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July 2026 Updates

Ver 1.0.89

Enhancements

Items > Pricing: The Status list was updated to the fixed list used in other modules (Ids based on Status.GroupIDs):

  • 0 – Pending
  • 1 – Active
  • 3 – Cancelled

Note: Only Active Prices can be used in Transactions.

Assets: An Other type has been added to record Assets that don’t require the Vehicles or Equipment attribute sets. Tip: Use Other if you are simply managing an Asset Register with depreciation. Vehicles and Equipment types should be used if you are selling and managing serialised Equipment or Vehicles.

PoS: The Closed Date/User is now only set the first time a PoS Session is set to Closed. Further Status changes, for instance to fix something, will not update the Closed Date and User.

Transactions Enhancements

The following Transaction Setting has been updated to include Costings (CST):

  • Convert Assembly (ASM) / Costing (CST) Items to Estimates

Changelog Enhancements

Changelogs were added to the following modules:

  • Status (Setup): A user_id_modified field was added to make this work.
  • Point of Sale: Header fields and Cash Counts. 
  • User Access Settings
  • Users Module

Attributes Enhancements

Some of these enhancements will only be finalised in the next version like the Attribute menu item in the Setup menu.

The Attribute functionality currently in Items, Assets, Contacts was reworked to be a universal feature that now extends to the following modules:

A Key (name) column has been added to attributes (instead of a key ID) to simplify working with attributes in the Form Designer.

Setup

The Attributes Setup dialog can be opened from Main Menu > Setup or from the Menu button in modules where attributes are used.

  • Layout: The setup window contains a list of Attribute Sets on the left and the corresponding Attribute Items on the right.
  • A Module filter is provided with an option for All. When a new Attribute Set is added, the module is assigned from the filter. (If not All.)
  • The System checkbox allows you to view System attributes in read-only mode – useful to see what the Key values are when you create a custom Action or Report.

Sets Fields 

  • Type – Applicable to System Attribute Sets only. Used for

Item fields

  • Keys
  • Caption
  • Editor
  • Lookups
  • Lookup SQL
  • Values: Allows you to set a default Value

Attributes that are converted by the Ver 1.0.89 Upgrade Script:

  • Items: Fixed Attribute sets used in Estimating
  • Contacts: Fixed and Custom Attributes for Customers, Suppliers & Staff
  • Assets: Fixed Attributes for Financial, Equipment, Vehicles

Transactions

  • Attributes can be viewed/updated in a Transaction: Menu > View/Edit Attributes.

Service types

  • Attributes can be viewed/updated in a Service transaction: Menu > View/Edit Attributes.

Data Pipelines for Attributes

Note: Separate fields are created for each attribute using the Attribute name.

  • trans_attributes: Attributes linked to transaction.
  • trans_company_attributes: Attributes linked to the Customer/Supplier on a transaction.
  • trans_project_attributes: Attributes linked to the Service transaction that is linked to the Transaction.
  • project_attributes: Attributes linked to the Service transaction.
  • project_company_attributes: Attributes linked to the Customer/Supplier on a service transaction.

Ver 1.0.88

Enhancements

Items > Price Lists: The Setup functionality for Price Lists were added and will be expanded in the next upgrade. 

  • Menu (button) > Edit Price Lists.
  • Items > Prices (Tab): You can add Price-List prices.
  • Price Lists can be linked in the Customer Attribute set and Batch Updated in the Customers List View > Accounting View.

Withholding Tax: The following fields in the trans_header data pipeline were updated:

  • wht_amount
    • Invoice: Sum of WHT Amount in the Items
    • Payment: Sum of WHT Amount in Invoice Items allocated to the payment.
  • wht_amount_text – Changed to Thai language (where applicable).

Transaction Types: A Warning for a Copy Rule error was added: Execution by trigger doesn’t have a Trigger Status assigned.

Estimating Enhancements

An Estimating (Printing) attribute set was added for Items. This set is used for Printing processes that use Plates and can be added to Tasks or Costings. It contains the following Items:

  • Run Type – Information only: Select from:
    • 0 – Sheetwork
    • 1 – Work & Turn
    • 2 – Perfecting
  • Plate Qty – Enter the number of Plates to execute the Task or Costing once on a Part (e.g. printing CMYK one side only requires 4 plates).

A new Qty Type was added:

  • Plate Qty – It calculates the number of Plates required for Services linked to a Part using the Estimating (Printing) attribute as described above. Calculation:
    • Linked to a Part: Plate Qty x Part Qty
    • Not linked to a Part: Plate Qty

Point of Sale (PoS) Enhancements

  • A warning is displayed if you click the Done button and the cash does not balance.
  • An Updated by column was added to the PoS Module’s List View.

Fixes

  • Fixed: When a PoS session status was moved up (Past the Default = Closed), the Date/User Closed fields were cleared.
  • Fixed: Changes to the PoS Settings were not updating the Updated by column on the User Access Settings.
  • The Status.default_id values were standardised across all modules.
  • Fixed: When the Done button was clicked while the Status was not in an Inventory Status, an error message was returned even when the Done button would resolve the Issue (i.e. move the transaction to an Inventory Status).
  • Fixed: Online Library – an error was returned when importing if you selected Categories = All.
  • Fixed: Items > A number of numeric columns in the costing > Routing grid view were not formatting numbers correctly.
  • Pos Settings: btnEdit caption renamed to Add/Edit.

Ver 1.0.87

Enhancements

Accounting – Chart of Accounts: The Default column was updated with the following options:

  • Accrual (VAT Exc): Previously ‘Accrual’. The VAT Exc Amount is assigned.
  • Accrual (VAT Inc): The VAT Inc Amount is assigned.

Custom Reports: Charting functionality was added. Simply update the following columns in the field editor:

  • Chart Category: Select a column that drives the vertical axis (e.g. Amount).
  • Chart Series: Select multiple columns (e.g. Rep, Customer, Period).

If the Chart Settings was populated, a Chart tab appears when the Report is generated.

Dashboard: The existing Dashboard functionality was removed in favour of using Custom Reports with companion charts. Custom Reports can be assigned to a User’s Mobile Dashboard using the following setting: Dashboard (Select from Custom Reports)

Note: Mobile App still in development.

Transactions Enhancements

The following fields were added to the trans_customer and trans_supplier data pipeline (For WHT certificate):

  • physical_address_flat
  • delivery_address_flat 

The following fields were added to trans_header (For WHT Certificates from Payment Transactions):

  • wht_amount – sum of WHT item totals in the transaction
  • wht_amount_text – as above, but in text

Custom Actions (New Module)

This module adds custom functionality that complements the existing functionality. Typically, you can use it to execute several manual processes into one Action.

Custom Actions can be used in the following modules:

  • Transactions
  • Service Types
  • Custom Reports
  • Global: Actions that are not linked to any module that work without any input parameters and are actioned from the Main Menu. Examples:
    • Generate Commission Invoices
    • Generate Tax Invoices from PoS Invoices 

How Actions Work

  • Actions consist of an ordered list of items that are executed in sequence. 
  • Each Item contains SQL that is run on the database and optionally returns a Note. 
  • If a Note is returned, it is displayed as a message to Users. 
  • The Input variables that can be used in the SQL are determined by the module the Action is linked to. 
  • Multiple Items, including duplicate Items (e.g. Multiple Error Messages) can be linked to an Action. 
  • User Access is explicitly assigned to each Action.
  • Actions use a fixed Status list – 0-Pending, 1-Active, 3-Cancelled. Only Active Actions may be executed.

How to set up an Action

  • Navigate to Main Menu > Setup > Actions to open the Actions Setup Module.
  • The Setup Module consists of List and Edit Views.

List View

  • Displays a list of Actions.
  • Data Filter: Type, Module, Status (group).
  • Click New > Select the Type which cannot be changed afterwards.
  • Menu
    • Edit User Access: Assigned using a Dual List
    • Export (.sql): Exports the Insert SQL which you can execute on another database (allows you to copy Actions across databases).
    • Copy, Edit, Delete
  • Menu (button) 
    • Save/Restore Layout
  • Actions 
    • Import (.sql): Used to import Actions using the exported .SSQL files)

Edit View

  • Actions Button
    • View/Edit Note – Edit the Header Note
    • Export (.sql)
    • Import (.sql)
    • Copy & Delete
  • Menu Button
    • Edit User Access – for the Action
    • Save/Restore Grid
  • Header Fields
    • No: ID assigned by default
    • Type: Select on New (can’t change)
      • Transaction: Select a Transaction Type
      • Service: Select a Service Type
      • Custom Report: Select a Custom Report
      • Global: Executed from the Main Menu
    • Execute (Depends on Type)
      • Main Menu (Global Only)
      • Actions (Single): Execute from Actions button on Edit view.
      • Actions (Multi-selected): Execute from Actions button on List View.
  • Description: Used as the Caption on the Menu.
  • Note: Can be used to explain what the Action does.
  • Items Fields
    • Type 
      • Error (Message): If a Note is returned, it is displayed as an Error message and the process is terminated.
      • Warning (Message): If a Note is returned, it is displayed as a Warning message, and the user can click Ok to continue or Cancel to exit the process.
      • Confirm (Message): If a Note is returned, it is displayed as a Confirmation message and the user can click Ok to continue or Cancel to exit the process.
      • Execute SQL: This item is used to do the main task for which the Action was created. If a Note is returned, it is displayed as an Information message, for example, to confirm the result of the Action.
    • Description: For information only.
  • Items Menu
    • View/Edit Note – Item Specific Note
    • View/Edit SQL – The Template can be used to generate the boilerplate statement that exposes the required Input and Output parameters.
    • Copy
    • Delete
    • Move Up
    • Move Down

SQL Input Parameters

  • The Template button in the SQL editor can be used to generate sample SQL to show how parameters can be used.
  • Note: A Procedures tab was added to the SQL Editor – right-click to generate the Call… SQL.
  • Global
    • user_id: the active user_id is assigned.
  • Transaction 
    • trans_header_ids: a comma separated list of the selected id’s e.g. 1,2,34 OR 1.
    • user_id: the active user_id is assigned.
  • Service
    • project_ids: a comma separated list of the selected id’s e.g. 1,2,34 OR 1
    • user_id: the active user_id is assigned
  • Custom Reports
    • pk_ids: the primary key/s is assigned (first column of the report)
    • user_id: the active user_id is assigned

How Actions works in Practice

  • Transactions / Service Types
    • Single: Can be executed from Edit View > Actions (button)
    • Multi-selected: Can be executed from
      • List View > Actions (button)
      • Edit View > Actions (button)
  • Custom Reports
    • Single: Can be executed from Popup Menu.
    • Multi-selected: Can be executed from Actions button.

Fixes

  • Fixed: PoS: When you clocked out the Timekeeping record was not set to the default Stopped Status.
  • Fixed: When you moved a transaction from the Left to Right panel, the Open PoS panel would appear on the left. (Instead of the Tile Menu.)
  • Fixed: Transactions > Batch Updates: The entity__id_selected field was not being refreshed.
  • Fixed: Items > Pricing: If you viewed Sell Prices, then opened another module and returned, the filter bar would be incorrectly populated.

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