June 2026 Updates

Ver 1.0.86#

Enhancements#

Customers/Suppliers: Batch Update functionality was added for:

Default View

• Status
• Rep
• Category
• Currency

Accounting View

• Status
• Currency
• VAT Type
• WHT Account
• Billing Method
• Credit Limit
• Credit Terms

Transaction Enhancements#

Output:

• A Default column was added to the Output Transaction Type setup.
• If Default is checked, the Output button on Transactions changes to a button with a dropdown arrow.
• Clicking the button runs the Default template, and clicking the dropdown arrow opens the Output menu.
• Only one Output template can be set to Default.
• You can only set a template to Default if it has one output option: Print or Email.

Add Item Popup: The Search string is now cleared when you click View (button). If the search returns only one item, the item is added automatically. (You can now add items with a barcode scanner.)

Transaction Types Enhancements#

The Note field was changed to a TEXT field with no size limit. You can now edit the note in an editor from Actions (button) > View/Edit Note.

A warning was added, Invalid Status Group used in Copy Rules, Output. The warning appears when a Status Group that does not exist is assigned to a Copy Rule or an Output setting.

PoS Enhancements#

Output functionality was added to the PoS Edit View. The Data Pipelines are:

• pos_session: Contains the PoS Session header fields.
• pos_entity: Contains details of the linked Entity (Till).
• pos_cash_opening
• pos_cash_closing
• pos_bank
• pos_transactions

A User Setting was changed to the negative, Hide Cash Summary. The default is No.

Fixes#

• The Main Menu is no longer hidden for PoS users. (The Sign Out button is on the Main Menu.)
• Fixed: PoS Edit View: When you used the back button to go back to the Dashboard, the Save button did not run if it was enabled.
• Fixed: The PoS User Setting Show Cash Summary also hid the Opening Cash Count.
• Fixed: The PoS User Setting Hide Opening Cash… was removed.
• Fixed: When a local currency transaction was copied to a Customer Currency transaction, the Currency was not updated to the Customer Currency.
• The following PoS functionality (from Ver 1.0.85) was removed. The transaction Status is now used to set transactions to read only instead.
  • Transactions linked to a PoS Session were set to read only if the PoS Session was in a Complete or Cancelled Status.

Ver 1.0.85#

Enhancements#

Transaction Types: The following warnings were added:

• Inventory Resolve is enabled, but no status is set to trigger an Inventory update.
• Accounting is enabled, but no status is set to trigger an Accounting update.

Dual Lists: You can now double-click to move items on a Dual List control.

Point of Sale (PoS) Enhancements#

• Transactions/PoS Module: The Till Session No. and Session No. captions were renamed to PoS No.
• The PoS Dashboard now opens maximised by default.
• When a PoS user logs in, the PoS Dashboard now opens by default (the Open PoS menu item runs).
• A fixed menu item, Cash Drawer, was added to the Menu. The menu item lets you open a cash drawer from any module.

General Settings were added or updated in the PoS Settings module.

• [Created] Select which Transaction Types show in the PoS Session history (Transactions Tab): The setting lets you exclude transactions that show cost prices, for example, GI. If no transactions are selected, the tab is hidden.
• [Renamed] Select Transaction Types available for quick creation on the PoS Dashboard.

A User Setting was added:

• View Opening Cash when Till is Open: Y/N. Applies to a PoS Session in the default Open Status. (Removed, see Ver 1.0.86.)

Transactions linked to a PoS Session are now set to read only if the PoS Session is in a Complete or Cancelled Status. Reminder: To see why a transaction is read only, on the Transaction Edit View, click Menu (button) > View Transaction Info. (Removed, see Ver 1.0.86.)

Fixes#

• Fixed: When a user’s email was updated in BOS Tools, an error was returned when the user logged in to the application.
• Fixed: CAA/SAA: The Output on the Detailed Ledger showed incorrect transactions if the Ageing was linked to a different customer or supplier.
• Fixed: The transaction warning ‘Transaction is not in an Inventory Status’ no longer appears when a Transaction Resolve is set to Reserve or On Order and the transaction is in a Complete Status. Warnings no longer appear on Cancelled transactions.
• Fixed: You could edit the Parent setting on Registered Entities. The setting now defaults to N/A when the record is updated.
• Fixed: Contacts: The List View > Filter Panel was hidden. The filter bar was not cleared or updated when you moved between views.
• Fixed: Output: The checkboxes for Subject and body were not unchecked when you cleared the template. (The code checked for blanks instead of an empty string.)
• Fixed: Transaction Types / Service Types: The Save Grid functionality was applied per type, which made it look as if it was not working.
• Fixed: The Parent column in the Entity List view did not refresh correctly.
• Fixed: Ledger: The No. column sorted as text instead of numerically.

Ver 1.0.84#

Enhancements#

Menus: Bank and Tax Reconciliations were added to the default Accounting menu.

Transactions > Items: The From field now shows the Trans Type and No. (e.g. QT 232).

Transaction: A warning, Transaction is not in an Inventory Status, now appears when:

• One or more items have Resolve = Reserve or On Order and the Status is Complete, Cancelled, or not in an Inventory Status.
• One or more items have Resolve = Issue or Receive and the Status is neither Cancelled nor an Inventory Status.

CAA/SAA: A warning now appears when you try to View Transactions/Ledger without first selecting a customer or supplier.

Item Enhancements#

The Inventory setting was removed to support the Fixed Locations model. If an Inventory Location is added to an item, the item becomes an Inventory Item.

List View: The Inventory column now lists the Location Codes linked to an item. (The list is useful for Batch Updates.)

The Menu button was added to the modal (drilldown) view. The menu items include:

• Open in Items Module: Closes the modal view and opens the item in the richer Docked View.
• Layout…

Item Summary: A function was added to Menu (button) > Open in Items Module. The Refresh button was also moved to the Menu.

Inventory – Replenishment Enhancements#

All the editable columns (Min Qty, Stock Price, Order Qty) are now read only, because the module does not always show the base quantity that those fields are linked to.

The Min Qty and Order Qty are now calculated by default. They are converted for the selected Unit and rounded according to the General Setting for decimals used in stock quantities. If On Order is less than zero, it reverts to zero.

Data Filters

• Replenish: The options are:
  • Produce: Units linked to Costings.
  • Purchase: Units linked to Supplier Prices.
  • Transfer: Units linked to Cost Prices.
  • An error message appears if the Replenish filter is blank.
• Units: The Unit filter was removed.
• Status: The Status filter was removed. Only items in an Active Status Group appear.

Columns

• Unit Price: The price linked to the selected Unit.

Fixes#

• Fixed: Allocation: You were prompted to allocate the From transaction even when it was the same type.
• Fixed: Settings: An error was returned when too many users were assigned to a Copy Rule.
• Add/Update settings: An incorrect message, ‘grid is empty’, sometimes appeared. When the grid is empty, the error ‘Please select at least one setting.’ still appears.
• Fixed: Transaction – Information: The read-only notes did not appear correctly.
• Fixed: PoS: User Access was not updated correctly when a PoS user signed in. The ‘Cash not equal to Expected’ warning was updated, and the confirmation warning on the Done button was removed. The warning now works as follows:
  • Pending: Warns about the Opening Balance.
  • Open/Complete: Warns about the Open and Closing balance.
• Fixed: PoS: When you clicked Cash Drawer, an error message about cash balances was returned.
• Fixed: Tax Reconciliation: The end date was not calculated correctly from the VAT frequency setting. The caption Add [Items] was renamed to Add [Transactions]. The Recon captions were changed from From and To to Start and End, the same as the Import.
• Fixed: An error message appeared when you added a duplicate Currency and VAT attribute group.
• Fixed: Bank: The delete confirmation on Items was renamed to Delete (from Delete Bank).
• Fixed: Chart of Accounts: You could assign a Bank Profile to an account with a blank default.
• Fixed: Items > Set Default values: You were unable to set a default Resolve.
• Fixed: Replenishment: When an item was dragged to a Transfer Order, the Location To was assigned instead of the Location From. The On Order filter did not work correctly. The Replenishment module did not update the Recent Menu.
• Fixed: Transactions: The default Location setting overrode the Location when a transaction was copied.

Versions 1.0.82 and 1.0.83#

Enhancements#

Users: When you add User Settings, the user’s email address is now assigned automatically.

Accounts: A Default, Bank & Accrual, was added. The default lets an account serve as both a bank (e.g. in PoS) and an Accrual account, which appears in the Financial Reporting Dashboard. For example, use it for credit card receipts.

Transaction Types: A Copy Rule warning was added, Execute is set to Pay but Items are not set to Amt (inc).

Changelogs: A General Setting > Remove Changelogs older than X months (0 = Retain all Logs) was added. The default is three months. The delete query runs when users log in to the application.

Inventory – Replenishment: A new replenishment type, Transfer, was added. The type supports, for example, stores that replenish their stock by transferring it from a central warehouse. It applies to Material Items (including ASM) that are linked to Inventory and have a Cost Price.

Tax Recon: An Editable column was added to the Status grid view and enabled in transactions.

Transaction Enhancements#

A function, Menu (button) > View Transaction Info, was added. It shows the Transaction ID and the reasons the transaction is read only.

An error is no longer returned when you click Done (button) and the following conditions are met:

• The only error is that the transaction is not in an accounting status.
• The default = Complete status is flagged as an accounting status.

Point of Sale (PoS) Enhancements#

When a PoS Session is in the Open status, the Qty caption on the Opening Count is now black to show that it is no longer editable.

A PoS Setting, Show Transactions in the Dashboard, was added to the PoS Setup module. The setting lets you choose exactly which transactions appear in the Create Transactions group on the menu. You can only select transactions where Enable Entity = Till (PoS). Transfer Receive transactions are also excluded by the Transaction Type setting Enable Transfer Receive = True.

An Actions button was added to the PoS Session edit window, with these options:

• Refresh
• Delete PoS Session

An orange warning bar now warns you if the expected cash does not match the counted cash.

User Access now works as follows:

• View: Y/N. Allows you to view a PoS Session.
• New: Allows you to create a new PoS Session.
• Edit: Allows you to update the PoS Session and the Cash Counts.
• Delete: Allows you to delete a PoS Session.

An additional panel was added to extend the Y/N User Settings. So far it contains:

• View Cash Summary: Y/N.

Bank Enhancements#

• The Done button is now above the grid and applies to multi-selected items.
• The Status > Active filter was removed.
• The Refresh button now refreshes the header summary and items.
• Synchronise functionality was added.
• If you have Delete access, you can now delete a Bank transaction even if it contains items.
• When you create a Bank Import, you are now prompted to select a Bank Account. The Upload and Import function for the linked Bank Profile then runs automatically.

Bank Reconciliation:

• You can now remove items from a Bank Recon by clicking Remove (button) or from the right-click context menu.
• Add/Update Items now adds new items, updates existing items, and removes items that no longer belong. (Previously, all items were removed and then new items were added from scratch.)
• Company and Reference columns were added.

Fixes#

• Fixed: Several minor bugs in the Bank module were resolved.
• Bank Fixes:
  • The header summaries did not calculate or update correctly.
  • Synchronisation/Open in Ledger did not show transactions in the Edit View if only one transaction was found.
• Changelogs: The ID column was removed, and the details were reformatted to save space.
• Fixed: A few minor bugs with how transactions open on the left or right in a dual panel (layout).

Ver 1.0.81#

Enhancements#

Transaction Types > Settings: The Search text in the Add/Edit Settings dialog is now copied to the Settings grid when the dialog closes.

Changelogs were added to the Transaction module. You can open the Changelog from:

• Transaction List View: Menu (button) > View Changelog. Default filter = Today.
• Transaction Edit View: Menu (button) > View Changelog. Default filter = No Date, Linked to Transaction.
• Main Menu: Help > View Changelog, on the fixed Help menu. Default filter = Today.

Transactions: An additional Entity field was added to the Items view. The view now has Entity and Entity (Reg) (Reg = Registered).

Ledger: Entity and Entity (Reg) fields were added to all the views.

CAA/SAA: Entity and Entity (Reg) fields were added to the ledger and transaction views.

Bank Import Enhancements#

Master Data

A Country Code was added to the Bank Profile code (e.g. [ZA] for South Africa, [TH] for Thailand).

Import Process

The Bank Account is now verified by checking that the Account lookup contains the bank account number.

Error messages were added to the import procedure:

• Incorrect character set
• Incorrect lookup
• Zero records returned

Inventory – Replenishment Enhancements#

The following columns were added:

• Last Order: The last order (e.g. PO3343), highlighted in the transaction’s status colour. The last order can be a Purchase Order, Work Order or Transfer Order.
• Last Order Date: Hidden by default.

A context menu (right-click and popup) was added with the following actions:

• Open Linked Item
• Open Last Order

Withholding Tax Enhancements (Thailand)#

BOS now fully supports the Thailand Withholding Tax (WHT) model. You can set the WHT% and amount on Invoices. You can then use an action on the Payment transaction to calculate the WHT due for a payment. Note: You must send your suppliers a certificate when WHT is deducted.

Customers/Suppliers: The customer and supplier attribute set includes a field to select the WHT account that applies to them. The accounts differ for individuals, companies and government agencies.

Transaction Settings > Accounting – Enable Withholding Tax: The options are:

• N/A (Default)
• Invoice: Select for Customer and Supplier Invoices.
• Payment: Select for Customer and Supplier Payments.

Invoice Transactions: The WHT% and WHT (amount) appear in Transaction Items, with Batch Update functionality. This step is manual.

Payment Transactions: An Action > Calculate Withholding Tax (WHT) was added to the dropdown menu of the Allocation menu and to the Actions button dropdown menu on the Allocations form. The action calculates the WHT on all the invoices that are allocated in full and adds it to the payment transaction. The WHT amount is deducted from the payment item.

Tax Reconciliation (New Module)#

The module reconciles the tax due for a selected period. It is a standalone module and does not update Accounting directly.

When a Transaction Item is linked to a Tax Recon, the transaction becomes read only. (Note: We do not yet have a notification on the transaction to show why it is read only.)

The following tax Types are supported:

• WHT Payable: Reconciles the amounts you withheld that are payable monthly. (The WHT Account is credited with the amounts withheld, debited with the payment.)
• WHT Offset: Reconciles the amounts deducted from your invoices over the financial year, which can be deducted from taxable income. (The WHT Account is debited.)
• VAT: The standard invoice-based model.

If WHT is not enabled, the module name reverts to VAT Reconciliation.

General Settings > Accounting

• Exclude Transaction Types from VAT Reconciliation: Select one or more Transaction Types.
• VAT Reporting Frequency (Months): Enter the number of months.

Menu: Add Tax Reconciliation to a Menu Group.

Other Settings: On the List View, click Menu (button) to open:

• Edit User Access
• Edit Statuses: The defaults are Pending, Complete and Cancelled. Note: Set Default = Complete to enable the Done button.

List View

Data Filter

• Start/End Date: Default = This Year.
• Entity: Select from Registered Entities or select All.
• Tax Type: Select All, VAT, WHT Payment or WHT Offset.
• Status: Filter by Status Group (Pending, Complete or Cancelled).

Output: Export to .xlsx.

Edit View

• Click New (button) and select VAT or WHT (if applicable).

Header

• Select an Entity and click Save (button).
• The Start and End Date are calculated from the VAT frequency setting and the last Recon of the same type, if one exists. The WHT frequency is always one month.

Output: You can load different templates for WHT and VAT.

Add Items: Opens a list of Transaction Items that match the Date Period and Tax Type.

Add Items Filters

• Zero-VAT: Shows items with 0 VAT, such as Exempt or Zero-rated.
• Out-of-Period: Shows items dated before the Start Date that are not added to a VAT Recon.

Data Pipelines

The following Data Pipelines were added:

• tax_recon_header
• tax_recon_items
• tax_recon_entity
• tax_recon_sum_accounts
• tax_recon_sum_transactions

Fixes#

• Fixed: Inventory Replenishment: The On Order filter did not work correctly. The Cost Price was blank.
• Fixed: Items > Add Cost Price: The Price From field was assigned to Costing when the item was not an Assembly or a Costing.
• Fixed: Items > Pricing: The Price From lookup did not refresh after, for example, a Sell Price was added to a new item.
• Fixed: Items > Batch Update > Categories: The lookup showed both Groups and Categories. Items can only link to Categories that do not have child items.
• Fixed: Work Order > Edit View: When you selected Materials, Tasks or Outwork, the corresponding views were not filtered to show items for the selected transaction only.
• Fixed: Transactions > Proposals: The Output did not support the Transaction Language.
• Fixed: PoS: The Create Transaction group was enabled even when PoS was in a Pending Status. Word wrap was added for tiles in the Create Transaction group.
• Fixed: Transactions: The Entity Filter did not work on the selected Entity.
• Fixed: Some button captions were translated back to English from a second language instead of using the native English caption.
• Transaction Types > Output: Document Designer is no longer an Output option.

Ver 1.0.80#

Enhancements#

Look and Feel: The Status bar was modified to show colour in the Status field and a small rectangle on the right of the bar. This change is not just for aesthetics; it simplifies how the layout control works.

Items Enhancements#

The Assembly (ASM) type now also supports Fixed Cost / Fixed Price. For example, you can create a costing for 1 Each. The Fixed Cost/Unit Cost is updated from the Costing, and the Fixed Sell/Unit Sell is updated from the Cost Price. When the item is added to a transaction that uses the sell price, the quantity effectively determines the Unit Price.

The List View > Action > Add Sell Price was updated so that you can add a Sell Price by currency. The action only adds 1 Sell Price per currency. You can select from the currencies in the database. Reminder: Cost Price is locked to the local currency.

Inventory Summary: The Replenish filter was removed. The report now only lets you check current stock and update Min Qty and Unit Price. A new Replenishment report was created (see below).

Attachments: IMAGE was added to the Name lookup list.

Point of Sale (PoS) Enhancements#

You can now clock out all users without ending a PoS session, for example, when a small shop has one staff member who closes the shop for lunch.

Functionality was added to open a cash drawer. Edit PoS: A Cash Drawer button was added to open the cash drawer.

(Tech Note: This functionality is hard-coded and tested on an Epson TM-T88V slip printer. The cash drawer is linked to the printer with an RJ11 cable, and the command to open the cash drawer is sent through the printer. The printer can also open the cash drawer when it receives a print command. Set this up in Windows > Devices > [Select Printer]. If this functionality does not work on other printers, we will add settings so that you can define the command yourself.)

Inventory Replenishment (New Functionality)#

You enable this functionality with Transaction Setting > Inventory > Enable Inventory Replenishment. The options are:

• N/A (Default)
• Produce: The transaction produces stock (e.g. Work Order).
• Purchase: The transaction purchases stock (e.g. Purchase Order).

A new Inventory – Replenishment module was created. You can add it to the Menu, or open it with an action from the Produce or Purchase module.

The Unit Price column in Inventory modules was renamed to Stock Price.

Inventory – Replenishment (Module)

The module shows the items that are due for replenishment, which are the items where:

• Min Qty – Available Qty – On Order Qty > 0

You can drag items from this module and drop them on a Purchase Order or Work Order module. The Order Qty is assigned to the Purchase or Produce transaction. The receiving transaction must be in an editable status.

Reminder: Inventory is linked to the Base Unit. The Convert Qty shows inventory in other units.

Data Filters:

• Category: Item Category.
• Location: Inventory Location.
• Replenish: Select from:
  • Produce: Assembly (ASM) Items with a Cost Price are selected. The Unit is locked to Costing.
  • Purchase: Material Items with a Supplier Price are selected. The filter includes all Material types, including ASM (e.g. some items can be purchased or produced). All the Supplier Prices linked to the item appear. The Unit filter is locked to Purchase.
• Unit: Select from:
  • All
  • Base: Base Unit only. Reminder: Only 1 Base Unit is allowed per item.
  • Purchase: Units linked to Supplier Price.
  • Costing: Costing Unit only. Reminder: Only 1 Base Unit is allowed per item.
• Status: Item Status.
• Supplier: Applies when Replenishment = Purchase.
• On Order: If checked, items that were replenished but are still On Order appear.

Actions:

• Batch Update: Min Qty, Order Qty, Stock Price.
• Update Order Qty: Min Qty – Available Qty (Includes On Order).
  • Note: You can execute this action on multiple selected records and then edit the column afterwards.

Editable Columns:

• Min Qty
• Order Qty
• Stock Price

Inventory – Replenishment (Produce Transaction, e.g. Work Order)

Actions > View Items Due for Replenishment = Produce: Opens the Inventory Replenishment module and sets the filters to:

• Replenish = Produce
• Unit = Costing

Inventory – Replenishment (Purchase Transaction, e.g. Purchase Order)

Actions > View Items Due for Replenishment = Purchase: Opens the Inventory Replenishment module and sets the filters to:

• Replenish = Purchase
• Unit = Purchase
• Supplier = Supplier on Transaction

Fixes#

• Fixed: Timekeeping: You could not clear the Start or End Time, because it reverted to zero instead of null.
• Fixed: Service Types: An error was returned when you output a project.
• Fixed: Items > Substrates: You could change the Base Unit on a substrate item (e.g. after adding a new unit).
• Fixed: Items > Pricing: The actions to Add Cost/Sell Prices appeared in the Pricing module.
• Fixed: Items: You could update the Inventory setting on a translation. Reminder: Translations must only allow text fields to be edited.
• Fixed: Transactions: If the Status > Editing setting = Edit Status Only, you could edit the transaction Status even if your User Access did not allow editing.
• Optimisation: Items: Queries were changed so that items open faster, especially when you are not in the same region as the database.