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April 2026 Updates

Ver 1.0.73

Bank Import Enhancements

You now can download Bank Profiles from the Master DB. Note the Process for adding new Bank Profiles is as follows: 

  • Create a bank_parser_… function.
  • Upload the new Bank Profile to the Master DB, including notes on how it works.
  • The newly created Bank Profile is immediately available for download.

Guidelines for bank_parser_… function:

  • The function should verify the Bank Account number – it must be contained in the linked Bank Account’s Lookup field. If verification fails, return an error message.
  • If the export file contains a unique ID (e.g. FITID in FNB .ofx file), this value is saved to the bank_id field and it is used to check for duplicate transactions in the bank_items table. The function must set the Start Date and the End Date.
  • If the export file does not contain a unique ID, the bank_id field should be left blank, only transactions that are dated on or after the Start Date must be imported and the function must set the End Date.

Functionality has been added to return an error message from the bank_parser function.

Bank Items are now directly linked to the Transaction Header table using field trans_header.bank_item_id. (Previously a link table was used).

Transaction Enhancements

List View > Batch Update functionality has been added for the Transaction Reference. 

A Transaction Setting > Enable Entities has been added. This setting allows you to select Registered (default), Branches or Tills (PoS). You can only select Entities that are nested under a Registered Entity – directly or indirectly, because the parent Registered Entity is automatically assigned from the selected Entity for accounting.

Note: This setting replaces General Setting > General > Enable Entities.

Proposals: The Price fields display the default Sell Price in Transaction Currency.

Point of Sale (New Functionality)

Timekeeping: The following Types have been added:

  • Clock In: Used in Point of Sale (PoS)
  • Sign In: Used in PoS

Entities: A new Type has been added:

  • Till (PoS) – Identifies individual Tills used in PoS. Multiple Tills can be added to a Department or to a Registered Entity.

The PoS features are for Retail Environments and manage the following:

  • Till Sessions
  • Cash movements and checks
  • Staff Clock In/Out: Time and Attendance, linked to a Till Session.
  • Staff Sign In/Out: When a User logs in to create or update a Transaction

When a Till Session is opened, all the Clock In and Sign In Timekeeping records as well as Transactions are automatically linked to the Session. Links are established using the pos_session_id field in the Timekeeping and the Transaction Header tables.

You can exit a Till Session by restarting the application. To resume the open session, you can click the Sign Out (PoS) button.

Setting Up

Menu: Navigate to Main Menu > Setup > Menu and add the Fixed Menu Item, Sign Out (PoS) to the PoS Menu Template.

Entities: Create Till (PoS) records for each till (cash register) in the company – these entities must link directly or indirectly (e.g. through a Branch) to a Registered Entity.

Transactions: All Transactions linked to a PoS session must contain the following setting:

  • Enable Entities = Tills (PoS)

PoS Setup Module: Navigate to Main Menu > Setup > Point of Sale (PoS). This module provides access to the PoS General Settings, Session Statuses and the Users’ PIN numbers.

  • Settings – General Settings
    • Denominations: Used for counting cash. Consists of a comma separated list (e.g. 1000, 500, 100, 50, 20, 10, 5, 2, 1, 0.5, 0.2).
    • Sales Accounts: Select the Sales Accounts using a Dual List. This setting is used in the PoS Dashboard.
    • Cash Accounts: Select the Cash Accounts using a Dual List. This setting is used to calculate the Expected Cash at the end of a POS Session.
  • Users
    • All Users must be linked to a Contact.
    • PIN No.: To support a Code 39 barcode, the Pin No. should only contain Numeric (0-9) and Alpha (CAPS only) characters. A 16-digit pin number can be generated by right clicking a User and clicking Generate PIN No. on the context menu. This feature will be changed to generate a 12-digit pin.
  • Status
    • This Status list is used for PoS Sessions. There are Default Statuses: Pending, Open (Default = Open), Closed (Default = Closed), Cancelled.
  • User Access
    • Click Menu > User Access
      • View: None, Admin, User – Admin can change Status on a PoS Session
      • New: Allows you to create a Till Session

PoS – Edit Form

Dashboard

  • Used to log in / sign in and
  • Displays a dashboard of information regarding the active Session

PoS Session

  • Displays the Session information
  • Cash Open and Close

Bank

  • Displays all the transaction Items linked to a Bank Account and linked to the Session.

Transactions

  • Displays all the Transactions linked to the Session.

PoS – Open Application

Sign Out (PoS) – This is a fixed Menu Item that needs to be added to a Menu template. It is used for:

  • Signing out: After transacting.
  • Opening the PoS: After first login or after the application restarts. 

PoS – How to Open a Till Session

  1. Log into the application and click the Sign Out (PoS) menu item.
  2. Select a Till (Tills are created in Entities, must be Active and linked to a Registered Entity).
  3. Count the opening Cash using the Denomination fields.
  4. Click Done (button) to complete the process. Clicking this button locks the Opening Cash Count.

PoS – How to Close a Till Session

  1. Click the Till button to open the Till Session form.
  2. Count the closing Cash using the Denomination fields.
  3. Click the Done button to complete the process.

PoS – How to continue a Till Session after an App Restart.

  1. Log into the application and click the Sign Out (PoS) menu item.
  2. Enter or Scan your Pin No. and click the Restore button.

The application locates and opens the active till session to which the current user is clocked in.

Note: The Delete option is only available when the Session is in a Pending Status and you have Delete access.

Fixes

  • Transaction – Allocations: Users are now only prompted to update Transaction amount to Allocated Amount if you are on a Customer Credit transaction (e.g. Customer Receipt) or a Supplier Debit transaction (e.g. Supplier Payment) to prevent Invoice amounts being changed.
  • Items: Data Tags have been hidden on Item Notes: The Document Designer feature is paused for now in favour of using Reportbuilder Templates to output Proposals. 
  • Fixed: Contacts > Notes: The Trans No/Ser No. now prefixes the Note when viewing linked Notes from a Contact.
  • Fixed: The Delivery Address was not copied when a transaction was copied.
  • Fixed: Estimating > Update from Setups: ‘Services’ has been renamed to ‘Tasks’.
  • Fixed: The Transactions > Add Items Search did not support a partial search on the Item Description and Code.
  • User Updated and Date Updated fields have been added to the Users table.

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