September 2025 Updates

Ver 1.0.47#

Fixes#

• Fixed: In some cases, the Save/Restore grid functionality in transactions and services did not work.
• Fixed: Assets: The Updated By column was blank.
• Fixed: Ledger: The grouping on the New button did not work correctly if there were no Supplier Transactions.
• Fixed: Transactions: The Global Refresh did not update the Reference lookup query.
• Fixed: SM: The Assign To lookup truncated names.
• Fixed: When you copied a Supplier transaction, you were warned that the supplier was not Active, even if the supplier was active.

Service Modules#

• The Detail View now shows Contact details (Contact, Rep, Assign To) and the Asset Attributes for an Asset linked to the SM.
• An action, Link to Service, was added to the Actions button menu on Transactions.
• A Total (exc) column was added to the Transactions Grid View.

Service Modules – Profit / Loss#

Settings were added to identify the transactions and timekeeping that contribute income or expenses to an SM module (Projects, NCRs, etc.). The settings are:

• Timekeeping – Expenses (+): Y/N.
• Transactions – Expenses (+): Select one or more transactions that contribute expenses (e.g. SI, Cash Expenses).
• Transactions – Expenses (-): Select one or more transactions that reverse expenses (e.g. Supplier Debit Notes).
• Transactions – Income (+): Select one or more transactions that contribute income (e.g. CI).
• Transactions – Income (-): Select one or more transactions that reverse income (e.g. CC).

When these settings are enabled, a Profit/Loss summary appears in the centre panel.

NCR – Service Modules#

You can now set up a Non-Conformance Reporting (NCR) module with Service Types.

• Setting > NCR > Enable NCR: Y/N.
• Add Categories: Default Categories > NCR.
• Add Status: Default Status > NCR.
• Add Notes: Default Notes > NCR. (If you add the notes after the Status, the notes include links to update the Status.)

Transactions: An additional field was added to the Transaction Headers, so that a Problem Transaction can be linked to, for example, a Workflow SM and an NCR SM. The field name is project_id_ncr.

Note: For NCRs, the Enable Company setting is set at Category level. The setting is ignored if you add it to Settings.

NCR > Transactions#

• Setting > General > Enable NCR (Problem): Y/N (Default = No).
• Copy Rule: Execute = Transaction (NCR).

When a transaction is linked to an NCR as the Problem transaction (setting above), the following NCR actions are added to the Actions button dropdown menu:

• Create NCR (Problem): Creates a new NCR and links the current transaction as the Problem Transaction.
• Link to NCR (Problem): Links the current transaction to an existing NCR as the Problem Transaction. (Warnings apply.)
• Copy Actions where Execute = Transaction > NCR.

Transactions#

• Functionality was added to Edit View > Menu (button) to go to Production modules.
• The prefix ‘Warning – ’ was removed from messages in the orange warning bar.

Assets#

A popup menu was added to Vehicle and Equipment Views:

• Edit
• View Notes & Attachments

A warning appears if you delete an Asset that is used in a Transaction Item or Header.

Contacts#

A warning appears if you delete a contact that is used in a Transaction Item.

Fixes#

• Fixed: When a staff member was deleted, the Entity link was not deleted.
• Fixed: You could delete read-only transactions from the List View.
• Fixed: When a Transaction Item was copied, the new item was not focussed.
• Fixed: SM: The warning about the user email checked the User table instead of the Contacts table.
• Trans_Items: The delete triggers were combined.

Calendar#

The Alternate Captions in Transaction Items were updated.

A warning appears if the Calendar settings are incomplete or no Resources are assigned.

Functionality was added to work in Years/Months, for example, for property rentals.

Functionality was added to search and filter Resources.

An Unallocated Resource was added to the Calendar.

• Setting: Resource used for unallocated Events (enter a name). If blank, the resource is not created.
• Events are added to the Unallocated Resource if the Resource is blank but a Start and End date is set.

You can move and resize events, and the linked transaction is updated.

Functionality was added to search and filter Resources.

Transaction Setting > Calendar > Set Quantity from Calendar (Duration between Start and End Dates): The Qty is set by the Minor Scale (Hours, Days, Months, etc.).

Note: The Days functionality is based on a check-in/check-out model, so 12/10/25 to 13/10/25 = 1 day.

The transaction is updated as follows:

• If you update the Start Date, the Qty is updated.
• If you update the End Date, the Qty is updated.
• If you update the Qty, the End Date is updated.

The Item No. was added to the Event title (e.g. QT232/1).

Orphan events are now deleted when the Calendar opens, for example, when a Resource is removed from the Calendar. However, linked transactions are not updated.