A key difference is that instead of there being a single float and banked figure, new cash till tracks float/banked for all instruments. This allows you to settle different instruments or hold them over into the next day. Example:

• If you leave cheques in the till for banking tomorrow, they will come up as a float for the next day automatically. In above screen shot this is done with paypal component.
• If you run EFTPOS at 5:25 and a customer walks in at 5:30 and buys somethin on EFTPOS that EFTPOS operation would normally end up on tomorrows settlement. In this case you can key in settlement amount into banked settlled and the remaining balance is held over for the next morning to be included in tomorrows EFTPOS settlement

Other elements on the screen

1. Floats here. Normally focus is only on cash float. C9 now carries over prior value from yesterdays cash count.
2. The amount of cash you carry to the bank for the day
3. Remaining balance in till. Which will be tomorrows float
4. amout that is settled from EFTPOS (or other instruments). For things like EFTPOS you normally key in EFTPOS takings for day here. IT should normally equal in less out for EFTPOS but it can vary if you settle prematurely.
5. example of a payment instrument that was not settled to back today, so it’s balance will be held over until tomorrow and will appear as tomorrows float
6. notes and coins count. Settles with the first instrument
7. Toggle option which allows you to count either before you pull funds out to bank or after. Whichever suits.
8. Other held over. Here you need to key in value of whatever it is you are holding over for tomorrow. In screen shot example paypal is being held over so to make till balance need to key that value into here
9. Balance status
10. c9 now saves status of till count. This shows status of save. Existing till count means we are looking at a previously counted till.
11. options to save/delete till count record being looked at
12. paid out option still in play for backward compatibility. Records in general ledger as an expense without claimable GST input credits.

 

 

 

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

• Cash Till Overhaul
  • Overhaul motivated by inclusion of complete bank reconciliation process in near future version of c9.
  • Screen details here: https://c8software.com.au/wp/2017/07/new-cash-till-screen/
  • Key features include
    • Saves till count and variation which can be later looked at historically
    • Posts variations to activity and general ledger
    • Better handling of situations such as running off EFTPOS settlement but then doing another sale on same day
    • Discrepency alerts quickly highlight historical variations to txns, factoring in multiple tills
    • New config switch with multiple tills.  Only cash (instrument #1) records multiple tills by default. Other instruments will aggregate on till #1
    • Formalise GL chart codes including a bank code for future bank reconciliation reports/tooling
• Tweaks and fixes
  • Contract of sale printing.  System was incorrectly resizing the particulars page. Scaling slightly differently depending on what terminal contract is printed on. Turns out generation of PDF file is sensitive to screen pixel density of the computer PDF is generated on. Problem is very obvious on modern laptops with high pixel density displays. Now fixed so result is consistent and optimal
  • AusPOST integration. Incorrectly treating AUS country code as an international shipment. Merge weborder into customer details. Do not pull in 'AUS' as a country code if web has set it. Reset all AUS records on database back to blank
  • Receive spares with supplier bill.  Supplier bill record was not correctly linked to activity/general ledger, so deleting activity record did not automatically delete the bill, or vice versa.
  • Database error during c9 lease check. Could potentially report a lease error instead of a system database error.
  • Workshop scheduler. Completely broken by recent workshop quote changes. Now working again.
  • Payroll bug fix. Unable to finalise new payrun if there were past payruns with certain ad-hoc items on those runs.  Now works

 

After completing a stock take, we need to look at items that failed to be picked up in the stock take and take action. Either:

1. identify items likely to be still in the shop that were not picked up by stock take and redo their stock take
2. identify items no longer in the shop and remove them from stock

Getting a list of things that escaped stock take

• Bug fixes & Tweaks
  • Modify labour item where using tech rate based pricing + discount. Would miscompute final price on accept adding an additional 10%. Now fixed.
  • Delete website menu option would delete unreleated 'sidebar menu' items as well. Now fixed
  • Unit deals. A very complex and specific sequence of steps could result in deposit figure being written to wrong deal. Involves units on deals been added and invoiced, with spare parts, then rolled back and subsequently sold on a completely different deal.   New version fixes this specific scenario
  • Some tweaks to try and diagnose a problem with generating contract of sale on a couple of laptops. For some weird reason the contract particulars page is being rescaled to fit A4 portrait oriented into A4 landscape making the particulars page print small wasting available paper size. Weird because PDF libraries c9 use shouldn't be sensitive to environmental considerations and should behave consistently without regard for printer setup etc. Included a change that I hope fixes it, and at least will log some diagnostics to better help understand underlying cause.
  • Business activity report : include an option to filter based on txn types.  e.g. only print 'ABN Body only' activity records.
  • Floorplan payout : flip to add floorcost screen preset with curtailment to payout. Allows operator chance to set supplier if intent is to defer floorplan tracking as a creditor item

A couple of exotic scenarios with floorplan and finance exist if floorplan + finance provider are one and the same they may wish to bundle their transaction so only the difference is paid to the dealership.

Shared Finance + Floorplan

Consider sample unit. cost is 12500 + GST to dealership. Total floorplan is 13750.

We sell the unit where changeover including onroads is 15999.  The Finance company is same and $1000 deposit is left.

So finance company will provide dealer is 14999, but finance company have floorplan for 13750.  They may only provide the difference, e.g. $1249 in above example. Or in case where floorplan owing exceeds amount financed, take the amount financed off floorplan, leaving some smaller balance still owing on floorplan.

At this time c9 does not recognise the link between the floorplan provider and finance company. So you still need to treat txn as being handled separately.

Two steps In case where finance exceeds floorplan.

• Pay out floorplan of 13750.  (Units -> Units -> Payout)
• Record 13750 : value of floorplan as an invoice payment from customer. Record payment instrument using an instrument that represents the bank. (Setup -> instruments)
• Record 1249 as payment on account. Record payment instrument as direct deposit.

Txn list for finance company will resemble this.

For scenarios where finance amount is less than floorplan owing.  Scenario is tweaked slightly.  Example below. (Same invoice above but deposit taken from customer is $3000)

Floorplan differences vs finance is now 12999 to 13750. So dealer owing outstanding floorplan balance of 751. To record this one.

• Record txn similar to above. Example 12999 is recorded as floorplan offset in full against the account. e.g.:

 

Now on the units we record two floorplan payments. A curtailment equal to value financed, then we do the final payout after this.

• Units -> Add Floorplan : Add floorplan costs for $12999.

Then select payout to see balance which you still owe finance company.

 

 

 

 

 

 

 

 

 

Bugfixes

• Complete screen nagging about unbilled unquoted labor even though there is no quoted labour on the job. Now fixed.
• Graphical Charts : most charts that use biz activity data did not filter out deleted records so were all generally overstating sales figures etc by including deleted records.

Units Query tweakage

• Default QBE screen for units is set to current dealer floor stock (previously was current+historical floor stock)
• Bugfix with browser : would only show a screens worth of units. Now preloads whole list
• Bulk Unit Label: print labels for units in bulk. Accessible via Units -> browser

• Bug fixes & tweaks
  • Behaviour of complete job screen changed in 4.675, on cancel complete the question do you want to save changes would actually change job to completed. Also would always think there was changes to save since it thought going to completion was a change made by the user. Reverted back to older, and better, behaviour.
  • Workshop report : other column for warranty work not flushing back to zero so incorrectly displayed a running tally
  • Country key inputting: tweaked user experience so it is easier and more intuitive. Specifically Key in a country code that duplicates into country names. i.e AUS as a code can make Austria as a name: do not auto fill, but auto fill on tab out. Previously would force 'AUS' to australia as soon as the 'S' was typed. So only way to key in Austria previously was to copy/paste or keyin code (AUT)
• AusPOST integration
  • Got international shipping working.
  • Default 'authority to leave' to no.
  • Allow configuration of preferred label sizes. Label size selection a bit smarter

• Bugfix with version 4.675.   Workshop timesheeting auto log billable labour merge all option broken : was behaving same as 'never merge'. Now fixed.

Unit purchase : provide a much simpler framework to manage encumbrances inherited from customer. You can now add liabilities as cost to be paid by customer as opposed to prior fixed default as being a cost absorbed by the dealership.  Example screen shot.

The amount paid by customer is allowed to exceed the 'value' of the unit, permitting situation where customer pays dealership a net figure to take the unit off their hands.

Resulting recipient tax invoice:

And general Ledger Posting:

  code  |             name              |   DR    |   CR    
--------+-------------------------------+---------+---------
 1-1001 | Instrument #1                 |  600.00 |        
 2-6300 | Unit Encumbrance              |         | 5000.00
 1-5100 | Units in stock                | 4000.00 |        
 1-3105 | Input credits on ABN purchase |  400.00 |

 

Resulting ledger posting is fairly straight forward. Encumbered liability is treated similarly to on road costs. There are no GST input credits to be claimed on the liability since assumption is that customer really paid off the encumbrance 'below the line'.  GST input credits are being claimed on the valuation of the purchased unit. (In above example customer provided ABN so input credits are claimable immediately).

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

• Workshop service overhaul
  • Allow configuration of labour rates separate from mechanics doing the work. i.e. standard rate, vs warranty rates vs internal rate
  • Includes on the job quoting facilities
    • Labour items are billed or quoted.
    • Parts can track quoted qty vs supplied (so far) qty
    • Added billed labour offsets quoted labour, so as job fills out the quoted component is eaten
    • Pre forma invoice/totals displayed show quoted figure work jobs on the go. Once job is completed it will flip to actual billed
    • C9 nags/warns on complete if there is a price flip as a result. Naturally jobs with fixed Fixed $/Capped $ schemes in play remain consistent
  • Allow linking estimates to a job after the fact and adding multiple estimates to a single job
  • Estimate to job is alot smarter in terms of managing labour accrued via timesheeting WRT quoted/actual labour
  • New tab in setup main setup 'Time sheeting' that allows fine tuning of new quoting/timesheet behaviours
  • Option to print a job barcode sticker. Potentially useful for power equipment jobs. Includes barcoded job no + cust name + job desc.
• Tweaks and fixes
  • View part buy/sell. Show created/received data on ordered parts separately
  • tweaks to monthly c9 invoice generation.
    • Bulk processing incorrectly linked all invoices under a single GL posting.
    • Provide mechanism to track lease termination date
  • Payroll : manually modifying computed items would not correctly adjust how dependent items would compute. Now fixed. i.e. changing wages would miscompute tax owing (overstating tax as being based on manual wages figure + computed wages figure the manual figure masks)
  • Workshop completed/progress report. Show goal total as separate from total so far
  • Workshop staff report. Print what report filter setting in play on report itself. i.e. 'Clocked time/Completed jobs/invoiced jobs'
  • NSW registration form C.  Page 2 , question about new/used was filled out back to front. Now fixed
  • Unit sale onroad costs: set date to be sale date, not date when ORC record was added for ORC records that have a tagged supplier. Assumption here is that because ORC is linked to sale of vehicle it will generally always be on day of the sale.
  • Customer phone number matching.  Treat +61 as same as 0 leading prefix for things like add customer, merge web order etc. e.g. +61 422 206 974 is same as 0422 206 974
  • Adjust c9 visuals so it is more obvious which window is active and which windows are inactive
  • Unit sale on road cost with GST + Supplier. Do not copy GST component onto bill to be paid to make it obvious there is no claimable input credits here. Biz activity report and GL are fine already so this fix is a fairly minor one designed so that view txn listing is not visually misleading in terms of input credits that are claimable. Will keep existing activity records showing GST component since it is obvious from activity tag this is not something that is claimable
  • Items below RRP. Provide a button to reprice highlighted item only
  • AusPOST integration tweaks
    • Label printing broken WRT StarTrack label sizing. Should now be sorted.
    • TODO: allow user to configure preferred label size. Currently hardcoded to 3 per page. (2pp for StarTrack)
  • Print statement screen :
    • show balance in list of customers.
    • Also show if customer is email/print target
    • Allow modification of customer from this screen

 

C9 only ever bills messages that have been acknowledged as being received by your customers phone and this has always been the case. We have now extended the technology a little bit to provide more useful feedback into your c9 for messages that failed to deliver.

Resending unsent messages

You can manually resend messages if you need to.  Goto contacts -> contacts -> notifications. Look at all notifications sent between 12:40 pm and 4:50 pm on June 1st.  even though SMS messages will say sent there is likely they were not delivered.  Highlight each one you want to send and click 'resend'.