In this edition
01 — What’s new in Infusion Online
Four releases in six weeks, with improvements across financials, jobs, purchasing, stock and everyday processing.
02 — What’s coming next
A look at the practical improvements on our roadmap for the weeks ahead.
03 — Did you know? Smart Grid
More flexibility over how you view, work with and export your information.
04 — Making the move to Infusion Online
Why now could be a good time for Desktop customers to consider moving Online.
05 — You asked, we answered: Kitsets
A quick look at what you can do with Kitsets in Infusion.
06 — Infusion training courses
Explore upcoming training for both Infusion Online and Desktop.
07 — Keeping our hosted environment up to date
An update on the work happening behind the scenes to keep our hosted environment secure and supported.
New in Infusion Online
More visibility. More control. Smoother everyday work.
It’s been a busy start to the second half of the year for Infusion Online, with four releases delivering improvements across financial reporting, jobs, purchasing, stock and everyday processing.
Some of the highlights include:
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Better financial visibility with a new Bank Reconciliation Report and audit trail for deleted invoices.
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More control over jobs and profitability, including Work in Progress reporting as at a chosen date and more ways to capture purchasing costs against jobs.
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Smarter purchasing and stock, with stronger stock valuation reporting and multi-currency purchasing functionality in preview.
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Smoother everyday processing, from safer customer payment processing to improved website product synchronisation.
Some are bigger new capabilities. Others are small improvements designed to make everyday work that little bit easier.
Four releases. Six weeks. Plenty more to come.
Discover all the latest Infusion Online improvements
What's coming next in Infusion Online?
Our product roadmap continues to focus on practical improvements that help teams work faster, reduce manual handling and make everyday processes easier to manage.
Some of the highlights that will be coming soon include:
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Easier reporting and reconciliation, including saved report settings and more flexible handling of customer payments during bank reconciliation.
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Smarter everyday workflows, with further Smart Grid improvements across sales, purchasing, jobs and inventory.
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Better sales and stock insights, including new sales analysis filtering by industry and improvements to stocktake and replenishment.
- Improved purchasing and job workflows, including bulk cost entry and related views to simplify repetitive cost management tasks
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Continued multi-currency development, with further receipting and supplier payment improvements and the first stage of general availability targeted for October.
Looking further ahead, we're also exploring improvements across bank feeds, digital supplier invoice importing, reconciliation, quote handling and financial controls.
More practical improvements. Less manual work. And plenty more to come.
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Did you know?
Make your lists work your way with Smart Grid
Smart Grid gives you more flexibility over how you view and work with information in Infusion Online.
You can hide columns you don't need, organise the information that's most useful to you and export the fields displayed on screen — making busy lists easier to work with.
And Smart Grid is continuing to roll out across Infusion Online:
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Now available: Smart Grid for Cashbook Payments.
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Coming soon: Smart Grid for Purchase Order Receipts.
Smart Grid can be enabled through your settings, giving you more control over how you work with everyday information.
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Migration to Infusion Online
Ready to get more from Infusion?
With new capabilities like Smart Grid, continued improvements across everyday workflows and multi-currency functionality on the way, Infusion Online continues to evolve.
If you're currently using Infusion Desktop, now could be a good time to consider what moving Online could mean for your business.
Moving to Infusion Online gives you access to our latest developments as they're released, while bringing your business onto a platform designed to keep evolving with the way you work.
Why make the move?
- Access the latest features — benefit from new functionality and ongoing improvements as they're released.
- Work from anywhere — securely access Infusion through your browser, wherever you need to work.
- Stay up to date — updates are delivered Online without the need to manage traditional software upgrades.
- Be ready for what's next — take advantage of capabilities such as Smart Grid, multi-currency and plenty more to come.
Thinking about making the move?
We've made the migration process straightforward and you don't have to figure it out alone.
See what's involved in moving to Infusion online
Here from a recently migrated customer
Moving systems can feel like a big undertaking. This is particularly true when there are other changes happening at the same time.
For one of our recently migrated customers, the move to Infusion Online also involved integrating with two brand-new websites.
Here's how they found the experience:
“Our migration was incredibly complex, as it also involved integration with two brand new websites. All my fears melted away when Infusion was able to solve speedily every issue that arose. The finished product is perfect, easy to use and fit for purpose. Infusion is the perfect business partner.”
Paul Hewitt | Global Candy — www.globalcandydirect.co.nz
You asked, we answered
What can I do with Kitsets?
We've had a few questions about Kitsets recently, so here's a quick refresher on what's possible in Infusion.
Kitsets let you combine multiple products or components together, whether you're creating a stocked kitset when goods are receipted or bringing items together when they're sold.
But they can do a little more than that:
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Include non-stocked costs, such as labour or a fuel adjustment factor, as part of a kitset.
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Keep costs and sell prices up to date in Infusion Online, based on changes to the individual components.
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Serial track kitsets where required.
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Use kitsets as templates to quickly load a group of products into a Buildup, Invoice or Quote.
For example, if you regularly transfer heavy stock between locations, you could include a Fuel Adjustment product within your kitset. Update the cost of that component and the change can be reflected in the kitset cost.
Want to know whether Kitsets could work for your business?
Talk to your Infusion Certified Partner or contact our Support Team to learn more.
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Infusion Training
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Keeping our hosted environment secure and up to date
Some of the most important improvements we make happen behind the scenes.
As part of our ongoing commitment to providing a secure and reliable hosted environment, we’ll be upgrading our hosted servers over the coming weeks. This will ensure they continue to receive the latest security updates and ongoing vendor support.
The upgrades will take place progressively through to the end of October. If your business is affected, we’ll contact you directly to arrange a suitable maintenance window.
Any required downtime will be scheduled outside normal business hours, typically between 9:00 PM and 3:00 AM (NZST), to minimise disruption.
There’s nothing you need to do for now — we’ll be in touch when it’s time to upgrade your environment.
We’re here to help
Whether you have a question about a new feature, want to explore moving to Infusion Online, are looking for the right training course or simply need a hand with something, we’re here to help.
Talk to your Infusion Certified Partner or get in touch with our team.
And if there’s something you’d like us to cover in a future newsletter, let us know — your question could feature in our next You asked, we answered.
