22/01/2026

Enhancements

Transactions - Items View - The transaction Required Date field has been added. The captions for the Req Date and Due Date columns are now updated from the settings.

Custom Reports - An Action has been added to Email CSV.

Transactions - You are no longer able to add items to a Stock Transfer Transaction if the From and To Locations have not been selected.  The Item lookup is now filtered to only show items that are linked to the From Transaction and can be transferred to the target location. (Item uses Fixed Locations and is linked to the To Location or Item is set to use All Locations.)

Change Logs have been added to the Timekeeping module.

Items Enhancements

When the Base Unit or Unit Conversions are changed, the following warning is now displayed: The Inventory Reporting table must be rebuilt to reflect changes made to the Base Unit or unit conversions.

You can now use Batch Update functionality to Add or Remove the default Accounts linked to an Item. The Account Category will be set from the selected Account. 

The X button in the Actions column has been replaced by a Menu icon that opens a popup menu which is also available on right-click.

Transactions - Payment Enhancements

An error message is now returned if you click the Pay button is clicked if the Transaction has a zero outstanding balance.

When the Payment module is opened from a Transaction, the Outstanding Invoices are now filtered to the Invoice - A Show All checkbox allows you to view all the outstanding Invoices for the Customer, however.

Service Manager Enhancements

Attachments - A Trans No field has been added to the Attachments grid view as well as a splitter between Attachments and Responses.

A User Setting > Service Manager > Profit/Loss - Access Allowed has been added. 

NCR Enhancements

You are now able to create any type of NCR from the Service Manager (Previously you could only add Customer Complaint NCRs)

Functionality has been added to Actions > Link to NCR from the Service Manager edit form.

When a Remake/Rework transaction is copied to a downstream transaction (GI or PO), the NCR No is now copied. (Previously you needed to manually select it).

The NCR No. is now displayed in Red on the Problem transaction and in black on the Remake/Rework transaction.

The NCR No. is now displayed in the Production Planning Jobs, Materials and Tasks Views. (In Red and Black as above)

Production Planning Enhancements

Materials / Outwork View - When a Goods Issue is created, the Item is now set to the first Complete Status; When a Purchase Order is created, the Item is now set to the first Active Status. (Note: The Status won't be moved back if it is on a higher Status)

Assets Enhancements (Items)

Land & Buildings has been added to the Asset Types lookup list.

Location has been renamed to Department (The lookup lists Departments from the company organigram).

Depreciation - We now support the most commonly used Straight-line method. The Monthly value is calculated from the Start Date, Start Amount and Months (From the Start Date). 

The following fields have been added/Updated:

• Residual Value - (New Field) Depreciation stops when the Asset Value reaches the Residual value

• Months - Periods has been renamed to Months - the option to select years has been removed.

• Depreciation (From Depreciation Transaction)

• Net Book Value - Starting Amount - Depreciation

• A General Setting > Accounting > Transaction Type - Depreciation is used to identify the transaction used for Depreciation. The transaction must be set up as follows:

  • Enable Accounting

  • Dr - Expense

  • Cr - Assets

  • No VAT

  • Pricing = Cost Price 

  • Dr & Cr Accounts set from Item

  • Disable Adding Items to the Transaction (Use the Action instead)

Transaction (Identified in setting above) - The Action > Add Depreciable Assets will add all the Assets that are due to be depreciated to the Transaction. Existing Items will be removed. This Action will add all the Active Items linked to the Asset class which have not been fully depreciated. The Accounts can be preset on the Items.

The Asset View has been updated to show the total depreciation per Asset. 

Fixes

Fixed: The Due Date on Customer and Supplier Invoices is set according to linked Credit Terms (If the Setting is enabled). When the Credit Terms were set to 30 or 60 Days from Statement, the Due Date was incorrectly set if the following month as a February. Note: When 30 Days from Statement is selected, the payment is set to the last day of the following month.

Fixed: Service Manager - If a large number of attachments were linked to an SM, they would completely hide the Responses - a splitter has now been added.

Fixed: Statement of Financial Position - Account Groups were not being displayed correctly. 

Fixed: Cost of Sales - Timekeeping Costs were, in some cases, not displayed correctly.

Fixed: Service Manager - In some cases, when you opened a non-accounting transaction, it opened in the Ledger.

Fixed: Production Planning - The last 2 digits of the year were truncated from the timestamps on the Board View.

Fixed: Batch Issues - You were not able to Issue decimal quantities.

The redundant functionality to Create/Update a Service Ticket from a Ledger transaction has been removed.