BOSEnterprise 2017.01

This topic covers the enhancements that have been brought about with this upgrade.

What you'll find on this page

• With this upgrade we reach the following milestones

• General Optimisations

• Firebird 3.0

• Menus

• Transactions

• Ledger

• Trial Balance

• Income Statement

• POS

• Cashup

• Timekeeping

• Workflows

• Cost of Sales

• Job Summary

• Estimating

  • Component Estimating

• Image Viewer

• Items and Inventory

• Add Item Panel

• Sundry enhancements

  • VAT Change Enhancements

With this upgrade we reach the following milestones

• One Exe- Timekeeping (Touch) /Tracker (Touch) / Timekeeping (Main App) have all been consolidated into one Timekeeping module which now opens in the main application - ie. there is only one .exe for BOSEnterprise.

• Mobile View- We've added a Mobile View for use on mobile phones using RDC or Winflector. For now, however, only Timekeeping is properly supported in Mobile View.

• Copy Transactions- Transactions can now be copied in a straight line from say Quote > SO > GI > Invoice and the correct pricing / currency will be applied - eg. Sell Price > Stock Price > Sell Price.

• Cost of Sales- The Cost of Sales and Job Summary modules are now accurately and quickly showing the Costs for any Transaction Type, no matter how far down the transaction tree the costs are.

• Layout- Any module can now be opened in both the Main or the Side panel of the application and, once opened, can be moved form side to side. Eg. You could open the Trial Balance on the left and the Ledger on the right.

• Winflector - This upgrade is significant to Winflector users as we were able to make changes that prevented modal forms from moving behind the main application window.

General Optimisations

• The Menu creation function has been optimised to improve the application opening speed.

• All the User and Global settings are loaded on startup so the database only needs to be queried once to get settings. However, when settings are updated, the settings query is refreshed.

• The Material and Service forms on the Estimate interface are now only created when they are viewed. This causes the Estimate to open faster the first time, but it causes a slight delay when Materials/Services are accessed the first time (if they are accessed).

Firebird 3.0

BOSEnterprise 2017.01 has been updated to be Firebird 3 compliant. Click here for more on how to migrate to Firebird 3.0 and for support tools.

Menus

• The fixedWorkspaceandGeneral groups have been removed from the Main Menu and all the Menu Items on those groups have been added to the Menu Manager. Most of the items in theWorkspacemenu are drill-down modules that can be opened from within transactions and other modules, so they don't need to be on the Main Menu.

• A new columnOpenhas been added to theMenu Itemsgrid in the Menu Manager. This setting determines in which panel a module will open. Settings include:

  • Main- Module will open in the Main panel

  • Side- Module will open in the Side panel

• Save Grid- Functionality has been added to the transaction modules toSave Grid (All Users)- this will save the grid for all the active users in the DB - see image below:

Transactions

• Drilldown- A Menu Item toOpen Itemhas been added to the Transaction Items menu.

• Add Item Panel - Show Prices- AGeneral Setting > PoS > Add Item Panel - Show Item Priceshas been added. This setting toggles whether or not prices are displayed in the Item selection view.

• TheTypefield has been added to theItems View.

• Menushave been updated and similar items have been grouped.

• Alerts- Item Alerts are no longer displayed on read-only transactions. eg. Complete / Cancelled Transactions.

• The menu itemsView Summaries > Job SummaryandSynchronise > Job Summary are now only available in Transaction types that haveCosting Ruleslinked to them.

• Functionality has been added toSynchronisesummaries to the open Transaction - ie. The selected summary is refreshed as you scroll through transactions. See image below:

• A validation warning has been added to the Resolve field in Transaction Items - see image below:

• Transactions - Items Panel - The Item Category and Stock Qty (when applicable) are now visible as a preview in blue in the Items lookup. The inline preview button (Icon = Eye) has been removed in favour of a View button above the grid. See image below:

• Costing Rules - The Transaction Type filter has been removed in favour of adding a Transaction Type lookup in the grid. This makes it easy to see all the Costing Rules at a glance. See image below:

• Transaction Types > User Roles - The User filter has been added from the User Roles grid so that all users and their roles can be seen at a glance. In addition an Add all Users button has been added.

Ledger

• The 3x Custom fields are now visible and editable in the Ledger edit form.

• A data pipeline for Ledger Items (Lgr_Items) has been added so that transactions can be output in a Header / Items format.

• Functionality has been added to Update the From Transaction in the Ledger - ie. link the selected Transaction to a parent Transaction which has a copy rule to the selected Transaction. See Image below:

• A Transaction Type (Items) filter has been added to the Ledger. Selecting this filter displays Transaction Items - See image below:

• An Acc No field has been added to the Transaction View to display the Company Account Number for Customer / Supplier transactions - see image below:

• Allocations - When a Transaction status is changed to a non-accounting Status, the linked Allocations are now deleted. (Before, a Status field was used to exclude allocations on non-account transactions).

• Functionality has been added to update the Reconciled field in the Transaction and Detailed Ledger Grid Views. See image below:

• Transactions > Debit/Credit - Functionality has been added to set the Debit and Credit Accounts directly in the Transaction interface. The fields are enabled/disabled according to same rules that apply in the Ledger - ie. when the Account is blank in the Transaction type setup, it is editable in the Transaction. Functionality to Enable Debit and Credit has also been added to the menu. And of course Customers/Suppliers (where applicable) can only be selected in the Header > Company field. See image below.

The big difference between how accounts are selected in the Transaction (below) and in the Ledger is that the Category fields are no longer used - the account that is selected will instead set the Account Category. By default, users can only select from the Category set on the Transaction Type. When they select Enable Debit and Credit they can select any account without having to select the correct category first.

• Ledger User Access - User Access to the Ledger has been enhanced from Yes/No to multiple levels that can exclude access to Detailed Ledgers. Before, a user could access all the Detailed Ledgers even if they only had access to one or two Transaction Types. - See image below:

Trial Balance

• The sort order has been updated to Report > Account / AccNo (Account/AccNo depends on the prefix setting). Previously the sort order was Report > Category > Account/AccNo

• Accounts are now displayed in Debit and Credit columns as follows: (Before accounts were displayed in the column where they had a positive value)

  • Debit: IS: CoS, IS: Expenses, BS: Assets

  • Credit: IS: Sales, BS: Equity, BS: Liability

• When the Trial Balance is out of balance, the balance is now displayed in red. See below:

• A Show all checkbox has been added to the Trial Balance data filter - this provides the functionality to filter out empty accounts and replaces the Menu > Show all accounts function.

• A Report filter has been added to the Trial Balance to filter the Trial Balance on Income Statement or Balance Sheet. See below:

Income Statement

• A Total column has been added which displays the total of all the selected periods - see image below.

• A Fin Year (Months) option has been added to the Data Filter. This option will display the 12 months plus the Total for the current Financial Year. Users can click the arrow buttons to scroll to the previous or to the next financial year. TheShow alloption has been added to filter out empty Accounts. See image below:

• Income Statement - Period Headers - A Data Pipeline has been added to generate the Period Names and Date Range for use on Income Statement Templates. The pipeline is name IS_Period.

POS

• The Add Item Panel can now be added to the menu using the Menu Manager and in turn the menu item can be added to the Startup Panel.

• The Add Item Panel is now automatically refreshed when a new Transaction Type is opened or accessed.

• A setting has been added to select the Inventory location after an item has been selected. Only locations with available stock are displayed.

• When the Add button is clicked, the search box is now cleared and focused.

See Add Items Panel.

• Running Transactions in Touch Mode

• Touch view

• The font size has been increased from 8pt to 12pt on the following windows: Add Item Panels - Grids and Editors

• The grid height has been increased from 29 - 40pix

• The Footer font size (Total in a transaction) has been enlarged to 16pt.

• The Main Menu is now hidden in Touch view.

• Pay > Done - When the done button is clicked after loading a payment, users are returned to the POS module and the completed transaction is closed. (Before you were returned to the completed transaction)

• Estimates - Cost Price- When Cost Price is used in Materials, and the Material being added is auto-updated from a Costing Price (Supplier or Estimate price), the Cost + Adj% is now added to the Estimate.

• eg. The following Item...

...will be added to the Estimate as follows:

Cashup

• Functionality has been added to create Cashups for one or multiple users. If no users are selected, the Cashup includes all users (default). See image below:

• Drilldown functionality has been added to the Transactions and Menu > Open Ledger Entry.

• Cashup Warning - The Cashup Warning message has been added to the top of the screen, consistent with the warning message in other modules. See image below:

• Cashup From - A From field has been added to the Transactions grid of Cashup to indicate, for example, the Invoice that the Receipt was paying - see image below:

• Cashup User Entity Filter - An Entity filter has been added to the Users lookup dialog used to add users to a Cashup - see image below:

• The Transaction drilldown has been enhanced to allow drilldown to both the Receipt and the Invoice that was paid. See image below:

Timekeeping

• The Note field has been changed to a BLOB field - ie. Notes linked to timekeeping on no longer limited to 255 characters.

• The Timekeeping module has been completely overhauled and now opens in the main application. Views include:

  • Planning Board View - For timekeeping linked to Planning board tasks - similar to the Job Tracker

  • Transaction View - For easy timekeeping linked to Transactions or Services on Estimates - without Planning Board integration.

  • Timekeeping View - Add/Edit/Delete Timekeeping records:

See Timekeeping.

Workflows

• Views - The default Items view has been replaced by three views which can be selected from the Items menu:

1. Timeline - This displays all the actions in the Workflow (Default View)

2. Transactions - This displays all the Transactions in the Workflow

3. Remarks - This displays all the Remarks in the Workflow - in full.

• The Actions are now displayed in a list to the right of the grid and can be added to the Workflow by double-clicking them. Sub menu actions will cause a menu to be opened.

• The Users are also displayed in a list to the right of the Reminder grid. One or more users can be selected and added to reminders by clicking the Day, Mon, Yr or Now buttons.

• A Show Preview function has been added to show more detail in the Timeline and Transaction Views.

• A Search function has been added which searches all the fields in the Items grid.

• Images and Files can now be added to Workflows in the same way they can be added to Transactions - click Menu > View/Edit Images.

See image below:

• When a Workflow module is opened in the main panel, the Output and Delete buttons now display in the top button panel, similar to other modules.

• Settings have been added to set the default look and feel when a Workflow module opens. See image below:

• A User Setting > Workspace - Auto Refresh - Seconds (0 = Manual Refresh) has been added to auto-refresh the Reminders and Indicators in the Workspace. See image below:

• Remarks - Users (not Supervisors) are no longer able to edit remarks in the workflows after they have been closed. Remarks will open in the Remarks view only.

Cost of Sales

• The Cost of sales module has been upgraded with the addition of a COSTITEMS table which is used to record all the Cost of Sales items as the Transactions are created and updated. This is also used to display the Cost summaries on the Job summary module.

• Cost Summary - Est Qty and Act Qty fields have been added to the Costing grid.

• A Qty Band has been added - Est Qty, Act Qty, Var Qty. When filtering on Invoiced Date, the Invoiced Total is used in the Summary.

• Date Filter - The filter has been changed ot allow users to explicitly select whether to filter on Trans Date or Invoice Date. If the Invoice transaction type is not identified in the Costing Rules, the Invoice Date option is disabled. When the transactions filter on Invoice Date, the Invoiced column is displayed in the Summary, and the profit is calculated on the Invoiced amount. Unlinked Invoice Items will also display when filtering on Invoice Date. See image below:

• Unlinked Costs are now displayed in the Items view.

• Drilldown functionality has been added to the Job summary.

See Cost of Sales.

Job Summary

The Detail, Costing and Timekeeping fields have been updated as follows:

• The Timekeeping summary has been moved form the Detail to the Timekeeping tab.

• The Cost Summary on the Detail tab has been enhanced with a Var% field.

• The Cost Summary on the Costing tab has been removed as an unnecessary duplication

• Total, Profit and VA rows have been added to the Cost Summary - Visible only when the Invoice Trans Type has been identified in the Costing Rules.

Estimating

• The General Settings > Material Price from... setting has been moved to theTransaction Typessetup > Items & Inventory (See image below). This allows different pricing options on estimates by Transaction Type:

• TheRoundup Qtyhas been deleted from the Item Costing and Item Pricing tabs in favour of using theRoundup Qtyfield in theItems > Estimatingtab. When a Material or Service is added as a Component, theRoundup Qtyis copied to the Component and not to the linked Service/Material. When a Service/Material is added directly, theRoundup Qtyis copied to the Material/Service.

• A setting, General Settings > Estimating > MaxCut Export - Production Type filter, has been added to filter which materials get exported when the Components are exported to MaxCut.

• A Data Pipeline has been added to Output a summary of all the Estimate Materials which are linked to a Transaction. The data pipeline is named Est_Mat_Sum.

• A Data pipeline Est_Mat_by_Comphas been added. This enables you to group Materials on an Estimate at detail level by Component.

• Estimating - Item Category- The item Category has been added to the Item lookup used to add items to Materials and Components.

Component Estimating

The calculations for the Qty Out and Qty Up types have been enhanced as outlined below. Previously the calculation was simply comparing the areas of the substrate and component and not rounding up or down.

• These Types will only work if you have a Depth & Width on both the Component and the Material with the Unit = an Area Unit (m2, mm2, etc.)

• The result of the Qty Out/Up calculation is added to the Note, which is visible when the 'Preview' button is clicked.

• Always set the Round Up Qty (RU) = 1 when using these Qty types.

Qty Up (Billboard example in image above)

This option can be used when your substrate is smaller than your product and you need multiple substrates to make one product. eg. Printing billboards, tiling floors etc.

In the image above we can see that we need 13 strips to cover the entire billboard - leaving a 7% waste. ie. The substrates together exceed the size of the Billboard.

The Total Qty = Quote Qty x Qty.

Qty Out (Lightbox example in image above)

This option can be used when your substrate is larger than your product and you can make multiple products from one substrate. eg. Signage, Printing, etc.

In the example above we can see that we can cut 10 out - with 10% waste left over.

The Total Qty = Quote Qty / Qty Out.

• Estimates - Debug Parameters: Functionality has been added to Estimates to open a form that lists all the parameters used in the estimates as well as their values, formulas and parsed formulas - see images below:

Image Viewer

• The Image Viewer has been updated to work with Items - ie. Images can now be linked to Items, Viewed in the Item Summary and opened or e-mailed from the Item Summary.

For more on images, click here.

Items and Inventory

• Transfer Issues - The Location fields are no longer read-only after items have been added to the Transaction. Instead, the Item Locations are updated when the Location from field is changed in the header.

• The Inventory Unit Price has been added to the Inventory tab of the Item Summary.

• Item Summary- An additional filter has been added to the Transactions tab -Inventory (Current)- This filter will display all the current inventory transactions that were created after the last Stock Check.

• Supplier Summary- AnItems tabhas been added which displays all the Items that are supplied by the Supplier. Drilldown functionality has been provided to open items from the Supplier Summary.

• Inventory Search - A Search function has been added to all the Views - it searches across all fields in the grids. See image below:

• Transaction View in the Inventory module. This view displays all the transactions that update Stock, including Stock Checks which are highlighted in yellow - see image below:

• Inventory - Functionality to multi-select items and add them all to Inventory.

• Automatic Costing Updates

  • When anItem > Cost Priceis changed, all the Costings (Estimates in the Costing Module) that use the Item's Cost Price are now automatically updated.

  • A general setting has been added to enable/disable Automatic Costing Updates. See image below. Automatic Costing Updates will update the Item Costings when the cost of a Material item used in the Costing is updated.

• Add Item Panel - Custom Items can now be added as a % of the Transaction. POS > Menu > Add Item Panel > Search > Custom button. - see images below:

• Transactions - Custom Items - Functionality has been added to create Items from Custom Items on Transactions. After the Item is created, it will be linked to the selected Item on the Transaction and the Item Summary will be opened. See image below:

• Item Categories - Functionality has been added to assign Item access by Category - User Settings > Items & Inventory > Item Categories - Access allowed.

• Items > Editing View - A number of fixes and enhancements have been made to the Items > Menu > Editing View, where you can update Items in a grid and also apply batch updates to all the selected Items. See image below:

• An Auto update setting has been added to Inventory. When Auto update is unchecked, the Inventory item won't be updated automatically according to the Cost Update settings. See image below.

Add Item Panel

Functionality has been added to the Add Item Panel to add Items from Parent Transactions - see image below:

• Click on any transaction grid, click Menu > View Items Panel.

• Click Menu > and then select the Transaction from which to add items - the Transactions listed have copy rules to the open transaction.

  • When there is 0 outstanding on the Parent transaction, the Item is highlighted in green.

  • When there is less than 0 outstanding (ie. more has been issued than was allowed for on the Sales Order), the item is highlighted in red.

• The Search function also searches the Barcode number from the linked Items > Pricing tab. This allows you to use a barcode scanner to scan individual boxes / items against the parent transaction. For this reason, the Qty defaults to 1. Remember to set focus to the Search control before scanning.

  • If the item that is being added already exists on the open transaction, then the Qty is incremented, else the item is added. ie. Items will not be duplicated on the open transaction.

• Creating a Goods Issued transaction - If, for example, you want to scan items being added to a Goods Issued transaction from a Sales Order, you have two options to create the GI:

  • Copy the SO to GI, but unselect the Items so that the items are not copied.

  • Create a new GI and link it to the SO - see image below:

Sundry enhancements

• 32/64 Bits - The bits of the exe (32 or 64) have been added to the login screen and the Help > About screen - see images below:

• Richtext - Settings have been added to set the default Font Name and Font Size for richtext fields - see image below:

• Staff Settings have been changed as follows:

  • Login (PIN) has been moved to the System group. The numberpad login has been updated to accept keyboard input.

  • The Touch Application group has been renamed to Timekeeping and redundant setting have been deleted.

• A Show all option has been added to the Balance Sheet's data filter to filter out blank Accounts.

• Supplier Forex Pricing - When the RoE (Rate of Exchange) of a foreign currency is updated, the local currency pricing for Supplier Prices which are listed in a foreign currency is now automatically updated. Depending on settings, this could in turn update the Cost Price and Selling Price.

• Planning Board - The General Setting > Planning Board Model has been removed. Transaction Types, that are set to use the Planning Board, now update it as follows:

  • If a Transaction Type uses Estimating, the Estimate Services will update the Planning Board.

  • If a Transaction Type does not use Estimating, the Transaction Items will update the Planning Board and the Item quantity is assumed to be hours.

• Planning Board - Visible Stages - Functionality has been added to set visible stages as well as the stage column width on the fly. See image below. When a job is highlighted, only the stages that list tasks for the selected job are made visible.

• Skins - A Black skin has been added. this is the default skin for Mobile View.

• Bank Import - Changes were made to the import procedure to be able to import .ofx files from Mercantile Bank. NB. Fees will have to be captured manually for Mercantile Bank as they are not consolidated into one transaction on the bank statement.

• Auto-logout - A Staff setting has been added to enable auto-logout after a specified number of seconds. (See image below). The auto-logout is enabled after a user logs in using the number pad.

• Trial Balance rebuild - When changes are made to General Settings / Staff Settings, applicable Transaction Type settings and Accounting settings, users are now warned with a red bar to update the Trial Balance - a button to update the Trial balance is also provided. See image below:

• Staff Summary - Access control has been added for the Staff Summary - see Staff Settings > Human Resources > Staff Summary - Access allowed. Supervisor access allows you to view all the staff summaries, while User access restricts you to viewing your own summary only.

• Staff - An Active filter has been added to the staff module to filter out inactive staff by default - see image below:

• Startup - When modules are opened on Startup, the application now navigates to the last module that was opened. (Before the modules would be opened, but users would still land on the Menu page)

• User Settings - Functionality has been added to copy user settings by Category - see image below:

• Approvals - Approval rules can now be linked to Business Entities. If an Approval rule is not linked to a Business Entity then it applies to all Entities. See image below:

• Alerts - Alerts can now be linked to Users and an Overide value can be set. If the Overide value is not exceeded, a Block will revert to a Warning - See images below:

• Cost Updates - The filter has been removed from the Transaction Types > Cost Updates tab so that you can see all the Cost Update settings at a glance. See image below:

• Cost Updates - The Inventory (Last Price) and Inventory (Average Price) options now also update Inventory Items which have a different unit to the updating transaction, but the same unit as the Item.

• Cost Updates - An option to update all the Costs in the Pricing tab has now been added. Before, only Costs with a unit matching the updating Transaction were updated - see image below:

• Transactions - When adding Items with linked Estimates to a transaction, the Estimate is now created automatically and updated to the selected Qty. (Before you were not able to set the Qty when adding Estimate type Items to a Transaction).

• The Utility > Calculators functionality now opens in the side panel. The Menu button is used to toggle between calculator types.

• Customer /Supplier Age Analysis - Functionality has been added to open the Detailed Ledger from the Customer and Supplier Age Analysis - Right-click > View Detailed Ledger. The dates will be set according to the Start / End dates in the Age Analysis. See image below:

• Leave - You can now add Adjustments to the Leave module to set the accumulated Annual leave at startup. This is only allowed on leave types that accumulate - eg. Annual Leave - see Image below:

• Mobile View - The Main Menu and Navbar are now hidden when in Mobile View.

• Contacts Viewer - The Contacts Viewer can now also be used in mobile view - see images below:

• Logout on startup - When the Timekeeping module or a Transaction which has the Logout button enabled starts up by default, the application is now logged out and the user has to type in their PIN to start working.

• Output - Estimate Params - Functionality has been added to place the Estimate Parameters as individual fields on a Template - eg. for specific placing. The data pipeline is called Est_Params and it will return an 'Empty SQL not allowed' error the first time it is selected. The Parameter Name must be entered as the fieldname (eg. INP_DEPTH). Fieldnames must be typed in as they don't populate the fields dropdown list.

• The parameter types that are included are:

• Numerical Parameter Types

  • Input - Est. Qty

  • Input - Number

  • Input - Select Number

  • Calc - Numerical

  • Calc - Est. Qty

• Text Parameter Types

  • Input - Text

  • Input - Select Text - Num Value

  • Calc - Text

  • Material

  • Service

• Timekeeping - The Timekeeping functionality has been expanded to enable timekeeping against Transactions at a Header, Item or Service level. (See image below) The Transaction Types > Timekeeping setting is used to determine how time will be recorded against a Transaction as follows:

  • • Blank - Timekeeping disabled

    • Transactions- Timekeeping against the Transaction - Assign a transaction using the Header > Assign field.

    • Items- Timekeeping against the Transaction Item - Assign a Item using the Transaction Item > Assign field.

    • Services- Timekeeping logged against Services on the linked Estimates. Services assigned to users with the the same PRod Type linked to their Cost Centre.

• Calendar - A setting has been added to disable editing on Calendars that are shared with you. See image below:

• Customer / Supplier Search - The Customer and Supplier search edit control has been moved next to the View button, consistent with other modules. See image below:

• Reports - Trans No. filter - The Trans No. filter (which is enabled when the :DOCID parameter is used in a report's SQL) is no longer mandatory when it is enabled. That means a report can be made to optionally filter on a Transaction by using a WHERE clause like: where ((L.DOCID = :DOCID) or (:DOCID = 0)). eg. You might want to view Stock information or Purchase History, etc. for all the items on a Purchase Order or the items on a Sales Order, but other times you may want to view the same information for all the items in stock - now you can do both with only one report.

• Transactions > Item Lookup - The Min Qty and Fixed Cost fields have also been removed by default. Up to 4 decimals can now be added in the Qty field. A Category field has been added to the Item Lookup in Transactions. See images below:

• Materials > Editing view > Accounting - Functionality has been added to link Accounts to Items in the Detail tab of the Materials Editing View. (This updates the records found in the Accounting tab when an Item is opened) If the Account Category exists, the Account linked to the Category is updated else a new Accounting entry is added. See image below:

• Conditional Formatting - Excel-inspired conditional formatting has been added to all the reporting modules (Reports, Cost of Sales and Inventory). The Conditional formatting is set at runtime and will persist if the grid is saved. Formatting includes colour highlights, bars and icons based on the cell value - see image below for an example. See Reports > Menu > Data Grid Options > Conditional Formatting; Cost of Sales / Inventory > Menu > Conditional Formatting.

• Price Lists - The utility to add Customers to Price Lists (See Menu > Link customers to Price Lists) has been enhanced with a Customer Category Filter. Both sides of the dual list will be filtered. See image below:

• General Settings > Default - Set new Customer Status to ''Active' - This setting has been added so users have option to set new customers to 'Active' - by default, new Customers are set to 'Prospect'.

• General Setting > POS > Transaction limit for Default Customer - This setting can be used to provide a warning when the Transaction is linked to the Default Customer and the total exceeds the limit specified. eg. generic Cash Sales transactions should be limited to R1,000 after which a company's VAT No needs to be displayed on the Invoice. See image below:

• Item Summary - Transactions - Additional Qty & Unit fields have been added to the transaction tab, hidden by default. These fields display the base Qty and Unit, regardless of the Unit used in the transaction.

• Audits - Rebuilds - Rebuilds of the Trial Balance and Cost of Sales is now Audited - see image below:

• Inventory Transfers - Enhancements have been made to allow Transaction Types where Default Item = Stock Transfer - Issue, to use a Resolve = Reserve. This enables you to create up to 4 Transaction Types to manage the Stock Transfer Process: Reserve > Issue > Order > Receive. More here.

• Items - Editing View - The PoS field has been added to Items > Editing View > Pricing.

• Alerts - Transaction Items - Purchase Price Difference - This Alert has been updated to only show price differences when purchasing in the same currency.

• Help > Internal Documentation - A General Setting > Website link (URL) for Internal Documentation setting has been added. When a URL has been entered into this setting, a Main Menu > Help > Internal Documentation menu item is displayed which will open the link. It's really easy to create a internal documenation for the company by using indexed Google docs and publishing it to a URL for internal documentation. See images below:

VAT Change Enhancements

• When a Transaction or Transaction Item is copied, the VAT % is now updated to the % in the Accounting Setups (Previously it was copied from the previous transaction).

• A Report VAT - Update Transactions is attached. This report filters by date and can be used to view/update the VAT % on transactions. It only shows transactions with a VAT % of 14 or 15.

• The VATITEMS.TYPEID field has been added to Transaction Items grid, hidden by default. This can be used as an indicator of which Est Type was used in the Item.