17/11/2023

Enhancements

When the width of the Side Panel (Right Panel) is changed, it is now persisted using an INI file in the Temp folder which is located in the application folder. The initial width of the side panel is 472px.

Financial Statements - a Search column has been added to the report tree views to make searching easier - the Search column is hidden by default and contains the names of the parent accounts.

Changelog functionality has been implemented for key fields in the Customer and Supplier modules. See documentation for Customers and Suppliers. (The redundant Audit functionality has been removed from Customers and Suppliers.)

Sales Module - You are now able to add an editable lookup list for the Reference field.

Ledger - the VAT ID has been added to the transaction view and to the editing view - hidden by default.

Service Manager Enhancements

You are now able to add an editable lookup list for the Reference field.

A Type field has been added to Categories so that the Category now sets the Type (Internal, Customer, Customer (Account)). When a new ticket is created, you no longer need to select the Type. The Category is no longer editable on a Service Ticket. 

A new Type, Customer (Account), has been added in order to integrate the Service Manager with the Customer Age Analysis. See Customer Age Analysis 

Note: The upgrade sets the Type on all Categories to Customer - you need to manually update the Type on Internal Categories.

Inventory Reporting Enhancements

The Stock Ageing report has been updated to show 1 Year, 2 Years, 2+ Years.

Text Search has been added to the Default and Replenishment Views.

The Find Panel Search is no longer cleared when you scroll dates in the Default and Replenishment Views.

Fixes

Fixed: You were not able to save changes in the HTML Editor.

Fixed: Service Manager - when a response that uses user-defined fields was added, the Status was not updated.

Customers - Approved Limit has been renamed to Credit Limit.

Fixed: When you navigate away and back to a module, the Find Panel Search was cleared. (Tech Note: The functionality has been moved from the Query.Close to BtnView.Click)

Fixed: The grid filters were cleared when the list view was refreshed.

Fixed: The first time you sent an email after opening the application, an SMTP error was returned.