| Module | Alterations |
| File > Print Queue | Send E-Mails - Logic for deciding whether a document should get emailed or printed has been altered. It now checks if there is any data in any of the email address fields along with the email documents setting on the company account before attempting to send an email |
| Organize > Companies > Edit Contacts | Custom Properties - Custom Property lookup lists now work correctly on the Edit Contact and Edit Delivery Address screens |
| Organise > Events > Receive Emails | Outlook Calendar Events - System will no longer attempt to add a new task when opening an Outlook calendar event cancellation when the original event wasn't saved. |
| Organise > Events > Receive Emails | Plain Text Emails - Emails in plain text format are now saved as plain text rather than HTML. The original text will be displayed when viewing the saved event rather than an empty HTML box |
| Purchases > Purchase Order | Delivery Name - Length of the delivery name field has been increased to match that of the Sales Order to prevent data truncated errors on back to back order |
| Purchases > Requisitions | Skins - Holder column heading has been changed to Budget Holder on the Authorize Requisition screen (New skin: nbfRequisitionPendingAuth) |
| Purchase > Pending Requisitions | Grids - Clicking on an empty pending requisition grid will no longer display an error message. The correct requisition lines are displayed when the pending requisition grid has been ordered or filtered. |
| Purchases > Invoice and Credit Notes > Invoices | Authorisation - Purchase Order Invoice threshold system parameter can now contain decimal numbers |
| Purchases > Pay Suppliers > Bulk Payment Run | Load List - Error message now informs user that there are no items to load rather than error loading when there aren't any items to load |
| Purchases > Pay Suppliers > Bulk Payment Run | BACS - BACS payments that total less than 0 for an account are now blocked - cannot pay a negative amount |
| Sales > Orders > Sales Orders | Delivery Country - The Delivery Country is no longer cleared when selecting a new delivery location |
| Sales > Invoice Direct | Delivery Addresses - Delivery Address lookup list is now filtered to only show the account's addresses when generating an Invoice from a Quotation |
| Sales > Telesales > Hire Agreement | Process Agreements - The 'Process outstanding agreements now?' prompt has been re-enabled. This is displayed when the Hire Agreement screen is closed |
| Sales > Hire and Rental > Hire Agreement | Close & New Agreement - The Cancel and 'X' buttons has been disabled on the Complete Agreement screen when selecting 'Close & Complete Agreement and create new Agreement from current Agreement' from the Options dropdown. Cannot cancel this process at this stage as the system needs to reassign the stock against the new agreement. System also no longer attempts to re-assigns stock that's been sold |
| Sales > Quotations | Convert to Sales Order - The order reference field is now limited to 25 characters when converting a quote to an order to prevent data truncation errors |
| Sales > Manifest | Dates - The create date and username columns now display the actual date that the collection note was created and by which user, rather than the Collection Date. The Collection Date and the Purchase Return's Delivery Required Date are displayed in the Despatch Date column. |
| Sales > Manifest | Manifest - Collection and Credit Note numbers are brought through to the manifest and Purchase Returns are now shown. Delivery Routes can also be altered for Sales Credit Collections and Purchase Returns |
| Nominal > Fixed Assets > Additions | Supplementary Data - Location and Responsible Person are now saved (New Skin: nbfAssetAdd_v1) |
| Nominal > Fixed Assets > Additions | Initial Depreciation - The initial depreciation procedure has been optimized. The time it took to post the initial depreciation on Fixed Asset Addition increased exponentially with every additional asset. The Fixed Asset import will take significantly less time to complete with this optimization |
| Nominal > Fixed Assets > Additions | Save Checks - Save is blocked if the Unit Price is 0 and the invalid account error message informs the user that they cannot select a control account. |
| Nominal > Fixed Assets > Depreciation | Depreciation - Historic assets with quantity less than 1 are now depreciated correctly |
| Nominal > Fixed Assets > Depreciation | Depreciation - Calculation for depreciation on Reducing Balance fixed assets has been corrected. Procedure also takes care of any rounding issues and the process has been optimized. |
| Nominal > Match Open Items | Error Message - Error matching items message will no longer appear if the match was successful |
| Nominal > Ledger Maintenance > Staff | Budgets - System blocks users from linking a staff member against the same budget to prevent duplications |
| Nominal > Ledger Maintenance > Staff | Custom Properties - Length of the custom property Code field has been extended to match the length of the StaffID to prevent data truncation errors. Custom properties are also saved when creating new staff members |
| Nominal > Complaints | Complaints - Data retrieved from Purchase & Sales invoices have been filtered to their specific transaction types. SOTranref returns the correct transaction reference and SODespatchDate is now available |
| Nominal > Browse Fixed Assets | Filters - All filters on the browse fixed assets screen now work correctly and the list of assets are only reloaded once a filter value has been altered. The details for the first fixed asset in the list are automatically displayed on load and the details are also updated when scrolling through the list of assets. |
| Nominal > Browse Latest Transactions > Nominal Details | Reverse Transaction - The logic behind the 'Reverse Transaction' button for calculating if a transaction is in an open period has been altered. It now uses the period information rather than the transaction date. Button is no longer disabled when the transaction isn't in an open period, an error message is displayed instead to inform the user. |
| Nominal > Browse Latest Transactions > Nominal Details | Reverse Transaction - The 'Reverse Transaction' button will now work for imported journals that include cash book postings |
| Stock > Catalog Entries | Options - Hardcoded Option description has been removed from the Option lookup list. Lookup list will only display the Option code |
| Reports > Purchases > Supplier Records | Accounts - Dead accounts are now excluded from the pre populated account selection parameters |
| Tools > Import > Refurbished Stock | Refurbished Stock - Description, CreditNominal, CcNo and DepNo import options will now set these properties against the refurbished item. These are then used for the automatically generated stock increment |
| Open Door Report | Headings - Heading breaks are no longer case sensitive e.g. R1 and r1 will be included in the same heading break |
| Module | Functionality |
| File > Print Queue | Emails - Contact details are now automatically set when emailing documents to accounts that only have a single contact (Preview > Export > Send E-Mail) |
| Organize > Companies > Edit Delivery Addresses | Delivery Addresses - Custom properties are now available. They're created on the Edit Delivery Addresses screen and can be added to the delivery address lists on other screens such as Manage Companies |
| Purchases > Purchase Order & Return | Manifest - Save is blocked when no Pickup / Delivery Route has been selected when the order / return has been set as ForManifest |
| Sales > Hire and Rental > Hire Agreement | Invoices - Separate invoices are now produced for each agreement when there's more than one bill due for the same customer. All items within the agreement are now added to the invoice notes |
| Sales > Credits > Collection & Credit Notes | Manifest - Save is blocked when no Pickup Route has been selected when the Collection or Credit Note has been set as ForManifest |
| Sales > Credits > Collection Notes | Save History - A record of the username, date and status is kept each time a Credit Collection is saved, in the same way as it's done for Sales Orders. This is kept in the new SCCSAVEHIST table |
| Sales > Quotations | Delivery Location - All Delivery location details are now stored against the Quotation and are copied over to the generated Sales Order e.g. Delivery Route, Country, Delivery Notes etc. |
| Sales > Ledger Maintenance > Customer Details | Total Commitment - TotalCommitment property is now available as per Accounting Office (Balance + Outstanding Orders) |
| Sales > Ledger Maintenance > Customer Details | Custom Properties - Contact custom properties are now available on the CusContact list |
| Sales > Statements | Default Options - The statement parameter screen now remembers the user's last settings for Send E-Mails and Include Zero Balances check boxes |
| Sales > Statements | Emailing Statements - The {StatementTotal} tag for email templates will now use the customer's credit terms if 'UseAcSettingsForCrTerms' is set when calculating the due amount |
| Sales > Statements | Credit Terms - A new Credit Terms option is available on the Statement Run screen. This will only generate statements for customers that have the same credit terms against their account. Filter is ignored if no credit terms are entered here |
| Sales > Browse Collection Notes | Browse Collection Notes - The browse Credit Collection Notes screen can now be added to the menu (Menu Option: SalesBrowseCreditCollections) |
| Nominal > Journal | Closed Period warning - A warning message stating that the posting will go to the first open period is displayed when the posting date is in a closed period and the period override option has not been selected |
| Nominal > Fixed Assets > Additions | Replacement Cost - ReplaceCost property is available on the Fixed Asset Addition screen. This can be shown on the Browse Fixed Asset skin |
| Nominal > Ledger Maintenance > Cash Book Accounts > BACS Format | BACS Type - Nat West Bank Ad-Hoc Bulk Payment BACS type is now available |
| Nominal > Ledger Maintenance > Cash Book Account | Custom Properties - Custom properties are now available on the Cash Book Account screen |
| Nominal > Ledger Maintenance > Fixed Asset Categories | Custom Properties - Custom properties are now available on the Fixed Asset Categories screen |
| Nominal > Ledger Maintenance > Company Details | Custom Properties - Custom properties are now available on the Company Details screen |
| Nominal > Ledger Maintenance > Staff | Contact Name - Length of the Forename and Surname fields have been increased to 100 characters |
| Nominal > Ledger Maintenance > Staff | Skin - SSL and Domain columns have been added to the email settings grid on the staff record skin (New skin: nbfStaff) |
| Nominal > Budgets > Budget Browse | Budget Browse - The budget amount is now shown on the Browse Budget screen (New skin: nbfBudgetBrowse) |
| Nominal > Browse Complaints | Browse Complaints - The browse Complaints screen can now be added to the menu (Menu Option: NominalBrowseComplaints) |
| Tools > Our Companies > License Features | New Feature Licences - Fixed Assets and Requisitions are now licensed features. These are automatically switched on for existing sites |
| Tools > Configure Menu | Refresh - The Menu / Toolbar is automatically refreshed when the Configure Menu screen is closed. No need to log out and back in to update the menu. The 'X' button has also been removed as the menu alterations weren't being saved when this was selected |
| Upgrade | Upgrade - nbfAppMenu will now check the software version and force an upgrade if required. This will enable users to pickup upgrades from the server by using the pinned nbfAppMenu from the task bar |