08/01/2025

Enhancements

NCR - The Status Note has been added to the List View.

Service Manager Enhancements

The Detail tab now includes the Responses and the Transaction and linked Ticket grid views so that the Projects tab can now be full screen width by default. 

An Act Hrs and Var Hrs field has been added to the Projects Treeview, hidden by default. These fields are populated when the Show Hrs checkbox is checked.

The Total Hrs are now populated automatically from Task level to the top level and second level as well as the Project totals in the footer. (Previously you had to use the ASAP/ALAP Action to update the Hours.)

A Status filter has been added to Projects.  Projects no longer open by default when an SM is opened - this allows you to set a filter before opening the Project by clicking the View button.

The Tasks Edit View now displays the SM No and Project Milestone in the footer. (If a Task is linked to a Project)

Fixes

Fixed: Ledger > Data Filter - When you selected a customer or supplier transaction and then selected a transaction that does not use customers/suppliers, you were still able to select a customer/supplier in the third filter.

Fixed: The Report column in the Trial Balance was updated to 'Profit or Loss' and 'Financial Position'.

Fixed: The Accrual summary in Financial Statements was disregarding transactions made on the last day of the period.

The Financial Statements > Financial Position queries were updated to improve performance, especially when the Report filter was not set to All.

Fixed: Production > Task View - When you selected 'Show Hrs', the 'Act Hrs' column was not updated. 

Weighbridge module: The Customer lookup is now sorted alphabetically with a containing search.

Fixed: Service Manager > Project Summary - When you changed certain fields in the Data Filter, the View button was executed.

Fixed: Projects > Batch Updates > Status - the Status lookup was sometimes listing the incorrect Statuses.