New features

Add-Ins

• Import Formats: This new module is used to import to Acomba X data from a CSV, XLS or XLSX data file. Each line of the original file represents an entry in the Acomba X database. To obtain this new data import tool, contact Customer service at 1 800 862-5922.
  This tool can be used to import general ledger accounts, activities, customer, suppliers, products, supplier products, additional products, product categories, serial numbers, items and price lists. For example, rather than manually enter new prices in each product file, the user can import all prices in a single step.
  
  • The View File button is used to view the data file in order to respect this structure when creating an import format.
  • With import formats, it is not necessary to format the data file. In the Structure, simply associate the fields of the Acomba X files with the CSV, XLS or XLSX file columns. The Add check box is used to specify if the value of a field must be added or not to the files. The Update check box is used to specify if the value of a field must be updated or not in the files.
  • When the import format is defined, simply click the button to import the data file in Acomba X.
  • The Data Import window indicates the number of files created, modified and not imported.
    
  • The View Log button displays the result of the import, the errors and a brief description of the errors.
    

Administration Console:

• Server in SDK Development or Company version: An external developer can now configure a server in SDK Development or Company version. This configuration is performed on the workstation where the Acomba X server is installed.

Connexions

• Customers who have the Accountant Program plan now have access to the Connexions module. This module can be used to send batch account statements by email.

Improvements

Accounts Receivable

• Customer - BO Allowed file: To ensure proper management of the quantities on back order (BO) when entering an order, the BO Allowed option has been added in the Customer file, Transactions tab. When the option is activated in the Customer file, the system checks if the option is also activated in the Product file. If so, the product ordered can be invoiced a second time for the missing quantity.
  

Invoicing

• Reference currency: The reference currency is now indicated beside the total on the invoice, order, open order, quotation and purchase.
  

Inventory

• Goods to Purchase report: In this report, the calculation method to obtain the quantity to purchase of a product now takes into consideration the quantities on order.

Corrections

Administration Console:

• Server Name: When modifying the Server Name in the console, under the Customer tab, the new name was not maintained. A correction has been made.

Accounts Receivable

• Customer file: In the customer file, under the Transactions tab, the receivable can no longer be changed for a receivable in a different currency if transactions are already associated with this customer.
• Reports - Invoices paid in cash: Following a migration, invoices paid in cash do not appear in the following reports: Purchase History, Credit History and Account Statement. A correction has been made.

Invoicing

• Invoice the current transaction : A message could be displayed when invoicing a current transaction (order, open order or quotation). A correction has been made.
• Order, open order, quotation: In a specific case, the product description was printed in French in the transaction whereas the language defined in the customer file is English. A correction has been made.
• Import data from format : When data from a quotation format were imported in a transaction (invoice, order, open order, format), the quantities were reset to zero. A correction has been made.
• Optional products in a transaction: When adding a product that has optional products in a transaction, a message could be displayed. A correction has been made.

Inventory

• Receipt of Goods: In the Receipt of Goods window, in some cases, non-selected products could still be processed as being received. A correction has been made.
• Kit type product: When creating a Kit type product, in some cases a message could be displayed when saving the product file. A correction has been made.
• Product - Available quantity: In a specific case, the available quantity indicated in the Product file, Quantity tab, was inaccurate. A correction has been made.