18/04/2023

Enhancements

Timekeeping - the Declined status has been renamed to Cancelled.

Digital Production - Only the Attachments that are directly linked to a Task are now displayed in the Task Edit window. (Previously all the attachments in the flow were displayed)

The Ledger Expense allocation has been updated to work the same as it does in BOSPro. (Previously you first added a record and then you selected a transaction, now you must select a transaction before adding it.

A warning is now displayed when users exit the application if unsent messages are in the Outbox.

Sales Opportunities - Summaries have been added to the opportunity Value fields in the Listview.

Bank Reconciliation - Email Excel functionality has been added.

Transaction Enhancements

• The Status field in the Summary View has now been prefixed by the Order ID to maintain the order in the Chart views.

• The Item Description in the Transaction Items View has been updated to include the transaction header Note if the Item Description is blank or 'Default'. Useful for Accounting Transactions which have 1x Default item.

• The Note field (first 250 characters) has been added to the Transaction View, hidden by default.

• An Out Amt in the local currency field has been added to the Items view. The Out Amt (CUR) field still displays the Outstanding amount in the transaction currency.

• The Out Amt field has been added to the Summary View (Pivot Table).

Estimating Enhancements

• A Find Panel has been added to the Input tab's treeview - this can be used to filter items.

• The Production time fields have been added to the Input treeview, hidden by default. (Setup (Hr/s), Speed - Qty and /Hr.

• Batch Update functionality has been added for the Setup (Hr/s), Speed - Qty, /Hr, Fixed Cost, Fixed Price and Clear Setup. The latter can be used to remove the Fixed Cost, Fixed Price and Setup (Hrs) from the selected items.

• The Code field was added to the Costs gridview, hidden by default.

Fixes

Alternate captions for Due Date Items and Due Date Trans have been added for use in the Field Chooser - before you could see 2x Due Date columns in the Field Chooser.

Fixed: You could update a read-only transaction from the Bank Import module.

The Account lookup in the Transaction Items Batch Updates has been changed to be the same as in all the other lookups. Format: Group - Account - Category.

The General Settings > Output... > Output was renamed to Output Templates

The procedure that converts Units in the Items module was updated to allow for more decimals - Previously, a Supplier Price of 49.9 / 1 kg was converted to a Cost of 50.0 / 1,000,000 mg.

Optimisation - The Band Headers were removed from the Ledger > Transaction Type (Items) gridview which allows for easier customisation of the gridview.

Fixed: The Transactions > Inventory filter in the Item Summary showed all transactions regardless of Status.

Fixed: When you stopped and then started Timekeeping in the Digital Production module, the End time remained editable.

Fixed: You could maximise the text editor used in SLS settings without maximising the controls in the form.

Fixed: VAT Recon: If the date period of a recon extended over multiple financial years, the VAT recon could not be found using the Fin Year filter. The 'Included' transactions were not being refreshed after transactions were added or removed.

Optimisation: The column header filter on the Settings > Value column has been disabled because it was filtering on backend values only.

Fixed: The min / max value on the Sales Probability value was not restricted from 0 - 100%