Product Releases
32 (Closed courses will not be included.)
Overview
  • Overview
Description
Stay up to date with Simpro’s latest release learning resources!
Courses
Available from 21 April 2024 AEST: Square ACH Payment Methods (US only), Enhanced Notification Filtering, Various other improvements
Available from 7 April 2024 AEST: Discount line items - Quote & Job detail form, Schedule Block Click Shortcut, Various other improvements
Available from 24 March 2024 AEST: Improved Test History Report in Customer Portal, Default Dashboards in BI Reporting, Enhancement and Improvements
Available from 10 March 2024 AEST: Handover access, Updating Square Payment Failure Messages, Enhancements and improvements
Available from 25 February 2024 AEST: Schedule Month View enhancements, Various other improvements
Available from 11 February 2024 AEST: Recurring invoices in arrears, Barcode Forms in PO Receipts, Only show first job for next day or all days, Improvements to Bulk Asset Imports, Variation Approval Date for BI, Various other improvements
Available from 28 January 2024 AEST: Accrued and Deferred Revenue, Improved password security, Override timesheets locked for payroll, Stripe payments for Europe, Various other improvements
Available from 14 January 2024 AEST: Stripe payments, Asset ID visible in more places, Skip between days on the dashboard, Next Service Date option on job cards, Discount on line items, Various other improvements
Available from 03 December 2023 AEST: Cc and Bcc for emails, Enhancement and improvements
Available from 19 November 2023 AEST: Lock custom fields and various other improvements
Available from 5 November 2023 AEST: Contractor jobs audit logs, Update custom fields without unlocking a paid invoice, Export Gantt Chart as CSV and filter by category, Purchase order creation date visible in jobs, US only: Square ACH Payments, Improved Integrated Payments, Enhancement and improvements
Available from 22 October 2023 AEST: Add part number and supplier/vendor to one off Items, Various other improvements
Available from 8 October 2023 AEST: Work notes and technician notes in jobs / invoices, Mandatory Two Factor Authentication for Xero users, Integration with Simtrac automatically set up, Various other improvements
Available from 24 September 2023 AEST: Directly convert leads to jobs, Modify table view to include site address for leads, quotes and jobs, Various other improvements
Available from 10 September 2023 AEST: Update employees based on custom field values, Price updated date in catalogue table view, Lock custom fields for API, Various other improvements
Available from 27 August 2023 AEST: Task templates on job cards, Start day in your Week view, Site name in Purchase Order scripts, Individual due dates and notes per item on purchase orders, Customer Portal themes, Two-factor authentication soon mandatory for Xero, Various other improvements
Available from 13 August 2023 AEST: Asset List Report, Title field in email templates, Bulk management of job cards, Galvins Plumbing automatic catalogue and supplier invoice syncing (AU only), Various other improvements
Available from 30 July 2023 AEST: Site Geolocation, Various other improvements
Available from 17 July 2023 AEST: Job CSV Export form, Asset Test History Report updates, Various other improvements
Available from 02 July 2023 AEST: Custom fields for Contractor Jobs and Contractor Invoices, Custom field for hyperlinks, Improvements to Scripts, Various other improvements
Available from 18 June 2023 AEST: Freight / shipping charges on purchase orders, Audit logs for quotes, Supplier Purchases Report Itemised View, Various other improvements
Available from 04 June 2023 AEST: New History tab for contractors, Euro currency format, Various other improvements
Available from 21 May 2023 AEST: Toggle default for ‘Send without form’, (UK & IE only) Add CO alarm fields to gas safe certificates, Various other improvements
Available from 07 May 2023 AEST: Oakleys automatic catalogue and supplier invoice syncing (NZ only), Flexible Payment Terms, Asset Cost Analysis Report, To Date Claim Amount Excluding Tax for Form Build templates, Various other improvements
Available from 23 April 2023 AEST: Protect information of archived employees and contractors, Various other enhancements and improvements.
Available from 09 April 2023 AEST: Rexel automatic catalogue syncing (UK only), System Condition Form improvements, Import payments to multiple companies at the same time, Copy schedule to additional staff, Amount Remaining in the Pending Jobs table, Rebranding UI/UX update, Various other improvements.
Available From 26 March 2023 AEST: Automatic catalogue and supplier invoice syncing for MMEM group (AU only), Improved asset handling, Various other improvements
Available From 12 March 2023 AEST: Print and send selected cost centres on quote and job forms, View and re-export transactions to the accounting link, Option to include weekends in response times, Current date format in emails and form builder templates, View Lead/Quote/Job status on the Details tab, Various other improvements
Available From 26 February 2023 AEST: Add multiple contacts to sites in the customer portal, VoIP improvements, Due date per item on purchase orders, Automatically archive expired quotes and jobs, Various other improvements
Available From 12 February 2023 AEST: Modify Table View for Customer Portal, Updates to simPRO EULA & Privacy Policy, Mark one off items as inventory when importing, Various other improvements
Available From 29 January 2023 AEST: Email and Cheque number in Modify Table View, Airefrig automatic catalogue and supplier invoice syncing (AU only), Mobile security permissions update, SFG20 Integration (UK only), Enhancements and various improvements
Available From 15 January 2023 AEST: Various Improvements