Upgrade - 29/03/2023

Enhancements

Sales Orders - Batch Updates for Req Date and Due Date have been added.

Trial Balance - a checkbox to Order by Account No. has been added - unchecked by default.

Management Notification - The following updates were made

• Sales Orders by Due Date - An Older column has been added to display Pending and Active Sales Orders with a Due Date prior to the current month.

• Transaction Summary - A column has been added for the Year. The No caption has been renamed to Qty.

• Bank Balances have been moved to the top - so the display width goes from small to large.

Fixes

Fixed: Send Email to Contact Group - The Groups were blank unless you first opened the Contact Groups module. Fixed the overlapping text on the confirm screen.

Fixed: Output Templates - When you selected the HTML Type, you were able to select Print as an Output type (Email should be the only option).  When you selected the HTML Type, the HTML editor did not display the available Data Tags. The setting has been renamed from Templates to Output Templates to make it easier to search. Optimisation - The redundant Type=Text and Output=SMS options have been removed from Output Templates.

Fixed: The Amount fields in HTML templates were not formatted with thousand separators and two decimals.

Fixed: The Category lookup in the Services Edit form was not working.

Fixed: When you created a new transaction while the Checklist tab was open, the Checklist tab was not changed to the Items tab. Back buttons have been added to the Checklist tabs.

Fixed: When trying to Remove a single record from the VAT Control transactions, the Remove would fail if the record was focussed but not selected. Now the focussed record is automatically selected.

When an Attachment has a blank Description, it is now listed as (blank) - instead of a non-visible empty string. Transactions and SM.

The Staff Setting > Printing Allowed was renamed to Output Allowed. 

Service Manager - Menu items for Settings are now disabled instead of hiding them if you don't have access.