| Module | Alterations |
| File > Print > Document Settings > Journal Template | Lookup List - Email templates which have been marked as dead are excluded from the lookup list |
| File > Print > Document Settings > Remittance Advise | Payment Type - Document template now correctly shows the payment type |
| File > Document Settings > Journal Template | Line Order - Journal template prints out the lines in the same order as they were entered in the system. |
| Edit > Cut, Copy & Paste | Main Menu - Cut, Copy and Paste from the Edit dropdown on the main menu now cut, copy and paste data to and from any editable field |
| Organize > Events & Tasks > Mailer Templates | Delete - Unassigned email templates can now be deleted without any errors |
| Organize > Events & Tasks > Mailer Templates | Attachments - Grid is cleared when loading another template / creating new templates |
| Organize > Events & Tasks > Tasks | General Tasks - Outstanding general tasks no longer overlap by an extra day |
| Organize > Events & Tasks > Manage Events | Attachments - New 'No Attch.' column to display the number of attachments saved against each event |
| Organize > Events & Tasks > Manage Tasks & Events | Toolbar - Options, View, New/Open and Save have been removed from each screen's toolbar |
| Organize > Companies > Add Event | Ledger Account Enquiry - View toolbar button now displays the company's purchase / sales ledger account enquiry screen |
| Organize > Companies > Add Event | Contacts - The associated email address is populated when tabbing into the contacts list box and scrolling through the list by using the keyboard arrow keys. (New skin: nbfAddEvent) |
| Organize > Companies > Add & View Event | Redundant Toolbar Buttons - Open, Save and Delete Record removed from the File dropdown on the main toolbar |
| Purchases > Returns | Reposting - Purchase Returns which initially failed can be reposted rather than the system displaying a Bind Object error |
| Purchases > Shipment Trades | Freeze and Complete - Trades should now roll back completely if the 'Freeze and Complete' fails |
| Purchases > Shipment Trades | ISO Week - Shipments now use the ISO Week function to find the week number of a date |
| Purchases > Browse Suppliers > Open Items | Auto Reverse - Calculation altered for auto reversing purchase invoices & credits in wine systems. Fractions of a case are treated as bottles in wine systems |
| Sales > Orders > Pre-Paid Orders > Receive Pre-Paid Stock | Pre-Paid Stock - Transferring Customer Stock from one type to another (from / to Duty Paid) will now be automatically revalued back to 0. The calculated Excise Duty will be transferred to the default purchase account. |
| Sales > Job management > Customer Orders | Generate Purchase Order - Each Bought In stock item's description is copied across to the PO when selecting the 'Generate Purchase Order' button. |
| Sales > Counter Sales > Parked Sale | Hire Agreement - An "unable to find stock" error no longer appears when opening Hire Agreement through EPOS and returning back to the EPOS screen. The EPOS screen is also refresh to show the payment line |
| Sales > Hire Maintenance | Custom Properties - Custom Properties will now work without having to first save and then open a record before adding or editing the property |
| Sales > Browse Customers > Open Items | Auto Reverse - Calculation altered for auto reversing sales invoices in wine systems. Fractions of a case are treated as bottles in wine systems |
| Sales > Browse Customers > Open Items | Auto Reverse - System will only prompt to accrue stock if there are stock items on the original invoice when auto reversing |
| Nominal > Fixed Assets > Additions | Departments and Cost Centres - These fields are now saved and posted against the Fixed Assets |
| Nominal > Fixed Assets > Depreciate | Depreciation Period - Assets are now depreciated up to the end of the previous period rather than to the end of the current period. |
| Nominal > Cash Book > Cash Payments & Receipts | VAT - The VAT fields are now enabled when editing previously entered nominal lines from the items grid while they're disabled for purchase & sales ledger lines. System does not allow VAT posting against purchase & sales ledgers through cash book transactions |
| Nominal > Cash Book > Bank Reconciliation | Save Prompt - User is now prompted to save after a change is made rather than if there are any lines marked as to be reconciled. This allows user to clear & save a selection from a loaded statement. A Save Draft button has also been added to the screen's toolbar while the redundant Options and View buttons have been removed |
| Nominal > Ledger Maintenance > Staff | Assigned Budgets - Manually assigned budgets are now saved regardless of if the cursor leaves the budget selection field. System only attempts to save & delete those with a budget reference |
| Nominal > Budgets > Maintain Budgets | Breakdown Totals - Posted amounts are now displayed with the correct sign for budgets against P&L Income nominals |
| Nominal > Budgets > Maintain Budgets | Breakdown Detail - Calculation for the 'Posted' figures has been altered to remove duplicate lines and to mirror the nominal figures. The Budget Reports have also been updated as they use the same calculation |
| Nominal > Budgets > Maintain Budgets | Breakdown Budget Amounts - Alterations to the budget period amounts are now saved. The year end is also displayed when viewing the breakdown figures for each period |
| Nominal > Trial Balance Drilldown | Breakdown Detail - Balance sheet nominal accounts now display all transactions rather than just the ones for the current year when 'All Outstanding Transactions' has been selected |
| Nominal > Trial Balance Drilldown | Nominal Groups - Calculation for the Trial Balance grouped by Debit & Credit group has been altered to return the same results as the Balance Sheet Report |
| Nominal > Browse Transactions > Nominal Adjustments | Toolbar - Redundant New button removed from the screen's toolbar. The correct help page is also displayed when selecting F1. (New skin: nbfNominalDescAdjustment) |
| Stock > Ledger Maintenance > Categories | Mark as Dead - Categories which have been marked as dead will now appear on the setup screen to allow re-enabling |
| Stock > Stock Pick | Toolbar - Redundant Options, View, New and Open buttons removed from the stock pick screen's toolbar |
| Reporting > Nominal > Financial Statements > Balance Sheet | Auto Close - Parameter screen is only closed after a report is generated if the Auto Close option has been selected |
| Reporting > Nominal > Financial Statements > Profit & Loss Extended | P&L Extended - Parameters on each line are validated before saving as a template. Order of the parameter fields have been altered to set the year before the periods and description as the final parameter. Description is defaulted to the selected parameters & is automatically updated, unless it has been manually overridden. (New skin: nbfRepParamsPandLExtended) |
| Reporting > Sales > Customer Records > Full Table List | Parameter defaults - Account defaults now exclude dead accounts |
| Reporting > Sales > Statements | Parameter defaults - Account defaults now exclude dead accounts |
| Reporting > Sales > Aged Balance | Report Order - Reports are now generated with different file names when ordering by Sales Rep or Buying Group. They had the same name which meant that the system would load & use the incorrect layout for one |
| Tools > Our Companies > Remove Copy Company | Copy Company - Remove copy company now completes successfully |
| Grids > CSV Export | Grid Export - Exporting grids to an existing CSV file will now successfully delete the original & export to the new one, if the user selects to do so after the prompt message |
| Grids > Excel Export | Grid Export - Leading quotation marks excluded from Excel exports when there are no trailing quotation marks. This will format the data correctly |
| Field Validation | Site Locations - All site location lookup fields are now validated |
| System Wide | Spelling - All spellings of Authorize have been altered to Authorise |
| Module | Functionality |
| File > New, Open & Save | Main Menu - New, Open and Save are also removed from the File dropdown on the main menu where the buttons have been removed from the screen's toolbar |
| Organize > Companies > Manage Companies | Prospect Discount - Customer Product Group and Product Type discounts can now also be set & saved against Prospects. These are filtered through to Quotations |
| Purchases > Returns | Force Close - Purchase Returns can now be force closed. Menu option 'PurchaseReturnClose' |
| Purchases > Orders & Returns | Order & Return Numbers - Purchase Order & Return numbers are now assigned on save rather than on setup |
| Purchases > Orders & Returns | Force Close Only - New system parameter called 'POForceCloseOnly' to force close purchase orders and returns rather than deleting. This will maintain sequential ordering |
| Sales > Hire Maintenance Settings | Billing date - New system parameter called 'HMASetBillDateToAgreeDate' to set the first time billing date to the agreement date |
| Nominal > Journal | User Authorisation - New authorisation setting in the User Manager for posting Journals into closed years when the periodoverride property has been set |
| Nominal > Fixed Assets > Additions | Asset Reference - Fixed assets now have their own unique incremental reference number |
| Nominal > Fixed Assets > Additions | Asset Description - A Fixed Asset's description can now be altered once the asset has been added to the system. |
| Nominal > Ledger Maintenance > Staff | Staff Member Logins - System now blocks the same login / username from being assigned against multiple staff records. This caused a problem with the system only being able to use details from first retrieved staff record. |
| Nominal > Budgets > Maintain Budgets | Year End - The Year End is pre-populated with the current year end date when entering new budgets. The last selected Year End date is used when selecting 'New' |
| Nominal > Trial Balance Drilldown | Period lookups - Lookups limited to only show the number of periods available for the selected year. |
| Nominal > Browse Latest Transactions | Transaction Filters - The following filters have been added to the screen; ItemRef, Tran Date, Tan Ref, Tran Type, Supplier, Customer, Invoice No., Credit No., Our Ref, ExtRef, Description, Department, Cost Centre and Depot. |
| Stock > Ledger Maintenance > Stock Item Maintenance | ImageURL - New ImageURL property that can be set on the Stock Item Maintenance screen and displayed on the Stock Pick, Purchase Order, Quotation and Sales Order screens |
| Reporting > Nominal > Management Reports > GRNI | Supplier Details - Supplier code and supplier name are now displayed on the GNRI report |
| Reporting > Nominal > Management Reports > Budgets Usage | Budget Usage Parameters - Budget selection list is filtered to only show the available ones for the selected year range. This prevents users from selecting a budget which has not been set up for that year. Reports only return data for the selected year and period range. |
| Reporting > Nominal > Management Reports > Budgets Usage | Budget Usage Reports - The 'Budget Summarised by Year' option now generated a report in landscape with a break on the year end date rather than the budget name |
| Tools > Import > Budgets | Budget Import - Budgets and their period breakdown amounts can now be imported. Menu name 'ToolsImportBudgets' |
| Controls | Hyperlink Label - New Link Label control available under Edit > Add Form Item > Property Edit Box & Item Line Edit Box. This places a hyperlink on the screen defaulted to 'Click Here.' The description can be altered by right clicking the property and selecting Properties > Caption. The hyperlink is set by updating the standard control for the same property |
| Screen Titles | Titles - Screen titles have been set to mirror their associated menu names. |
| System Upgrade | Release Notes - A new screen displays the previous & current version numbers with a website link to the release notes after upgrades |
| System Upgrade | Upgrade Block - Software upgrades are blocked if there are any other users logged in at that time. A list of all logged in users will be displayed. Upgrade can only continue once everyone's logged out. |