| Module | Alterations |
| Organize > Tasks | Bind Object Error - Error no longer occurs when the Refresh or Schedule button is pressed when no staff member has been selected |
| Purchases > Requisitions | Required Date - The budget totals for all lines are recalculated when the required date is altered |
| Purchases > Requisitions | Budget Selection - Budget lookup list is filtered to only show the ones associated to the 'on behalf of' staff member, if this property has been set |
| Purchases > Requisitions | Budget Check - Validation message has been altered to inform user that a budget has not been set against a particular requisition line. Setting a budget is mandatory |
| Purchases > Requisitions | Current Requested Total - Calculation for the requested total for a budget line on a requisition has been altered to include all lines against the same budget. It's also recalculated when a requisition line is removed |
| Purchases > Requisition | Budget Limit Check - All requisition lines are re-checked against the budget limit on save if the Required Date has been altered. Block / warning message displayed if any go over the limit |
| Purchases > Pending Authorisation | Limit to Budgets - All pending lines are marked as 'Linked' for users who have 'Limit to Budgets' deselected against their staff record - they can authorise everything. |
| Purchases > Pending Authorisation | Send for Authorisation - Requisition line is removed from current user's pending list when they send it on to the next (when more authorisation is required) |
| Purchases > Pending Authorisation | Multi Selection - Multiple requisition lines can be selected for authorisation and rejection. Procedure moves on to the next one in the selection list if a line fails etc. rather than exiting. A list of all requisition lines which have been sent for authorisation is displayed at the end rather than as each ones is authorised |
| Purchases > Purchase Orders | Order Date - Date box now links up to the correct property. Order date wasn't been updated (New Skin) |
| Sales > Orders | Closed Orders - User is blocked from opening closed orders when not in read-only mode |
| Sales > Orders > Stock Order History | Stock Order History grid - The price is now displayed correctly. Logic was the wrong as VAT inclusive systems showed the net price and non VAT inclusive systems showed the VAT inclusive price. |
| Sales > Orders > Force Close | Back to Back Orders - System will now sever the link between the sales order and purchase order(s) and instruct the user to manually close the POs when force closing an order with back to back stock items |
| Sales > EPOS | Composite Stock Items in EPOS - Batch tracked composite items have been blocked from selection at EPOS. This is because there is no way to select which batch the batch tracked item will come from. |
| Sales > Statements | Balances Over - Statements run with a "greater than X balance" now works correctly. Logic was in reverse - showing less than X |
| Sales > Browse Customer > Statement | Transaction list - Grid now displays matched transactions as well as unmatched transactions. An account code had been hard coded in the SQL |
| Nominal > Journal | Multi Currency - Journal lines against a foreign currency will now display the values in that currency & base currency each time the line is selected rather just on addition |
| Nominal > Cash Book > Bank Reconciliation | Reconciled Totals - Totals are now updated after every grid selection / refresh |
| Nominal > Ledger Maintenance > Company Data > Staff > Budgets | Budget Selection - Now able to select a budget from the lookup list |
| Nominal > Budgets | Budgets at Department & Cost Centre level - The logic behind these system parameters has been reversed. Selecting these parameters will enforce all budgets to have a department / cost centre, while deselecting them will allow a mixture of budgets with & without departments / cost centres (One combination pattern per nominal / collection in a year). BudgetAtDepartmentLevel and BudgetAtCostCentreLevel system parameters have been automatically switched for customers who currently use this functionality |
| Nominal > Budgets | Budget Breakdown - Posted detail & totals now include purchase returns. The supplier name is also displayed for posted breakdown lines. |
| Nominal > Budgets > Delivery Centres | Cost Centre & Department - These properties have been removed from the screen as they get populated from the budget (new skin) |
| Nominal > Browse Latest Transactions | Details button - The associated details for the selected transaction lines are now displayed correctly when an user has set a column order |
| Stock > Works Order | Part Complete - The part complete option on Works Orders will succeed without hitting the 'Work Complete transaction but no flag to update WIP' error message. |
| Reports > Nominal > Budget Usage | Period selection - Report will only display the number of periods within the year (New reports) |
| Tools > Copy Company > Create Copy Company | Spelling Correction - "The follwoing users ..." message has been corrected to "The following users ..." |
| Tools > Import > Journals | Multi Currency - Multi currency journals can now be imported |
| Auto Complete | Dead accounts - Company, supplier, customer and email auto complete lists now exclude dead accounts |
| Text Box & Text Select Align | Text Alignment - Text box and text select alignment is remembered & loaded when you re-load a skin |
| Form Close | Closing - Bind Object error no longer displayed on form close when the cursor is in a lookup text box e.g. opening & closing a form without loading / setting any data |
| Module | Functionality |
| Organize > Event Templates | Event Template - The facility to add a document as attachments is now available. |
| Organize > Companies | New Company - When creating a new company the Email, Telephone and Fax number is also set as the main details with the contact details |
| Purchases > Requisitions | Document Lock - Requisition document is now locked when in edit mode. This prevents more than one user editing / authorising the same requisition |
| Purchases > Requisitions | Budget Selection - Budget lookup list is filtered by required date |
| Purchases > Requisitions | Mark as Closed - Requisition aborted rather than marked as closed when this option is selected before it's been saved and assigned a number |
| Purchases > Requisitions | Authorisation to Create on Behalf - Only staff members which have been set as manager have authorisation to create a requisition on behalf of another staff member. |
| Purchases > Requisitions | Authorisation to Open & Save - Staff members are only authorised to open and save requisitions that they have created or that have been created on their behalf, unless they've been set as a manager. Managers can open and save all requisitions. Requisition lookup list will also be filtered by these rules |
| Purchases > Requisitions | Authorisation - Users no longer require authorisation to create sales orders or purchase orders when authorising a requisition |
| Purchases > Requisitions | Authorisation - Requisition is sent for authorisation if it goes above the remaining budget limit, even if it's within the user's authorisation limit |
| Purchases > Pending Authorisation | Limit To Budgets - This option is only enabled when 'Show All Budgets' is selected |
| Purchases > Pending Authorisation | Reject Requisition - New column for rejecting a requisition - this will reject all associated lines and mark the requisition as dead. (New skin) |
| Purchases > Outstanding Requirements | Required Date - Purchase Order required date is brought through from the Requisition when processing Outstanding Requirements. System warns user that the earliest date will be used if selected requisition lines are against different dates / periods and have been set for consolidation |
| Purchases > Invoice for PO | Settlement Discount totals - TotalSettleDisc & TotalSettleDiscNet read only properties are now available |
| Purchases > Shipment Trades | Finance - Costs for finance on X Trades is now possible to be added. The calculation is based on 30 from despatch date and will reverse out and do the amendment when the receipt of money for the trade is received. |
| Purchases > Ledger Maintenance > Standard Charges | Purchase Standard Charges - Dead flag has been added to purchase standard charges. |
| Purchases > Pay Suppliers > BACS Payment Format | BACS Payment Format - A new payment format called Lloyds Bank BACS has been added for when paying suppliers. |
| Purchases > Browse Orders | PO Status Changed - Purchase Order statuses are now displayed as 'Draft' instead of 'New' and 'Finalised' instead of 'Printed'. |
| Purchases & Sales | Dead Accounts - No longer possible to create an order / invoice / credit against a dead account. Invalid account message will appear |
| Sales > Ledger Maintenance > Standard Charges | Sales Standard Charges - Dead flag has been added to sales standard charges. |
| Sales > Statements | Print Status - 'Document 1 of …' print status will no longer appear when printing statement through the statement run as it would appear for each statement sent to the printer. This allows user to get on with other jobs while statements are printed off in the background |
| Nominal > Journals | Audit Period - The facility for posting to the Audit Period has been enhanced to also post to the Reserves account if a Journal is to a Balance sheet and a P & L account |
| Nominal > Journal & Spread Journals | Templates - Template names are retrieved and pre-populated when saving for the second time (Only for templates saved from this version onwards) |
| Nominal > Fixed Asset > Depreciate | Fixed Asset Depreciation - When adding a new fixed asset with an initial depreciation, you will have the option to select one of the periods from the acquired date to the current system date to depreciate to. You can also select which period to run it up to at the time of depreciation, if you have not run the depreciation for more than one period. |
| Nominal > Ledger Maintenance > Company Data > Staff | Staff Member Login Link - Now possible to link several logins against the same staff member (StaffLinkedLogin property) |
| Nominal > Budgets | Budget Check - Nominal / Collection, Department & Cost Centre combination checked on creation as well as save. Informs user that the combination can not be created if invalid before they go any further with the setup |
| Nominal > Budgets > Copy Budgets | Copy Budget Validation - Data is validated before attempting to copy a budget. Can only copy a budget to the current financial year or next financial year, the Copy From and Copy To years must be different, and a budget must be selected before clicking OK. Budget amount will now be spread evenly if the number of periods in the Copy From and Copy To years differ. (New skin) |
| Reports > Nominal > P&L Reports | Variance % Calculation - Calculation can be altered to ((Variance / Comparative) x 100) by selecting the PLVarianceOverComparisonCalc system parameter. Standard calculation is ((Variance / Actual) x 100) |
| Reports > Nominal > Budget Usage | Summary by Year - New report option which summarises the budget totals by year (New skin) |
| Reports > Sales > Statements | View & Edit - Message displayed to inform user that no statements have been created when there isn't anything outstanding against the selected account. Selecting an account is now mandatory - use Sales > Statements to print multiple statements. Edit now allows user to edit the statement template |
| Open Door Reports | Report Layout - Ability to set colour and thickness of lines & boxes on sub reports |
| Open Door Reports & Screens | Filter By Period - All screens that have the option to filter results by period will now only display the number of periods in the selected year. |
| Browse Grids | Dropdown List - Description column not displayed if no data entered in corresponding column on the Edit Drop Box Property list |