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

Equipment deals typically contain multiple line items — equipment, spare parts, and jobs — and real-world invoicing rarely covers everything at once. A deposit may be raised against a specific item early in the deal, with further invoices raised per asset or per job as each is delivered or completed. The previous invoicing method required entering a single lump-sum amount, which the system then split equally across equipment lines only. Spare parts and jobs were excluded from this distribution, equal splitting could produce incorrect allocations, and there was no way to invoice a specific item or apply a partial amount to an individual line.

A new line-by-line invoicing screen replaces the previous lump-sum entry. When you raise a new invoice against an equipment deal, you are taken directly to a screen showing all deal line items grouped by type (Equipment, Spare Parts, Jobs), each displaying its remaining invoiceable value — the original value minus any amounts already invoiced against it.

Finance and sales teams now have full, accurate control over what is invoiced at each stage of a deal. Multiple invoices can be raised over the life of a deal — each targeting specific items or partial amounts — and the remaining invoiceable value per line is always up to date regardless of how many invoices have previously been raised. Spare parts and jobs are now included in the invoicing screen for the first time, giving a complete picture of what has and has not yet been billed.

When an equipment deal includes a trade-in, the trade-in value may exceed the net book value of the traded equipment. This difference — the trade-in over-allowance — represents a financial concession made to the customer. Previously, this over-allowance was recorded as a reduction in revenue rather than as a cost of the deal. This distorted the gross margin, made deal profitability harder to interpret, and did not align with standard accounting expectations — because the true revenue figure was being understated and the cost was effectively hidden.

The trade-in over-allowance is now treated as a cost of the deal rather than a revenue deduction.

The system now calculates the over-allowance as: Trade-in Value minus Net Book Value. This only applies where a trade-in exists and a net book value has been entered.

While the deal is active, the over-allowance is held in WIP (work in progress) as a cost entry.

When the deal is completed, the over-allowance automatically moves from WIP to Cost of Sale.

Equipment revenue is now shown at the full sell price — it is no longer offset by a negative trade-in adjustment.

Finance teams now see a clearer and more accurate picture of deal profitability. The over-allowance appears as an explicit cost in the deal breakdown rather than a hidden adjustment to revenue, making margins easier to understand and ensuring reporting aligns with standard accounting practice. The final deal margin is unchanged — only how it is represented has changed.

When editing an existing equipment record, users were being interrupted by pop-up prompts asking about insurance value and whether to create a catalogue record — prompts that are only relevant when creating new equipment. This has now been fixed. These prompts no longer appear when editing existing equipment, allowing users to save routine updates without unnecessary interruptions.

Engineers' travelling and working time was appearing as negative values in Job Details and the Closed Tasks KPI report, meaning labour records looked incorrect and managers could not rely on the figures for accurate reporting. This has now been fixed. Travelling and working time now calculates and displays correctly, giving managers reliable labour data across all completed jobs.

Added a new "Job Raised on PDA" notification option to User Settings → Notification Management → Scheduling. Users can now configure both in-application and email notifications for jobs raised from the app directly from the standard Notification Management settings. When enabled, selected recipients will receive notifications and email alerts whenever a new job is raised via PDA. When disabled, no notifications or emails will be generated for PDA-raised jobs.

An issue has been resolved where the Relationship field in the Engineer > Next of Kin section displayed no selectable options, preventing users from saving next-of-kin records. The required relationship data has been restored, allowing users to select and save relationship values correctly.

Resolved an intermittent issue that could cause a "Duplicate Purchase Invoice Number" error when processing purchase invoices. Under certain conditions, invoice number sequencing could temporarily become unavailable, resulting in duplicate number validation errors even when the invoice number was unique. The sequencing and transaction handling logic has been improved to ensure purchase invoice numbers are generated consistently and reliably during invoice processing.

The Late Service KPI now correctly reflects only completed ESS service jobs. Raising and completing a Repair Job for the same equipment after an ESS service has been completed no longer impacts the Late Service count. This ensures accurate KPI reporting and prevents repair activities from incorrectly influencing service compliance metrics.

An issue has been resolved where users were unable to resize column widths or reorder columns in the SKU History and Job History popups, making it difficult to view full data values. Column resize and drag-and-drop functionality now work correctly in both popups.

On several screens — including Equipment Deal Records, Contracts, Stock, and Service Calls — clicking 'View Results' in the filter panel would apply the filter correctly but leave the popup open on screen. Users then had to manually close the filter panel before they could clearly see their filtered results, adding an extra step every time a filter was used. The filter panel now closes automatically as soon as results are loaded, giving you an unobstructed view of your filtered data straight away and making filtering faster to use.

In the Self-Service Reporting module, total time values were displaying in an incorrect format — showing hours, minutes, and seconds separately rather than as a continuous total (e.g. showing 1.4:45:00 instead of 28:45), making it difficult to read and interpret time booked at a glance. This has now been fixed. Time totals now display in the correct format, making reports easier to read and act on.

When creating a new Stock Transfer on a US-based system, the Transfer Date field was displaying dates in UK format (DD/MM/YYYY) instead of the expected US format (MM/DD/YYYY). This caused confusion when reading or entering dates and risked errors when processing transfers. The Transfer Date field now displays dates in the correct format based on your system's regional settings, so US users will see dates in the right format going forward.

An issue where the selected Engineer filter was applied in Job Control, but the grid was not visible when returning to the screen has now been resolved. The grid now remains visible after navigating away and back, ensuring users can clearly see that the Engineer filter is still applied.

We’ve improved fixed-price service contract validation so equipment invoice prices can be updated correctly when the contract’s invoice values change. Previously, after updating the Next Invoice Value, users could be prevented from adjusting equipment-level invoice prices to match the new contract total because the original first invoice value was still being used as the limit. The validation now uses the appropriate invoice value based on the contract’s invoicing state, allowing equipment prices to be updated accurately while still maintaining fixed-price controls.

An issue has been resolved where renewal quote documents were displaying outdated service sequence dates after the start date had been updated during the requote process, meaning equipment information in the document was incorrect. Quote documents now correctly reflect the latest service sequence dates throughout the renewal workflow.

When viewing the hire contract history for a piece of equipment in Equipment Enquiry, only the most recent contract was being shown. For equipment that had been on multiple contracts over time — for example where equipment had been swapped or contracts had been revised — the earlier contract records were missing entirely from the history. This made it impossible to see the full picture of a machine's contract history. The Equipment Enquiry screen now displays the complete hire contract history for each piece of equipment, including all previous contracts, giving a full and accurate view of the equipment's history.

An issue has been resolved where Part Request Awaiting Acceptance reminder emails were not being sent to configured recipients, despite notification settings being enabled. Notification emails are now generated and delivered correctly when a Part Request is raised and awaiting acceptance.

An issue has been resolved where the Purchase Enquiry screen could fail when expanding equipment purchase order lines, preventing users from viewing PO details. The screen now handles this correctly, allowing equipment purchase order lines to be viewed without errors.

An issue has been resolved where hire contract cost totals in the Revenue Cost Analysis (RCA) report were showing different figures in the summary and detailed views, making it difficult to reconcile costs. Cost data is now aggregated consistently, providing matching values across both summary and detail reporting.

When issuing a stock item directly from the stock record, the cost, list, and selling prices were not appearing in the Stock Issue popup — the price fields were left blank. This was inconsistent with issuing stock from within a job, where prices did populate correctly. Users were having to manually enter prices each time, which was time-consuming and risked pricing errors. Prices now populate automatically when issuing stock from the stock record, saving time and ensuring accurate pricing every time.

An issue has been resolved where purchase order lines created from sales orders were not displaying the associated Sales Order Number in the Purchase Order item edit screen, making it difficult to trace orders back to their source. Purchase order lines now correctly show the linked sales order reference.

An issue has been resolved where some users were unable to open the Sales Invoice Reprint screen, preventing them from reprinting sales invoices. The screen now loads correctly for all users.

An issue has been resolved where jobs raised from a Service Call were not appearing in the Job Control and Scheduler grids immediately after creation, making it difficult to track and manage them. Newly created jobs now display correctly in both grids straight away.