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

Leaving the login screen open for an extended period would result in a technical error message upon attempting to log in, which was confusing and unhelpful. The system has been updated to provide a much friendlier 'login timed out' message, along with a clear button to redirect back to the login page. This improvement ensures that users can easily restart their session without encountering technical jargon or getting stuck on an error screen.

The Equipment Transfer purchase order process has been improved to create a separate purchase order for each supplier when multiple equipment items are transferred. Previously, items assigned to different suppliers could be combined into a single purchase order, making supplier handling less clear. With this update, equipment is grouped by supplier, and an individual purchase order is created for each supplier group. If equipment has child items, they remain linked with the same supplier as the parent and are shown as separate lines under the same purchase order. Before confirming, users can review the purchase orders that will be created, including the supplier and related equipment details. This provides a clearer procurement workflow and ensures each supplier receives the correct purchase order for their equipment.

A new backend configuration has been introduced that allows for a 'hard stop' to be enforced for customers marked as 'on stop'. By default, the system will continue to provide a bypass warning; however, this new setting completely blocks the creation of new jobs for these accounts across all raise paths. If you would like to enable this strict enforcement for your organization, please contact our customer service team to have this configured.

The Engineer Utilisation report has been redesigned to provide a more accurate and reliable view of engineer productivity. Previously, visual misalignments in the KPI viewer made some statistics difficult to read, particularly on certain browsers. The report now uses a robust new dataset that ensures all figures including shift hours, worked hours, and utilization percentages—are displayed clearly and correctly.

Sales Order related configuration gates have been removed, and visibility or availability is now controlled through access permissions instead. Users with the correct Sales Order permissions can now access the relevant Sales Ordering, Sales Order V2, Sales Dispatch, Sales Invoice/Credit Note, Quotes, Sample Sales Order, and Stock History areas without being restricted by the removed configuration settings.

Updated Revenue Cost Analysis filtering behavior to hide Sales Order data when Equipment or Service Contract filters are applied. Sales Order values are now excluded from summary calculations to prevent incorrect reporting and reduce user confusion.

Inconsistent labeling between the catalogue setup and equipment screens in equipment deal made it difficult to find financial information. Labels such as "Specifications" have been renamed to "Financial" to match the rest of the application, and empty data fields are now hidden to improve readability. These updates create a more uniform experience when navigating between different equipment records.

In the Service Schedule section of a contract, fixed price values were occasionally overlapping with charge code text, making them difficult to read. The grid layout has been adjusted with improved spacing and alignment to prevent this overlap. This small but important visual fix ensures that contract financial details are always clear and legible.

A rounding discrepancy was identified where the VAT total on an invoice header occasionally differed from the sum of the individual nominal lines by a few pennies. The calculation logic has been synchronized to ensure that the header total always matches the sum of the rounded line values. This ensures perfect consistency in financial records and accounting exports.

Contracts that were invoiced as part of a consolidated group were not displaying correctly in the individual contract's invoice schedule preview, often showing incomplete data or incorrect totals. The system now correctly identifies these consolidated invoices and routes the preview to the appropriate template. This ensures that when you view an invoice from within a contract, you see a consistent and accurate representation of the full billing, regardless of whether it was issued alone or as part of a group.

The Sales Order Enquiry screen has been simplified to provide a clearer path for document printing. Previously, users were presented with two identical 'Print Delivery Note' buttons for invoiced orders, which created unnecessary confusion. We have cleaned up the interface metadata to ensure only one clear print action is visible, making the workflow more straightforward and efficient.

Resolved the issue where expanding the ESS subgrid after searching with a contract number caused an error. The subgrid now opens successfully and correctly displays related parent and child equipment records without any issues.

Fixed an issue in Stock Transfer where the Default Bin field remained blank after selecting a stock item during Depot-to-Van or Van-to-Depot transfers. The system now automatically populates the Default Bin based on the selected destination branch or engineer van configuration.

Fixed an issue where mobile time bookings spanning midnight or multiple dates could calculate incorrect job duration, causing engineer utilisation to show 100%. Time bookings now calculate correctly in Job Control, related UI screens, and reports.

The Part Request module has been updated to ensure a consistent and professional visual experience when managing stock. Previously, when editing a Part Request, the data rows would sometimes shift out of alignment with their column headers, making the information difficult to read. We have stabilized the grid rendering so that all line details remain perfectly aligned with their headers, regardless of the row's status.

Updated Stock Replenishment PO generation logic to correctly populate Selling Price in generated Purchase Orders.

The Parts Accept screen has been updated to ensure that all required fields are clearly identifiable during the stock transfer process. Previously, the 'Dispatch Number' field label was missing, leaving only a mandatory asterisk and causing confusion for users trying to complete the form. The label has now been restored, providing better clarity and a more intuitive experience when accepting parts.

The Purchase Nominal Update History screen was incorrectly displaying the total (gross) amount in the 'Value' column for posted purchase credit entries, rather than the net value excluding VAT. This display error has been corrected so that the 'Value' column now accurately reflects the credit amount before tax. This ensures that financial history records are clear and align correctly with the corresponding VAT and total figures.

The system was allowing equipment already active on one hire contract to be added to another without alerting the user, leading to potential double-booking. New validation checks and alerts have been implemented to notify users if an item is already in use. This prevents allocation errors and ensures that hire equipment availability is accurately managed.

Performing equipment transfers involving multiple suppliers was occasionally generating duplicate Purchase Orders for the same items. The generation logic has been fixed to ensure that only one PO is created per supplier, with the correct equipment lines assigned to each. This prevents confusion in the procurement process and ensures suppliers receive accurate order information.

Users were unable to add new lines to miscellaneous purchase orders because the system was incorrectly enforcing location checks that didn't apply to those order types. The validation logic has been adjusted to allow lines to be added to existing orders without unnecessary blocks. This ensures that procurement tasks can be completed efficiently without being stalled by irrelevant requirements.

A one-day mismatch was occurring between contract expiry dates and scheduled price uplift dates, preventing users from saving uplifts for the full duration of a fixed-term contract. The calculation logic has been aligned so that both dates now match perfectly. This allows for the seamless scheduling of price increases that coincide exactly with contract terms.

Booked parts were sometimes failing to reflect on the mobile app immediately after being issued via the web, particularly during app updates. The synchronization trigger has been enhanced to ensure that part updates are acknowledged and displayed on mobile devices instantly. This ensures engineers always see the most up-to-date list of parts assigned to their jobs.

Billable labour and travel hours added to a job were occasionally failing to display on the final invoice, even though the values were recorded in the system. A fix has been implemented to ensure that billable time is correctly converted and displayed in the labour details section of both invoice previews and final documents. This provides customers with clear and accurate breakdowns of the time being billed.

Sales nominal postings were failing for job invoices marked as VAT exempt because the system was incorrectly attempting to apply standard stock VAT codes. The posting logic has been corrected to respect the exemption status and maintain a 0% VAT rate where applicable. This allows the nominal posting process to complete successfully for all invoice types without manual intervention.

Job Credit Note reports were previously failing to regenerate from the Sales Invoice Reprint screen for some records, which prevented the document from being generated. This has now been corrected so the Job Credit Note report regenerates successfully and displays the correct data.

Archived and cancelled jobs were appearing in Self-Service Reporting (SSR) dashboards because the dataset lacked a way to filter them out. The 'IsArchived' field has been added to the Job dataset, and reporting views now explicitly exclude archived records by default. This ensures that morning briefings and daily reports accurately reflect only active, relevant jobs.

Journal updates sent to Sage 50 were incorrectly assigning the 'From' department code to both debit and credit entries, rather than differentiating between the two. The integration logic has been updated to correctly map both 'From' and 'To' department codes based on the transaction type. This ensures that financial reporting in Sage accurately reflects the department splits recorded in the system.

When editing existing services under an equipment type, changes to charge codes were failing to save and reverting to previous values. The system now correctly identifies and saves updates to these existing records, including support for decimal price values. This ensures that equipment configurations remain accurate and prevents the need for manual backend corrections.

Users can now access the Add Line Items to Raise PO or Draft option from the Global Icon in Stock Records. This allows users to proceed with adding stock line items for a purchase order or draft directly from the Stock module.

Jobs assigned with the status 'Issued (Awaiting Approval)' did not automatically appear on an engineer's mobile device, requiring a manual file refresh to see the update. This has been resolved so that these jobs now sync automatically to the mobile app upon assignment. This improvement ensures engineers have immediate access to their scheduled work without needing to manually check for updates, leading to a smoother start to their tasks.

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