First read this topic: Before you upgrade
Functionality has been added to use Accounting Periods to generate Accounting reports (Instead of using the Transaction Dates.) This is useful for adding backdated Transactions after a Financial period has been closed off as well as for manipulating Cost of Sales transactions to fall in the same period as the corresponding Sales transactions.
By default, this functionality will be turned off and the Transaction Dates will drive the Accounts reporting.
This functionality can be enabled by setting the General Settings > Accounting > Use Accounting Periods setting = Yes.
A date field is provided for the Period date. The Period date is only available in the Ledger and visible only when the setting Accounting Periods = Yes.
When the Transaction date is set, the Period date is automatically set to the same date as the Transaction date. When the Period date is set, however, the Transaction date is not updated.
The Production Types module has been renamed to a more generic Classes and functionality has been added to create Items modules based on settings linked to Classes. Each Class can now open as a separate module simply by adding it to Menu Manager > Menu Items and will display all the Items from Categories linked to the Class. Set Type = Class and then select the Class in the Module column See image below:
The Classes functionality allows you to create modules with names that are industry specific. Eg. For a restaurant you could now have modules for Menus, Ingredients, Consumables and toggle between them without having to close any of them.
The motivation behind this functionality is to be able to provide a simplified interface that only displays the fields required for the Class. With this in mind a number of settings have been added to show/hide sections and fields as well as to set default values for fields that are not displayed. See image below.
User Access - User Access to Class Modules is set in the same way that it was set for Item Categories. From the Classes setup module you are able to select Menu > User Access and select which users have access to the selected Class. And from User settings > Items and Inventory > Classes Modules - User Access, you can select which Modules the selected user has access to.
User-defined fields can be linked to Classes and can be updated directly in the Classes setup form. (They are no longer available in the User-defined-fields module) See image below:
The new Classes module consists of a list view, which lists all the items in the categories which are linked to the class and an editing view which opens when you open an item from the list view.
The list view displays the list of Items in the Classes Module (Items in Categories that are linked to the Class). By default the grid is read-only, but you can make it editable by clicking Menu > Edit Grid. See image below:
Users can open the Editing View by double-clicking on the Item or by using the popup menu > Open Item function. The Editing View only displays the fields that have been selected to be displayed in the Class Settings. See image below:
When a Costing is used, the Caption for the Costing can be set (in this case ‘Recipe’) and it can be updated directly in the Classes module - see image below: