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December 2025 Updates

Ver 1.0.58

Transactions > Setup: Functionality has been added to copy Categories from another Transaction Type. The Function deletes existing Categories and adds a new list.

Fixes

Fixed: The Service Manager Data Filter has been updated to ensure it works on half FHD Screen. (Category filter has also been removed)

Fixed: The ‘Job View’ was not displayed in the Production Menu on the Edit Form of a Production Module.

Fixed: Items – The wastage percentage (W%) was not included when we calculated the Total of an Item Costing. The Adj% on the Sell Price now checks Fixed Price and (Unit) Cost Price. The Add/Edit button was not focussed when the Item Category form opened. Added double-click functionality when adding Categories to Items.

Fixed: Items > Inventory Summary – Inventory values are now set to zero if Qty is below zero.

Fixed: Estimating – the checkbox to ‘Override’ the Description is no longer displayed when it has no value.

Fixed: The functionality to move modules from right to left was not working correctly for some modules.

Fixed: Chart of Accounts – The warning was not refreshed when an Account was deleted. A Find Panel has been added to the Grid View.

Fixed: An error was returned when you multi-select and delete General Settings.

Fixed: CAA/SAA – Detailed Ledger – Negative Movement is no longer highlighted in red.

Ver 1.0.57

Fixed: Items – The Sell Price was incorrectly calculated from the Cost Price.

Ver 1.0.56

General Enhancements

Accounting – Setup Accounts – An orange warning bar is now displayed for the following:

  • Mandatory Account Defaults not assigned: VAT Control, Receivables, Payables, Retained Income, Bank.
  • Bank – A Currency has not been assigned to a Bank Account (When Multi-currency enabled)
  • Duplicates – Duplicate, Name, Code or Lookup in the same group.
  • Blank Names or Lookups.

Ledger – The Date filter now defaults to Trans Date (Previously it defaulted to Created Date)

Accounting – No VAT Transactions – The VAT and Total fields are now hidden by default on No VAT transactions that use Price = Accounting. A footer summary has been added for the Amount field instead.

Accounting – Copy Transaction – When an Accounting Transaction is copied, the Accounts are copied according to the following Rules:

  • If the Target Transaction has default Cr Account and/or Dr Account, they are assigned.
  • If the Source and Target Transactions have the same CR Type and DR Type – Accounts are copied – if they can be selected using the Accounts filter, if one has been set up.
  • If The Source and Target Transactions have the same but opposite DR Type and CR type, Dr Account is copied to Cr Account and vice versa.

Items Enhancements

Units – A Costing (checkbox) column has been added to Units, visible if the Item is Type = Assembly or Costing. Only one Unit can be set to be the Costing Unit. (Previously the Base Unit was the Costing Unit, which was not ideal in many cases). When a new Item is added, the Default Unit is set to Base and to Costing. Reminder: If you change the Base or Costing Unit on an Item, you need to Rebuild Inventory.

Sell Price – Prices are displayed in red if they are less than the linked Cost Price.

Fixes

Fixed: Items > Pricing – The Price was not updated if the Cost Price Unit was changed.

Fixed: Items > Costing – The Costing Unit was incorrectly displayed at times.

Optimisation – Transaction Types – We’ve removed the option to use Category and Status from different Transactions (Simplifies things and reduces potential for errors.)

Fixed: When a Transaction is Output, the Status is no longer changed backwards – e.g. if the Output Status = Active and the Transaction Status is Complete, the Status is no longer updated when you Output.

Fixed: When you double-clicked a Transaction Item an error message related to Estimating would be returned, even though transaction did not use Estimating.

Transactions – When ‘Price = Supplier Price’, the ‘Fixed Price’ column is now hidden by default.

Pages updated for Transaction Type changes:

Ver 1.0.55

General Enhancements

Proposals – Description has been renamed to Caption and is editable when:

  • Record is a Group
  • Record is a Root Item (does not have a parent)

Output > Export (.xlsx) has been added to all the List Views in the application.

Service Module Enhancements

An Asset filter has been added, visible if Assets are enabled in the module.

NCR – The default Status and Note has been renamed from Prevention to Corrective Action, in line with ISO 9001.

Items Enhancements

Inventory Summary – All Units – A filter for All Units has been added. When checked, the Summary includes all the Units linked to an Item. (Note: The grid is not editable when this option is selected).

Inventory Summary – Cost Price – The Inventory Value is now calculated from the Cost Price if the Inventory Unit Price is blank.

Pricing – Supplier Prices – A positive Adj% is no longer allowed – the field should be used for discounts only. Only VAT Exc. Prices are now supported (Inc is disabled). Fixed Price is only supported for Outwork (OWK) Items.

Pricing – Cost Prices – Negative values are no longer allowed in the Adj % – the field should be used to increase the Cost to allow for landing costs and foreign exchange fluctuations etc. If the Price From is blank, the Adj% field is zeroed by default. When the Unit Price or Fixed Price is updated in the grid view or from Batch Updates, the Price From field is cleared.

Pricing – The Sell Prices view has been split into:

  • Sell Prices (Materials)
  • Sell Prices (Tasks)

Note on Sell Prices: 

  • When Price From is blank, the Sell Price amount is entered and the Adj% is calculated from the linked Cost Price, if one exists.
  • When Price From = Cost Price, the Adj% is captured and the Amounts are calculated. If the linked Cost Price cascades from a Supplier Price, the Supplier cascades to the Sell Price.

Pricing – Sell Prices (Materials) – This view is used to update selling prices on all the material Item types. Materials don’t use Fixed Price – only Unit Prices are supported. 

Pricing – Sell Prices (Tasks) – This view is used to update selling prices on all the Task Item types. Fixed Price and Unit Price are supported.

An Edit Form > Dependencies tab has been added to the Items Edit Form to display a list of Costing (CST) and Assembly (ASM) items that use the Item. You can open a dependent item (right-click to open the menu or double-click) and easily navigate back with Recent functionality.

Edit Form > Pricing – GM% and Profit columns have been added to the Pricing grid view, hidden by default. Applicable to Sell Prices only.

The Category filters now allow you to select all the levels in the Category Tree view (e.g. Drinks, Drinks – Alcoholic, Drinks – Alcoholic – Beers).

Transaction Enhancements

Settings – Default – Credit Type and Default – Debit Type have been renamed to Credit Type / Debit Type as they cannot be updated on the Transaction. Bank has been removed from the Debit Types/Cr Types lookup – it was effectively a filter on the Ledger option.

New Settings – Account Lookup Filters:

  • Credit Account Filter (Enter string contained in Accounts > Lookup)
  • Debit Account Filter (Enter string contained in Accounts > Lookup)

These settings are used to filter the Debit or Credit Accounts lookup in Transactions. For instance, you may only want to list the Bank or Expense accounts. The lookup is filtered by checking if the string you entered is contained in the Accounts Lookup field. The filter is case-insensitive.

Copy Rules – The Due Date and Required Date fields are now only copied if the Source and Target transaction types differ AND they have the same caption for these fields.

Copy Rules – The Triggers are now executed by Status Group (Previously by Status. (Requires manual update after upgrade)

Add Item Lookup – the Category filter now allows you to select all the levels in the Category Tree view (e.g. Drinks, Drinks – Alcoholic, Drinks – Alcoholic – Beers).

Output (BOS Document Designer) – The Customer VAT No. and the Due Date can now be displayed in the Transaction Header band.

Estimating Enhancement (Production)

Transactions now include a new feature that allows for the conversion of an Assembly (ASM) Item into an Estimate. This process automatically generates the Bill of Materials (BoM) and Routing necessary for production.

A Transaction Item function, Convert to Estimate, will be available when Estimating is enabled on a Transaction and can be executed on Assembly (ASM) Items to convert them to Estimates. Note this menu item will not be visible if the setting below is set to Yes.

Setting > Transaction Types > Estimating > Convert Assembly (ASM) Items to Estimates – Y/N – Default = No – When Yes, ASM Items will be converted to Estimates when they are added to a Transaction.

For this model, the Estimating interface is simplified by hiding the following tabs:

  • Input
  • Pricing
  • Description

The Qty and Summary Grid Views are also hidden, but the Item Qty can be edited in the Estimate Header.

Fixes and Optimisations

Transactions – Created memory tables for lookups to improve speed when opening and refreshing a module. 

Proposals – When editing a Template, the caption has been updated to ‘Edit Proposal Template’.

Fixed: Items – Functionality to save grid in Material and Routing lookups opened from the Costing tab were not working.

Items – If an Item has a dependency on a deleted Costing/Assembly (i.e. it is in the Recycle Bin), it can now be deleted.

Cus/Sup – When a lookup list is updated (Currency, Positions, Credit Terms, Billing Methods), the lookup is now also refreshed. (Previously you had to click the Refresh button).

Fixed: Item Summary / Inventory Summary – The Location Code is now used instead of the Description.

Fixed: Ledger – Transaction View – You were not able to multi-select records to view limited summaries.

Fixed: Customers/Suppliers – The Accounts Contact in the Customer/Supplier Attribute sets was displaying blank when the record was not selected, even when a contact had been selected.

When a new Status is added, the colour now defaults to White. (Previously it defaulted to null which displayed black on transactions).

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