19/05/2023

Breaking changes

This upgrade deprecates the email-based Approval system in favour of using the new mobile app

The Sales Trends report has been moved from the Menu to the Sales module.

Pre-upgrade Tasks

Fix all the Ledger transactions that directly update Receivables or Payables. Use the following SQL to find those transactions:

select 

E.DESCRIPTION, 

L.DOCID

from VATITEMS V

join LEDGER L on V.TRANSID = L.TRANSID

join ENTRYTYPES E on L.ENTRYTYPEID = E.ENTRYTYPEID

join STATUS ST on L.STATUSID = ST.STATUSID


left join ACCOUNTS AD on V.DRACCOUNTID = AD.ACCOUNTID

left join ACCOUNTS AC on V.CRACCOUNTID = AC.ACCOUNTID


where ST.LEDGERID = 1

and ((AD.ACCCATID in (-1,-2) and V.DRACCOUNTID <> coalesce(L.COMPANYID,0))

  or (AC.ACCCATID in (-1,-2) and V.CRACCOUNTID <> coalesce(L.COMPANYID,0)))

Approvals App (Mobile)

Our new Approvals mobile application has been released. See Documentation: 

New setting: General Settings > Mobile Apps > URL: Approvals App - This setting is used to populate the link that opens the mobile app which appears on the email notification. eg. company.quickeasysoftware.com/approvals

Enhancements

Accounts Reporting - the first iteration of our new Accounts Reporting module has been released. This module will ultimately replace the freestanding Trial Balance, Income Statment and Balance Sheet modules. For now, the only additional functionality is viewing Budgets on the Income Statement.  See Documentation 

Transactions > Approvals (button) > Request Approval - This email has been updated with a link to open the mobile app.

Planning Board - The date filters on the Task and Job views have been updated to list future date periods. You can also select the date the filter applies: Req Date, Due Date or Start Date (Start Date on Task View only).

Variables and Options - The Estimate Variables and Options are now displayed in a treeview, similar to what you would see in the Estimate's Input screen.

The Audits view has been updated to be more user-friendly.

Vendor No has been added to the Customer and Supplier list views, hidden by default.

Contract Billing - The Serviced By field has been changed to a text field with a lookup that contains Suppliers and Entities.

Inventory Reporting module - The following fields have been added to the Stock Check view:

Transactions - The following Data Pipelines have been added - applicable when the procurement data is enabled:

Sales (SLS)  Enhancements

Fixes

Fixed: The Transaction Item was not totalled if the Qty was less than 0. (NB. You should never use negative quantities on a transaction)

Fixed: The Approvals module displayed items for transactions not in the Approval status. In addition, Checklist items were not displayed if you were the Administrator but did not have direct user access to Approve.

Fixed: You could select the default Receivables and Payables accounts in the Ledger.

Fixed: Production module > Task View - The menu item to 'Open SM Ticket' was enabled even when the Task was not linked to an SM.

Optimisation - The redundant Dies & Cylinder tables have been removed.

All the stored procedures used in the Approvals mobile App have been added to the upgrade script.

Fixed: The Inventory Stock Check report was displaying the Unit Price as at the end date of the Data Filter, instead of as at the Stock Check date.

Fixed: The Item Summary > Transactions (tab) was only displaying transactions that were in an Inventory status.

Fixed: Whan a new Sales Opportunity was added, it was not, in some instances, opened.