Release Notes 30/Jul/26

The following fixes and improvements were included in version 6.85.60 (Web), released on 30 July 2026.

Enhancements (7)

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

Once a sales order had been proforma invoiced it could not be cancelled or edited, leaving redundant orders in the system and forcing you to raise a credit note as a workaround. You can now reverse the proforma invoice directly on the sales order, so orders can be corrected or cancelled without the extra step.

Stock lines previously showed only a single selling price, so it wasn't clear what discount had been applied. Every stock line now displays both the original selling price and the discounted selling price across jobs, sales orders and billing, and back-office users can override the original selling price where needed.

CFTS documents previously did not include a field showing whether a recorded defect was reportable. The standard CFTS documents now include a Reportable Defect Yes/No column, allowing the selected value to be displayed clearly in the generated report.

A new Market Cost Price field has been added to Equipment Records, allowing users to manually maintain an indicative market value for equipment independently of the system-managed Equipment Cost Price. The value can be entered and updated at any time and is retained without being affected by purchase orders, goods receipts, deal processing, or other system activities.

The Market Cost Price is provided for reporting purposes only and does not influence Equipment Deals, invoicing, deal costing, nominal postings, Cost of Sales (COS), Net Book Value (NBV), or any other financial calculations. The field is also available within the SSR Equipment dataset, enabling it to be included in reports such as stock value lists for sales teams.

Equipment Cost Price is now synchronized between Equipment Records and Equipment Deals, ensuring both locations always display the same current cost value while a deal is active. Users can continue to update the cost price from either the Equipment Record or the Equipment Deal, with changes automatically reflected in the other location.

The update also includes support for Equipment Deal Quotations and a migration to populate missing Equipment Record Cost Prices from existing active deals where appropriate. Completed deals retain their historical cost values, and existing accounting entries remain unchanged, preserving financial integrity while providing a single source of truth for Equipment Cost Price.

Previously, contracts with a future start date could be forced to an 'Active' status, and pre-active committed contracts were sometimes left out of equipment availability, reporting and invoicing. Contracts marked 'Scheduled' or 'Signed & Scheduled' are now handled alongside 'Active' ones, so committed future work appears correctly across service scheduling, equipment availability and invoices.

Contract numbers and equipment ID's were generated from a fixed sequence with no way to add your own prefix. You can now set a custom prefix so that new contract numbers follow your own naming convention automatically when a contract is created.

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Fixes (14)

The enquiry list on mobile had uneven spacing around punctuation and used impersonal wording. The text now reads more naturally and speaks to you directly, making the enquiry list clearer and easier to read.

When moving selected tasks to another job, the system could previously use the wrong source job and move tasks from an incorrect original job. The move process now identifies the correct source job, ensuring selected tasks are transferred from the intended job.

An issue has been resolved where jobs using foreign currencies could incorrectly display values equivalent to the base currency after changing the customer or site. The currency conversion process has been corrected to ensure financial values are recalculated and displayed using the appropriate exchange rate.

When a job was raised against a non-chargeable cost code, parts issued to it were saved with a zero selling price, and later switching the job to a chargeable cost code left those parts showing no revenue. Parts already issued now pick up the correct selling price when the cost code is changed, so job revenue reflects the parts that have been used.

An issues affecting equipment visibility in the Add Sale Equipment popup. Equipment removed from an Equipment Deal is now available again after creating a revision, allowing it to be reselected when required.

An issue where supplier accounts reactivated in Sage 50 remained unavailable for selection in the primary supplier list after synchronization has now been corrected. The synchronization process now updates both the active and archived status correctly, ensuring reactivated supplier accounts appear as expected when creating stock parts and anywhere supplier account lists are populated.

When adding equipment to a hire contract with only the 'Available for Hire' filter selected, the list could still include equipment that was not actually available to hire, such as customer-owned items. The filter now shows only equipment marked as available for hire that is free of overlapping contract dates, so you see the right equipment straight away.

On the mobile app, the supplier list was not showing when you selected a supplier while adding a new F-Gas cylinder, even after a supplier had been added on the web. The supplier list now displays correctly, so you can pick a supplier when adding a cylinder.

An issue where adjustments made to the Total (Ex. VAT + VAT) values during Purchase Invoice Posting were not being preserved after posting. The updated invoice totals are now saved correctly and are consistently reflected in the Purchase Nominal Update screen and associated grids, ensuring accurate financial data throughout the purchase invoice workflow.

An issue where Equipment Deal invoices did not display the correct Equipment ID. Added the Equipment Deal invoice Equipment ID field to the document dictionary.

Some sales order parts showed an unclear 'Day No' status that wasn't documented and prevented orders being progressed or partially invoiced. This status now reads 'Requested', so you can understand each part's state and clear or invoice the order as expected.

When the web app was set to French, some labels, placeholders, and status indicators across areas such as Form Requests, Reports, and the Scheduler still appeared in English. These have now been translated correctly, so the interface displays consistently in French.

The "Reportable Defect Yes/No" field was missing from the Forms report even after it had been completed. The field now appears on the report with its selected value, so reportable defects are clearly recorded.

Purchase orders created from quote-to-job conversions previously defaulted to the depot address instead of the intended site address. The delivery address now defaults to the site linked to the job, ensuring purchase orders use the correct delivery location.

The Order Acknowledgement document previously displayed a blank Created By value even when the sales order had been raised by a valid user. The document now shows the correct creator name linked to the sales order.