New Features and Improvements
Fixed Asset Tag Numbers
You can now auto-generate Tag numbers for Fixed Assets. The Sequence can be configured on your Vendor/Company details.
Negative Product prices on Trials
You can now specify a negative amount on a Product added to a Trial, to allow them to be used as discounts for example
Cash Sales details when Reconciling
For Cash Sales, the other details text from now shows on the bank reconciliation screen.
Duplicate Misc Bank Transactions
You can now duplicate existing Miscellaneous Bank transactions
Bank Reconciliation Site Sort
On the Accounting>Bank Reconciliation screen, you can now sort on the item site column
Client Id Visibility
You can now see the internal Client Id for a client when editing the client details
ACC Subsidy Apportioning
Based on advice from ACC, when an ACC Band Subsidy is available on a trial, where the subsidy is more than the charge to the client, the subsidy will be applied first to the ACC Aid Subsidy, then the ACC Fitting Subsidy, and finally the MOH Fitting subsidy up to the client charge amount
Site Appointment Schedule Report
You can now view the "Site Appointment Schedule" Report to view all appoints for a specific Date
Client Appointment Service Charge Detail Report
You can now export the Client Appointment Service Charge Detail report to Excel, and creating your own custom exports, which also includes the Client First Name, Known As Name, Client Id, Provider Id, and Site Id
Procedure Type Detail report
Email Confirmations for CC and BCC addresses
When emailing from Gensolve, the message "Are you sure you want to send this email to ..." now also includes the cc, and bcc recipients in the message confirmation of CC and BCC email addresses are included
Letter Template Client Type Fields now fill for the 10th future Booked Appointment
In the Letter Template>Template Type: Client, all appointment fields related to the 10th future booked appointment now populate data when that merge field is used.
Event Templates no longer have an error when no offset is entered
Event Templates no longer error when there is no offset chosen. Users must enter an offset even if there is no offset; enter 0 in those cases.
A5 Statement Batches now show line details when Emailing
For Statement Batches which are created in A5 format (setting is found under Admin>Sites>edit>Statement Report Size), the details now show when emailing the attachments
Repair invoices not attributed to a clinician now post to Xero
An issue where repairs that were not attributed to a clinician, caused the repair invoices to not show in the Export to Xero, has been fixed.
Other Fixes and Features
- Fixed the issue where the ledger column was not updated with the ledger set on the Service Charge
- Fixed an issue where a jammed scanner or scanner error would cause a user's instance of AEM to freeze. You are now returned to the Upload file screen.
- The Invoice Number now is displayed in the invoice for the payment
- You can now view the progress breakdown as data is retrieved in parts (1/5) on the splash screen.
