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

Previously, users could only see and raise invoices for the current period of a hire or service contract, with no visibility of upcoming schedules. Users can now view and raise invoices up to three months in advance, making it easier to manage billing for contracts where payment is due before or at the point of delivery. Invoices must still be raised in sequence — no period can be skipped — but the additional forward visibility helps teams plan ahead and raise invoices without waiting for each period to arrive.

When a purchase order is linked to a specific job or sales order, the printed document previously showed no reference to either. This made it difficult to cross-reference paperwork and trace purchases back to the work they related to. The Purchase Order print layout now includes the related Job Number and Sales Order reference where applicable, making it straightforward to match purchase orders to the correct jobs and orders.

Previously, many key mobile settings could only be configured at the global system level, meaning all engineers used the same settings regardless of which branch or division they worked in. Administrators can now configure 23 additional settings at the individual Device Profile level, allowing different groups of engineers to have tailored mobile app experiences. For example, job acceptance behaviour, parts and inventory options, and equipment management controls can all vary between profiles. Settings not overridden at the profile level continue to inherit the global default. The Device Profile screen has also been redesigned with grouped sections and a search box to make it easier to find and manage specific settings.

The Job Site Address field in the SSR Job dataset now returns the full address including Address Line 1, Address Line 2, Postcode, County, and Country.

The warranty setup in Equipment Deals has been enhanced to match the flexibility already available on Equipment Records. Users can now configure warranties using both a duration in months and a usage threshold in clock hours within the same warranty. A new Warranty Condition field lets users specify whether the warranty expires when either condition is reached first, or only when both have been met. Warranty Type options have also been aligned to support both Customer and Supplier warranties, providing a consistent and more flexible warranty experience across the product.

When accepting credit for a returned part, users can now enter the supplier credit note details directly within the Parts Return workflow. This includes the credit note number, date, carriage, VAT, and credit value. The system supports partial credits and automatically calculates any claim difference based on the cost of returned items versus the accepted credit amount. Once saved, the credit note details remain visible on the return record and the return status updates to Credit Accepted, supporting accurate financial reconciliation and audit traceability.

The Parts Return process now creates the correct financial journal entries when a supplier return is resolved. For Credit Accepted outcomes, the system automatically posts the appropriate stock and credit journal movements and generates a Purchase Nominal line, allowing finance teams to post the supplier credit note directly through the Purchase Nominal screen. Claim Rejected scenarios also now create the correct journal entries. These improvements ensure more accurate stock valuation, clearer auditability, and improved financial reconciliation throughout the Parts Return lifecycle.

The SSR Goods Received Not Invoiced report has been enhanced to include Stock Nominal Code information alongside standard goods received data. The report now supports Purchase Order nominal code mapping, giving finance teams improved visibility of the nominal coding associated with outstanding receipts and better alignment with client reporting requirements.

We have updated the interim sign-off process to ensure that the reasons provided by engineers are fully captured and reportable. Previously, these reasons were only visible on the mobile device; they are now automatically synced to the back-office and made available for use in your system documents and reporting.Where to find this field:

In Reports & Documents: You can now find the Interim Signature Reason field within the Jobsheet Data Dictionary. This allows you to include the reason directly in your jobsheet templates or pull it into custom reports using the Document Designer in the Communication Center.

The Hire Agreement document dictionary has been updated to include two new contract-level fields: Duration Type and Duration Value. These additions allow document templates and generated hire agreement outputs to display contract duration details more accurately.

The Root Cause field is now available in the Job Sheet With Forms document dictionary. Report templates and documents can now include root cause information, making it easier to create job sheet documents that reflect the full outcome of a service visit.

Geographical Area and Region fields from site records are now available as columns in the Equipment Service Schedule data grid. Users can add these to the view to group, sort, and filter service schedules by area, making it easier to manage and review service activity across different locations without relying on postcodes alone.

A new dataset for electronic signatures has been added to Self-Service Reporting, allowing users to build reports that include contract signature information. This covers signature status, dates, and related contract activity, supporting teams who need to report on or audit the contract sign-off process.

The Deinstall To Branch toggle is now visible and configurable under Engineer → Device Management → Device Profile → Parts & Inventory. Previously this setting was defined in the system but missing from the Device Profile screen. It can now be enabled or disabled directly from the web application and saves correctly.

Sites can be configured with a Preferred Engineer Set to ensure the right engineers are automatically associated with jobs raised for that location. When jobs were created via an API integration, this preference was not being applied — jobs arrived without the expected engineer assignments, requiring manual correction. Jobs created via the API now correctly inherit the Preferred Engineer Set from the site, ensuring consistent behaviour regardless of how the job was raised.

In the Engineer section, changing the page size in the Daily Form grid caused the columns to shift to the right, making the grid misaligned and difficult to read. The grid now maintains correct column alignment when the page size is changed.

When raising jobs from the Equipment Service Schedule with multiple assets selected, child service schedules linked to parent equipment could be skipped. This meant some required services were not included when the job was created. The loading logic has been updated to correctly include child equipment service schedules for each asset, ensuring all relevant services are captured consistently during job creation.

When raising a service call with multiple engineers selected, the system was showing only a hyphen followed by the engineer name, while a single engineer selection displayed the full name correctly. The engineer display format is now consistent regardless of how many engineers are selected.

On the Create New Quotation screen, validation messages were overlapping with nearby fields, making the page difficult to read when required information was missing. Validation messages now display clearly in the correct position, providing a cleaner experience when creating quotations.

On the Add New Contract screen, the Invoice Date field did not display a mandatory indicator, yet the system would prevent the contract from being saved if it was left blank. The field is now clearly marked as required, so the validation behaviour matches what users see on screen.

When adding equipment under Equipment for Sale in an Equipment Deal Record, triggering a validation error caused the Add Equipment button to change to Update even though no equipment had actually been added. This has been corrected. The button now remains as Add Equipment until the record is successfully saved, and Update only appears when editing an existing entry.

Users accessing the customer portal could only print copy invoices if they had all-site access granted, even when their access was otherwise sufficient for the invoices in question. This was raised for investigation but no confirmed fix has been applied in this release.

Jobs could disappear from revenue and cost summary views when Work Done notes were empty, causing revenue totals to calculate incorrectly. This has been fixed so jobs remain visible and totals are accurate regardless of whether Work Done notes have been populated.

When raising a part return for a serialised item with multiple receipts under the same purchase order, the Credit Note option was being incorrectly disabled for all receipts if only one had been invoiced. Credit Note availability is now evaluated per receipt line, so it is only restricted where applicable and remains available for non-invoiced receipts.

When a service call was raised for a site with a preferred subcontractor and the engineer assignment was subsequently changed, the job could end up in an incorrect state — for example, remaining unissued or showing the wrong assignment details. Job state is now managed correctly when engineer assignments are updated in these scenarios.

The Clear All option in the Part Return filter popup was working inconsistently in the New Requests tab — search text and applied criteria would sometimes remain until the popup was reopened. Clicking Clear All now reliably resets all filters and search text every time.

After a part return request was rejected by the supplier, users could still select it from New Requests and send it again, creating a duplicate claim. Once a request has been rejected it can no longer be resent. If users attempt to do so, the system displays a clear message explaining why, preventing duplicate claims and keeping the return process accurate.

Various pop-up messages and confirmation dialogs across the application were missing headers or showing incorrect titles. These have been corrected to display consistent and accurate headings, making it easier to understand the context of each message.

Fixed an issue where Split as New Job failed to create a new job after the original job was unissued. Task split now creates the new job successfully with correct job details.

When raising a cross hire contract with a catalogue item, the goods receipt process was not creating the equipment record and linking it back to the contract correctly. This left the item as a catalogue record rather than an equipment record on the contract, causing an error when attempting to off-hire. This has been fixed and cross hire catalogue equipment now links correctly throughout the process, allowing off-hire to complete successfully.

On certain consolidated invoices, individual job line prices were not appearing and the Total Net was showing as £0, even though the overall Net Total was correct. This has been fixed and the invoice now correctly displays all line item prices alongside the net total.

In Job Control, the task selection window used when assigning tasks to engineers could become misaligned when task descriptions were very long, pushing the checkboxes off-screen and making selection difficult. The layout has been updated so long descriptions are handled correctly, with text trimmed and full content shown on hover. The window now remains properly aligned regardless of description length.

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.

When a miscellaneous item was added to a Sales Order line, it was not appearing in the Book Stock Item pop-up, which prevented users from raising a Purchase Order for it. The miscellaneous item now displays correctly in the pop-up with On Hand shown as N/A, while normal stock items continue to show their available quantity as before.

When sending a service or hire contract for electronic signature, the audit log was creating duplicate entries during the process. Additionally, the cancel button on the confirmation page was not functioning correctly. Both issues have been resolved — the audit log now records a single entry, and the cancel button correctly aborts the send action.

The Part Return module has been updated to display the correct action icons consistently across the New Requests and Sent To Supplier tabs. Previously there were inconsistencies in icon visibility and presentation. Icons are now displayed accurately based on the current workflow stage and request status.

The Set Invoice Date section on the Hire Contract Consolidated Invoice page was misaligned, affecting the layout of that part of the screen. This has been corrected and the section now displays in the expected position.

The SSR Receipts report was showing the total quantity across the entire purchase order on every receipt line, rather than the quantity received for each individual receipt. The data mapping has been corrected so each receipt line now shows the right quantity, ensuring accurate data in receipt-based reports.

Journal values exported from Service Geeni to Business Central were sometimes differing from the original amounts in Service Geeni, causing discrepancies when reconciling accounts. The journal posting process has been updated to improve value mapping, rounding, and conversion accuracy, so exported journal entries now align consistently with the source values.

A range of UI alignment issues have been identified and resolved across the application, including misaligned buttons, text labels, and other elements. These improvements make the interface more visually consistent throughout the product.

Engineer devices whose name included a forward slash were failing to receive real-time updates from the gateway because the character was causing the request URL to be malformed. This has been fixed and affected devices now communicate correctly.

The SSR Receipts report was generating duplicate lines for purchase orders that contained more than one SKU. Each receipt line now appears once, ensuring receipt-based reports show accurate data.

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