04/02/2026

Enhancements

Transactions - The Outstanding item has been removed from the Data Filter, and it is replaced by Transaction Settings > Default - Outstanding Transaction. Reminder 1: You can view the Outstanding quantity to any downstream transaction in the Outstandings module: Menu (button) > Summaries > Outstanding. Reminder 2: The Outstanding column in the Transaction list view relates to Allocation functionality. Reminder 3: This functionality relates to the Out Qty and Out Amt fields in Transaction Items.

NCR - The lookup for Production Related Transactions now also displays the selected Item's detail.

Batch Tracking - The Note that is assigned on a Batch Receive Transaction is now also visible in the Item Summary > Batches View.

Service Manager Enhancements 

The Actual Hours are now cascaded to Groups and Milestones.

If more than 1 Level is displayed, the footer summaries for Hrs are removed.

Production Planning Enhancements

The Due Date is now also highlighted in red if it is earlier than the current date. (Previously, it was highlighted if it was later than the Required Date.)

The background of NCR No column is now highlighted in red if it contains an NCR No. and green if it contains a Remake NCR No.

Qty Complete - A General Setting > Production Planning > Set Quantity Complete in Tasks (Manual) - Y/N - Default = N. When Yes, you can manually edit the Complete Quantity in the Task View. When N, the Complete Qty is set on the Tracker.

NCR - A General Setting > Production Planning > NCR Category has been added to enable creating of NCRs from the Task View.

Tasks View - You are now able to create an NCR from the Tasks View by right-clicking on a Task and selecting Create an NCR. An NCR No. column has been added to the Tasks View.

You are now able to right-click a Task and Set the Task Complete. The Task view will be refreshed to remove the Task if the Complete filter is unchecked.

Fixes

Fixed: Batch Tracking - Batches created on today's date were not visible in the Batch Reports.

Fixed: Financial Statements - If the Accounts in a group summed to 0, the Group was not displayed.

Fixed: When you created a new Customer on a Transaction, and the default Status for new Customers is set to Active, you received a 'Customer is not in an Active Status' error when you tried to copy the Transaction. (The Active string had a trailing space)

Fixed: Transactions - Due Date from Credit Terms - The Due Date was not automatically updated. Now it is also updated when you clear the Due Date.

Fixed: Custom Reports - The Column Captions were not updated when you scrolled the Dates on a Report.

Fixed: Production Planning - Job View - All the NCR No's linked to the Transaction were displayed in the NCR No. column. (Should only be NCRs linked to the Transaction Item).

Fixed: Bank Import - An Error was returned in the Bank Import module if you have bank accounts in multiple Account Categories.

Fixed: Asset Depreciation - The Monthly depreciation is now calculated as Starting Value / Months. The Transaction Action: Add Depreciable Assets now pro-rates the first month by the number of days from Start Date to Month End.  (Calculation: If the Month and Year of Start Date and Trans Date are the same and the Day of the Start Date > 1, then the depreciation is pro-rated for the month)

Optimisation: The following columns have been added to the STOCKDATA table: MATUNITID, TRANSID. Reminder: The STOCKDATA table is the Inventory reporting table, and you can rebuild it from the Inventory module. (The new fields will prove useful for Custom Reports)