Exo Clarity Help on the Exo Business Education Centre. Exo Business 2017.x Version History Page 30 of 46

31 Other Updates to Exo Clarity The Exo Clarity upgrade also features the following enhancements: Exo Business CheckBox components now allow for three possible states: checked, unchecked and greyed-out. The AllowGrayed property determines whether or not the greyed-out state is available. You can now specify a hyperlink for Image components. Tick the new HyperlinkEnabled property and enter a URL for the Hyperlink property, and the image will open the specified URL when clicked on. (The hyperlink can include an exo:// protocol link.) You can now right-click on components and report bands in the Report Tree to access the usual right-click options for the component/band. The new Gradient dropdown on the Draw toolbar makes it easier to add a gradient to a shape by providing options for the direction and colour picker controls for the start and end colours: The Rich Text Editor has new dropdown controls for bulleted/numbered lists, New buttons are available on the Format toolbar for aligning text to the top, middle or bottom of the bounding box and for moving components forward or backward by one place: A new OnCreateDrawCommand event is available for all report bands. This event fires each time the band prints on a page you can use this event to add additional draw commands to the page. Exo Business 2017.x Version History Page 31 of 46

32 Interface Enhancements Exo Business This release adds a variety of enhancements to user interfaces throughout Exo Business, which improve workflows and make data more visible and easy to read. Menu Favourites Note: Video Help is available for this feature on the Exo Business Education Centre. A new Menu Favourites control is available at the left of the major Exo Business modules. Clicking on this control (or pressing CTRL+SPACE) opens a pane containing commonly and recently used menu options: Clicking the push pin icon at the top right of the Menu Favourites pane keeps it open and permanently docked on the left of the interface. The Menu Favourites pane allows end users to customise their menu options without requiring access to the Exo Business Configurator. After upgrading to Exo Business , the system monitors the menu options each user selects and updates the Menu Favourites pane accordingly. A separate list of recently and commonly used menu items is saved for each user. Customising the Menu Favourites Pane Users can customise the items that appear in each section by right-clicking on them, which gives access to the following options: Always show this item the item will always appear at the top of the section. Never show this item the item will never appear on the Menu Favourites pane, no matter how often it is used. Show hidden items this shows any items that have been hidden by the Never show this item option, so that they can be restored. Exo Business 2017.x Version History Page 32 of 46

33 Exo Business Each section of the Menu Favourites pane can be collapsed and expanded by clicking -size each section and reorder the sections by clickin Searching for Menu Items The Menu Favourites pane also includes a Search box you can enter search terms into this box to search all menu options that are available to the user, i.e. the search only returns menu items that have been added to the dropdown menu for the logged in user. Cloud Service Status Icon A new icon at the bottom of the major Exo Business modules displays the status of the Exo Business cloud services (such as Bank Feeds, geolocation features and ABN lookups): The icon indicates one of the following statuses: - Cloud services are available - Cloud services are not currently available - Cloud features have been disabled You can click on the icon to check the status again. The system polls the status on first login, when a new user logs in or when the user chooses to refresh database settings. Note: This icon replaces the Check Online Connectivity button on the About window, which has now been removed. Exo Business 2017.x Version History Page 33 of 46

34 Exo Business Stop Credit Options when Receipting Payments This release updates several interfaces. in red, and includes a checkbox to take the Debtor on or off Stop Credit: includes a right-click menu option to take the Debtor on or off Stop Credit: and These features already existed on the Payment/Receipt Entry and Payment/Receipt Batch Entry windows. For all windows, the option to turn Stop Credit on or off for a Debtor account is now governed by the Debtors account access level profile setting; t be able to use the Stop Credit option. Exo Business 2017.x Version History Page 34 of 46

35 Company Type on Contacts Exo Business The Account Type column on the Accounts tab of the Contacts window now displays - for the type (1 = Debtor, 2 = Creditor, 3 = Non-Account). Opportunity Seqno A new Seq No. column is available on the Opportunities tab of the Debtor Account Details, Creditor Account Details and Contacts windows. This column displays each Note: The new column can be turned on or off by right clicking on the column headers and clicking Select visible columns. Creditors Payment Processor Default The payment method on the Creditors Payment Processor now defaults to Direct credit instead of Cheque. Saving Exchange Rates When editing currency exchange rates in Exo Business Config, if the user makes changes and clicks the Re-evaluate button without saving, the changes are now saved automatically before the re-evaluation is performed. Sentence Case on Extra Fields In previous versions, the display names of Extra Fields were automatically changed to sentence case at runtime, i.e. in Exo Business Config, the name appeared as it was entered, but when the field appeared on a window, its name would be rendered in sentence case. However, sentence case is not suitable for names, display names appear on interfaces as they are entered in Exo Business Config. When an Extra Field is saved, a message is displayed asking the user if they want to convert the name to sentence case, but this is optional: Note: In an upgrade to Exo Business , all existing Extra Field display names are converted to sentence case in the Exo Business database. This ensures that existing Extra Fields will continue to appear as they did in previous versions; they can be edited and re-saved if you want to change them from sentence case now. Exo Business 2017.x Version History Page 35 of 46

36 New Company Colour Settings Exo Business In previous releases, the colour of the status bar at the bottom of all windows could be changed by editing the Company user interface colour profile setting; this made it easier to differentiate between Exo Business companies in a multiple company scenario. This release introduces a new way of setting the company colour. A colour picker button ( ) is now available next to the Company name field on the Company Details screen in Exo Business Config. Click the button to open a colour picker window that lets you select any colour you want for the company colour: This makes it easier to pick a colour, and offers a much wider range of colours than the pre-set list that was available from the Company user interface colour profile setting. In an upgrade to Exo Business , the colour that had been selected for the Company user interface colour setting is preserved as the default for this control. The selected colour is displayed as the background of the Company name field. Geolocation Service Change Exo Business now uses Google Maps for geolocation functions. The geolocation service functions as it did in previous versions the only noticeable difference should be the appearance of the thumbnail image on the Confirm Location window. (While this update occurred around the time of the 2017.x release, it affects all versions that use geolocation features.) Note: By using geolocation features, you consent to send information to MYOB and for us to relay part of this information to Google Mapping Services in accordance with their privacy statement (see in order to retrieve mapping coordinates and confirmation of the existence of a physical address. Exo Business 2017.x Version History Page 36 of 46

37 Exo Job Costing Date Controls Exo Business Exo Job Costing now supports the Prompt for date on login profile setting, which allows you to pre-set the system date when you log in: The date you select will be the default for all new Job Costing transactions. (If the setting is disabled, the Windows system date is used.) If Work in Progress and Stock on Hand are not being tracked live in the General Ledger, but are only posted as closing values at the end of each accounting period, then financial period and date integrity may be less of a priority than freeform entry of transaction dates disabling the Enforce stock period locks in Job Costing Companylevel setting lessens the date constraints for the Job Costing module. When the Enforce stock period locks in Job Costing profile setting is enabled, a new dialog has been added to handle transactions that could run contrary to existing period controls: Note: Pressing CTRL+C copies the body text to the clipboard, so that users can paste it into a message if they need assistance with this dialog. This dialog appears when cancelling, writing off, moving or changing the quantity of a transaction line in a locked period. The default date is taken from the Windows system date or the pre-set system date (if Prompt for date on login is enabled). Any dates that fall inside a locked period will be greyed out. Exo Business 2017.x Version History Page 37 of 46

38 Controlling Access to Job Line Write Offs Exo Business A new profile setting is available to control access to the write off function for job lines. The user-level setting Allow job transaction line write offs is ticked by default, preserving the behaviour from previous versions. You can untick the setting to deny access to write offs the Write-off line option will be removed from right-click menus in Exo Job Costing. Update to SQL Widgets A parameter is available for Grid and Pivot dashboard widgets. When entered into the SQL statement that defines the widget, the parameter is replaced by the current GL account at runtime. When the SQL tab has been enabled for Grid and Pivot widgets (by enabling the Edit Pivot Widget SQL at runtime profile setting), the new parameter is available from the Parameter list dropdown: Enhanced Invoice Search The Invoice Search function for Creditors has been enhanced to match the functionality that exists for Debtor invoice searches. Enhancements include the ability 41). Exo Business 2017.x Version History Page 38 of 46

39 Documents on General Ledger Accounts Exo Business The General Ledger Account Details window now has a Documents tab: This tab behaves in the same way as the Documents tabs that are available on other records. You can add and remove documents using the standard document toolbar buttons, and you can attach a document by dragging and dropping it onto the Documents tab. Transaction Type on Cashbook Transactions Transactions entered using the Integrated Cashbook are now assigned a transaction type in the GLTRANS table for Cashbook-created transactions, the TRANSTYPE field is now populated as follows: Transaction type TRANSTYPE value Debtor Creditor General Ledger Expense Income BD BC BG BX BI Update to ABN Verification Exo Business includes the ability to verify ABN numbers entered for Debtor and Creditor accounts using an online service. The service verifies that ABNs are valid, and that they match the company name registered for them. This release adds the ability to exclude certain Debtor and Creditor accounts from the differs from the name registered against their ABN. A new Ignore ABN Check flag is available on the Details 1 tabs of the Debtor Account Details and Creditor Account Details windows. When this flag is ticked for an account, its ABN number will not be checked against the company name. Exo Business 2017.x Version History Page 39 of 46

40 Exo Business Note: setting ticking the flag only stops the system from checking that the ABN matches the company name. Financial Year Validation in Exo Fixed Assets The Exo Fixed Assets module now validates postings against the financial year users are prevented from posting in a new financial year until a Year End Rollover has been performed in Fixed Assets. In order to keep Fixed Assets synchronised with the Exo Business core module, the system needs to be told which financial year Fixed Assets is currently in the first time that Fixed Assets is run following an upgrade to , a window appears asking the user to specify the financial year: Once this has been established, the system keeps track of which financial year Fixed Assets is in compared to the Exo Business core. When an End of Year procedure is run in Exo Business, moving the system into a new financial year, Fixed Assets cannot post Fixed Assets into the same year as the core. Exo Business 2017.x Version History Page 40 of 46

41 Resolved Issues Exo Business Core Service Request ID Description This release adds a new control for setting the colour of the status bar in all Exo Business modules see page 36. This release resolves issues when searching for Debtor or Creditor invoices, as part of the enhancements to the Invoice Search function see page 38. This release resolves the following issues with recurring GL batches: Recurring batches with a null transaction date caused errors. When recurring GL batches were loaded, the current date was replaced with the date when the batch was first created. In both cases, the system now uses the system date (or the pre-set date, if the Prompt for date on login profile setting is enabled). On a Creditors Invoice, if an amount was entered into the Gross Total column, system rounding meant that the amount entered could be altered once the other values in the line were calculated. This has been resolved. Text entered into the Reference field in the Integrated Cashbook did not flow through to the General Ledger. This has been resolved. This release includes improvements to system performance when large nu calendar view. When a kit that is priced by total was added to a Sales Order and the price of all the component lines was zero, the total price for the kit was added to the first line, but as a negative value. This has been resolved. Unpresented transactions did not appear for previous bank reconciliations on the left-hand side of the Bank Reconciliation window. It was not possible to delete an unused General Ledger subaccount if the parent account was used on one or more stock items. This has been resolved. Exo Business 2017.x Version History Page 41 of 46