News & Events
CS Assets
-
LATEST RELEASE Version
6.0.
- September 2011
Installation
- Added license agreement to installation procedures.
Security
- A change has been made to permission options that if untick all
options or just leave the view option ticked a
warning has been added that these settings are not valid and the
user should be disabled. The changes are not
saved. If the tick view only is used the warning still
appears and they must select at least one tab to view.
Login
- Improved message on backup & restore so operator gets more feedback
as to why the process may not proceed.
- Log off no longer available on the file menu. Exit must be used.
Menus
- Removed feature support option from Help Menu.
- Removed Vision 3 menu option from View Menu.
- Toolbar has been updated for better use of screen and ease of
navigation.
- Main menus restructured for ease of reading and faster display.
- The menu bar can now be changed to use windows them for colours. If the
user changes desktop theme the
menu will change as well.
- The user maintenance is now directly accessible on the System Utilities menu
rather than a submenu.
Message/Warnings
- Sell assets warning has been updated to suggest doing a backup and
then perform EOY. Previously it just said
to perform EOY.
- A warning has been put in place to inform the operator that the asset
the sale applies to is linked to a master asset.
- If an asset has been sold and depreciated, the message has been updated
to also read "Do a Depreciation Reversal
to reinstate the asset".
Search
- Search function has been enhanced with more search functions and
clearer prompts.
Company Maintenance
- ABM dropdown has been changed to allow connection to be disabled.
This is useful on backup copies and for testing.
Assets
- Added comments field to Assets grid.
- Added low value pool flag and low value pool dates to assets grid.
- Added sales value to assets grid.
- Adding a new service to an asset for the 1st time no longer displays a
warning.
- Expanded asset category field on the details screen in assets plus the
drop down has been expanded to allow more
space for longer descriptions.
- Expanded asset category field in asset transfers plus the dropdown has
been expanded to allow more space.
- Transfer screen Process button has been changed to Transfer.
- Asset transfers postings to ABM have been enabled.
- Disposed assets can now be modified for any information on the details
or insurance/service screens.
- The warning on a sale and revalue about GST has been added to the form
and will now no longer popup on every
sell/revalue of an asset.
- Selling an asset the sale date now defaults to the depreciated up to
date on the asset.
- Sale/Revalue screen the process button has been changed to show as Sell
or Revalue.
- The tax value on a revalue now defaults to zero.
- The Sell/Revalue screen has been made wider so that the prompts for
values are not wrapped.
- Extra explanation has been added to the form on how revaluation works.
- The Undo Sale screen has been updated so the sell button is disabled as
this button should not be used.
- The asset maintenance screen no longer allows depreciation start or
depreciated to dates to be manually set to
more than 3 years into the future.
- Under some excel exports from the main grid only assets visible on the
screen got exported. Support for Excel 97 format
has been removed.
- A revaluation is not allowed if there is a sale pending. A message
displays and the revaluation form is not displayed.
Reports/Setup
- New labels report has been added to the reports library.
- New service history report for handouts has been added to the reports
library.
- Projected Depreciation report has been updated to stop projecting for
pending disposals after the pending sale date.
- Low value pool reports have been updated to allow for pool adjustment
figures.
- Issues history by employee report now asks for employee code and if left
blank you will get all employees.
- In the reports setup form the preview button has been removed.
- In the reports setup Options has been removed as these are built into
the reports.
- Labels have been updated to cater for up to 3*36 per page. The label
formats are fixed to specific sizes now.
Service Maintenance
- Expanded comments field in service history.
- Expanded description field to allow for more space.
- Expanded folder and document paths fields to allow for more space.
- The 'search by', default option was displaying asset code and this has been
changed to code to allow for more
consistent searches.
- The search by now saves the last lookup on exit of the screen.
- Viewing a disposed asset would not display. This has been updated to
open the service for that disposed asset.
- Add default email address to service type to speed up service entries.
- The email address auto fills when service type is selected on service
form.
- Added barcode field to service reminders grid to allow lookup with same
options as service maintenance.
- Added done to the grid to show if a reminder has been set and the task has already
been ticked as done.
- Reminders grid can now be sorted.
Category/Sub Category Maintenance
- In the Category maintenance the account dropdowns have been expanded
to allow for more space.
- In the Sub Category the asset category field has been expanded plus the
drop down to allow for more space.
Depreciation
- Changed warning message to read accounting system instead of
specific accounting packages.
- Start of year date has been added to the depreciation screen.
- In the depreciation - asset selections, the category field has been
expanded plus the drop down has been expanded
to allow for more space.
- Depreciation postings summary, columns have been made wider to allow
longer account codes and descriptions.
- Depreciation reversals now allows you to post back to the last day of
the prior year.
- Extra depreciation details and warnings have been added to the
depreciation screen if an operator tries to key in a
date less than the start of year date.
- Low Value Pool depreciation rate update is now done as part of the
depreciation run and not as part of the End of Year.
Issues/Returns
- Issues/returns now allows for apostrophe in the asset description.
- History button has been reworded to history report.
- History report now prints
only the employee you have on the screen.
- Asset lookup has been added to the issues screen to allow the user to
select an asset before selecting an employee.
If the asset is current issued, the employee will be selected and
the assets for the employee will be displayed. This
speed up searches where the operator knows the asset but not who or
where the asset has been issued.
-
The issue and return dates auto fill with today's date if the date is blank.
The return date is only filled in if the return Qty has been entered.
Import Assets
- The import has been changed to ignore the 1st non blank line.
- If the number of fields is less than the fields nominated, the message
has been modified to be more descriptive.
- Field count has been added to the import screen to allow the user to
check they have the correct number of columns selected.
- The direct import of departments, categories, suppliers, locations has
been updated to work for excel files.
- Blank departments, locations, categories and suppliers lists has been
updated to allow importing into assets.
- The import now defaults to xls rather than txt files. Both options are
still available.
- The summary of the assets found to update is now shown.
- Import error screen has been updated to show extra notes about copying
the contents.
Previous changes included from 5.6.0 Version released to
5.6.4 release are listed below:
- Projected Depreciation report now allows for blank dates to be
filled in.
- Expanded date boxes on the balances tab to allow room for century.
- Update partial sales to now automatically fill in default values and
dates for tax.
- SB Autoload compatability.
- New report added to the library called zero value assets summary by
date.
CS Assets
-
LATEST RELEASE Version
5.6.
- November 2009
Maintenance
- Category maintenance has an extra warning if all categories haven't been
filled in and the screen now allows you to
exit regardless.
Previously you could not get out of the screen without aborting the
whole program.
- Categories now have an auto code prefix for code ranges if automatic
codes are used in this company.
Assets
- Selling an asset now autofills the sale date with the current
depreciated up to date on the asset.
- The warning has been added for selling assets that the date must be the
depreciated up to date.
- When adding a new asset the method now defaults to what is on the
category.
- Master asset number can now be set when a new asset is added.
Reports
- Report
options screen wording has been changed to make the option clearer from "Include
Sold Assets" to say 'Print
Sold Assets
Prior Years'. Normally you would exclude these assets.
- New account reconciliation reports have been added to list postings by
depreciation date and by account. These are
in the depreciation report
classification.
Issues/Returns
- If an asset is over issued it now defaults the warning message to "No"
to force operator intervention if the entry is
invalid.
- The history report which is printed from the issues form is now asking
for Employee Code not Employee ID.
Stocktake
- Ability to
select multiple categories has been added to allow more selective stocktakes.
Depreciation
- Depreciation summary report in the depreciation run now prints the
depreciation up to date and not the date the
depreciation was run.
- Depreciation of Hire Purchase assets now has its own default
depreciation rate on categories.
Service Maintenance
- If a
service entry is entered as well as Readings, the next service suggestion
ignores readings and uses the next
manual entry or the asset service parameters.
CS Assets
-
PREVIOUS RELEASED Version
5.5.
- November 2008
Maintenance
- Assets has been changed to work with ABM 2008. The company link to ABM
must be reset the first time you start
version 5.1.
- Record Navigator is turned on as default at the bottom of the assets
grid.
- View only has been included in the user access. This is available for
Details, Balances, History, Service, Lease.
- The x buttons that allows dates to be cleared have been added for the
book dates on the balances tab.
Assets
- Allow for a broader range of regional settings for dates.
- Additional progress messages have been added to the status line when an
asset is saved
- Custom field 4 was displaying custom field 1 in main asset grid. You
must restore to default layout.
- Chargeout amount now appears in asset grid.
- Added owner field to assets screen with an option to automatically issue
the asset to the owner.
- Depreciation YTD, Tax Depreciation YTD, Revaluation YTD, Tax Revaluation
YTD, Warranty Expiry, Warranty Invoice
No, Warranty Terms, Service
Unit, Service Interval, Service Interval Units, Service Contract
and Service Phone No has been added to the asset grid.
- When you exit the asset from the grid now stays on that asset in the
grid.
- A warning has been added if depreciated up to date is entered if it will
stop the purchase requisition journal being
created. The user can now answer Yes or No to continue with the save.
- Status tax field now defaults what is in the book field.
- The method prompts can be filled in by using the keyboard with a D or P
etc and this will default to the full word
Diminishing, Prime etc.
- Depreciation up to tax field now defaults to what is in the book field.
- Option has been added to allow exporting the contents of the asset grid
to excel via an export button in the toolbar.
Reports
- A PDF preview sample can be run for each report to assist with finding
the report you want.
- Reports no longer require a selected report to be deselected before
selecting another report.
Issues/Returns
- The Issues and Returns can now be transferred for all or Selected issued
assets.
- Issues/Returns has been updated to allow for a Master Asset to be
transferred and all its child assets.
- If an employee is designated as the owner of an asset, you will now be
asked if the asset is to be issued to the
employee. If yes is answered this will automatically issue or return the asset.
Utilities
- Service Type has been added to the Enter Readings grid to allow more
details to be captured.
Service Reminders
- Email address has been added to service reminders and this enables a
work order to be sent to the email address.
- Service reminders have been updated to allow group by, sort and search
facilities.
Service Maintenance
- Email field has been added to the grid.
Stocktake
- Stocktake updated to export the quantity that is on file and allows zero
quantity assets to be excluded.
Importing
- Employee import has been enhanced to include employee fields in the
field selections.
- Automatic issuing of assets to employees is now available.
- If pooling is not set in the company and the asset depreciation method
is Pool a message now appears.
- Longer category, departments descriptions are now reported in the
import.
- Depreciation methods are more flexible in the import to allow mixed
cases and some abbreviations.
- Imports can be done directly from Excel files as well as text files.
For More Information Contact: C.S. Packages - Tel: (Int) + 61 + 7 3381 0888 - Fax: (Int) + 61 + 7 3105 7465