February 2026 Updates

Ver 1.0.67

User Access: The View setting is now highlighted in red if ‘None’. (To emphasize that you need to assign View access before you can assign any other Access).

Attachments: Functionality has been added to Paste Screenshot. The URL caption has been changed to ‘Enter URL’. The Name field has been added to the Edit Form, visible when Attachments are added for Items.

Online Library: A checkbox column has been added to clarify which records have been selected.

Transaction Enhancements

The following Transaction Type warnings have been added/updated: 

• Cost Price can only be selected with No VAT.
• Debit and Credit types cannot both be assigned to a Customer or Supplier.
• Copy rule Error: Cost Price copied to Supplier Price – this warning is no longer displayed for Copy rules that are executed from the Production module.

Stock Adjustment Transaction Enhancements

• Fixed Cost, VAT and Total (exc) columns are now hidden by default. 
• You are now only able to add Stock Items to a Stock Check. 
• You are no longer allowed to enable the Confirm Qty dialog.
• The Count Qty is now set to 0 by default. 

The following Actions have been added (Applied to all Items in the Transaction)

• Update the ‘In Stock’ Qty – The Count is not updated. The ‘In Stock’ quantity is set by Transaction Date and the Item Location.
• Set the Count Qty = ‘In Stock’ qty
• Set the Count Qty = 0

Allocation Enhancements

A Filter has been added above the Outstanding gridview so users can easily select transactions in 30, 60 90 days, etc.

A checkbox (in the indicator column) can now be used to multi-select Outstanding or Allocated transactions.

The options have been removed from the Allocate button – whatever you select will now be allocated.

When the Allocation form is closed, the following will happen:

• If the Transaction does not contain an Item, a custom item will be added and the Amount set to the Total that has been allocated.
• If the Transaction has one item and the Allocated amount differs from the Transaction amount, you will be prompted to update the Transaction amount to the Allocated Amount.
• If the transaction has multiple Items, nothing will happen.

A data pipeline, trans_allocations, has been added to show the allocated transactions on Output templates.

Contacts Enhancements

The Credential and Employment Views have been removed. (This requirement would be better resolved using a Custom Report.)

Custom Attribute Groups can now be created for use in Contacts. (Previously you could only add Custom Attributes).

Production Enhancements

When the Back button (Arrow) is clicked in the Job, Materials, Task, Outwork Views, a dropdown menu is displayed to select a View to go back to: Transactions, Jobs, Menu.

When Materials or Outwork are copied to a Purchase Order, an error is now returned if the Supplier is blank or the selected items are linked to different Suppliers. Reminder: You can edit and Batch update the Supplier field in the Materials and Outwork Views.

The Resolve transaction is now opened after you create a PO or a GI – if the Copy Rule is set to ‘Open Trans’ – previously this option was unavailable.

Items Enhancements

• Notes – the English Reference is now also translated, and the translated Reference is displayed in the Dual View.
• When you copy to another Language, the edit form is opened by default.
• The Description and Code are now displayed by default in all the Items Views in this order.
• The Customer field has been removed from Items as well as the Customer filter when adding Items to Transactions.
• A ‘General Setting > Items > Enable Qty Types’ has been added – Default = Fixed Qty, Job Qty.
• The Customer filter has been replaced by a Supplier filter.

Fixes

• Fixed: Items – You were allowed to delete the Costing Unit. The Costing Unit was not always displayed for ASM Items.
• Fixed: Transaction Types – The Settings warning was not refreshed after a setting was deleted.
• Fixed: A Transaction was set to Default=Complete when the Allocation form was closed even when a Transaction warning existed.
• Fixed: Transactions – The Category (Item) column was displaying a list of invalid Categories.
• Fixed: Ledger > Ledger view – The Opening Balance was incorrectly set to 0 if there were no transactions for the selected date period.
• Fixed: Items > Pricing View > Filter – When the Category was changed, the Price Type selected was cleared.
• Fixed: Service Types – The Timestamp in Notes was not converted to the local Time Zone. If the default Messenger App was not assigned, the detail tab would be empty.
• Service types – A splitter has been added to separate Notes and Attachments (Problem was when many attachments were added to a ticket, Notes would not be accessible.)

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Ver 1.0.66

The fixed Help menu group has been re-ordered – Knowledge Base and Email helpdesk … have been moved to the top.

Look and Feel – Grid Views – the Groups in a grid view are now displayed in blue text, to differentiate them from the data rows.

Entities – The type Location has been renamed to Stock Location.

Item Enhancements

The menu item Rebuild Inventory Report has been moved from the Menu to the Actions button in the Inventory Summary View.

Notes & Attachments can now be accessed from a new tab in the Items Edit View, instead of using the side panel module. The following fields have been added to the Notes table (for use in Items only):

• Name – This field is effectively an ID field which will be used in Proposals and Templates. You can assign the field from a lookup of generally applicable names or assign a custom name.
• Language – When a note is inserted, English is assigned. A function has been added to copy the note to any of the languages that has been assigned to the Subscriber.

When you view a Note in a foreign language (not English), you can view the original English as well as the translated text. A translate button can be used to generate a machine translation from the English.

The following fields have been added to the Attachments table (for use in Items only):

• Name – This field is effectively an ID field which will be used in Proposals and Templates. You can assign the field from a lookup of generally applicable names or assign a custom name.

Notes

• Changing the Name will break the link between original and translated notes – we allow you to change the name, remember to change it for all items.
• You are only able to copy English Notes to another Language.
• Only the first 3 lines of the Notes are visible in the grid view.
• You can multi-select and delete Notes and Attachments.
• Attachment – The default Type is now assigned as ‘Link’.
• Notes and Attachments are copied when an item is copied.

Transaction Enhancements

A Transaction Type warning has been added: Convert Assembly Items (ASM) to Estimate can only be used if Estimating is enabled.

Estimating – Production – Buttons have been added to navigate to Materials, Tasks and Outwork from the Transaction Edit View.

When the Allocation form is closed, and the Outstanding amount = 0, the Transaction is set to the Default = Complete Status. (However, the Status won’t be moved backwards.)

When a new Transaction Type is created, the Default = Complete status setting is now added by default.

The Output > Export (xlsx) has been renamed to Output > Export – you can select from xlsx, csv, html on the Save Dialog. User Access has been added: Enable Export (.csv, .xlsx, .html) – Y/N (Default = No).

A Category (Item) column has been added to the Edit View > Items Grid and to the Items View, hidden by default. This column displays the Category of the linked Item.

The Address linked to the Contact is now assigned to the Delivery Address field by default. If an address (Location) is not linked to the contact, the Default Delivery Address is assigned.

Batch Update > Resolve has been added to Edit Views and Items Views.

The Account Column Captions in Transaction Items are now updated with the Filter text, if the Transaction Setting exists. For example, if the filter text = ‘Expense’, the Account caption will be ‘Expense Account’, instead of ‘Dr Account’. Reminder: The Filter text is case-insensitive – ‘expense’, ‘Expense’ or ‘EXPENSE’ all work exactly the same.

Transaction Defaults – You are now able to set the default Dr. Account, Cr. Account, Resolve and Location for Items at a Transaction Type level. You can access the Setting from the Items Module > Menu (Button) > Settings. You are also able to set the defaults from a Transaction by right-clicking on a Transaction Item and selecting ‘Set Item defaults (Accounts, Resolve and Location)’. Note: Only Ledger Accounts can be added to Defaults; A trigger is used to ensure defaults are aligned with the Transaction Type Settings. (See tutorial.)

Stock Adjustment Transaction Enhancements

• Functionality to enter a Qty when an Item is added has been disabled for Stock Adjustment Transactions.
• The default Accounts need to be set for a positive adjustment (i.e. Qty > 0). If the Qty < 0, the Accounts are reversed on the Accounting Report but remain the same on the Transaction Item.
• The Stock Adjustment is an ideal use-case where captions like ‘Inventory Account’ and ‘Expense Account’ will be less misleading than ‘Dr Account’ and ‘Cr Account’.
• Reminder: Click Menu (button) > View Accounting to see which accounts are debited and credited.
• Documentation: Stock Adjustment Transaction Type Example, Stock Adjustment Transaction Example.

Custom Report Enhancements

• Column Headers are now hidden if a report has not been selected.
• Negative amounts are now highlighted in red.

Fixes

• Optimisation: The SQL to select Transactions has been converted to a selectable function – making it usable in Custom Reports.
• Fixed: Custom Reports: The footer summaries were not showing the same decimals as the column was showing.
• Fixed: Transaction Items View – The Batch Update for ‘Cr. Account’ on Supplier Transactions had the wrong caption ‘Dr. Account’.
• Fixed: The Make and Model Attribute lookups were showing ‘null’ when the lookup list was empty.
• Fixed: Transaction Types – Copy Rule Errors were duplicated if multiple copy rules had the same error. The Copy Rule warnings are now refreshed after a Copy Rule is deleted. The Copy Rule caption is no longer overridden if it is assigned when inserting.
• Fixed: When an ASM item was converted to an Estimate, the Unit Qty on the Estimate was not converted to the selected Transaction Unit.
• Users: The Username is now updated when you log in to the application.
• Notes and Attachments: The Attachment URL field has been changed to TEXT to allow for unusually long addresses. The Name View has been removed from the side panel module and is now only visible in Items.
• DB Monitor is no longer enabled by default – the Help > Enable DBMonitor menu item is now checked when DBMonitor is enabled. 
• When the Edit Form of a module which uses an ‘Edit’ or ‘Add/Edit’ button to enable editing is opened, the Edit / Add/Edit button should be focussed by default. This has been rectified in Entities, Suppliers, Items.
• Transaction Date – Input can now be done by typing ddmm without / or -.
• Service Types – the following settings have been renamed:
  • Disable Status (Change with Note) 
  • Disable Assign To (Change with Note)

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Ver 1.0.65

Ledger – the Outstanding Column has been added to the Transaction View.

Transaction Types – The Resolve setting has been added to the List View.

Transaction Enhancements

Edit View – Batch Update functionality has been added for Location, Dr Account and Cr Account.

Transactions – A default = Complete option has been added to the Header Status. This setting can be used to enable a Done button in the Transaction Edit View – clicking the Done button sets the Status to the Default = Complete Status.

A Transactions Setting > Inventory > Update Supplier Prices on linked Items (Y/N Default = N) has been added. When Y, the Supplier price will be updated when the Status is moved to a Group = Complete Status. The Supplier Price is matched on Supplier, Unit and Currency. 

Stock Transaction Enhancements

Stock Adjustments – A Transaction Setting > Inventory > Enable Stock Adjustment (Y/N – Default = N) has been added to identify the Transaction that is used to count and adjust Stock. (Previously we used a Resolve Setting = Adjust – this has been removed and you don’t need to add a Resolve Setting for the Stock Adjustment transaction). The following columns are enabled / modified on a Stock Adjustment transaction:

• In Stock – The Stock Quantity as at the end of the day of the Transaction Date.
• Count Qty – Default = Stock Qty – This column can be updated with the actual quantity that is counted.
• Qty – not editable and is set by Count Qty – In Stock.

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