Accura MIS Workflow Diagrams

Links to various Accura MIS Workflow Diagrams:

 

workflow-diagram



Implementation & Setup

Accura MIS: Accura System Build


 


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 Use the Play button to animate and walk through the flowchart diagrams

Core Module

Accura MIS: Core Module – Overview of Basic Workflow

Core Module – Proofing

Accura MIS: Core Module – Email Proofing Workflow

Accura MIS: Core Module + AccuraOnline Proofing Workflow

Core Module – Invoicing

Accura MIS: Core Module – Overview of Invoicing Workflows

New Accura v5 Print MIS Release!

ACCURA & ACCURA ONLINE VERSION 5 – PUBLIC RELEASE

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We are excited to announce the joint PUBLIC release of Accura v5.01 and AccuraOnline v5.0… the latest milestones in our product development.

Accura v5.01 is a “technology release” being the first version built on the latest development platform – Clarion 10 (previously Clarion 6). This provides many “under-the-hood” improvements and greater compatibility with today’s new operating systems and unlocks access to new technologies we can exploit in the future.

New Features in Accura v5.01 include:

• Over 30 fixes & enhancements
• Improved proof synchronisation & work-flow
• Offices can have multiple contacts
• Purchase-order copying & attachment support
• Embed CRM activities within Quotes, Orders, Proofs, Invoices
• New estimating table options for weight-based outwork & group/cycles sync
• New summary reporting options (various reports)
• Batch modifying of invoice dates

In short, too many changes/fixes to mention but you can download new features pdf, and the more detailed release notes pdf.

AccuraOnline v5 is “Web-to-print Reinvented!” AccuraOnline is UNIQUE in the marketplace – with seamless integration to the MIS, quote/order e-commerce, proofing, stock management, shopping cart and much more.

This exciting new release is a complete front-end re-write which introduces a new, modern, slick user-interface to maximize your customer’s user experience, and tools to give you greater flexibility over the branding, behaviour and appearance of the site.

The All-New AccuraOnline v5.0 highlights:

• All-new modern “Stripe” UI design
• 3 customisable built-in themes
• Fully mobile responsive (adapts to mobile or tablets)
• Slide manager (custom carousel images)
• Self-branding of client portals (unlimited branded portals)
• Menu & page builder (it can become your entire website if you wish)
• Improved proof work-flow with previews
• Improved store filtering (multiple choice)
• Product ownership by location (office)
• All HMTL5 – no flash! (works on iOS and Android)
• NO experience of coding, html/css or other web design skills needed!
• Social media & SEO-friendly

You can read more about AccuraOnline by clicking here.

When & how can I get it?

Upgrades will be rolling out in the coming days. In line with our support policy all valid support-contract holders are entitled to a FREE UPGRADE… even though AOv5 is such a major re-write!

If you are running Accura version 4.71 or above only (without Online) you can simply upgrade yourself.

NOTE: The installer requires a password – you will need to contact support for this so we can verify your details. Please ensure you have a backup of your data. Why not preview the new features pdf, and the more technical release notes pdf.

For more complex/larger systems or ANY that include AccuraOnline you will need to contact our support department to “book a slot” and we will assist you with the upgrade remotely.

How can I find out more, or what if I don’t have AccuraOnline?

We will be hosting a free webinar to highlight the new and exciting features of AccuraOnline v5 in the coming weeks. We will also be sending email broadcasts highlighting some of the new features in Accura and AccuraOnline and be posting on our LinkedIn Group.

Our LinkedIn Group it THE BEST way to stay in touch with what we’re doing. Quite honestly if you’re not a member you’re missing out big-time!

Contact Idealsolution for more information on this exciting new release.

Accura Enfocus Switch Lights Out Automation

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Jordan Melick from Accura USA joins John Callahan and Ted Vahey from All Systems Integration for the Enfocus Solutions Summer Camp 2015 August 20 episode: “Lights Out Automation Through MIS Integration”.

The All Systems Integration team demonstrate custom integration options for the Accura MIS using Enfocus Switch and PitStop Server in the following webinar recording (55 minutes, 122mb download).

http://tinyurl.com/Accura-Lights-Out

New Accura 4.71 Print MIS Release!

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ACCURA 4.71 & AccuraOnline 3.8 released 2nd June 2014

Idealsolution is pleased to announce that DDS have released the new version of the Accura Print-MIS and AccuraOnline eCommerce solutions!

Accura 4.71 is a major upgrade to the previous 4.60 release. This new release comprises approximately 15 months of development work, and includes a total of three new software add-on modules which are now available for purchase. Accura 4.71 also includes a large number of new features, smaller changes and maintenance fixes to the previous Accura release as a result of feedback from customers.

New Modules:

In addition to the optional Purchasing, Job Costing, Stock Control, CRM, RDC and AccuraOnline modules – new fully integrated modules include:

Production Scheduling – plan resources using a simple drag-and-drop, user configurable interface

Time and Attendance – “Bundy” time clocking and payroll reporting system

AccuraOnline Designer – PDF artwork editing via a simple B2B form designer or an optional fully interactive designer

 

Major New Features in v4.71 Include:

• New Custom Report Wizards – create your own quote, order, job costing and stock reports

• Email Spam Checking – integrated CRM module bulk email spam test rating

• Client & Supplier Enhancements – including the ability to set clients or suppliers to inactive status (by popular user demand)

• Resizable Quote & Order Windows – view more columns in quote workings and order items columns views

Record Checking Validation Workflow – optionally prevent “next stage” work on quotes, orders, purchase orders and sales invoices

• Redesigned Quote Template Library Window – direct to order button, browse query menu and bulk re-calculation of multiple quotes

• Quote Proposals – create orders directly from selected quote proposal items

• Custom Quote Impositions – facilitate quoting irregular imposition layouts such as nested labels

• Optional Extras Enhancements – auto prompt to select optional extras when quotes are converted to orders

Delivery Enhancements expanded tracking options, delivery charge invoice extras, bulk packing/palet/skid support

• Deposit Payment Workflow – deposit payment “proforma invoices”, auto deduct deposits from the final invoice

Purchasing Enhancements – Redesigned split browse purchase order window, new quick purchase invoice feature

In-House Product Printing – automated production of “in-house printing” to fulfil stocked product orders

• Order Requisitions – purchase materials/goods using the traditional PO or the new in-house “works order” job ticket/bag workflow

• RDC (Remote Data Capture) – interface redesign to support the new Time and Attendance and Production Scheduling modules

• Plus many other additions and refinements!

All clients with a current support contract for Accura are entitled to receive and install Accura 4.71 as part of their support contract benefits.

Contact Idealsolution for more information on this exciting new release.

Idealsolution Accura Print-MIS Newsletters

 

Did you miss an issue of our AU/ANZ Accura Print Management System Newsletter? Follow the links below to view past issues:

Issue #015: November 2016 – New Accura & AccuraOnline v5 Release!

Issue #014: August 2015 – Cases from the Support Desk: Emailing Multiple Recipients, Send Emails Direct from Accura, Quick Start Accura 4.7 Upgrade Training

Issue #013: March 2015 – Accura 4.71 – Courier Web Booking Services Integration, Accura 4.71 – Custom Imposition Layouts, Quick Start Accura 4.71 Upgrade Training

Issue #012: February 2015 – Accura 4.71 – In-House Product Printing via “Works Orders”, Accura 4.71 – Auto Select Optional Extras, Quick Start Accura 4.71 Upgrade Training

Issue #011: January 2015 – Accura 4.71 – New Delivery Handling Features, Accura 4.71 – View Invoice PDF Shortcut, Quick Start Accura 4.71 Upgrade Training

Issue #010: November 2014 – Accura 4.71 – New Deposit Handling Feature, Accura 4.71 – Mono & Colour Click Charges, Quick Start Accura 4.71 Upgrade Training

Issue #009: October 2014 – Accura 4.71 – New Record Checking Validation Workflow, Accura 4.71 – User Specific On-Stop Overrides, Quick Start Accura 4.71 Upgrade Training

Issue #008: September 2014 – Accura 4.71 – New Quote Proposal Workflow, Accura 4.71 – Inactive Client & Suppliers, Quick Start Accura 4.71 Upgrade Training

Issue #007: August 2014 – Accura 4.71 Quote Template Library, Accura 4.71 Request for Quote (RFQ), Quick Start Accura 4.71 Upgrade Training

Issue #006: July 2014 – Accura 4.71 Report Wizards, Accura ODBC Driver, Quick Start Accura 4.71 Upgrade Training

Issue #005: June 2014 – Accura 4.71 New Release, Quick Start Accura 4.71 Upgrade Training

Issue #004: May 2014 – Views/Browsing/Searching, Accura Training & Accura Purchasing Module

Issue #003: April 2014 – Quote Outwork Tendering Feature, Accura CRM Module & Accura Training

Issue #002: March 2014 – Quote Follow-ups, Custom Toolbox & AccuraOnline Module

Issue #001: February 2014 – Backup Your Data Everyday, Estimate Analysis Report & Change Quote Outcome Status

Accura 4.60 Build 8 Released

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ACCURA version 4.60 Build 8 released 20th November 2012

DDS have released a new version of the Accura Print-MIS and AccuraOnline eCommerce solutions.

Accura 4.60 is a major upgrade to Accura 4.52 concentrating primarily on a powerful new HTML-based variable data email engine. Accura 4.60 also supports a major new version of AccuraOnline featuring simplified accounts management and online payment using PayPal. Accura 4.60 also includes minor features, changes and fixes to the previous Accura release as a result of feedback from customers.

Major New Features in v4.60 Include:

ESTIMATING

• COST RATE CALCULATOR: Establish what your true hourly cost rate is for each cost centre in your business using industry standard “cost-plus” principles. This new design, easy-to-use spreadsheet makes the task simple.

• CLIENT DEFAULT DISCOUNT: Link percentage-based discounts to clients. Discounts (or uplifts) are applied over and above the final mark-up profile price.

• PRICE LIST MARK-UP PROFILE: Implement price lists with unlimited pricing bands. Enter fixed quantities with corresponding fixed prices, with step or curve rate-type calculations for quantities falling in between two levels.

• OUTWORK TENDERING: Streamline the outwork tendering process from a single window with full control over the tendering behaviour.

PRODUCTION

• CLIENT SPECIFIC AUTO-INCLUDES: Save time and increase accuracy when estimating by automatically linking client specific labour, materials and outwork to individual clients.

• INACTIVE/DISCONTINUED MATERIALS: Reduce time to find materials by hiding old or out of date materials from new estimates and orders without deleting stock histories and activity.

• STOCK ALLOCATIONS REPORT: A new report to aid in the management of stock control has been added. The Stock Allocations Report can be sorted and subtotalled, filtered by stock type, location, group and subcategory.

CRM / MARKETING

• HTML & VARIABLE DATA EMAIL: A powerful new email/sms/fax engine with customisable templates has been added. Style email correspondence with HTML rich text features (colour, size, font weight, images links, etc) and variable data. The new email engine is available for standard emails (quote letters, order acknowledgement letters etc) and for mass emailing via the broadcast wizards found in the optional Accura CRM module.

• CRM EMAIL BROADCAST TRACKING: Receive detailed reporting on email campaigns sent from the Accura CRM module via the GroupMetrics online tracking system.

ACCURA ONLINE v3.0 E-COMMERCE / WEB TO PRINT

• Streamlined account management.

• New security access profiles and email control.

• PayPal payment support for credit card and PayPal account prepay customers.

SUPPORT / SOFTWARE UPGRADES

Customers on support contract are reminded that they are entitled to this upgrade for free! Customers with AcccuraOnline will be required to have their website upgraded to v3.0 at the same as their Accura system is updated to v4.60. Contact Idealsolution for more information on this new release.

Accura 4.52 Build 5 Released

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ACCURA version 4.52 Build 5 released 1st May 2012

DDS have released a new version of their Accura Print-MIS software.

Accura 4.52 Build 5 is the latest maintenance release to Accura 4.51 Build 2. There have been a whole host of new features, feature enhancements and bug fixes introduced in later releases. Some of these include:

• Brand new Online Help area featuring video tutorials and PDF documentation
• User definable default field values
• Default client delivery and invoicing addresses
• Import sub-office addresses from CSV file
• Client turnover report
• Quote, order and report Attachments. Print attached files with customer reports
• Auto-includes to add items automatically into quote workings
• Quote Mark-ups by profit %, value-added % and fixed unit prices
• Enhanced click charge support for digital presses
• Press list enhancements in quote sections
• Optional extras in quote workings
• Enhanced Job-type control of quote behaviour
• Central management of change orders
• Automated proof response
• Proof note reminder emails
• Multi-drop delivery addresses in orders
• Delivery wizard to deliver multiple jobs in batches
• Create sales invoices from Delivery notes
• Automated raising of sales invoices at the point or order
• Requesting credit card payments via PayPal
• Order Requisition for automated creation of Purchase Orders
• Stock issue notes replaced by delivery notes
• New RDC features: print job sheets, outwork batches, change orders, delivery wizard
• Significant AccuraOnline enhancements
• Full Windows Compatibility with Vista, Windows 7, and 64-bit
 

4.52 Build 5 NOTE: The way Accura adds in linked items has been re-written to allow Accura to add in any number of levels of links. Users with complex linked items configurations will need to review their links after the update.

Australian customers on support contract are reminded that they are entitled to this upgrade for free! Contact Idealsolution for more information on this new release.

Accura 4.51 Build 2 Released

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ACCURA version 4.51 Build 2 released 18th January 2012

DDS have released a new version of their Accura Print MIS software.

Accura 4.51 Build 2 is the second maintenance release to Accura 4.50 Build 15. Accura 4.50 Build 15 was the first public release since 4.21 Build 9 and represents almost two years of development. There is a whole host of new features, feature enhancements and bug fixes introduced in 4.50 and 4.51. Some of these include:

  • Brand new Online Help area featuring video tutorials and PDF documentation
  • User definable default field values
  • New phone and VOIP dialling contact lists
  • Default client delivery and invoicing addresses
  • Import sub-office addresses from CSV file
  • Client turnover report
  • Quote, order and report Attachments. Print attached files with customer reports
  • Auto-includes to add items automatically into quote workings
  • Quote Mark-ups by profit %, value-added % and fixed unit prices
  • Enhanced click charge support for digital presses
  • Press list enhancements in quote sections
  • Optional extras in quote workings
  • Enhanced Job-type control of quote behaviour
  • Departmental order status window with job cost activity history
  • Central management of change orders
  • Automated proof response
  • Proof note reminder emails
  • Multi-drop delivery addresses in orders
  • Delivery wizard to deliver multiple jobs in batches
  • Create sales invoices from Delivery notes
  • Order Requisition for automated creation of Purchase Orders
  • Stock issue notes replaced by delivery notes
  • New RDC features: print job sheets, outwork batches, change orders, delivery wizard
  • Significant AccuraOnline enhancements
  • Full Windows Compatibility with Vista, Windows 7, and 64-bit

 
Australian customers on support contract are reminded that they are entitled to this upgrade for free! Contact Idealsolution for more information on this new release.

Accura 4.50 Build 15 Released

Accura Print-MIS Logo

ACCURA version 4.50 Build 15 released 1st November 2011

Data Design Services, the developers of the Accura Print MIS system are excited to release a major new version of Accura.

Accura 4.50 Build 15 is the first public release since 4.21 Build 9 and represents almost two years of development. There is a whole host of new features, feature enhancements and bug fixes. These include:

  • Brand new Online Help area featuring video tutorials and PDF documentation
  • User definable default field values
  • New phone and VOIP dialling contact lists
  • Default client delivery and invoicing addresses
  • Import sub-office addresses from CSV file
  • Client turnover report
  • Quote, order and report Attachments. Print attached files with customer reports
  • Auto-includes to add items automatically into quote workings
  • Quote Mark-ups by profit %, value-added % and fixed unit prices
  • Enhanced click charge support for digital presses
  • Press list enhancements in quote sections
  • Optional extras in quote workings
  • Enhanced Job-type control of quote behaviour
  • Departmental order status window with job cost activity history
  • Central management of change orders
  • Automated proof response
  • Proof note reminder emails
  • Multi-drop delivery addresses in orders
  • Delivery wizard to deliver multiple jobs in batches
  • Create sales invoices from Delivery notes
  • Order Requisition for automated creation of Purchase Orders
  • Stock issue notes replaced by delivery notes
  • Order acknowledgement for product orders
  • New RDC features: print job sheets, outwork batches, change orders, delivery wizard
  • Significant AccuraOnline enhancements
  • Full Windows Compatibility with Vista, Windows 7, and 64-bit

 

Australian customers on support contract are reminded that they are entitled to this upgrade for free! Contact Idealsolution for more information on this new release.