May 2026 Updates

Ver 1.079

Enhancements

Items – Actions have been added:

• Add Cost Price: adds a default Cost Price if one does not exist.
• Add Sell Price: adds a default Sell Price if one does not exist.

Note: This action only adds a Cost or Sell Price if they were not previously added.

Bank Import: An information message is now displayed when you import a bank statement. The message is generated from the Postgres function used to import the statement and should contain details about the methodology used to execute the import (e.g. Date Format, use of FITID).

Timekeeping: A PoS Session field was added to the List View (Link) and Edit View.

Online Library: Output templates linked to the mapped transaction are now Imported when Proposals are imported. Note: Only the templates linked to the Subscriber’s language selection are imported.

Financial Reporting: Transactions that have date errors are now also displayed in the errors grid view. Date errors refer to accounting transactions where the Transaction Date is later than the Current Date.

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Transaction Enhancements

The Entity caption has been updated to reflect the Enable Entity setting (e.g. Till (Pos), Branch).

Proposals: Links to Documents and Document Groups have been removed from the Proposal Setup form.

Copy Rules > Execute: The following option has been added: Pay (Transaction). When selected, a Pay button is displayed on the Edit Form as a shortcut to execute the Copy Rule. (Use case: PoS – Copy Invoice to Receipt). Note: Only one Pay button can be added to a transaction. A warning is displayed if selected multiple times. Only the first selection displays the Pay button.

Done (Button): When Allocation is enabled and the transaction is linked to a Parent transaction (from which it was copied), you are prompted to allocate to the parent transaction when the Done button is clicked (e.g. Allocate the outstanding amount to CI2323?)

Done (Button): An error is now returned if a warning is displayed on the transaction.

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PoS Enhancements

PoS Setup

A function Menu (button) > Settings > Clear Device Memory has been added. This command clears the last selected Till from the computer’s registry.

PoS Module

A Users view has been added which is similar to the Users View in the PoS Dashboard.

PoS Dashboard

• You can’t change the Till selection if transactions have been linked to the PoS Session. 
• You can’t Cancel a PoS Session if transactions are linked to it. A trigger is used to revert back to the previous status.
• When a PoS Session is cancelled, all the linked Clock-In and Sign-In records are now cancelled.
• When a user clocks in, all the active clock-in records are clocked out with a note. Scenario: User is called from one branch to another and forgets to clock out. 
• When the PoS Dashboard is opened for the first time (e.g. after a computer restart), the new Get Started menu group is displayed with the following Items:
  • Open PoS Session – Till Name: Opens the active PoS Session linked to the Till which was saved to the registry, if one exists. If not, the button is disabled.
  • Open PoS Session: Displays a list of all the active PoS Sessions, including the default session, from which you can choose to open one.
  • Create a New PoS Session: Creates a new PoS Session.

Note: These options have been added to cater for scenarios where a computer is moved to a different branch, and the old branch is saved to the Registry. It also makes a demo scenario possible where you want to open multiple PoS Sessions to, for instance, demonstrate how a stock transfer works.

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Fixes and Changes

• Fixed: An error was returned when you created a Quotation from a Project.

• Tech Note: All warning and filter text bars have been changed from a coloured Style Layout group to a coloured label.

• The Document Designer has been removed from the Online Library and from the Setup menu for now.

• Transactions: the Notes and Attachments linked to Items were not displayed according to the Transaction Language.

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