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QXpress Scheduling Software Releases Version 10!

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on Jan 18 in Software Updates

With the help of your suggestions, we have added many new features to QXpress! QX 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".

 

The full features with step-by-step instructions can be viewed here:


New for QXpress Standard, Gold, Platinum and Enterprise:


QUICKBOOKS INTEGRATION ENHANCEMENTS
 
Quickbooks 2011 Compatibility -  QX 10 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.

 

ADDITIONAL ENHANCEMENTS

  • New customer billing address entry more closely follows QuickBooks
  • Mail server settings no longer needed
  • Database Backup reminders
  • Launch QXpress Documents folder
  • Auto-Refresh of calendar
  • Ability to select and delete a group of services from the Customer screen.
  • Ability to set the renewal date for a group of services from the Customer screen.
  • Printing work orders from the Recurring Dates tab.
  • Renewal Center: Ability to remove any line item, not just discounts.
  • Renewal Center: Filter options on all grids

New for QXpress Platinum and Enterprise

FEATURE ENHANCEMENTS

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


MARKETING ENHANCEMENTS


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!


How do I get QX10?


QX 10 updates will be automatically downloaded if you are a rental user or if you have purchased QXpress within the last 12 months. If you purchased QXpress prior to January 2010 you must have a valid Keep Me Current Plan (KMCP) in order to get the latest updates. (Please contact sales at 1-888-QXpress if you are not sure of your KMCP status)

If you just can't wait for the auto-update, you can also download the full installation by clicking here.

Thank you for the great feedback over this last year.  We trust that 2011 will be a prosperous year for you!

The QXpress Team

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