This version provides powerful facilities for effective management of credit and security policies of the company and for detailed analysis of Job Costing by NL Accounts. The enhanced Report Designer makes the handling of some common operations with reports easier. Other improvements concern the Contacts module, the Tickets module and the programme interface.

The enhancements of the version are as follows:

New standard report "Bank Reconciliation".
On sending emails and SMS the progress bar is shown indicating how many emails or SMS have already been processed.
Department specific columns in NL Accounts Tree and NL Accounts List views.
New version of report designing tool is used now (Report Builder 10.8).
Note: Reports created in Insight 2.0.58.720 can not be loaded in earlier Herbst Insight 2 versions.
The Sample tab is added to the Report Quick View for users to have a general idea how a report looks like. Besides the Description field is added into the Main tab. The same sample of report with description you can see in the Sample and Description split view which you can open with the help of the Quick View toolbar button.
The following reports have samples:
- ($DET001)Detailed Customer Statement;
- ($DET002)Detailed Customer Statement (Dual Currency);
- ($DET005)Detailed Customer Statement (VAT Table);
- ($DET006)Detailed Customer Statement (Original Amount, VAT Table);
- ($DET007)Detailed Customer Statement (Original Amount);
- ($DET008)Detailed Customer Statement (Dual Currency, VAT Table);
- ($DET013)Detailed Customer Statement (Single Currency);
- ($GEN001)General Customer Statement;
- ($GEN002)General Customer Statement (Dual Currency);
- ($GEN005)General Customer Statement (VAT Table);
- ($GEN006)General Customer Statement (Original Amount, VAT Table);
- ($GEN007)General Customer Statement (Dual Currency, VAT Table);
- ($GEN008)General Customer Statement (Original Amount);
- ($GEN009)General Customer Statement (Simple);
- ($GEN010)General Customer Statement (Simple, Dual Currency);
- ($GEN017)General Customer Statement (Single Currency);
- ($GEN019)General Customer Statement (2);
- ($INV001)Invoice Customer Statement;
- ($INV002)Invoice Customer Statement (Original Amount);
- ($INV005)Invoice Customer Statement (Single Currency);
- ($PUR002)Purchase Invoice Credit Note;
- ($PUR003)Purchase Invoice;
- ($SAL001)Sale Invoice;
- ($SAL002)Sale Invoice Credit Note;
- ($BAL001)Balance Sheet;
- ($DET003)Detailed Supplier Statement;
- ($DET004)Detailed Supplier Statement (Dual Currency);
- ($DET009)Detailed Supplier Statement (VAT Table);
- ($DET010)Detailed Supplier Statement (Original Amount, VAT Table);
- ($DET011)Detailed Supplier Statement (Original Amount);
- ($DET012)Detailed Supplier Statement (Dual Currency, VAT Table);
- ($DET014)Detailed Supplier Statement (Single Currency);
- ($GEN003)General Supplier Statement;
- ($GEN004)General Supplier Statement (Dual Currency);
- ($GEN011)General Supplier Statement (VAT Table);
- ($GEN012)General Supplier Statement (Original Amount, VAT Table);
- ($GEN013)General Supplier Statement (Dual Currency, VAT Table);
- ($GEN014)General Supplier Statement (Original Amount);
- ($GEN015)General Supplier Statement (Simple);
- ($GEN016)General Supplier Statement (Simple, Dual Currency);
- ($GEN018)General Supplier Statement (Single Currency);
- ($INV003)Invoice Supplier Statement;
- ($INV004)Invoice Supplier Statement (Original Amount);
- ($INV006)Invoice Supplier Statement (Single Currency).
Now some numbers in quick views are displayed in the format that is set by default in the Regional and Language Options of users' operating system, for example, 100 000,00 instead of 100000,00. You can manage this feature in Settings -> Security -> Users ->User window -> Options tab by selecting or clearing the Use Thousand Separator check box.
Facility to attach files to emails.
The Quick Edit utilities (except Set Items User Fields) used for changing properties of document items affect only the items selected in a document item view but not all the items of the document.
The names of some Standard Reports became more descriptive.
The Include Subgroups check box is selected by default in the Select Report window that is called by pressing the Reports button on the toolbar.
The RCTDC Number field of all Bank Issue documents can contain up to 8 digits.
Facility to specify which date (Post Date or Due Date) is to be used for Credit Days Validation and in Credit Popup window in Settings -> General -> Company Information -> Others tab.
In ticket documents the fields Boxes In/Out are moved from the Main tab to the Details tab.
The Job Item Code and Name columns are added to the item lists in Job Input Transfer and purchase document windows.
The Explorer in Object Quick Views can hide automatically.
Celerity Invoice Export Wizard: now the Customers page appears before the Date page.
The Shift Fiscal Year utility is eliminated in the Server Manager. Now the fiscal year start month can be changed via the Fiscal Year Structure dialogue box (Settings -> General -> Fiscal Year Structure).
New document converter "To Ticket Haulage Sales Invoice (Site Pricing)".
Now it's allowed to have up to 2000 Traders in Herbst Insight 2 Light version.
Facility to set Default Contact Category on the user level (Settings -> Security -> User window -> Options tab).
When you lock the company by pressing F12, company name and user name are displayed in the logon window caption.
It's allowed to switch between "12 Monthly Periods" and "12 Flexible Periods" fiscal year structures even if a fiscal year is already created.
New items Ticket Out (Hire), Ticket Out (Note), Ticket In (Hire) and Ticket In (Note) are added to the Actions toolbar button in Product and Trader views, the New button in Ticket views and the Actions category of the Main menu.
On attempt to enter negative quantity in Product Converter Source and Destination items, the error message is shown.
The caption of the Select Report window shows the object kind a report is to be selected for.
Since now the Filter tool is permanently available in the Customise Columns dialogue window.
The Delete button is removed from the toolbar in all object views.
Now the Report Designer window is modeless, which means that several windows can be opened simultaneously and there's no need to close them to switch to any other windows.
The Department filter in NL Extracts.
Firebird 2.0.4 is included into the installation package.
Facility to force Cost Receipt Docket reference in the Trader window.
Facility to load a logo of your company (Settings -> General -> Company Information -> Logo tab) to make it available in the Report Designer for using in reports.
Possibility to specify the behaviour of the Document Security Log Comments window: Don't ask for comment; Ask for comment (comment is optional); Ask for comment (comment is mandatory). The option is available in Settings -> General -> Company Information -> Others tab.
Option to switch off automatic Cheque Number generation for Issue Cheques (can be specified in the Bank Account window).
Facility to specify individual Sales and Cost of Sales NL Accounts for each cost code in the job group or/and job records.

28 April 2008 Herbst Insight 2.0.57.710

Watch what's new >>

Major update brings a lot of improvements including multi-department, trader multi-site, multiple units of measurement, redesigned Report Desktop, and even more.

The latest improvements include:

Report Desktop redesign.
Explorer-style list of reports was replaced by Insight views with all their standard facilities, including sorting, customising columns, saving layouts, Quick Filter usage, filtering Active and Inactive reports.
Every report and report group have a code.
Now all reports are divided into Standard and Custom.
Standard reports are supplied with the system and are updated automatically with every new version. Layouts of such reports cannot be changed by users. The code of Standard reports begins with "$" sign.
Custom reports are created by users on their own and can be modified according to their needs.
Report names can contain up to 100 symbols now (instead of 50 in previous versions).
New standard report "Reports/Nominal Ledger/Profit & Loss (5 Years)".
Separate base and purchase units of measurement for a product (Insight multiunit licence is required).
Purchase UOM is used in purchase pricing and transactions. Base UOM is used for all other purposes including stock, costing, sales, job costing.
The Insight Interchange Import utility checks whether a document has already been imported. If yes, two options are available: skip or overwrite the document.
Fiscal years and periods can start now not only on the first day of month, but up to six days earlier or later than this date (for every year or period individually).
The Verify (High Level) utility in the Server Manager can check consistency of Product Converter.
The Select Trace Field tool was replaced by the Select Trace Field and Location tool in documents.
Multiple sites within a trader are introduced (Insight Trader Site licence is required).
They can be used as delivery addresses in all sale, purchase and ticket documents. Special site sale and purchase prices can be set up. Multi-department analysis (Insight multi-department licence is required).
Every document can be marked as related to a specific department. Default department on the user and manager levels is supported. Nominal Ledger figures can be shown for any required department individually.
New columns Outst Sale Ordered Qty, Free Stock Qty, Hired Qty in the following views: Product Locations, Product Trace Totals, Product Trace and Location Totals.
The Document Fence Dates window is split into Master Fences and Document Kind Fences.
The facility to clear Security Log is no longer available.
Both cost-receiving and non-cost-receiving items are allowed within the same Purchase Invoice and Purchase Invoice Credit Note.
Version information is shown in a different way in the About window.
The lines "File Version: 2.0.XX.XXX" and "Product Version: 2.0.XX" are merged into "Version: 2.0.XX.XXX".
Now setup files are stored in "Program Files\Herbst Software\Installation Information\%ProductName%\%Version%" folders.
This will prevent "The installation source for this product is not available...." error message during software uninstallation
on some systems.
Quick Edit utilities allowing to set sale/purchase base/foreign prices now work for quantity-based prices.
New Print mode button in the POS module allows to choose between standard and direct printing.
Now object pickers work like quick filter.
For example, to choose a trader in a trader picker, just type several letters of name or code in the field and press Enter. If there's only one trader with such combination of letters, this trader will be assigned to the field. Otherwise, you'll be shown a list of all traders whose names or codes contain this combination of letters.
New fields Reference and Notes in sale/purchase document item.
Default Sales Invoice print form was modified to show delivery dates from related Delivery Dockets (if any).
Excel export/import for NL Account budgets.
The Hire Module sections in the Trader and Product Quick View windows use trader sites now instead of interpreting consignees as sites.
The Debtor/Creditor Auto-allocation tools now show comprehensible warnings to prevent massive incorrect automatic allocations.
Receive Cash Transactions can be included in Lodgements.
New Quick Edit utilities for changing Contact details.
New columns Product Code and Product Name are available in the items views in sale/purchase document windows.
Facility to convert Ticket In for Purchase into Cost Receipt Docket, Ticket Out for Purchase into Cost Receipt Docket Return Note.
The Close button is added to the Analyse tool window.
New printing forms "Document Forms/Bank and Cash/Issue Bank Document With Remittance Advice" and "Document Forms/Bank and Cash/Issue Bank Document With Remittance Advice Grouped."
Contact and address fields in job record (the Details tab of the Job window).
The Job Name column is available in the items views of relevant sale, purchase and job document windows.
Address fields were moved to new tab "Addresses" in the sale/purchase and ticket document window.
The commands Contact, Send SMS, Send Email, Maps & Directions can be accessed through the Actions button on the toolbar in the Jobs views and through the Tools button in the Job Quick View.
The Skip button appeared in "Select Items for VAT Claim", "Select Items for Lodgement" windows.
Job details columns are available in relevant views.
"Set View As Default" check box is available in "Save Current View As..." dialogue window.
On creation of a Contact through the Actions button in the Jobs views, the Customer specified in the Job window is assigned.
Quick Filter is added to the Select Object dialogue windows.
"Default Date Period" specified on the user level is applied not only in views, but in Quick Views too.
Glanbia branch code is imported into the Consignee field by the Glanbia Celerity Purchase Order Import utility.
Celerity Invoice Export Wizard.
This wizard allows to export sales invoices and sales invoice credit notes into Celerity Invoice CSV file.
Explorer width in object windows is saved in and restored from the Windows Registry.

18 March 2008 Herbst Insight 2.0.56.700

Watch what's new >>

Exceptional usability is guaranteed by extensive interface improvements. It will certainly contribute to more efficient work and will considerably save your time and efforts.

The full list of enhancements is as follows:

SSL/TLS support for outgoing emails. Contacts and reports can be sent via secure SMTP connection.
Security settings can be changed in menu Settings -> Email Options.For example, you can use your GMail account with following settings.
Select "Direct Transport".
SMTP server: smtp.gmail.com.
Port: 465 or 587.
Connection: Secure to regular port (STARTTLS).
From: your email address.
Select "Authentication".
User: your Gmail username (including @gmail.com).
Password: your Gmail password.
Aged Analysis Calculation Kind field is moved from Settings -> General -> Report Defaults to Settings -> General -> Company Information - Others tab.
The names of buttons in the BOM window are changed from Add Items to Add Products and from Add to Add Product.
In the Location Internal Transfer window Add Products button is added and Add button is renamed into Add Product.
The Product Quick Entry window (CTRL + Q) is available in the BOM window, the Product Kit window and the Location Internal Transfer window.
Trader Details columns are available on Actual Movement Transactions page of Locations tab in Product Quick View.
The changes made to Herbst Insight 2 light version:
- Report mode in views is unavailable;
- Job Costing licence can no longer be added;
- The number of documents is not limited;
- It is allowed to create up to 999999 Contacts and Bank Statements;
- Periodical Transactions are no longer available.
New field Default Job Charge Type in the Job Group window.
Now the Job Charge Type specified in the Job Group window will be assigned to all new jobs belonging to the group.
Product Converters view can now be split to show Source and Destination items.
The Report Send Mail wizard now requires fewer steps to take for sending reports.
Now you can specify default product roles on the product group level.
New set of check boxes signifying default product roles are available in the Product Group window.
Toolbar checkbox "Current Job Only" in the "Not completed purchase transactions and tickets" window shows only documents related to the job if it is selected.
Facility to forbid or warn empty Job field in purchase document on user level.
This feature can be set up on Validations tab of User window (Settings -> Security -> Users).
Copy, Select All, Analyse and Total commands are now available on the shortcut menu in items views of document windows and some other windows.
Facility to link contacts to jobs.
Job field appeared in the Contact window, Contacts tab was added to Job Quick View.
New column Supplier Date on History tab of Supplier Quick View.
Trace fields are no longer mandatory for filling in on creation of the following documents:
- Purchase Quotation,
- Purchase Order,
- Purchase Order Cancel,
- Sales Quotation,
- Sales Order,
- Sales Order Cancel.
Trader (Customer/Supplier) Details columns are now available in Pay Due Sales/Purchase Invoices Wizards (Procedures -> Pay Due Purchase /Sales Invoices).
New Quick Edit utility for VIES/INTRASTAT details in sale/purchase documents/items views.
New Report "Celerity\Celerity CSV Invoice (2_5)".

28 January 2008 Herbst Insight 2.0.55.690

Now we have a complete solution for 'Goods received, not invoiced' (Accruals), dramatically flexible and still easy to use, allowing you to choose at which stage stock value will increase depending on your company needs.
Another new effective tool called Product Converter is intended to raise efficiency of manufacturing (and not only) companies in handling processes specific for this business, notably, processing raw materials into final products.
Other features worth special mentioning are improvements in Tracing Fields and Job Costing module.

All features of the new version include:

New documents Cost Receipt Docket, Cost Receipt Docket Return Note (additional licence is required).
These documents were added to handle the situation when goods are received but Purchase Invoice has not yet arrived. Thus, goods are entered into the system, influencing stock value (as opposed to Receipt Docket that influences only Actual Stock Quantity).
New document Product Converter.
Product Converter transforms one set of products to another product or set of products. This feature can be used in BOM Assembly, manufacturing, etc.
Analysis by Trace Fields and Location is added to Product Quick View.
Trace field optimization.
Product Kits can be assigned to buttons in POS.
Purchase Payments and Sale Payments tabs in Job Quick View.
Stock Adjustment is split into two documents: Stock Quantity Adjustment and Stock Revaluation.
New views in Job Costing module: Input Transaction Items and Output Transaction Items.
Retail Mode is supported in Tickets for Sale.
Sales can be analysed By Customer in Product Quick View and By Product in Customer Quick View.
Purchases can be analysed By Supplier in Product Quick View and By Product in Supplier Quick View.
Posting Position field is included into all the documents.
Posting Position defines the order of document processing within same day (it is important, for example, for stock valuation method).
Document item Number By Order is used to determine item posting position.
New print forms (for using in Herbst Insight 2 Driver Windows Mobile Client):
- Pocket PC Ticket PICN (Landscape);
- Pocket PC Ticket PICN (Portrait);
- Pocket PC Ticket SI (Landscape);
- Pocket PC Ticket SI (Portrait).
Stock Reorder: facility to take into account Suppliers' Products.
New Glanbia CSV Purchase Order Import utility. (Requires the Insight Celerity licence.)
Advanced trace field/location processing in Product Quick Entry.

14 December 2007 Herbst HRM 10.0.1.200

Budget changes in PAYE:
New Single Person Tax Credit and Cut-Off Point (used for PAYE on emergency basis):

Tax Credit

Cut-Off Point

Annual 1830 35400

Weekly 36 681

Monthly 153 2950
Budget changes in PRSI:
New PRSI employee annual ceiling is 50700.
The PRSI threshold for employees has increased to 352 per week.
Threshold for payment of 2% Health Contribution increased to 500 a week.

14 December 2007 Herbst HRM 9.0.5.160

Benefit from new features of HRM:

Support for Medical Insurance Benefit In Kind in the P35L report.
Before generating P35L you are to specify which BIKs represent Medical Insurance paid by employer on behalf of the employee (Settings -> Payroll -> Benefits).
In addition, there is a new field "Medical Insurance BIK" in the Midyear section of the Employee record, where you can enter the total figure from timesheets which are not in HRM database.
Note: Where an employer pays medical insurance on behalf of the employee and the employee reimburses part of the cost to the employer, the notional pay figure for BIK purposes is the total cost to the employer minus the amount made good by the employee.
The Timesheet Hours Export/Import utility now has Wizard interface.

6 December 2007 Herbst Insight 2.0.54.680

The enhancements included in the new version:

Job Items.
Activation date for pop-up notes.
Automatic recalculation of BOM assembly cost (via stock adjustment) according to active stock valuation methods.
Individual fence dates for every document kind or their groups.
Floating document fence (plus or minus several days) in user privileges.
Delivery dockets in Insight Interchange.
Cost categories are available in the Product Quick Entry window.
Improved job cost category combo-boxes.
The Popup Notes window appears when user is working in the Product Quick Entry window.
Default customer and supplier payment terms on the company level.
The Order Delivery Date field is on the Main tab in the Sales/Purchase Order windows now.
Import/Export utility for product customer part numbers.
New quick edit utility: Set Stock Adjustment BOM Assembly.
Working Date is assigned to the Customer/Supplier Since fields on creation of a new trader.
Product status filter (Active/Inactive) in the Product Quick Entry window.
The Price field of stock adjustment item is stored now in database.
Product Quick Entry: Trace Fields appear only if their names are specified in the product record.
Facility to forbid empty Supplier Date in purchase documents.
Supplier Date and Due Date in the Debit/Credit control sections of the Customer/Supplier Quick Views.
New document converter: Sale/Purchase Document to Stock Adjustment.
New button "Save & Reverse" in the NL Journal window.
Improved import of purchases from Herbst Cattle 3.
Import of sales from Herbst Cattle 3.
Report Send Mail Wizard.
Tip label is shown when the Pick Tool is active.
Options Ignore, Ignore All, Cancel on error in the Send SMS and Send Email tools.
Changed columns names in the Security Log views.
View Log item on the shortcut menu of the Server Manager.
Import from Herbst HRM UK 4, 5 is eliminated.

8 November 2007 Herbst HRM 9.0.4.150

Benefit from the following improvements:

Facility to specify individual bank account for every employee's deduction.
Five more loan/savings accounts are added (in total we have 10 now).
Job categories to classify costs by criteria specific for each job.
Facility to calculate a timesheet right in the Timesheet window and see payslip on a special tab.

New term "Taxable Pay" and redefined term "Gross Pay".

Gross Pay =
+
+
+

Salary
Hourly Rates
Holiday Pay
Pre-Tax Additions

Taxable Pay =
-
-
-
+
+

Gross Pay
Pre-Tax Deductions
Pension EE Contributions
Pension AVC Contributions
Notional Pay
Taxable Disability Benefit.

Payment methods Transfer and Paypath are merged and replaced by a common one called Bank Transfer.
Note that reports "Transfer Payment Details" and "Paypath Payment Details" are replaced by "Bank Transfer (PayPath) Details".
Facility to choose type of ROS P35L: Original, Amended or Supplementary.
New ROS P35L form version number 4.
Employee, Timesheet and other object windows are modeless now.
Improved Payroll History tab in the Employee window.
Adjustment kind "Payment" is renamed to "Addition".
Terms "Pre-Tax" and "Post-Tax" are used instead of "Taxable" and "Nontaxable" in adjustment settings.
Multiple connection options.
Field "Manual Calculated" was replaced by field "Imported Results" in timesheets.
Messages confirming successful timesheet calculation in the payroll lists are removed.
Improved Excel export/import utilities allowing to place fields on several sheets.
Facility to export/import Holiday periods in timesheets.
Facility to export/import a list of Midyear PRSI classes of employees.
Columns Earnings and NonBIKGrossPay are removed.
Server Manager: log files are kept on server instead of client computers.
Server Manager: a service pack can be applied to several databases at once.
Server Manager: new item "View Log" was added to the shortcut menu of the company list.
Server Manager: records about successful actions are added to log files.
User name and password are no longer required to run Server Manager utilities. Windows user privileges are taken into consideration instead.
More columns were added to various views.
New functions in the Report Designer: RoundAmount and CheckResult.
Link to oasis.gov.ie was changed to www.citizensinformation.ie in the Help menu -> Useful Links.

30 October 2007 Herbst Cattle 3.0.6.17

Here are the new features:

Cattle 3 Help file is included into the installation package.
Startup panel, Previous/Next buttons are added.
The set of columns available in Weighings view is considerably expanded.
Server Manager: possibility to view log of the selected company with the help of shortcut menu item "View log".
User name and password are no longer required to run Server Manager utilities. Windows user privileges are taken into consideration instead.
Server Manager: records about successful actions are added to log files.
Server Manager: log files are kept on server instead of client computers.
Server Manager: a service pack can be applied to several databases at once.
Converting from Herbst Cattle 2 is removed.
Defined connection options.
Possibility to save several sets of connection settings to different servers.
Scanner Options are available in Settings -> Options -> Scanner Options.
Recently entered movement details are kept in Add New Animal wizard while entering several animals one by one.
New animals have a default kind: bullock for males, heifer for females.
In-cell quick editor for movements.
Totals are displayed in Status Bar in all Animal views.
Pick Tool.

17 October 2007 Herbst Insight 2.0.53.670

The latest enhancements include:

Job categories to classify costs by criteria specific for each job.
Facility to set up special job charge rates for products.
New field Supplier Date in purchase invoices and purchase invoice credit notes.
Improved payment terms in sales and purchase invoices: facility to calculate Due Date as the number of days after the end of invoice month.
Aged Analysis by Due Date is available in Customers and Suppliers views and in relevant views for documents.
Import from Herbst HRM 9: support for job item cost category fields (which are available from version 9.0.4.150).
Import from Herbst HRM 9: support for bank transfers of deductions to specified bank accounts (which are available from version 9.0.4.150).
Import of purchases from Herbst Cattle 3.
More columns are available for in-cell editing in the Stock Adjustment window: Price, Amount, Cost Auto Calc.
Security Log: The Quick View button on the toolbar now opens the Security Log Entry window.
Object quick view is still available from the toolbar drop-down menu of the Quick View button or from the Security Log Entry window.
New column "Deleted" in the Security Log.
New functions in the Report Designer: RoundAmount and CheckResult.

01 October 2007 Herbst Backup Scheduler 1.0.9.100