What is new in the Sybiz Vision Version 24?
Minimum supported version of Microsoft SQL Server:
Sybiz Vision 24 requires a minimum Microsoft SQL Server version of 2017, aligning with version 23.00. During the upgrade process to version 23.00+, a message will prompt users if their minimum requirements exceed this range.
Users should upgrade their Microsoft SQL Server to the latest available version during the upgrade, enhancing not only longevity but also performance capabilities.
Read more about these new features and enhancements below.
If you are ready to upgrade, please complete the online upgrade form.
Web API access restricted:
Access to Web API is becoming more secure, with restricted access to limited user accounts in Sybiz Vision. This allows companies to selectively determine who accesses Web API functionality, such as permitting specific users to log in to Sybiz mobile apps or managing other third-party access. By default, existing users will be set to desktop only (no Web API access), and Administrators will only be able to be set to desktop only. (CR2303-1951)
Web API requires upgrading:
Web API requires upgrading to the latest version (2.40) when upgrading Sybiz Vision 24.00 due to new security restrictions and other technology updates in place.
Change to label in Inventory Maintenance:
The label ‘Allow Inventory’ has changed to ‘Allow Manufacturing’ to more accurately reflect the user’s action. Queries at the database level using this field will need updating on upgrade. Breakpoints using the property should also be updated but will not result in a breaking change. (CR2305-2020)
Increased control over permanent closure of tax periods:
To prevent unintended permanent closure of specific tax periods, the window title now provides the dates of the questionable tax period. An additional checkbox ‘Allow period to be permanently closed’ has been added, requiring user confirmation before proceeding. (CR2308-2540)
Purchase Requisition totals for approval thresholds are now tax-exclusive:
Changes have been made to the Purchase Requisition approval process in Sybiz 24. The total value, excluding tax, will be used from version 24.00 rather than the total amount inclusive of tax. Approval limits may need adjustment to accommodate this change. (CR2304-1988)
Pay items for contracts are calculated differently:
Existing contracts will now ignore the multiplier for overtime rates (double time, time and a half, etc.) to accurately reflect inclusive contract rates. This change aims to align with contracts that already include these rates. (CR210245545)
Transaction changes affect VisionCompanyManager object:
Changes have been made to prevent obscure transaction protection issues. These changes may result in breaking changes to external programs or breakpoint code using the VisionCompanyManager object. (CR2309-2661)
Additional security option for transactions:
An additional security option for transactions has been added in Sybiz Vision 24.00 to allow access without add, edit, or process rights. Configuration can be done in Administration > Roles. (CR2308-2471)
Operating system compatibility:
Certain older operating systems (Microsoft Windows XP, some versions of Microsoft Windows Vista, and Microsoft Server 2003), Microsoft SQL Server (2008, 2008R2, 2012, 2016), and Microsoft Windows Server 2012 are not compatible with Sybiz 24.00. If uncertain, consult your Authorized Business Partner before upgrading. Microsoft Windows 11 is supported for Sybiz 24, with compatibility extending to some later versions of Sybiz solutions.
Version 24.00 of Sybiz Vision utilizes DevExpress version 22.214.171.124.
The Vision Service mobile app is here!
With location services activated, effortlessly navigate to service request locations while on the go, ensuring you’re on the right path. Quickly assess the day’s appointment locations or delve into specific requests for expedited travel.
The introduction of service workflows facilitates a streamlined journey for users through their unique service request processes. Sybiz Vision allows the configuration of Workflow Stages and Steps, enabling the tracking of service-related information such as customer calls, travel time, work duration, and more. Particularly beneficial for monitoring chargeable consumables on-site, this exciting feature seamlessly integrates with the Vision Service mobile app.
Sybiz’s mobile solutions are purposefully built for specific roles and optimized for touchscreen devices, delivering familiar flexibility and control to Sybiz Vision users.
All Vision mobile apps get an upgrade:
Within Sybiz 24, the entire range of mobile apps has undergone a comprehensive upgrade, introducing convenient new features. Users can now log in using biometrics, including FaceID or Face Recognition. Additionally, the capability to add new line items via barcode scanning has been integrated into every Vision app (CR2307-2447).
Vision Stock now supports integrated infrared barcode readers:
The Vision Stock mobile app now supports integrated infrared barcode reader devices in addition to the standard use of the camera to scan barcodes. (CR2307-2447)
UX improvements to Vision Stock app:
Integrated infrared barcode reader devices are now supported in the Vision Stock mobile app in addition to the standard use of the camera to scan barcodes. (CR2307-2447)
See alternate address information in Vision Jobs:
Sybiz Vision Jobs allows users to include a distinct address for a job, separate from the customer’s address, to cater to scenarios where they may vary. This alternative address is now accessible in the Vision Jobs mobile app. In cases where a job address is not specified, the customer’s address for the job is automatically utilized (CR2308-2561).
View documents and images attached to Jobs in Vision Jobs:
Users of the Vision Job mobile app can now conveniently access images and documents attached to jobs in the desktop app, enhancing information accessibility while onsite (CR2308-2546).
Add images to Jobs in Vision Jobs:
Users of the Vision Job mobile app now can seamlessly add images from their mobile devices to jobs, simplifying the process of documenting before-and-after images or capturing other crucial imagery-based information while onsite (CR2308-2548).
Filter products by preferred supplier in Vision Purchase:
In the Vision Purchase module, users now possess the capability to filter products by the preferred supplier for both purchase requisitions and purchase orders (CR2303-1870).
Combine multiple service requests:
Sybiz 24 introduces the capability to associate multiple Service Items with a single Service Request. When using the new Vision Service mobile app, users can effortlessly link service requests in the Sybiz Vision desktop service scheduler through a simple drag-and-drop method or combine them via maintenance in service requests. This feature proves advantageous for customers handling multiple items during the same scheduled appointment (CR210445899).
All new disputed customer transactions:
Sybiz Vision users now have the convenience of flagging sales invoices, job costed invoices, and advanced service transactions as “in dispute,” providing clarity to other users about ongoing issues with the customer. During the dispute period, the transaction is excluded from reports; however, payments can still be processed against it. Disputed transactions can also be excluded from finance charges, customer statements, and customer offsets if configured accordingly. Once the dispute is resolved, users can promptly update the transaction status from Debtors > Sales Management or directly from customer enquiry screens (CR2308-2576).
Contact person for CRM Case Files and Activities
In Sybiz Vision CRM, users now can add a contact person to Case Files and Activities. This feature proves beneficial in scenarios where additional information is required, contacting a specific person is necessary for follow-up or reporting, or when the Case File or Activity is internal and not linked to a Customer or Supplier (CR170232930).
Transact in five General Ledger periods
Users now enjoy the capability to conduct transactions across 5 General Ledger years, a significant enhancement from the previous limit of 3 in Sybiz Vision’s earlier versions (CR2304-2014).
New functionality in custom dashboard designer
The custom dashboard designer in Sybiz has expanded it’s functionality, empowering users to create tabbed pages within both new and existing dashboards. This enhancement optimizes dashboard space, facilitating a more efficient presentation of data with the ability to visually showcase more information (CR2310-2685).
Estimated Work Time for Service Requests
Major Security Extensions
Sybiz 23 introduces significant improvements to the security and integrity of business data. With this update, employees can access, edit, and manage system data in a way that ensures that the right people have access to the right information at the right time. This helps to protect your business data and ensures that it is only accessed by authorized individuals. As the needs of businesses continue to evolve, Sybiz 23 is designed to provide the tools and features necessary to keep your data secure and well-managed.
Advanced Service Management
Sybiz 23 includes an advanced version of its Service Management feature, providing added functionality for customers who require it. Like Advanced Jobs, Advanced Service offers the ability to create service invoices and credits. In addition, individual line items from service requests can now be invoiced and credited separately, using different tax codes or other requirements as needed. This added flexibility allows for greater control over the invoicing and crediting of service items. (CR190540967, CR201144895).
Mobile Sales App
The mobile sales app can be installed on any smart device from both Apple & Google Play. Your field sales team and sales reps out in the field can create orders, review transactions and give them the info they need at their fingertips.
Easily add supplier details to TPAR Grids
Users can now easily add or edit supplier details directly from the TPAR grid. This allows for quick corrections to be made at TPAR reporting time, making the process more efficient and accurate. (CR2207-0889)
Offsetting in Quick Receipts
users can now quickly and efficiently offset charges against invoices using the Quick receipts function. This makes it easier to accurately record and manage invoice payments and charges. (CR210746625).
Smart Offset Function
This function in Sybiz 23 allows amounts to be automatically offset against the most appropriate invoice allocated to a customer in the system. This helps to ensure that payments and charges are accurately applied, reducing the need for manual intervention and improving the efficiency of the billing process. (CR210746625)
Add Credit Card Surges in Quick Receipts
The Quick Receipts allows for easy calculation of surcharge percentages on payments received when needed. To ensure that surcharges are correctly applied, tax settings will need to be adjusted to allocate funds as GST applicable or non-applicable based on the primary nature of supply. This applies to both Quick Receipts and Pay and Process. Upon upgrade, these settings will be based on the default taxable tax codes already assigned in Debtor Defaults. (CR200944552)
Timesheet errors have moved to warnings
In previous versions of Sybiz Vision, Job and Service timesheets generated errors if the time input exceeded the end date of the timesheet. This was intended to prevent user errors, but it could be frustrating for users who wanted to process a timesheet with times that did not exactly match the end date. In Sybiz 23, this has been changed to a warning, allowing users to process the timesheet even if the times do not exactly match. However, the warning will still be displayed in case of potential errors. (CR190540824)
Change Log is now available in CRM
In addition to the improvements to the Application Log, Sybiz 23 has also extended the Change Log to the CRM module. The change log icon can now be found on the CRM ribbon bar, allowing users to quickly see what has been changed in this area. (CR170634342) This makes it easier to track changes and stay informed about updates to customer information.
New and improved Application Log
The Application Log operates in a separate screen, allowing it to run and be searched while the user is using other parts of the software. The log can now be filtered by date range, rather than individual entries, and can also be filtered by column. These changes make it easier and more efficient to search the log for specific information.
Prompts for saved Job Costed and Service invoices
In Sybiz 23, if an invoice has been started and saved against a Job or Service item, a prompt will be displayed when the user reopens that item. This prompt allows the user to continue with the previous invoicing task, rather than starting a new invoice and creating multiple saved and unprocessed invoices for the same Service item or Job. This helps to avoid confusion and improve the efficiency of the invoicing process. (CR2205-0676).
New Look and Feel for Change Log
The Change Log in Sybiz 23 is now presented in a grid rather than in text form, making it easier to search, sort, filter, and apply date ranges. This speeds up the process of looking for changes and makes it more efficient to enter and view information. In addition, users can use the Ctrl + F shortcut to quickly find specific information in the application. These enhancements make it easier and faster to track changes and stay informed about updates to the system.
Ready to upgrade to Sybiz Vision V23?
Alternatively, if you are ready to upgrade, complete the online upgrade form.