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April 2026 Updates

Ver 1.0.78

PoS Enhancements

  • The Clock Out Note form was updated to make it smaller and neater.
  • Users: The Admin checkbox has been changed to Role with a lookup list with the following options:
    • Admin: Same as before, can access all application settings.
    • User: Same as before when Admin was off.
    • PoS User: Same as User except that you may only transact inside a PoS Session. When a PoS User logs into the application, they only see one Tile Menu Item: Open PoS

Transaction Enhancements

  • Transactions: The header Assign To field has been added to the Items View.

Fixes

  • Fixed: PoS: The User in the main app was not updated when you Sign In from the PoS Dashboard. You are no longer able to open a PoS session if a till has not been selected.
  • Fixed: CAA/SAA: If negative amounts were used on Customer or Supplier transactions, the unallocated amounts were not calculated correctly.

Ver 1.0.77

Enhancements

Transactions: the following columns have been added to the Items grid in the Edit View, hidden by default:

  • Qty (From): The Qty in the Item from which the transaction was copied. 
  • Qty (Var): The difference between Qty and Qty (From).

PoS

Settings Enhancements

A red warning bar has been added. Warnings: 

  • Contacts are linked to multiple Users: The duplicate contacts are also highlighted in red.
  • Required Settings are blank: Blank settings are listed.
  • The PoS Status list is empty.

Dashboard Enhancements

  • A Caption has been added to the Login form to confirm which action has been executed (e.g. Clock In/Out or Create a new Sales).
  • The Transaction menu group caption has been renamed to Create Transaction.
    • Note: If you attempt to create a transaction that you don’t have access to, you will need to Sign Out to get back to the Dashboard.
  • An Open Transaction menu item has been added to the Transfers grid and is enabled for Transfer Issues from the PoS Session location only.
  • Transactions are now excluded from the Create Transaction tile menu group if one of the following conditions are true:
    • New Access is disabled for all Users
    • Enable Adding Items = None
    • Enable Transfer Receive = True
  • Clock Out – Users are now prompted to add a Note when they clock out. Timekeeping Notes are displayed in the Dashboard > Users grid.
  • When a PoS Session is Closed, the application is now closed to prevent the application from having to check for a different PoS session every time a user signs in. 
  • When you’re in a PoS Session, the application no longer checks the Master DB for other logins which dramatically improves performance.

Ver 1.0.76

Enhancements

  • Inventory Transfer Transactions: The Entity on these transactions is now set automatically from the selected Locations. 
  • Transactions – Add Items: The Barcode field linked to Prices is now included in the search – this allows you to add Items using a Barcode scanner.
  • Entities: The Entity Type has been suffixed to the Parent Entity lookup (e.g. Cape Town (Branch)).
  • Customer Age Analysis > Transactions: Filters have been added for Outstanding and Totals: All/Debit/Credit. Trans Type and No. columns have been added as an alternative to the Trans No. column, making it possible to group by transaction.
  • Custom Reports: Output functionality has been updated so that templates link to a Report and not to Custom Reports.

PoS Enhancements

Settings

  • The General Setting > Default Customer has been moved from General Settings to the PoS setup form, and it is only applied to transactions where Entity = Till.

Dashboard

  • When you Open PoS, the app now checks that the PoS Status and other settings have been added.
  • Login: Previously you entered your PIN and then selected an Action, now you first select an Action and then a modal form pops up for you to enter your pin and sign-in. This makes it easier to, for instance, scan a barcode to log in.
  • When you open a PoS session, the selected Till is now saved to the computer’s Registry and automatically assigned the next time a PoS session is opened. The Till that is saved to the registry is now also used to restore an open session after an App restart.
  • The PoS Session No, Till and Location are now displayed at the top of the PoS form in the module caption font. Format – PoS No. 233 – TillName – StockLocationName (Note: if the TillName is the same as the StockLocationName, the StockLocationName is not displayed.
  • Active Transfers from the PoS Session location are now also displayed in the Dashboard. The Due Date is now also displayed.
  • Bank/Transactions tabs: User and @ (Time updated) columns have been added. A popup menu has been added with the following actions:
    • Open Transaction: Users will be prompted to Sign In.
    • Collapse
    • Expand

A Tile Menu has been added to display all the available Actions and Transactions that use Entity = Till (Excluding the Transfer Receive Transaction). When a Transaction menu item is clicked, the following steps are executed: 

  • User is prompted to Sign-in
  • The PoS Dashboard is closed.
  • The User Settings are updated.
  • User Access for the transaction is checked, and an error message is returned if the user does not have access.
  • The transaction is opened (if not already open).
  • A new transaction is created and opened.

PoS Module

  • You can now open the PoS Edit form in the PoS Module which is the same form as you open on the Dashboard.

Fixes

  • Fixed: The ‘Default: ‘prefix has been removed from General Settings > Default: Messaging App.
  • Fixed: CAA: The tag [contact_acc], used in the email body, was not working.
  • Fixed: Assets: you were able to delete a Status that was in use.

Ver 1.0.75

  • Fixed: An error was returned when the Service Manager was opened.
  • Fixed: When a Supplier Price transaction using VAT Inclusive pricing was copied to a No VAT transaction, the VAT inclusive price was copied instead of the VAT exclusive price.

Ver 1.0.74

Bank Import – Transaction Setting > Update Bank: Select None (default), Debit, Credit, Both. This setting is used to determine which Transaction types can be used in a Bank Import. For example, if the Transaction Debits bank, it can be used where the Bank amount is positive and vice versa. 

Custom Reports – Output functionality has been added. Pipelines:

  • Report_rec – outputs the selected record.
  • Report_all – outputs all the records in a report.

Transactions – Output: The following Data Pipelines have been added:

  • trans_entity_selected – displays fields from the selected Entity which could be a Branch or a Till.
  • trans_items_from – transaction Items linked to the Header ‘From’ Transaction
  • trans_entity_selected – fields from the selected Entity – e.g. Branch or Till
  • trans_header – fields added: entity, entity_registered

Entities Enhancements

  • Types: Division and Region have been removed. 
  • The new hierarchy is Registered > Branch > Department > Till/Cost Centre/Stock Location.
  • Colour Icons have been added to the Tree view to indicate the Types.
  • Entities are no longer allowed to nest under Cost Centre, Stock Location or Till
  • The Output tab is now available to Branches and Tills.

Inventory Transfer Enhancements

Transaction Settings:

  • Inventory > Enable Transfer Issue: Enables the From/To fields in the Transaction header and assigns the From location to Items. 
  • Inventory > Enable Transfer Receive: Enables the From/To fields in the Transaction header (read-only) and assigns the To location to Items. 

Notes

  • You can only add Items to the Issue Transaction if:
    • Both the From and To locations have been added
    • Items are set to Fixed Location and both locations have been added to the Item or Items are set to All Locations
  • You cannot add items to a Receive Transaction.

Pages updated: Transaction Examples – Inventory, Setup Example – Transfer Issued, Setup Example – Transfer Received

PoS Enhancements

When you log into the application, the Sign Out (PoS) button caption will change to Open PoS – When PoS is opened, the caption will revert to Sign Out (PoS)

When PoS is opened the first time, only the Open/Restore button is displayed. (Reminder, the Restore functionality will open the last Open (Status = Open) Pos Session where the user has clocked into. If an Open Session is not found, the User is prompted to Open a Session).

User PIN – The Default PIN is now set to 12 characters – so Code 39 barcode can fit on ID card 55x85mm.

When the Till is opened, the default Stock Location is set to the first Location with the same parent as the Till (i.e. You should only have 1x Location for each Till).

You can now only add items to transactions if they are set to Fixed Location and the default till location has been added to the Item or Items are set to All Locations. 

You cannot edit the Location in Transaction Items.

When the PoS is opened, you are now warned about incomplete settings (e.g. Timekeeping Statuses have not been added). You can now edit Timekeeping Statuses from the PoS Setup form.

The Cash Short/Over Warnings have been removed from the red bar in favour of highlighting the variance fields. The Expected Cash is updated when the PoS Session is saved or Refreshed.

A General Setting has been added to the Pos Setup – Default Customer – (Select from Customers). This setting can be used if most of the customers are unknown Cash Accounts. The Customer will be assigned by default to all Customer transactions in the PoS Session.

The Status Bar now displays the Till name next to the Company Name: CompanyName – TillName

Dashboard

Users: All the Users that have clocked into the Pos Session are displayed. The start time is selected from the first clock in record and the closing time from the last clock in record. The Sales column includes Credits and Debits to the Sales Accounts. The following columns have been added/updated:

  • Hrs (C): Hours Clocked In
  • Hrs (S): Hours Signed In

Transfers: The Dashboard now displays a list of Stock Transfers that are in transit. Right click a transaction to Receive the items. (This action will execute the Copy Rule from the Transfer Issue to the Transfer Receive transaction, Sign the user in and open the Receive Transaction for editing.)

Tech note

The pos_session_id field has been added to the Accounting Report table (trans_accounting_report) for easy reporting.

Point of Sale (PoS) – New Module

The PoS module is a backend module where you can view all the current and historic PoS Sessions.

The PoS Module can be added to the Menu in Setup > Menu.

Data Filter

Date (Default = Today), Entity (Till (PoS) Entities), Status

Grid View Columns

  • Status
  • Session No.
  • Date: The Opening Date
  • Opened + By: Time and User
  • Closing + By: Time and User
  • Sales – Total Sales exc. VAT
  • Variance (Open): Cash Variance on Open
  • Variance (Close): Cash Variance on Close

Menu (Button)

  • Views
    • Default: Lists the PoS Sessions
    • Users: Lists all the Users – same fields that are displayed on the PoS Edit form.
  • Settings
  • Save/Restore Grid

Fixes

  • Fixed: The Production Transaction > Materials/Outwork Views were not showing the linked GI / PO No. (Resolved column)
  • Fixed: PoS – Bank (tab) – Only Cash transactions were displayed.
  • Fixed: PoS Setup – Inactive Users were displayed.
  • Fixed: PoS – The Sign in did not set the new Timekeeping record to ‘Started’
  • Fixed: The Registered Entity was in some cases not set from the Selected Till Entity (Which would exclude it from accounting). The upgrade script updates all the blank Registered Entities.
  • Fixed: An error was returned when you updated a Bank Recon transaction.
  • Fixed: Estimating: The Edit Format for W% was not applied. Estimate Type – you were able to select Item Categories which had child items.
  • Fixed: Service types: The Project Tasks grid was not Saved/Restored.
  • PoS messages have been updated to fix grammar errors.
  • The caption for the PoS Setting > Denominations has been updated.

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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