04/08/2026 (Desktop & Tracker)

Enhancements

Material Movement - The In Stock column now displays the quantity according to the selected Unit. An additional lookup Unit column has been added to the Items grid. (The editable Unit column is still available).

Suppliers - Export Grid functionality has been added.

Work Orders - The Size field from the linked Estimate is now available in the data pipelines WO_Rec and WO_All - SIZEDESC.

Work Orders - The Action to Upload Workticket (.pdf) has been moved from the Menu button to the Output menu. Reminder: The uploaded workticket can be viewed from the Tracker and mobile app.

Quotations - An Output option has been added to Upload Quotation (.pdf). You will be able to view the uploaded Quotation on the mobile app. The menu item to Upload Quotation (.xml) has been moved to the Output menu. NB. The available templates are the same as for Print & Preview. The Status of the quotation is not updated to the Default Output Status when this action is executed.

Customers - A Contact (Statements) has been added on the accounting tab. By default, statements will be sent to this contact if one was selected. If not selected, Statements will send to the Contact (Accounts). 

Customer Contacts - A Status column has been added to set Contacts to Cancelled if they no longer work at the company. Cancelled Contacts will still display in historical transactions, but they can no longer be selected on new transactions.

The following Bank Import profiles were added, and the naming convention of the profiles has been changed to indicate the date when the profile was added - we will rename profiles as we update them and file samples:

• SA Standard (.ofx) - July 26

• SA Standard (.ofx) - April 26 - Updated name only, previously 'Option 2'.

• SA Investec (.csv) - July 26

Production Planning Enhancements - Dashboard

A Capacity Planning chart has been added. This chart displays:

• Capacity - from linked Work shifts

• Loading - Active Tasks where Job Due Date is inside the selected Date Filter.

A Stages view has been added. You are able to use Batch Updates to update Shifts to a Stage.

An Operators view has been added. You are able to use Batch Updates to Assign a Shift to an Operator.

Fixes

Fixed: Tracker - Login audits were not created when users signed in - they are now created as Description = 'Login - Tracker'.

Fixed: When a Sales Order was copied to a new Sales Order, the default 'New' Status was not applied.

Fixed: Standard Estimating - If you executed the Overprint function from the Printing wizard's Summary tab for a Custom Imposition, the Qty Up on the Overprint Part would be set to 0.

Fixed: Dashboard - the Chart Type linked to Custom Reports was not used in the Dashboard. However, saving the Layout on the Dashboard will override the setting.

Fixed: Font scaling issue on the Bulk Emailing dialog.

Fixed: Inventory > Detailed Ledger > The Location filter was not working correctly. This caused the report to display incorrect records if the selected Location was not used by the item. The report no longer selects Pending Stock Checks - previously they were displayed as 'SC Error'. Reminder: Pending Stock Checks do not update Inventory.

Materials > Estimates - When a Material uses Price Type = Unit Price, the function to update the Material from Estimate no longer deletes the Costs linked to other Units (Other than the Base Unit). An error message is now returned when trying to update an Item from an inactive estimate.

Setup Accounting - The icons on the Expand/Collapse buttons have been updated.

Edit Staff > Settings - A grid footer with a count summary has been added. Grid filtering has been disabled on the Value column to prevent passwords from being exposed.