Please find details below of the items included in this latest release.
Mobile Update
A New version of the Mobile App has been released, release notes for this can be found here: Mobile Release Notes
Enhancements (5):
New fields added to data dictionaries
Added new fields to the following data dictionaries
Sales Order Quote:
1.Delivery Method
2.SalesOrderNotes
Sales Order Acknowledgement:
Company name we can get from Company Details.
DeliveryContactName
Sales Order Delivery Note:
Company name we can get from Company Details.
DeliveryContactName.
Sales Order Invoice:
Company name we can get from Company Details.
DeliveryContactName.
Customer Consolidation Status Now Visible and Filterable in Invoicing Screens
A new enhancement has been introduced to improve visibility and filtering of consolidated invoicing. Users can now view a "Customer Consolidation Status" column on the Job, Hire, and PM invoicing screens, showing whether an invoice is set up for consolidated invoicing ("Yes" or "No"). A new filter has also been added, allowing users to easily segment invoices based on this status. This helps ensure the correct set of customers is being invoiced and improves clarity when managing large volumes of invoices. The column is also sortable for easier navigation.
Image Upload Validation Added to Forms
To improve performance and prevent timeouts on slower connections, a new validation has been added to when saving forms. If a user attempts to save more than four images, a popup now appears to inform them before proceeding. This helps reduce excessive data traffic and ensures smoother, more reliable submissions — especially in areas with limited connectivity.
"Company Address" Tab Renamed to "Company Details"
To better reflect the range of information it contains, the "Company Address" tab has been renamed to "Company Details." This change improves clarity for users by aligning the tab label with its broader content, which includes not only address information but other company-specific details as well.
"Cost Code" Terminology Updated to "Charge Code"
To align with current terminology and improve consistency, all references to "Cost Code" throughout the application have been updated to "Charge Code." This includes updates in journals and other financial interfaces. Users with complex accounts reporting setups should review their workflows and reporting logic to ensure compatibility with this change.
Fixes (3):
Miscellaneous Credit Incorrectly Displayed as Misc Invoice in Sage
An issue was resolved where miscellaneous credits posted to Sage were incorrectly appearing as miscellaneous invoices. This was due to the transaction type being saved incorrectly in the invoice details. The system now correctly identifies and displays miscellaneous credits as such when posted, ensuring accurate transaction classification in Sage.
Duplicate Stock Take Entries Prevented by Disabling Confirm Button
An issue was resolved where the "Confirm" button in the Stock Take process remained active after being clicked, allowing users to click it multiple times and potentially create duplicate entries. The button is now disabled immediately upon the first click to prevent this. If any validation fails during the process, the button will re-enable, allowing the user to correct and retry.
Incorrect On-Hand Quantity Displayed Despite Valid Receipt
An issue was previously identified where a stock item showed an on-hand quantity of zero, even though a valid receipt existed in a non-quarantined bin. This discrepancy was traced to a misalignment in how stock availability was being calculated or displayed. The issue has now been resolved, and the on-hand quantity correctly reflects the available stock in valid bin locations.