The printed crosshire purchase order document will now show a date required field against crosshire items for cases where Items are added to a hire contract/crosshire order after the original contract/order were raised and these new items have different “required” dates from the original items added to the order.

A new system option has been added to the “Off Hires (2)” tab of Syrinx SP Configuration\System Options\Hire Contracts, to allow multi-contract, multi-site partial off hires:

When enabled and a multi-contract off hire is created, each contract’s site will be shown against each item line. In the case of the hire item section, the site name will be shown instead of the off hire notes field:

A new “Oper. Hire” option has been added to the the Notes tab of the Amend Customers screen which allows the user to define notes text that will be displayed when that customer is selected when raising a new hire contract and the “Operated” hire type is selected.

Users can now enter timesheets via the “T/S Auth.” tab of the “Query Hire Contract” screen:

Previously this was only possible at offhire or via the dedicated “Enter Timesheets” menu. 

There is now a “Delivery Slot” drop down on the “Delivery” tab of the “Enter Hire Contract” screens which is enabled when Delivery is ticked. This allows the user to select a “slot” option which are setup in the “Delivery Slots” section of Syrinx SP Configuration\General\Reference Lists: 

The delivery slot text is then shown in the Driver Scheduler “Un-Allocated Jobs” section:

New system options have been added to the “Shifts” tab of Syrinx SP Configuration\System Options\Operated Hires to enable a “Travel” column against operated shift entries and to define a lower and upper number of hours allowed in a shift (work hrs + travel hrs):

When set, shifts shown on the Enter Hire Contract screen will show an additional column for “Travel” hours. This field will change colour if the sum of the work hours and travel hours is either within the lower and upper system option values and will be shown as amber, or if the total is greater than the upper hour limit then will be shown in red:

Users can now confirm operated hire contracts without setting a default operator on the contract by enabling the option “Allow Confirmation of Contracts Without Operator Set?” on the “Contracts” tab of Syrinx SP Configuration\System Options\Operated Hires.

Users are now able to amend the “Reference” value on advice note lines via the “Amend/Cancel Advice Note” screen by using the “Edit Line” button at the bottom of the screen.  Previously, this value could not be edited once the advice note had been confirmed.

A new “Cis Reg.” field has been added to the “Address” tab of the “Amend Customers” screen to allow users to record a customer’s CIS registration number against the customer’s record in Syrinx:

A new “Allow Dup. Site Postcodes?” option has been added to the “Customers” tab of Syrinx SP Configuration\System Options\Customers.  If this option is disabled, users will be prevented from entering sites against a customer record if the new site has the same postcode as any other sites linked to that customer record.

Users are now able to define custom site properties in Syrinx SP Configuration\General\Site Properties.  These properties and their values will then be visible on the “Misc” tab of the “Amend Site” screen:  

Custom properties for Global Sites will need to be entered against the global site entries in Syrinx SP Configuration\General\Global Sites.

A “Print” button has been added to “Sales” area on the “Customer Agreed Rates / Prices” screen which is accessed via the “Get Price” button on the Amend and Query Customer screens.  This button allows the user to print off a list of sales prices (agreed and standard) for the customer.

Users are now able to default a customer record to a specific batch run set via a new “Inv. Batch Run Set” option on the “Options” tab of the “Amend Customers” screen.

If an email fails to send when emailing a batch of invoices and the user elects to continue emailing the remaining invoices in the batch, the user will now be given the option to only email invoices that failed to send if they press the “Email Invoices” button again on the “Review/Print Invoice Batch” screen.

Users are now able to define the tax codes to be used on specific purchase order lines on the “Nominal Codes” tab of the “Enter Purchase Order” screen:

A new “Cis Reg.” field has been added to the “Address” tab of the Amend Suppliers screen to allow users to record a supplier’s CIS registration number against the supplier’s record in Syrinx:

A new system option, “Inc. Sales in Estimate?” has been added to the “Purchase Invoices” tab of Syrinx SP Configuration\System Options\Cross Hires:

When enabled, the “Charge Estimates” tab on “Enter Cross Hire Invoice” screen will include any chargeable cross hire sales items, and if enabled can be added to the invoice lines using the “Create Invoice Lines” button.  Please note that the system will not be able to determine if a cross hire sales item has been previously invoiced and these estimated sales invoice lines should be added to the purchase invoice at the user’s discretion.

The Invoice Import tool has also been updated to show cross hire sales in the Estimate tab.

The description of job entries on the log tab of equipment records (fleet or customer owned) will now include both the job description and completion notes.  Previously, the description would only include the job description information if the completion notes were blank.

There is now the option to patch in additional “Note Types” which can be selected when adding notes to a service job via the “Add Note to Log” button on the “Audit Log” tab of the “Amend Service Job” screen:

A value of “Customer Query” has been added as part of the upgrade process.

The “Job Status” drop down on the “Details” tab of the “Amend Service Job” screen has been expanded to allow for the display of up to 40 characters.

A Default Tax Code (Operated) system option is now available on the “Tax Codes” tab of Syrinx SP Configuration\System Options\Accounts which allows the user to define a default operated tax code and whether or not to apply  that tax code to sales items, transport and linked contract charge notes in addition to the hire items on an operated contract:

These options have also been extended to the customer record (Amend Customers - Details tab), to allow overrides to be set on a per customer basis:

These will default the tax code when raising a new operated hire contract and any items added to it. Having an operated tax code set against a customer will override all equivalent system level options.

Payments taken via SagePay terminals or SagePay web payments will now record whether the payment was taken via tokenization or not.

The MYOB Transfer tool has been re-added to the transfer tool installer for Australian customers. 

There is now a “Filter” option on the “Transactions” screen for sales and bulk hire stock items so that the screen can be filtered to show only specific transaction types.

The Task Scheduler now supports additional authentication methods when linking with AEMP provider APIs that require BASIC authentication. 

A new user privilege, “Front Desk.Can Access Esign” has been added to the system which by default is assigned to the user roles System Administrator, Hire Desk and Workshop.  When revoked from a user, they will receive the following message if they press the ESign or CounterSign buttons on the print preview screen:

“You do not have the required privilege to access ESign”

Additional fields have been made available to the custom versions of Syrinx documents:

Workshop App Mobile Job - THG03R_WA_DM.rpt:

All 25 Staff User Properties

DepotAddress 

Picking List - THT01PCKL_DM.rpt:

SitePhone (when printed for advice notes)

ContractNo (when printed for hire exchanges)

InternalNotes (when printed for hire exchanges)

Hire Contract - THT01A_DM.rpt:

OperatedShiftHours

Advice Note - THA02_DM.rpt:

LocationName

Hire Exchange - THT05_DM.rpt:

FleetJobStatus

Service Job - THW07_DM.rpt:

JobMeterReadingDate

Damage Note - THA02D_DM.rpt:

ServiceJobMeterReadingDate

ServiceJobMeterReading

Crosshire Purchase Order - THP12_DM.rpt:

ContractMainContact

ContractMainContactMobile

ContractMainContactTelephone

Batch Invoice - THA05_DM.rpt:

SiteName

The site linked to a customer service job is now visible against that job in the unallocated area of the Workshop Scheduler:

Users can define the sort order for transport vehicles in the Driver Scheduler via the new “Vehicle Sort By:” option on the “Driver Schedule” tab of Syrinx SP Configuration\System Options\General:

Custom sort orders can be achieved by adding a custom stock item user property with a property number of 40 to the transport vehicle category and then setting numeric values against this custom field on the transport vehicle stock item records.

The “Hide Unconf. Off Hire” filter option in the Operator Scheduler can now be used to only display contracts with an unconfirmed offhire as well as the current behavior of hiding contracts that are linked to an unconfirmed offhire

The “Repeat Shifts” functionality in the Operator Scheduler will no longer add shifts to the contract for dates after the offhire date on a linked unconfirmed offhire note.

It is now possible to schedule “Misc” jobs in the Workshop Scheduler and for these jobs to then be processed in the Workshop App:  

These jobs are created in the same manner and have the same available options as “Misc” jobs in the Driver Scheduler.

The workshop app will now allow up to 800 characters of notes to be entered against inspection test items on inspection jobs.

Customers raising hire orders through the SyrinxCWO Online Ordering site are now able to select a specific depot against which the order will be linked.  To enable this functionality, depots must be added to the “Hire Enabled Collection Depots:” field on the “Online Ordering” tab in Options\Configuration on the SyrinxCWA administration site:

Cash customers using the SyrinxCWO online ordering site now have the option to request a password reset via the “Forgot Login” button on the Log In screen:

Account customers who also have access to the SyrinxCWS customer portal will still need to request a password reset from the internal site administrator.

A customer’s fleet number will now be displayed against customer owned equipment entries in the “Items Due for Servicing” page on the SyrinxCWS customer portal.

A new system option, “Allocate First Available Stock No on Fleet Orders” has been added to the “Online Ordering” tab of Syrinx SP Configuration\System Options\Syrinx WS.  When enabled, hire orders that are raised from the SyrinxCWO online ordering site where the selected web product is based on a hire rate, will have the stock number field on the contract line populated with the first hire stock item linked to that hire rate that is available for hire. If there are no stock items linked to that hire rate which are available, the stock number field will be blank as before.

Minimum hire periods are now displayed against products in the SyrinxCWO Online Ordering site:

There is now a “Requires Delivery” tick box on the Confirm Order page of the SyrinxCWO Online Ordering site.  If enabled, the customer will be required to enter a delivery address, delivery contact and delivery date before they can confirm the order.

Unauthenticated users are now to be able to download the current inspection and safety certificates as well as any safety instructions linked to the item via the SyrinxCWS customer portal QR code feature:

The SyrinxCWO Online Ordering site will no longer default values for customer delivery site and contact on the confirm order page.  Customers will now be required to select a value for these fields before confirming the order.

There is now a “Continue Shopping” button on the basket page of the SyrinxCWO Online Ordering site.  When pressed, the user will be returned to the main product menu.   If the customer is not logged in, the “Place Order” button on that page will now read “Continue”.

The required password format in effect for the SyrinxCWO Online Ordering site will now be displayed to the user when they are creating their password.

Confirmation or order emails sent via SyrinxCWO Online Ordering site will now include order items, item and insurance cost, plus the total cost of the order. 

Customers are now able to amend the hire “From” and “To” dates for chargeable hire accessories.   Hire rates will now also be displayed against these chargeable accessories on the parent item’s product page.  

The “Proceed to Basket” text link on the “Product Added” page of the SyrinxCWO Online Ordering site is now a button.  A “Continue Shopping” button has also been added to this page:

An additional “Hire” button has been added to the bottom of product pages on the SyrinxCWO Online Ordering site.  This is for instances where a product may contain multiple accessories and the customer has scrolled down the page to view this information.  The customer will no longer be required to scroll back to the top of the page to press original “Hire” button on that page.

A new column has been added to the Tax Codes screen in Syrinx SP Configuration\”Accounts/Invoicing”, which allows tax codes to be flagged as being Domestic Reverse Charge codes:

When using one of these codes on sales invoices only (i.e.: not purchase invoices), invoices will still show the VAT amount as normal but when the invoice is passed to the accounts system the tax rate and amount will be set to zero. For purchase invoices the full rate and vat amount would be passed to the accounts system as normal.

Users are now able to press an Amend button against a selected tax code on the Tax Codes screen in Syrinx SP Configuration\”Accounts/Invoicing” to show an “Amend Tax Code” screen. This allows the user to set an equivalent reverse charge code against standard tax codes. This will also set the corresponding reverse charge code to be linked to the standard code:

If the “Rev. Vat?” flag is updated then any linked tax code will be cleared automatically.

On the “Misc” tab of the “Enter Hire Contract” screen (and if the system has any reverse charge tax codes set up) a new read-only check box “Using Rev. Tax Code” is shown which indicates whether any reverse tax codes are in use on the contract. When un-ticked, no rev. codes have been set. When ticked, then all tax codes have been set to rev. codes. If there are a mixture then the tick box will be grayed out:

If the user presses the “…” button to the right of the tick box, then the following dialog is show:

If the user presses OK while default is selected then the item tax codes will be set as when the contract was created (i.e. any customer or stock item overrides will be set otherwise the tax code values will be blank). This will clear out any manually selected tax codes set. A Warning is also given for the user to OK or Cancel.

“Use Reverse Tax” sets all items with the equivalent reverse charge tax code for the current tax code (either manually set or default).

“Use Non Reverse Tax” sets all items with the standard default tax code unless manually overridden in which case no change is made.

A contract log entry will also be made each time the tax codes are updated via the button.

A new system option “Countersign” has been added to the ESign tab of Syrinx SP Configuration\System Options\General:

This option is enabled if ESign details have been added.

When the option is enabled, the print preview ribbons in Syrinx will display a new Countersign button:

Countersign is available to the Hire Contract, Hire Confirmation, Advice Note and Customer Service Job Estimate documents. The Countersign device (e.g. tablet) needs to be configured by connecting to the countersign URL: https://rentalesign.co.uk/countersign . The “register” value will be the depot name that the user is logged into and if there is also an associated till, then suffixed with the till name e.g. Reading or Reading:Till1

The customer will then sign the document on the countersign device. Uploaded and signed documents are shown in the existing “ESign Status” screen: