AutoFlow 4:G Release Notes
Release Date : January 2021
NEW FEATURE: Validation of values before raising a Purchase Invoice
Purchase Invoice totals are validated when recieving costs to ensure that the Purchase Invoice raised within AutoFlow matches the one recieved from the supplier.
This new feature can be enabled/disabled within parameters.
Release Date : December 2020
NEW FEATURE: Group Level System Mails
Group users will now be able to set System Mails at a Group level as well as receive Site level system mails.
Release Date : November 2020
NEW FEATURE: Link to Trust Pilot API
Users can now send an email directly to customers automatically on hand over of vehicle containing a link to Trust Pilot, asking the customer to generate a review.
Users will need to contact Trust Pilot to set up an account with them and once done the AutoFlow system will be able to send the Trust Pilot link direct to the customer.
Release Date : October 2020
NEW FEATURE: Workshop Times Index
Users will see a noticeable difference when running Employee Reports thanks to the Index added to increase the performance of the database.
NEW FEATURE: Glassmatix Import Rules
Users can now configure Import Rules to streamline the process of importing an estimate from Glassmatix.
To learn how to efficiently set up import rules which can decide how data is imported from estimating systems please contact email@example.com and we will be happy to help.
ENHANCEMENT: Crystal Reports 2008 upgraded to Crystal 2016
Users can now take advantage of the improved functionality and performance of data retrieval from the database that Crystal 2016 offers as well as improved security.
ENHANCEMENT: Database Upgrade from Sybase 16 to Sybase 17
Our core database has been updated to the latest version ensuring we keep up to date with the latest enhancements in database technology available to us whilst improving performance and data security throughout the system.
ENHANCEMENT: Client Installer
An updated Client Installer will be prompted to run when trying to access AutoFlow post-update, making the process of getting users back up and running much smoother.
Release Date : July 2020
REPORTS: Favourite Reports
Visible changes to improve the user experience for Favourite Reports
REPORTS : Default Email Messages
When emailing a report, users can now right click to select a template to email out with the report
NEW FEATURE: Claimed Hours Mode
Claimed Hours Mode offers repairers an alternative way of calculating and managing bonus, with new reports
INVOICE POSTING: XERO Posting Enhancements
Users can now map AutoFlow tax codes to the sales and expense tax codes in Xero
When posting an invoice, AutoFlow will match up the invoice address to a contact in Xero using a Sales Ledger Code, without overwriting the address details in Xero
AutoFlow will now send the Invoice ID to Xero as well as an Invoice status, which can be Authorised, Submitted or Draft.
JOB CONTROL: QC Summary Page
New page in Job Control has been added to show users the QC audit of a Job
JOB CONTROL: QC Results
New indicators will show users whether QC has been carried out on required tasks, allowing users to update the records
AUTOLOAD: Estimate Parts Visibility
Autoload will now display all estimated Parts, regardless of whether they have been ordered or not
WORKMATE: Estimate Parts Visibility
Workmate will now display all estimated Parts, regardless of whether they have been ordered or not
QC PROCESS: Display Order
Users can now change the order of QC questions on a workshop task
New Parts Gateway: EURO CAR PARTS – Part Quotes
Integration with Euro Car Parts will now allow users to send Estimate Part Lists to Euro Car Parts for a quote and check on availability, this process can either be manual or automatic.
New Parts Gateway: EURO CAR PARTS – Order Partsl
Where Euro Car Parts have provided a quote on Estimate Parts, users can send an order directly to Euro Car Parts to supply the parts quoted.
COSTING: Order and Email
Users can now send Part Orders off quickly and easily without having to view the Order form before emailing.
COSTING: Change Receive date in batch
When Receiving parts, users can now change the receive date on all costs on the delivery in batch.
Release Date : April 2020
Reports: Visual enhancements
Reports: Favourite Reports
Reports: Emailed Reports are shown in Job History
Reports: Add attachments to Emails
Reports: Add Signature to Emails
Reports: Manage All
New Invoicing: New UI
New Invoicing: Generate Referral Fee Credit Lines
New Invoicing: Bottom Line Discounts
New Invoicing: Up to 4 payers per Invoice
New Invoicing: Sales Ledger Code Lookup tool
Users can search for Sales Ledger Codes already stored against the system, or those used in the last 90 days
New Invoicing: Go To Job ID
Built for users processing multiple invoices at a time, entering a Job ID will switch to that job, without closing the invoicing module.
Sales Invoicing Posting: Sage Line 50 extended
A new posting method for Sage Line 50 with the extended AutoFlow functionality, enabling users to post sales invoices creating 1 line per invoice Payer and using journal debits and credits to distribute the invoice totals across the correct nominals.
Digital Job Card & QC: Employee Admin – Teams enhancements
Employees can now be assigned to multiple Teams with enhanced functionality.
Digital Job Card & QC: Employee Admin – Qualifications Enhancements
Users can now record Qualifications for employees and whether those qualifications mean the employee is a Current Competent Person for sign off of workshop tasks
Digital Job Card & QC: Equipment Register
Workshop Equipment can now be catalogued inside AutoFlow 4G, recording when calibrations/services are due and whether the equipment is VM approved.
Digital Job Card & QC: QC Questions
Users can now create a list of dynamic QC Questions that can be asked to a productive on completion of a task, such as what equipment was used, were methods followed correctly etc.,.
Digital Job Card & QC: Images Required
Users can now specify a number of images required before a productive can complete a task, ensuring in repair images are captured correctly.
Digital Job Card & QC: Autoload enhancements
AutoLoad will now display a Job Card view, as well as parts status and Job information, ensuring QC questions are answered and checks if the completing employee is CCP or has been supervised by a CCP (if applicable)
Digital Job Card & QC: WorkM8 enhancements
WorkM8 will now display a Job Card view, as well as parts status and Job information, ensuring QC questions are answered and checks if the completing employee is CCP or has been supervised by a CCP (if applicable)
Release Date : September 2019
WorkM8 Multiple Images Upload
It is now easier to upload multiple images within the WorkM8 application, and any users subscribed to receive system mails on the upload of a WorkM8 Image will now receive a single mail when multiple images are uploaded.
Employee Sickness Diary Event
Post to Sys-Pro
New Costing: UI
New Costing: Go to Job ID
New Costing: Estimate Items
New Costing: Receive Screen
New Costing: Audatex Guide No:
New Costing: Part Quality
New Costing: Change Supplier on a single cost
New Costing: Auto-Order Costs
New Costing: Add to stock
Release Date : May 2019
AFL-569 | SALES POSTING | Posting to Xero
AFL-598 | EMPLOYEE ADMIN | Ability to change employee ID
AFL-888 | CAPACITY PLAN | Add fields to the priority grid
AFL-1431 | IMPORTER | AudaConnect download report (PDF) type
AFL-1495 | SEARCH SYSTEM | Add ability for system admin role to reorder searchable field
AFL-1662 | PURCHASE MANAGER | Display the PO field in the Invoice/Credit Grid view
AFL-1672 | QUICK ESTIMATING | Barcode scanning for templates
AFL-1784 | WORKSHOP CONTROLLER | Additional Filtering Request
AFL-1789 | COSTING | Add ability to cancel costs on INTERNAL SUPPLY when job is cancelled
AFL-1794 | COSTING | VAT Calculation
AFL-1796 | SHIFT CONTROL | Wall planner
AFL-1843 | OFFER DEPLOY | Get images from Repex web service
AFL-1104 | Job Edit | Allow estimates to be imported from within the Job Edit module rather than using the Import Estimate button on the main grid.
AFL-1192 | AUTOLOAD | Add estimator and assigned user to send mail short cut
AFL-1193 | WORKM8 | Add assigned and estimator user to send mail short cut
AFL-1255 | Group System | Added the ability for users to send mails to group users.
AFL-1298 | Diary | Employee shift details now shown when creating Diary Events
AFL-1305 | Diary | The system now saves the users diary filter settings when exiting the diary and reuses these on next load of the diary.
AFL-1375 | Reports | Users Access can be given to reports at the same time as the reports Creation
AFL-1389 | Importer | BDQ Estimates can be imported
AFL-1403 | IMPORTER | Easier way to append new addresses carried in the estimate
AFL-1568 | To Do List | Visual and Usability Improvement
AFL-814 | Estimate Import | Added new Glassmatix Import functionality.
AFL-1116 | Capacity Plan | Added ability to swap employees due to sickness / absence within the plan easily.
AFL-1117 | Workshop Loading | Added ability to automatically clock productives onto break times during the day.
AFL-1220 | Courtesy Vehicles | Added ability to sort available courtesy cars by make or model in the grid.
AFL-1300 | WorkM8| Added ability to change the image quality from the workM8 app in response to users asking to be able to save better quality images
AFL-1315 | Main System | Added a control flag to the user settings which allows the user to have PI data within their grids. This flag serves a dual purpose in that if set to True the user will have a less restricted access to PI within the modules where there will not have to click on the eye icons to reveal each individual field.
AFL- 1353 | Parameters / Data Protection | Added a system message for the users with system administrator role which warns them when jobs are in the system which they need to purge / delete based on their data protection settings.
AFL-158 | Group System | Parameters | added the ability to create group work providers, customers and suppliers on a group level.
AFL-227 | Job Edit | Added the ability to add insurance types to the courtesy vehicle booking screen.
AFL-406 | WorkM8 | Added arrows to enable scrolling through Images
AFL-457 | WorkM8 | Added the ability to add multiple images from the app in one go where as previously you had to add one at a time.
AFL-595 | WorkM8 | Show change log to user highlighting changes after install/upgrade of the app
AFL-639 | User Audit | Added changes to the user settings from Parameters to the audit trail.
AFL-843 | WorkM8 | Added Ability to draw on images to highlight damage
AFL-1038 | Employee Admin | Added the ability to give a user access to the employee admin module to allocated holidays but restrict the access to the sensitive data within the module.
AFL-1051 | GDPR | Parameters | Added the ability for the system administrator to set rules for deleting jobs from the system based on a date of the jobs creation. This allows users to comply with their own data protection policies in terms of job data retention using functions within the system.
AFL-1053 | GDPR | Job Edit | Added the ability to mark certain address types as containing PI data which will then protect this information throughout the system.
AFL-1054 | GDPR | REPEX AND CAPS | Added the ability for the system administrator to easily manage the data that gets sent up to external systems such as REPEX and CAPS.
AFL-1055 | REPEX AND CAPS | Removed the flat file format for the uploads to REPEX and CAPS to improve security.
AFL-1165 | Capacity Plan | Allow control of the priority score with the capacity plan which effects the priority order of the jobs when they are put into the plan.
AFL-1166 | Capacity Plan / Parameters | Allow the system administrator to control the flags Plan being worked on and In Progress jobs only which were previously only accessible direct from the database.
AFL-1167 | Capacity Plan | The onsite date and time now has an effect on the priority scoring of jobs.
AFL-1168 | System | Added ability for system to handle different currencies
AFL-1222 | Parameters | Added the ability for a user with system administrator role to purge jobs (permanently obfuscate) of the PI data based on a date range to comply with their own data protection rules. This is done from within the new data protection module within Parameters.
AFL-1229 | T-Cards / Workshop Controller | Added the ability to filter by job location | Redesign with customizable view.
AFL-1289 | Parameters | Added the ability for the user with system administrator profile to remove documents attached to the job for jobs over a certain age. This function is available from with the new data protection module within parameters.
AFL-1301 | Create Notification Import | Added the ability to import jobs from a Kerridge export file which contains multiple jobs.
AFL-975 | System Mail | Added an all parts received system mail.
AFL-126 | Courtesy Cars | Capture a hire vehicles registration when booking a hire vehicle to a job through job edit
AFL-453 | Hot Keys | Added hot keys to allow the launch of job documents, job history and job mail from within the main modules.
AFL-631 | Comms | Added the ability to send a copy of the communication being recorded to other users in the system.
AFL-732 | Group System | Group Deployment | Added post code coverage to the site selection module to enable users to see which sites a job should be given to based on post code.
AFL-733 | Group System | Group Deployment | Added Estimate Appointments count to the deployment screen.
AFL-734 | Group System | Group Deployment | Added a counter for the amount of undriveable vehicles for that site on the day being viewed within the deployment screen.
AFL-785 | Diary | Added the ability to add notes and communication records when creating diary events. Reduces the need to jump around the system to do the multiple tasks required when booking in a vehicle.
AFL-786 | Workshop Loading and WorkM8 | Added the ability to send a mail from the loading screen or the app. This can be used for sending supplementary requests for example.
AFL-908 | PI Posting | Added the department code to the PI posting module.
AFL-972 | Costing | Added a block to stop cancelling parts when a PI has been raised against them.
AFL-987 | Workshop Controller | Added the ability to assign users to multiple tasks on one job in one process.
AFL-1020 | Job Edit | Added the ability to set values of pre-booked hire when setting to live. Previously you could not do that so if details did not match you would need to cancel the pre-booking and create a new one.
AFL-1022 | Workshop Controller | Off Track now does not take into the WECD into account
AFL-1138 | Diary | Added the ability to filter the diary by the assigned user.
AFL-346 | Database | Upgrade database version from 7 to 16
AFL-497 | Database | Remove ODBC connections to the database
AFL-348 | Dashboard | All dashboard items changed to use new data views to increase performance.
AFL-115 | Database | Created a database procedure which enables a report to be able to calculate bonus reports based on estimated hours not allocated.
AFL-140 | Workshop Controller and T-Card View | The ability to add task notes is now available within these modules to match the functionality in Job Control.
AFL-212 | Job Control | Display the day of the week on the dates within the grid to improve ease of use for the user.
AFL-283 | Workshop Loading | The productives can now review their hours booked from the loading screen. This feature is based on parameters set in the parameters time recording section.
AFL-374 | Workshop Controller / T Cards | Added the ability to assign users from within these modules. Assigned users initials are display against the job tasks.
AFL-389 | Export Job | Added the ability to export a CHECKmate appraisal to a specific CHECKmate device.
AFL-451 | Job Viewer | Added the labour rate to the job viewer details screen.
AFL-509 | Job Control | Added the ability to set the RCD from within these modules. This was previously only available from within the Job Edit Module.
AFL-558 | CAPS | Added the ability to upload a job based on the CAPS interest.
AFL-583 | SYSTEM | Converted the application from XE2 to XE10
AFL-584 | Standard Letters | Converted the standard letters module to a new tool set.
AFL-654 | Shift Pattern | Added holidays and absences to the view.
AFL-664 | Diary | Added the ability to filter the diary by job type and work provider.
AFL-687 | WorkM8 | Added the ability to clock to jobs onsite as well as just jobs IN-PROGRESS.
AFL-780 | Main System | Added a short cut of F11 to launch the job history module.
AFL-784 | Job Control, Workshop Controller, Tcards | Added ability to add task notes to all tasks in one go.
AFL-790 | Job History | Added the Job Pop Up note type to display when going into Job History.
AFL-795 | Employee Admin | Added the ability to capture the employee email address
AFL-848 | Job Edit | The system now automatically clears the vehicle location on handover of the vehicle.
AFL-850 | Employee Admin | Button added which describes the efficiency setting does on the employee record.
AFL-856 | Job Control | Exclude tasks from auto complete when being put in-progress
AFL-865 | Parameters | Added a flag which allows certain workshop categories to be clocked to on a job before it has reached IN-PROGRESS status.
AFL-593 New estimate import with GT Motive.
AFL-69 New estimate import with Auda Connect.
AFL-32 JOB EDIT | Vehicle roadworthy added to the job edit module which allows a user to select whether a vehicle is road legal (able to be driven on the road) rather than driveable which only indicates whether the vehicle can be driven.
AFL- 396 AUTOLOAD / WORKM8 | Added the ability to for workshop staff to review methods / images without having to clock off the task they are currently clocked onto. This was done by adding these options on the complete task screen. Added ability for productives to view booked time over a period.
AFL-512 Group System | Group Deploy Screen | The group deploy screen has been added to the system so this can be viewed even if there are no jobs currently awaiting deployment. This module can now be launched and used when creating manual notifications.
AFL-692 MAIL | Add notification to user when their mail gets actioned. When a mail gets actioned from the recipient the system now notifies the user that sent the mail that this has been completed.
AFL-586 | Internal Web Services | Convert all internal web services to VS 2015 to enable TLS 1.2
AFL-213 | Costing | Added the ability for the user to create sur charge items when booking in parts in the costing screen.
AFL-251 | Group System | Dashboards | Added the ability to show each sites performance against each other using dashboard items in columns.
AFL-340 | Paint Import | Added the ability to import the paint data to two different sites codes from one paint export file.
AFL-528 | Workshop Loading | Usability enhancements "Main Menu"
Added a legend for Planned and Previous tasks.
You can now differentiate between planned and previous tasks.
In keyboard mode the STOP button is now the default one selected.
AFL-368 | HTML / SMS Messaging | Added the ability to send the automated messages based on diary event rather than just status change events.
AFL-74 | Report Sets | Added the ability to add and run report sets which allow the user to run multiple reports in one go.
AFL-135 | Workshop Loading | Added time remaining information to be displayed to productives when completing tasks. This will only be shown when productives are enabled to view allocated times.
AFL-191 | Purchase Manager | Added the ability to search on Invoice ID
AFL-237 | Costing | Added the ability to link new costing lines back to the estimate in the job edit module.
AFL-246 | Costing | When booking in multiple parts the holding location now remains set against each part unless changed.
AFL-299 | Main Grid | New field added that displays the vehicle location status based on diary events. The potential statuses are not due in, being recovered, collected, due in, onsite and handed over.
AFL-359 | Group System | Users | Added the ability to copy users grid settings to other users
AFL-360 | Group System | Diary | Added the ability to view the diary for the entire group. You can also filter out sites if you wish to do so using the filter options set on the left of the group diary.
AFL-364 | Group System | Manage Reasons | Added the ability to manage reasons on a group level. This can now also restrict individual sites from being able to add or edit these.
AFL-466 | System Mail | The assigned and estimator users have been added to the available recipients in the system mail module. This allows users to receive system mails on jobs they have been assigned to or estimated rather than against every job.
AFL-530 | Main System | Added the system version and build no to the login screen so that users can inform support staff of their version easily when making support calls.
AFL-551 | Diary | Added the ability to see diary events from over 2 weeks ago.
AFL-378 | Export to external system | Export created to PEAK
AFL-408 | System Mail | Added new system mail that is triggered when a new image is added via the WorkM8 app to a job to the related estimator.
AFL-60 | To Do List | Work provider name has been added to the columns on display on the to do list for the user.
AFL-163 | Costing | Added an audit trail for when a line in costing gets marked as non-invoiceable.
AFL-165 | Production Control | Added the pool number to the available columns in the grid.
AFL-167 | Workshop Controller | Added days on site field to the columns in both workshop controller and production control.
AFL-193 | Job Viewer | Added WEC Date and Time to the information displayed in Job Viewer.
AFL-291 | Workshop Loading | Added vehicle registration to the planned task list displayed to the user when capacity planning is switched on.
AFL-399 | Kerridge Import | New import added which allows the import of new jobs from Kerridge into AutoFlow which then creates the notification.
AFL-111 | Courtesy Cars | Added a filter to grid which will filter the vehicles displayed based on automatic required.
AFL-118 | Workshop Control | Add ability to show all jobs that have had time booked.
AFL-181 | Workshop Control| When changing ECD, user will be prompted to see if they also want to set the WEC based on the (ECD - buffer end days). And also, when changing WEC, same prompt will be displayed but asking if they want to set the ECD based on (WEC + buffer end days).
AFL-293 | Users | Added user logging activity to events in the system. Records user id, time stamp and IP address against user events. This will aid system use investigations.
AFL-178 | Workshop Loading | Added the ability for productive staff to clock to more than one task at once. This is controlled within the Employee Admin module against that user’s profile.
AFl-224 | Employee Administration | Added the ability to link a user profile with a profile in the employee module section.
AFL-259 | Help Screen | Added an email button to the help screen which users can click which then launches their email client with the support email address populated.
AFL-323 | Main System | Added an audit trail to any changes that are made to the excess or VAT values.
AFL-324 | Main System | Added an audit trail to any changes to the work provider set against a job.
AFL-339 | Job Control | Add an audit trail for any changes made to times allocated to the job either done manually or through allocating estimate times.