AMWin - Computer software for service industry business.

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Outstanding purchase order reports
On File:The Stock>Order Deliveries report for stock on file now allows you to select the class of...
Stock Valuation by Bin for Group
The stock valuation report now allows the report to be sorted by BIN location by changing the sort o...
Stock Reports by Preferred Supplier, Group and Sub-Group
Many of the stock reports such as Stock Sales by Group now allow you to print the report by Preferre...
Income Report on a Single Department
The income statement allows you to report profit and loss by department. This allows the tradi...
Reprinting all Supplier Remittances
From the accounting reports menu you can now print all remittance advices for suppliers paid within ...
GST Audit Trail
The GST Sales and Purchases report allows you to print a single GST type so that you can print only ...
Wages Report for Last Year
The wage system from version 6 now retains wage records for 7 years. When printing wage report...
Aged Cust/Supp Report - Unallocated Column
The unallocated column on the Aged Analysis report is now totalled at the bottom.
Deposit Slip Re-Print
Many users have bubble jet printers which do not allow for multiple copy printing. If this is ...
Credit Card (Type X) Deposits
In Bank Deposits, if the Method Type of a payment is X or the Reference is blank then the payments a...
Wage Entry - Printing Wages Pay Slip
When entering wages for employees through the wage entry screen, you can now print pay slips to hand...
Doing Journals to Any Period
Journal Entries can be done for any period within the current or previous financial year. This...
Ledger Masterfiles
Deleting Ledger Accounts:The system allows you to delete a ledger account only if the balance of the...
Manufacturing Serial Numbers
Manufacturing of stock allows you to track serial numbers both used in the creation of the stock and...
Stock enquiry
Stock Sales Enquiries:One of the issues with a sales enquiry was that if you used manufacturing, the...
Price Multipliers by Group Screen
You are now able to apply a price multiplier to a group or a sub group or to a combination of group ...
Minimum/Maximum Levels
The new minimum and maximum order quantities are located in the statistics screen under the stock ma...
How to restrict Parts List in Lookup Window
From the stock masterfile screen you are able to restrict the parts list in the lookup window to be ...
Superceded Button
If the selected part number in the stock masterfile is superceded to a new number then you can click...
Parts Flagged No discount
In the Stock Masterfiles screen you can tag a stock item as "No Discount". When a part is then...
Adding a New Serialised Stock Item
When inserting a new stock item through the Part stock there is a tick box to allow the new item to ...
Lost Sales
When a Lost Sale record is generated from the invoicing or stock masterfiles module you now have 4 f...
Related Parts in Stock Masterfile
In the Stock Masterfile under the Statistics/Related Part tab you are able to relate a part to anoth...
Stock Masterfile - Attach additional description
In the Stock Masterfile under the Alt Stk/Memo tab there is a new memo field which also acts as an a...
Stock Memo (Notes) Field
The Stock Masterfiles contains two memo fields. Under the Alt Stk/Memo tab is a 1000 character...
Supplier History Search by Document Number
There is now a locator on the reference (purchase invoice number) field in the supplier history scre...
Barcode in Purchase Credits
There is now a Barcode field in the stock file to store the barcode of a stock item. In some c...
Purchase Invoice Total
One of the major features of purchases over purchase orders is that you can process a batch of multi...
Auto Orders
When clicking on the Auto Orders button in Purchase Orders you can now choose to either use the Main...
3 Decimal Place in Purchase Orders
Purchase orders now allow quantities and prices to be entered in 3 decimal places to allow for purch...
Bulk Purchases
Sometimes parts come in a certain length or size or in a pack and you need to separate the pack or l...
Print a Recipient Created Tax Invoice
Some suppliers are not able to or not willing to provide a Tax Invoice and as such you are required ...
Purchase Order Extended ex GST price.
In the parts/revenue entry screen inside Purchase Orders, there is now a field for the total e...
6030 Default in Orders Allocation
When a Ledger account is allocated to a job from the purchase order module, the 6030 sales revenue a...
Sort Button in Purchase Orders
In the purchase order screen you can click on either the $ amount or on the Stock Code heading and t...
Floorplan - Consignment Stock
CONSIGNMENT STOCKThis option was specifically designed for the Marine Industry and caters for consig...
Holding Cost Price when allocating G/L from an Order
When you purchase a ledger item in purchase orders and allocate it to a jobcard, the system will bri...
Customer Dishonoured Cheque
A customer's cheque has been dishonoured, how do I handle this in Amwin.Firstly, do a customer rever...
Debtor Payment window sorted by date
When processing a Customer or Supplier payment you are now able to click on the date field heading f...
Cheque Drawer
The drawer of the cheque is recorded in the payments and deposits file so that if the drawer of the ...
Unallocated Credit Notes
When a supplier or customer credit note is not allocated to an invoice, the credit note is added to ...
Changing owner of a Job Item
If a customer is flagged in the customer masterfiles as being an Internal Customer and the BILLTO is...
Invoice Profit Margin
The cost, profit and margin for each line of an invoice can now be viewed on the invoice detail line...
Display allocated stock on Job Card
When printing a Job card from either Job or Workshop Invoicing there is a tick box option which will...
Remember Customer when Revising an Invoice
When revising an invoice, if you select the incorrect job number for a certain customer you can then...
Reprice when Changing Customer Billto
When the billto customer is changed on an invoice, a message is displayed suggesting that the user "...
Ctrl Up/Down Arrow
From the Job Invoice and Workshop invoice screen, you are now able to move invoice lines up and down...
Allow change in customer account payments
In customer payments you can now have the software calculate "change". This means that if you ...
Include time out on Invoice
The Job invoice screen now allows you to enter a time out figure which records both the time that th...
Password Level on Finalising an Invoice
The system now has a separate password option for finalising an invoice as well as just being able t...
F7 Stats Window Print Option
The F7 statistics window in the invoicing screen is now a report so that the invoice details can be ...
New Quill Function
When using the Quill function in Job Invoicing there is now a new feature that allows you to edit te...
Invoicing History Button
The new History Button "H/View" available on the Job Invoice screen allows you to view and print the...
Cloning an invoice
When cloning an invoice from the History module you can select to clone the Job into either a Quote ...
Deleting a Customer or Supplier
When a customer or supplier is deleted the system will now prompt you to makr the customer as suspen...
Customer requires Order Number
The customer masterfiles has a new option that allows you to force the entry of an order number for ...
Customer Default Settings
The default customer settings option allows you to configure a range of specific setting for a certa...
Masterfiles - first created
When adding Customers, Suppliers, Stock, Ledger accounts and Vehicle, the system now automatically a...
Customer Overdue Letters
This option allows you to select a particular overdue letter from your letters file, and send this l...
Reposition Information on an invoice.
You can take advantage of a modified Windows cut and paste function when repositioning information o...
Printing invoices with statements
You may decide that you do not want to print an invoice after every sale transaction but wait and pr...
Adjust start and finish print positions on invoice, credit returns and statements.
Many users of the software have letterhead paper that they wish to use for printing invoices and sta...
Rolling your GST Period
There is a separate process for the GST period end and for the month end processing The system allow...
Automatic Tagging of invoices
In Customer and Supplier Payments: if the amount being paid equals the total amount of all outstandi...
Search by Dollar amount in enquiry screens
Often the easiest way to track down an elusive payment in a cash account, bank account, client or su...
Posting transactions forward and backward.
Back Posting a transactionThere is now a separate process for the GST period end and for the month e...
End of Year process
At the beginning of a new month AM-Win will not let you proceed past the date screen unless you eith...
Copy and paste to and from AM-Win
The copy and paste commands built into windows enables you to copy information from external sources...
Understanding the coloured references in the Book in Diary.
When you book a job in through the Workshop diary you can now indicate the number of hours which you...
Progressive job invoicing
AM-Win allows you to finalise only part of an invoice at a time then return to finalise other parts ...
Linking parts to a vehicle
Parts Linked to a vehicleThis option allows you to link parts to a specific make and model so that w...
Work Cover or Insurance Receipt
We received a cheque from Work Cover [or an insurance company] How do we process it so that the mone...
Printing the work authority text on a job card
If you want the work authority text to appear on a job card select "Print work authority text" in th...
Entering item notes on job cards
If you have notes on a vehicle or job item in item / vehicle master file these can easily be entered...
Accessing the Client details screen from a job invoice screen
You can access the client details from an invoice in two ways - the easy way or the easier way.The e...
Hiding the toolbar in AMWin
Hide Toolbar The toolbar is the row of pictures across the top of the screen with the icons for open...
Recall letters
First you will need to set up letters that you wish to send to your customers Go to Others, Letter M...
Viewing labour transactions
Labour TransactionsLabour Transaction is used to view labour transactions for a particular customer,...
Correcting wrong cash banked amount
I've accidentally banked all of the cash in the tillWhat do you do if you accidentally bank the wron...
Adding Text Messages on Statements
If you would like a message to appear on your Statements, You will need to create your text mes...
How to add standard text notes on your customer invoices and Statements.
There are many reasons why you might want a standard message to be printed on your customer's invoic...
Suspending a Customer's Account
The customer exceeds your trading terms and you decide to suspend the account until payment is made ...
Stock on Order In Stock Master File
Sometimes you might like to check to see if you have a stock item on order before you place an order...
Reprint a bank deposit slip
Reprint a bank deposit slip Open the 1020 ledger enquiry screen, highlight the deposi...
Change the value of an invoice.
This feature works in POS as well as in customer documents. Here's three scenarios. You quoted a cus...
Applying a discount to an invoice
You can apply a discount to all parts on an invoice easily. Place all of the parts on the invoice an...
Sorting information in AMWins screens
Sorting InformationDid you know that on many of the screen including Enquiries, Payment register, Pu...
Reversing a posting in the Bank Rec Screen
If you have posted a balance in your bank rec screen by mistake it can be reversed - Here's how. Cha...
Standing Journals.
The Standing Journal option is used where you have any automatic monthly deductions from your Bank A...
How do you Search for Supplier Document Information or Supplier Invoice Number?
From the Suppliers Menu select Purchase History. Click on the Supplier tab button and click on...
Concealing information on an invoice
There may be times when you don't want a customer to see everything that went into a job. Maybe you ...
Reversing customer or supplier payments
Reverse Payments Sometimes it's necessary to reverse a customer or supplier payment. Here's how. Rev...
Tracking postings in a transaction
Displaying the postings that occurred during a transaction.AM-WIN has the ability to display all of ...
Purchase History Information
Accessing Purchase History InformationOpen the "Suppliers" menu at top of screen Click on purchase h...
Bank Recondiliation
Bank MaintenanceNote that it is necessary to set up your bank account details in bank maintenance be...
Vital Statistics
Below is a list of the ledger accounts associated with the different areas of the Vital Statistics r...
AMWin Payment Register
Use this option for searching made to suppliers and from Customers. Searches can be performed by Cus...
Changing the Speedo reading or order number on completed documents.
Do you ever want to add or change a speedo reading or an order number after an invoice is finalised ...
Renaming Quotations
There are times when you would like to print an invoice that does not update your books, your debtor...
Number of Invoice pages
The pages field is located next to the Status/Salesman's field in Job Invoicing . This pa...
Auto allocating customer payments
Auto Allocate When receiving customer payments it is not necessary to mark each outstanding in...
BAS Payments
There is an option in AMWin to pay BAS payments without multiple journal entries. Enter the cheque, ...
Workshop Diary Notes
AMWin has a workshop diary where that keeps track of all new jobs and work in progress. You ca...
Viewing Prices for Stock Item from Select Stock/Alternate Stock Window
When inserting parts in Job Invoicing, the Select Stock or Alternate Stock window opens. ...
Print Recommended List Price
This field exists in the Customer Masterfiles under the “Customer Accounts” tab and is used to let t...
Updating Stock Price Changes from Job Invoicing
When inserting a stock item into a job invoice, if you change the price you can click an Repric...
Credit limit and trading terms
You are able to apply both a credit limit or terms of trading to any customer's account.If an invoic...
Credit Returns
This option enables you to process credits or returns for customers and you have the ability to view...
Accessories
Calculator/Notepad/CalenderUsing the CalculatorYou are able to access a calculator on your screen at...
Workshop Diary - Enabling
AMWin has a workshop diary where that keeps track of all new jobs and work in progress. The diary do...
What's been deleted?
Did you know that you have a log file which contains anything which you have deleted from AMWIN?So i...
Supplier Refund Cheque/Direct Deposit
You overpaid a supplier or sent back something for credit.The supplier sends you a cheque or direct ...
Backdating Supplier Invoices to Last month
It is still possible to post a supplier invoice even if you have carried out the end of month proces...
Sub total a block on an invoice
To calculate a sub-total for a number of records in the job invoice, left click at the end of the re...
Intellisearch
Did you know that AMWin features an intelli or super search screen to find stock.The super search sc...
To change a stock code:
There are times when you need to change a stock code to a new part number - here's how.Select the " ...
Create a standard job [kit] from a finalised Invoice?
There are times when you finalise an invoice and think that it should be made into a standard job or...
Serialised Stock
A stock item may have two numbers. Firstly its part number and secondly its own unique identificatio...
Reprinting an Invoice
There are times when it's necessary to reprint a customer invoice. Here's how to do it in AMWin.Open...
Reprinting Remittance Advice Slips
When you complete a customer or supplier payment, the system will allow you to print a remittance ad...
Changing a Registration/serial number
Choose "Others" from the menu, left click and choose Job Item Code Change. The Job Item Hi...
Document Print Preview
As a default AMWin is configured to automatically show you a page on the screen for preview prior to...
Handling Petty Cash
There are various ways to handle and process Petty Cash in AM-Win. The way we usually recommended is...
Profit and Loss Reporting
Why is there no profit and loss report in AMWinThere is and it's comprehensive but it's labelled som...
Note Library
The Comment LibraryBuild a library of the things that you say over and over on job cards and invoice...
Moving lines on an invoice.
If you don’t like the way the details, parts, labour and revenue on your invoices, quotes or kits ar...
Journal entry notes - accessing
Notes in Journal Entry - where do they go?When you process a journal entry you have the opportunity ...
Job description use and add
You can store Job Descriptions to be used in Job Invoicing/Pos Invoicing Within the job invoicing/po...
Make a customer invoice GST exempt?
If for some reason [ TPI pensioner or export ] you need to process an invoice as GST exempt.On the i...
Invoicing both including and excluding GST on one invoice
When you do an invoice for a customer, every line you enter is set to include GST unless you have se...
Setting default print options
There are times when you need to conceal a part number, individual prices, the labour hours or the f...
Internal Customer status
Sometimes you need to invoice parts and labour and other charges to a vehicle or customer who is in ...
Setting up General Ledger
The General Ledger is a framework of Accounts used by the Accounting System for the storage of all o...
Fonts on Invoices and estimates.
Because AMWin is a windows program and uses the windows printer setup and the fonts installed on you...
Faxing a Document from AMWin
You can directly fax an invoice, credit note, purchase order, statement or quote to a customer witho...
Giving Discount at End of Invoice
If you want to give an off hand discount at the end of an unfinalised invoice [make it 120 mate and ...
Displaying Customer Notes while in Job Invoici
While in the Job Invoicing screen, you are able to view the customer notes which you typed in Custom...
Printing Customer Labels.
This feature allows you to print out labels for customers, which display the company name and addres...
Contra Payments
Sometimes your customer and supplier are one in the same. You do work for a customer who also suppli...
Changing an Owner of an Item/Vehicle
Sometimes your customer will sell a car/item that you have looked after for some time. The car/item ...
Handling COD Suppliers. - Cash out of Till
I want to be able to pay COD suppliers out of the till or with a cheque.AnswerThe cheque entry scree...
Bill Of Materials? Creating Manufactured Items
In AutoMate this can be fraught with danger and is somewhat messy. But in Amwin Windows it's qu...
Business activity statement and AMWin
Notes on AMWin and postings to the BAS statementInvoicingGST Type 1 : Normal GST2 : Doesn’t apply in...
Handling Bad Debts
Processing bad debtsAM-Win allows you to credit the amount of a bad debt to a bad debt account while...
Auto Calculate Selling Prices - Have AMWin calculate selling prices automatically when you add a part to the system.
Auto calculate selling pricesIt's possible to have AMWin calculate selling prices automatically when...
Allocate part/s or ledger to a job
This function allows the highlighted part or revenue purchase to be allocated to a job in progress.&...
Purchasing a GST Exempt/Part GST Item on an invoice
Purchasing a GST Exempt Item on an invoiceThis becomes easy in AM-Win as each invoice line can be tr...
Customer Back Orders
During the process of invoicing parts to a customer you quite often are not able to supply all...
Handling Trade In Stock & the GST
Handling trade in stock and the GSTTrade in stock allows for the correct calculation of GST and the ...
Customer payments
CUSTOMER PAYMENT This option is utilised for when a customer wishes to allocate payment to a c...
Adding and Deleting Groups
Adding and Deleting Groups - accurate reporting relies on groups. A group gives you a key on which t...

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