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 2012  CAPITAL V8, Release 8.3 Available Now!

CAPITAL Office Business Software is pleased to announce that

CAPITAL V8, Release 8.3 is available for general download for users

with service cover. A white paper is available for download here which

explains the new capabilities of Release 8.3.

Highlights of CAPITAL V8 Release 8.3 include:

The My Work Day area presents on a single screen key monitoring information about

your business activities. My Work Day summarizes appointments, to-do list tasks,

quotations requiring follow-up, unpaid customer or supplier invoices, service manager

job statuses, statistical information on income and assets and an overview of your

workload. For users of CAPITAL SALES FORCE MANAGER, it is also possible to monitor

the status of open cases, leads, opportunities and contacts who require follow-up. The

My Work Day screen can be customized to show only the information you are interested

in viewing and it is possible to open or manage (such as by re-assigning tasks to

different users) the various activities being monitored. Activity can also be displayed for

a specific user or for all users in the system.

Form printing through Visual Builder is now optional. It is now possible to print forms

such as invoices, quotations and statements directly from CAPITAL Business Manager or

CAPITAL Sales Force Manager, without having to launch Visual Builder as a separate

application.

It is now possible via Connectivity Customization to specify a default method of form

dispatch. For example, if you send the bulk of your documents electronically, you may

specify this as a system default. Users may still override the system default and print,

Email or fax their documents on a case by case basis as required. Requires Electronic

Document Exchange.

CAPITAL Business Manager and CAPITAL Sales Force Manager can now synchronize with

the Microsoft Outlook Calendar, Tasks and Contacts systems. To synchronize with

Outlook press the Synchronize button generate/what_s_new_in_capital_bu.jpg found on

the toolbar in the applicable software area.

Features include:

* Synchronize primary customer records with Microsoft Outlook.

* Synchronize primary supplier records with Microsoft Outlook.

* Synchronize primary business relationship contacts with Microsoft Outlook

  (Requires Sales Force Manager.)

* Synchronize sales leads with Microsoft Outlook.

  (Requires Sales Force Manager.)

* Synchronize appointment calendar entries with Microsoft Outlook calendar.

* Synchronize tasks (to-do list) items with Microsoft Outlook tasks.

The area that is synchronized, the direction of the synchronization (into Outlook or into

CAPITAL or an exchange between both) and the individual contact fields that are

exchanged, can be customized using the configuration and mapping tools provided.

Shipping Dockets is a new feature specific to Corporate Edition. This feature allows you

to search and manage shipping dockets recorded in your system. A shipping docket may

optionally be generated with all or certain goods that are dispatched from your

premises. When an invoice is generated by the system, an associated shipping record

may be produced. This record can be used to print a shipping docket if required or trace

when a shipment was dispatched. Some carriers will issue their own shipping dockets

while you may wish to generate your own selectively. The shipping docket system may

be used in conjunction with a barcode scanner.

When generating customer statements you may now also print or attach to your Email,

copies of the individual transactions that compose the statement.

Contact Manager has a new split screen mode that can display the last communication

with each contact on your contact list.

It is now possible to import an entire folder and its sub folder contents into Document

Manager using the new Import Documents feature.

You may now add tasks and appointments directly from the Make a Phone Call and

Receive a Phone Call windows.

Address Maps have been enhanced with a new Web button which will open your address

using your default web browser to allow further navigation such as street level views,

etc.

Time zones for different areas of the world may be viewed from the toolbar menu.

The Fortress Database Server Status window provides information on the database

server's configuration and status, connected users, and open tables, for the Corporate

Edition of CAPITAL Office.

New dashboard gauges have been added to Sales Force Manager:

* Calls Made Activity

* Calls Made Summary

* Calls Received Activity

* Calls Received Summary

* Email Sent Summary

* Email Received Activity

The Bank Deposit List report may now include the customer's BSB and bank account

number if required.

 2012  CAPITAL V8, Release 8.2 Available Now!

CAPITAL Office Business Software is pleased to announce that CAPITAL V8, Release

8.2 is available for general download for users with service cover. A white paper is

available for download here which explains the new capabilities of Release 8.2.

Highlights of CAPITAL V8 Release 8.2 include:

Service Manager Job Scheduling is a new component available for CAPITAL V8 which

integrates with Service Manager. The Service Manager component is required.

Hire Manager is now available as a V8 component.

Case Manager for CAPITAL Sales Force Manager has been enhanced with the ability to

link transactions of various types to cases and add tasks and reminders. New

information tracked by Case Manager include: Street and mail addresses and next action

date and times.

The Corporate Edition Record Locking Scheme has been enhanced to provide information

on which computers or network sessions are holding locks open. This can assist in

determining who within the business has information locked that others may require

access to.

Freight may now be merged into inventory value using Stock Transfers when the

configuration setting Merge Freight Cost Into CIS is activated. Requires Enterprise or

Corporate Editions.

It is now possible to edit and change the account code of unallocated payments, invoices

and other transactions from within the customer and supplier transaction management

area. This simplifies the task of moving transactions that have been assigned to the

wrong customer and supplier accounts. Previously, the transaction had to be deleted and

re-entered, or reversed and re-entered.

The new Dispatch SMS interface facilitates the sending of information directly to mobile

phones via text messaging.

Any notes attached to Sales Leads in Sales Force Manager are now automatically copied

to customers, contacts, opportunities and tasks when applicable, during the lead

conversion process.

Screen Editor has been enhanced with new page objects which include a Time input field

and an Internet browsing object useful for displaying web pages.

Integration with Google Maps for accessing address location information.

The matching stock cross-referencing system has been enhanced and is now called the

Related Stock Management System.

It is now possible to roll back a financial year from within the General Ledger.

Individual graphs on the Dashboard can now be magnified in size by using the Graph

Zoom feature.

Collections Manager has been enhanced with additional column and sorting options and

additional integration with the Debt Collection Notes system. Corporate Edition Only.

Selected Card Files can be added to the application's main menu on start up for quick

access.

Query menu in Customers and Suppliers now allow users to optionally only view

accounts that have been active in the last 12 months.

Nearly 50 help topics in the help system have been updated to cover the improvements made

in the new version. The full list of new features is found in the What's New Help Topic within

the CAPITAL help system.

News
Latest Version Status V8 Series CAPITAL Business Manager CAPITAL Sales Force Manager CAPITAL Warehouse Manager Version: 8.3 Build 944 SP2 Release date: 3rd of April 2013 CAPITAL Series 7 Version: 7.6 Build 839 Release date: 17th of October 2011
May 05 NEW! EDITION
 2011  CAPITAL V8, Release 8.1 Available Now!

CAPITAL Office Business Software is pleased to announce that CAPITAL V8, Release

8.1 is available for general download for users with service cover. 

Highlights of CAPITAL V8 Release 8.1 include:

The Import Customer Transactions interface is a new more powerful system for

importing customer, sales and payment transactions from external systems such as

other business applications and websites.

It is now possible to list supplier and cashbook allocations by tax code, GL or expense

code, transaction number, date and amount. To view transaction allocations open the

Suppliers area, click on the Overview vertical tab, and then click on the Allocations tab

at the top of the window.

Transaction Crash Recovery is a new feature that saves your transaction data input

every 60 seconds automatically in the background. In the event that your computer

crashes or is disconnected from your network, any data input work you have made but

not yet saved, can be recovered automatically. When returning to the transaction entry

area, if a recoverable backup file exists, you will be prompted to recover your input

work. For Transaction Crash Recovery to work successfully, you must log back into the

same computer or session where the failure occurred, as back-up files are stored in

your personal data folder.

Cheque Writing and Payment Printing Utility has been enhanced to support bulk

emailing and faxing in conjunction with the Electronic Document Exchange Component.

Collections Manager available for Corporate Edition offers more efficient and organised

control over customer debt tracking and management.

Menu Item Editor allows the presentation and availability of icons on the sidebar and

main menu to be changed by user.

Excel file output has been upgraded to support Microsoft Office 2003, 2007 and 2010

file formats.

OfficeLink has been enhanced to also now support Open Office 3.

Improved formatting and presentation for Excel spreadsheets created by CAPITAL

Business Manager.

Pick Lists may now be printed based on date of allocation of stock and other criteria.

Stock on sales orders may now be allocated according to the current free stock level at

the time of saving the order.

Sales orders may now be set to default to not releasing partial shipments.

Transactions that affect stock levels may now be set to disallow negative stock

situations from arising where possible.

Invoice type 8 transactions may now be set to either ignore or reserve (allocate) stock

when saved.

Full multiple document interface design. Multiple areas of the application may now be

opened at once and easily switched between. For example, it is now possible to have

several invoices, purchase orders, customers, stock items, etc., open and click quickly

between them.

Dramatically Improved software presentation and design.

Upgraded grid control presentation and functionality throughout the system. Nearly all

grids now permit the addition and removal of columns. Column arrangements can now

be saved by user preference in nearly all areas. The sorting of information can also be

changed by clicking on selected column headings.

Information on grids can now be exported by clicking right-mouse, Export. Exported

data can be saved as text files, spreadsheets and other types of data files.

The Dashboard now provides summary and statistical information on the status of your

business.

Favourites allow you to bookmark transactions, accounts and records that you

frequently visit, permitting you to access them quickly. The history feature records

where you have recently been so that you can go back quickly to an area you have

recently worked in.

Most areas of the software now include an easy to use toolbar search function (similar

in style to that found in Internet Explorer).

Live Search is a new feature that permits you to locate information quickly by simply

typing the information you're looking for onto the grid of information being presented.

Improved, easier to manage, user security profile manager.

New Appointment Calendar.

New and enhanced Task and Reminder features.

The new Send Wizard allows you to email, print or fax selected or all records of your

customer, supplier, contacts, job card or card file databases. This is useful for email

marketing and other purposes.

New and improved note pad areas have been added to Customers, Suppliers, Stock

Control, Service Manager and Card Files. Notes may be individually titled and dated,

made private, and assigned to specific users. Note information now also supports fonts,

colours and includes integrated spell checking.

New integrated Documents feature allows documents such as spreadsheets and forms,

graphic files and diagrams, and most other types of files, including website links, to be

attached to individual Customer, Supplier, Stock Control, Service Manager and Card File

records. Documents and links may be hierarchically organised into groups under each

record's filing cabinet.

All customer, supplier, service jobs, hire jobs and contact records may now have

multiple contacts per record.

New Import Wizards make it easier to load external information such as spreadsheets

into your database.

New 'Contains Within' search using Stock Power Find for Corporate Edition.

The general ledger is now integrated into the main business system. CAPITAL General

Ledger supports 'drill-down' and many other new features.

Ability to filter viewable records by user defined criteria using Query Builder. For

example, create lists of customers by state, category, postcode range, account type,

etc. The filtered list can then be exported.

The Back Order Control Centre now includes a new dual item/order view: 'Items' for all

individual items on back order and 'Transactions', which only lists transactions

remaining on back order.

The Cash Management system now includes the ability to selectively transfer reconciled

funds between cashbooks.

New Script Editor tool for creating and managing custom scripts.

New dynamic configurable timesheet entry system for Service Manager users. Time

input entry can be customised by individual user to capture only the input relevant to

your business without having to repeatedly skip over irrelevant input fields. For security

purposes sensitive input fields may also be hidden, such as cost per hour.

Many Standard Library Reports may now be directly saved as text files, Excel

Spreadsheets, database (DBF) files, and Portable Document Format (PDF) files.

New report added to reporting menu: Stock Sales By Postcode Range.

Data Navigator added to CAPITAL Server Agent and CAPITAL Business Manager.

Totally integrated with CAPITAL Sales Force Manager, the CAPITAL Customer

Relationship System (CRM), available separately.

Assembly Manager now supports the ability to attach documents and diagrams to

assembly templates and tasks.

Card Files may now be organised into groupings by tabbed area. The ordering,

description and group the Card File has been assigned to can be completely customised.

New tabbed groups can be added (or removed) as desired.

Over 90 help topics in the help system have been updated to cover the improvements made in

the new version. The full list of new features is found in the What's New Help Topic within the

CAPITAL help system.

Nov 21

Business Software You Won’t Outgrow

TOP TIP TOP TIP From within your software select Help|Check For Updates to confirm if a software upgrade is available to you. From within your software select Help|Check For Updates to confirm if a software upgrade is available to you. Nov 21 News