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Business Software You Won’t Outgrow

TOP TIP TOP TIP From within your software select Help|Check For Updates to confirm if a software upgrade is available to you. From within your software select Help|Check For Updates to confirm if a software upgrade is available to you. NEW! EDITION
2016, 1st of March CAPITAL V8, Release 8.7, Available Now!

CAPITAL Office Business Software is pleased to announce that CAPITAL V8,

Release 8.7 is available for general download for users with service cover.

A white paper on the new features in the 8.7 release can be downloaded here.

Highlights of CAPITAL V8 Release 8.7 include:

Graph label presentation and readability has been improved in many areas.

Quotation Analysis allows you to analysis quoting trends by user specified periods. Some of the

variables that are analysed over time include number of quotes versus accepted quotes,

acceptance rates, profit margins, busy versus quiet periods, quotes by source, promotion, type of

quote (category), state, department, priority, customer and value.

Requires CAPITAL Enterprise Edition.

It is now possible to define an application status bar colour dependent on the department you

are logged into.

Assigning salesperson codes may now be made mandatory for invoices, sales orders and

quotations. The Require Salesperson setting may be set in the various transaction configuration

areas found under Customize.

The Stock Allocations window makes it easy to trace where stock is being reserved in your

system. All transactions or system areas that may be allocating a selected stock item are listed in

this window. If the stock item is used as part of a kit component, all kits that are actively

allocating stock are also listed. It is also possible to drill down further on kit usage when


The Back Order By Customer report is now sub sortable by order date, customer required date,

order forward date or date in which the order was allocated stock.

Customer Order Agreements allow you to create and manage purchasing agreements between

you and your customers. Agreements allow you to reserve stock for selected customers, track

how many they have purchased from you and what remains outstanding, and lock in agreed

pricing for the items applicable to the Agreement.

Requires CAPITAL Advanced Distribution Component.

Invoices, credit notes, return authorities, sales orders, stock returns, stock receipts, quotations,

requisitions, purchase orders and stock transfers now include a sub total on all Item tabs.

Marketing Lists is new mailing list management system. It allows you to easily build lists based

on customer records, contacts and sales leads. Marketing lists can be used to send emails or

faxes, or emails and fax with attached personalised forms, or print personalised forms, or create

external mail lists suitable for loading into other mailing systems. Marketing Lists also integrates

with Microsoft Word to create mail merge letters.

Requires CAPITAL Sales Force Manager.

Stopwatch allows you to start a timer and then assign your accumulated time to a job card

timesheet in Service Manager, or as consultation time under a contact's communications log

(requires Sales Force Manager) or transfer the time to an invoice for billing.

The standard Sales Report now includes new options to exclude specified transaction types, such

as adjustments.

Document Manager now support folders as links in addition to individual files or web links.

When a folder is specified, opening the link will present a list of all files found in the specified

folder. These can be opened in the same manner as other types of file links.

Customer Product Sales is a new filtering tool found under the Customers Query menu selection,

that allows you to easily build targeted customer lists based on product item or product group


Other new Customer query selections now include: filtering by customer type, and filtering by

customer inactivity.

Publish Grid is a new feature that automates the upload of exported data files to the internet.

This may be used, for example, to simplify the process of transferring data from your business

system into cloud based mobile solutions or e-commerce web sites.

Requires CAPITAL Enterprise or Corporate Edition.

The Transfers Report is a new report added under the Distribution section of reporting. It

summarises transfer activity by location.

Requires CAPITAL Enterprise or Corporate Edition.

You may now create assets based on a selected stock item by selecting Toolbox|Create Asset,

from the Stock Control area.

Requires CAPITAL Asset Manager.

The Customer Sales Report has been enhanced with features to sub group the report by state or


Quotations have been enhanced to now track promotional codes, origin codes, priority of quote,

quotation category, and up to 3 additional user defined references. If Sales Force Manager is

active, it is also possible to associate a Contact with a quotation.

Under Quotation Customization settings it is now possible to have the system automatically

create a Service Manager job card and transfer the contents of the quotation into that job card,

when a quotation is resaved with its status changed to Accepted.

Forms such as invoices, purchase orders, quotations, etc., may now be emailed in bulk to the

recipients of the accounts they have been assigned to. It is also now possible to use the

'Quickest' method as found in other areas of the system, so that forms will be emailed if

available, then faxed if email is not available, and then if neither is available, printed.

Shipment Costing jobs now additionally track: Default Supplier, Shipment Contract Number,

Shipment Terms and general Comments.

Requires CAPITAL Corporate Edition.

The OutTray has been upgraded and is now included within CAPITAL Business Manager. The

OutTray is now a holding area for all types of emails generated by CAPITAL. Conventional emails

as well as form related email, such as statements and invoices are stored in the OutTray until

deleted. Sent email appears under the Dispatched tab, and queued, failed or draft emails under

the Not Sent tab.

The Order Allocations Review window lists all back ordered items that may potentially be over or

under allocated. It may be accessed by pressing the Review button found inside the Back Order

Control Centre, or you may set it to automatically appear when potential allocation issues arise,

just before invoicing occurs. The Order Allocations Review shows what has been allocated,

available free stock, and suggests what quantities could be allocated, based on available stock.

You can easily change allocations assigned to stock from within the review area.

The Pay Multiple Suppliers tool has been enhanced with the addition of a supplier account

payment summary list. As transactions are marked for intended payment, suppliers and their

total payment amounts are added to the summary list below the main transaction list.

Customer and Supplier statements may now be created selectively based on tagged accounts.

It is now possible to export communication log events and associated comments and notes into

spreadsheets or PDF's.

Requires CAPITAL Sales Force Manager.

A Quick Queries menu has been added to the Communications Log.

Requires Electronic Document Exchange.

It is now possible to tag all the components of a stock kit and copy tagged components into

other stock kits or into transactions. It now also possible to selectively tag stock items found in

stock control, or stock items listed on transactions, and paste them into kits. This feature makes

it easier to quickly create new kits or change the components of existing stock kits.

Global Search panels in Customers, Contacts, Suppliers and Service Manager now feature new

exclude options. For example, you can now quickly exclude closed jobs, customers on hold or

inactive suppliers from your searches.

It is now possible to transfer goods between product codes.

Requires CAPITAL Enterprise or Corporate Edition.

It is now possible to lock bank reconciliations to prevent them from being accidentally changed

later on.

It is now possible to delete a bank reconciliation entered in error or if you wish to quickly start


The Replenish From This Supplier feature automatically reorders for a specified supplier by

simply selecting a single menu option.

The Replenish From This Department feature automatically reorders stock for a specified branch

from another branch, by raising a sales order.

The Back Order Control Centre can now generate Stock Transfers in addition to releasing

Invoices, when sales orders are issued to departments.

Assembly Manager expenses may now be amended before transfer to the General Ledger, via

Record|Journals inside Assembly Manager.

Requires CAPITAL Enterprise or Corporate Edition.

Message Centre is a new feature to assist staff in posting internal communications and bulletins.

Last Sell Date and Last Sell Price are now available under Contract Pricing as new column


Unpaid Invoices Report has been enhanced to support all unpaid transactions or a date range.

Backup Wizard now includes a new Advanced back-up mode that allows you to specify on a grid

the individual folders and files you wish to back-up.

Manage Location Codes is a new utility that allows department codes to be changed.

Requires CAPITAL Corporate Edition.

Meeting Minutes may now be logged from within the Appointment Calendar.

Requires CAPITAL Sales Force Manager.

The Shipment Cost Adjuster tool now allows you to make amendments to import shipment

costings that have already been received.

Requires CAPITAL Enterprise or Corporate Edition.