Releases

2019.02.13

Release 2019.02.13 has been deployed and is immediately available on your dedicated domain – don’t forget to refresh your browser to get the latest version. 

This is a feature release which has delivered the ability to recover your password – yes, long awaited!

Reset Password

On the login screen you can now choose to have a reset email sent to your registered email address.

You will receive an email with a password link that when followed will take you to a screen when you can enter a new password.

Note that the password reset will only last for 24 hours, after which you will have to request a new password reset email.


2019.02.05

Release 2019.02.05 has been deployed and is immediately available on your dedicated domain – don’t forget to refresh your browser to get the latest version. 

This is a feature release which has delivered the ability to archive horses and members.

Archive Horses

When a horse is no longer stabled at your yard you can mark the horse as archived. This means you will continue to have access to the data but you wont be able maintain the data.

Archive Horse

Archive Member

When a member leaves your yard you can mark them as archived. This means you will continue to have access to the data but you wont be able maintain the data.

Archive Member

Archive Markers

When viewing the list of horses or members (and you have adjusted the filter to include archived data) you will see a marker on the left to indicate the record is archived.

Archive Horse Marker
Archive Member Marker

2019.02.03

Release 2019.02.03 has been deployed and is immediately available on your dedicated domain – don’t forget to refresh your browser to get the latest version. 

This is a feature release which has delivered the ability to generate separate invoices by service category; for example have Livery separate from Extras.

Invoice Groups

A new field has been added to the service categories which specifies the invoice group.

Invoice Groups

Default for Adhoc

The “Default for Adhoc” specifies whether the category should be used when adhoc services are assigned to a member.

Note that you can only have one Default for Adhoc.


Invoices

When invoices are generated the services from the logbook will be grouped together based on the Invoice Group and assigned to an invoice.

In the example below Isabelle had a Livery charge and a charge for an Extra of a Hunter Clip therefore two invoices were generated.

Invoice Grouped

2019.01.30

Release 2019.01.30 has been deployed and is immediately available on your dedicated domain – don’t forget to refresh your browser to get the latest version. 

This is a feature release which has delivered the ability to maintain company details.

Company Types

To be able to support the input of external companies you can now add company types. The company type list is under the settings menu on the left of the screen. 

Company Types

The “is assignable to member” specifies whether the companies linked to the type can be assigned to a member as a preferred company. NOTE: The ability to assign a preferred company to a member will be in a future release.


Companies

You will now find a new link within the menu which will take you to the companies list. From here you can add in companies you would like to keep track of.

Companies

2019.01.24

Release 2019.01.24 has been deployed and is immediately available on your dedicated domain – don’t forget to refresh your browser to get the latest version. 

This release is a feature release which has delivered the following new features: 

  • Ability to cancel an invoice, rather than delete it 
  • Only show outstanding invoices on the invoice list, rather than paging through all the invoices 
  • Add additional contacts to a member 

Cancel Invoice

When selecting an invoice from the list you now can cancel the invoice rather than deleting it.

Cancel an invoice

Outstanding Filter

A new option on the invoice list has been added so that paid and cancelled invoices are filtered out, only showing outstanding invoices. 

Member Contacts

A new tab has been added to the Members screen where emergency contacts can be added.

Member contacts

When adding a contact, you can specify the name of the contact and as many contact details as you need.

You can add contact methods from the settings menu; by default, Email, Work Phone, and Home Phone are available.


2019.01.01

Release 2019.01.01 has been deployed and is immediately available on your dedicated domain – don’t forget to refresh your browser to get the latest version.

Invoice Notes

This release is a feature release which has delivered the ability to add notes to an invoice. 

A new field has been added to the Barn maintenance screen that allows you to enter invoice notes. Any notes entered here will be used when the invoice is emailed to a member. 

Barn notes

Invoice

The notes entered will then appear at the end of the invoice.

2018.12.21

Release 2018.12.21 has been deployed and is immediately available on your dedicated domain – don’t forget to refresh your browser to get the latest version. 

Log Book Entry

This release is a feature release which has changed the way you enter log book entries. The log book creation screen has been re-implemented so it appears as a side draw and stays open even after the log entry has been created. This allows you to quickly submit new entries without having to keep clicking ‘Create’. 

Fast Log Book Entry

Member Search

The member field on the log entry screen can now be searched using forename or surname i.e. start typing in a member’s forename and the list will automatically filter.

Member auto search

Service Search & Adhoc Services

The service field has also been updated to allow searching, but it has also been combined with the ad-hoc flag. If you type in a service which isn’t registered with the system, it will be treated as an ad-hoc service; eliminating the additional step of toggling the ad-hoc switch.


Some additional features

  • It is now possible to assign a member to a barn allowing for log book entries to be created without the need to select a barn.
  • The ‘Generate Invoices’ button on the log book list screen has been re-labelled to ‘Create Invoices’

2018.12.10

Release 2018.12.5 has been deployed and is immediately available on your dedicated domain. 

This release is a feature release which concentrates on providing better visibility of the status of an invoice. The invoice list page has been updated to replace the status icons with status text and colouring. 

Outstanding

The invoice has been generated and is waiting to be sent to the member. When the invoice is in this state new log entries can be added.Outstanding


Sending

The invoice is being sent to the member.


Delivered

The invoice has been delivered to the member’s inbox and is waiting to be paid.

Paid

You have received the payment and marked the invoice as paid.


2018.12.08

Release 2018.12.08 has been deployed and is immediately available on your dedicated domain. 

After receiving feedback, we have made a change to the way services are logged through the logbook. Before this release a user of Equi-Man would have to assign a service, such as a bail of shavings, to a horse. If a member of the yard had multiple horses the service assignment would have to be split against each horse. With this release you can now assign the bail of shavings directly to a member, as it’s the member who’s paying for it.

To support this you no longer have to choose a horse when entering a log book entry, and the invoices no longer breakdown the services by a horse. 

We have also closed out quite a few issues as well. 


  • [EM-52] – Support the ability to assign refunds to members 
  • [EM-55] – Assign logbook items to a member and not a horse
  • [EM-47] – Internal change to increase system logging (not user impacting) 
  • [EM-48] – When a member list is displayed make sure it’s ordered by surname 
  • [EM-49] – Member details can sometimes be slow loading on the logbook screen 
  • [EM-50] – Duplicate invoices references can be generated when there’s over 50 logbook items 
  • [EM-51] – The due date on the pdf invoice is being set to the creation date 
  • [EM-53] – The log book date on the invoice is showing with the incorrect month 
  • [EM-54] – The invoice lines always assume absolute values even when working with refunds 
  • [EM-59] – The passport names are unique to a yard rather than a member