NEW and IMPROVED FEATURES
Released on 07/09 | |
|---|---|
| Bank Reconciliation: Posting Unallocated Payments | When posting a Customer or Supplier Payment directly from a Bank Statement Transaction line, where the resulting Payment will be unallocated, the Post button now clearly reads Post Unallocated Customer/Supplier Payment. This allows users to avoid unintended Unallocated Payments. |
Stocktake: Sort by Product Description |
When you create a new Stocktake, Sort By now includes Product Description. You can sort count sheets, product lines, and Stocktake reports alphabetically by product description instead of product code, bin location, product group, or preferred supplier. |
| Product Transfer Picking List | The Product Transfer Picking List report can include Notes from the transfer, giving warehouse staff more context on the picking document. |
| Bulk Hold / Remove Hold of Customer Invoices | You can now hold and unhold Customer Invoices in bulk from the main Invoice screen. For details check Hold a Customer Invoice |
| Reports |
A BAS GST detail report is now available to our Australian users. This gives you access to more detailed GST reporting information when reviewing BAS data. For details check Overview of Financial Reports |
| Save and Reuse Report Parameters |
When running reports users can now save report parameter sets with a name and rerun them later. This makes recurring reports faster to run and helps keep report settings consistent For more details check Save and Reuse Report Parameter Sets |
| Smart Grid | Staff List and Cashbook Payments List now uses Smart Grid |
| Released 23/09/2026 | |
| POS Workflow Changes |
A new setting has been added to POS to allow the user to Position in quantity when scanning. Turn on this setting to position immediately into the quantity field when scanning an item into POS.
Enhanced Keyboard Navigation. Changes have been made to the behaviour of Enter and arrow key navigation has been added. Clicking into a column will highlight the contents for easy replacement. Use Enter or arrow down to move down to the next line of the sale in the same column or arrow up to the lines above. |
| Compact view choice stored in local browser | Compact View choice on purchase orders is now stored in your browser. You no longer need to untick Compact View on every new purchase order. The saved preference applies when you use Add or Add and Receive. |
| Purchase Order Auto Ordering-Min Max Report Enhancements | The Product Reorder report (formerly Product Report – By Sales) now supports reordering by min/max as well as by sales. When you run the report by Min/Max, it shows each product’s minimum and maximum stock levels, recommended reorder quantity, and optional sales figures so you can print and review what to order before using Auto Order by Min/Max on a purchase order. You can include or exclude min/max and sales columns, include products with no min/max set, limit the report to products that need reordering, and use a second Group by option on the printed layout. Report parameters are displayed side by side. |
| Sales Analysis filter for Industry Type | All Sales Analysis reports now include an optional Industry Type from/to filter, Use the filter to see sales for customers in specific industries and compare trends across your customer base. Leave both bounds empty to include all industries. The printed report header shows the selected Industry Type range. Report parameters and displayed side by side. |
| Smart Grid |
Cashbook Receipts List view and Customer Items List view are now in Smart Grid. Cashbook Payments List view now has the option to include Currency and Foreign Total columns when Foreign Exchange is turned on. |
| Sort by Invoice Status on Customer List | On the Customer Invoice list, you can now sort by Invoice Status. This makes it easier to find invoices that are on hold or in a particular workflow state. |
USER ISSUES ADDRESSED
Module |
Summary |
Reference |
|---|---|---|
7/09 | ||
| Financials | The issue with an error message appearing when posting a customer or supplier payment from bank reconciliation even though the payment posted successfully, has been resolved. | INFSN-18161 |
| The issue with bank reconciliation import failing when transaction dates used a single-digit day (for example 5/08/2026), a common format when exporting from Excel, has been resolved. | INFSN-18063 | |
| The issue with a bank statement line not reappearing on the Imported tab after reversing a payment created from that line, requiring you to refresh or re-run search before you could action the line again, has been resolved. | INFSN-18157 | |
Reports |
The Labour Analysis Monthly report failed to run and did not produce output. The report now runs successfully with your selected parameters | INFSN-18080 |
Customers |
The issue where Sales Staff and Sales Manager users received a "User not authorised" message when selecting a product on a Customer Invoice has been resolved, and authorized users can now select products without encountering this error | INFSN-17966 |
| The issue with bulk posting an unposted customer invoice failing with Serial Number movement not found when the invoice contained a serial-tracked product with no stock available to supply (fully backordered), while posting the same invoice individually worked, has been resolved. | INFSN-18083 | |
| The issue with customer invoice and quote screens failing to load when viewing line totals and GST amounts, has been resolved. | INFSN-18036 | |
General |
The issue where idle sessions did not automatically time out after a period of inactivity, displaying a "Not connected" message while still allowing users to continue working without re-authentication, has been resolved. | INFSN-17667 |
| 21/09 | ||
Customer |
The issue with selecting the back button from a saved quote returning to Customer Invoices instead of Customer Quotes after visiting Invoices then Quotes, has been resolved. | INFSN 18432 |
| The issue with activation status filters on Customer > Enquiry > Product History not matching the selected Active/Inactive chips (for example, removing Active still showing only active products), has been resolved | INFSN 18462 | |
Product Imports |
The issue with Active Product Min/Max and Bin Locations import clearing Min, Max, or Bin values when those columns were omitted from the CSV file, has been resolved. Only columns present in the import file are updated. | INFSN 18493 |
Reports |
Note, separator, and subtitle job lines no longer print on the Job WIP report and no longer affect Summary or Detail totals. If a job has only those descriptive line types, the job header can still appear with no line rows. The remaining behaviour of the job appearing with no billable lines remains and will be fixed in the next release. | INFSN 18529 |
API |
The issue with the OpenAPI specification and RapiDoc API documentation showing internal server node names in endpoint URLs instead of the normalised domain name for the software, has been resolved. | INFSN 18256 |
