MaxxTraxx Release Notes
New Feature - Engine Hours have been added for tracking hours similar to how mileage tracking works for vehicle history and repair order history. (To enable this, you will need to open the vehicle type and check the checkboxes to track engine hours)
9.3.429.0 | Customers, Vehicles, and Invoices
New Feature - Vehicle Types can be set Active or Deleted with the option to Un-Delete
9.3.429.0 | Customers, Vehicles, and Invoices
New Feature - ALLDATA upgraded to the newest integration. The integration now uses a new page with easier drill-down access to parts. The new integration now uses customer's online username and password to login.
9.3.429.0 |
New Feature - Added export to Excel option to the Financial Tax Summary Report
9.3.429.0 | Reports
New Feature - Completed new User Interface for MaxxTraxx. This includes, larger fonts and screens, simplified search and lists, cleaner info forms, new and improved Menus with all new Icons. There will be continued upgrades in user interface in the coming MaxxTraxx 8.0 release. Including a full Workflow function that will make tracking appointments, scheduled time, employee availability and status progress through the day, week or month using an intuitive Drag and Drop interface.
7.9900.391.0 | Customers, Vehicles, and Invoices
New Feature - Created new MaxxSync function that allows seamless uploads and downloads of files to the MaxxTraxx Anywhere cloud server. This will greatly simplify the syncing of files from the PDF, Excel and Exports folder to and from your local shop based computer. Uploads from your local shop computer are performed from the Documents button on either the Customer, Vehicle or Repair Order forms. Downloads are performed using the "MaxxSync Downloads" menu choice. Added code when MaxxTraxx starts to create the MaxxSync folders on the local computer for cloud users. There is also a button in workstation setup to do this if needed.
7.9894.390.0 | Utilities
New Feature - NEW BALANCE DUE feature per Repair Order and Parts Invoice. Added invoice total, credit used and amount due lines to the payment section of an unpaid printed RO. The section will only show if you have credits applied to the RO.
7.9888.386.0 | Customers, Vehicles, and Invoices
New Feature - Added check when paying an invoice for invoices that have credits applied for more than the total. The user can choose to continue which will unapply the credits so they can correctly reapply them on the cash drawer, or they can cancel without making any changes and return to the invoice or the invoice list on the cash drawer depending on how they are entered the cash drawer (from the invoice, or by opening the cash drawer then selecting an invoice).
7.9888.386.0 | Accounting
New Feature - Added Loaded Labor Cost per Hour to the Labor Setups form so that the shop owner can determine what his actual labor costs are per hour/per month. This will allow more precise and profitable billing to the customer.
7.9888.386.0 | Labors/Kits/Reasons for Service
New Feature - Added new "Surcharge Refund Fees" to default account posting. The account for this is not assigned by default, and must be assigned by shops using PayMX before they can do credit card refunds. MaxxTraxx checks for this account when it starts and when a refund is done and will show a message that they need to go to default account posting and assign that GL account before they can do refunds.
7.9888.386.0 | Accounting
New Feature - Added - Credit cards with a surcharge fee now add the surcharge fee to any refunds back to the customer. A separate disbursement is added for the surcharge fee. This only applies to shops using PayMX as their credit card processor, and only when surcharge fees are used.
7.9888.386.0 | Accounting
New Feature - Added for PayMX customers, credit card charges taken through the physical terminal are now refunded through the virtual terminal so the surcharge fee refunds are handled properly.
7.9888.386.0 | Accounting
New Feature - Added - Before the refund is done, a confirmation window is now shown letting the user know the base amount and surcharge fees that will be refunded from their merchant account.
7.9888.386.0 | Accounting
New Feature - Added new "Surcharge Refund Fees" to default account posting. The account for this is not assigned by default, and must be assigned by shops using PayMX before they can do credit card refunds. MaxxTraxx checks for this account when it starts and when a refund is done and will show a message that they need to go to default account posting and assign that GL account before they can do refunds.
7.9888.386.0 | Accounting
New Feature - Credit cards with a surcharge fee now add the surcharge fee to any refunds back to the customer. A separate disbursement is added for the surcharge fee. This only applies to shops using PayMX as their credit card processor, and only when surcharge fees are used.
7.9888.386.0 | Accounting
New Feature - Changed text messaging from the schedule and RO to send the text through Service Intelligence if the user is using it, otherwise through our text messaging.
7.9888.386.0 | Customers, Vehicles, and Invoices
New Feature - Added button to the schedule to send text messages to the customer that is highlighted in the schedule.
7.9888.386.0 | Customers, Vehicles, and Invoices
New Feature - Added, after creating an appointment for a quote, editing the item from the schedule now gives you the option to edit the quote or convert it to a repair order.
7.9884.380.0 | Customers, Vehicles, and Invoices
New Feature - Added "View Event Log" choice from the options menu on the RO, part invoice, customer forms. The vehicle options menu on the customer form also has a choice to view events for an individual vehicle.
7.9884.380.0 | Customers, Vehicles, and Invoices
New Feature - Added event log to MaxxTraxx. The only events that are currently logged are changing the customer and vehicle on an RO or the customer on the part invoice. In the future, most events in the program will be logged so that the user can go back and see who changed or deleted data.
7.9884.380.0 | Utilities
New Feature - Added ability to send a PDF copy of the invoice along with a remote payment request sent by email.
7.9873.385.0 | Customers, Vehicles, and Invoices
New Feature - Added support for the Chromium browser as we replace all uses of Internet Explorer. Microsoft is abandoning Internet Explorer and going to Chromium.
7.9857.380.0 | Utilities
New Feature - Added button on the pay A/R invoice form to view the RO/PI.
7.9857.380.0 | Accounts Receivable
New Feature - Added repair order PO number to the columns shown when paying an A/R invoice.
7.9857.380.0 | Accounts Receivable
New Feature - Added ability to turn off using a default payment method using a checkbox on the payment methods setup list. This will make the cash drawer start without a payment method selected and force the user to choose one.
7.9857.380.0 | Accounting
New Feature - Added Time Zone to the company information in program setup. The time zone entered will show next to date/time of a deposit on account in the new deposit breakdown details of the printed RO and PI.
7.9857.380.0 | Accounting
New Feature - Printed RO now consolidates credit used into one line in the payment details section on the bottom of the RO.
7.9857.380.0 | Customers, Vehicles, and Invoices
New Feature - Added deposit on account breakdown list on the printed RO and PI.
7.9857.380.0 | Customers, Vehicles, and Invoices
New Feature - Added ability to select a user defined credit card payment method for non invoice cash in.
7.9854.376.0 | Accounting
New Feature - Added ability to press Ctrl+V and paste values into the locator fields on the customer search form.
7.9854.376.0 | Customers, Vehicles, and Invoices
New Feature - Added new "Change customer and vehicle on open repair orders" security setting under "Service Department and Customer Information".
7.9848.376.0 | Utilities
New Feature - Added new "Change customer on open part invoices" security setting under "Part Counter Schedule".
7.9848.376.0 | Customers, Vehicles, and Invoices
New Feature - Added feature to change the customer and vehicle on the RO and RO quote, and the customer on the part invoice and part invoice quote. You can select what to change on the options menu of the RO and part invoice ("Change Customer and Vehicle" and "Change Vehicle" on the RO, "Change Customer" on the part invoice).
7.9848.376.0 | Customers, Vehicles, and Invoices
New Feature - Added customer address and phone number to the Restock Item Report.
7.9848.376.0 | Inventory
New Feature - Created new Reserved Item Report that can be run from the Print button on the vendor invoice. This report shows items on the vendor invoice broken out by RO/PI. There is an option to print continuous, or print a new page for each RO/PI.
7.9848.376.0 | Reports
New Feature - Created new Vendor Invoice Report that can be run from the Print button on the vendor invoice.
7.9848.376.0 | Accounts Payable
New Feature - Added ability to search for repair orders by the PO number on the misc. page of the RO.
7.9848.376.0 | Customers, Vehicles, and Invoices
New Feature - Added new report for part invoice quotes. When selecting the "Quote" report the filter window allows you to choose to show the RO or Part Invoice quote report.
7.9844.376.0 | Reports
New Feature - Added Part Invoice Quotes.
7.9844.376.0 | Customers, Vehicles, and Invoices
New Feature - Changed MaxxTraxx to only show the "Export To QuickBooks" menu choice if the accounting is set to QuickBooks in Program Setup.
7.984.375.0 | Accounting
New Feature - Added timer when waiting for an credit card swipe that waits 100 seconds before enabling the cancel button to allow the user to cancel the transaction. This only effects the users ability to cancel the form in Maxxtraxx. If they cancel from the terminal MaxxTraxx will see that and close the window when the response is sent back to us. If the user cancels the Credit Card transaction waiting for the swipe window, MaxxTraxx now checks for a pending transaction to see if it was completed. Added a check for a pending credit card transaction every time the user attempts to process a credit card. If an approved transaction exists and the info is returned to MaxxTraxx, the transaction is completed and added to the payment method list on the form. If the pending transaction is returned as not found from the processor, it is marked as such in MaxxTraxx and the new credit card payment is processed normally.
7.984.375.0 | Accounting
New Feature - Added check boxes to part invoice setup to allow only printing revision disclaimer when the part invoice is first signed (RO/PI setup on the same tab as the disclaimer text). Operates the same way as the RO signature settings.
7.981.368.0 | Customers, Vehicles, and Invoices
New Feature - Added check boxes to RO setup to allow only printing disclaimer and revision signatures when the RO first signed (RO/PI setup on the same tab as the disclaimer text). For example, if this checkbox is on and the customer signs the disclaimer, the printed copy shows the disclaimer signature. When they later sign for the paid RO/PI, the disclaimer signature will not print on that copy. If this checkbox is off, both copies would show the disclaimer signature.
7.981.368.0 | Customers, Vehicles, and Invoices
New Feature - Added ability to attach documents to part invoices.
7.981.368.0 | Customers, Vehicles, and Invoices
New Feature - Added ability to sign separately for the disclaimer, revisions and invoice payment/accept signatures on an invoice. There are 3 check boxes on the copies to print window that allow you to accept the signatures if they are needed. If the signature has already been done, a date of the signature will be shown. If the signature is not needed, a message shows to tell you why (no revisions, invoice not paid, etc.).
7.981.368.0 | Customers, Vehicles, and Invoices
New Feature - Fixed bug when posting a vendor invoice with a part on it that has no cost that was only writing a disbursement to the payables side and not the one to the inventory side. It now writes both with a zero amount which shows properly in MaxxTraxx and exports properly to QuickBooks.
7.981.368.0 | Accounting
New Feature - Changed the QuickBooks export to exclude transactions for export if it does not have a disbursement attached to it. If an RO that does not have anything on it is paid, it will have no disbursements in MaxxTraxx. If those items are exported to QB they will not have an account number which causes an error in the QB import.
7.980.364.0 | Accounting
New Feature - Changed Nexpart catalog to allow ordering while parts are being looked up from the RO. MaxxTraxx is not aware of the order when the user orders this way, but this allows shops who do not use inventory to order parts from the catalog.
7.980.364.0 | Inventory
New Feature - Updated the customer browse list to use tabs for the different ways you can search for a customer, use incremental locators with optional wildcard character. Updated the year, make, model and color search tab to use fields on the form instead of popping up a separate form.
7.980.364.0 | Customers, Vehicles, and Invoices
New Feature - Changed FTP location from ftp.carfax.com to data.carfax.com per request from Carfax.
7.980.364.0 | Marketing
New Feature - Added logo to the AR deposit on account receipt, AR payment receipt and AR refund receipt. The logo is the same as used for the AR statements (ARLogo and ARFull). They can be bmp or jpg files.
7.980.364.0 | Accounting
New Feature - Logo to the Accounts Receivables Deposit on Account receipt, A/R Payment receipt and A/R Refund receipt. The logo is the same as used for the A/R statements (ARLogo and ARFull). They can be "bmp" or "jpg" files.
7.970.364.0 | Accounts Receivable
New Feature - Option to export the AR Customer Name to QuickBooks or not. Go to Setups/Accounting and Payroll/Accounts Receivable Setup to turn this feature on or off. By default, MaxxTraxx is set to export the customer name but it can be turned off if it causes errors importing to QB 2019.
7.970.364.0 | Accounts Receivable
New Feature - Option to turn off the "Please order this ASAP" message sent with NAPA orders that have parts not in stock at the NAPA store. This message is meant to tell the NAPA store to order the part ASAP for the customer, but some NAPA stores interpret this as sending the item to the customer by express. We now have an option to prevent it from being sent if needed. Put the following in the mxtrxpro.ini file: [NAPA] NoASAPMessage=1
7.969.363.0 | Inventory
New Feature - MaxxTraxx now warns the Service Writer in multiple places that no email address has been added for the current customer.
7.969.363.0 | Customers, Vehicles, and Invoices
New Feature - Get Email Reminder. Added new setting on the "RO Setup" page of the "Repair Orders and Part Invoices" setup form to ask for customer email on the RO Info screen that optionally shows when opening or closing the RO form.
7.969.363.0 | Customers, Vehicles, and Invoices
New Feature - MaxxTraxx now tries to start MS SQL Server if it's not running. Often MS SQL Server has been shut down by either a Microsoft Update or an Anti-Virus Update that has run overnight. When this happens, MaxxTraxx can't be started because the underlying Database functionality that MaxxTraxx uses has been turned off. In the past this would show an "unable to access database" error or something similar. Now, MaxxTraxx will attempt to start MS SQL Server for you without intervention by our support department and save you having to make a call to us. This might take a minute or more, so please be patient. If you are trying to start MaxxTraxx from a workstation instead of the server and this error comes up, MaxxTraxx will instruct you to go to the server and start MaxxTraxx from there. In most cases this will fix the problem caused by the Microsoft or Anti-Virus update.
7.967.360.0 | Utilities
New Feature - Using the Backup button in MaxxTraxx now calls "mtxruntasks.exe" and runs all the tasks in the background. Users can continue to use MaxxTraxx while the backup and other tasks run. Before the Backup button only ran the backup routine.
7.967.360.0 | Utilities
New Feature - Created single program "mtxruntasks.exe" to start all tasks that normally run from the MaxxTraxx scheduler (mtxruntasks.exe). (data backup, marketing export, carfax export, aces update and checking for patch updates). This program can be called from the Windows scheduler on OS damaged systems where the MaxxTraxx scheduler will not run. By default the program will start the data backup without showing progress. You can use the command line of "showprogress=1" in the "mxtrxpro.ini" file to show the backup progress window, all other tasks always run in the background without a progress window.
7.967.360.0 | Utilities
New Feature - Redesigned, upgraded and renamed Checklists to Digital Visual Inspections. This is a feature that MaxxTraxx has always had but had not been updated to present day standards. We have expanded notes on each item, colorization of passed and failed items, enabled emailing of DVI's to the customer and/or include them with the printout of the RO. There also is a new functionality that tracks failed inspection items and alerts the Service Writer on the Schedule screen after the technician submits the DVI to MaxxTraxx. The Service Writer now has the ability to print the DVI or just the Failed DVI items for the customer to see. The new DVI works on all Microsoft computers, laptops and tablets. It will also work on all MaxxTraxx Anywhere workstations or tablets. A coming feature will be the ability to add labors, parts and notes directly to the RO by the Technician and give the ability to take photos and add them to the DVI. Currently, all photos are limited to being added to the RO by the Technician with the use of the MaxxTech Android app. In the future, MaxxTech will be integrated into the DVI module.
7.966.360.0 | Customers, Vehicles, and Invoices
New Feature - Ability to email any almost every report in the system at the time of previewing them. Just run a report and when it previews on your screen press the "PDF button" at the top of the report.
7.965.359.0 | Reports
New Feature - Integration to SnapOn ShopKey labor guide. You must have a subscription to ShopKey to make this option work.
7.965.359.0 | Customers, Vehicles, and Invoices
New Feature - PDF documents are now generated with encryption which should not allow them to be edited. This is necessary to meet legal requirements of certain states to allow the use of a Paperless System. This setting can be switched on in the Company Setups. Check "Use Secure PDF for Paperless System"
7.965.359.0 | Setups
New Feature - Ability to email Digital Visual Inspections with the RO. When you email an RO that has Inspections attached to it, a window shows allowing you to check the ones you want to email. A pdf is generated for each Inspection selected and is attached to the email.
7.965.359.0 | Customers, Vehicles, and Invoices
New Feature - Changed and Improved Digital Inspection functions as shown below. *Added column to the schedule that shows a count of the failed inspections for the RO (from the checklist). * Added button to the appointment tab of the schedule to view and print a list of failed inspections. The window also contains the phone numbers for the customer so the service writer can call for approval to fix the failed items. * Added ability to mark an item "Approved For Repair" and "Repaired" on the failed inspection list. If the item is marked as repaired it changes color to green. * Added settings to the checklist setup to mark which of the options should show on the failed inspection list. * Added setup on the checklist template to set the color the item will appear if it shows on a failed inspection list (black, yellow or red). * Increased the checklist Option 3 description text on the checklist from 10 to 20 characters so it matches the characters available for Option 2.
7.964.358.0 | Utilities
New Feature - Added "Other" choice in credit card setup to allow processors other than 1st Mile and 360Payments to integrate with MaxxTraxx. MaxxTraxx now has the ability to integrate with almost any credit card payment processor. This option is for those customers who do not want to use one of our preferred vendors and want to use the payment processor of their choice. Choosing the "Other" option will not automatically do anything. The customer and the other payment processor must call MaxxTraxx support to determine if they will be compatible.
7.964.358.0 | Utilities
New Feature - Added ability to change the quantity to order on the "Parts on Order" list through a right-click menu choice. The quantity can only be lowered, you can not order more than is on the RO or PI the item came from. If a part has unassigned items on order, it is not automatically tagged to be ordered on the parts to order window. You have to manually tag it.
7.964.358.0 | Inventory
New Feature - Added a window that can be called from the right-click menu on the "Parts to Order" form to show the unassigned items on a PO, unassigned items on vendor invoices, and items of the same part on open RO's and Parts Invoices that have not been ordered yet.
7.964.358.0 | Inventory
New Feature - Added "Mitchell Heavy Duty" catalog. To use the new catalog, create a vendor and select "Mitchell Heavy Duty" as the catalog. The user name and password for the HD catalog are different than the regular Mitchell consumer vehicle catalog added earlier. NOTE: Mitchell only has labors for heavy duty, not parts. Also, Mitchell does not have a VIN decoder for commercial vehicles, they only use year, make and model (not engine). The descriptions they use do not always match ACES either. If the year/make/model in the MaxxTraxx record does not match, the user will be shown a window of Mitchell vehicles to choose from. Once they choose the vehicle and bring an item back to the RO, it is stored inside the vehicle record so they don't have to select the vehicle again.
7.964.358.0 | Catalog
New Feature - Added the ability to change the vendor in the RO parts to order list by right clicking on the part and choosing the vendor. The menu will show all vendors that the part is attached to (vendors page on the part record). Also added "Order Parts" button to the RO that shows the list of parts that need to be ordered for the RO. If there are parts to order, the number of parts to order shows beside the button text. If there are no parts to be ordered, the button is disabled.
7.964.358.0 | Inventory
New Feature - If the country in MaxxTraxx company setup is Canada, the Canada Manufacturer List price is used for parts brought back from the Mitchell catalog.
7.91.353.0 | Customers, Vehicles, and Invoices
New Feature - Added buttons to the RO to show the maintenance and Fluid specifications brought back from the Mitchell catalog. Added Maintenance report to print the maintenance information brought back from the Mitchell catalog. Added checkbox to the RO print dialog to print Maintenance reports with the printed RO. Added buttons in the Job Clock and Job Clock Tablet to view maintenance and fluid specifications attached to an RO.
7.91.353.0 | Customers, Vehicles, and Invoices
New Feature - Added the Mitchell1 Online Catalog including labor, parts, maintenance and fluid specifications. To use the new catalog, turn on Mitchell in the Electronic Order area then setup a new vendor for Mitchell
7.91.353.0 | Customers, Vehicles, and Invoices
New Feature - Added DST TurboParts catalog online integration.
7.91.353.0 | Inventory
New Feature - Changed the parts to order window so it shows a vendor list on the side so you can filter the list to see parts for a specific vendor. If any parts are from PartsTech, the vendor will have "(PartsTech)" next to it since only parts put on from the cart in the PartsTech catalog can be ordered through PartsTech.
7.8.349.0 | Customers, Vehicles, and Invoices
New Feature - Parts put on an RO from an Online Catalog now show in green text so you can tell which parts are from a catalog and which ones were added from the inventory list.
7.8.349.0 | Customers, Vehicles, and Invoices
New Feature - Added PartsTech vendor number and name to the catalogs page of the vendor record. When parts for a given vendor are brought in for the first time from PartsTech, MaxxTraxx will ask the user to select the vendor record that matches the one from PartsTech, and fill the fields in the vendor record. Once the match has been made it does not ask again. If the user chooses a wrong vendor, they can use the "Clear" button beside the PartsTech fields on the vendor to reset the information and MaxxTraxx will ask them to select the vendor again the next time they bring parts back from PartsTech for that vendor.
7.8.349.0 | Accounts Payable
New Feature - Added the PartsTech catalog, which has multiple vendors within the same catalog interface allowing the user to compare part prices across catalogs and bring parts back to MaxxTraxx from multiple vendors. MaxxTraxx will separate the parts and assign them to the appropriate vendor when they are brought back from the catalog.
7.8.349.0 | Inventory
New Feature - Added vacation and sick pay earned/used to the beginning payroll balances setup form.
7.8.349.0 | Payroll
New Feature - Added setting to make signature optional for PIN debit transactions when calling First Mile.
7.8.349.0 | Customers, Vehicles, and Invoices
New Feature - Added new EIN number field to the payroll setup form. The EIN also prints on the paycheck stub.
7.8.349.0 | Payroll
New Feature - Added new setup to the RO Setup for Recommendations tab that allows you to turn of asking if a recommendation is due to a declined service.
7.8.349.0 | Customers, Vehicles, and Invoices
New Feature - Added ability to refund a customer's credit card through 360 Payments and eConduit without having the card present. A/R refunds that know the original credit card information (voided RO's) will use the card information from the original transaction. Stand alone refunds (RO's with a negative amount, or A/R refunds where the RO was not originally paid with credit card) will present the user with a list of previous credit card charges for the customer and let them choose to refund to the card used on one of those payments. The list shows the invoice number, date paid, credit card name (visa, etc), last 4 digits of the credit card and expiration date so they can make their choice. Optionally, the user can also choose to swipe or enter the card number manually if they are not refunding to a card used on a previous transaction. If there are no previous credit card charges to choose from, it takes them directly to asking for the card to be swiped or manually typed in.
7.5.342.0 | Customers, Vehicles, and Invoices
New Feature - Added stand alone signature capture for estimates, paid ROs and paid Parts Invoices. When you choose to save and print, there is an option to request a signature that appears on the window where you choose to print or email the invoice. You can choose to request a signature and optionally email the RO without sending it to a printer if the shop is running paperless. The signature prints for the RO acceptance, disclaimer and revisions. Signatures on estimates will reprint with the RO until it's paid and a new signature is obtained. For paid RO's and Parts Invoices, the signature option is only available if you have not previously obtained a signature when doing a credit card payment. Works with Payments 360 and First Mile. Will work with eConduit for any payment processor.
7.5.342.0 | Customers, Vehicles, and Invoices
New Feature - Ability for MaxxTraxx to use spell check dictionaries for countries other than the United States. Place the *.clx and *.tlx files for the Wintertree spellcheck engine into the local workstations "C:\MaxxTraxx Spell" folder and the new language will be available to choose as the one to use on in the spell check setup area (Workstation Setup -> Spell Check -> Options button).
7.4.342.0 | Utilities
New Feature - Multi Store Vehicle History Report to search for a vehicle license across all stores. The report is similar to the vehicle history report but also shows the store that the invoice is from. There are filters to select all stores or one given store, the last "n" months, and a keyword filter that will search for invoices where the keyword exists in the reason for service, labor description, part description or part number. There is a "Multi Store Vehicle History Report" menu choice on the schedule, RO and right click menu on the vehicle list that will open the filter window with the vehicle's license populated.
7.4.342.0 | Customers, Vehicles, and Invoices
New Feature - Ability to email a customer's AR statement from the options menu on the customer form and the right click menu on the customer list.
7.4.342.0 | Customers, Vehicles, and Invoices
New Feature - Warning to the update kits utility window notifying the user that the utility will update all parts, labors and sublets on the kits.
7.4.342.0 | Labors/Kits/Reasons for Service
New Feature - Feature to update kits when changing the labor code, short description, printed description or flat rate hours on a labor record. If you change one of those and save the labor, MaxxTraxx will ask if you would like to update that information on kits and allow you to check or un-check the information to update.
7.4.342.0 | Customers, Vehicles, and Invoices
New Feature - Ability to view and print the items in a previous reconciliations from the View Bank Reconciliations list.
7.4.342.0 | Banking
New Feature - Ability to view a list of reconciliations added after this update and void them in MaxxTraxx (Banking -> View Bank Reconciliations). The last reconciliation in the list can be voided, so if you need to void one before it you will have to void all previous reconciliations first.
7.4.342.0 | Banking
New Feature - Integration to 360 Payments/eConduit credit card processing that allows any merchant account provider that uses eConduit to be used with MaxxTraxx. Credit card setup now has the choice of none, Merchant Partners, 360 Payments and Other Processor.. Choosing 360 Payments or Other Processor will present a list where you can add eConduit approved terminals for the shop. Adding a terminal will ask for shop contact information and terminal number, then call eConduit to pair the terminal with the information given. These terminals are then available in workstation setup so you can set a given workstation to work with any of the available terminals. This feature will allow shops to integrate with our preferred processors, Merchant Partners and 360 Payments. If the shop wants another processor to integrate with MaxxTraxx, the Credit Card processor company must call MaxxTraxx Support first.
7.4.342.0 | Customers, Vehicles, and Invoices
New Feature - Total invoice level and line item discounts display to the first tab of the RO.
7.3.337.0 | Customers, Vehicles, and Invoices
New Feature - Feature to allow a minimum Repair Order and Part Invoice Supply/Misc Charge.
7.3.337.0 | Setups
New Feature - Ability to set ATD for USA or Canada in the Electronic Ordering setup.
7.3.337.0 | Setups
New Feature - Checkbox on the country form to turn of entering and requiring State/Province when entering addresses for people who live in countries that don't have States or Provinces.
7.3.337.0 | Customers, Vehicles, and Invoices
New Feature - Added ATD Canada integration
7.3.337.0 | Accounts Payable
New Feature - Running balance column to the Account Register report.
7.1.326.10 | Reports
New Feature - Window to show that a full update is available. Workstations instruct users to go to the server and install the update. The window that shows on the server has a button to "Install Update Now". The window shows when MaxxTraxx starts and every 24 hours afterward until they update.
7.1.326.9 | Updates
New Feature - Ability to paste text into the part list search. Place focus on the part list and press Ctrl+V to paste the text to the search filed and trigger the incremental search. The copy/paste works with all of the part list search options (part number, description, size, etc.). This was a highly requested feature from our Voting Board.
7.1.326.9 | Inventory
New Feature - Added window that shows when the patch is run from the MaxxTraxx help menu and the files can not be accessed. A window pops up that tells the user to exit all workstations and try again from the server.
7.1.326.4 | Updates
New Feature - Added button to the Stock tab of the Part form that allows you to merge other parts into the part you are editing.
7.0.0.0 | Inventory
New Feature - Added button to the Stock tab of the Part form that allows you to merge other parts into the part you are editing.
7.0.0.0 | Inventory
New Feature - Added button to the Stock tab of the Part form that allows you to merge other parts into the part you are editing.
7.0.0.0 | Inventory
New Feature - Zero dollar invoices now show in red on the Customer Source and Return Visit report and a legend on the bottom of the page shows telling the user why the zero amounts are in red.
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - MaxxTraxx now checks to see if the part is on an open RO or part invoice and does not allow you to delete it if it is
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - Added Service Intelligence integration by eAutoclub.
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - Added quotes back to the history list on the bottom of the schedule form and it now allows you to convert the quote to an RO from that list also.
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - Put message on customer form that shows when the form has limited editing allowed on it, like when it is called from the RO or the schedule instead of calling it from the customer browse list.
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - Added fields to the JobSolds records to track who added the reason for service to the RO, and who made it into a recommendation or sub estimate.
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - Added ability to change the service writer assigned to a labor on the invoice labor and menu labor forms.
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - Technician column on the repair order changes to purple when the technician is clocked into the RO and green when the labor is marked as complete.
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - Added refresh button to the repair order to refresh the tree view, labor and part lists (the F5 key refreshes also). Button is on the top right side of the form just above the tree view. This only refreshes the lists, not the InvoiceHeader record so that unsaved changes to the form won't be overwritten.
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - Added CFNA, GE Money, Goodyear, Voyager and Wright Express payment methods.
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - Integrated signature capture for credit card processing through Merchant Partners.
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - Added new form that shows when making RO item into a recommendation or sub estimate that allows you to see the details and edit the description.
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - Created new form to ask for recommendation due date that shows after you select Ok on the form to edit the description, or after you select a new job to make into a recommendation.
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - When a free form note without a job category is made into a recommendation or sub estimate, the program asks for the category.
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - Added ability to change the service writer assigned to the reason for service.
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - Added new report to print recommended services using the "Print" button on the list of recommended services for the vehicle.
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - Added company logo / company address to the top of the sub estimate and recommended services reports. Same logo and rules as the one that prints on the RO.
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - Added ability to change the due date on the edit recommendation form.
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - Added feature to kits that allows you to optionally add a reason for service, vehicle problem or free form note with the kit.
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - RO now allows you to add a kit using the "Kits" button if there are no reasons for service on the RO.
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - Added options to the RO Setup page of the Repair Order and Part Invoices Setup form to turn on/off printing job totals and part/labor totals on the RO.
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - Added ability to set the number of characters uses when searching for kits using the engine.
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - Added setup options for default kit type, use model, use sub model and use engine fields when the kit form is opened from an RO.
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - Added "Find" button to the bottom of the vehicle list on the customer form and appointment wizard that allows you to filter the vehicles for the customer by license, unit # or year/make/model.
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - Added option to the filter window of the Recommended Services Due report to export the data to Excel either as one row per recommendation (same as before) or one row per vehicle with the recommendations in the ending columns (max of 10 recommendations).
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - Added recommended service due date to the list of recommendations that show on the appointment wizard.
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - Added recommended service due date to the printed RO.
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - Added option to RO Setup -> Recommended tab that allows you to only show recommended services that are due on or before a given number of days from today.
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - Added recommended due date to the printed list of recommendations.
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - Added option to RO Setup -> Recommended tab to choose the sort order for recommended services on lists, reports and the printed repair order.
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - Added Document handling for Customers, Vehicles or Repair Orders. You can now attach photos, scans or almost any documents to MaxxTraxx.
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - Created Android Tablet application that will attach photos that you take with your Android phone or tablet directly to Repair Orders in MaxxTraxx. You can also update vehicle mileage from the app.. This needs to be connected to the same network that MaxxTraxx is connected to.
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - Added Form to select vehicle will now choose the closest match to the existing vehicle in the year, make, model, sub model and engines table if you reselect a vehicle.
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - Added "Shipping" tab to the part invoice and added new shipping address fields to it. Also moved shipping information fields to it.
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - Added "Shipping" tab to the customer record and added new shipping address fields to it. Info in these fields is put on new part invoices created for the customer.
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - Added "Ship To" address to the printed part invoice that prints to the right of the existing billing address.
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - Added "Bill To" and "Ship To" prompts above the billing and shipping addresses on the printed part invoice that show when there is a shipping address.
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - Added shipping method that shows below the ship to address on the printed part invoice if there is a shipping method.
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - Added new setup switch to the RO setup page to prompt for service writer when the RO form is opened, closed, etc.
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - Added new setup switch to the Part Invoice setup page to prompt for service writer when the PI?form is opened, closed, etc. NOTE: The part invoice is using the settings on the RO setup page for "Ask For Repair Order Information" to determine when to ask for the source and service writer. It's always been this way but it seems confusing and we probably should clean that up.
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - Changing the service writer on the appointment form when you are set to pay service writers by RO now updates the service writer on the RO and all reasons, labors and parts on it.
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - Added VIN display on the vehicle form that shows the last 8 characters in bold red.
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - Increased technician notes on form to clock out of a repair order in job clock from 300 to 1000 characters. This will allow the technician to better explain what was done on the vehicle.
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - Added part location to the tech worksheet printed from the RO and the worksheet printed from the job clock and job clock tablet programs.
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - Added new setting to the R/O Setup page of the Repair Orders and Part Invoices setup form to turn off printing "Estimate Only, Do Not Pay" on printed RO's.
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - Added significant VIN digits field to the vehicle record. Defaults to the value in setup, but can be changed for each vehicle.
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - Added checkbox to the Program Setup form to use password when logging into Job Clock.
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - Added "Credit Card Terms" section to the printed RO and PI that will print if the credit card returns terms from the First Mile credit card processing.
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - Added option to email purchase orders.
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - Added ability to email an RO or PI when using pay and print, or save and print.
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - Added feature to prevent entering a duplicate VIN number. MaxxTraxx checks the VIN number when saving the vehicle record on the vehicle form and prevents saving the record if the VIN is already in use on another vehicle.
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - Added feature to mark a recommendation as declined and select a reason why. There is a new "Customer Declined" checkbox on the form when converting a request for service into a recommendation. Checking that will bring up a list of reasons to choose from.
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - Added popup window to ask if the service was declined when making a reason for service into a recommendation.
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - Added declined fields to the save recommendations table for RO history.
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - Added separate setup to print labor service hours on part invoices. "Print Labor Service Hours On Part Invoices"?check box on the RO Setup form, Part Invoices tab in the Part Invoice Preferences section. Initially this will default to whatever the RO setup is set to during the update, but can be changed separately as needed.
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - Added ability to attach a picture to a part, customer and vehicle record. There is a picture button on the form that allows you to select a picture from the pending documents folder, and it will copy that into the \Pictures\Parts, \Pictures\Customers, or \Pictures\Vehicles folder. If the picture already exists in that folder you are warned but can select to overwrite it. You can also type in a name for the file instead of selecting it if it already exists in the folder, or if you want to note an image file attached to the record but do not want to have that image in the MaxxTraxx folder (for customers who want to export the parts list for their website and have it link to an image on their web server).
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - Added setting to the Misc. Defaults page of RO setup to allow duplicate VIN and license numbers. With this setting on, MaxxTraxx will warn you that the VIN and/or license is a duplicate and give you the option to continue and add it anyway.
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - Added optional VIN to the search criteria when looking up duplicate deleted vehicles and allowing you to use and reactivate the deleted, or merge with it.
7.0.0.0 | Customers, Vehicles, and Invoices
New Feature - Added options to the Tire Quote setup to optionally append size and manufacturer to the part description when a tire is added to the RO from the part list or the tire quote form (inventory and catalog parts).?
7.0.0.0 | Tire Quote
New Feature - Added list on tire setup to add additional labor, parts and sublets available when adding a tire quote.
7.0.0.0 | Tire Quote
New Feature - Added default tire quantity to the tire quote setup form.
7.0.0.0 | Tire Quote
New Feature - Added new tire quote setup for front and rear tire lead in text.
7.0.0.0 | Tire Quote
New Feature - Added ability to right click on a tire on the tire quote form that is an inventory part and view the master part record.
7.0.0.0 | Tire Quote
New Feature - Added quantity field to the tire quote so you can quote tires from the list of tires from inventor or returned from ATD.
7.0.0.0 | Tire Quote
New Feature - Added checkbox to Sublets form that allows you to set the sublet as one that does not get restocked. If you check the box you can enter a default average cost for the sublet. This allows the sublet to work for items such as tire disposal fee when used as an item in tire setup.
7.0.0.0 | Tire Quote
New Feature - Added new interface for the Tire Quote that now allows you to choose tires in the list instead of having to add them to a separate quote list.
7.0.0.0 | Tire Quote
New Feature - Tire quote now allows you to pick more than one tire to add to the invoice. All tires selected in the list are added to the RO.
7.0.0.0 | Tire Quote
New Feature - Tire quote now allows you to search for front and rear tire sets and add them to the RO at the same time.
7.0.0.0 | Tire Quote
New Feature - Added ability to right click on the tire quote list and view/edit tire add on charges and apply tire items. Changes made on this window will affect all tires in the list and when you return to the tire quote form the tires are recalculated and the new amount shown.
7.0.0.0 | Tire Quote
New Feature - Added field to the part form to set the type of tire (All Season, Winter, Summer and Unknown).
7.0.0.0 | Tire Quote
New Feature - Added search filter to the tire quote to search for type of tire when searching inventory tires (All Season, Winter, Summer and Unknown). Only works for inventory tires, not tires from the ATD catalog.
7.0.0.0 | Tire Quote
New Feature - Added new printed tire quote that can be printed from the tire quote form. The quote will print any tires or sets of tires selected in the tire quote list.
7.0.0.0 | Tire Quote
New Feature - Added column for add-ons and sales tax to the tire quote list.
7.0.0.0 | Tire Quote
New Feature - Added Clearance checkbox to the part form to mark as a clearance item.?
7.0.0.0 | Tire Quote
New Feature - Added filter to show only clearance tires on the tire quote form.
7.0.0.0 | Tire Quote
New Feature - Added discount percentage spin field on the tire quote window to discount the tire price.
7.0.0.0 | Tire Quote
New Feature - Added page to the RO Setup form for tire pressure regulation settings.
7.0.0.0 | Tire Quote
New Feature - Added tire pressure regulation page to the repair order so you can select if the service was done or not, and enter tire pressure readings.
7.0.0.0 | Tire Quote
New Feature - Added tire pressure regulation band to the printed RO.
7.0.0.0 | Tire Quote
New Feature - Added warning message on the part form when changing the part type to a tire that the user charges will be reset to the default tire charges in tire quote setup.
7.0.0.0 | Tire Quote
New Feature - Added tax rate drop down to the Tire Quote form so you can change the tax rate when adding tires to a quote. Only allows changing tax rate when the tire quote form is called from a quote, not a repair order.
7.0.0.0 | Tire Quote
New Feature - Added checkbox on the Tire Quote form so you can choose to match front and rear tires into sets, or view them in the list separately. Front tires show in alternating green background, rear tires show in alternating blue background.
7.0.0.0 | Tire Quote
New Feature - Added check box in Tire Quote setup to append the manufacturer to the tire description when adding it to the RO, PI or quote.
7.0.0.0 | Tire Quote
New Feature - Added tech who checked the tire pressure and tread depth to the printed RO.
7.0.0.0 | Tire Quote
New Feature - Added clearance and preferred columns to the part browse list. Clearance shows a red dot and preferred shows a green dot like the tire quote form.
7.0.0.0 | Tire Quote
New Feature - Added button to the Stock tab of the Part form that allows you to merge other parts into the part you are editing.
7.0.0.0 | Inventory
New Feature - Added size, best quantity, minimum quantity and tire mfg. part number to the physical inventory page form and to the physical inventory page report.
7.0.0.0 | Inventory
New Feature - Added "Size / Tire Size" sort to the creation of physical inventory pages.
7.0.0.0 | Inventory
New Feature - Added ability to include or exclude parts, fluids, and tires to the creation of physical inventory pages.
7.0.0.0 | Inventory
New Feature - Added filter by manufacturer, line and class to the creation of physical inventory pages.
7.0.0.0 | Inventory
New Feature - Added option on the purchase order list to show only purchase orders with backordered items on them.
7.0.0.0 | Inventory
New Feature - Added new columns to the list of parts to order shown on the PO and vendor invoice and rearranged the quantity columns as best quantity, min quantity, stock, reserved, available, on order and needed.
7.0.0.0 | Inventory
New Feature - Added checkbox to the list of parts to order that allow you to include reserved items as available, and compare that total against the minimum quantity to calculate the quantity needed, and if the item should be shown in the list. The checkbox will retain its on/off state after the form is closed and reopened.
7.0.0.0 | Inventory
New Feature - Added new setup switch to the Restock setup page to require a "Created By" when the purchase order form is closed.
7.0.0.0 | Inventory
New Feature - Changed program to set ReorderQuantity on non-stock parts where the stock on hand less the quantity on order is less than zero.
7.0.0.0 | Inventory
New Feature - Added option to the "Auto-Fill from Low Stock Parts" list to show all, stock and non-stock parts.
7.0.0.0 | Inventory
New Feature - Added option to the Parts Reorder (Parts needed per Vendor),?Parts Reorder (All Parts) and?Parts Reorder (Parts needed regardless of Vendor) reports to show all, stock and non-stock parts.
7.0.0.0 | Inventory
New Feature - Added option on part list to filter by all, stock or non-stock parts.
7.0.0.0 | Inventory
New Feature - Added ability to update the matrix a part uses from Update Inventory Pricing, and to use the matrix as criteria to select which parts get updated.
7.0.0.0 | Inventory
New Feature - Added ability to filter by Part Type on the Update Inventory Pricing form.
7.0.0.0 | Inventory
New Feature - Added Update Parts Utility choice to the Utilities menu that allows updating part buyout status, part type, and mass deleting parts.
7.0.0.0 | Inventory
New Feature - Added Available and Reserved columns and totals to the Inventory Valuation report.
7.0.0.0 | Inventory
New Feature - Added "Valuation" group to the price page of the part form and now shows Available, Reserved and Total valuation amounts. Available valuation is the available quantity multiplied by the part average cost. The reserved valuation is the average cost amount of the part sold records on open RO's for quantities that are not short sold.
7.0.0.0 | Inventory
New Feature - Added new "Misc" field to the part record. This is an extra field for users to put any information in the want to associate with the part.
7.0.0.0 | Inventory
New Feature - Added option on the RO buyout form to set the type of part added to the part database when a buyout is added to inventory.
7.0.0.0 | Inventory
New Feature - Added new setup to the Inventory page of RO Setups that allow you to set the default type of part put in the part database when a buyout is added to inventory. Also has a mangers override option.
7.0.0.0 | Inventory
New Feature - Added "Allow As-Is Part Prices When Matrix Is Applied' to the Inventory page of RO setup that will allow you to override matrix pricing for prices A-F when the matrix is re-applied to the part record or part sold record.
7.0.0.0 | Inventory
New Feature - Added "As Is" checkboxes to the part form next to each price level that show if the setup switch is on to allow override of matrix calculations for each price level. Checking the box will make that price level manual and not recalculate whenever the matrix is applied to the part record. When the part is put on an RO at the price level that is "as is", it goes on at the fixed rate.
7.0.0.0 | Inventory
New Feature - Added ability to reprint the AR Payment receipt from the AR transactions list right click menu.
7.0.0.0 | Accounts Receivable
New Feature - Added a new section on the AR receipt to print the customer's remaining account balance totals. Total charges, credits and amount owed or credit available is shown.
7.0.0.0 | Accounts Receivable
New Feature - When the customer is also an employee and you change the customer name, the program now shows a warning that it will effect payroll checks and reports also, and confirms you want to make the change.
7.0.0.0 | Payroll
New Feature - Added new item to the Company Payroll setup form to choose if service writers are paid commission on the entire RO, or by individual labors.
7.0.0.0 | Payroll
New Feature - Updated payroll to use RO or labor for the service writer commission.
7.0.0.0 | Payroll
New Feature - Added new checkbox to the payroll setup form to turn on/off paying service writers for part invoices. This only effects payroll, reports still show the part invoices that the service writer did.
7.0.0.0 | Payroll
New Feature - Added feature to allow MaxxTraxx to tack the vacation and sick pay earned, used and available.
7.0.0.0 | Payroll
New Feature - Added hours earned this year and carry over for vacation and sick pay to the benefits tab of the employee record.
7.0.0.0 | Payroll
New Feature - Payroll now limits sick and vacation pay earned to the maximum amount of hours earnable per year less the amount already earned up to this check.
7.0.0.0 | Payroll
New Feature - Sick and vacation pay detail form when entering payroll disables the amount earned field if they employee has reached their maximum or there are no maximum hours set in the employee record.
7.0.0.0 | Payroll
New Feature - Put amounts for maximum sick and vacation hours earnable and maximum earnable this check on the pay detail form when entering payroll.
7.0.0.0 | Payroll
New Feature - Changed W2 statements to use pre-printed W2 forms.
7.0.0.0 | Payroll
New Feature - Added feature to print a pre-printed W3 form. (menu choice on the Payroll menu).
7.0.0.0 | Payroll
New Feature - Added sick pay and vacation pay carry over fields to the payroll record so we will have historical data on where the YTD total came from and have it available for reports if needed.
7.0.0.0 | Payroll
New Feature - Added option on the Customer Source report to print the summary grouped by month for each month within the date range.
7.0.0.0 | Reports
New Feature - Added New Customer Source and Return Visit report (under the Marketing menu).
7.0.0.0 | Reports
New Feature - Added average invoice to the customer line item and source group totals for the New Customer Source and Return Visits report.
7.0.0.0 | Reports
New Feature - Added column totals for invoice count and average invoice amount to the New Customer Source and Return Visit report.
7.0.0.0 | Reports
New Feature - Added ability to add custom reports created in Microsoft Report Builder 3.0 to the MaxxTraxx reports list ("Reports -> Manage Custom Reports" menu choice). When the reports are run they open MS Report Builder and switch to preview mode. MS report files (*.rdl) should be put in a sub folder called "\Reports" under the main MaxxTraxx folder. They can then be selected to import into MaxxTraxx using the Manage Custom Reports choice on the Reports menu.
7.0.0.0 | Reports
New Feature - Added ability to save any previewed report as a PDF document. A button shows on the preview window toolbar to save as a PDF file.
7.0.0.0 | Reports
New Feature - Added ability to export selected reports to Excel (CSV file). If the report supports exporting to Excel, a toolbar button will show in the preview window to do so.
7.0.0.0 | Reports
New Feature - Updated report preview template to allow for extended report printing and export features.
7.0.0.0 | Reports
New Feature - Changed existing marketing export to save into the "\Excel" sub folder along with all other Excel exports.
7.0.0.0 | Reports
New Feature - Added Adress1, Address2, City, State, Zip and default phone 1 to the Excel export on the Customer Sales and Customer Source reports.
7.0.0.0 | Reports
New Feature - Added new report to print recommended services using the "Print" button on the list of recommended services for the vehicle.
7.0.0.0 | Reports
New Feature - Added ability to filter the following reports by department. - Paid Repair Order Profit.- Paid Parts Invoice Profit - Paid Repair Orders and Part Invoices With Averages - Service Writer Productivity - Daily Summary
7.0.0.0 | Reports
New Feature - Added totals to the RO and PI profit report.
7.0.0.0 | Reports
New Feature - Added sublet profit to the RO and PI profit report and rearranged the columns to make the report easier to understand.
7.0.0.0 | Reports
New Feature - Added sales tax to the "Other" column of the RO and PI profit report.
7.0.0.0 | Reports
New Feature - Added new "Recommended Services Report" to the Employee report section that prints a list of recommended services grouped by the service writer who recommended them with totals for recommended, due, used and dollar amounts. Options to print summary or detail, and all or a single employee.
7.0.0.0 | Reports
New Feature - Created new Recommended Services Due report under the Customer reports tab. Includes Excel export.
7.0.0.0 | Reports
New Feature - Added graph to the Service Writer Productivity With Profit report.
7.0.0.0 | Reports
New Feature - Added the following fields to the Excel export of the Customers -> Vehicles report: Sub Model, Fleet Unit #, Engine, Engine Type, Liter, CC, CID, Fuel, Fuel Delivery, Aspiration, Engine VIN, Vehicle State, Starting Mileage Date, Starting Mileage, Average Mileage, Transmission, Color, Air Conditioning, Manufacture Date, Radio Code, Miscellaneous
7.0.0.0 | Reports
New Feature - Added column to the Company Reports form that allows you to check or uncheck reports that will show on the Daily Sales reports. Reports with a checkmark next to them appear in the daily sales reports. Clicking on the column adds or removes the checkmark. NOTE: Custom reports can be added to the daily sales report list also, but we have no way to send them directly to the printer so they will always preview in MS Report Builder where the user can press the print button if they want it sent to the printer. If you select a custom report to include on the daily sales reports list, MaxxTraxx will show a window telling you how the report will show when you print it from the daily sales report batch.
7.0.0.0 | Reports
New Feature - Added filter to the Parts Purchased (By Vendor), General Inventory Summary and Inventory Sales History reports for stock / non-stock parts.
7.0.0.0 | Reports
New Feature - Added size field to the Parts Purchased (By Vendor) and General Inventory Summary reports.
7.0.0.0 | Reports
New Feature - Added manufacturer filter to the General Inventory Summary report.
7.0.0.0 | Reports
New Feature - Added Sort Order to the General Inventory Summary report to allow it to be sorted by part number, description, location and size.
7.0.0.0 | Reports
New Feature - Added Sort Order to the Inventory Sales History report to allow it to be sorted by part number, description, location, size and quantity sold. NOTE: sorting by quantity sold is only available for summary reports because the detail report group totals by part number and the total quantity sold is not available until the group is printed.
7.0.0.0 | Reports
New Feature - Added manufacturer filter to the Inventory Sales History report.
7.0.0.0 | Reports
New Feature - Added vehicle to the Inventory Sales History detail report.
7.0.0.0 | Reports
New Feature - Added vendor and manufacturer filter to the Parts Purchased (by Part) report.
7.0.0.0 | Reports
New Feature - Added size column to the Parts Purchased (by Part) summary and detail reports.
7.0.0.0 | Reports
New Feature - Added sort order to the Parts Purchased (by Part) summary and detail reports to allow them to be sorted by part number, description and size.
7.0.0.0 | Reports
New Feature - Added vendor filter to the Parts Reorder (Parts needed per Vendor) and Parts Reorder (All Parts) reports.
7.0.0.0 | Reports
New Feature - Added part type filter to the Parts Reorder (Parts needed per Vendor), Parts Reorder (All Parts) and Parts Reorder (Parts needed regardless of Vendor) reports.
7.0.0.0 | Reports
New Feature - Added size and manufacturer columns to the Parts Reorder (Parts needed per Vendor) report. Changed report to landscape to accommodate the new fields.
7.0.0.0 | Reports
New Feature - Added sort for size and manufacturer to the Parts Reorder (Parts needed per Vendor) report.
7.0.0.0 | Reports
New Feature - Added manufacturer filter to the Parts Reorder (Parts needed per Vendor) report.
7.0.0.0 | Reports
New Feature - Added size and manufacturer columns to the Parts Reorder (All Parts) report. Changed report to landscape to accommodate the new fields.
7.0.0.0 | Reports
New Feature - Added sort for size, vendor and manufacturer to the Parts Reorder (All Parts) report.
7.0.0.0 | Reports
New Feature - Added total for the Quantities column on the Parts Purchased (By Part) and Parts Purchased (By Vendor) reports.
7.0.0.0 | Reports
New Feature - Added graph to show breakdown of labor, parts, sublets and core profit on the profit form.
7.0.0.0 | Reports
New Feature - Added size to the General Inventory List report.
7.0.0.0 | Reports