TASBooks and Making Tax Digital (MTD)

MultiTAS 5 released with new features


After months of hard work (and more than a little shouting at the computer), MultiTAS 5 has been released.

This is a major update to MultiTAS, building on a lot of the work that has gone in 4, and includes a raft of new features that have long been on our customers’ wish lists. We really were listening.

So, what are those new features? Here are some…

  1. Purchase Order Entry. This has been on our to-do list since version 3.5 (at least) and we’ve finally added it. Now… a little bit of expectation management.  There are no frills and fancy bits. There are no bells and whistles (for example: multiple locations, supplier specific price lists).  It’s purchase order entry, pure and simple.  The bells and whistles and whatnot will follow in subsequent updates.
  2. Address Lookups. This has been on most customers’ wish list since, well, forever. With MultiTAS 5 you can now search a database of addresses and automatically populate fields with the correct data. It mostly goes in the correct places!  It’s only available for UK addresses at the moment. We hope to add Irish addresses in a future update.
  3. Improvements to Purchase Order Printing. There have been some issues with this in some releases and many of our customers have been in touch with requests (compatibility for this or that, additional information, etc.) We’re pleased to say that MultiTAS 5 addresses these issues and a few others besides.
  4. Product Movements Report. Our revamped report now offers greater clarity, functionality and insight for users.
  5. Improvements to Customer Statements. With MultiTAS 5, we’ve added the ‘Remember these settings’ marble you see elsewhere in the software. So set your filters then double-click the marble and they will be saved for the next time!
  6. Bug Fixes. This goes without saying that there are minor bugs and glitches that appear from nowhere and never disappear.  Well, we’ve fixed them. Most of them. Oh, ok. We’ve fixed the ones we know about. If you find any others, please don’t be shy in letting us know…!

You’ll also notice that we’ve refreshed the look and feel of MultiTAS. Out with the old multi-coloured (and slightly distorted) logo and in with a new logo in keeping with Infoplex’s branding. We’ve also given the toolbar icons an overhaul to keep things “on point” and “on message”. Yes, we’ve been reading a book on buzzwords.

So there you have it. MultiTAS 5 is available for download now.

Cleaning your TASBooks database

Is TASBooks a little slow? Is it a bit sluggish? Is it taking you longer to run a report or find a record than it used to?

This is something that we hear a lot at Infoplex. Obviously, there are lots of reasons for this. Over time, you’ve saved lots of transactional data that you only used once or twice. If you’re like us, you’ve built up multiple copies of files and lines of code that you’ve never even used. You have records that are out of date – customers have moved on, products have been discontinued and suppliers have changed.

In these circumstances, the best solution is to start again. Build a new company from scratch in TASBooks. Think of it as a ‘factory-reset’ for mobile phone.

Unfortunately, it’s not as easy that. Can you imagine having to re-enter all of those records? Your customers, your suppliers, your products, opening balances and orders. Everything would need to be re-done. And let’s not even think about Dynamic Discounts…

That’s where we can help you with (drumroll, please) our new TASBooks Data Migration service.

Our new TASBooks Data Migration service will:

  • Analyse your TASBooks company data
  • Identify which data to migrate
  • Work around you to ensure minimal disruption
  • Work alongside you to clean up your data
  • And, of course, migrate your data.

Our new service will launch sometime in June. We’ll tell you more about it closer to the time and explain in greater detail how it all works. In the meantime, if you want to sign up to be notified when we launch this service, head on over here to let us know!

GDPR and Infoplex

It doesn’t matter where you are in the world or what type fo business you run.  Let’s be honest. There’s no escaping it. What are we talking about? The EU’s new data privacy laws – the GDPR.

We hear you. We’re as fed up with it as you are. No, really. We’ve given up hope of having any semblance of a normal life for the next month or so as we work towards compliance. We are not immune to it.

That’s why we’ve been sending out emails right, left and centre to all and sundry in the last weeks. It’s just one element in our GDPR strategy. Yes. We have a strategy. Quite frankly, we’re as surprised about it as you are.

So, what is it exactly that we are doing? Glad you asked…

  1. Consent for marketing. The new rules mean that we are not allowed to get in touch with you to advertise new products or services unless you tell us that we can. We can contact you about software updates. We can contact you about security patches. We cannot contact you about our products (such as MultiTAS or eTAS) unless you say “Yes please, Infoplex. Tell me more.” We cannot tell you that we’re offering a 25% discount unless you say so. That’s why we’ve emailed everybody we know to make them aware of the changes and to ask them to agree to hear from us. So far, we’ve sent out 4 emails and if you haven’t already seen one, then maybe check your junk mail folder. It may have slipped in there.
  2. Updating our privacy policy. The GDPR is there to make things clearer for you and for us. It will make it easier for you to see what information we have about you, how we obtained it and what we do with it. From our perspective, it makes it easier for us to know what we can and cannot do with it. In keeping with the theme of simplicity, we’ve updated our privacy policy. We’ve ripped out the boring legalese and made it as simple and transparent as possible. It tells you who to get in touch with at Infoplex to discuss your data (Hello Douglas! *waves*), tells you what types of data we may have about you (contact details, technical data, etc.), what we do with it, where we keep it and what you can tell us to do with it.
  3. Accessing your data. Taking the whole simplicity and transparency theme a bit further, we’ve come up with nifty way to help you gt in touch with us and find out what we know about you. With the help of our friends at Paperform, we’ve built a simple online form that you can use to contact Douglas and ask about your data, make any corrections to if there’s a problem with it or even delete it.
  4. Helping you with your database. This is a funny one. We realised that when you get in touch to discuss a problem, we usually hop on to your computer, rummage around behind the scenes and fix the problem with TASBooks. We’ve always assumed that you know that we do this – not least of all because it’s in the Terms & Conditions. How else are we going to fix the problem otherwise? We’ve now tightened up on and it has a real impact upon you. From 25th May, you will be required to fill in a form online before we can help you. The form makes clear that you are asking us for help and that you consent to our accessing your database to help you. If you do not fill in this form, we will not help you. It doesn’t matter if you have a support contract or not. You have to fill in this form first.

That’s about it really. If you’re familiar with what your business is doing for GDPR compliance, then you’ll know that there’s a whole raft of measures in the background that are also being implemented. That’s what we’re doing to. Privacy assesments. Risk assessments. Shopping lists. Oh! You were paying attention. That’s good to know.

These are the steps that will impact you the most. These are the steps that are designed to help you as much as they are us. Fingers crossed, everybody, that they don’t change their mind again next year!

Merry Christmas from Infoplex

A quick reminder for you all about our Christmas availability…

  • We will close at 12pm today.
  • From 23rd December onwards, we will still be answering emails and responding to support calls so if you need assistance please phone the normal numbers.
  • Please leave a voice-mail and someone will call you back (voice-mails you leave get emailed to us no matter where we are at that time).
  • We reopen at 9am on 8th January 2018.

All that remains is to wish all of our customers a Merry Christmas and a Happy New Year – we really appreciate your business and support.

Christmas 2017 Opening Hours

  • We will close at 12pm on 22nd December 2017.
  • From 23rd December onwards, we will still be answering emails and responding to support calls so if you need assistance please phone the normal numbers.
  • Please leave a voice-mail and someone will call you back (voice-mails you leave get emailed to us no matter where we are at that time).
  • We reopen at 9am on 8th January 2018.
  • We wish all our customers a Merry Christmas and a Happy New Year – we really appreciate your business and support.

 

Bespoke reports for MultiTAS

Businesses collect vast amounts of data everyday. Just take a few moments to think of the data that your business collects. Customer profiles. Payment details. Financial records. Sales orders. Historic data. Works orders. Component records for each and every item your produce. Compatibility records. Distribution schedules. The list goes on. And on. And on.

Now take a moment to think of how that data is maintained and used. How is it stored? How is audited or traced? Is it useful? We can’t answer all of those questions but we can answer the last one. Yes. The data is useful. Most businesses don’t realise that every bit of data that they have available to them can be used to inform business decisions and help to maximise profitability.

That’s why we’re introducing MultiTAS Reports.

MultiTAS Reports can pull together real-time data from every part of the TAS database and present it in ways that can help your business make the right decisions. MultiTAS Reports can help to break down data into relevant action points and let businesses explore and understand raw data in a meaningful way. MultiTAS Reports remove the complexities of sifting through this data manually. Organizations can make actionable, data-driven decisions with ease.

We’ve built a library of essential business reports that span the TAS and MultiTAS databases to provide users with the data that they need anytime they want it. Our reports can extract data from the Sales Ledger or from the Manufacturing module and present it to you in a variety of formats.

But we’ve gone further that. We know that are customers are unique. Their businesses differ in ways that you can’t imagine. That’s why we can build custom reports for you that go beyond the capabilities of our standard reports and manipulate data in ways specific to your business.

So… if you’ve ever wanted to unleash the true potential of TAS – and MultiTAS – now is your chance. Now you can with MultiTAS Reports.

Office 365, VOIP and Infoplex

Software has changed considerably in the 20 plus years we’ve been in business. In truth, it’s changed beyond all recognition. No more boxes with a succession of 3.5 inch discs to install a program; no more (multiple) CDs to install Microsoft Office; and no more complicated PBX telephone systems. Today, it’s all out there, up there and in the cloud.

That’s why Infoplex is looking at ways in which to help you make an informed choice about your software needs. As you know, we use the Microsoft Office suite of applications quite a bit (CSV imports anybody?) Over the coming months we’re seeing how best to integrate Office 365 – the latest version of Microsoft’s productivity suite – with MultiTAS and TASBooks. What does that mean? Well, to begin with, it may mean no more importing and exporting via CSV. It may mean that with a press of a button the data appears in either Excel or in MultiTAS as required. It may mean that reports are generated in Microsoft Word and populated with new graphical content. And it may mean that for the first time MultiTAS may be offered with a CRM (customer relationship management) facility.

But there’s more to it than just that. We’re looking at VOIP communications systems too. Instead of an old-fashioned telephone, a complicated PBX, multiple lines and extortionate bills, how about a phone system that works via the internet instead? How about a phone system that connects with MultiTAS so that when you click on a customer’s number it calls them directly and makes sure you have all of the information to hand?

That’s just some of the work in the pipeline over the coming months as we look to bring you new services that complement MultiTAS and Infoplex. Feel free to let us know what you think!

How to… series

Did you see that post? How to… set up MultiTAS Finance is the first in a (hopefully) long series of posts we’ll be publishing regularly. They are designed to help you out with some common issues and explain the basics of MultiTAS and the Infoplex suite of products. Think of them as… well, MultiTAS for Dummies (but without the bright yellow cover).

Our intention (yes, the road to hell and all that) is that we’ll have a new post in the How to… series every week. That sound you just heard, by the way, is Douglas banging his head on the table. But as we’re still writing down everything we (Douglas) knows it will take a few weeks to get up to speed. In the meantime, if there’s something you want/need/would like to know, you can always send an email to Support or call us.

Christmas 2016 Opening Hours

  • We will close at 12pm on 23rd December
  • 26th and 27th December are Bank Holidays so we will be shut on those days too
  • Between 28th December and New Year we will still be answering emails and responding to support calls so if you need assistance please phone the normal numbers
  • Please leave a voice-mail and someone will call you back (voice-mails you leave get emailed to us no matter where we are at that time)
  • We reopen on 3rd January 2017
  • We wish all our customers a Merry Christmas and a Happy New Year – we really appreciate your business and support.