Please find details below of the items included in this latest release.

New enhancements have been made to the supplier approval process. Users can now manually edit the approval expiry date, add an approver email address, and include approval notes. The current Notes field has been renamed to Supplier Notes. All approval-related fields (status, expiry date, approver email, approval notes) are now available in SSR, ensuring seamless integration and improved functionality.

New fields have been added to the Additional Info section of equipment in hire contracts to save relevant information. The fields include:

Start of Contract Clock Hours: This field writes back to the equipment as a new clock hour entry.

Additional Hours Charge: This field is for bookkeeping purposes only and does not affect the invoice.

Weekly Predicted Hours: Renamed from Contracted Hour, this field reflects the average weekly hours.

These enhancements ensure accurate tracking and management of equipment usage and charges.

New fields have been added to the grid of equipment in service contracts to save relevant information. The fields include:

Contracted Hour

Additional Hours Charges

Start of Contract Clock Hours

Hour Meter Reading

These fields are hyperlinks to a popup for easy data entry and do not affect invoicing.

New dictionary fields have been added for FGAS equipment that can be read from the Forms equipment record. The new fields include:

GWP

CO2Tonne

AutomaticLeakDetection

TrimCharge

PreCharge

We have enhanced the functionality of the comment field for the preset "Is a defect" option in Forms list questions. Previously, this field was only available for use as the reason for call on the defect task raised. Now, it also correctly outputs information for certificate use and is available on the PDF output, ensuring comprehensive documentation.

Added functionality to include Customer/Site Email in the Communication Center for service reminders. This enhancement ensures that emails are correctly loaded from the default center when rules are applied for new customers and sites.

Implemented a performance enhancement that improves the way parameters are processed while building reports. This update leads to faster report generation and reduces the overall impact on the system, ensuring a more efficient and responsive experience.

New fields related to Customer Account details have been added to the following reports:

We've made several updates to improve consistency between the web app and API when creating stock items:

Stocking Unit Rule Aligned: StockingUnitCode is now only mandatory if your system has the StockingUnitMandatorySetting enabled.

VAT Code Handling Improved: VATCode is no longer mandatory. If provided, it will be matched to the system's VAT code; if not, the default VAT code will be applied automatically.

New Support for SA Code and PA Code: SACode and PACode can now be passed when creating stock via the API. If provided, they must match a system code; if not, the default codes will be applied.

New Support for Product Group Name: ProductGroupName can now be passed on the API. If it matches a system value, it will be linked; if not, the request will be rejected. This field is optional.

These updates ensure smoother integrations while maintaining system data integrity.

We have refined how nominal code mapping is managed in QuickBooks for enhanced clarity and efficiency. Previously associated with class, the nominal code mapping is now integrated with the Chart of Account, offering a more streamlined and intuitive categorisation of financial data. Furthermore, the department code is now aligned with class, ensuring better alignment of organisational structures within your accounts. This update aims to simplify navigation, reduce errors, and improve the overall user experience by aligning with commonly used accounting practices. We believe these changes will contribute to smoother financial management and reporting.
​

A clear warning message has been added to the Scheduled Reporting screen. This notification informs users that reports scheduled using this feature will encompass data from all depots and include all permissions.

We have resolved an issue where forms data did not display properly on the web in various scenarios, including when raised from the mobile app for service and repair jobs with or without equipment type linked.

Duplicate transport charges were applied to all invoices despite the additional charge option being set to 'Charge on Next Invoice'. The rolling contract process was inserting extra schedules with additional charges, which has now been corrected to prevent duplication.

Jobs could not be submitted due to a message advising to update clock hours, even when the hours were already filled out. This fix ensures smooth job submission without unnecessary prompts.

Resolved an issue where jobs could not be submitted due to a problem with margin calculations. Previously, the margin was being compared based on the value rather than the percentage. This fix ensures accurate margin handling and smooth job submission.

Fixed an issue where apostrophes in saved answers were displayed incorrectly as ' . Apostrophes now display correctly, ensuring accurate results.

Resolved an issue where only one engineer was added to the list when selecting a team in job control. Now, all engineers from the selected team are correctly added, ensuring smooth and efficient assignment.

Fixed an issue where the Note field was highlighted and overlapped with popup screens. This improvement ensures a clear and accessible user experience by keeping the Note field in its proper place.

An issue preventing contact and customer names from appearing in email templates has been resolved. Primary contacts are now displayed correctly, ensuring accurate and seamless communication.

Resolved an issue where the text area field overlapped with the popup screen when selecting equipment for a job quote. This fix ensures proper spacing and layout consistency, improving usability and accessibility.

​

​