iinsight Version 4.3.3 enhancements

This interface will make it easier to update and manage service contracts and their costs.

The service contract can be "enabled" or "disabled" by checking or unchecking the Enable/Disable service contract checkbox, which is found in the right-hand panel when the service contract is selected. Unchecking this box prevents the user from selecting this service contract when adding a new case.

The new Activity / Item interface allows similar plus additional functionality for activities and items:

The interface allows:

1. Service contract filter by All, current or inactive service contracts

2. Activity / Item filter by All, current or inactive activities and items

3. The Add Rates button allows the user to add a new rate and the commencement date by activity and/or item and then copy this to additional activities and items. They still need to be updated individually but Ctrl C to copy and Ctrl V to paste can be used to expedite this process.

4 . Activities and Items can be "enabled" so they can be selected when adding costs or "disabled" by unchecking the box to remove them from future costs. By leaving them "disabled" the audit trail is maintained but the user interface is simplified for the user.

5. Maintaining Charge codes is simplified as they are visible and can be modified through the dropdown field. Identical services under different charge codes are also easier to view.

Durability settings are now visible when closing a case.

The default Durability settings for your company are entered via the Options menu - System Reminders tab. These settings will appear by default for each service contract but can be amended in the Charges menu. Select the service contract and review the settings at the bottom of the right hand panel to ensure they are correct for the service contract. These durability settings will then be applied to each case and can be enabled for either one or both timeframes at case closure as in the above view.

If your company wishes to import iinsight financial data to an accounting application such as XERO, it is possible to do this using the Export function in the Finance menu - Invoices tab. Select the appropriate accounting period and click on the Export button. The report will then be found in the Message Centre for review and import to XERO.

Additional fields that have been added to the Finance menu - Invoices tab are the GST and Client name columns.

The system will automatically direct you to the correct region, but if you are traveling overseas, you may need to reset the correct region for iinsight - see below.

iinsight is moving from the current URL to a new one specifically for Australia. There will be no change for users logging in via the "login to my iinsight" via iinsight.biz.. If you need to log in via the URL, use " aus.iinsightonline.com ".