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Beta Release 4.5.6.18

Scheduled Release - 08 Jun 2021

Xero Certification

We are so excited to announce that we have been officially certified as a listing on the Xero app marketplace! We can't wait to introduce our Automation products and services for those looking for help with their day-to-day accounting processes. It's going to make everyone's life just a little bit sweeter.

Feature Revisions

Lists

  • Company - Several enhancements have been made to improve the control of company information.

    • Financials tab, Extension Columns tab, Insurances tab now requires their respective permission to edit, specifically 'Edit Company Financial', 'Edit Company Extension Columns', or 'Edit Company Insurances' permissions respectively. These are included on standard Finance and Data Entry roles for backward compatibility.

    • Certificates tab now requires 'Edit Company Certificates' permission, also included on standard Finance and Data Entry roles for backward compatibility. Attachments and the Review tickbox are now supported.

    • A notification email is now available on a new company creation. The recipients defined by the ‘New Company Notification’ setting receive an email based on the ‘Notification - NewCompany’ template.

Purchasing

  • Purchase Order -

    A Recost function is now available on editable POs. This feature updates the Catalogue related PO lines and displays the updated costs and totals in the grid.

    • The current supplier Catalogue Line costs are updated into the lines and totals recalculated.

    • If the current Catalogue Line is from a different supplier than specified in the PO header then if the PO supplier also supplies the catalogue item, the PO Line Code is relinked to the catalogue of the PO supplier, costs are updated into the lines and totals recalculated

  • Inwards Goods - The PO picker has been tweaked to:

    • Rectify an issue where the supplier continued to filter the PO picker after the Supplier picker was cleared.

    • Exclude work orders from the list.

    • Exclude zero outstanding PO’s even though the control parameter ‘Receipt more than To Receipt’ is set to No.

    • Exclude Docket POs.

  • AP Invoice -

    • The Received Date has been moved after Invoice Date in the General section to improve usability.

    • A standard Extension Fields section has been added for client that capture AP Invoices directly. As per usual the extension columns must be defined for Extension Type of APInvoice for the Extension View named Web Portal.

Contracts

  • Forecast - Rectified an error when approving a forecast. This was inadvertently introduced with new beta functionality in 4.5.5.12. 

Work Breakdown

  • Profit Centre Group - Rectified an issue on the Jobs tab that prevented correct pagination.

Stock

  • Stocktake - An additional step was added to the Save action of Stocktake Adjustments to mitigate a scenario that could resulted in unspecified GL accounts.

Dockets

  • Docket Cost Schedule - Added a Job column to the History tab with filters for Job and PO Complete; the Procurement tab now allows lines to be uncompleted.

Service Desk

  • Logs Mobile - Optimised the logs list performance and added pagination support.

  • Log - Status vs. Workflow Status - To better support backwards compatibility some of the previous Status behaviours have been re-introduced after the split of the statuses.

    • Completed is again set on the Status field when Complete Date is specified, but only if it is a defined option; this applies on web and mobile screens

    • Allocated will be set on the Status field if the Log is Reopened on web screen

Expense Claims

  • Expense Claim - Rectified an issue to allow attachment of different file types.

Quote

  • Quote - Rectified an issue of the Cost Sheet listing on the Cost Sheets tab where is was not sorting correctly on the Sequence.

Administration

  • Xero Integration - The screen implementing the previous Xero authentication model has been deprecated so there will only be one Xero Integration screen for the current authentication model (OAuth2).

  • Data Import - Updated the import template for Companies (wbImportCompanies).

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