December 2025 Updates

Ver 1.0.58

Transactions > Setup: Functionality was 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 was updated so that it works on a half FHD screen. (The Category filter was also removed.)
  • Fixed: The Job View did not appear in the Production Menu on the Edit Form of a Production Module.
  • Fixed: Items: The wastage percentage (W%) was not included when the Total of an Item Costing was calculated. 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. Double-click functionality was added for adding Categories to Items.
  • Fixed: Items > Inventory Summary: Inventory values are now set to zero if the Qty is below zero.
  • Fixed: Estimating: The Override checkbox for the Description no longer appears when it has no value.
  • Fixed: The functionality to move modules from right to left did not work correctly for some modules.
  • Fixed: Chart of Accounts: The warning was not refreshed when an account was deleted. A Find Panel was added to the Grid View.
  • Fixed: An error was returned when you multi-selected and deleted 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 calculated incorrectly from the Cost Price.

Ver 1.0.56

General Enhancements

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

  • Mandatory Account Defaults are not assigned: VAT Control, Receivables, Payables, Retained Income, Bank.
  • Bank: A Currency is not assigned to a Bank Account (when Multi-currency is enabled).
  • Duplicates: A 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 was 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 a default Cr Account, Dr Account or both, they are assigned.
  • If the source and target transactions have the same Cr Type and Dr Type, the accounts are copied if they can be selected with the Accounts filter (if one is set up).
  • If the source and target transactions have the same but opposite Dr Type and Cr Type, the Dr Account is copied to the Cr Account, and vice versa.

Items Enhancements

Units: A Costing (checkbox) column was added to Units. The column is visible if the item Type = Assembly or Costing. Only one unit can 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 must Rebuild Inventory.

Sell Price: Prices appear 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 sometimes shown incorrectly.
  • Optimisation: Transaction Types: The option to use Category and Status from different transactions was removed. (The change makes things simpler and reduces the potential for errors.)
  • Fixed: When a transaction is output, the Status is no longer changed backwards. For example, 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 was returned, even though the 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 was renamed to Caption, and it is editable when:

  • The record is a Group.
  • The record is a Root Item (it does not have a parent).

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

Service Module Enhancements

An Asset filter was added. The filter is visible if Assets are enabled in the module.

NCR: The default Status and Note were renamed from Prevention to Corrective Action, in line with ISO 9001.

Items Enhancements

Inventory Summary – All Units: An All Units filter was added. If 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 is 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 is for increasing the cost to allow for landing costs, 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 with Batch Update, the Price From field is cleared.

Pricing: The Sell Prices view was split into:

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

Note on Sell Prices 

  • If Price From is blank, you enter the Sell Price amount, and the Adj% is calculated from the linked Cost Price, if one exists.
  • If Price From = Cost Price, you enter the Adj% 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): Use this view to update the selling prices on all the material item types. Materials do not use Fixed Price; only Unit Prices are supported.

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

An Edit Form > Dependencies tab was added to the Items Edit Form. The tab lists the Costing (CST) and Assembly (ASM) items that use the item. You can open a dependent item (double-click it, or right-click it to open the menu) and go back with the Recent functionality.

Edit Form > Pricing: GM% and Profit columns were added to the Pricing grid view. They are hidden by default and apply to Sell Prices only.

The Category filters now let you 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 were renamed to Credit Type and Debit Type, because they cannot be updated on the transaction. Bank was removed from the Debit Types/Cr Types lookup, because 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 filter the Debit or Credit Accounts lookup in transactions. For example, you may only want to list the Bank or Expense accounts. The lookup is filtered by checking whether 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 now run by Status Group. (Previously, they ran by Status.) The triggers must be updated manually after the upgrade.

Add Item Lookup: The Category filter now lets you 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 appear in the Transaction Header band.

Estimating Enhancement (Production)

Transactions now let you convert an Assembly (ASM) Item into an Estimate. The conversion automatically generates the Bill of Materials (BOM) and Routing needed for production.

A Transaction Item function, Convert to Estimate, is available when Estimating is enabled on a transaction. Run it on Assembly (ASM) Items to convert them to Estimates. Note: The menu item is hidden if the setting below is set to Yes.

Setting > Transaction Types > Estimating > Convert Assembly (ASM) Items to Estimates: Y/N (Default = No). If Yes, ASM Items are 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 you can edit the Item Qty in the Estimate Header.

Fixes and Optimisations

  • Transactions: Memory tables were created for lookups, so that modules open and refresh faster.
  • Proposals: When you edit a template, the caption is now Edit Proposal Template.
  • Fixed: Items: The functionality to save the grid in Material and Routing lookups opened from the Costing tab did not work.
  • Items: If an item has a dependency on a deleted Costing or Assembly (that is, one in the Recycle Bin), the item 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 Refresh (button).
  • Fixed: Item Summary / Inventory Summary: The Location Code is now used instead of the Description.
  • Fixed: Ledger – Transaction View: You were unable to multi-select records to view limited summaries.
  • Fixed: Customers/Suppliers: The Accounts Contact in the Customer/Supplier Attribute sets appeared blank when the record was not selected, even when a contact was selected.
  • When a new Status is added, the colour now defaults to white. (Previously, it defaulted to null, which showed black on transactions.)

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