October 2025 Updates

Ver 1.0.51

Proposals – New Module

This new module sets up Proposal templates, which are linked to transactions. The model only supports transactions that use Price = Sell Price.

Settings:

  • Transaction Types > General > Enable Proposals (Y/N, default = N)
  • Transaction Types > Accounting > Pricing > Sell Price

Proposal Template

You must create a Proposal Template for each product. The template contains all the options and accessories that can be added to the product.

You can edit Proposal templates from Transaction Types, or from Transactions: click Menu (button) and select Settings > Edit Proposal Templates.

Proposal Items that are not linked to an item are ignored.

Proposal Items: A Proposal consists of Groups and Items. An Item counts as a Group when it contains child items. One level of indentation is supported.

  • Click Add Item (button) to add a root item.
  • Right-click and select Add Item to add an item to the parent Group, or to the item if it is a root item.

Fields explained:

  • Select: Applies to items only.
  • Types
    • Mandatory: An item must be selected. In a group, one item in the group must be selected. One item must be selected in the template.
    • Optional: An item can be selected or unselected. In a group, one item in the group may be selected.
    • Any: Groups only. One or more items in the group may be selected.
  • Description: Serves as a caption for Groups.
  • Item: Select an item with Type = MAT. The item’s Sell Price is selected (that is, Unit and Currency).

Transactions

If the two Transaction Type settings are in place, the following are enabled in transactions:

  • Header: Proposal (select from Proposals); Qty (default = 1). After a Proposal is selected, it cannot be changed (see the Actions button below).
  • Header: Qty (default = 1) is the quantity of the main item.
  • Menu (button) > Proposals:
    • Settings > Edit Proposal Templates
  • Actions (button)
    • Proposal > Select a different Proposal Template: Enables the Proposal lookup.
    • Proposal > View/Edit Proposal: Opens the Proposal Edit form.

Documentation Updated / Created

Ver 1.0.50

Statement of Financial Position: The balance is now highlighted green if it is balanced and red if it is out of balance.

CAA/SAA: With Select Month/Year, the end date is set to the current date.

Document Designer – New Module

This version started a new module that will be used to generate HTML and PDF documents from both the desktop app and the web app. This functionality will ultimately replace Reportbuilder, but for now you can use either of them.

How to design a document

Document Templates consist of stacked bands/blocks. Bands/blocks contain attributes (properties) that depend on the band type. The following default values are inserted when you create a document or add a band:

  • Margins: Top, Left, Right = 10 mm
  • Font: Roboto Regular; size: Caption 16 px, Text 10 px
  • Various other band-specific defaults

Notes on PDF vs HTML

HTML is pageless: all bands are stacked from the top down. PDF has pages, so it supports placement = Top, Header, Footer, etc.

Notes on Fonts

Only two Google Fonts are supported, with three styles each:

  • Roboto – Light, Regular, Bold
  • Roboto Serif – Light, Regular, Bold

If text includes Thai characters, the fonts are substituted as follows:

  • Roboto > Noto Sans Thai
  • Roboto Serif > Noto Sans Thai Looped

Notes on Images

To use images in documents, link them to Entities as attachments (e.g. Logo).

Fixes

  • Fixed: Service Types: The caption of the Notes button was renamed to Note.
  • Fixed: Cus/Sup Detailed Ledger: Errors that mostly affected Supplier Invoices:
    • The SI number was not assigned, and the transaction number was blank.
    • It now shows as SI (applies to transactions where the number is captured).
    • When you unchecked Local Currency for a customer or supplier that uses local currency, no records appeared. The setting now remains fixed on Local Currency.

Documentation Updated / Created

Ver 1.0.49

CAA/SAA: The Company filter can now be set in the Detailed Ledger View. Previously, you could only drill down to the Detailed Ledger from the Ageing View. You can now also open it from the Menu button > Views. The Currency column is now hidden when you view in local currency.

Items – Attributes: A Code field was added to Attribute Groups (for internal use). Attributes can now also be moved up and down (sorted).

Multi-Language: The Chart of Accounts can now be translated (the Description and Lookup fields).

Fixes

  • Fixed: Detailed Ledger: The balance always appeared in local currency, even when you were not viewing in local currency.
  • Fixed: An error was returned when you opened the Item Summary. The ‘Replenish’ filter was updated to include items that are on order.
  • Fixed: The font in the HTML Editor did not change to white in dark mode.
  • Fixed: Inventory > Replenishment: Items that are still on order now also appear.

Documentation Updated

Ver 1.0.48

  • Layout: The Light/Dark Compact modes were removed. They were very similar to the Light/Dark modes, and the Dark Compact mode did not work correctly anyway.
  • The Menu item Help > ‘Online Documentation’ was renamed to ‘Knowledge Base’. It now opens this documentation site.
  • The Language Editor is now filtered to the Subscriber linked to the database, not the Subscriber linked to the user. This change fixes a problem where incorrect languages appeared when you used the Support user.
  • Email / HTML Editor: An HTML button was added to switch between the WYSIWYG editor and an HTML editor.
  • Ledger – Detailed Ledger: The Currency column now only appears when you view a bank account. All other accounts appear in local currency.
  • CAA/SAA: The Output templates were split for the Ageing and the Detailed Ledger Views. The Detailed Ledger View is a separate module, essentially an extension of the Ledger.

Transactions

  • Transactions – Calendar: Batch Update functionality was added to the Edit View for the Calendar fields.
  • Transaction Copy Dialogue: The Items Group and From fields are now hidden by default. A Menu button was added at the bottom right. It lets you save the Items grid view by Transaction Type (of the transaction you are copying from).
  • Transactions – Items: The ‘Gross Margin’ column was renamed to ‘Profit’. GM% and Profit only appear when Price = Sell Price. The fields were also added to the Items View.
  • Transactions – Production: Added to Edit View > Menu (button). Production Views > Materials, Task and Outwork open the views, filtered to the selected transaction.

Service Type Modules

Items

  • Pricing: The RoE and Override RoE fields were removed from Supplier Prices. The current RoE still appears, but is hidden by default. When a supplier was added to a Supplier Price, the currency was not updated to the supplier’s currency. The price is also converted if the currency is changed.

Fixes

  • Fixed: When a foreign currency transaction was copied to a local currency transaction (e.g. PO to GR), the foreign currency amounts were added to the local currency transaction. They are now converted at the current RoE.
  • Fixed: When the Transaction No. was blank (e.g. Supplier Invoice), the transaction appeared blank in the Recent list. The Transaction Code now appears.
  • Fixed: The General Setting > Currency Conversion Model did not work correctly on non-accounting transactions. When the RoE was updated, the corresponding RoE (e.g. Local to Foreign) was not updated. You can switch this General Setting at any time, even if you have existing transactions.
  • Fixed: CAA/SAA: The Detailed Ledger Entity filters were not updated when you drilled down from the Ageing View.
  • Fixed: Ledger: The selected record in the List View is now refreshed when you go back to the Ledger from the Edit View. Deleted transactions were visible in the Ledger.
  • Fixed: Service Manager: When the Company was cleared, the Contact was not cleared. Thai text did not appear in the Detail band.
  • Fixed: Thai characters were unsupported in the HTML editor. The default font was changed from Segoe UI to Tahoma.
  • Financial Statements: When a period is selected, the date controls are now set to read only instead of being disabled.

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