04/09/2025

Enhancements

Change Logs

The Change Log functionality has been updated and is now working in the following modules: 

• Customers

• Suppliers

• Items

• Transactions

• Weighbridge

• Settings

You are able to view the entire Change Log from Main Menu > Help > Change Logs. In modules, you are able to view Changelogs from the List View (All changes to the module) or from the Edit View (All changes to selected record).

Note: The General Setting > Remove Audits/Changelog older than X Months now defaults to 12 months to prevent database bloat. 

Other Enhancements

Service Manager - Holidays have been removed from the ASAP / ALAP Scheduling actions. The ASAP action now also updates the Project End Date. Responses have been moved from Actions to Responses button above the Responses panel. The Gantt Diagram now only shows the levels that are affected by Scheduling. 

Transactions/Service Manager - Status changes are now logged to a new table named STATUSCHANGE. This table can be used in Custom Reports, for instance to list transactions completed in a specific time period. (This replaces similar functionality that could be derived from the Audits table).

Customers - Notes have been added to explain how the Adj% settings in the Accounts tab are applied.

Estimating - an Adj % setting has been added to Items in the Estimating tab.  The setting can also be batch updated in the Items > Estimating view. This setting is used to set the Adj % when an item is added to an estimate. Note: This setting only applies to general estimates that use Cost Price - it is not applied to Estimate Types. Applies to Estimates that use Cost Price only. Reminder: If an Estimate uses Sell Price, the customer > Item Adj% is applied in the Estimate.

Transactions - The Action > Update Transaction > Reset Transaction Flow now also removes links to SMs.

Settings > Users - A Position field (from the linked Staff table) has been added to the Users grid view.

Ledger - Detailed Ledger - The Balance is now calculated according to the Account Category (Previously Balance = Dr - Cr):

• Assets & Expenses - Dr - Cr

• Liabilities, Equity, Revenue - Cr - Dr

Fixes

Fixed: Timekeeping - The Batch Update for Reference was not working if a TK record was linked to a Transaction. An error was returned when you opened the Timekeeping Dashboard.

Fixed: Tracker - An error was returned when opening the Field Service module in Dual Mode. When you started timekeeping from the Field Service module, the new Type field was not updated.

Fixed: When an Item was converted to an Estimate and the linked Estimate had multiple quantities which differed from the transaction quantity, all the redundant quantities were not removed. In some cases, a default quantity was not assigned. (All quantities are now deleted and the Transaction Qty is added)

Fixed: Ledger - If you selected Filter = Transaction, Transaction = Any Cus/Sup Transaction and Account = any Cus or Sup, then changed transaction to a non-Cus/Sup Transaction, the selected account was not cleared.

The Timekeeping > Batch Update > NCR lookup has been updated to show all NCRs, excluding Cancelled. (Previously only the Production related NCRs were visible).

Payments module - The error messages for the Payments module have been updated. Settings have also been updated to make it clear which setting is used for the Invoice module, and which setting is used for the Receipts module.

Service Manager - Queries have been updated and Indexes have been added to improve performance.