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March 2026 Updates

Ver 1.0.72

Transaction Enhancements

Entities: A General Setting > General > Enable Entities has been added. Select Registered or Branch. This setting determines which Entity Type you can select on a transaction. If you select Branch, the parent Registered entity is also assigned to the transaction for accounting purposes. 

The following Data Pipelines have been added to Transactions

  • trans_item_attachments
  • trans_item_notes

The following Data Pipelines have been added for Proposals

  • proposal_items_attachments
  • proposal_items
  • proposal_root_items_attachments
  • proposal_root_items_notes
  • proposal_items_notes
  • proposal_selected_items_attachments
  • proposal_selected_items
  • proposal_selected_items_notes
  • proposal_root_item_attributes
  • proposal_root_item
  • proposal_items_attributes
  • proposal_selected_items_attributes

Bank Module (New)

The Bank module can be used for:

  • Importing Bank Accounts
  • Reconciling Bank Accounts (When files are not available to import.)

Bank Profiles

This module can be accessed from Setup > Accounting > Bank Profiles (Tab) and is used to set up the import method for various banks  and formats. Supported formats include .ofx, .csv and .txt.

A Postgres function is used to parse the bank files and update the Bank Import table. The function must be created according to the following format: 

  • Name = bank_parser_[file_extension][bank_name]: The lookup searches for functions starting with bank_parser_
  • Input Parameter = (bank_header_id integer)

Bank

A Bank transaction consists of a Header and Transactions.

Setup: You must add a Status list for the Bank Header and for the Bank Items

List View

Filters: Date (Bank and Updated), Account, Status

Edit View

The Header contains the following fields:

  • Status & Status Note
  • Type: Import or Reconciliation which cannot be updated.
  • Account no.: Cannot be changed if a file has been uploaded.
  • Start Date: Automatically set to the last Bank transaction End date + 1.
  • End Date: Automatically set when importing. 
  • Note
  • Bank: The bank balance as at the End Date.
  • Ledger: The ledger balance as at the End Date.
  • Variance: The difference between the Bank and the Ledger balances.

The Transactions grid view contains the following fields:

  • Status
  • Date
  • Description 
  • Amount 
  • Trans No. 

How to create a Bank Import

  • Click the New Button
  • Select a Bank Account 
  • The Start Date will automatically be set from the last End Date
  • Select Actions > Import and select the File. 
  • The File will be uploaded and the Bank Transactions will be generated.

How to create Transactions from a Bank Import

  • Check the Synchronise Ledger checkbox
  • Select a Transaction and double-click the applicable Transaction Type (or click the Create button) to create a Transaction.
  • Click the Update button to change the Transaction Type – an error will be returned if the Transaction is in a read-only Status.

Note: You can create multiple Ledger Transactions from one Bank Transaction.

How to create a Bank Reconciliation

  • Click the New Button
  • Select a Bank Account 
  • The Start Date will automatically be set from the last End Date
  • Select Actions > Import/Update Transactions – this will import all the Ledger Transactions linked to the selected Bank account.

Fixes

  • The Unit Price in Items (Supplier, Cost and Sell), now supports 4 decimals.
  • Entities > Edit view: a warning is displayed if you don’t have Edit Access to Assets

Ver 1.0.71

Items – Status: A Default = New Item has been added. (Previously the Pending Status was assigned to new Items.)

Proposal Enhancements

You can now open the linked Document Template from the Proposal Template.

You can only select base (English) Items in a Proposal. The Item field now also displays the Description – format ‘Description (Code)’

The ‘Band’ column has been renamed to ‘Group’. You can select from a Distinct list of Groups in the linked Document.

Document Designer Enhancements

  • An Action to ‘Reset Sort Order’ has been added to fix the sort order of Groups and Bands in case of corruption.
  • Image Band > Image > ‘Placement’ has been renamed to ‘Alignment’
  • Group functionality has been added. Bands must now be contained in a Group. Nesting only supports two Levels – Groups > Bands.
  • Groups are explicitly ordered and can be moved up or down using menu or drag and drop. Groups can also be copied.
  • Groups can have the same Name – this is useful when multiple Groups need to extract data from the same Proposal Item.
  • Bands can be added to a Group by right-clicking on a group or any item within a group and selecting the Band type.
  • Bands are explicitly sorted within a Group. Bands can be moved between Groups using Drag and Drop.
  • The Layout Attributes have been moved to Groups except for Columns and Column Gap settings.
  • A Document can only contain one Header Group and one Footer Group per page as per the Layout > Show attribute.
  • If a Document only has one Page, the First Page Header and the Last Page Footer is used.
  • A warning is displayed if there is a conflict between headers and footers (e.g. two headers are both set to appear on the first page).

Group Types

  • Header – Displayed at the top of a Page – max 1 per page
  • Footer – Displayed at the bottom of a Page – max 1 per page
  • Body – Displays between headers and footers

Attributes – Header & Footer Groups

  • Layout
    • Show (Lookup) (For Headers and Footers only)
      • All Pages
      • First Page
      • Last Page
      • All excluding First Page
      • All excluding Last Page
      • All excluding First and Last Page

Attributes – Body Group

  • Layout
    • Start New Page
    • Keep Together

New Bands

  • Group Caption – Works the same as a Caption band but only displays once. The caption is repeated if the Groups run into multiple pages.

Attributes that have been removed from Bands

  • Caption – Layout
  • Image – Layout
  • Attributes – Layout
  • Line – Layout
  • Text – Layout – All Except Columns and Column Gap
  • Image – Layout – All except Column Gap
  • Transaction… – Layout

For existing templates, the V1.0.71 upgrade script adds all the current Bands into a single Header Group. You must manually add additional Groups and move Bands into those groups.

Document Designer: Reference, Tutorials

Fixes

  • Fixed: Sundry refresh/backend problems on the Online Library.
  • SAA/CAA: The Unallocated value was not calculated correctly for negative amounts on transactions. It was fixed on the Accounting Report as follows: Previously negative amounts were converted to positive amounts by switching Dr and Cr. Now the amounts are added exactly as they are on the transaction.
  • SAA: Negative Unallocated amounts are now displayed in a red font.

Ver 1.0.70

Enhancements

Attachments: The Date fields (Expiry, Issued, etc) are now hidden by default and can be turned on by clicking Actions (button) > Show Dates.

Email: Functionality has been added to add Attachments to the Email body by selecting from all the Links and Attachments in the Transaction Flow that are linked to Items in the Transaction. The [attachments] tag will be replaced with links to the Attachments. Click the dropdown arrow on the Attachment button to upload attachments from your device.

Online Library Enhancements

The Online Library has been updated to import translations of Items that match the languages on the target database.

You can now Import Proposals: All the Items linked to the Proposal must be imported before you can import a Proposal. The Document Template linked to the Proposal is also imported.

Document Designer Enhancements

A Description field has been added to the Bands to identify what the band is used for.

You are now able to Hide a Band (Uncheck the Hide column) to simplify testing.

A Test – TransID attribute has been added to Data Binding of Text bands – for testing the Data Tags in the Text.

Document Designer: Reference, Tutorials

The following data tags have been added:

  • item_sell_price_exc_vat: Displays the first VAT exclusive Sell Price that matches the Transaction Currency.
  • item_sell_price_inc_vat: Displays the first VAT inclusive Sell Price that matches the Transaction Currency.
  • item_sell_price_vat: Displays the first VAT on the Sell Price that matches the Transaction Currency.

Fixes

  • Fixed: The Transaction > Add Items > Confirm Qty dialog was generating scroll bars if the Description was too long. (The Description is now wrapped.)
  • Items: The order of the New (button) on the menu has been re-ordered to Tasks > Task, Outwork, Costing.
  • Estimating > Cost Summary: The ‘Services’ caption has been renamed to ‘Tasks’.

Ver 1.0.69

Enhancements

Online Library:

  • Has been upgraded to support importing translated Items.
  • Only the Languages that are assigned to the Subscriber are imported from the library.
  • Only the Base (English) items can be selected in the Library.

Financial Reports: The Debit and Credit Columns in the Statement of Profit/Loss and Statement of Financial Position are now hidden by default.

Contacts > Attribute Setups:

Timekeeping: An Hourly Cost Attribute has been added to the Contacts > Staff Attribute set. This value is now assigned to Timekeeping records.

Transaction Enhancements

Estimates: If only one Estimate Type exists, the Estimate button creates the estimate without using a dropdown menu.

A Reset button has been added to the Items lookup dialog.

The following redundant Transaction Type Settings have been removed. (The Copy Rules effectively provide this functionality):

  • Production > Enable for Purchase Orders
  • Production > Enable for Goods Issued

When the Price = Accounting:

  • Only Items which have a Cost Price can be selected (Changed from Sell Price).
  • Functionality to edit quantity when you add items is disabled.
  • Note: The Accounting Price model uses the Fixed Price column which is renamed to Amount. When an Item is added, the Fixed Cost on the Item is added to the Amount. If the Fixed Cost on the Item is empty, the Unit Cost is added to the Amount. You can set up Accounting Items using the default Unit Cost or the Fixed Cost. (Tutorial)

The following Transaction Type Warnings have been added:

  • The Company needs to be enabled if the Dr Type or Cr Type is set to Customer or Supplier.

Items Enhancements

Translate (button): The languages that have already been translated are now displayed in Bold on the dropdown menu. 

Translate (button): When you click a language that has not been translated, the copied item is now translated by default.

An Action to Update Attributes in Items has been added to the Attribute Setup form. This action updates Items where the selected Attribute group has been assigned.

Notes: You can add Data Tags1 in a Note, for use in a Document linked to a Proposal. Data Tags extract values from the Item or from the Transaction.

Document Designer Enhancements

Caption (Band) > Data Field: Transaction Type – Description has been added.

Functionality has been added to Copy a Band – right-click > Copy

An editable lookup list has been added to the Attachment (Name) and the Note (Name) fields – the same lookup that is used in the Items module.

You are now able to add Data Tags to the following Bands:

  • Caption: The Data Field setting has therefore been removed.
  • Text: Text. Content only
  • Image & Text: Text. Content Only

Note: The Data Tags can be added to the Notes text in an Item, which will be copied to the Document when you Output a Proposal.

Data Binding: 

  • Item (ID) has been renamed to Test – Item (ID); 
  • Trans (ID) has been renamed to Test Trans (ID) 
  • Note. These fields are for testing in the Designer only.

Document Designer: Reference, Tutorials

Fixes

  • Proposals: The Band lookup was displaying items even when a Document had not been selected.
  • Fixed: When you Output > Email, the application would hang if the Email Body template contained an invalid tag.
  • Fixed: Entities– The New (button) dropdown was displaying ‘Location’ instead of ‘Stock Location’
  • Fixed: Transactions – You were unable to clear the Resolve in the Items Grid view.
  • Fixed: Transactions – The Delivery Address was not copied when a Transaction was copied.
  • Fixed: Transactions – The Trans No. column was not sorting numerically.
  • Fixed: When you set ‘Do not Open’ on the Copy Dialog, it didn’t close after the Transaction was copied. 
  • Fixed: Estimating – The Speed columns were not formatted – they were displaying unlimited decimals.
  • Fixed: Estimating – When you updated from Setups, the items that were no longer linked to a Costing were not deleted.
  • Fixed: Service types – The Rep field was not copied to Transactions. The Dates displayed in the Service types were not updated to the Time Zone.
  • Fixed: Trans Type Warnings – A warning about incorrect Dr Type/Cr Type was displayed even when these settings had not been added.
  • Fixed: Items – The dropdown in the Language indicator located on the Status bar has been disabled.
  • Fixes: CAA/SAA – The Rep field in the grid view now displays the ‘Known as’ field. (Previously the full name was displayed). The Terms column was sometimes blank. Unallocated Credits were displayed as positive instead of negative. If an Account only had an Unallocated Amount, the Total was not updated.

Ver 1.0.68

Enhancements

CAA/SAA – Allocations are now supported and an Unallocated column has been added.

Email template Editor – Data Tags have been added. 

Transactions – multi-word search functionality has been added to the Items lookup. Therefore, the lookup list is no longer opened by default. (Updates: Transactions Edit View: Interface, Tutorials.)

The Supplier Reference* has been added to the grid view, hidden by default (applicable when transactions use Supplier Prices). *Refers to the supplier’s reference on Items’ Prices tabs.

Transactions – You are now able to create an NCR from a Transaction where NCR is enabled.

Allocations – Edit View – The Remove button is now applied to multi-selected Allocations. (The ‘Remove Allocation’ menu item on the allocation grid popup menu has therefore been removed).

Items Enhancements

Translations are now done at an Item level. Functionality works as follows (assume multiple languages are linked to the Subscriber): 

  • When a new Item is created, it is set to English (Base Language).
  • The Translate button, which is visible if multiple languages are linked to a Subscriber, can be used to create Translations by selecting a Language. This feat will copy the Item if the translation doesn’t exist, else it will open the Translation.
  • Action > Translate can be used to machine-translate the Item from the original English. 
  • The original English is displayed in the Edit view of the translated Items.

Notes on Translation: 

  • The Item list view as well as Pricing and Inventory views only display the English Base Items. 
  • The Units, Prices and Inventory can only be maintained on the Base (English) Version of the Item.
  • When you copy an Item, only the original English version is copied. 
  • When the English (Base) item is deleted, all the translations are deleted with it (or moved to the Recycle Bin). The Recycle Bin only displays the Base Item.
  • You can delete individual translations, using Actions (button) > Delete Translation. This action deletes the translation permanently.

Document Designer Enhancements

Documentation: Interface, Tutorials.

The Band ‘Description’ has been renamed to ‘Name’ and is used in the Proposals module to link Bands to Proposal Items. 

Band Groups – You can create a Group of Bands by assigning the same Name to multiple Bands. When the Group is linked to a Proposal Item, all the Bands in the Group will be added for each item.

The Band ‘Attributes/Specification’ has been renamed ‘Attributes’.

A Caption group has been added to the following Bands 

  • Text – Displays the Reference of the Note 
  • Image – Displays the Description of the Attachment
  • Image & Text – Applies to the Text portion – displays the Reference of the Note
  • Attributes – Displays the Attribute Group’s Caption

Documents can be output from Transactions, or they can be used to output Proposals.

Notes on Proposal Documents: Multiple Bands can be assigned the same Name to create a Group. The grouped Bands must be in consecutive order. 

Data Binding: The Bands in a document can now be bound to Items using the Data Binding Attributes. The Item (ID) and Transaction (ID) attributes are for testing purposes only. The rest of the Data Binding Attributes are listed below by Band Type:

Image

  • Attachment (Name) – Enter the name of an attachment linked to the Item

Caption (By default the Item Description is displayed, but you can overwrite it with the attributes below:

  • Data Field – Select from
    • Item Description
    • Item Attachment – Description (By Name)
    • Item Note – Description (By Name)
    • Item Attributes – Description (By Name)
    • Transaction – Reference
    • Transaction – Company
    • Transaction – Contact
    • Transaction – Date
    • Transaction – Due Date
    • Transaction – Req Date
  • Name – Applicable if you select a Data Field which is suffixed with (By Name)

Text

  • Note (Name) – The Note body text will be displayed

Image & Text 

  • Image – Attachment (Name) – Enter the name of an attachment linked to the Item
  • Text – Note (Name) – The Note body text will be displayed

Attributes

  • Attributes (Name) – Enter the name of an Attributes Group

Proposal Enhancements

Proposal Templates can now be linked to an output document. 

The Proposal’s Root Items can then be linked to a Band or a Band Group in the selected Document. The lookup lists of Bands is a distinct list of Names that can be bound to Items.

Reminder: The Proposal Root Items are:

  • Mandatory (Item)
  • Mandatory (Group) – Must select 1x Item
  • Optional (Group) – Can select 1x Item
  • Any (Group) – Can select any or none of the Items

Contacts Enhancements

  • Groups have been renamed to Categories to remove the conflict with Attribute Groups.
  • You can no longer edit the customer or supplier’s currency if it was used in a transaction.
  • The Name field has been added to the Attribute groups.
  • Individual attributes can no longer be deleted but you can delete an Attribute group.
  • An Action has been added to the Attribute setup form to: Update Attributes in Contacts.

Transaction Type Enhancements

The following warnings have been added:

  • Stock Adjustment Transactions only support Cost Price.
  • The Debit Type or Credit Type does not match the Company selection.
  • The editable Status on a Stock Adjustment Transaction may not update Inventory or Accounting

You can no longer open a transaction if its Transaction Type has an error. The error will be displayed.

Fixes

  • Fixed: When you navigated away from a Production Transaction’s Edit View, the Recent button would take you back to the List View.
  • Fixed: An error was returned when you reset your password.
  • Fixed: Ledger – Detailed Ledger – If Movement was 0, the Closing Balance was 0.
  • Transactions: Actions are now ordered alphabetically. When ‘Confirm’ on a Copy Rule was disabled, you still received a confirmation message.
  • Financial Reporting: Negative values are now highlighted in red.
  • General Settings: The ‘User Setting’ column was removed.
  • Items > Pricing: ‘User Updated’ has been renamed to Updated by’
  1. Data tags are data fields that you can insert into a document that is generated (e.g. Document Designer, Email Templates.) The tag is replaced with the actual information from the transaction or item when the document is generated. ↩︎

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