September 2026 Updates

Ver 2.2.0#

Enhancements#

• Login: The app opens faster and shows its progress while it runs the initialisation steps, which previously ran in the background before the app was displayed. This improvement is especially noticeable across regions.
• Contacts > Addresses: An address Default = Billing was added. Addresses can now be copied.
• Transaction Types: The Enable Delivery Address transaction setting was renamed to Enable Address. You can multi-select these options:
  • Delivery: Enables the delivery address, which you can select and edit (address, address_code).
  • Billing: Enables the billing address, which you can select and edit (address_billing, address_code_billing).
  • Note: These address fields are in the trans_header data pipeline.
• Transaction Types > Inventory Transfer: These transaction settings were added (applied when Inventory > Enable Transfer Issue is checked):
  • Inventory > Default – From Inventory Location
  • Inventory > Default – To Inventory Location
• PoS: Sign In and Sign Out no longer generate a Timekeeping record. The Hrs (S) column was removed and Hrs (C) was renamed to Hrs. The upgrade script deletes the existing Sign In records, and Type = Sign In was removed from the Timekeeping module.
• Emails > Forward: Forwarding an email now creates a copy in the Outbox, with its attachments. The subject starts with “Fw: ”, the recipients are cleared, and the sender details are taken from your user settings.

Asset Enhancements#

• A Depreciation attribute set was added for assets. It contains the fields required to enable the straight-line depreciation model.
• A Menu > Views > Depreciation view was added to show a summary of depreciable assets.
• Transaction Types > General > Enable Depreciation: Enable this transaction setting on one Transaction Type only. A warning appears if it is enabled on more than one. When it is checked, an Actions > Depreciation > Add Depreciable Assets action appears on the transaction. The action:
  • Adds a custom line item for each active depreciable asset (where the Book Value is greater than the Residual Value), linked to the asset. The first month is calculated pro rata, and in later months the amount is capped so that the Book Value does not go below the Residual Value.
  • Sets the Status in the Depreciation attribute set of the assets being depreciated to Active, and of fully depreciated assets to Complete. (The asset’s own status is not changed.)
  • Note: The action replaces all the existing line items on the transaction each time it is run.

Replenishment Enhancements#

• An All Units data filter was added. It shows all the units linked to the item, and the Unit column is highlighted in green where you can transact with the item (that is, units linked to a price).
• A View Item Summary link was added to the popup menu.

Projects Enhancements#

• Look and feel: The Projects module in Service Types has a more user-friendly and logical layout, including the Projects data filter.
• Service Types: A Projects > Default – Enable Task Groups checkbox was added (checked by default). When it is unchecked, new projects are simplified, with milestones and tasks only. A project’s setting cannot be changed once items are added.
• Project Templates: The Status lookup was changed to:
  • Pending
  • Active (required to add a template to a project; the template’s Enable Task Groups setting must also match the project’s)
  • Cancelled
• Scheduling: The scheduling actions were moved to Project > Actions > Schedule. Scheduling is now only supported at milestone level. You can schedule ASAP (From Project Start Date) or ALAP (From Project End Date). Explicit start and end dates were added for scheduling. The scheduling options are:
  • Every Day
  • Exclude Sundays
  • Exclude Weekends

Fixes#

• Fixed: Replenishment: When you added items to a transfer transaction, the price was not set according to the transaction’s Pricing setting. You could also select a supplier when you selected Transfer.
• Fixed: Potential SQL errors in queries and stored procedures.

Ver 2.1.3#

Enhancements#

• Items > Inventory Summary: The Find Panel was enabled.

Fixes#

• Fixed: Replenishment: The Last Transaction No. did not show the correct transaction.
• Fixed: HTML Editor: The HTML tags for editing User Stationery were incorrect.

Ver 2.1.2#

Enhancements#

• Transaction Types > General > Set Fields to Read-only: Status was added.
• Customers/Suppliers: The Currency and Tax attribute set is now added by default when a new customer or supplier is created.

Fixes#

• Fixed: An error was returned when you accessed the Language Editor.
• Fixed: Transactions: You could not clear the WHT Section in the transaction items grid.
• Fixed: An incorrect parameter list appeared for the [user_…] parameters.

Ver 2.1.1#

Fixes#

• Fixed an issue with adding items to a transaction.
• Fixed an error with the trans_no field when the services module was opened.

Ver 2.1.0#

Enhancements#

• Entities > Output: The fields on the Output tab were enlarged and splitters were inserted.
• Service Types > Output: Templates can now be linked to Entities. No selection is the same as selecting all. Remember that you can add a different Logo, Masthead and Bank Details to certain Entity records.
• Email Stationery: These settings were added:
  • General Setting > Email Stationery: [user_…] tags are used to show user information.
  • User Setting > Email > Email Stationery: Your own stationery, which replaces the general one. It can be fixed text, and the [user_…] tags can also be used.
    • Note: A [user_stationery] tag can now be added to all email body templates.

Bank Module Enhancements#

• Created, Updated and Updated By columns were added to the List View.
• Bank Imports:
  • Matching transactions now appear for the selected bank statement item. These transactions have two options:
    • Exact match on Amount and Date: Right-click the transaction to link or copy it.
    • Partial match on the Description: Right-click the transaction to copy it.
  • The Bank Balance can now be edited on a pending Bank Import to support import profiles that do not include a balance.

Tax Reconciliation Enhancements#

• Transactions linked to a tax reconciliation are no longer read-only. They can be edited if they have a status that allows editing, and a warning appears if a linked transaction’s status is changed.
• A filter lets you select one of the following when you view the tax reconciliation List View. This setting is hidden if the company does not use WHT.
  • VAT
  • WHT Payable
  • WHT Offset

The following data pipelines were added (tax_recon_items was removed):

• tax_recon_items_all
• Tax_recon_items_input
• Tax_recon_items_output

Financial Statements Enhancements#

• The Fin Year (12 Months) data filter was fixed.

Data Pipelines were added to create Output templates for the Statement of Profit/Loss and Statement of Financial Position (five levels are supported):

• fs_profit_loss_1 (nested levels 1 to 5)
• fs_financial_position_1 (nested levels 1 to 5)
• fs_trial_balance

Transaction Enhancements#

• You can now Copy Items from other transactions that have a Copy Rule to the active transaction. A new Trans button was added.
• You can now convert a Custom Item into an Item. Right-click a custom item on a transaction and select Convert to Item.

Transaction Types > Output: Templates can now be linked to an Entity. If an entity is not selected, the template can be used for all the entities. Remember that you can add a different Logo, Masthead and Bank Details to certain Entity records.

Transaction Types > General: These settings were added:

• Transaction Number: An Edit (Text) option was added for invoice numbers that are alphanumeric.
• Set Fields to Read-only: You can multi-select the following fields:
  • Transaction Date
  • Company
• Company Lookup: This setting was added. Options include:
  • Name (default)
  • Code
  • Name (Code)
  • Code – Name

WHT Enhancements#

A WHT section was added to transaction Items. Options are:

• 1: Wages 40(1)
• 2: Commissions 40(2)
• 3: Royalties 40(3)
• 4: Interest & Dividends 40(4)
• 5: Rent & Services 40(5)
• 6: Other Services 40(6)

Invoices:

• A WHT option and percentage must be entered on the invoice.

Payments:

• A separate line item is created for each allocated invoice entry.
• These fields were added to the trans_header data pipeline:
  • wht_total: The total of all sections.
  • wht_total_text: The same total as Thai text.
  • wht_total_1 (1 to 6)

Fixes#

• Fixed: Items > Prices: When you captured a new price, the price was recalculated if the Currency or Unit were updated.
• Fixed: The global Refresh button did not update the SQL lookups of the attributes on the open module.
• Fixed: Transaction Types: You could not set the starting number to 1 (that is, set the sequence to 0).
• The redundant WooCommerce and Shopify settings were removed from the General Settings.
• Fixed: The function ‘Users > Actions > Update Users’ made the application hang.
• Fixed: When you edited user access, the deleted users were not filtered out.
• Fixed: An error was returned when you deleted an Entity.
• Fixed: PoS: The function to set the expected Opening Cash Balance did not work correctly if the last PoS session was not in a Default = Closed status. The function now checks that the status is in a Group = Complete status.

Tech Note: Language translations were added to a new API in Commander.

Ver 2.0.0#

Enhancements#

• Custom Reports: Unused filters are no longer removed when a report is saved or the SQL Editor is closed.
• Users:
  • Users can be deleted and are moved to the Recycle Bin.
  • Deleted user records do not appear when the Recycle Bin is filtered to All. You can only view deleted users when you select Users as the Module.
  • While a user is in the Recycle Bin, their name remains active and shows on historic records. If the user is emptied from the Recycle Bin, the name is blank.

Fixes#

• The connection manager was updated to prevent the application from ‘hanging’ when an internet connection is lost.
• Fixed: All the functions and procedures that reference DELETEID were updated to coalesce (DELETEID, 0). This fix changed 45 functions and procedures.
• Fixed: Assets: Add Default Status did not work.
• Fixed: Projects: The Milestone and Group Hours were not updated when a Task was deleted or copied.