February 2026 Updates

Ver 1.0.67#

User Access: The View setting is now highlighted in red if it is ‘None’. The red shows that you must assign View access before you can assign any other access.

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

Online Library: A checkbox column was added to clarify which records are selected.

Transaction Enhancements#

The following Transaction Type warnings were added or 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 no longer appears for Copy Rules that are run from the Production module.

Stock Adjustment Transaction Enhancements#

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

The following Actions were 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 was added above the Outstanding grid view so you can 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 were removed from the Allocate button. Whatever you select is now allocated.

When the Allocation form is closed, the following happens:

• If the transaction does not contain an item, a custom item is added and the Amount is set to the Total allocated.
• If the transaction has one item and the Allocated amount differs from the Transaction amount, you are prompted to update the Transaction amount to the Allocated Amount.
• If the transaction has several items, nothing happens.

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

Contacts Enhancements#

The Credential and Employment views were removed. (A Custom Report is a better way to meet this requirement.)

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

Production Enhancements#

When you click the Back button (Arrow) in the Job, Materials, Task and Outwork views, a dropdown menu appears. Select the 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 now opens 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 appears in the Dual View.
• When you copy to another language, the edit form opens by default.
• The Description and Code now appear by default, in this order, in all the Items Views.
• The Customer field was removed from Items as well as the Customer filter when adding Items to Transactions.
• A General Setting > Items > Enable Qty Types was added. Default = Fixed Qty, Job Qty.
• The Customer filter was 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 was empty.
• Service Types – A splitter was added to separate Notes and Attachments. (Previously, when many attachments were added to a ticket, the Notes could not be accessed.)

Ver 1.0.66#

The fixed Help menu group was reordered – Knowledge Base and Email helpdesk … were moved to the top.

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

Entities – The type Location was renamed to Stock Location.

Item Enhancements#

The menu item Rebuild Inventory Report was 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 were added to the Notes table (for use in Items only):

• Name – This field is effectively an ID field, 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 was added to copy the note to any of the languages assigned to the Subscriber.

When you view a Note in a foreign language (not English), you can view the original English and the translated text. A translate button generates a machine translation from the English.

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

• Name – This field is effectively an ID field, 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 breaks the link between the original and translated notes. You can change the name, but remember to change it for all items.
• You can copy only English notes to another language.
• Only the first three 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 was added: Convert Assembly Items (ASM) to Estimate can only be used if Estimating is enabled.

Estimating – Production – Buttons were 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 is never moved backwards.)

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

Output > Export (xlsx) was renamed to Output > Export. You can select xlsx, csv or html in the Save dialog. A User Access setting, Enable Export (.csv, .xlsx, .html), was added (Y/N, Default = No).

A Category (Item) column was 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 was 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 is ‘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 can now 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 can also set the defaults from a transaction. Right-click a Transaction Item and select ‘Set Item defaults (Accounts, Resolve and Location)’. Note: Only Ledger Accounts can be added to Defaults. A trigger keeps the defaults aligned with the Transaction Type Settings. (See tutorial.)

Stock Adjustment Transaction Enhancements#

• Functionality to enter a Qty when an item is added was disabled for Stock Adjustment Transactions.
• The default Accounts must be set for a positive adjustment (that is, 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’ are 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 is not selected.
• Negative amounts are now highlighted in red.

Fixes#

• Optimisation: The SQL to select transactions was converted to a selectable function, so that it can be used in Custom Reports.
• Fixed: Custom Reports – The footer summaries did not show the same decimals as the column.
• 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 several 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 was changed to TEXT to allow for unusually long addresses. The Name View was removed from the side panel module and is now only visible in Items.
• DB Monitor is no longer enabled by default – the Help > Enable DB Monitor menu item is now checked when DB Monitor is enabled.
• When you open the Edit Form of a module that uses an ‘Edit’ or ‘Add/Edit’ button to enable editing, that button must have the focus by default. This issue was fixed in Entities, Suppliers and Items.
• Transaction Date – You can now enter the date as ddmm, without / or -.
• Service Types – the following settings were renamed:
  • Disable Status (Change with Note)
  • Disable Assign To (Change with Note)

Ver 1.0.65#

Ledger – the Outstanding column was added to the Transaction View.

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

Transaction Enhancements#

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

Transactions – A default = Complete option was 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) was added. When Y, the Supplier price is 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) was added to identify the transaction that is used to count and adjust stock. (Previously, a Resolve Setting = Adjust was used. It was removed, and you do not need to add a Resolve Setting for the Stock Adjustment transaction.) The following columns are enabled or changed 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.