2019 - March Updates

View all the MEHD / GO Business updates for March 2019

Cycle Counts

Inventory > Cycle Count

Don't slow your sales team down when it comes time for Inventory Counts with the new workflow of cycle counts.

Use Bluetooth scanners to easily complete your cycle counts and let all employees enter their counts at once while verifing final numbers before adjusting the total onhands of your inventory.

View more information on Cycle Counts

Receipts

Customers Profile > History > Payments

Inside of a customers profile in the payment history section, you can now click the hyperlink of any payment and open a receipt. These receipts can then be printed for a customer, or email directly to a customer.

Purchase Orders

Accounting > New Purchase Order

Purchase Order List - When Printing labels the print template and label template will now be remembered.

Purchase Order - When adjusting the 'shipping address' you will now be able to select the addresses of any vendor contacts from the list of that select vendor's contacts.

Advanced Customer Search

Customers > Advanced Search

The 'Advanced Customer Search' will now push the customers # as the first column. This drastically helps users if they would like to mass update customers they are able to export, adjust and re-import through CSV and MS Excel.

Rentals

Accounting > Rentals

When all rental products have been checked back in through a 'rental' or a 'recurring rental' the status of the rental will adjust to complete. This means when any rental has (0) / (X) amount it will be adjusted to 'complete'.

Rental Agreement PDF

Accounting > Rentals

• Centered Rental Terms now listed below the total of the rental
• Rental terms will now include a full page width
• Now includes space for a signature and date

Printing Cheques

Accounting > Payables > Pay

Inside of MEHD / GO Business there has been an update to allow users to print a basic cheque template from payables. When 'Pay Payable' is selected from a Payables Menu, and then 'Pay By: Cheque' is selected you will now have the option to 'Print Cheque'.

The cheque will show in PDF format.

Work Orders

Accounting > Work Orders

NaN - Any Work Order with a product that is not currently listed as a product will no longer show a total of $NaN, but will now show $0.

Specification Templates - can now be set up for Work Orders. This enables users to set up 'Custom Fields' for a 'Specification Template'. After setting up the 'Specification Template' in settings, users can then access that template on any line item throughout a Work Order.

QuickBooks Online

Settings > Integrations > QuickBooks Online

• Taxes - have been adjusted. If QBO is to be used, taxes will need to be synced back from QBO to MEHD / GO Business.
• Company Information Syncing
• Locational Information Syncing
• Employee Information Syncing
• Vendor Information Syncing
• Payment Methods Information Syncing
• Products Information Syncing (Only with Enterprise)
• Customers Information Syncing
• Accounting Information Syncing

Portal Document Explorer

• New graphics added for folder and file extension types
• Customers can now see documents that have been sent to their entire group

Documents

• New graphics added for folder and file extension types
• Users can now push documents to groups of customers through the portal

Adjustments

• Invoice discount for deli items on weighted scales has been corrected