November 2026 Updates

Ver 2.6.0 – 2.6.8#

HTML Editor for Emails and Notes#

• Emails > HTML editor: Email messages, Output Template email bodies and email stationery now have a word-processor style editor.
  • It has an Editor tab with a formatting toolbar, and a Code tab.
  • Merge fields are inserted where you click.
  • Sent emails are read-only.
• General Settings > Enable Rich-Text in Note fields: A new setting lets notes be formatted (bold, colours, lists and so on) in the same editor.
  • It is unchecked by default. Add it with Add/Update after the upgrade.
  • Notes written before stay plain text until they are edited.
  • Clear Formatting makes a note plain text again.
• General Settings > Default - Font name for HTML and Default - Font size for HTML: Two new settings set the editor’s default font (Calibri, 9).
• Items > Formatted item note: With the setting checked, item notes can be formatted too. The formatting is copied with the item to transactions.
• Notes > Same layout everywhere: Notes are now listed and edited in the same way in items, assets, the Service Manager and the Notes & Attachments panel.
  • One line per note (reference, user and date), newest first; Expand shows the whole note.
  • Notes are added and edited in the Edit Note window.

Cost of Sales#

• Cost of Sales module: A new module shows what each transaction, or each entry on it, has cost so far, like the Cost of Sales of BOS Enterprise.
  • It adds up the purchases, stock issued and returned, and timekeeping in the transaction’s flow.
  • It has a Transactions view and an Items view, and you can double-click a cost to see the entries behind it.
  • On a Work Order, each entry with an estimate shows its materials, tasks and outwork, with the estimated and actual cost.
• Transaction Type Settings > Cost of Sales: Four new settings on the measured Transaction Type (for example, a Sales Order or Work Order) choose which Transaction Types count as purchases, issued, returned and timekeeping.
• Copy Rules > Actual Cost: A new box on the Copy Rule from a Production Work Order to the Goods Received of the finished goods copies the entry at its actual cost per unit instead of the estimate.
  • The actual cost comes from the materials issued and the Work Order’s Cost of Sales settings.
  • It is unchecked by default, so nothing changes after the upgrade.

Close-off Date#

• Transaction Type Settings > Close-off Date: A new setting closes off a Transaction Type up to a date.
  • Transactions dated on or before it are read-only, and a warning is shown.
  • They cannot be set to Done or deleted.
  • Every change of the date is in the Changelog.
• Transaction Setup > Close-off Date column and Batch Update: The Transaction Setup list shows each type’s Close-off Date, and Actions > Batch Update sets it for several types at once.
• Not covered yet: batch updates, allocations and payments, Bank, PoS, asset depreciation runs and imports do not check the Close-off Date.

Stock Price and Weighted Average#

• Transaction Type Settings > Pricing = Stock Price: A new Pricing option for stock documents (for example, Goods Issued, Transfer Issue and Stock Adjustments) adds items at the Stock Price of the entry’s location.
• General Settings > Auto Update Stock Price (Weighted Average): A new setting keeps the Stock Price of every item and location up to date as a moving weighted average.
  • It is unchecked by default and can be checked at any time.
  • A backdated change re-prices the later entries priced at the Stock Price.
• Items > Inventory Movement view: A new Items view shows, per item and location, the opening stock, the movements and the closing stock for a period, with their values.
• Items > Item Summary Movement and Price History:
  • Movement is listed newest first, with new quantity, unit, unit price and Stock Price columns, and a warning when a price differs from the Stock Price.
  • Price History shows the type of each price and the transactions behind it, and rows can be deleted.

Promotions#

• Price Lists > Promotions: A new Promotions tab gives a discount for a set period on selected items, for customers in selected categories, without changing Price Lists.
  • It applies to transactions priced at the Sell Price.
  • A promotion can be added to the Price List discount or replace it.
  • Transactions already captured are not changed.

Parent and Child Assets#

• Assets > Relationships (tab): An asset can now be linked to the asset it belongs to (for example, a part to its machine).
  • The new tab shows the parent and the child assets as a tree.
  • The Assets list has a Parent column.
• Attributes Setup > Copy to Asset: Only attribute sets with the new Copy to Asset box checked are copied to an asset created from a transaction item.
  • No sets are checked after the upgrade: check the sets that should be copied.
  • When the transaction already has an asset, the new asset becomes its child.

Enhancements#

• Stock Adjustments > Adjustment by batch: Stock Adjustments with batch tracking now count each batch separately, with Batch No. and Expiry Date columns.
• Inventory Tracking > Serial Number (Unchecked): A new tracking option lets serial numbers be entered on the entry, without serial number checks.
  • Batch and serial number columns now also show on order and reserve entries.
  • Reserve entries select serial numbers from the ones available.
• Locations > Inventory Account: A location can have its own Inventory Account.
  • Entries on Transaction Types with the new Dr / Cr Type Inventory post to the account of the entry’s location.
  • Locations can be batch updated in Entities.
• Contacts > Changelog: Changes to contacts and their attributes are now logged (View Changelog on the Contacts menus).
• Customers and Suppliers > Generate Code: Actions > Generate Code generates the code of the selected customers or suppliers at once.
• Service Types > Company Lookup and attributes: Two new kinds of Service Type settings: how the company is shown (name, code or both), and which attributes appear in the list and edit views.
• Bank Reconciliations > Output: Bank reconciliations can now be printed, previewed and emailed with Output Templates.
• Budgets vs Actuals > Output: Budgets vs Actuals can now be printed, previewed and emailed with Output Templates. Three sample templates can be imported.
• Transactions > Add Items:
  • A Location lookup lists the items at a location with their stock.
  • When the customer has a Price List, you can now also list the items that are not on it. Those items are added at their Sell Price.
• Transactions > In Stock column: A new (hidden) column shows the item’s stock at the entry’s location.
• Transactions > Add Items from another Transaction: Trans (button) now follows the Copy Rules in the same way as the Copy dialog, including Work Order materials and outwork.
• Transactions > View Linked Transactions: Links > More… opens a list of all the linked transactions, with their statuses and totals.
• Transaction Setup > Enable Estimating: Production is now four options, to show only the production views a Transaction Type needs. Existing types keep all of them.
• Transaction Setup > Copy: A copied Transaction Type opens ready to edit.
• Output > More transaction fields: Transaction Output Templates have new fields in the Form Designer:
  • Items: the stock quantity and count, the tracking (batch or serial numbers) and expiry date, the WHT section (number and description, in the transaction’s language) and the transaction the item was copied from (for example, SO 1001).
  • Notes: the item and header notes, which keep their formatting when printed.
  • Header: the Credit Term code, and the reference of the transaction it was created from.
  • Estimates: the material’s item code and description, location, status, quantity issued and quantity outstanding, and the routing status.
• Production > Description column and copied descriptions:
  • The production views have a new (hidden) Description column.
  • Entries copied or added from Production get the item’s description and code, in the transaction’s language.
• Estimates > New button: The New button is hidden in an estimate that was created from an Assembly item (shown as No Estimate Type).
• Items > Item edit view:
  • A warning is shown when another item has the same code.
  • The Inventory Location button adds several locations at once.
  • Materials added on the Costing tab start as Job Qty.
  • Transaction defaults keep every value as set, with a warning for a value the Transaction Type cannot use.
• Items > Faster Item Summary and Inventory Summary: The item locations list opens much faster, with the same figures.
• Service Manager > Batch Update Reminder Date: Batch Update can now set or clear the reminder date of the selected jobs.
• Bank > Open Ledger on Left: Bank items can now open their ledger in the main panel as well as on the right.
• Bank Reconciliations > Insert/Update: When a linked transaction’s amount has changed, the bank item is updated and set back to Pending.
• Timekeeping > Override Status: A status that can be overridden can be changed only by users with Timekeeping Edit access.

Fixes#

• Fixed: Copy Rules > Copy dialog prices: The Copy dialog could show a different unit price and total from what the copy gave the new entry. It now uses the same pricing rules as the copy, and its total includes VAT.
• Fixed: Copy Rules > Trigger without items: A Copy Rule with the action Trigger created a transaction even when it had no items to copy. Now nothing is created in that case.
• Fixed: Transactions > Copied item changelog: The changelog of a copied transaction’s items showed changes made by the copy itself. These are now removed, as they already were for the header.
• Fixed: Transactions > Default From / To Location: Clearing the default From or To Location in the Transaction Setup made new transactions stop with an error. A cleared default now leaves the location blank. A new transaction of a PoS session keeps the session’s From Location.
• Fixed: Transactions > Copied asset kept: A copied transaction now keeps the asset of its source transaction, even when the asset is not linked to the selected customer or supplier.
• Fixed: Transactions > Attributes refreshed: After Create an Asset or Open Linked Asset, the transaction’s attributes are refreshed when the asset is closed.
• Fixed: Copy Rules > Branch and Till entities: Copying a transaction or Service Manager job on a Transaction Type or Service Type with Branch or Till entities checked the registered entity instead of the branch or till, so users limited to a branch could not copy. The copy now checks, and keeps, the selected entity.
• Fixed: WHT > Incomplete WHT on an invoice: An invoice item with a WHT% but no WHT Section (or the other way round) was skipped by Update Withholding Tax. A warning is now shown on the invoice, and the payment shows an error until the invoice is complete.
• Fixed: Transaction Setup > Pricing column: The Pricing column was blank for Sell Price (Any Currency) and Stock Price.
• Fixed: Stock Adjustments > Count and Unit Price changed together: Changing the Count and then the price before leaving the entry did not update the Qty. Entries saved before the fix: enter the Count again, or select Actions > Update In Stock Qty, and save.
• Fixed: Production > Assembly routing cost: Adding an Assembly or Costing item to Production in a unit other than its costing unit charged the routing per transaction unit instead of per costing unit. Routing costs and speeds are now converted to the transaction unit. Entries already in Production are not changed.
• Fixed: Estimates > Estimate quantity: An entry copied from an entry with an estimate into another transaction changed the estimate’s quantity, and the copied entry’s price was replaced by the estimate cost. Both now keep their own values.
• Fixed: Estimates > Update from Setup on an Assembly entry: Update from Setup deleted the materials and routing of an Assembly entry and added nothing back. It now rebuilds them from the item, in the entry’s unit.
• Fixed: Items > Routing quantity: A routing line linked to a task or outwork item showed a blank quantity, also when copied to Production or an estimate. It now shows the item’s quantity (1 when not set).
• Fixed: Items > Cost Price on an Assembly: Adding a cost price to an Assembly added a routing line, and deleting the cost price deleted it again. Cost prices no longer change the Costing tab.
• Fixed: Items > Search: A new item, or an edited or copied one, was found by the Add Items search only after it was saved again. The search is now updated on every save.
• Fixed: Inventory Report > Goods Received excluding VAT: Goods Received and positive stock adjustments priced including VAT were valued including VAT in the Inventory Report. Run Rebuild Inventory Report to correct older rows.
• Fixed: Supplier Age Analysis > Detailed Ledger opening balance: With a date filter, the Opening balance showed as a negative amount (for example, −12 085.44 instead of 12 085.44), so the running and closing balances were wrong too. The Customer Age Analysis was correct.
• Fixed: Library import > Item Attributes: Importing items from the Library stopped with an error when an attribute group was already imported. The existing group is now updated.
• Fixed: Entities > Delete: Deleting an entity failed with an error. It now works, except for an entity used as a cost centre in an item.
• Fixed: Contacts > Generate Code: Generate Code gave every contact with the same first three letters the same code (for example, ABC001). It now takes the next free number.
• Fixed: Contacts > List refreshed after categories are changed: Changing a contact’s Categories in the contact edit view now refreshes the contact’s row in the list at once. Before, the old categories showed until the list was viewed again.
• Fixed: Staff > Status and sales rep: A contact who is both staff and a customer or supplier showed the customer’s status and sales rep in the Staff view.
• Fixed: Users > Deleted users: Deleted users are no longer listed in User Access, the main and email lookups, and the PoS Setup duplicate contact / PIN warning.
• Fixed: Service Manager > Notes and attachments: On Service Types with Enable Company = Internal, notes and attachments are now linked to the job’s person instead of the company.
• Fixed: Service Manager > Search No.: The No. search box found the wrong job. It now finds the job by its number.
• Fixed: Service Manager > Detail tab: The Detail tab now uses the default font, and its columns line up.
• Fixed: Budgets > Status dropdown colour: In the budget edit view, the Status dropdown list was drawn in the status colour while open. It now opens in the normal colour.
• Fixed: Attachments > Attachments screen: The Created column now shows a date, Project Task attachments are listed, the Module column shows the right record, and Batch Update can delete attachments.
• Fixed: Attachments and Notes > Updates and deleting: Batch Update and renaming now record the date and user. An attachment or note is deleted when the last record it is linked to is deleted; before, they were kept.
• Fixed: Restart opened the Login: When BOS could not reach its server straight away at start-up (a short network blip), it went back to the Login. BOS now tries three times, and if the server still cannot be reached, it shows “We cannot connect to the database right now”.
• Fixed: Spelling: Captions and hints were corrected: Bank Download File, Transactions Edit Address and Dividends & Profit, Customer Age Analysis Back To Customer Age Analysis, Edit Reports Stacked Columns diagram, and “Settings will be deleted. Continue?” (the Settings delete message).