
With the help of your suggestions, we have added many new features to QXpress. Version 10 delivers with enhancements like automated reminders for database back-up, auto-refresh of the scheduling calendar and login permissions that can restrict staff access of customer data to “read-only”.
Quickbooks 2011 Compatibility - QXpress 10.0 has been configured to be compatible with the recent release of QuickBooks 2011 US, Canadian 2011, South African 2010, UK 2010, and Australian 2009/2010.
Inactive customers - ability to view and alter from QXpress - You can now view inactive QuickBooks customers in QXpress, as well as set the active/inactive status of a QuickBooks customer.
Marking QuickBooks transactions as ‘posted’ even though they are not. - In previous versions of QXpress, the only way to remove these from the list was to make a backup of QuickBooks, post the transactions over, and then restore the backup. Those days are gone! You can now mark transactions as posted easily from QXpress.
Sales Rep added to Add/Edit Customer screen - QXpress now has the QuickBooks ‘Rep’ field added to the Add/Edit Customer screen allowing you to view, add and edit the assigned rep to a QuickBooks customer.
Emailing PDF and dispatch emails using Outlook - You can now choose to email PDFs and dispatch to email/pager using
Database Backup reminders - You can now configure startup alerts to remind you to backup your database.
Launch QXpress Documents folder - To make it easier to find the QXpress documents folder, in QXpress 10.0 you can now click File > Launch QXpress Documents folder from the Login screen, as well as Help > Launch QXpress Documents folder from inside QXpress.
Auto-Refresh of calendar - If the calendar is idle for a specified period a background timer will automatically refresh the calendar.
Ability to select and delete a group of services from the Customer screen - In QXpress you can now delete a group of services directly from the Customer screen.
Renewal Center: Ability to remove any line item, not just discounts - Previously the renewal center was limited to only resetting discount lines of renewable services.
Renewal Center: Filter options on all grids - You will now see filter options on the top of all grids in the renewal center, making it a lot easier to renew for certain customers or certain service descriptions.
Ability to set the renewal date for a group of services from the Customer screen
Printing work orders from the Recurring Dates tab.
Prospective Customers - For the first time, it is now possible to have customers in QXpress that are not automatically posted to QuickBooks. These customers are called “Leads” and only get converted to customers when you are ready. This means you can have hundreds or thousands of potential customers in QXpress for marketing purposes, and not clutter up your QuickBooks file!
Read-only permissions on the calendar / service screen - You can now give permission to staff to view but not edit, add, move, reschedule or otherwise make any change to a service in QXpress. This is useful for field staff that need permission to see their work and print it off, but not make modifications.
New permission - Edit custom field settings - On step 34 of the permissions wizard you now have the option of limiting who can add, edit and remove custom fields from the Customer screen and from the Service screen.
Enterprise Backup (enterprise version only) - QX Enterprise users who have a registered copy of SQL Server Standard, WorkGroup or Enterprise can now schedule automatic database backups. This can be done by going to File > Setup automatic SQL Server Backup.
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