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eBeat December 2016 - The WinBEAT Newsletter Featured

Tuesday, 20 December 2016 16:47

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December 2016

Christmas is upon us so we would like to take this opportunity to thank all our wonderful WinBEAT clients for their support and enthusiasm throughout the year and to wish everyone a Merry Christmas and a safe and successful 2017.

The WinBEAT Helpdesk will be available to support you throughout the Christmas period, excluding public holidays. The Helpdesk will be available 9:00am - 5:00pm (EDST).


 

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WinBEAT4.1 Invoice Remittance Changes to 90mm in March 2017
In order to accommodate Background Funding for all our funders and to implement the new Invoice Reverse functionality the WinBEAT remittance will increase to 90mm for ALL forms in our March release.
 
The new functionality means that you will be able to duplex print the invoice, or PDF and email the invoice without having to add attachments for your invoice reverse wordings. You will no longer require pre-printed stationary to handle your Duty of Disclosure and other wordings.
 
The 90mm remittance is currently applicable when you activate:
  • Macquarie Premium Payments (DEFT)
  • NAB Transact
  • Background Funding with Premium Funding
To evaluate this new functionality you can review the WinBEAT4.1.68 Release Notes, or the WinBEAT Forms User Guide. Both documents are available via WinBEAT Online Help.

WinBEAT System Administrators please note:
If you are considering purchasing new invoice stationery, especially if you pre-print on the reverse of your invoice paper, you should contact the WinBEAT Helpdesk to discuss your options.


WinBEAT4.1 Scheduled Training in 2017

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We are currently updating the training materials for our 2017 training courses across Australia. Dates have been scheduled through to July 2017 and can be viewed on our website.

It is fast and easy to book your training online. Simply select your course of choice and click book or access the training page and click " Book WinBEAT Training Now", then complete the online booking form.

Our scheduled training courses are CIP rated for 6 points and attendees receive a comprehensive training manual and Certificate of Completion.

To check your training credit status please email This email address is being protected from spambots. You need JavaScript enabled to view it.

If you have specific training requirements or would like customised on-site consulting please contact our Training Services Manager, Susan Fitt at This email address is being protected from spambots. You need JavaScript enabled to view it. to discuss your requirements.


    

New Release - WinBEAT4.1.68 Rolled Out Across Australianew release

The new release of WinBEAT4.1.68 has been rolled out to all our WinBEAT sites.

If you have not yet updated you can review the WinBEAT4.1.68 Release Notes via WinBEAT Online Help to see full details of all enhancements.

The enhancements include:

  • New Module - Client Forms Packaging - package client forms into one email or print run. Invoice, Statement, Final Notice, and Certificate. 
  • Additional Email TemplatesQuote New Business, Quote Renewal, Client Forms Packaging
  • Premium Funding Pay FilesNew interface allows you to process or selectively delete Funding pay files
  • Upgraded Password SecuritySet password minimum length, and re-use password limit have been added for additional user security
  • Landscape Reportsmost reports now have a landscape print option which allows for more data on wide reports
  • New Bulk Update Options Bulk update FSG and Privacy for Live only or by a single account manager or account manager group

 

 

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