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  • Workshop Software Help Guides
  • General Information
  • Change Log and Feature Request

Change Log and Feature Request

5 November 9, 2023

To see the change log or Feature Request, visit this link: https://updates.workshopsoftware.com/

  • Accounting Integrations
    • How does the Xero integration work?
    • How to integrate Xero
    • What does the MYOB error of  "Maximum Allowed Character for Name" mean?
    • Xero integration - Event Log deciphered
    • MYOB Integration - Event Log deciphered
    • How to perform a manual sync
    • How does the MYOB integration work?
    • How does the QuickBooks integration work?
    • Error - cannot duplicate invoice numbers for supplier while using Xero integration
    • Forcing a manual sync
    • How does the Canadian and USA QuickBooks integration work?
    • How to integrate Workshop Software and Xero
    • How to re-authorise Xero
    • Xero Sync Error Message - Payment amount exceeds the amount outstanding on this document
    • Why is my invoice not syncing to Xero?
    • IncomeAccountFreight Linked Account is required if charging freight
    • Integrate Intuit QuickBooks with Workshop Software
    • MYOB Sync Error "Insufficient Item Quantity
    • Repco / Ashdown / Issue
    • MYOB Error - Access Denied
    • MYOB Insufficient Item Quantity error message
    • QuickBooks Online - You and System Administration were working on this at the same time
    • Create templates for invoice notes
    • MYOB - Adding a new product using the Supplier invoice
    • Error - cannot duplicate invoice numbers for supplier
    • MYOB Error - field not found
    • Why are my invoices not syncing to MYOB?
    • MYOB Error - Maximum allowed characters for CompanyName is 50
    • MYOB Error - UnitPrice must be a positive number
    • Xero Sync Error Message - Invalid status for modification
    • Why are my customer in MYOB not syncing to Workshop Software
    • MYOB - Moving Company File online
    • Xero Lock Date
    • Applying surcharge ot Travel cost to a customer invoice
    • Xero Error: Unarchive A Customer In Xero
    • MYOB Inventory Settings
  • Actions
    • How to import data
    • Document Reminders
    • Preparing Data For Importing
    • Export Data
    • Bulk SMS/Email Customers
    • Product Types - Import
  • Automotive Integrations
    • Getting setup with vvGarage
    • How does the integration with Burson EzyParts work
    • Integrate with Repco NavigatorPro
    • Repco automatic invoice feature
    • How to set up Australian vehicle registration look up feature
    • How do I integrate Workshop Software with Repco NavigatorPro?
    • Integrate Carfax
    • How to integrate with Burson EzyParts
    • Registration Lookup for Australian vehicles
    • Order parts through PartsTech
    • Integrate your vvGarage account with Workshop Software
    • Bring over logbook services from Burson to Workshop Software
    • Integrate with Tiremetrix/Tire Registration Plus
    • DVLA Vehicle Lookup
    • Integrate with Relay Assist
    • How to integrate PartsTech
    • Send bookings via the vvGarage Workshop App (Client Friendly)
    • vvGarage - How to set up your appointment types
    • Order parts through Covs/PROlink
    • How to use PartsTech
    • Integrate with Covs/PROlink
    • How to integrate HSY
    • How to register tires with DOT/TIN
    • How to integrate with TireConnect
    • Let your customers know about the vvGarage App
    • Register DOT/TIN on a processed invoice
    • Neto Integration Guide
    • Resend your customer's vvGarage login details
    • Integrate with Burson EzyParts 2.0
    • How to use Registration Look up (NZ users)
    • Activate Registration Lookup (NZ users only)
  • Booking Diary
    • Customer Online Bookings on FaceBook Page
    • How to create appointment types for the public booking portal
    • Customer online bookings features and setting it up
    • How to make bookings on a mobile device
    • Booking Diary Setup
    • How customers can book an appointment online and it will link to Workshop Software
    • Assign a mechanic to a booking
    • How to create a booking in Workshop Software
    • Online bookings
    • Add Vehicle Details to a Booking and Job Card/Invoice
    • Booking Diary Setup - What do I need to do before using the diary?
    • Edit a booking in Workshop Software
    • Start a job in Workshop Software
    • Delete a booking
    • Features of Workshop Software's Online Booking Diary
    • Locate a booking if you have forgotten the booking date
    • How to quickly create a booking in Workshop Software
    • Public Booking Diary - Setting up Appointment Types
    • Make a booking without having to log into Workshop Software
    • Create Booking For A Job Across Multiple Days
  • Business Intelligence
    • Business Intelligence overview
    • Turn on Business Intelligence (BI)
  • Customer Portal
    • How to invite customers to set up login details to the Customer Portal
    • How to activate the Customer Portal
    • Features of the Customer Portal
  • Customers
    • How to provide a booking link for service reminders
    • Make a customer GST/Tax free
    • Customer payment
    • How to record a customer credit
    • How to credit an invoice
    • Send an SMS to a customer
    • How to send an SMS to a customer
    • Allocate a part payment against a customer or supplier invoice
    • Print/email a customer statement
    • How to make a Customer a Biller
    • Delete a customer
    • Create a customer and add a vehicle to their profile
    • Fix Duplicate Customers Without Loosing Attached Data
    • Set customer discounts, mark-ups & pricing
    • Edit a customer's details
    • Create a limit on an Account customer
    • Document Reminders
    • Change your customer from a cash account to an account customer
    • How to search for a customer
    • How to manage your customers who pay you via Capricorn
    • Allocate a part payment against a customer or supplier invoice
    • Set up my customer's preferred method of contact
    • Send out a google review to your customers via SMS
  • Dashboard
    • Give/limit user access to the Sales Dashboard
    • Give/limit my workshop user access to the Sales Dashboard
    • How to remove Sales Numbers from Dashboard
    • How to start all jobs for a specific day
  • Dealership Units
    • How to acquire units
    • How to sell a unit
    • How to do internal work on a unit
    • Setting up your franchise/group in Dealership Software
    • Add images/description to a sale unit
    • Create an Order for a Unit
  • Employees
    • Add a mechanic
    • Use the Mechanic Clock On Function
    • Set up your mechanic's work schedule in Workshop Software
    • User Groups and Their Access Rights
  • General Information
    • How to purchase SMS's
    • Find our Help guides and resources
    • What are the Requirements to Run Workshop Software?
    • Use the Rework Function
    • Change subscription from monthly to yearly (and save!)
    • Region and State Codes
    • How to have Workshop Software open on multiple browser tabs
    • Subscribe to Workshop Software
    • Change Log and Feature Request
  • Help Desk and Guides
    • How to add an additional user
    • Email Attachment Size Limit
    • Getting started User Guide
    • Data Migration Guide
    • Access TeamViewer
    • Locked out of Workshop Software due to too many tries to log in
  • Inspections
    • How does the Inspection Tool work?
    • How do I copy an existing Inspection template?
    • Create an Inspection Template
    • Auto Inspect (Inspection Tool)
    • View an Inspection Draft
    • Create an Inspection
    • Create an inspection group (Gold Subscription )
  • Job Centre and Invoicing
    • Check the profitability of each job
    • How to save my invoices as a PDF document
    • Changing Costing on a job
    • How do I detach and/or void a credit
    • Add credit card merchant fee to an invoice
    • Add an attachment to an Invoice
    • Add Follow Up Notes to a vehicle
    • Add mechanic hours to an invoice
    • How to print a job card
    • How to create a quote
    • Delete or void an invoice and/or payment
    • View a processed or finalised customer invoice
    • Customer invoice
    • Add templated wording to an invoice
    • Fields Which Can Adjust Using Edit Button On Processed Invoice
    • Edit A Processed Invoice Using The Copy Button
    • Applying a Supplier or Customer Credit
    • Apply a deposit to an existing customer invoice
    • Apply a discount to a customer invoice
    • Process a refund for a cash customer
    • Fold an invoice to fit in a DL size envelope with window
    • Add notes to a job card or invoice
    • How to copy an invoice
    • How to refund an Account customer/invoice
    • Email invoices to multiple people
    • Assign an invoice to a different customer
    • How to Create an Overpayment or Deposit for a Customer
    • Use the Split Invoice Function
    • Process payment on a cash invoice
    • How to hide unit cost column on the invoice screen
    • Print and or email invoices and stock orders
    • Create a cash invoice for an account customer
    • Create an account invoice for a cash customer
    • Schedule a mechanic for a day off
    • Change the description of a product on an invoice
    • Change a quote to a booking
    • Enter a follow up date
    • Print all job cards for a specific day - GOLD ONLY
    • Add notes to a product or job code already in an invoice or job card
    • Send a bulk SMS to current job clients
    • Stripe - Sending your customers their invoice via Email
    • Move the order of items on a customer invoice
    • Internal Invoice Function
    • Sending your customer their invoice via SMS
    • How to add a credit card merchant fee to an invoice
    • How to record a credit against a supplier
    • How to delete attachments from an invoice
    • Create a workshop customer invoice
    • Convert An Open Invoice To a Booking
  • Loan Cars
    • Starting a Loan Car Booking
    • Loan Car Diary set up
  • Marketing Integrations
    • How to integrate your Mailchimp account to Workshop Software
    • Mailchimp field names
  • Mobile Phone App
    • New mobile app features released!
    • How to view vehicle history from the mobile app
    • How to restrict customer detail access on mobile app
    • How to use the Workshop Software phone app
    • How To Add A Mobile User
    • How to clock in and out on the mobile app
    • Mobile App iOS and Android Compatibility
    • Notes for technician clocked time
    • Enabling New Features in the Mobile App
  • Multi Branch
    • Multi-Branch Settings/Setup
    • Multi-branch - price matrix
    • Multi-Branch Transferring Stock
    • Platinum Multi-Branch - How to add a vehicle and vehicle history from another branch
    • Platinum Multi-Branch - add a customer from another branch
    • Multi-Branch - Setting up shared accounting with QuickBooks Online
    • Multi-Branch - Setting up shared accounting with MYOB
  • POS Integrations
    • Stripe Online Payment Setup
    • Setting up your WorkshopPay Email and SMS default messages
    • Process a refund a payment received via Stripe Integration
    • Activating WorkshopPay
    • WorkshopPay User Guide
  • Products and Jobs
    • Best practice use of MISC and SUBLETS product types
    • How to use product serial numbers feature
    • How to bulk update product price list
    • Create a new labour Product
    • Add a product
    • Add a product group
    • How to use a barcode scanner
    • Create a bundle (kit)
    • How to add products to a product group
    • Search for a product
    • Prevent the quantity of a product from updating
    • How to add a job code
    • Make a product inactive
    • How to edit a product
    • Allocate product groups into specific accounts in accounting
    • How to make a product GST (tax) free
    • Create a labour product (for bookings to appear in booking diary)
    • Platinum - Head Office Products Overview
    • Invoice Activity Log
  • Profile
    • Access and change your subscription details
    • Add my company logo to invoices
    • Change your country code in Workshop Software
    • Change the language settings in Workshop Software
  • Reports
    • How to run the Event Log Report
    • Email or print statements for ALL customers
    • How to check event/error log
    • How to check an invoice/payment sync status
    • Run a email log report
    • Bulk send statement to customers with outstanding invoices
    • Run a mechanic performance report
    • How to run the service due report
    • Run a stock value report
    • Run a stock listing report
    • Run an item sales report
    • Run a sales report
    • Run a vehicle history report
    • Run a quote report
    • Run a Work In Progress Report
    • How to run a customer balances report
    • How to run a vehicle listing report
    • Run a supplier balances report
    • Why is my mechanic performance report missing information or is blank
    • Run a sales by payment method report
    • How to run the SMS log report
    • How to run the customer open deposits report
    • Where do I enter by GST number
    • How to run a sales breakup report
    • How to run a follow up report
    • Run a stock status report
    • How to run a report to get a full list of your customers
    • How to run a rego renewal due report
    • Export Workshop Software reports as a Excel sheet
  • Settings
    • How to set up automatic reminders
    • Company settings explained
    • How do I change my login details
    • Show barcode on job cards
    • Footers on job card, invoice and statement
    • What are the invoice formats
    • Change invoice format
    • Set up a price matrix
    • Add an additional user
    • How Can I Export My Data?
    • Create templates for job card notes
    • Create email templates
    • Add or edit payment methods available
    • Footers to a job card, customer invoice and customer statement
    • Set up your company profile
    • Set a holiday in your booking diary
    • Enter your tax type and rate
    • Set up Workshop Software for different industries
    • Include or exclude GST (tax) from product and labour prices
    • Add more vehicle body types
    • How to change your password
    • Set up a SMS template
    • Why is my labour appearing twice on my invoices
    • Round the totals on invoices
    • Hide the Part Number on an Invoice
    • Match job card and invoice numbers
    • Hide the Line Prices on an Invoice
    • How do I change my Workshop Software login details
    • Where do I enter by ABN
    • How to delete an additional user
    • Workshop Software Settings
    • How to tax freight
    • Add the Online Booking Diary to your instagram bio
    • How to hide prices of parts and labour on the customer invoice
    • Setup customer sources in Workshop Software
    • Platinum - Head Office Companies Overview
    • Which body types are available in each Vehicle Group type
    • Set up prompts to help me update Rego/WOF + other due dates
    • What time are automated messages sent
    • Clearing Trial Data
  • Stocktake
    • How to do a stocktake in Workshop Software
  • Suppliers
    • Supplier refund
    • Credit a supplier invoice
    • Process a supplier invoice and payment
    • Process a supplier stock order
    • Use the auto create stock order function
    • Attach an item from a supplier to a customer invoice
    • Invoice an existing supplier order
    • Add or edit a supplier
    • Set up Capricorn as a biller
    • Track stock orders in Workshop Software
    • Apply a supplier credit to a supplier invoice
    • How do I record a supplier refund
    • How to send an email to a supplier from Workshop Software
    • How to search for a supplier
    • Print or email a supplier remittance
    • PLATINUM - Head Office Suppliers Overview
  • Technical Support
    • Accessing TeamViewer on a Mac
    • How can I tell if I've been logged out?
    • Body Type List
    • Bundle inside a Bundle Error Message
    • Clear browser cache and cookies
    • TeamViewer Remote Support
    • My MYOB account won't register
    • Xero Sync Error Message - The specified contact details match an archived contact
    • Reset your Workshop Software Password
    • Emails from Workshop Software going into my clients SPAM/JUNK
    • Attend a Zoom meeting
    • Workshop Software running slowly?
    • Activate your Stripe account
    • Using Workshop Software on a Tablet
    • Xero Sync Error Message - Xero integration will not work until valid accounts are entered
    • Xero Sync Error Message - Associated parent record is not uploaded to Xero
    • Order and purchase parts through Repco
    • Integrate Workshop Software with MYOB
    • Xero Sync Error Message - Invoice not of valid status for creation
    • Why has an invoice/payment not synced to your accounting system
    • Xero Sync Error - Account has been archived, or has been deleted
    • Select a Bank Account in Xero for a Payment Method XERO ONLY
    • How to integrate PartsTech
    • Why am I automatically logged out of Workshop Software?
    • Print From an iOS Device Without AirPrint
    • Slow Typing in Comments
    • Parts doesn't return to invoice in Repco - Error on screen
    • MUST READ Before you integrate with your accounting software
    • Importing Arabic Text Into Workshop Software
    • Create a Workshop Software bookmark
    • Unable To SAVE/PROCESS/VOID Invoice
    • Why advice to VOID invoices should be used with caution
  • Vehicles
    • Registration Lookup (NZ users only)
    • Add a vehicle
    • Transfer vehicle ownership
    • Update a vehicles next service due date
    • Delete a Vehicle
    • Search for customer and vehicle history
    • How to integrate with Vehicle Visuals
    • Transmission category list
    • Body Type List
    • What are the benefits of integrating with Vehicle Visuals
    • How to Search for a Vehicle
    • How to edit vehicle details
    • PLATINUM - Head Office Vehicles Overview

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