| Module | Alterations |
| Events > Emails | Embedded Images - Code altered to deal with embedded images which were in a previously unsupported format. |
| Sales > Staff Commission | Staff Commission Reports - Internal & External reports now display the costs and margins associated with the stock item and the lookup fields display the correct data. Alteration made to the commission calculation used when despatching Sales Orders - uses the cost associated with the item. Commission no longer calculated on Duty & VAT lines for Pre-Paid Orders in Wine systems. |
| Sales > Job Management > Customer Orders | Deleting Back-To-Back Purchase Orders - Customer Orders will automatically delete generated Purchase Orders when switching from Back-To-Back to Bought In. This is only possible when there hasn't been any stock movements on the item. |
| Sales > Job Management > Customer Orders | Zero quantity back-to-back lines - System automatically unmarks an item as back-to-back on save when quantity is 0. Prevents the order from crashing as it attempted to open a Purchase Order that no longer existed. |
| Nominal > Cash Book > BACS Run | BACS - BACS run date takes the date selected rather than the processing date. HSBCNET |
| Buttons > Drilldown Properties | Document Report setting - Document Report checkbox now displays the current setting |
| Module | Functionality |
| File > Print > Document Settings | Disabling Documents - Ability to disable documents without having to set a template against them |
| File > Print > Document Settings | Adding existing templates - User is now given the option to replace an existing template if there's already an existing one with the same name in the database |
| File > Print > Print Queue | Certificate of Analysis - Account number and name are now displayed in the Print Queue for Certificate of Analysis documents |
| Purchases > Orders | Invalid Purchase Order message - Invalid Purchase Order message altered to return the order number. To Inform user which PO has had a problem when its caused an error opening a back-to-back order. |
| Purchases > Orders | Purchase Order Delivery Date - Delivery date on Back to Back Purchase Orders set to the Sales Order's Despatch Date. Delivery Date on Purchase Orders only set to the current Date when they've been marked as Finalized |
| Purchases > Invoices and Credit Notes > Invoices (Direct) | Invoice total confirmation - User is prompted to confirm the Invoice total before posting |
| Purchases > Invoices and Credit Notes > Credit Notes (Direct) | Credit Note total confirmation - User is prompted to confirm the Credit Note total before posting |
| Purchases > Shipment Details > Invoices for Shipments | Duplicate Invoice number check - User is warned if Invoice number has been used before by that supplier. User is also prompted to confirm the Invoice total before posting |
| Purchases > Shipment Details > Invoices for Shipments | Only Show Complete - Only complete shipments are displayed in the lookup list as default |
| Purchases > Shipment Details > Invoices for Shipments | Auto set amount -Invoice amount is automatically set to the quoted amount when an Invoice quantity is entered |
| Purchases > Pay Suppliers > Step Through Accounts | Only allow positive payments - Can only pay a supplier when the total selected is a positive amount |
| Sales > Orders > Create or Amend Orders | Managed Allocation Items - Ability to open Sales Orders which have had their associated Purchase Orders deleted from the system. These items will be marked as Ex Stock in this case. No longer possible to delete these associated Purchase Orders by selecting Purchase > Orders > Cancel Order either. The system automatically deletes the PO when the item's source is set to Ex Stock on the Sales Order. |
| Sales > Orders > Contracts > Contract Pricing | Customer Contract default dates - Customer Contract dates are defaulted to the last ones entered while the form's still open |
| Sales > Despatch | Order by Date - The selected order by date is saved against each user |
| Sales > Job Management > Customer Orders | Quote Due Date - Quotation stage's required date available on the Invoice Stages tab. Quotation is also automatically deleted if it's closed without saving |
| Sales > Job Management > Customer Orders | Invoice Delivery Address - Customer Order's delivery address is passed through to the Invoice stage. Must set the DeliveryProfile property on the Customer Order for this to work. |
| Nominal > Budgets > Maintain Budgets | Budget breakdown totals - AmountRequested, AmountAuthorized, AmountOnPO and AmountPosted properties available on the Periods tab of the Budgets form |
| Nominal > Budgets > Maintain Budgets | Authorization for new Budgets - Budgets auto linked to relevant staff members on create |
| Nominal > Financial Periods > Month and Year End | Year End Profit Transfer - Year End Profit Transfer is now split by Site, Depot, Department and Cost Centre on the P&L nominal accounts |
| VAT | Prompt Payment Discount - As of 1st April 2015 HMRC vat rule has altered where the total VAT regardless of settlement discount is posted to the VAT nominal. E.g. if an invoice has a value of £ 1,000 net, £ 1,200 gross (VAT £ 200). There is a settlement discount of 10% which if taken would be £ 900 net, £ 1080 gross (VAT £ 180). With the old rules the VAT nominal posting is £ 180 where the VAT assumes the settlement Discount has been taken, with the new rule the VAT posting will be £ 200, if the settlement discount is applied at time of payment a VAT posting of £ 20 reversing out the VAT on the discounted net amount is posted as part of the transaction. |
| Sales, Purchases & Nominal | Transactions against dead accounts - System blocks any transactions where the supplier, customer or nominal have been marked as dead |
| Reporting > User Reports | Import Reports - New 'Add' button which allows users to import local and shared reports from the Open & Run Report screens. Crystal reports can also be added to the system by using this button (new skin) |
| Custom Fields | Custom property setup - No longer need to specifically enable a skin to allow custom properties. It is now enabled by default for every skin. |