January 2026 Updates

Ver 1.0.64#

Transaction Enhancements#

Pricing and VAT – The way prices and VAT are selected was completely overhauled, both when you add items to a transaction and when a transaction is copied.

Transaction Types – The following Warnings now appear:

• Errors:
  • Customer (Company) and Supplier Price
  • Supplier (Company) and Sell Price
  • Cost Price and Price includes VAT

• Copy Rule Errors:
  • Supplier Price copied to Sell Price
  • Cost Price copied to Sell Price
  • Cost Price copied to Supplier Price

Copy Rules – An Item = Issue (BoMs) option was added. When selected, the Inventory Materials in the Costing of the items in the source transaction are copied to the target transaction. Items are summed to prevent duplicates. Use case: In a restaurant, the ingredients are issued on the Invoice.

Copy – When a Customer Transaction is copied to a Supplier Transaction, you must now select a supplier on the Copy Dialog. The supplier is needed to assign the VAT on the Transaction Items correctly.

Service Type Enhancements#

The following Settings were added:

• Default Date Filter Default = Pending & Active
• Disable Status (Change with Note only) – Default = N
• Disable Assign To (Change with Note only) – Default = N

Fixes#

• Fixed: Bugs around Price/VAT changes when a transaction was copied.
• Fixed: Minor bugs in Online Library.
• Fixed: Items – Batch Update Inventory – The N/A option was not working.
• Fixed: Transactions – When you copied an Issue Transaction to a Receive Transaction, the Issue Transaction overrode the default Location on the Receive Transaction.
• Fixed: Service Types – The Reminder Date Filter was not working correctly.
• Customers/Suppliers – You can no longer select 100% VAT Types in the Currency and VAT Attributes.

Ver 1.0.63#

Service Manager Enhancements#

• When you filter on Ticket, Notes are no longer prefixed with Ticket No.
• Grid lines were removed from the Notes.
• Transaction Status Changes now move the Service Ticket Status only to a later status.

Fixes#

• Fixed: Service Manager – You could not create a Copy Rule to the same Service Type.
• Fixed: When a VAT transaction was copied to a No VAT transaction, the VAT was not cleared.
• Fixed: Items – A Routing grid was displayed in the Dependencies tab.
• You can no longer view transactions if a default Currency is not set up.
• Fixed: Users – You can no longer copy settings from inactive users.
• Fixed: The email field was converting underscores to spaces.
• Items – The Variations functionality was removed.

Ver 1.0.62#

Enhancements#

Transactions – An NCR No. column was added to the List View, visible if NCR is enabled on the Transaction.

Online Library (New Module)

This functionality copies data from one database to another, from the Library to the Reader.

How to Import From a Library

Library Settings

General Settings – Online Library > Access Key – The Reader needs the Access Key.

Items – Click Menu (button) > Edit Categories and check the Library column of the Categories you want to make available to your users (Categories only, not Groups).

Setup > Online Libraries (To import from)

This module records the Online Libraries that you can connect to. It also includes functionality to download from a Library.

The Library ID and Access Key appear in the footer. Use the Copy function to copy the Library details and send them to a Reader.

Fixes#

• Fixed: Item Summary was displaying transactions in the Recycle Bin.
• Fixed: Accounting Rebuild was adding deleted transactions to the Accounts Reporting Table.
• Fixed: Contacts – If a Note was in Edit View and you opened Notes & Attachments from another contact, Notes remained in Edit View.
• Fixed: Items – The Dependencies tab was hidden on ASM Items.
• Fixed: Estimating > Routing – The Hourly Rate was not updated when the Cost Centre was changed.
• Fixed: Estimating – the Estimate was not updated if the Qty was changed in the Transaction Item. (The Transaction Item Qty = Active Qty on the Estimate.)
• Fixed: When an NCR was created from a transaction, it was not set to editable by default.
• Fixed: Transactions > If you selected a Resource on a transaction and then changed the setting to not use Calendar, an error was returned when opening the Transaction Module.

Ver 1.0.61#

Enhancements#

Entities – Assets – Monthly Cost was added to the Assets Grid View. If an asset is opened from an Entity and the Entity lookup is cleared, the asset record is now removed from the Entity.

Contacts – The delete function in Attributes was changed from an X button in the Action column to a menu which opens on right-click.

Transactions – Only Active Items can now be added to a Transaction. (Pending and Cancelled items are excluded.)

Item Costings / Estimates – Additional Speed settings were added for Tasks in Routings. Use whichever setting best suits your operations. When you update one, the other two are updated automatically:

• Speed (Qty/Hr) – Default. For example, you can complete 4 per hour.
• Speed (Hr) – For example, it takes 0.25 hours to complete 1.
• Speed (Min) – For example, it takes 15 min to complete 1.

Service Types – The Profit/Loss functionality now works on a Transaction Item level.

Fixes#

• Fixed: Estimating (Production) – When you updated the Qty, the BOM and Routing were not updated.
• Fixed: Allocations – The caption for the Allocated column was changed to blue (as it is editable).
• Fixed: When a transaction with items that include VAT is copied to a No VAT transaction, the No VAT takes precedence (e.g. Copy CI to GI).
• Fixed: Timekeeping > Batch Updates – The lookups for Transaction and Service types were not working correctly.
• Fixed: The caption for the User Settings module was updated to User Settings – Module Name – Username.
• Fixed: Timekeeping – The SM No lookup was updated by prefixing the Service Type Code (Previously, numbers were all prefixed with ‘SM’.)
• Fixed: Service Modules – A ‘column…does not exist’ error was returned when you updated Service Type Settings.
• Fixed: The New button was not working on the Edit Project Templates window.
• Service Modules – The ‘Rebuild Costing Report’ was renamed to ‘Rebuild Profit/Loss Report’.
• Fixed: Transactions – Allocation errors were displayed for non-accounting transactions (where Accounting is not enabled in Transaction Type Settings).

Ver 1.0.60#

Fixes#

• Items > Pricing (On Assemblies and Costing) – The Cost Price (From Costing) can now be set for any unit. (Previously, it was locked to the Costing Unit.)
• Transaction Items – Batch Update lookup is now sorted alphabetically.
• Production > Tasks – The Operator lookup was not working.
• Production > Outwork – The ‘PO. No.’ caption was renamed to ‘Resolved’.
• Production > Outwork/Material – The Req Date on the Resolve Transaction is now set from the Outwork/Material Item’s Required Date on the first selected item. (Previously, the Transaction Req Date was used.)
• Production > Materials > Batch Update – When the Resolve is changed to Purchase, the Inventory Location is now cleared.
• Fixed: Estimating – An error was returned when you clicked Actions > Update from Setups. The Description Override checkbox was removed. The Qty field (next to Description) is now hidden for Estimates (Quoting).
• Customer/Supplier Detailed Ledger – ‘Movement’ was removed from the Summary. The Local Currency checkbox was not working correctly.
• The Unit Price column was removed from the Transaction > Menu (button) > Inventory Report.

Ver 1.0.59#

Transactions > Edit Form – Batch Update functionality was added for the Debit and Credit account fields.

Financial Reporting – Allocation errors were added to the Transaction Errors grid view. The Transaction Errors now show the following columns:

• Amount
• Error (a text field that describes the error)

Accounting – Allocations (New Functionality)#

Functionality was added to allocate customer and supplier transactions, for example, to allocate invoices to a payment or to a credit note or vice versa. The functionality applies to all Customer and Supplier Accounting transactions, but this documentation refers to Invoice and Payment.

General Setting > Accounting > Enable Customer and Supplier Allocations Y/N (Default = No) – This setting enables the Allocations functionality. It is disabled by default.

Transaction – List View

Outstanding and Outstanding (CUR) columns were added, hidden by default. Outstanding (CUR) is visible only when multi-currency is enabled.

A View/Edit Allocations menu item was added to the popup menu. You can scroll through transactions from the Allocation view.

Transaction – Edit View

The Outstanding amount appears above the Items grid view. Click Allocation (button) to open the Allocation View.

Allocation View

The top view shows Outstanding and the bottom view shows Allocations.

After an outstanding transaction is added to Allocations, the amount can be adjusted. By default, the outstanding amount is assigned.

You are unable to allocate an Outstanding transaction if it is already partly allocated to the same transaction. Change the Allocated Amount instead.

Accounting – Withholding Tax#

Transaction Type Settings

Accounting > Enable Withholding Tax (WHT)

Customers/Suppliers > Currency and VAT Attributes 

Withholding Tax (WHT) Account – Select an account.

Fixes#

• The logo on the Form Designer (Reportbuilder) was updated.
• Fixed: Menu Templates – The User Count included inactive users.
• Fixed: The Find Panel on the Language Editor was shown by default. Now it appears only after records are added to the grid view.
• Items > Costing > Routing – An error message now appears when you try to open a Custom Item.
• Fixed: When a transaction with Dr Type = Ledger and Cr Type = Ledger was copied, the Dr Account and Cr Account fields were swapped.
• Fixed: Attachments – Type = Artwork attachments were not displayed in the thumbnail view.
• Fixed: Assets – Batch Update > Entity – Now includes all Entity Types, not just Registered Entities.
• Fixed: Cost Centres – Monthly Cost did not recalculate when an asset was added or deleted.
• Fixed: Financial Reporting > Statement of Profit/Loss / Statement of Financial Position – An error message was added when you try to open the Detailed Ledger from a record that is not an account (e.g. Net Profit, Gross Profit).