Requires DB changes. You need to log all terminals out during upgrade

• Payroll tweaks
  • Added a 'Uploading data to STP screen'. Typically STP upload is sub second, but I have seen some slight delays so added a screen to show things are happening.
  • Staff permissions, renamed payroll declaration permission to 'Payroll Manager' .  Prior naming was potentially misleading.
  • Payment summary printout : include biz name + ABN
  • Slight bugfix with setting up staff. If you key in a state which isn't uppercase would cause STP export to flip out with a XSD validation error. C9 now forces state to uppercase.
• Payments/Bills stuff
  • Select bank for payment. Option to expose loan accounts to allow payment against a loan record.
  • Add invoice: ability to select GL code . e.g. for quarterly sales targets kickbacks you can now record against spares income instead of default (other income)
• Financial year report tweaks
  • Tweaks/fixes to supporting reports used to validate data in Financial year report
    • Historical Recv report : was not capturing parts on reserve. Now fixed
    • Workshop history report : was ignoring internal/PD/warranty stuff. Now fixed
  • Trading statement / P&L : stock figures did not include units. Now fixed.
  • Business -> Activity. Added some type/taxtype filter options to make searching/diagnostic work in this screen easier
  • Way bank fees were written into c9 from bank rec was broken. Was being pulled into P&L as tho it was profit (bank interest). Fixed and added code to retroactively fix older records.
  • trial balance printout from General Ledger.
• Profit summary report bugfixes which cause profit to be understated.
  • Generic Expense items was showing expense including GST, overstating the cost. Modified to so ex GST only figure.
  • Profit summary was not reporting on generic income : failing to report on additional income. Now added.
• Customer Order selection UI redesign
  • Search mechanics now work similar to orderbook. Type and it jumps to right section, instead of filtering output. Next button to cycle through options
  • Display deposit remaining
  • Sort order ui system now has a sort drop down instead of fake columns to click on.
•  Other
  • Bulk stock take import. Was ignoring location in uploaded file, and only accepting global location setting. Now repaired.
  • Mcleods image import, working again.
  • Auto stock take received items option was not actually working and was not flagging items stocked as stock taken. Now fixed.
  • Labels : add option to quickly clone an existing label config. Useful for duplicating configs with intent of binding different 'labels' to different label layouts for rapid selection of layout.
  • Cancel order invoice / cancel part on order : Show deposit remaining on nag and confirm screens.
  • View Contacts : new tab to browse trade customers.
  • Tweak to accommodate one C9 user who is now de-registered for GST. Option to default point of sale screen to GST Exempt.
  • Import C9 E-Ref spares order from another dealer. Will pre-populate order number field. e.g.:
    
• Unit Sale Paperwork
  • Victoria T&C
    • Minor legislative changes in 2018 (minor change in wording)
    • Different versions of contract for new vs used vehicles
    • Particulars page modified to include a declaration as to whether or not the odo reading is considered accurate. (only prints on used units and if odo is non zero)
  • NSW T&C - minor changes to accommodate either/or new/used sales and updates on references to state legislation
  • QLD T&C - minor changes to accommodate either/or new/used sales + a couple of other minor tidies.
  • WA Paperwork - new forms. Rego, transfer & Stat warranty.
  • Paperwork preview : reworked. Generates more accurate looking result, but is slower.

Single Touch Payroll now supported within C9

This version of c9 provides single touch paypal support and has been whitelisted by the ATO. The function is substantially automated. I will provide a followup post on a couple of things to get started with STP and c9.

• Other Payroll tweaks
  • Tweaked STP transmission, on advise from ATO : make sure summary gross payment figure is inclusive of allowances (such as tool allowance).
  • Subtle bug with computation of leave benefits like holidays which span multiple pay periods. Normally these should be constrained to duration of pay period, but there are rules where it sometimes needs to consider outside period for 'backdated' activity. i.e. you run up sick leave for last pay but it wasn't record on last pay so it needs to be backdated. Normally c9 handles this correctly but there are some conditions, too complex to get into here, where this fails and c9 fails to correctly constrain leave to pay run period when it should. Substantially more likely to be an issue for salary only payrolls. Now fixed.

Bugfix with version 4.782 just released an hour ago: label printing would crash with a system error under following condition. Now repaired

• Part label configured to print a location, but part in question doesn't have a location.

• Tweaks and fixes
  • AusPOST API integration.  AusPOST require clients to transmit a product/app ID on all API calls. Now added.
  • Single Touch Payroll UI tweaks
    • Fine tune STP poll for replies logic. Ensure minimum wait for 30 seconds before poll
    • Configure messenger to do pro-active STP reply polls
    • Tweak authorization confirmation page to reference our actual ssp (OzEDI, not SingleTouch).
    • When logged in as a payroll user, provide screen alert if a async STP reply returned an error for any payrun in last 14 days
    • Tweak display of error replies to show staff code (if any) that triggered the error
  • Receive order bugfix : was possible to deselect either tax invoice or goods only resulting in an undefined receival been written to DB (was handled as tax invoice and ignored creditor selection). Now fixed
  • Fixed a long standing bug which I assumed only affected Barney (linux) computer but got a report of problem happening on a dealer (Win 10) machine. When printing landscape reports, printout looks completely messed up, but if you save as PDF and print PDF it is okay, also portrait reports work fine.  Root cause known Java bug (https://bugs.openjdk.java.net/browse/JDK-8139178), which I've found a workaround for. Suspect issue only affects Open JDK, not oracle Java, and dealer in question might have OpenJDK installed on their computer.
  • QLD TMR rego details web scrape. Bring year into compliance plate field ( with month sent to Jan), not model year.
  • Added 2019-2020 Payroll tax rate stuff (only HELP rates have changed)
  • Mcleods Magician working again. (they moved their website).
  • Generic order file export. Include options to export retprice and costprice.  Put in play for Monza. Now monza tell me they ignore cost price but just to be thorough will include option to export in c9 all the same. (updated this page https://c8software.com.au/wp/2017/12/generic-order-export-advanced-options/ )
    • Monza suggested format.
      • Mask: FD""QC
      • Header: ItemNumber,Name,Description,OrderQty,Price
      • Separator: ,
      • Escape if needed
      • 
  • Generic file export format. Tweak UI design on basic screen so it is obvious if a custom format is in play
  • Tweak profit summary to also show gross revenue (price less discount)
  • Weekly planner.  Option to print planner output.
  • Add transaction: all txns to be forward dated. Warn operator if they have entered in a forward date
  • View invoice : show summary of parts on order. i.e. qty # active, sent, received, invoiced, cancelled etc.
  • Print Preview : memorize zoom setting. Memorize for either portrait or landscape based reports.
  • Browse rebates: show tally of uncollected rebates
  • View / Edit Contact. If contact has an alternate address then make the details/alt address tab stand out
  • Finance/Floorplan Settlement tool : was unable to cope with a sale involving multiple units. Now working.  Settlement screen provides a unit tab which breakdown costs and allow you to assign origination fees on a per unit basis etc.
  • New config option in setup units tab to suppress printing short notes for dealers that use this field mainly to help internally organise their deal list
  • Add/Modify Sublet. On setting cost price if sale price is $0 then default sale price to cost price.
  • Could not bank rec / cash rec web based Paypal payments : option to select for cash rec no there and bank reco would not merge in paypal instrument txns. Now fixed

Heavy reworking on label printing

This version of c9 is a deep rewrite of label printing subsystem.  Functionally visually changes are modest. Visual/functional changes:

• Layout rules completely rewritten and should yield better looking labels, especially for labels which are space constrained : with improved logic to handle competition for layout space. So generally only changes behaviour at the margins as prior code was reasonably okay.
• For parts based labels. A number of changes
  • You can now configure / preset multiple label formats. e.g. some with pricing, some without etc, with label config now accessed in print labels screen
  • Label based configuration allows for some power customization. For example, configure price to be bold and a larger font size, below example makes the price bold and the font size x1.3 (30%) larger
  • 
  • 

Comprehensive list of Label commands

Parameterized commands can take form of either <key>=<value> or <key>(<value>).  List below is written in <key>(<value>) format

Basic math operations are possible. e.g. 10+5/2. Mostly relevant for adjsize command

Strings must be wrapped in single quotes.

Example:

bold adjsize=*1.3

• Minor tweaks and fixes
  • Website content slider widget. Increase URL field size from 100 to 250
  • Import parts images : Contains a bug where if image already exists (i.e. imported previously or parts which share same image), and reimport option is not selected then the image will not be imported/reused. Now fixed.
• Previous changes to timeout aged connections with c9 would break when trying to download massive price files from c9 repo.  Adjusted code to not implement timeouts in this specific case.

Includes DB changes you need to log all terminals out during upgrade

This version delivers two very heavy changes.

#1 cash basis GST reporting has been completely reworked. C9 activity report now only reports accruals basis txns. But on BAS report c9 now computes cash basis position by looking at accruals position and factoring in status of open AR/AP transactions at the time. Significantly simpler way to compute cash basis GST reporting.

#2 open invoice accounting is now finally fully here.  Aged balances of debtors and creditors is now entirely computed based on open transaction status. This version will have some impacts on aged balances but final balances will still be the same.  Generally it may cause aging to change and will change it for the better. Aftefacts you see like this: 90days: -1300, 60days: +1300 will now generally disappear as the underlying mechanisms that trigger this when using brought forward do not but design apply with open invoice.  Manipulation of aging can now only happen by manipulating what transactions link to what. In new c9 the only way to influence aging is to change linking between txns.

Other changes

• Workshop Staff report. Figures would top out at $99,999.99 in this report : now increased 2+ OOM.
• Messenger. Tweak messenger comms to timeout unresponsive network checks for things like looking for new price file updates.  Network issues at critical times can cause messenger to permanently lockup. Hopefully these tweaks will lessen liklihood of this on flaky networks.
• Bugfix : modifying a unit while simultaneously selling it on a different terminal can corrupt the sale if modifications are saved after sale is done.  Now fixed : modify screen will detect concurrent modification and not allow its changes to be applied.
• BAS Summary: option to print summary
• Payroll : make sure browse payrun screen sorts payruns based on date. Previously was sorting by an internal ID would usually is same as date order but not guaranteed to be, some usage patterns could result in pay runs seems to be in unintuitive orders on screen. Now fixed.
• Unit Deposit tweaks
  • Disable old school mechanism for allowing deposit to be tracked on a unit sale without running deposit through cash till.
  • Disable deposit entry on finalize deal where deal has no deposit on it and a customer is selected without deposit on account

Includes database changes you need to log all terminals out during upgrade

Misc Changes

• Magician check for Mojo : working again. (New version is heaps faster)
• Added optional support for 2 factor login on c9 via SMS. On login, will send a verify code via SMS to mobile number linked to login which needs to be keyed into c9 to work.
• Subtle bugfix with unit deals when you have multiple units on a deal and units have same part numbers on them, uninvoiced. Under some usage scenarios qtys for spares would double up when you go to modify one of the units on the deal. Should now be fixed.
• This version includes a number of experimental simplified accounting period summary reports using data mostly derived from GL chart and activity report. Under business reports. Specifically:
  • P/L Statement
  • Trading Statement
  • Balance sheet

Payroll Changes

This version includes a wide number of payroll changes to better support single touch reporting requirements and scenarios. It includes a working implementation of STP that connects to ATO EVTE platform only and is able to meet ATO's conformance testing requirements. This version of STP is not yet production ready and functionality is disabled by default. Future versions will enable as soon as c9 passes their verification process, which is currently pending on the ATO to get back to us.

Specific Payroll changes:

• New pay item type : lump sums to track lump sum payouts
• New pay item type: ETP for employer termination payouts
• Ne pay items to track FBT
• Allowances : optional configuration of allowance type for standard allowances (car, travel etc)
• Allow tracking of Fee deduction types (Fees or workplace giving)
• Track TFN declarations more carefully
  • Tracking signing date and date the declaration was synced to ATO
  • Track Student financial supplement scheme on TFN form

Includes DB changes. You need to log all terminals out during upgrade

• Fixes and tweaks
  • Payroll bugfix.  C9's payroll includes a facility to help amortize unexpected EOFY tax jumps caused by bracket jumps such as medicare levy surcharge and HELP brackets. It is possible with Oz tax to have your pay go up 1 dollar and then to end up having to pay hundreds of dollars extra because of this meaning you are overall worse off. Normal tax it doesn't happen but with things like Medicare levy it can. C9's payroll has a system in it to help detect if this is likely to happen and it will amortize the cost over remaining paydays until EOFY, increasing tax withheld slightly.  Problem is the code is buggy and can wig out, wanting to withold hundreds of dollars extra instead of a few dollars.  Fixed in this version. Generally only impacts high income salaries subject to MLS. Can also impact HELP/HECS debts.
  • Link transactions not working for contacts flagged with manual link setting. Now fixed
  • Vic Roads get rego details. Stopped working due to changes on their website. Now working again.
  • Fix with font sizes on Point of Sale now in this version (was promised last version).
  • Fixed EPC grab for KTM/Husky/WP

Includes database changes. You need to log terminals out during upgrade

• Trivial Tweaks
  • Edit clock type screen. billable checkbox text partially obscured fixed
  • Spares fine print in combo with remit details where remit address is 2 lines : text overlaps.  Fixed
  • Newly added point of sale freight type screen. Window says 'website settings', renamed to something more sensible.
• Minor tweaks and fixes
  • Deposits on jobs fixes
    • Deposits left on internal dealer jobs would get silently eaten and disappear due to very old pre general ledger code. Now fixed
    • When user tries to modify a dealer job with deposits c9 will not allow them to go ahead. (makes no sense to leave money on an internal job).
  • (did not make this version. next one) Font sizing on main spares point of sale screen : a very specific combination of certain screen resizing + invoice manipulation events done in right order can mess up font sizes on screen making fonts progressively smaller until the screen becomes unusable. Now fixed.
  • Purchase unit from another : default ABN to use supplier ABN if they have one
  • Web order based emails would keep sending email alerts on backorder parts every time unrelated backorder items would trickle in. Fixed so it only sends one email first time parts go onto backorder for the weborder.  (Existing non web sales sms/email already behave this way, this change only impacts the combo of backorders on parts ordered via c9 based websites).

Single Touch Payroll

This version includes first iteration of single touch payroll export. The implementation is untested (test lifecycle painfully slow). C9 implements STP via a 3rd party: singletouch.com.au.  C9 will emit a CSV file you import into single touch in order to meet your reporting requirements.

Specific changes:

• Option in modify payrun to export a STP file
• Some new settings on staff to capture more info specifically.
  • State (defaults to dealership state if not set)
  • Basis (full time, part time, casual)
  • Whether or not TFN declaration was been signed
  • Added new clerk permission to capture payroll declaration permission. Implement this on export ABA too.
• Longer term, looking to do a more seamless / electronic integration. Dependent on single touch responsiveness who are probably flat out ATM helping lots of people get STP compliant. Work in progress.

Includes database changes. You need to log all terminals out during upgrade

• Tweaks and fixes
  • BAS : was not including refunded/returned payments  (cash basis only).
  • Modify unit cost : force encumbrance/liability paid by customer to be ex GST
  • Unit sale, deposit exceed sale test : does not factor in increased value for tradeins which are underwater (e.g. finance exceeds value of bike). For tradeins where changeover is greater than value of units being sold, don't do deposit test at all.
  • Re-computation of debtor payment GST based on invoices actually ticked off propagates to biz activity list, but does not compute correctly, and would propagate wrong payment amounts.  Fix is retroactive.  Bug impacts cash basis reporting only and only impacts a small minority of payments (where assigned invoices changes after the fact and if those invoices are GST exempt). GST compute is still fine, though total payments may misreport wrong figure.
  • View Contact transactions, include option to filter txn list. Allows for sophisticated range filters, e.g. '>1000' only shows txns where amount is greater than $1000 for example.
  • Read XLSX file, c9 would struggle to read XLSX files with missing/undefined columns. Now fixed.
  • Added importer for Stihl's non standard price files. Should be able to cope with either XLSX or TXT format
  • Added java version check for licensing purposes.
  • Complete point of sale, some buttons to pop up and select from list of freight options to grab standard freight pricing. Freight options here are different set of freight options visible for web based orders .
  • Receive order : allow user to modify/set location for parts being received. For N/C items not received into stock, if location is provided forcefully create a new stock record
  • Email template from email invoice screen. Body was limited to 1000 chars, now increased this limit significantly
  • Modify job : tweak screen so you don't need to unlock unit to access odo/hours
  • Add Parts on  job from workshop job. Suppress ask print pick list in these situations
    • From Modify job : As picking list reprint is easily accessible from here already
    • All all required parts are on order. Nothing to source from stock so nothing to pick
  • Forfeit cash voucher : was not posting as taxable income. Now fixed.
  • Modify deal: access view customer from here
  • Use gift card : on scanning a gift card display some useful stats: face value, amount remaining and amount remaining after this txn is processed
  • Sales lead : option to print out a single sales lead
  • Workshop clock types : add new option to flag a clock type as being productive (not idle). On timesheet report these clocking reasons will show as 'on', not 'idle'.
  • Low level tweak to magician query: strip part number of spaces before querying. (Previously was padded. Non functional change, but tidys things up a bit).
  • Price file import improvements:
    • Better memorize price files imported so you can look at history of price files imported for a given franchise. Accessible via view / modify franchise
    • On select franchise to import, show last import date and # of records modified
  • Added new Analytics / KPI report for Honda / Op2Ma reporting programme.
  • Open floorplan report : report behaviour when you pick a date to base report on to see historical status as of a given past date was hopelessly broken. Reworked and now returns sane results.
  • Workshop Tax invoices : option to print additional text on bottom of all tax invoices. Access via setup -> main setup screen -> workshop tab.
  • Parts on order for deal that was subsequently closed. Recent changes to c9 to make parts selling to deal more restrictive have broken this behaviour. Now working again.
• New GL Codes
  • New expense code: Repairs / Maintenance
  • New asset codes
    • Plant and Equipment at Cost
    • Plant and Equip Accumulated Depreciation
    • Motor Vehicles at Cost
    • Motor Vehicles Accumulated Depreciation
  • New Equity codes
    • Settled sum
    • Retained Earnings
    • Distribution to Beneficiaries
  • New Liability codes
    • Codes for payroll liabilities after payrun. e.g. payg and super.  New config option in setup that posts to these codes instead. In bank rec, doing a payroll txn will sink to these liabilities codes instead of expense codes if the setup cfg option is enabled.

This version switches in a new PDF reader library, more complete and capable. New library impacts importing of PDFs into c9. I've tested new library against 260+ different supplier invoices that worked previously and these will still import correctly. But new library means some PDFs that previously would import may no longer work.  New PDF library is mainly to provide more capable importer to decode some PDF based Fiche data I am looking at, also can be used to improve the print paperwork preview screen with a better, more capable renderer.