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

The “Equipment with No Service Contract” report has been updated to better reflect its title. It now correctly identifies equipment that is not linked to any active or inactive service contract, ensuring the report provides accurate and meaningful insights.

Tooltips have been reviewed and enhanced across several key modules to provide clearer, more informative guidance for users. These updates aim to improve usability by offering better context and explanations for fields and actions throughout the system. The improvements have been applied to the following modules: Jobs, Quotes, Sales Orders, Purchase Orders, Stock, Invoicing, and Engineer Activity. These changes help users navigate the system more confidently and reduce the likelihood of errors or confusion.

A New version of the Mobile App has been released, release notes for this can be found here: Mobile Release Notes

Deactivated engineers were still appearing in the list of recipients when sending messages, if they had previously been added to a user's "My Engineers" list. Although they were no longer visible in the list itself, they remained selectable. This has now been fixed by applying an active status check to ensure only active engineers appear.

The margin percentage shown on the Job Overview tab was incorrect, as it was displaying markup instead of margin. This has been corrected to use the proper margin calculation, and a tooltip has been added to clarify the formula: ‘Profit Margin: calculated as ((Revenue - Cost) / Revenue) x 100’.

When exporting data from the Journal Update screen, the CreditSource and DebitSource fields were not being populated. This issue has been resolved, and the export now includes these fields as expected.

Time added via the "Add Labour Time" button on the Job Details Overview tab was being stored as rounded activity, which led to it being deleted when the job was un-submitted. This has been fixed by storing the time as non-rounded activity, ensuring it is retained correctly.

When converting a sales order quote to a sales order, the site address was incorrectly set as the invoice address. This has been corrected so that the customer account address is used for invoicing, and the site address is correctly set as the delivery address.

An error occurred when the system attempted to delete issued items that were no longer present. This has been resolved by ensuring the system checks for the existence of issued items before attempting deletion, preventing the error from occurring.

Archived Sales Analysis codes were still visible and usable on miscellaneous invoices, even when the "Show Archived Sales Analysis" option was unchecked. This was due to the setting being ignored on initial load. The issue has now been fixed, and archived codes are only shown when explicitly requested.

Exporting engineer activity to Excel was incorrectly limited to the first 50 records due to pagination. This has been fixed so that all available data is now included in the export, regardless of page size.

Sorting was being lost when changing pages or page size on the Engineer Activity screen. This has been corrected, and sorting now remains consistent across pagination

An issue was identified when converting a sales order quote that included a KIT item with reserved stock. If the order was fulfilled using on-hand stock during the conversion, the system became unresponsive and failed to complete the process. This issue has now been resolved. The conversion from quote to sales order now completes successfully, even when KIT items with reserved stock are involved.

An issue was preventing job sheets from being emailed to customers due to formatting inconsistencies in the post-email check. This has now been resolved, and job sheets sent successfully as expected.

Box details visible on the Engineer screen were missing from the Excel export. This has been corrected, and all relevant box information is now included in the exported data.

Users were encountering a "too many redirects" error when logging into the web portal. This was caused by a mismatch in system file versions during deployment. The issue has been resolved, and login now works as expected.

In consolidated job invoices, VAT for misc items with non-charging codes was incorrectly included in the total VAT fields. This has been fixed so that VAT is excluded for these items, ensuring accurate invoice totals.

The white resize arrows on either side of the hire time block were visible but non-functional, leading to confusion about whether the contract duration could be adjusted directly. These arrows have now been disabled in the UI to reflect the intended behaviour and avoid misinterpretation.

The Remove button on the Hire Schedule was previously unresponsive when attempting to delete a booking. This has been fixed so that clicking the button now displays a confirmation pop-up, allowing users to cancel or confirm the deletion of the selected diary note.

A blank box was appearing on the Site page, taking up most of the screen space. This was a UI issue and has now been fixed to restore the correct layout.

The quote template field appeared blank when creating a job quote, even if a default template was set in the customer’s comms centre. This issue has been resolved, and the correct template now displays as expected.

The equipment selection popup in the Job Quote task screen appeared blank due to incorrect height settings. This has been fixed, and the popup now adjusts its height properly to fit the screen.

The Task Description field in the Job Quote screen was not expanding correctly. This field now expands both horizontally and vertically, improving usability when entering longer text.

An issue was causing the revised quantity column in the Stock Take Items grid to show incorrect values after allocating or issuing stock without revising the quantity. This has now been fixed, and the revised quantity is displayed accurately.

Filters on the Site Downtime KPI screen were not appearing, with no option to expand or interact with them. This issue has been resolved, and filters now display as expected, allowing users to apply and adjust them without issue.

An issue was causing catalogue records to be created during equipment edits without properly prompting the user. Only the specification prompt was shown, while the catalogue creation prompt was missing, leading to confusion as the Yes/No buttons were linked to an unseen decision. This has now been resolved. The system correctly checks for existing catalogue records and displays both prompts in the right order, with improved UI clarity to separate the two actions.

Carriage nominal codes were not being applied to purchase invoice transaction lines when carriage charges were included, leading to incomplete financial postings. This has been corrected, and carriage nominal codes are now updated as expected whenever carriage charges are present.

The audit log was not capturing status changes for quotations when the change involved a blank or missing value. This resulted in incomplete records of updates. The issue has now been resolved, and all status changes are correctly logged, ensuring a complete and reliable audit trail.

When a job was submitted and then un-submitted, the system incorrectly toggled the parts charge flag, causing invoice previews to omit parts charges. Additionally, previews did not show correct values unless the job was fully submitted. This has now been resolved so that invoice previews consistently display all charges, regardless of job status, allowing for accurate review at any stage.

The Contract Mover tool was failing when customer or buyer account names contained special characters such as single quotes. This has now been resolved, and contracts can be successfully moved between accounts regardless of character formatting.

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