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 |
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 | |
API |
When data was synced through the External API or pushed to your online store, custom and website fields could sometimes be missing from suppliers, customer items, and customer invoices. This happened intermittently and could affect integrations and ecommerce feeds. Custom and website field data is now returned consistently. | INFSN-17665 |
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 |
