The below notes contain summaries of the recent changes and software enhancements made available in the latest AMPAREX LTS release.
There is also a small change modification concerning the version number of this new release as well. Up until now we have only used number combinations like: 4.7, 4.8 etc. to describe and differentiate between the releases.
In order to better describe and classify define a version release in terms of time, a year and the corresponding quarter of the that year similar version numbering will be used to number a release from now on, example: LTS2020q4LTS-2021.4
LTS stands for a Long Term Support release and STS for a Short Term Support.
Table of
Contentscontents:
Inhalt maxLevel 1 style circle printable false
Numbered Headings | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
GeneralNew password guidelinesAllgemeinesNeue Passwort Richtlinien (AX-10207)
AMPAREX new start
Displaying the release notes
Multilingual SMS appointment reminder
AMPAREX Messages
Master dataChargennummer und MHD (AX-10159)Batch number and expiry date
Automatic article numbers
Different consignmentdurationarrangements
Restrict discounts to specific authorisation groups
Statistics and selectionsSelect multiple customersSelling hearing or swim protection
Branch office administrationAdditional permissions
Article variants - receivers
Branch groups
Varying own contribution
Changelog for chain settingsStatistics and selectionsSelect multiple customers
Article number search
| |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Solution If the function “Search using article number in the article search field” is activated, an additional search using the article number can be carried out in the article catalogue. | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Availability from Version 2021.2 |
1 |
Branch office administration
Additional permissions
Reason for change In AMPAREX, user group authorisations could only be assigned at the module, section or tab level. A finer subdivision of user rights was not possible in the past releases. For example, a user who had access to the "Invoice" tab could carry out all actions that were possible on this tab. | |
Solution Starting with the new release more detailed authorisations can be assigned to each "Authorisation group" using the "Additional permissions" (options depend on the selection made in the authorisation menu) - e.g. the right to credit customer invoices. | |
Requirement(s)
|
Change customer status of several customers at once
Solution The “Additional functions” menu can be extended with a function “Change status” by applying an additional setting to the >>Master setting, namely “marketing_selection_modify_customer_status” and assigning a “true” value to it. After completion any status can be assigned to a selected group of customers. | |
Availability from Version 2021.13 |
Inventory management
Saved inventory parameters
Branch groups
Reason for change Inventories can be created and edited in AMPAREX. However, if one wanted to find out which parameters were used to create an inventory, it was just not possible to do so. Until now, the parameters used to create an inventory were simply not saved. It was therefore not possible to trace down how the inventory was created. | |
Solution The parameters with which an inventory was created (whether manually or using a template) will be saved in the respective inventory and can be viewed subsequently under >>Inventory >>Additional functions >>Show inventory parameters. | |
Requirement(s)
| |
Availability from Version 2021.2 |
Service contracts
Service contract templates with customer programmes
Up to now, branches could only be marked as regular branches or head office branches. It was not possible to combine several (franchise) branches into one group. | |
Solution Using the new branch groups, several branches can be combined into a group that, for example, can neither see the inventory nor the customers of another branch organisation. Branch groups can be created in the >>Branch Office Management module and individual branches can be then assigned to such groups. | |
Availability from Version 2021.2 |
Changelog for chain settings
Reason for change Changes applied to the >>Chain settings could previously only be viewed by using the changelog option in the statistics. | |
Solution Changes applied to the >>Chain settings can be viewed directly by using the "Additional features" changelog | |
Reason for change Customer loyalty programmes and service contracts could have been used together, but until now they had to be created separately. It could have happened that only the service contract was created but the corresponding customer loyalty programme was forgotten or vice versa. | |
Solution An existing customer loyalty programme can be attached to the service contract template. If a service contract is created for a customer using such template, the stored customer loyalty programme is automatically added to the selected customer’s file and is immediately activated. | |
Requirement(s)
| |
Availability from Version 2021.2 |
Price information in the Service Contract Wizard
Reason for change
A service contract could be created using a Service Contract Wizard, as long as an appropriate service contract template was available in the system. However, in the wizard itself, the data was not accordingly summarised.
Solution
The behaviour of the wizard has been adjusted so that the price of the respective article from the master data will be displayed on the first page of the wizard (article selection). However, this column will only be displayed if no “price formula” was stored in the service contract template. On the “Summary” page, the most important points are displayed again for information. These are: Start, End, Article, Price, Billing mode (monthly, yearly) and the Payment type (only the type, not the complete bank details)
Requirement(s)
- at least one service contract template
Availability
from Version 2021.2
Duration in days
Reason for change
The duration of a service contract could only be specified in months - a duration, e.g. of 14 days, was not possible.
Solution
In the service contract template, the duration can be specified not only in months but also in days now. The upper limit for entry in days is 1.000.
Requirement(s)
- at least one service contract template
Availability
from Version 2021.1
Invoices
Customer invoices as PDF in the customer archive
Reason for change
When an invoice was created in AMPAREX it was saved to the customer archive, provided the invoice template was set to be archived. However, the invoice was saved in its original LibreOffice .odt format.
Solution
When raising an invoice, a .pdf copy of it can be automatically saved to the customer archive provided the setting “Always save customer invoices as PDFs to the archive” has been activated in the >>Chain settings.
Availability
from Version 2021.1
Send customer invoices as PDF per e-mail
Reason for change
If customers preferred to receive their invoices per e-mail as a .pdf, they previously had to open each customer individually in order to then send the invoices per email using the invoice preview function.
Solution
Invoices can be sent as .pdf attachments per mail using the “Additional functions” feature on the invoice overview page.
Requirement(s)
- an SMTP interface must be activated on AMPAREX,
- customer "Invoice address" and a valid email address have to be added to the system,
- at least one “Customer Notification” document template must be available in the system,
- the option “Send invoices by post” must be deactivated on the customer file.
Verfügbar
from Version 2021.2
Article number search
Solution If the function "Search using article number in the article search field" is activated, an additional search, using the article number, can be carried out in the article catalogue. | |
Availability from Version 2021.2 |
Change customer status of several customers at once
Solution The "Additional functions" menu can be extended with a function "Change status" by applying an additional setting to the >>Master setting, namely "marketing_selection_modify_customer_status" and assigning a "true" value to it. After completion a different status can be assigned to a selected group of customers. | |
Availability from Version 2021.1 |
Change stock quantity for a provision of test hearing aid(s)
Reason for change If additional articles (e.g. batteries or receivers) were given to the customer together with the test hearing aids, then no stock movements were recorded for those articles until now meaning that the stock was not reduced and was not corrected when the test hearing aids (and the additional articles) were returned by the customer. | |
Solution The above has been corrected in the new AMPAREX release. You would need to activate the option "Change the quantity in stock also when issuing additional articles together with test hearing aids" under >>Branch office administration >>Processes. This will trigger a stock movement for the test hearing aids and accompanying articles to be recorded. This means that the stock levels will be reduced during the hand out of test hearing aids (and accompanying articles). When the articles are returned by the customer, the stock level will go up again. If the stock has already been reduced by the output, no further action will take place during the sale. | |
Availability from Version 2021.2 |
Service contracts
Service contract templates with customer programmes
Reason for change Customer loyalty programmes and service contracts could have been used together, but until now they had to be created separately. It could have happened that only the service contract was created but the corresponding customer loyalty programme was forgotten to be added to the customer's file or vice versa. | |
Solution An existing customer loyalty programme can be attached to the service contract template. If a service contract is created for a customer using such template, the stored customer loyalty programme will be automatically added to the selected customer’s file and is immediately activated. | |
Requirement(s)
| |
Availability from Version 2021.2 |
Summary information in the Service Contract Wizard
Reason for change As long as an appropriate service contract template was available in the system a service contract could be created with the help of the "Service Contract Wizard". However, in the wizard itself, the data was not accordingly summarised. | |
Solution We've added a separate summary page in the above mentioned wizard with the most important points being displayed on it again for information. These are: Start, End, Article, Price, Billing mode (monthly, yearly) and the Payment type (only the type, not the complete bank details).The behaviour of the wizard has been adjusted so that the price of the respective article from the master data will be displayed on the first page of the wizard (article selection). Please note that this column will only be displayed if no "price formula" was stored in the service contract template. | |
Requirement(s)
| |
Availability from Version 2021.2 |
Duration in days
Reason for change The duration of a service contract could only be specified in months - a duration, e.g. of 14 days, was not possible. | |
Solution In the service contract template, the duration can be specified not only in months but also in days now. The upper limit for entry in days is 1.000. | |
Requirement(s)
|
SEPA customer transfer file
Reason for change
AMPAREX supports the creation of direct debit files for open invoices. Sometimes there are also overpaid invoices when payments were transferred twice by mistake. Some of you wished to be able to generate a SEPA transfer file for overpaid invoices as well so you could transfer this to the banking programme.
Solution
Mark the corresponding invoices on the customer page and then select “SEPA transfer” from the “Additional functions” menu.
Requirement(s)
- an overpaid invoice
Info | ||
---|---|---|
| ||
|
Availability
from Version 2021.2
SEPA supplier transfer file
Reason for change Until now, it was not possible to create a SEPA transfer file for a purchase invoice in the >>Inventory management module on AMPAREX. | ||
Solution To create a SEPA transfer file for a purchase invoice, first select the invoice, then select the command “SEPA transfer” from the >>Additional functions menu. In the following dialogue, the target directory of the SEPA file to be saved could be specified. | ||
Requirement(s)
Info | | |
| ||
Availability from Version 2021.21 |
Cost coverage
Invoices
Customer invoices as PDF in the customer archive
Reason for changeSetting the option “Free of own contribution” in the offer was meant to overwrite sales prices of all articles having cost coverage. In other words for positions without cost coverage, the sales price would be set to 0.00. This would create an own contribution free offer for the customer. However this would be done regardless, so if certain positions should cost the customer the system would zero them outWhen an invoice was created in AMPAREX it was saved to the customer archive, provided the invoice template was set to be archived. However, the invoice was saved in its original LibreOffice .odt format. | |||||
Solution For the application types "Audiology" and "Optics", you can specify whether all offer positions are to be "Free of own contribution" or only those positions which have cost coverage.
| |||||
Requirement(s)
| |||||
When raising an invoice, a .pdf copy of it can be automatically saved to the customer archive provided the setting "Always save customer invoices as PDFs to the archive" has been activated in the >>Chain settings. | |||||
Availability from Version 2021.2 |
Lagerverwaltung
Anforderungen aus anderen Filialen
1 |
Send customer invoices as a PDF per e-mail
Änderungsgrund Anforderungen konnten bisher nur direkt versendet oder abgelehnt werden. Einer Anforderung konnte keine weitere Ware hinzugefügt und die Menge geändert werden. Das führte dazu, dass weitere Lieferungen bzw. Lieferscheine erstellt werden mussten. | |
Verwendung Die Maske 'Anforderungen aus anderen Filialen' im Warenausgang wurde angepasst. Hier stehen jetzt zwei Möglichkeiten zum Versenden von Anforderungen aus anderen Filialen zur Verfügung:
Die direkte Bearbeitung der Artikelposition in der Maske 'Anforderung aus anderen Filialen' entfällt. | |
Voraussetzung(en)
| |
E-Learning
| |
Verfügbar ab Version 2021.2 | |
Handbuch
|
Bestellwünsche ablehnen
Änderungsgrund
Filialen können Bestellwünsche anlegen, die durch die Zentrale bearbeitet werden. Hier war es bisher nicht möglich, einen Bestellwunsch abzulehnen.
Verwendung
Werden Bestellwünsche bearbeitet, kann ein Bestellwunsch mit einem Grund abgelehnt werden. Die bestellende Filiale erhält dazu eine entsprechende Nachricht.
Voraussetzung(en)
- Bestellwunsch aus mindestens einer anderen Filiale
Verfügbar
ab Version 2021.2
Handbuch
- Dokumentation → Lagerverwaltung → Bestellungen → Bestellwünsche | Lagerverwaltung
Verkaufspreis bei Schmuck & Uhren
Verwendung
Beim Einlagern von allgemeinen Artikeln kann ein individueller Verkaufspreis angegeben werden.
Voraussetzung(en)
- Artikel-Typ 'Schmuck' oder 'Uhr'
- Nummernverwalteter Artikel
Verfügbar
ab Version 2021.3
Handbuch
- Dokumentation → Lagerverwaltung → Wareneingänge → Wareneingang → Allgemeine Artikel | Wareneingang
Unterschiedliche Mehrwertsteuersätze in einer Eingangsrechnung
Änderungsgrund
Gibt es unterschiedliche Steuersätze (z. B. wegen MwSt. Anpassung) aus unterschiedlichen Buchungsperioden, dann konnte bisher nur ein fester Mehrwertsteuersatz ausgewählt werden.
Verwendung
In den Eingangsrechnungen der Lagerverwaltung kann neben den vorbelegten Steuersätzen 'volle Mehrwertsteuer', 'reduzierte Mehrwertsteuer' und 'keine Mehrwertsteuer' auch ein beliebiger Steuersatz in Prozent angegeben werden. Ist dies der Fall, entfällt die Anzeige/Vorbelegung aus der Klappliste 'VSt.'.
Voraussetzung(en)
- abweichender MwSt. Satz
Verfügbar
ab Version 2021.1
Handbuch
- Dokumentation → Lagerverwaltung → Eingangsrechnungen → Eingangsrechnung → Reiter 'Lieferungen' | Lagerverwaltung, Eingangsrechnungen
AMPAREX Format für Eingangsrechnungen
Verwendung
Für Eingangsrechnungen in der Lagerverwaltung können im Rechnungswesen elektronische Eingangsrechnungen im AMPAREX Format importiert werden.
Voraussetzung(en)
- CSV-Datei (UTF-8 Kodierung)
Verfügbar
ab Version 2021.2
Handbuch
- Dokumentation → Rechnungswesen→ Eingangsrechnungsimporte → Dialog 'Eingangsrechnungsimport'→ AMPAREX Format | Eingangsrechnungsimport
Kasse
Transaktionsdaten exportieren
Verwendung
Alle TSE-Datenprotokolle können zur Weitergabe/Überprüfung z. B. im 'DSFinV-K Format' exportiert werden. Hierbei wählt man entweder eine Zeitspanne aus (max. 1 Monat) oder alle TSE-Daten (hierbei aber ohne DSFinV-K). Danach wählt man den Speicherort der Datei aus.
Info | ||
---|---|---|
| ||
Die DSFinV-K ist die Beschreibung einer Schnittstelle für den Export von Daten aus elektronischen Aufzeichnungssystemen für die Datenträgerüberlassung im Rahmen von Außenprüfungen sowie Kassen-Nachschauen (Betriebsprüfung). |
Verfügbar
ab Version 2021.1
Handbuch
- Dokumentation → Kasse → Administration → TSE-Datenprotokoll | Kasse
- Dokumentation → Kasse → Kassenbücher → Kassenschnitte | Kasse
Reason for change If customers preferred to receive their invoices per e-mail as a .pdf, AMPAREX users had to open each customer individually in order to then send the invoices per email using the invoice preview function. | |
Solution Invoices can be sent as .pdf attachments per mail directly using the "Additional functions" feature on the invoice overview page. | |
Requirement(s)
| |
Availability from Version 2021.2 |
SEPA customer transfer file
Reason for change AMPAREX supports the creation of direct debit files for open invoices. Sometimes there are also overpaid invoices when payments were transferred twice by mistake. Some of you wished to be able to generate a SEPA transfer file for overpaid invoices as well so you could transfer this to your banking software. | |
Solution Mark the corresponding invoices on the customer page and then select "SEPA transfer" from the "Additional functions" menu. | |
Requirement(s)
| |
Availability from Version 2021.2 |
SEPA supplier transfer file
Reason for change Until now, it was not possible to create a SEPA transfer file for purchase invoices in the >>Inventory management module on AMPAREX. | |
Solution To create a SEPA transfer file for a purchase invoice, first select the invoice, then select the command "SEPA transfer" from the >>Additional functions menu. In the following dialogue, the target directory of the SEPA file to be saved into could be specified. | |
Requirement(s)
| |
Availability from Version 2021.2 |
Cost coverage
Reason for change Setting the option "Free of own contribution" in the offer was meant to overwrite sales prices of all articles having cost coverage. In other words for the invoice positions without cost coverage, the sales price would be set to 0.00. This would create an own contribution free offer for the customer. However this would be done regardless, and if certain invoice positions should bring the costs the customer the system would zero them out. | |||||
Solution For the application types "Audiology" and "Optics", you can specify whether all offer positions are to be "Free of own contribution" or only those positions which have cost coverage.
| |||||
Requirement(s)
| |||||
Availability from Version 2021.2 |
Inventory management
Internal requisitions
Reason for change Internal requisitions could previously only be sent or rejected. No additional articles could have been added to a requisition and the quantity could not have been changed either. This meant that additional internal deliveries and delivery notes had to be created. | |
Solution The "Internal requisition" tab has been enhanced with new features. There are now two options for sending requests from other branches:
| |
Requirement(s)
| |
Availability from Version 2021.2 |
Reject ordering - articles on a pick list
Reason for change Branches could create order requests (>>Pick list) that were processed by the head office later. Up to now, it was not possible to reject such orders from the head office. | |
Solution During the order requests processing, an order request can be rejected giving a reason. The ordering branch will receive a corresponding message. | |
Requirement(s)
| |
Availability from Version 2021.2 |
Different VAT rates in a purchase invoice
Reason for change In the past only a fixed VAT rate could be selected for each article, if there were different VAT rates from different accounting periods it wouldn’t be possible to adjust them. | |
Solution In addition to the current VAT rate any other VAT rate in percent can also be entered for each invoice position in a purchase invoice. | |
Requirement(s)
| |
Availability from Version 2021.1 |
AMPAREX format for purchase invoices
Solution Electronic purchase invoices saved in AMPAREX format can be imported in AMPAREX. | |
Requirement(s)
| |
Availability from Version 2021.2 |
Change several order positions
Reason for change Up to now, only a single position in an order could be adjusted. If an order had several similar articles and all of them had to be changed to the same quantity, it would only be possible to do so individually per article. | |
Solution Using the multiple selection, several articles can be selected at the same time. Then, the quantity can be changed in the "Quantity" field. If you change the quantity, this change will affect all selected positions. The same applies to all other editable fields. The only exceptions are the fields: "Article" and "Colour". | |
Requirement(s)
| |
Availability from Version 2021.2 |
Saved inventory parameters
Reason for change Inventories can be created and edited in AMPAREX. However, if one wanted to find out which parameters were used to create an inventory, it was just not possible to do so. Until now, the parameters used to create an inventory were simply not saved. It was therefore not possible to trace down how the inventory was created. | |
Solution The parameters with which an inventory was created (whether manually or using a template) will be saved in the respective inventory and can be viewed subsequently under >>Inventory >>Additional functions >>Show inventory parameters. | |
Requirement(s)
| |
Availability from Version 2021.2 |
Services
Connection to TIMIFY for online appointment booking
Reason for change TIMIFY is a software solution for online appointment booking and resource management. An overview of the services and functions of TIMIFY can be found → here. Please note that currently AMPAREX only supports the Enterprise version of TIMIFY. For questions directly related to the TIMIFY interfaces (e.g. setup, operation, etc.), please contact the TIMIFY support directly. | |
Solution A connection to TIMIFY can be set up via AMPAREX interface. You can find a detailed setup article (in German) → here. | |
Requirement(s)
| |
Availability from Version 2021.3 |
Bookkeeping
Define your own booking batches
Reason for change Several users work in parallel on the same booking batch and can potentially interfere with each other. | |
Solution We’ve added a possibility to group booking batches and filter the list of booking batches accordingly. One or more selected booking batches can be assigned to a new booking batch. An existing booking batch can be selected or a new booking batch can be added. This way, each user can define own booking batches to be processed. When worked on, such groups will be removed. | |
Availability from Version 2021.2 |
Writing off an unpaid invoice
Reason for change A bad debt could be written off in the >>Bookkeeping on AMPAREX. Having this information easily visible in the customer’s file could be also very important, but it was not displayed until now. | |
Solution If an invoice is written off in the >>Bookkeeping on AMPAREX, this information will appear in the customer overview in the field "Amount" (the field will be highlighted in yellow). In addition, a tooltip will indicate which invoice it is. Should the invoice be later paid by the customer, this yellow highlighting can be reset via the "Additional functions" menu under >>Invoices directly in the customer module. | |
Requirement(s)
| |
Availability from Version 2021.2 |
Noah / Audiograms
Noah Alert Dashboard
Solution The "Noah Alert Dashboard" was first introduced to Noah System 4.12. The feature can be potentially used to alert the hearing care professional to important information from customers. To send an alert, customers can send "alerts" messages to their hearing care professional using a mobile app (to be provided by the respective hearing aid manufacturer) - e.g. the customer is sitting in the restaurant in the evening and notices a malfunction in his hearing aid. He opens the hearing aid manufacturer app and sends an alert/info message to his audiologist. The next day, the audiologist sees this info on the >>My AMPAREX reminder page and can react to it. When the alert is read, the notification and info will removed from the reminder page.
| ||||||
Requirement(s)
| ||||||
Availability from Version 2021.2 |
Noah Engine 4.13
Solution Noah Engine 4.13 is supported on AMPAREX and can be downloaded via the AMPAREX download page or using the "Download Noah 4.13" button >>Desktop settings >>Noah settings on AMPAREX. | |
Availability from Version 2021.3 |
Audiological assessment
Reason for change Access to Noah measurement’s assessment (CI candidate, CPT coding rules, WHO grades of hearing impairment, total hearing loss (CH) or social index (CH)) was previously only possible via >>Additional functions menu under >>Audiograms. A comparative overview or a complete presentation was therefore not possible. | |
Solution Country/region-specific assessment of a selected audiogram are displayed on the audiogram page now. Additionally, the selection for WHO grades of hearing impairment has been improved so that only the best side is automatically searched for. If the assessment of the audiogram shows that the customer is a potential CI candidate, an implant process can be started straight away by pressing the "Implant" button. Possible CI candidates can be searched for under >>Form letter, selection using the criterion "Sound audiogram", so that they can be contacted directly. The information from the CI assessments can be added to documents printed from AMPAREX. Please note that in order to do so document templates need to be enhanced with the following placeholders:
| |
Requirement(s)
| |
Availability from Version 2021.3 |
Schnittstellen
Anbindung zu TIMIFY der Online Terminbuchung (AX-10263)
Änderungsgrund
'TIMIFY' ist eine Softwarelösung zur Online-Terminvereinbarung von Raum- und Ressourcenverwaltung. Eine Übersicht der Leistungen und Funktionen von 'TIMIFY' finden sie → hier bzw. funktioniert die AMPAREX Schnittstellen ausschließlich nur mit der 'Enterpriese' Version von 'TIMIFY'. Für Fragen die sich direkt auf die 'TIMIFY-Oberfläche' beziehen (z. B. Einrichtung, Bedienung etc.) wenden Sie sich bitte direkt an den 'TIMIFY-Support'.
Verwendung
Die Verbindung zu TIMIFY wird über eine AMPAREX Schnittstelle eingerichtet. Einen ausführlichen Einrichtungsartikel der Firma 'TIMIFY' finden sie → hier.
Voraussetzung(en)
- AMPAREX API Zugang (mit weiteren Kosten verbunden)
- TIMIFY Enterprise Zugang (mit weiteren Kosten verbunden)
Verfügbar
ab Version 2021.3
Handbuch
- Dokumentation → Filialverwaltung → Schnittstellen → Back-Office → TIMIFY | Schnittstellen
KSV1870 Bonitätsprüfung
Verwendung
Neue Schnittstelle zur Abfrage der Bonität eines Kunden. Es werden immer alle zur Personensuche verfügbaren Daten wie Name, Vorname, Geburtsdatum, PLZ, Stadt, Straße, Hausnummer übergeben. Der Nachname muss auf jeden Fall identisch mit dem gespeicherten Datensatz sein. Die eigentliche Abfrage erfolgt in der Kundenmaske über das Mehr-Menü oder über das 'Ampel-Symbol'. Die Bonität des Kunden wird als Farbabstufung in Rot (schlechte Bonität), Gelb (mittlere Bonität) und Grün (gute Bonität) dargestellt.
Voraussetzung(en)
- Vertrag mit der 'KSV1870' zur Verwendung der Schnittstelle 'Auskünfte über Personen'. Hierdurch erhalten Sie die notwendigen Zugangsdaten.
Landesspezifisch
- Österreich
Verfügbar
ab Version 2021.1
Handbuch
- Dokumentation → Filialverwaltung → Schnittstellen →Bonitätsprüfung → KSV1870 | Schnittstelle
Buchhaltung
Eigene Buchungsstapel definieren
Änderungsgrund
Mehrere Benutzer arbeiten parallel an derselben Liste des Buchungsstapels und können sich potentiell gegenseitig stören.
Verwendung
Möglichkeit Buchungsstapel zu gruppieren und die Liste der Buchungsstapel danach zu filtern. Eine oder mehrere selektierte Buchungsstapel können einem neuen Buchungsstapel zugewiesen werden. Dabei kann ein bestehender Buchungsstapel ausgewählt oder ein neuer Buchungsstapel eingegeben werden. Somit kann sich jeder Mitarbeiter einen eigenen zu bearbeitenden Buchungsstapel definieren. Beim Verbuchen wird diese Gruppierung wieder entfernt.
Verfügbar
ab Version 2021.2
Handbuch
- Dokumentation → Buchhaltung → Buchungsstapel → Buchungsstapel | Buchhaltung.
Erlösschmälerung buchen/zurücknehmen
Änderungsgrund
Eine uneinbringliche Forderung bzw. eine Begleichung einer Rechnung per Zahlungsart 'Inkasso' kann in der Buchhaltung ausgebucht werden. Diese Information kann in der Kundenübersicht wichtig sein, wurde aber bisher nicht angezeigt.
Verwendung
Wird eine Rechnung per Erlösschmälerung in der Buchhaltung in AMPAREX ausgebucht, erscheint diese Information in der Kundenübersicht im Feld 'Betrag' (Feld wird gelb unterlegt). Zusätzlich zeigt ein Tooltip auf diesem Feld an, um welche Rechnung es sich dabei handelt. Sollte die Rechnung später doch noch von dem Kunden beglichen werden, kann dieses 'Kennzeichen' über das 'Mehr-Menü' in den Rechnungen des Kunden wieder zurück gesetzt werden.
Voraussetzung(en)
- 'uneinbringliche' Forderung (offene Rechnung)
E-Learning
- folgt
Verfügbar
ab Version 2021.2
Handbuch
- Dokumentation → Buchhaltung → Buchungsstapel → Buchungsstapel | Buchhaltung
- Dokumentation → Kunden → Rechnungen → Rechnungsübersicht | Kunde
Anzahlungen versteuern
Änderungsgrund Eingehende Anzahlungen sollen zusätzlich auf ein gesondertes Konto und nicht nur gegen den Debitor gebucht werden können. Dies ist eine Anforderung aus der Schweiz. | |
Verwendung In allen Ländern bis auf Deutschland, kann per Filialketteneinstellung die Verbuchung der Umsatzsteuer für Anzahlungen aktiviert werden. Diese Einstellung entspricht nicht dem Standard und sollte nur mit Bedacht eingeschaltet werden. | |
Voraussetzung(en)
| |
Landesspezifisch
| |
Verfügbar ab Version 2021.2 | |