• 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

Single touch payroll is a requirement to send payroll information to ATO. It applies to everybody after July 1 so it applies to dealers who use c9's payroll module.

STP is a train-wreck.  C9 currently doesn't have a working STP solution. I am dedicating all my time to solving the problem. I am confident I will solve the problem and I have 3 possible solutions being developed in parallel. Whichever gets finished first will be the one c9 will intialy use. I currently do not have a timeline for delivery. Delivery by July 1 is possible but not certain.

Why doesn't c9 have a solution right now?

STP reporting is conceptually simple. It is essentially a payroll summary plus some other simple additional information that needs to be submitted with each payday. Collating this information is easy and the work to collate it took less than a day to engineer and the supporting code already exists in latest version of c9.

The problem is getting the data to the ATO. The ATO expect the data to be transported to them across a formidably complex technology stack typically used only by massive enterprises tamed by teams of dedicated computer programmers. In their own recognition of how impossible the task is for small operators the ATO developed a plan b) for people like c9. The problem is their plan b) is not working.

Update #1: just made contact with a new possible vendor and looks really promising. Putting option 1) back on the table for completion prior to July 1.

Read more...

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.

C9 now includes ability to generate bulk of reporting needed for Op2Ma

To access:

• Business -> Reports -> Analytics / KPI.  Insert new report, and select Opt2Ma from drop down list

The more comprehensively you use c9 the more data can be meaningfully reported. Some new changes to c9 especially to help

• Organsing Unit types by category.
  • Setup -> Other Settings -> Unit Types. Modify all types to indicate which represent M/C, ATV, P/E or Marine.  By default c9 assumes everything is a motorcycle

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.

Small bug fixes caused by changes in recent versions

• View spares invoice from view transactions broken. Now working again
• Units QBE : Enter key shortcut would not apply input. Removed the shortcut.

• Tweaks and fixes
  • New workshop config option to disable default customer discounts being applied to workshop jobs.
  • Where is messenger? Slight tweak where it might misreport a terminal as running messenger, more likely to be an issue with Postgres 10.
  • Profit summary report on single customer : would incorrectly show results for warranty spares unrelated to specific contact
  • Unit browser. Retain old behaviour with enter key automatically accepting the screen
  • Clock off : ability for techs to tweak the time recorded as billable on the job. (Actual time worked is still forcefully recorded as is and remains unmodifiable)
  • Sell parts to a deal via point of sale : make sure deal is locked and open first
  • Order book search : when matching an item in orderbook, try to make entire order the search matches in visible on screen when scrolling to the found result. Previously would usually just show you the row at the very bottom but good to have complete visual context of entire order the search term belongs to.
  • Stock take via sheets
    • Make location filter case insensitive
    • Add a button to flag all parts on stock take as successfully stock taken. This writes todays date into all parts as last date parts were stock taken
  • Contact duplicate check improvements to nags. Previously c9 would constantly nag to check duplicates every time you keyed in a tweak that triggered a dup check. It now tracks which duplicate possibilities you rejected and won't present them again. It might present same customer for a different reason. e.g. You key in Bob Smith and it shows Bob Smith (same name), which you reject. You then key in Bobs phone number, it will then show 'Bob Smith (same phone)'. From here it should be substantially quiet.  Previously c9 had a mechanism in place to try and dampen nags like this, but it didn't work very well. New version should be a decent improvement.
  • Tweak OPEA import to cope with Triumphs crappy non compliant OPEA price file
  • Modify On Road Costs. Assume GST exempt if cost is $0 for ORC line items.
  • View Contact Transactions: access view spares receive screen from here
  • New Configurable monitor type : alert when floorplan units are about to come off interest free
  • Vic Paperwork Form 5 : now print check boxes to clarify if price is inclusive of on road costs. e.g. below:
    
  • Print Spares invoice with parts on order. Make the 'parts on order' text printed here configuration. Modified in Setup, main setup screen ordering tab.
  • Email invoice / email report : option to grab a email template for body email being sent out
  • Add/Modify unit : dynamically show how # chars are in the VIN to help get VIN right.

Ordering tweaks

Some subtle issues with order audit of what c9 reports as been sent / exported. Say you have this:

• Part on active order for a customer
• Same Part on exported order for stock

Now stock order arrives in, c9 will fulfill the customer order first since it is higher priority. The result is it swaps parts around between stock order and customer order, all good. The stock order is now tracked on daily order.

The problem though is part is flipped onto daily, but the part carries information that it was previously exported so when you goto export the order c9 whinges it might of been sent already. Two fixes here:

• On part flip as described above, not only flip order numbers but also flip internal tracking that records if part has been already sent/received
• In order book, display state tracking on individual parts if it differs from the order state. Making out of place parts visually stand out. (e.g. parts that were printed but then moved back onto an active order after printing)