May 2026 Updates
Ver 1.0.79
Enhancements
The following Items – Actions were 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.
Each action adds a Cost or Sell Price only if one was not added before.
Bank Import: An information message now appears when you import a bank statement. The message is generated from the Postgres function used to import the statement. It should contain details about the method 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. Only the templates linked to the subscriber’s language selection are imported.
Financial Reporting: Transactions with date errors now also appear in the errors grid view. A date error is an accounting transaction with a Transaction Date later than the Current Date.
Transaction Enhancements
The Entity caption was updated to reflect the Enable Entity setting (e.g. Till (PoS), Branch).
Proposals: Links to Documents and Document Groups were removed from the Proposal Setup form.
Copy Rules > Execute: The option Pay (Transaction) was added. When it is selected, a Pay button appears on the Edit Form as a shortcut to execute the Copy Rule (use case: PoS – Copy Invoice to Receipt).
Only one Pay button can be added to a transaction. A warning appears if the option is selected multiple times. Only the first selection shows 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 you click Done (e.g. Allocate the outstanding amount to CI2323?).
Done (button): An error is now returned if a warning appears on the transaction.
PoS Enhancements
PoS Setup
A Menu (button) > Settings > Clear Device Memory function was added. The command clears the last selected Till from the computer’s registry.
PoS Module
A Users view was added. It is similar to the Users View in the PoS Dashboard.
PoS Dashboard
- You cannot change the Till selection if transactions were linked to the PoS Session.
- You cannot cancel a PoS Session if transactions are linked to it. A trigger is used to revert 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. For example, a 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 appears with the following items:
- Open PoS Session – Till Name: Opens the active PoS Session linked to the Till saved to the registry, if one exists. If not, the button is disabled.
- Open PoS Session: Shows a list of all the active PoS Sessions, including the default session, from which you can choose one to open.
- Create a new PoS Session: Creates a new PoS Session.
These options were added for cases where a computer is moved to a different branch, and the old branch is saved to the registry. The options also make a demo possible where you open multiple PoS Sessions, for example, to demonstrate how a stock transfer works.
Fixes and Changes
- Fixed: An error was returned when you created a Quotation from a Project.
- Tech Note: All warning and filter text bars were changed from a coloured Style Layout group to a coloured label.
- The Document Designer was 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.