November 2025 Updates

Ver 1.0.54

  • Only custom Menu Groups can be added to the Tile Menu. A group is added if one or more items in the group have Tile Menu checked.
  • Menus (Setup): Drag and drop was enabled to move items up and down.

Email

  • Functionality was added to open an attachment (‘Open Attachment’) from the Email edit view.
    • Note: Attachments are not saved after the email is sent.
  • HTML Editor: A Format button was added.

Items

List View: The Variation Code column was hidden by default.

Codes were added to the Filter > Type lookup list (e.g. Material (MAT)).

Item Summary: The Min Qty, Unit Price and Value columns were hidden by default.

Inventory Summary View: The following fields were made editable, and Batch Updates were added for the editable fields:

  • Cost Price
  • Unit Price (Editable)
  • Min Qty (Editable)

Pricing View > Selling Prices: The columns Fixed Cost, Unit Cost, Profit and GM% (hidden by default) were added. Batch Updates were added for Price (Amount) and Price (GM%). A Batch Update of Price Amount or GM% clears ‘Price From’.

Transactions

  • The Fix column in the Transaction Items grid was hidden by default.
  • The Location lookup in Transaction Items now shows only the Location code.
  • The Cus/Sup Status is now appended to the Cus/Sup name in the Company lookup (e.g. Company Name (Active)).
  • Edit View: Batch Update functionality was added for VAT and Category.
  • When you create a new customer or supplier from a transaction:
    • The Cancel button was removed.
    • If you close the form and the Cus/Sup name is blank, you are prompted to delete the empty record.

The dialog used to add items to a Transaction can now be filtered as follows:

  • Customer transaction: A filter was added that limits the list to the customer selected on the transaction (unchecked by default).
  • Supplier transaction: Filter on the supplier in supplier prices (checked by default).

Transaction Types

  • The setting Enable Item Status (True/False, False by default) was added. When it is False, all references to Item Status are hidden.
  • Copy Rules by Status Trigger: The trigger now cancels only if the Status moves down or to a Cancelled Status Group.
  • Status: A default was added for ‘Output’.

Ledger

A Transaction View was added. It lets you find transactions without items.

Estimating

Settings: The Category setting now lets you select only one category. If a category is selected in the Estimate Settings, the Part and Group settings are disabled, and vice versa.

Fixes

  • Doc Designer > Transaction Header: The Rep column now shows the contact code. Previously, the full name was displayed.
  • The ‘/Unit’ footer summary was removed from the Transaction Items grid view.
  • Fixed: The Transaction Items popup menu displayed an ‘Open Estimate’ menu item when estimating was not enabled for the transaction.
  • Fixed: If you opened a contact and then tried to open a customer, a blank Edit form was opened.
  • The ‘Complete’ Status Group filter was removed from the Customers and Suppliers filter.
  • Fixed: Users: The ‘Check Connected Users’ function was not working.
  • Fixed: You were unable to add items to an Estimate if a general Category was selected.
  • Fixed: Items > Prices: If a Cost Price was set to ‘Price from Costing’, the price was not updated according to Costing and Cost Price Units.
  • Fixed: Items > Prices: Checking and unchecking the ‘Inc’ field on Sell Prices had no effect.
  • Fixed: The Users > Email ‘From Name’ setting was not working.
  • The Output (Print, Preview, Email) functions were reworked to make them more robust. There were cases of an incorrect attachment being sent by email.

Ver 1.0.52/1.0.53

When an Edit button also enables the New Item Row (used to add records), the caption was changed to Add/Edit.

Document Designer

  • A Line Height setting was added to the Transaction Header.
  • Fixed: When Margin = 0, the default margin was assigned. Now 0 means a margin of 0, and null values are no longer supported.

Fixes

  • Fixed: Transaction: When you click Menu > Select a different Proposal, the existing selection is now cleared by default.

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