| General |
Reporting |
Automatic Deletion of PDF Documents from Local Computer After Printing or E-mailing |
In this enhancement, all PDF files created in your local machine will be deleted after the print process or when the e-mail has been sent out to the recipient. |
DocView.aspx?DocumentID=%7b0c2b4d84-d5e1-47c2-a287-930b7cecd482%7d&Noheader=1&nosubject=1 |
| General |
General |
Changes in Product Update 396 Available in Product Update 395 |
A few VAT related changes are implemented in product update 396. These changes are also reflected in product update 395. |
DocView.aspx?DocumentID=%7ba3197fe6-e77a-49f7-bca6-f7531e9bea39%7d&ReturnTo=DocList.aspx%3fSource%3dMyDocuments |
| Finance |
Settings |
Bank Name Field Extended |
The details of the bank account such as the name, address, contact person, SWIFT and BIC codes, and others can be maintained for each back account. Certain bank account names are very long and require longer spaces to type the text. You can now type up to 70 characters for bank account names. |
DocView.aspx?DocumentID={ab8f5e59-514d-4a7c-9a04-c3c5f0f5995c}&noheader=1&nosubject=1 |
| Finance |
Processing |
E- mail Address of Contact Person Linked to Invoice Address Used When Sending Payment Reminders |
When sending payment reminders via e-mail, it is always sent to the customer's contact person that is linked to the invoice address. |
DocView.aspx?DocumentID=%7bab14fa0b-418c-489e-8963-c8eb5e2cbd0e%7d&NoHeader=1&NoSubject=1 |
| Finance |
Processing |
Option to Print Outstanding Amounts For Debtor and Creditor Together With the Contents of the Notes |
You now have the option to print a report of your outstanding amounts with and without notes together with the contents of the notes. |
DocView.aspx?DocumentID=%7b2c9fbda6-5e1a-47a4-a461-aa2467754221%7d&NoHeader=1&NoSubject=1 |
| Finance |
Entry |
Country and Company Name Pre-Filled When Checking for Account Validation and Risk Profile Report |
When checking for account validation and risk profile report, the company name and country will be pre-filled with the relevant information from the account maintanance. The icon that displays the risk profile rating will have a tool tip "Risk indicator" for information and stardardization purposes. |
DocView.aspx?DocumentID=%7bf2578bff-f0fb-48ff-8fae-20551b4caec0%7d&NoHeader=1&NoSubject=1 |
| Cash flow |
Processing |
Change in System Generated Payment Reference |
A payment reference is used to identify a specific payment and is also used for reference in the export or import of bank files in electronic banking. The “XX” that is displayed before and after a payment reference will be removed for easier identification. |
DocView.aspx?DocumentID={8f7d06d6-1c15-4634-bd1c-35b5c998daf1}&noheader=1&nosubject=1 |
| Cash flow |
Settings |
Foreign Fund Transfer for Westpac Banking Corporation is Supported |
Westpac is the largest bank in Australia by market capitalization. Foreign fund transfer (EFT) is now supported for Westpac if the country code is AU (Australia). |
DocView.aspx?DocumentID={87b7ab47-49b2-4f67-b134-84a9d87a08dd}&noheader=1&nosubject=1 |
| Cash flow |
Entry |
Option to Write-off Unmatched Amounts as "Balance" in Deduction Management When There is Partial Allocation of Receipts/Payments |
The deduction management functionality has been enhanced to allow unmatched amounts to be written off as "balance" when there is a partial allocation of receipts/payments. |
DocView.aspx?DocumentID=%7b73347456-d8e7-4da1-8b0b-09c078eaa33f%7d&NoHeader=1&NoSubject=1 |
| Cash flow |
Processing |
Enhancement to Cash Flow by Controlling Reprinting and Preventing Duplication of Cheque and Letter of Credit Numbers |
You can now reprint cheques and letters of credit only if you have the relevant function rights. You also cannot enter the same cheque and letter of credit number that has been used before in the system. |
DocView.aspx?DocumentID=%7b21c97976-7b0a-4f6b-a5b2-54e6556e2740%7d&NoHeader=1&NoSubject=1 |
| Cash flow |
Processing |
Support and Changes for Bank Formats |
Additional bank formats have been added and changes to existing bank formats are implemented to support these cash flow functionalities. |
DocView.aspx?DocumentID=%7b29cc2e68-4f5a-441a-b1d7-61e00757d248%7d&NoHeader=1&NoSubject=1 |
| Invoice |
Processing |
Method of Sending Documents to Customers Based on Account Settings |
Invoices and reminder letters are common documents sent to the customers. Different customers have their preference to receive such documents, in the form of hard copy, via e-mail and other methods. The preferred method to receive such documents can be defined in the debtor maintenance. In order to simplify the processing of such documents, an option to send documents to the customers based on the preferred method defined per customer is added to the screen when processing these documents. |
DocView.aspx?DocumentID=%7ba440338b-1b9b-4810-b49c-a4b37f9fb491%7d&noheader=1&nosubject=1 |
| Order |
Entry |
New Function Rights for Receiving Return to Merchant Authorization (RMA) Orders Introduced |
The Return to Merchant Authorization (RMA) functionality allows you to manage materials returned by customers. In general, the user who issues RMA orders may be different from the user who receives the returns. Function rights determine the access to certain functions that an employee has as it provides better security control and prevents vital information from being exposed to unauthorized personnel. In this enhancement, function rights for receiving materials returned by customers have been introduced. |
DocView.aspx?DocumentID={590fa4a7-e5cc-4b10-af56-c6971a36a4c4}&noheader=1&nosubject=1 |
| Order |
Processing |
Enhanced Viewing of Stock and Sales Price Information |
This enhancement provides you with detailed information on the default price list of a selected debtor, display price selection based on quantity entered, and automatic adjustment of column width displaying information on stock availability. |
DocView.aspx?DocumentID=%7b6375c7ae-0655-45b2-99d6-6e1d57ad20ab%7d&noheader=1&nosubject=1 |
| Order |
Entry |
Option to Filter Picking Lists by Fulfillment Date Range |
In this update, you have a date range to filter the picking lists by the fulfillment date such as equal to, before, after, or within the date specified. |
DocView.aspx?DocumentID=%7b52dda553-7706-4ef1-af9d-efd61220f188%7d&noheader=1&nosubject=1 |
| Order |
Entry |
Notification Message Displayed when Lower Sales Order Number Entered |
In this enhancement, when an order number is entered manually which is lower than the system-generated number, the user will be prompted with a notification message. |
DocView.aspx?DocumentID=%7b89a9633d-f075-4d57-9477-58f48090b452%7d&noheader=1&nosubject=1 |
| Order |
Entry |
Total Quantity on Order (Per Unit) and Sales Unit Fields Enabled in Picking List Layout |
In this enhancement, the picking list layout has been enhanced to include the total quantity on order (per unit) and sales unit. |
DocView.aspx?DocumentID=%7b3d52be90-f768-4aef-8765-58ebfbc402ba%7d&noheader=1&nosubject=1 |
| Inventory |
Processing |
Delivery Notes and Location Transfer Notes for Interbranch and Location Transfers Printed only after Successfully Registering Transactions |
In this implementation, the logic for fulfilling or processing interbranch transfers and location transfers is enhanced so that the delivery notes or location transfer notes are printed only after the corresponding transactions are successfully registered in the administration. Consequently, you can avoid printing delivery notes and location transfer notes for unsuccessful transactions. |
DocView.aspx?DocumentID=%7ba40fa1d0-7e41-46b7-94ab-0e72fde939b9%7d&NoHeader=1&NoSubject=1 |
| Purchase |
Processing |
Void General Ledger Entries Created in Purchase Reconciliation |
In this enhancement, when you change the reconciled purchase journal entry with the price difference, the additional general journal entry created during the reconciliation process will be voided as a result of un-reconciliation. |
DocView.aspx?DocumentID=%7b020f5bac-ebb1-4326-9ce5-1d621e4fe72d%7d&noheader=1&nosubject=1 |
| Purchase |
Entry |
Option to Exclude XML File when Sending Purchase Orders via E-mail |
In this enhancement, you now have the option to exclude XML files when sending purchase orders by e-mail. |
DocView.aspx?DocumentID=%7bb79e8c87-6862-4487-9cf1-f8c2c599f01d%7d&NoHeader=1&NoSubject=1 |
| Purchase |
Entry |
Item Price Remains when Changing Quantity in Purchase Journal Entries |
In this enhancement, when changing the quantity in the purchase journal entry lines entered using the ITR functionality, the price will remain unchanged based on the purchase order. This will provide accurate figures when recalculating the amounts in the entry lines with the prices taken from the original purchase order. |
DocView.aspx?DocumentID=%7b8abf3013-fe99-4fa4-85b3-bed805526c81%7d&NoHeader=1&NoSubject=1 |
| Projects |
Processing |
Allocated Landed Cost Shown in Project Planning |
In this enhancement, the landed cost allocation will be displayed in the project planning and project card. |
DocView.aspx?DocumentID=%7b7e3dc012-b438-4060-a282-ba9746152c3c%7d&NoHeader=1&NoSubject=1 |
| CRM |
Entry |
Adding Social Media References for Contact Person |
In this enhancement, the access to social media such as Facebook, MSN, LinkedIn and others have been introduced. People who work in an organization (your customers, your suppliers, your partners, etc) will often have social identities. This functionality allows you to access external sites/applications and build relationships with people by offering a possibility to register these external references and provide an easy link to the external sites/applications you use. |
DocView.aspx?DocumentID=%7bc9d4dcba-5fab-473d-8542-0bf66f748e6e%7d&noheader=1&nosubject=1 |
| CRM |
Processing |
Document Generated from Word Merge Function Will Be Automatically Deleted from Local Drive |
It is now possible to automatically delete files generated in your local drive when closing the screen after performing the word merge function. |
DocView.aspx?DocumentID=%7b99cc3881-1413-4f84-8627-df4a4a5b410c%7d&NoHeader=1&NoSubject=1 |
| Accountancy |
Processing |
Free Fields of Master Data Copied to Other Databases |
With the Company data functionality, you can create, open, back up, and restore a company or database, as well as link the database to a customer. In this implementation, the free fields of the master data will also be copied to another database when you copy and update the master data and settings. |
DocView.aspx?DocumentID={7bf194ad-fc77-4299-882e-fe30eff1832f}&NoHeader=1&NoSubject=1 |
| System |
Processing |
Combination of Exact Globe and Exact Synergy Enterprise Supported for XML Replication |
XML replication is used to exchange data between Exact Globe and Exact Synergy Enterprise. Different versions of Exact Globe support XML exchange with different versions of Exact Synergy Enterprise. |
DocView.aspx?DocumentID={4180ad79-8788-46ee-8b41-d7cb4780618f}&noheader=1&nosubject=1 |
| General |
General |
ProductUpdater and MSI Installer Enhanced with Alert Message for Crystal Reports XI |
As Crystal Reports XI is now supported from this product update onwards, you are required to convert your customized reports to Crystal Reports XI if you are using E-Report. To ensure awareness of the requirement, an alert message is added when you update Exact Globe to product update 395 using ProductUpdater or via installation with the MSI installer. |
DocView.aspx?DocumentID=%7b893ccada-b8ed-43d6-a887-c9ca397f8536%7d&noheader=1&nosubject=1 |
| Country specific |
India |
Non-Perpetual Inventory Functionalities Enabled (Indian Legislation) |
Non-perpetual inventory is a very useful inventory registration for financial administration in southern Europe. The stock transactions will be recorded using the Anglo-Saxon method for the day-to-day operation even when non-perpetual inventory is used. The transactions will be converted to the non-perpetual inventory method only after running the non-perpetual inventory. This conversion is non-reversible and has to be done periodically and manually due to system performance reasons. The non-perpetual inventory functionalities were implemented for selected legislations and it is now supported for Indian legislation. |
DocView.aspx?DocumentID=%7bc871adce-0b06-448e-aac8-ae8a79f59647%7d&NoHeader=1&NoSubject=1 |
| Country specific |
Belgium |
Option to Group EU Sales List of VAT Codes by Services (Belgian Legislation) |
The European Union (EU) sales list is a return document to prove that the sales product involved is exported to another EU member state. You can choose to group EU sales lists that are linked to the administrations of tax codes in the EU countries by various options using the function for creating and maintaining VAT codes. In this implementation, you can also group the EU sales lists by services. This feature allows you to distinguish the reporting between the transactions of sales of goods and services. |
DocView.aspx?DocumentID={3627c4db-a67a-4e52-9bca-738d8e90c4c7}&NoHeader=1&NoSubject=1 |
| Country specific |
Belgium |
Enhancements to Belcotax (Belgian Legislation) |
Enhancements have been made to Belcotax due to the requirement for legal compliance where since 1 January 2010, the content and frequency of this fiscal reporting has been changed in Belgium. |
DocView.aspx?Action=View&DocumentID={51f71d53-c49a-4b4f-a8a1-115712731fec}&noheader=1&nosubject=1 |
| Country specific |
Belgium |
Belgian Debtors Excluded when Exporting European Union Sales List and Generating Crystal Reports (Belgian Legislation) |
In this enhancement, when reports are generated for a return, all European Union countries that are liable for VAT will be included except for Belgium. |
DocView.aspx?DocumentID=%7b79de991c-11d9-4242-99c5-f5e524e9a451%7d&NoHeader=1&NoSubject=1 |
| Country specific |
Netherlands and Belgium |
Improving Efficiency by Sending and Receiving Invoices Electronically (Dutch and Belgian Legislations) |
You can now send and receive invoices electronically. This improves the efficiency in registering your purchase invoices and eliminating data entry errors as the invoices can be registered with the click of a single button. You are required to register as a user to obtain the user ID and password for your digital postbox, and define the appropriate settings in order for you to use this electronic invoicing functionality. With the digital postbox, electronic invoices can be sent and received between Exact Globe, Exact Compact, Grote Beer, and Exact Online. |
DocView.aspx?DocumentID=%7b4e68a118-ad6a-4647-a408-0baa2a9caa24%7d&noheader=1&nosubject=1 |
| Country specific |
Canada |
Province Not Mandatory for Tax Schedules (Canadian Legislation) |
To make it easier and more convenient when maintaining tax schedules, it is no longer mandatory to specify the province in tax schedules. |
DocView.aspx?DocumentID=%7be46d40f9-9637-4416-809b-54fcbd242332%7d&NoHeader=1&NoSubject=1 |
| Order |
Settings |
New Option to Print Extra Descriptions in Quotations, Blanket Sales Orders, Confirmation Slips, RMA Order Confirmation Slips, and Delivery Orders |
You can define extra descriptions of freight terms in the default or foreign languages in the following:
- the accounts receivable maintenance screens linked to blanket sales orders, and
- the accounts receivable maintenance screens linked to sales orders, quotations, and RMA orders or the Conditions screens of the respective entries.
|
DocView.aspx?DocumentID={5cae4ba3-a94e-4572-bc6e-28200502bcc0}&NoHeader=1&NoSubject=1 |
| Order |
Reporting |
New Option to Filter Sales Reports by Delivery Debtors |
You can generate various reports related to sales such as the sales order, sales order to be processed, and sales order history reports. You can filter the reports by the debtors who place the orders (order debtors) and the debtors who will be invoiced for the orders (invoice debtors). In this implementation, you can also filter the reports by the debtors who will receive the orders (delivery debtors). |
DocView.aspx?DocumentID={fe6d2720-d726-4acb-af73-4ef9a0bb0873} &NoHeader=1&NoSubject=1 |
| SDK |
Entry |
CSSDKProject — SDKLaborHours Supports Standard Items |
The SDKLaborHours interface component allows you to create and maintain labor hour entries. The SDK function is enhanced to accept standard items (excluding serial/batch items) besides hour items. |
DocView.aspx?DocumentID={b8a31169-25a3-4061-bff4-65cc741d7f47}&noheader=1&nosubject=1 |
| SDK |
Processing |
SDK Functionality Extended to Support Electronic Invoicing Implementation |
The electronic invoice functionalities were implemented for standard invoice printing functionalities in product update 392. It was further enhanced in product update 395. The Output option when printing invoices can be based on the invoicing method defined in the debtor maintenance screen and to specify if the electronic invoice is to be attached when sending the invoice directly via e-mail during the print process. The SDK components are enhanced to recognize if the Output option is Based on account and determine if the electronic invoice file is to be attached to the e-mail. |
DocView.aspx?DocumentID={1e374b70-3826-4784-9725-c2a88675e74f}&noheader=1&nosubject=1 |
| Invoice |
Entry |
Sending an Invoice with Multiple Layouts in One E-mail |
In this enhancement, you can send an invoice with multiple layouts in one e-mail for easy tracking. |
DocView.aspx?DocumentID=%7bdaa2c21d-7297-427e-92c3-d4210d96f5bc%7d&noheader=1&nosubject=1 |
| General |
Reporting |
Crystal Reports XI Supported |
Exact Globe supports Crystal Reports XI. With this support, you are able make use of the new features including the dynamic and cascading prompts, HTML preview, dynamic image location, editable RTF format and intelligent charting, among others (as published by Business Objects). |
DocView.aspx?DocumentID={c8a80df8-d407-4d65-90b8-3411c26247ff}&NoHeader=1&NoSubject=1 |
| General |
Reporting |
Enhancements to Print Function when using Crystal Report XI |
Enhancements have been made to the print function where the printer selection and most common options are combined into one screen. |
DocView.aspx?Action=View&DocumentID={ca1385b2-1ba3-4b5f-ab11-857c9f8a4619}&noheader=1&nosubject=1 |
| General |
General |
Exact Globe Certified for Microsoft Windows 7 |
Exact Globe is one of the first enterprise software solutions to receive the certification for Windows 7 from Microsoft, which allows it to carry the “Certified for Windows 7” logo. The logo signifies the compatibility and reliability of systems and devices with the new Windows operating system. The general retail availability of Windows 7 is set for October 22. As of that day, all Exact Globe customers will be able to benefit from productivity enhancements offered by Windows 7. Exact Globe will make extensive use of the new features offered by Microsoft, which leads to better efficiency and user-friendliness.
Exact Software is very proud to offer our Exact Globe customers the compatibility with Windows 7 from product update 395. Together with Microsoft, we are able to improve the user experience from our joint solution and to help our customers increase their productivity and efficiency.
Exact Globe is our first Microsoft certified solution. Other Exact solutions will follow suit. This certification shows our dedication to our customers so that they can benefit from a new technology as soon as it is available. Exact Software is also dedicated in adjusting our products swiftly to new market developments.
One of the most visually noticeable changes is the Jump List of Windows 7, which is a handy way to quickly access the files you have been working on. With this feature, you can have easy access to the recently accessed administrations, perform updates, access the customer portal, and others. |
DocView.aspx?DocumentID={418fbfac-c487-40ba-8c23-21825796df00}&Noheader=1&NoSubject=1 |
| ADD-ONS |
Processing |
Measurement Calculation Formulas of Items and Measurement Calculation Values of BOMs Linked to Items Copied to New Items |
In this implementation, the measurement calculation formulas of items and the measurement calculation values of individual components of BOMs linked to items will also be copied to the new items. |
DocView.aspx?DocumentID={1f470895-4e5d-472c-acf5-b93edc56b64d}
&NoHeader=1&NoSubject=1 |
| System |
Processing |
Option Not to Create Master Data when Performing XML Import for Financial Entries and Transactions |
In this enhancement, in order to comply with Sarbanes-Oxley requirements, you have the option not to create the master data when importing financial entries and transactions with the XML functionalities. |
DocView.aspx?DocumentID=%7b183dde23-306f-48c1-9d28-ae02cb5c98ca%7d&noheader=1&nosubject=1 |
| System |
Settings |
Better System Integration with Entity Services |
New entity services are enabled for Exact Globe. With these entity services, you are able to make use of the existing data by retrieving and manipulating the data available in the system with the various applications that support your business. |
DocView.aspx?DocumentID=%7b17c6b001-5e79-4b52-bcea-2ec03e5f7637%7d
&NoHeader=1&NoSubject=1 |
| System |
Settings |
Option to Print Full Names of Contact Persons for Invoice Debtors in Confirmation Notes, Delivery Notes, Quotations, and Invoices Available |
In this implementation, you can add the full names of the contact persons for invoice debtors, namely the first names, middle names, and last names, in the confirmation, quotation, delivery note, and invoice layouts. This feature allows you to capture the complete name of every contact person. |
DocView.aspx?DocumentID={153a6c32-afd6-44ec-a57a-d404b3f3c622}
&NoHeader=1&NoSubject=1 |
| System |
Processing |
New Option to Clean Up XML Import Logs |
Whenever you import XML files to Exact Globe, the XML import results which are the log of the relevant events will be recorded. An option to remove the XML logs are added to the functionality for cleaning up logs. Consequently, you can reduce unnecessary information in your system. |
DocView.aspx?DocumentID={a52dbc53-b041-4679-9bc6-375f6d1b240b}
&NoHeader=1&NoSubject=1 |
| System |
Processing |
Improved Performance with Obsolete Logistic Records and MRP Planning Records Cleanup Tool |
Logistic processes in Exact Globe generate MRP planning records. Examples of logistic processes are sales orders, blanket sales orders, return to merchant authorization (RMA) orders, purchase orders, blanket purchase orders, return to vendor (RTV) orders, interbranch transfers, and quotations.
Over the years, as customers’ databases become larger with logistic transactions, the database actions on these records become slower. Historical records such as completed sales or purchase orders may be considered obsolete after the completion of the logistic processes over a certain period of time. In order to enhance the performance of the administration, these obsolete logistics and planning records are best deleted. |
DocView.aspx?DocumentID={cafc2a22-6e93-4ed1-afa6-e222f0540a5a}&NoHeader=1&NoSubject=1 |
| System |
Processing |
Improving Performance of Retrieving Balance Totals |
Enhancements have been made to improve the performance of retrieving balance totals whereby you are required to enable a new Use balance tables to improve performance setting. |
DocView.aspx?DocumentID=%7b7caa1d36-315e-4c44-93df-757f05b188fa%7d&NoHeader=1&NoSubject=1 |
| Database Change |
Database change |
Data Model: 395090728 |
|
DocView.aspx?DocumentID={ae432031-8802-4728-8e5d-a19f53a97a2d}&NoHeader=1&NoSubject=1 |
| Database Change |
Database change |
Data Model: 395090821 |
|
DocView.aspx?DocumentID={b85f828a-f390-4a90-9c1b-59f862f4b575}&NoHeader=1&NoSubject=1 |
| Changes in Past Releases |
Processing |
Product Update 394: Skip Printing Processed Invoices Sent via E-mails with New Setting |
When you process and print invoices or print previously processed invoices, you can choose to send the invoices electronically via e-mail to your customers, and print out copies of the invoices as well. In certain situations, you may not need the hard copies of the invoices anymore once e-mailed. As such, a new setting to control whether you want to print single or multiple processed invoices sent via e-mails or not is added to Invoice settings. This feature is very convenient as you can eliminate unnecessary waste of paper by printing the invoices as and when required. |
DocView.aspx?DocumentID={ba021f6e-ee1d-42e9-9077-48fd3aa66eac}&NoHeader=1&NoSubject=1 |
| Changes in Past Releases |
Settings |
Product Update 392: Enhanced Format of INTRASTAT Files (Portuguese Legislation) |
INSTRASTAT is a system used to collect the statistics on the trade in goods among European Union (EU) countries. From the statistics, the respective governments formulate trade policies and plan the infrastructure needs. Traders can make their declarations on the INTRASTAT transactions to the respective country's Central Statistical Office by generating INTRASTAT returns in text files. For more information, see Intrastat for Portugal. In line with the requirement from the tax authority, the data in the file is separated by “;”. |
DocView.aspx?DocumentID=%7b6f5e7a8e-b95a-4754-91d0-dea32e0d3a94%7d&NoHeader=1&NoSubject=1 |
| Changes in Past Releases |
Processing |
Product Update 394: VAT Return Layout 303 Supported (Spanish Legislation) |
VAT (value added tax) returns are used by businesses that receive and issue invoices or have other operations where VAT is charged. A new VAT return format 303 has been introduced by the tax authority in Spain. |
DocView.aspx?DocumentID={4e6e3588-9bc3-4553-8c8a-9c9d5201c454}&NoHeader=1&NoSubject=1 |
| Changes in Past Releases |
Processing |
Product Update 394: Password Removed for Matching and Unmatching Tax Terms for Tax Creditors in Ontario Province (Canadian Legislation) |
In this enhancement, passwords are no longer required in the Ontario province in Canada when you perform matching or unmatching of the tax terms that have not been processed. You are able to use the functions directly without requesting for password. |
DocView.aspx?DocumentID=%7b566ef363-977d-47d9-b11e-9b21284e40c6%7d&NoHeader=1&NoSubject=1 |