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

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

The Phase 2 update to the Equipment Deal (ED) interface introduces a redesigned user experience and several enhancements aimed at improving deal management and operational efficiency.

Key Highlights

Tabbed Interface
A modular layout replaces the previous scroll-heavy design, improving navigation and scalability.

New Tabs Introduced

Schedule Invoice: Plan and manage invoices directly within the deal.

Spare Parts: Track and procure non-equipment components with full inventory visibility.

UI Enhancements to Existing Features

Overview Tab: Clean layout for customer and deal details.

Trade-In Tab: Easier to use with flexible structuring.

Service Contracts Tab: Redesigned for better navigation.

Jobs Tab: Improved visibility and planning tools for operational tasks.

Benefits

Better navigation and clarity across the deal lifecycle

Improved financial control and invoicing flexibility

Enhanced visibility into operational workflows

Streamlined procurement and inventory tracking

Stronger alignment between sales, service, and operations teams

This redesign has also been extended to the Equipment Deal Quotation interface and sets the stage for future enhancements. To know more click here.

​

The Finance module lacked consistent tooltip guidance, leading to user confusion during data entry. This update adds descriptive tooltips to key fields, helping users understand expected inputs and reducing errors. It improves usability and supports smoother onboarding for finance users.

Tooltips in the FGAS module lacked clarity or were missing entirely, making it difficult for users to understand field functions. This update adds and revises tooltip content across key screens, improving guidance and reducing training overhead. It enhances usability and supports better compliance with FGAS

A new field has been added to SSR, allowing users to see the "Is Deactivated" flag directly within the supplier listing. This addition improves visibility into supplier status, helping users quickly identify inactive suppliers.

Users working on smaller or non-standard screen resolutions experienced layout issues with the sidebar, including overlapping elements and restricted visibility of key navigation options. These problems made it difficult to access certain features and disrupted the overall user experience. This enhancement introduces responsive design improvements to the sidebar, ensuring it adjusts gracefully across various screen sizes.

When configuring customer portal user groups, users were required to save each tab individually to retain changes. If they navigated between tabs without saving, their updates were lost. The fix introduces a a check when the user tries to switch tabs to alert them to save the changes they have made.

We’ve improved the scheduler behavior to ensure that completed tasks remain unaffected when rescheduling jobs. Previously, dragging a job with both completed and incomplete tasks back onto the diary would inadvertently revert completed tasks to an incomplete state. The update now restricts scheduling to only the incomplete tasks, preserving the integrity of completed work.

Archived equipment was incorrectly appearing in the selection list when users attempted to raise a new job via the customer portal. The fix introduces a validation check that ensures only active equipment is displayed during job creation.

We have made improvements to how reminder emails are sent for upcoming services. Now, the system checks the site linked to each piece of equipment more accurately, making sure reminders go to the right place. This means customers are more likely to get timely emails when a service is due, helping everyone stay on top of maintenance.

We’ve made updates to ensure BI reports now reflect the correct data when filters are applied. A time zone adjustment has been added behind the scenes to prevent unexpected results from appearing. Reports like Stock Issue Summary and Stock Receipt Summary now behave as expected, showing only the relevant entries based on your selections.

Users encountered a failure when attempting to generate job sheets, with the system returning a "Null source" error. This issue was traced to a missing data reference in the job sheet generation logic, which caused the rendering process to break. The fix introduces a validation layer that ensures all required source data is present before initiating the job sheet generation.

The headers on the stock screens within the Job Quotation module were inconsistent and lacked clarity, making it difficult for users to interpret column data quickly. This update standardizes the header layout across all stock-related screens, ensuring consistent terminology, alignment, and visibility.

In the Job Quotation module, users encountered an issue where editing a stock part and then pressing "Cancel" would inadvertently remove the stock line from the quotation. This disrupted quotation accuracy and required users to re-enter data manually. The fix ensures that cancelling an edit preserves the original stock line without changes, maintaining data integrity and improving user experience during quotation preparation .

Users were unable to regenerate credit notes after making adjustments, due to a lock in the credit note workflow. This fix removes the restriction and introduces validation checks to ensure regenerated notes reflect updated values. It improves financial accuracy and reduces manual workaround efforts

Users identified a discrepancy in the Revenue Costs Analysis report, where the displayed figures did not align with actual job data. This issue was traced to a miscalculation in the backend logic that incorrectly aggregated cost components, leading to misleading financial summaries. The fix corrects the calculation method, ensuring that revenue and cost figures now accurately reflect job-level data.

A configuration setting related to cost code categories caused invoice previews to display incorrect data. This misrepresentation affected the accuracy of financial reviews and approvals. The fix corrects the logic behind the preview rendering, ensuring that invoices reflect the correct nominal codes and values.

Jobs that had already been marked as completed were unexpectedly reverting to the "Unsubmitted" state, disrupting workflow continuity and causing confusion for users. The fix introduces stricter validation checks and ensures that once a job reaches the completed state, it remains locked unless explicitly reopened by authorized actions.

The Contract Mover tool was failing to execute, preventing users from transitioning contracts between stages. This issue disrupted contract lifecycle management and delayed updates. The fix restores full functionality, allowing users to move contracts efficiently and maintain accurate contract records

Purchase orders were being created without descriptions due to a form submission issue. This led to confusion and reduced clarity for procurement teams reviewing orders. The fix ensures that descriptions are retained and displayed correctly, improving transparency and communication in purchasing workflows

​

​