Issue Date: 12 Mar 2021
Products - Kitsets
Serial Tracking Kitsets
A kitset is now able to be serial tracked. If the kitset is When Invoiced, only the Sales can be serial tracked. #4352
User Experience - Payment updates
Payment screen improvements
The customer and supplier payment screens have been improved to allow better and faster allocation of invoices to be paid, and more intuitive selection of outstanding invoices. #4581
- Date highlighted when invoice date is beyond payment date
- Buttons to perform payment actions - above the invoice table to apply to all invoices, or at the end of the row for individual invoices
Auto Pay Behaviour
The auto pay functionality has been fixed and improved to include credit notes, and also allow auto pay of the entire payment amount, or individual oustanding transactions. #4432
Order number now displayed
The order number is now visible on outstanding transactions in customer and supplier payments. #3809
Unposted payments
A user is warned if there are unposted payments for a customer or supplier, and that payment can be selected before continuing with a new payment. #4456
User Experience
Multiple Users - Editing Records or Transactions
A user is now informed if another user is viewing a record or transaction by an icon at the top of the screen. If the other user is in edit mode, the second user is prevented from editing the record or transaction. #3992
Viewing notification
Editing notification - red border around icon
Confirmed Selection - Entering a known code / account
If a user enters a known product code, customer or supplier account number, or GL code, the software will now select that single record when the user tabs out of the field. #4271
Reports
Reports are not being emailed
An issue with invoices not being emailed has been resolved. #4869
New | ||
Customers | Customer Quotes | #4548 |
Customer List (Detailed) | #4560 | |
Dispatch Sheets | #3616 | |
Sales Analysis MTD/YTD | #4695 | |
Sales Analysis Top Sales | #4564 | |
Products | Kitset Buildup | #3647 |
Product Details | #3762 | |
Product On Hand By Location | #3701 | |
Product Summary | #4788 | |
Product used in Kitsets | #4407 | |
Edit | ||
Financials |
Balance Sheet - vs Last Year
|
#4532 |
Customers |
Customer Contract Rates
|
#4533 |
Invoice Delivery Labels
|
#3643 | |
Unallocated Payments
|
#4632 | |
Products |
Price List - Selected Price with Margin & Markup
|
#4544 |
Product Transactions
|
#4770 | |
Product Valuation Report
|
#4792 | |
Parameter Selection |
Default Dates
|
#4776 |
Drop Down selection lists
|
#4732 |
Download a copy of the release notes here
Refer to Related Articles for links to articles associated to content in this version release.