17/06/2024

Enhancements

The Tile Menu has been changed to a fixed look and feel and colour (Navy). In addition, live notes have been added to the Tiles for Transactions and some of the Fixed modules. eg. 23 Pending; 12 Active

Ledger - The (often long) list of transactions that pops up under the New button, has been grouped by Customer, Supplier and other transactions to prevent scrolling the popup menu.

Financial Statements - A Menu (button) > Hide Decimals option has been added to the Statement of Profit/Loss and the Statement of Financial Position reports. The Filter layout has been updated to prevent scrolling the module when it is running half-screen on FHD.

Notes and Attachments- The side-panel view has been updated with an Expand checkbox above the Notes. Attachments have been moved to the bottom and the list is sized according to the number of Attachments.

Timekeeping - The Filter layout has been updated to prevent scrolling the module when it is running half-screen on FHD. The Service lookup has been updated to show the parent assembly (Code > Description).

Transactions - Customer and Supplier Columns have been added to the popup Items lookup, hidden by default.

Cost of Sales - Transactions: A From column has been added, hidden by default. 

Customer/Supplier/Item Summary modules - These modules have been simplified into drilldown-only modules by removing their Search functionality. In addition, this prevents users from accessing Customer/Supplier data they don't have access to. These modules can no longer be added to the Menu.

Fixes

Fixed - Service Manager: If 'Assign to' was set on a default Response, it did not get applied when an SM was created.

Fixed: When the Transaction Setting: Start a new Transaction Flow was assigned to a Transaction, the SM No. was still copied to the new Transaction.

Fixed: You are no longer able to 'Decline' a completed Transaction Checklist. Admins are still able to reset the Checklist, however.

Fixed: The Service Manager Side-panel view was not displaying all the Responses. 

Fixed: You were not able to filter the Company column in the Suppliers list view.

Fixed: You were able to bypass settings and delete Stock Check records by clicking the 'Delete' button. The built-in delete functionality has now been disabled from all grid views.

The warning for Customer/Supplier name changes has been updated to be more robust.

The grid Seach panel on the popup Item lookup is now hidden until records are returned by clicking the View button.