08/04/2026

Enhancements

Purchase Orders: An Updated by field has been added for use in Change Logs. It will remain blank until a Purchase Order is updated.

Quotations: The Quotation Item Category field has been added to the quotation items data pipeline: CATEGORY_QTITEM

Quotations - Job Category: An Account field has been added. When the Category is assigned to a Quotation Item, for instance an Estimate, the Account is assigned from the Category. (Only if the Account field on the Category is not blank.)

Inventory - Ageing View - An Item Status column has been added which allows you to filter the column by Status.

Change Log: Colour has been added to the change logs to make it easier to see the before and the after data.

Customer Enhancements

The Type field (Individual/Company) has been removed - all Customers work the same as the Company type worked before.

A Deposit % field has been added to the Accounting tab for use in Quotations. By default, the Deposit % is set to 50%. The upgrade script sets the field to 50% and Batch Update functionality has also been added to update this field.

Service Manager Enhancements

• The following Settings have been added:

  • User Settings > Service Manager > Default Data Filter (Default = Today)

  • General Settings > Service Manager > Enable editing Status and Assign to (Default = No)

• Side-panel View:  A number of header fields are now also displayed in the side-panel view. The Status and Assign to fields are editable if the above setting is set to yes.

• Side-panel View: You are now able to right-click a note and Expand or Collapse it - the Expand/Collapse state will persist so it can be used to flag completed items.

• You can now create a Sales Order directly from the Service Manager - for example when a Quotation is not required.

Fixes

• Fixed: Service Manager - the default email was truncating the Response text.

• Fixed: MMR - If you changed, say, the Item Description, and then updated the Status without saving, your changes would revert.

• Fixed: Transaction Links - a truncation error was returned if you recorded an unusually long supplier Invoice number.

• Fixed: Customer Invoices > Edit view - The DN No was displaying the DnItemID field instead of the DN No.

• Fixed: Change Logs - When a Transaction was copied, the Status change on the Source transaction was not assigned to the current user.

• Fixed: The <Qty Up> used in the Print Description was not working correctly for 'Custom Impositions'.

• Fixed: The link for Help > Online Documentation was incorrect.