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

When raising a job from the equipment list in a service call, all warranty details for the selected equipment are now included in the job’s private notes. This ensures engineers have complete warranty information and any associated charge codes when attending jobs.

The calculation of costs on jobs has been enhanced to ensure they now match the values shown on subcontractor purchase orders, particularly for callout fees and non-chargeable hours. This update provides greater accuracy and transparency in job costing, making it easier to reconcile job costs with subcontractor invoices.

The customer account number field is now included in the Equipment Clock Hours dataset, making it available for users to include in reporting.

The process for handling equipment transfers in hire contracts has been improved. The equipment transfer section has been removed from the hire quotation creation and edit screens, as transfers are now managed during contract creation after a quotation is accepted. When a hire contract is raised from a hire quotation, the equipment transfer section is now displayed at the appropriate stage. Equipment transfers are now created only once the quotation has been accepted and the contract is raised, ensuring that transfers are linked to confirmed contracts.

The contact information for service contracts was being pulled from the customer site rather than the customer account. The correct contact is now used for service contracts.

Editing a purchase order with multiple equipment IDs resulted in errors and prevented updates. The editing process now works smoothly for orders with multiple equipment IDs.

For recurring purchase orders, the full cost was being used instead of the scheduled recurring price, and discounts were not applied. The correct pricing and discounts are now used during purchase invoice posting.

Mobile change
Users encountered a problem where forms appeared blank when accessed via the mobile app, making it difficult to complete tasks on the go. This issue has now been resolved.

When creating a site from a job opened via service call job history, the auto-generate site ID button did not function correctly. The button now generates the site ID as intended.

Entering a year manually on the warranty screen caused the date to change incorrectly. The date entry now works as expected, and manual input does not result in errors.

On the hire contract invoicing page, using certain filters together caused some filter options to disappear from the user interface. The filters now work together as intended.

When posting multiple purchase orders at once, the VAT value calculated was incorrect. The VAT calculation now provides the correct value when processing multiple orders.

There were inconsistencies between user permissions and the options available when adding a line to a purchase order. These mismatches have been addressed, and the options now align with user permissions.

It was possible to create a purchase order for equipment transfer without specifying an equipment ID, even though the field appeared to be required. The process now ensures that an equipment ID must be provided

Using the sales order credit note module resulted in an error message and the process could not be completed. This issue has been fixed, and credit notes can now be processed without errors.

The equipment serial number was missing from the equipment deal screen, even though it was present in the equipment record and invoice. The serial number now appears correctly on the equipment deal screen.

When creating a supplier warranty request, certain depot details were not appearing on the generated document. The document now correctly displays all relevant depot information.

Attempts to transfer kit parts using the stock transfer feature did not work, as clicking the "add to list" button had no effect. This issue has been resolved, and kit parts can now be transferred as intended

An issue was identified where, when attempting to amend the selling price for a specific job, the details would not load and the screen would remain on a loading spinner. This problem has now been resolved,

When previewing a miscellaneous invoice, the Invoicing Notes field was not shown, even though it appeared on the final invoice. This has been corrected, and the notes now display as expected in the preview.

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