Tag Archive for: TASBooks

MultiTAS 6 released with new features

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After 15 months of hard work, MultiTAS 6 has been released.

This is a major update to MultiTAS, building upon a lot of the work that has gone on previously, and includes key new features that have long been on our roadmap. It finally ‘closes the loop’ in terms of Purchase Order functionality.

Here is what’s new:

  • Purchase Order Receiving. This has been on our to-do list since version 1 and we’ve finally finished it. With this first release, there are no bells and whistles (for example: multiple locations, foreign currency).  Yet. These will follow in subsequent updates.
  • Purchase Order Invoicing. Goes hand in hand with Purchase Order Receiving. As with receiving goods, we want to allow this basic version to settle before adding multiple locations and foreign currency support.
  • Document Names. This has some customers’ wish list since, well, forever. With MultiTAS 6 you can now use our new drag and drop feature to set what you want exported Order document filenames to be. Choose from type, date, document number and others.
  • Improvements to Installers. For customers with multiple solutions (e.g. MultiTAS, Infoplex SDK, Tax Manager) whereby when an update was applied to one solution it broke the other(s). We’re pleased to say that MultiTAS 6 resolves this issue from hereon.
  • Sales Order Entry. A new Stock Level check when you convert a quotation to any other type, previously no check was carried out. If there isn’t enough stock then you have the standard options (go negative or on back order)
  • Bug Fixes. There are minor bugs and glitches that appear from nowhere and never disappear.  Well, we’ve fixed the ones we know about. If you find any others, please don’t be shy in letting us know…!

So, there you have it. MultiTAS 6 is available for download now.

As this is a major update (and due to the improvements to installers) you will need to remove the existing version of MultiTAS you have before updating to v6.

Subsequent updates to v6 (e.g. from v6.0.1 to v6.1.1) should not require this extra step.

Brexit and TASBooks/FirstBooks – what updates to expect

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It goes without saying that everything you’re about to read should be taken with a large pinch of salt. The situation is fluid (to say the least) and until we know exactly what will be required of businesses that import and export, we can’t say for certain that there will not be changes a little further down the road.

So. Here goes…

Will there be a TASBooks update to support Brexit changes?

There will be no TAS update to support Brexit changes. Manual processes are being documented currently which can be used.

Sage

17/12/2020: Here are the details: https://my.sage.co.uk/public/help.aspx#/customer/support/brexit/category/tas/uk

Will there be a MultiTAS update?

Yes. We’ll add in fields to allow you to store Customer and Supplier EORI numbers and make them available on Sales Order and Purchase Order documents. We’ll also add an option to select and display the Incoterms of a Sales Order (not sure these are needed for Purchase Orders, if we are wrong then please get in touch!!).

If you need changes to any of your existing MultiTAS documents (e.g. modify to meet Commercial Invoice requirements) then please do not leave it until the last minute (or even the last week). For significant changes, there will be charges involved. We are closed for the Christmas break from 5pm on 22nd December – more information available here.

Will you tell me what to do to get ready?

No. We are not Brexit/Customs/Accounting experts.

If you are unsure what you need to do to get ready then your first call should be to your Accountant.

You should also look over the UK Governments Transition page to see what they advise, what will change (lots) and what will get better (nothing) – Brexit transition – GOV.UK (www.gov.uk)

There is a lot of reading available on the Xero website – Brexit: Impact on small business and what you need to know | Xero UK

Photo by Call Me Fred on Unsplash

Making Tax Digital (MTD) and TASBooks

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UPDATE – Infoplex announces Tax Manager for TASBooks

Infoplex has announced the development of its own easy-to-use VAT submission system for TASBooks. Click here to find out more about Tax Manager for TASBooks.

The deadline for Making Tax Digital (MTD) is on the horizon. With any significant overhaul of the tax management system, there’s been a lot of concern, speculation and contradictory information. At Infoplex, we’re committed to ensuring that you have the most accurate information available at all times so that you can make informed business-critical decisions.

What is Making Tax Digital (MTD)?

Making Tax Digital (MTD) is the cornerstone of HMRC’s move towards digitising the tax system. From 1st April 2019, any business that is VAT-registered will no longer be able to file its VAT submissions using the HMRC gateway. In its place, VAT-registered businesses will need to use commercial accounting software that has MTD submission capabilities.

Is TASBooks suitable?

The simple answer is yes, but there’s a big twist.

All of the information that you need when your business files a VAT submission is in the TAS database. It is – literally – at your fingertips. Unfortunately, there’s no in-built way to access this information and send it to HMRC.

Is there a solution available for TASBooks?

Yes. In the last few months you will have seen an email from Sage about MTD. It sets out the steps that Sage are taking to help VAT-registered businesses. They have built a special module for TASBooks which will let all VAT-registered businesses file their submissions online and meet HMRC’s compliance requirements.

Can I buy a solution directly from Infoplex?

Yes. We’re working with a company to develop an easy-to-use, low-cost solution.  We’ll have an announcement on our plans in the New Year. In the meantime, if you’d like to discuss your requirements, then feel free to get in touch with George by calling 01592 598101

TASBooks and Making Tax Digital (MTD)

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Cleaning your TASBooks database

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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!

New Release of TASLink/TASFlex SDK for TASBooks

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Image for SDK release blog post

Photo by GotCredit

 

This morning we shipped a new release (v2.16.6) for the SDK for TASBooks (known as TASLink to developers, TASFlex to end-users) and it is now available for download. The main change is a new installation/setup program. Until now, you have had to install System Integration Manager (SIM), then use it to install and configure the SDK. It’s taken a long time to install, involved many clicks and much frustration all round.

However, all of this has now changed for the better.

As of this release, there is a single download and a simple installation routine. Simply download the setup file then choose the edition of the SDK to be installed. Wait approximately 30 seconds for the installation to finish. Finally launch the Control Centre shortcut from the desktop and configure.

Much more detail can be found in the installation guide available with the downloads. To confirm, this removes the dependency on the System Integration Manager (SIM) component. You’ll no longer need it. Hurrah!

Release Notes

  • This version is not compatible and will not install on Windows XP computers. Ever.
  • This release requires Microsoft .NET Framework v4.5 (you’ll most likely already have it but its a free download from Microsoft if not)
  • To upgrade to this version requires a live (i.e. not lapsed) TASLink and/or TASFlex support contract

 

New MultiTAS update

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We released a new update (v3.5.80) for MultiTAS last night and it’s now available for download.

Changes incorporated into it include a rewritten Stock Adjustment form (521) plus the following bug fixes:

  • Fixed an issue in Sales Order Entry (611) that produced an error when products had been created in TASBooks rather than MultiTAS
  • Fixed an issue in EDI Order Import (683) where the specified price of the first line of an EDI order was overridden by the TASBooks price no matter what
  • Fixed an issue in Build Assembly (565) where an endless loop was encountered when building the last assembly of the assembly list (sorry Suzy!)
  • Fixed an issue in the Product Report (531) where the extended description was not being exported

If you don’t already have it you’ll need to download and install SIM v4.65 first.

Finally – we’ve created a public Trello board to map out future MultiTAS development and allow customers to up/downvote ideas. See https://trello.com/b/1rbfVEjV/multitas-development – you’ll need a free Trello account for voting!

TASBooks v6 info

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The changes in TASBooks v6, released 6th March 2015, include:-

  • New feature to allow the customisation of the text when email(s) are sent via TAS
  • New Foreign Currency Transactions settings in Program 0.1.2 > System > Miscellaneous
  • New option to customise whether inactive/discontinued records appear in Lookups (Program 0.1.2 > System > Lookups/Mapping)
  • New ‘Update Profit And Loss Account’ setting (Program 0.1.2 > Purchase Orders > Entry/Costing Options)

There are bug fixes too which include:-

  • Fixing a Runtime error 380 when running Program 4.4.4
  • Enabling Order Acknowledgements to be printed for Sales Orders where the order number is 7 digits long

MacDonalds franchise streamline internal TASBooks process by 80%

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Infoplex have developed another solution for the MacDonalds chain!

This is our 11th pack development for a MacDonald’s client and highlights our ability to deal with large high-profile clients and improve their use of TASBooks. We helped to speed up the daily – and somewhat repetitive – processes of moving data from TASBooks in to third party systems and vice versa.