Previous updates
On this page you will find a short summary of the changes to our updates.
Releasenotes 6.7
- Article configurator Take article description correctly from Excel sheet.
- Trailer and tractor combination now directly visible in transport requirement screen.
- Opening reservations from service voucher improved
- Statement processing further improved (#191640)
- In the Invoice overview screen, we now also show the VAT balance. (#191628)
- Repairs, service and maintenance are properly documented.
- Generating a packing slip after a last mancave could cause an error.
- The search for natural persons (individuals) in the relationship management has been improved
- Sales orders can now be entered directly with the insert key. This speeds up the entry of order lines into a sales project.
- Consistency programme of version 6 made operational again and a check on debtors and creditors added for the subadministration
- Due to a change at Exact Online, we had to urgently release another patch in version 6.7.19.
- Anonymising relations has been put back in the right place in version 6.
- Invoicing of a partial delivery with a sales order has been improved
- Heading 1E improved in the VAT return
- Show previously exported invoices can be displayed from 6.7.29 onwards and this also allows the user to revert the status of the invoice. This is useful in case of errors which can be caused by Exact Online or other 3rd party financial packages. This way you can re-export erroneous invoices in a new file.
- We have improved the address field for sales orders, so that the address is now also printed better on the layouts.
- Callsheet per day has been updated, so that the layout does not show any unnecessary notification.
- Updated article configurator, now also supporting other punctuation and hyphenation.
- In the Personnel Information Centre (PIC), it is again possible to send files as attachments.
- Purchase invoice control and catalogues improved (#191562 / #191550)
- Leave request shows immediately when an employee is scheduled.
- When opening a hiring order from the notification screen, a yellow window (trace) was displayed, which was not necessary.
- Generating time registration for leave days has been changed, so that it is now also possible to register hours for half days. (#191604)
- Generate timesheets for leave now better calculates working hours and time corrections (#191605)
- The new screen 'Financial status projects' (advance payments) has more settings. For example, it is now possible to set the number of days to look ahead and to filter on project types.
- Financial status of projects (advance payments) is now checked from the planning period and not the rental period.
- It is also possible to install a 2FA input application via our website, with which we can read out the 2FA code in RentBuddy in an even more secure way. Without having to go to an online tool.
- Printing stock positions now has the option to print only items with stock. (#191467)
- Changing the VVP from a catalogue gave an error message (#191547)
- Excel export possible for the financial package Twinfield
- SmartDocs enhanced for the RentBuddy Backstage App
- Car planning occupants do not show the expired persons
- From the transport requirement screen, directly view the vehicle planning detail.
- Shared URL can now also be automatically assigned on the basis of the SERIENUM of the Item, in addition to the fact that this was already possible for the INVENTORY NUMBER
- New financial status screen for projects to check whether a payment condition is set to "Advance" and whether payment was made on time.
The system checks projects starting from today through the next 3 days. - DigiSign / Digital Signature the confirm button removed at the top of the page.
- Hour correction now carried out correctly from clocking in and out in RentBuddy
- Control of maximum number of hours for clocking out from RentBuddy PC. There is a new parameter TIME_MAX_CHECKOUT where you can enter the number of hours yourself.
- When approving a leave, today's date and the user's name are now entered by default. The screen has also been changed to one window without a tab.
- If an EVENING is selected when creating a new project, the actual rental days of the period are now calculated again.
- When creating a service and maintenance, one arrives at OPEN services. We have adjusted the date range on request so that several open services are then visible.
- Add combination items screen has been made larger and you can now double click on the whole line instead of just clicking on the check mark.
- Stockentries module improved for customers who do not wish to use this module.
- From 'leave days to approve', the annual hours overview can be opened directly per employee to view overtime.
- Possibility of generating the hours for ALL employees at the press of a button.
- In the contact management it is possible to search by POSTCODE.
- In the contact management it is possible to search by PHONE NUMBER
- Added an address and postcode column to the customer relations management to facilitate searching by address or postcode.
- Statement processing now refreshes itself after matching, so that you can immediately see what has been matched.
- Searching within the search screen of creditors has been accelerated.
- Statement processing matching improved for various banks.
- The ability to send reminders with reports has been restored and improved in terms of the interface and available features.
For example, sending an email message that includes the invoice numbers instead of just attaching them.
(#191488) - Improved foreign purchase invoices in the purchase invoice control screen.
- Entry and exit screen shows a project multiple times when multiple timelines were present.
- Checklist distribution is working correctly again.
- The handle or distribution button in the tasks from the main screen gave an error message (#191513)
- VVP catalogue import does not always update the VVP (#191467)
- Sending payments via MyPonto with non-educational characters in the name gave an error message.
- The web planning board now shows the venue data correctly.
- Backstage 10/1/21
– Multiple languages are supported, including English, French, Italian, and German
– SmartDocs / Document management is now better integrated
– Automatic logout has been improved; users will now be logged out only after 30 minutes of inactivity.
- A consistency has now been added to the employee time sheets. Here it is now possible to check for overlapping times on the timesheets.
- Automatic time registration based on approved leave days.
- Automatic time registration on the basis of fixed holidays. The working hours of the employee are taken into account.
- It is possible, as a user, to specify that you will never be notified of staff working hours in personnel planning. This is for the purpose of automatic time registration for leave and holidays.
- When you clock out in RentBuddy, you can immediately record an internal memo.
- When you enter a relation in the sales order, the linked debtor is automatically filled in.
- The search for inventory numbers from the main menu has been solved.
- It is now possible to use combinations / request items in sales orders (#190652)
- When creating a separate rental project, the layout of the screen went wrong. This went particularly wrong when a one-off relationship was chosen.
- When you went from the CRM to the sales order overview, the fields on the screen were mixed up. We have fixed this in version 6.7.
- The sales order did not always include the correct rental unit. This mainly affected personnel and transport items. (#190931)
- When an order confirmation has been created and you, as a user, still want to change the order, the status of the order confirmation was not recognised and RentBuddy shows the quote layout (#190910)
- For completed sales orders, only a compressed packing list is now shown. This provides a better overview. (#190637)
- The RESERVATIONS screen did not take into account inactive items. (#190965)
- When creating a SALES ORDER, the QUOTE for the sale was always selected during order confirmation. This issue has now been resolved.
(#172851) - Results screen can again be filtered by client and project. (#190653)
- When creating a hiring order from the hiring manager, RentBuddy gave an incorrect message. (#190699)
- When the user accidentally sorted the table of documents by one of the columns, the correct document was not always opened. (#190834)
- If the client in a rental project is linked to a fixed venue/production location, multiple locations can be selected by using the [Take over from client] button.
This is useful, for example, for hotels, schools, shops, franchises etc.
- The tasks within the Staff Requirements/Time Plan screen have now been made similar to the layout and operation from the Rental Projects screen.
- New functionality to generate a shared URL(webpage) to share multiple public documents directly via one page. The new functionality only works together with SmartDocs (Documents at cloud)
- Backstage has been updated with a new feature that allows you to add EXTRA ITEMS directly from the RentBuddy Backstage App. This feature is designed to quickly add Sales Items or Consumables with large stock quantities. If you select an Item is out of stock, RentBuddy will display a stock shortage on the order line, and you will need to take action.
The additional items added from the RentBuddy Backstage App are added to an EXTRA TASK. - RentBuddy Webshop API has added new points. Read the new documentation from the API
- Service operations can be recorded for each Item.
A new screen has been developed where all service operations can be viewed. Call us for more information. - Generating service operations for several days is now possible in version 6.7.
- If a rental item is linked to a fleet/vehicle and this Item is used within a project, when [generating] the transport requirement, the vehicle/vehicle is automatically linked to the respective transport requirement per timeline.
- In the screen PLANBORD WAGENPARK some texts were still white and that was not readable on a grey background. In addition, the title of the screen did not always refresh correctly. This has now been solved.
- The use of VEHICLE COMBINATIONS has been re-enabled. You can assign a combination to a vehicle in the fleet, and a pop-up will appear in the VEHICLE SCHEDULING screen, allowing you to select which combination vehicle should be included in the schedule.
For example, when scheduling a trailer, you can assign the tractor/truck as the combination, and it will be automatically scheduled along with it. - During the import of bank mutations via MyPonto, the fields Book date and Value date were swapped in RentBuddy. This has been solved in version 6.7.5.
- Exporting zero invoices to Exact Online was rejected by Exact if there were no entries. At least one entry of 0.00 must have been posted to a general ledger account.
In version 6.7.5, this is now posted to the general ledger account specified in the [EXACT_VATBASE] parameter - Open leave request from notification screen, makes sure you can change the data directly (#190020)
Releasenotes 6.6
Versions 6.6.1 through 6.6.6
Fixed
- A message was issued incorrectly that the VVP had been captured when creating a sales order. The VVP can now be captured and processed again.
- In Goods Receipt, the FINAL button was not always active. This has been corrected.
- In the Purchase Journal, without the SCAN AND RECOGNISE module, the content of the ini files was technically overwritten blank under certain circumstances. This meant that the scanning and recognition of the purchase invoices (version 5 method) no longer worked. With the new version 6 module SCAN AND RECOGNISE there was no problem.
- If you wanted to set the presentation of the quotation lines, this was only possible for lines to which a Item is linked. This is now also possible for text lines, subtotals and other lines. (#191055 – 6.6.3)
- Packing list; When a packing list was printed, for example to be sent by e-mail, you got the message that the parameter REPORTS was not yet set. This was still a message from version 5 and we have now made it equal to the new smart files of version 6.
- It is now possible to add memos to invited staff/freelancers within the staff planning board.
(#190776)
- If you went to the catalogues via the main menu, the Suppliers screen opened and the catalogues could be opened from there. This is already possible via Supplier. Therefore all catalogues can now be opened via this menu option. (#191052)
- If you are using the cloud version of RentBuddy Rent but do not use SmartFiles documents in the cloud , this icon will now be displayed at the top of the screen with a warning or with a lock when the SmartFiles is not accessible or READ ONLY mode as in a test environment.
- MyPonto; when synchronising a new bank account within MyPonto, a notification was already given when the authorisation was about to expire. However, the notification was also given when it had already expired. We have now changed the notification so that it actually has expired.
- When using MyPonto for the first time, users did not understand that a start mutation had to be entered up to which the accounts had been updated. They left mutations to be booked, which of course meant that the bank balances would never be reconciled. From this version onwards, you have to specify the first mutation you have not yet processed. All previous mutations will then be deleted. Separate mutations that have not yet been processed must be updated by hand on the basis of your bank statement, for example. It should therefore be clear that when you start using MyPonto, you start from a certain point and all mutations before that fall outside this method.
- All links from RentBuddy now go to our new website www.rentbuddy.eu and no longer to that of OakSoft.
Releasenotes 6.5
Fixes
- When changing the presentation of the quotation/project lines, it was possible to select how the lines should be presented. The default settings of Item were not adopted if this value was set to (follow default settings). In addition, we now show in a clearer way what the default settings of Item are. (#190996)
- In STOCK AND SHORT SPEED , Windows sometimes redraws the screen continuously. This did not happen very often, but for those times that it did, it is now solved. Now the screen will only be shown when the WHOLE screen has finished visualising the stock and shortages. (#191001)
New
- In this screen it is now also possible to select multiple lines from the project screen using the line tickers (as in the case of deleting order lines) and to change the presentation settings for multiple lines with a single action.
RentBuddy ScanApp 6.08
- For the new ScanApp 6.08 (see release notes on this page), this patch needs to be installed.
New
- It is now possible to link an avatar/logo to your administrations. These will also be shown in the main menu of the administrations. It was already possible to see by means of colours whether you are working in the right administration, but this has now been extended with an avatar/logo.
- In the document screens, it is now possible to select save as well as open. This is particularly useful when retrieving your layout templates. But it is also possible for all other documents
- For each client, you can now specify that no surcharges should be applied to projects associated with that client. For example, you might choose not to apply a small order surcharge to certain customers. You can uncheck this box if you do not want to calculate surcharges. By default, this box is checked.
- When generating inventory numbers, the prefix and the last issued serial number are now entered by default. This helps in the automatic generation of inventory numbers with serial number. In addition, the number and prefix are split.
- New general ledger accounts have been added to the booking profiles. Especially for the sales module. Also, the control (CHECK) programme that checks whether your settings are correct has been updated for all new accounts.
Fixes
- Bij het vastleggen van een eigen bestandsnaam zoals wij dat ondersteunen sinds versie 6.4, ging het fout wanneer je tekens gebruikt welke niet mogen worden gebruikt in bestandsnamen, zoals :/*?<>” etc. Dit wordt nu afgevangen in RentBuddy zodat je deze tekens niet kunt gebruiken binnen je eigen naamgeving.
- In summary invoices, the project colors are now also carried over. Canceled projects are now displayed in red. It is also no longer possible to select these projects during invoicing. Of course, canceled projects were never invoiced, but it is now clearer that there are subprojects that have been canceled.
- In staff scheduling, when you had more than two rows of tasks, the tabs fell annoyingly behind the table and it was impossible to click on a task. We have solved this problem in this version.
- When you selected more than 40 lines within the project window, the overview ran out. In such cases, we now show the message that you have selected more than 40 rules selected to modify or delete.
If you delete one line, a message is immediately displayed so that the user immediately sees that RentBuddy is deleting the line after possibly carrying out some checks. - When hiring via the hiring manager, the supplier's hiring price that was recorded in RentBuddy was not always accepted. This has now been solved in this version.
- A small problem with currency fields has also been solved in patch 6.5.2.
- In the staff planning you can press the dots behind the name of the project and the project screen opens. However, when it concerned a sales order , the screen of the sales order was not opened but of the rental. This has been solved in this version.
Tips & tricks
- In many parts of Rentbuddy you can determine or control the working method through parameters. From now on you can click on the hamburger menu at the top of the screen where you can choose Parameters. All parameters that are used in that screen can then be maintained, changed or checked directly.
Releasenotes 6.4
New
- A new screen has been developed financial status of projects where for all open projects it is immediately clear which guarantee amounts have been received (especially for tool rental and dryhire with guarantee), which invoices still have to be settled with guarantee and whether all financial transactions have been correctly accounted for.
Soon, when you use RentBuddy Finance, this screen will also offer the option of automatically refunding the remaining amount of the deposit to your customers. - In the overview screen of projects, new columns have been added which you can of course switch on and off yourself. The columns are now for : - frozen projects - projects where there are shortages of own and hired equipment, - status of invoicing and whether there are any outstanding amounts - Pick-up and delivery projects.
- In the project window, the way in which rules can be deleted and modified has been completely changed. You can now easily delete or globally change several rules at the same time. For example, change a number of lines that are selected with a discount percentage or set a number of lines to FREE.
- The right-click menu is now also housed under a new hamburger menu.
- In addition, you can now directly select a number of lines in CHANGE mode and move them to another tab, move them to another task or timeline or copy them.
Many of these functionalities were already in RentBuddy, but the way in which they can be adapted and maintained has been visually and functionally improved.
New
- The invitation buttons in the staff mail for accepting or declining invitations work again. Due to a microsoft update, these were no longer supported. (CTA buttons)
- Following on from these buttons, a so-called dispatcher has been developed who will deliver current and all future messages to RentBuddy.
Fixes
- When in an order line a total amount did not exceed the euro, the VAT was wrongly calculated. Because this happens very rarely in practice, it was difficult to reproduce. We managed to discover why this went wrong. Due to a bug in the tools of our supplier, we received a patch for this and implemented it in this update. With this, the problem is solved.
- When composing the own designation (since version 6.4.1) the status of a quotation can now also be included as a field (OFFERTE or PROVIDED SERVICE CONTRACT).
- You can adjust the subject field when invoicing, but it turned out that this field was not recorded and was overwritten with the standard description. This can now be changed again if required.
- When you want to add a time rule from within the employee, but at that moment you are on another time rule which has been approved, you also got the message in NEW that you could not add a time rule anymore. This is now correctly checked in NEW.
- When entering financial mutations in RentBuddy Finance, the fields Sub-Administration and Project No. overlapped if you had set up a general ledger account for which the Sub-Administration and project numbers must be entered. This has now been visually resolved.
Tips & tricks
- What we often hear is how do we still support multiple screens in version 6? This is indeed possible by holding down the ALT key when clicking on a menu item. At that moment a new RentBuddy version opens on your second screen. But did you know that after that you can also hold the CTRL key to open a third screen?
New:
- In the main screen at the user data, a cogwheel button has now been added with a direct link to the technical information for our helpdesk support page
- From now on, it is possible to create your own name for invoices, order confirmations and offers.
- It is now possible to compose the concern field of an e-mail yourself by using macros.
Fixed:
- In the Dryhire the check mark next to Serial numbers required was not followed
- At the Dryhire the prices of sales items were not taken over by default
- When importing the catalogue of sales items, the main groups were created twice because they were case-sensitive. We have removed this
- The button complete received when receiving goods in the sales module, the numbers were added to the numbers already counted. This was annoying and is now solved.
- In the stock and shortage screen, a selection box was previously added to choose the warehouse in future. However, the text of the Item and code fell behind this list. This has now been visually resolved.
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