SQLWorks Change Log - Help ∣ Business Software

Recent Updates and Bug Fixes

This page details SQLWorks software version updates, faults identified and bugs fixed.
Last Updated: 07.11.2022

October 2022

Version	Category	Sub Area	External Notes
10.074.001	Accounts	Credit Control	Statements can now be set to print Weekly or Monthly per account
10.075.001	System	Timers	Notification history list available in system logs area of the navbar
10.075.001	Accounts	Invoices/Credit Notes	Bug fix to correctly remove the halted item after having re-opened it to save
10.075.001	System	Timers	Allowed notifications to be sent to external email addresses regardless of notification type.
10.075.001	System	Users/Userprefs	When setting user status to inactive we check to see if there are unsent email or notifications for that user, you have a chance to clear those records or stop the process
10.075.001	Manufacturing	Works Order Window	Works order lines now colour the selected line for clarity.
10.075.001	Manufacturing	Works Order Window	When choosing lot number for components. If the specified lot number has insufficient stock we now give the option to split the works order into 2 lines.
10.075.001	Accounts	Reports	Adjusted PL Transaction report to better space the labels when printing by country
10.075.001	System	Timers	New send message to users option, can be scheduled in the future and include external email addresses
10.075.001	System	Timers	Added tokenised entry field for csv name selection in notifications window
10.075.001	Finance	Ledger	All tabs in the bank ledger show “Deposits (Cr)” followed by “Withdrawls (Db)” for consistency
10.075.001	CRM	Emails	Fixed synchronisation bug between token entry boxes and email address selection from list side panel
10.075.001	CRM	Emails	In email address selection side panel, soft radio buttons changed to check box with tick and cross to show enabled state
10.075.001	Accounts	Accounts Prefs	Added Northern Ireland (NI) to list of VAT/tax operating countries
10.075.001	CRM	Projects	Fixed a bug where it would error trying to set up the project tabs if the accounts package was not available.
10.075.001	CRM	Actions	Removed the restriction on whether an action is open or closed for follow ups, as an action cannot be changed between open and closed anymore
10.075.001	CRM	Addresses	Fixed an issue where adding a new town would not correctly save its link to a county or country.
10.075.001	Accounts	Invoices/Credit Notes	Added a column to transaction tabs to say whether a transaction has been printed
10.075.001	Accounts	Invoices/Credit Notes	Added a right click option to deallocate all allocations for a transaction when using the simple transaction tab
10.075.001	Accounts	Invoices/Credit Notes	Added a right click option to deallocate all allocations for a transaction when using the simple transaction tab
10.075.001	Accounts	Invoices/Credit Notes	Added additional check to importing FM Orders that will let you know if the ino contains a square bracket, as these are not allowed in SQLWorks data
10.075.001	CRM	Companies	Fixed a bug where it would not build the tabs for companies if the user did not have the accounts module of SQLWorks
10.075.001	Accounts	Invoices/Credit Notes	When duplicating an invoice into a credit note, the user will no longer be prompted to reprice the credit note.
10.075.001	CRM	Companies	Added a lookup for VAT country to the new company screen
10.075.001	CRM	Companies	Setting the VAT country on a company to a non UK country when your own country is the UK will now set the default to exclude VAT
10.075.001	CRM	Tasks	If category is not selected the user remains in the task create mode selection window
10.075.001	Accounts	Receipts/Allocs	Fixed a bug where a history list error would appear when trying to save a new payment with a settlement record.
10.075.001	Accounts	Misc	Fixed a bug where totals would not recalculate after replacing a line.
10.075.001	Accounts	Misc	Removed footer from list.
10.075.001	Accounts	Misc	Save and new button added.
10.075.001	Accounts	Misc	Fields no longer turn red and prevent the user from editing when multi banc record creation is chosen.
10.075.001	Accounts	Misc	Fixed an issue where adding lines to the list and then double clicking on first line would reset the vat
10.075.001	CRM	Emails	Fixed an error where apostrophes were causing issues when trying to enter email addresses in the To, CC or BCC boxes
10.075.001	CRM	Tasks	Allowed task priority adjusting right click controls to be used by everyone instead of just task admins
10.075.001	System	Users/Userprefs	When opening user preferences a check is performed to look for any unsent email still in the outbox for that user
0.075.001	CRM	Emails	Sort order adjusted in email lists – unsent and draft emails will appear first, then rest in descending sent order i.e. most recent at top
10.075.001	CRM	Emails	Email template select will show as “empty” by default for all standard emails
10.075.001	CRM	Emails	Multiple documents can be selected and emailed at the same time
10.075.001	Accounts	Invoices/Credit Notes	When invoicing a product with lot number required enabled, the user will be prompted to choose from a list of lot numbers when taking stock.
10.075.001	System	Sign In	Fixed a bug where users would get a warning message to say they can’t change another users password when logging in with an expired password.
10.075.001	Accounts	Invoices/Credit Notes	Added checks for invoices with an invoice number of 0 when invoicing from the order allocations window.
10.075.001	Accounts	Order	Can now email multiple orders on the same email.
10.075.001	Manufacturing	Works Order Window	Fixed a bug where an error message would appear when trying to build stock from a works order.
10.075.001	Stock	Reports	Fixed a bug on the forward planning report where the due after column would be blank.
10.075.001	Accounts	Order	Fixed a bug where clearing a stock item on an invoice line would also clear the vat code.
10.075.001	Accounts	Order/receiving	There were 2 columns on the purchase order detail list with the heading Bal. Now one is called Bal-Rec and the other is Bal-Inv.
10.075.001	Accounts	Order/receiving	The calculation behind the Bal-Inv column in the purchase order detail list has changed so it no longer includes the rec cancel qty. This should prevent negative values.
10.075.001	Accounts	Receipts/Allocs	Reconcile negatives option to reconcile negative receipts has been removed and is now part of the standard ‘reconcile’ command
10.075.001	Accounts	Payments/Allocs	Reconcile negatives option to reconcile negative payments has been removed and is now part of the standard ‘reconcile’ command

September 2022

Version	Category	Sub Area	External Notes
10.069.001	Accounts	Deliveries/Consolidations	Can now edit purchase deliveries. by right clicking a delivery in the deliveries tab in the orders tab.
10.069.001	Accounts	Deliveries/Consolidations	When editing a delivery the user can now edit the delivery number by right clicking the field.
10.069.001	Stock	Reports	Print address labels for each stock code for Returns
10.069.001	Accounts	Misc	Organised & rationalised all RM menu lists for Companies, Debtors, Creditors & Stock lists
10.069.001	System	Printing/Exporting	Import options for stock/companies/slaccs/placcs have been restricted to their respective admins
10.069.001	System	Query Builder	Fixed an issue with the query builder not respecting name changes in the export
10.069.001	CRM	Emails	Warnings are now given when applying templates if the template contains calculations that cannot be used due to missing data. The same check is performed on send
10.069.001	System	Printing/Exporting	Fixed an issue with exporting to file where if the file already exists it could not be replaced
10.069.001	CRM	Addresses	Fixed issue where edit buttons for country etc. would not work when editing a company address.
10.069.001	System	Misc	Always show the DB hostname in SignIn window
10.069.001	Accounts	Invoices/Credit Notes	Bug fix to reenable preview option when printing statements
10.069.001	Accounts	B2B	Adjusted label on dispatch date on checkout screen of B2B system
10.069.001	Accounts	Invoices/Credit Notes	If changing proForma status, you had to change another piece of data for mods to stick. Fixed.
10.069.001	Accounts	Invoices/Credit Notes	If the invoice was a Proforma, and paid, you cannot change that status when viewing the Invoice. Only change status if not Paid.
10.069.001	System	Gui4	Fixed search options that don’t require inputs e.g. last 7 days.
10.069.001	System	Misc	During a new installation of SQLWorks, you can now customise settings by either entering values, or using Drag & Drop of pre made files. If you are upgrading, you can migrate the previous files/settings to your new version.
10.069.001	Accounts	Accounts Prefs	Added a preference to allow negative orders in the sales ledger. Negative orders will not be able to be progressed to invoice
10.069.001	CRM	Misc	Added RM option to set SENT flag for selected notifications.
10.069.001	CRM	Misc	Added RM option to set SEND unsent notifications.
10.072.001	System	Misc	Fixed issue where spell check was not being enabled from the spell menu
10.072.001	System	Misc	Implemented the ability to spell check the entire window at once
10.072.001	Accounts	Order	Fixed a bug where a prompt would appear to remove cancelled items when printing an order containing comment lines.
10.072.001	Accounts	Order	Fixed a bug when attempting to removing cancelled lines from order print out, only the first line of the order would be removed whether cancelled or not.
10.072.001	Accounts	Quote	Changed message when trying to send a closed quote to order when the quote has not been ordered. Changed from this quote is complete to this quote is closed.
10.072.001	Accounts	Misc	Fixed an issue with statements where sending a single company’s statement to pdf would not work.
10.072.001	Accounts	Invoices/Credit Notes	if print statement is selected then do not use account defaults that might set it back to email statement
10.072.001	Accounts	Invoices/Credit Notes	Amending exchange rate was limited to 4dp, this has been increased to 6dp for quotes orders and invoices
10.072.001	Accounts	Invoices/Credit Notes	Fixed issue where the skip print on statement checkbox was unable to be used
10.072.001	Accounts	Misc	Added prompt to warn the user when they are printing a statement for a single company if there are any invoices set to skip printing
10.072.001	Accounts	Receipts/Allocs	Added the skip print on statement checkbox to the extra tab of the payment window.
10.072.001	Accounts	Invoices/Credit Notes	When reconciling credit notes, the window title has been adjusted to be more accurate
10.072.001	CRM	Tasks	New tasks system supports investigations, drag and drop reordering, authorisation, improved loading times, redesigned display, improved load controls etc
10.072.001	Accounts	Reports	Change to file name validation. Now, if the company name contains banned characters, we will remove the banned characters.
10.073.001	System	Query Builder	Fixed an issue where using the not empty search criteria would return an error.
10.073.001	CRM	Tasks	Corrections to visual glitches within the task new and edit window
10.073.001	CRM	Tasks	Streamlined the stamp process within tasks to keep focus on task details in log
10.073.001	CRM	Tasks	Tooltips and tab order corrected with task window
10.073.001	Accounts	Misc	New quick filter option added to sales ledger to show accounts with unprinted invoices.
10.073.001	CRM	Tasks	When entering a task for a company the contact will be set to the contact of the most recent task
10.073.001	CRM	Emails	Fixed a bug preventing multiple emails with attachments being dragged and dropped into sqlworks.
10.073.001	CRM	Emails	Forwarded emails will not have addresses pre filled
10.074.001	CRM	Tasks	Fixed a bug where the task list does not load properly in situations where it needs an extra column and needs to be reset.
10.074.001	System	Misc	After exporting errors following a table import the user is asked if they want to ignore the errors and continue
10.074.001	CRM	Emails	Double click will edit the email if it is a draft or in outbox, otherwise view
10.074.001	Accounts	Ledger	Added List of Debtor’s Archive data to the Ledger section in NavBar
10.074.001	Accounts	Ledger	Added List of Creditor’s Archive data to the Ledger section in NavBar
10.074.001	CRM	Emails	Emails no longer appears under CRM in the navbar – instead please use “Email Browser” in the documents sub menu to review email history
10.074.001	CRM	Emails	Email browser now loads faster, supports date ranges, new window design, HTML email support
10.074.001	CRM	Emails	Fixed a bug where dragging and dropping emails would fail when a saved email with an attachment was selected first.
10.074.001	Stock	Misc	Fixed bug where stock ledger filter option Under Re order Level (MRP Potential) would find stock items whose actual quantity is less than the low level. Now finds stock items whose potential quantity is less than the reorder level.
10.074.001	Stock	Misc	Fixed bug where stock ledger filter option Under Re order Level (MRP Actual) would find stock items whose actual quantity is less than the low level. Now finds stock items whose actual quantity is less than the reorder level.
10.074.001	Stock	Misc	New filter option Under Low Level (MRP Potential) finds stock items whose potential quantity is less than the low level.
10.074.001	Stock	Misc	New filter option Under Low Level (MRP Actual) finds stock items whose actual quantity is less than the low level.
10.074.001	CRM	Emails	Prompts used during the unsent mail process have been made clearer
10.074.001	Accounts	Reports	When sorting the PL Transactions report by country, it will now alert the user that there is no detailed version of the report for those settings
10.074.001	Accounts	Reports	When sorting the PL Transactions report by country, it will now correctly group the lines by the country against them
10.074.001	Accounts	Reports	When sorting the PL transactions report by country, it will no longer overlap the transaction number over the company
10.074.001	CRM	Emails	Added a right click option to the template selection that saves the working design as a new template with the option to set a custom description.

August 2022

Version	Category	Sub Area	External Notes
10.065.001	Accounts	Receipts/Allocs	Added credit note line amount to Debtors receipt list of un allocated credit notes
10.065.001	Accounts	Reports	When print a single debtor statement, you can specify if you want to send as email, or print to paper. When print less than 20 debtor statements, you can specify if you want to send to paper. If selecting more than 20 accounts, the output is governed by the account settings
10.065.001	Accounts	Batch Payments	Fixes to the HSBC bacs edi file format
10.065.001	CRM	Misc	Updated fix email addresses utility to include email address fields in SL and PL accounts
10.065.001	Manufacturing	Works Order Window	Fixed a bug when adding a new line to a works order the component would lose its link to the product code.
10.065.001	Manufacturing	Works Order Window	Holding shift to split works order lines will now split the line to a decimal quantity.
10.065.001	Accounts	Receipts/Allocs	Corrected the Auto Set button to remember settlement values
10.065.001	Accounts	Receipts/Allocs	Totals have been added for receipt window columns
10.065.001	Accounts	Payments/Allocs	Added Pay Balance red cross button next to the value of the payment. This button will set the balance of the account and allocate against all invoices. Credit notes that are un reconciled are taken into consideration.
10.065.001	Accounts	Payments/Allocs	Added Auto Set button to allocate against oldest invoices, looking at settlement values as well.
10.065.001	Stock	Ledger	Added Ref lookup list for Stock Category values
10.065.001	Finance	Ledger	Removed Settlement account from reserved list of accounts that cannot be used
10.065.001	Accounts	Invoices/Credit Notes	VAT/Tax code is copied correctly when duplicating an existing line when entering a new invoice
10.065.001	Accounts	Order	VAT/Tax code is copied correctly when duplicating an existing line when entering a new order
10.065.001	Accounts	Quote	VAT/Tax code is copied correctly when duplicating an existing line when entering a new quote
10.065.001	Accounts	Invoices/Credit Notes	VAT/Tax code is copied corectly when duplicating an existing line when entering a new invoice
10.065.001	Accounts	Order/receiving	VAT/Tax code is copied correctly when duplicating an existing line when entering a new order
10.065.001	CRM	Addresses	Address labels can be printed (8X3) for selected companies / debtors / creditors.
10.065.001	Accounts	Invoices/Credit Notes	Fixed a bug where the totals field in the allocations tab in invoices/transactions tab would not calculate.
10.065.001	Accounts	Payments/Allocs	New right click option added to allocations tab ‘Go to transaction’ navigates you to the linked line.
10.065.001	Accounts	Payments/Allocs	Added totals bar to purchase ledger allocations list.
10.066.001	System	Gui4	Fixed a bug when using load empty or load not empty in standard search bar
10.066.001	Stock	Transactions & History	When processing a GRN, you will be able to specify the number of barcode / stores lables that need to be printed. This is a new default per stock item, as some items will already have an individual barcode already.
10.066.001	CRM	Companies	Toggling the active status of a company will now also toggle the status of the connected accounts after checking that this is possible
10.066.001	Accounts	Ledger	Toggling the active status of a sales account will check that there are no outstanding transactions before doing so
10.066.001	Accounts	Ledger	Toggling the active status of a purchase account will check that there are no outstanding transactions before doing so
10.066.001	CRM	Tasks	Added an option for resolution notes to the quick close right click option on the task list
10.066.001	Accounts	Payments/Allocs	Fixed a bug that was preventing contra payments from being reconciled in the purchase ledger. Changed a ‘SLH_’ tp ‘PLH_’, doh!
10.067.001	Accounts	Shop Sales	Restriction added to prevent the creation of credit notes on the cash sales account from the shop sales window
10.067.001	Accounts	Shop Sales	Bug fix during save in shop sales window
10.067.001	Accounts	Shop Sales	Speed improvements to save on shop sales window
10.067.001	Finance	Ledger	Added option to VAT transaction detail list to both LINK and UNLINK records to current VAT period
10.067.001	Accounts	Contracts	Bug fix for contract cashflow report when mapping contracts that ended in the previous year or start in the next year
10.067.001	Accounts	Reports	New Purchase Order receiving history report.
10.067.001	System	Sign In	Fixed an issue where the user would be logged out if cancelling the prompt for unsent emails
10.067.001	CRM	Misc	User lists in the CRM will now be sorted by the sort name
10.067.001	Stock	Transactions & History	Can now do stock movements from a specific lot number
10.067.001	Stock	Transactions & History	Stock movements for a specific lot number will now transfer qa tests.
10.067.001	CRM	Emails	New HTML Email browser supporting templates, data merging, advance design options (fonts, colours, tables, images etc), spell checking, token style email entry
10.067.001	Accounts	Misc	Process Contra payment option is moved to SL transactions tab, allows you to move money between SL and PL accounts
10.067.001	Accounts	Ledger	Unallocated payments tab is hidden by default, can be restored with a right click option
10.067.001	Finance	Journals	Added Sort action to New Journal screen for line details
10.067.001	Finance	Journals	Sort list of Standing Journals by REF
10.067.001	Finance	Journals	Menu item for starting a new Journal is lablled as ‘Post Journal’
10.067.001	Accounts	Ledger	Show balance of un-allocated payments as Negative values
10.067.001	Accounts	Ledger	Show balance of un-allocated payments as Negative values
10.067.001	Accounts	Ledger	Added SL_UD_X and SL_ANL_X fields to Search in Debtors list window
10.067.001	Accounts	Ledger	Added PL_UD_X and PL_ANL_X fields to Search in Creditors list window
10.067.001	Finance	Ledger	Added field for Bank Account Holder Name per bank account, Useful for Invoice stationary.
10.067.001	Accounts	Ledger	SL list context menu now shows print or email options when a single account is selected, or statement run option if multiple accounts are selected
10.067.001	CRM	Emails	All emails are saved to the system as unsent mail before sending. if the email save fails you are given the option to keep the email in the outbox or delete the email
10.067.001	CRM	Emails	A spell check is triggered before send an email manually via the email window. If potential issues are found the user is asked if they want to check now or ignore
10.067.001	CRM	Emails	If sending email without a subject you are warned and given the option to cancel
10.067.001	CRM	Misc	Controls to enable the html email system are moved to SQLWorks prefs email tab
10.067.001	CRM	Tasks	Added extra RM click options to quickly set tasks to all types of stages.
10.067.001	CRM	Tasks	By default, all new tasks are set to Priority order of 0, so they appear at the top of your list
10.067.001	Stock	Ledger	Adjusted stock import method to support new export format.
10.067.001	CRM	Companies	Added import/export options to the Companies list
10.067.001	Accounts	Ledger	Added import/export options to the Placcs list
10.067.001	Accounts	Ledger	Added import/export options to the Slaccs list
10.067.001	CRM	Misc	Removed unnessasry messaage saying there was no unsent email found during sigin in
10.067.001	CRM	Addresses	Fixed issue when mass updating country for towns table in address viewer
10.067.001	CRM	Emails	Corrections to HTML email system that caused emails to be sent in plain text only
10.067.001	Finance	MTD	Moved MTD Authorisation file to a seperate folder, and added Company VRN for multi company support. All clients will probably need to re-authorise as well with HMRC.
10.067.001	Finance	MTD	Added button to remove all MTD Auth files from system, before making a new set.
10.069.001	CRM	Emails	Emails can be merged with data assoicated with the record being emailed including columns from projects, PL accounts, SLaccounts, companies and contacts
10.069.001	CRM	Emails	Corrected error where certain merged columns were not showing merged data in HTML email
10.069.001	CRM	Emails	IMAP debugging is always ON when looking at emails

July 2022

Version	Category	Sub Area	External Notes
10.061.001	Accounts	Order	Duplicate line will set the record as having been modified
10.061.001	Accounts	Invoices/Credit Notes	Duplicate line will set the record as having been modified
10.061.001	System	Base Classes	Correction when creating delete logs from tables that include picture data
10.061.001	Finance	Audit	Unreconciled Journals are now auto loaded when viewing Nom/Anl/Dep records.
10.061.001	Accounts	Receipts/Allocs	Save process will not continue until a valid date is entered
10.061.001	Accounts	Order	When editing orders the stock lists will only be loaded if there are fewer than 10 lines on the order, otherwise this can be done manually
10.061.001	Accounts	Order	Bug fixes when setting an account to load a fixed number of records or months
10.061.001	Accounts	Order/receiving	Orders received not invoice report now shows order due date
10.061.001	Accounts	Quote	Quote line list now has a “go to stock ledger” option like orders and transactions
10.061.001	Accounts	Ledger	Aged Credit tab design now matches aged debt tab from SL
10.061.001	Accounts	Batch Payments	New BACS format option suitable for HSBC using BAC Standard 18
10.061.001	Accounts	Ledger	Option to load a fixed number of records by default will also include any outstanding records
10.061.001	Accounts	Ledger	Option to load outstanding purchase orders will include both unreceived and un invoiced orders
10.061.001	Stock	Stock Take	Multiple stock audits can now be made to give to different people to check different areas. When finishing these audits it will consolidate them together into one audit and allow checking over before clicking to finish again.
10.061.001	Accounts	Invoices/Credit Notes	If the invoice was generated by a delivery note, we no longer check for and remove items based on standard stock multiplier.
10.061.001	Accounts	Invoices/Credit Notes	If the invoice was generated by a delivery note, we now prompt a warning before the user attempts to remove a line before saving.
10.061.001	Accounts	Misc	New utility checks delivery notes to find cases where delivered quantities were not invoiced.
10.061.001	Accounts	Order	Users are no longer able to delete order lines which have been dispatched.
10.061.001	Stock	Stock Take	Added the ability to filter stock takes to all stock with codes alphabetically between two terms
10.061.001	Stock	Stock Take	Added the ability to filter stock takes to only include stock from specific suppliers
10.061.001	Stock	Stock Take	Added the ability to show filters and who is going to be doing the stock take on stock take printouts.
10.061.001	Stock	Misc	Added an option to export data from the stock ledger, choosing which information to show
10.061.001	System	Pref & Function Objects	When creating an export file, the confirmation message now allows you open the folder where the export file has just been created. Makes it easier to email the file etc.
10.061.001	Accounts	Batch Payments	Bug fix to correct issue with HSBC BACS file creation
10.061.001	Stock	Misc	Export option in the stock ledger will now make sure the data from any connected tables is correct before exporting
10.061.001	Accounts	Order/receiving	New address selector for purchase order invoice address.
10.061.001	Stock	Ledger	Added quick access buttons to BoM tab to help users speed
10.061.001	CRM	Tasks	Increased Task description box
10.061.001	System	Misc	Database tables viewer can no longer be used to edit or delete records
10.061.001	Accounts	Invoices/Credit Notes	Setting invoice print status is now an admin restricted feature
10.064.001	CRM	Tasks	Tasks can be given a sort order to enable setting completion order. Use the RM click option to drag & set
10.065.001	Accounts	Invoices/Credit Notes	Invoice tabs now show totals regardless of lines selected when only showing open invoices
10.065.001	Accounts	Order	Order tabs now show totals regardless of lines selected when only showing open orders
10.065.001	Accounts	Quote	Quote tabs now show totals regardless of lines selected when only showing open Quotes
10.065.001	Accounts	Invoices/Credit Notes	Invoice tabs now show totals regardless of lines selected when only showing open invoices
10.065.001	Accounts	Order/receiving	Order tabs now show totals regardless of lines selected when only showing open orders
10.065.001	Accounts	Invoices/Credit Notes	Totals row layout is fixed for a number of different tab layouts
10.065.001	CRM	Companies	Email address fields will automatically have leading or trailing whitespace removed when saved
10.065.001	CRM	Contacts	Email address fields will automatically have leading or trailing whitespace removed when saved
10.065.001	CRM	Leads	Bug fix when emailing a lead
10.065.001	CRM	Leads	If a lead is not assigned to a user it cannot be emailed, this is now reported to the user
10.065.001	Manufacturing	Works Order Window	Fixed an issue where splitting works orders would change the component quantity per build resulting in the works order not being able to be built.
10.065.001	Manufacturing	Works Order Window	Qty field in Works order line list is now wider to ensure longer numbers i.e. decimals are visible.
10.065.001	System	Misc	Fixed an issue where when sorting columns in a list, numerical columns would sort alphabetically rather than numerically.
10.065.001	Accounts	Invoices/Credit Notes	Added cost to Transactions (F) tabs details list.
10.065.001	Stock	Stock Take	Corrected message reported after cancelling the creation of a new stock audit
10.065.001	Stock	Stock Take	Reference is renamed to “product code” on most reports for standardisation
10.065.001	Stock	Stock Take	Variance report will let the user know if no records were found with variance
10.065.001	Accounts	Order/receiving	Fixed a bug in the purchase order receiving window. Clicking on the drop down list to choose the bin and clicking away before selecting one would make the user unable to exit the field.
10.065.001	Stock	Stock Take	Minor changes to Variance report layout
10.065.001	Stock	Stock Take	Bug fix on variance report when filtering by checked items
10.065.001	Accounts	Order/receiving	Fixed an issue where setting the in bin while receiving stock would not cause the stock to be added to that bin.

June 2022

Version	Category	Sub Area	External Notes
10.056.001	Stock	Order Allocation	When completing pick sheets from the order allocation window, invoicing matches pick sheet selection rather than FIFO
10.056.001	System	Misc	Deleted records are now recorded in the change log
10.056.001	System	Sign In	Added a log off option to the user menu for an individual login on multi-company systems
10.056.001	Accounts	Reports	Allowed Single account statements to be printed when no items outstanding when using ‘By Date Range’
10.056.001	Stock	Ledger	Corrections to the display of data in the analysis tab
10.056.001	Stock	Ledger	Added default method of Transit. Land, Air or Sea.
10.056.001	Accounts	Ledger	Added flag if creditor allows Po of different DG class items per PO. Default is Not Allowed To Mix.
10.056.001	Accounts	Deliveries/Consolidations	Added method of Transit. Land, Air or Sea.
10.056.001	Accounts	Proformas	Added proforma stock processing option to basic transaction tab
10.056.001	Accounts	Proformas	Default report template adjusted to correctly report proforma invoices
10.056.001	Accounts	Invoices/Credit Notes	There is a specific RM click option to cancel an invoice made in error, ie, the same day. An exact credit note will be automatically made and the invoice cleared, and neither transactions will show on a statement.
10.056.001	CRM	Tasks	Adjusted the order of columns for the task list
10.056.001	System	Misc	Deleted change logs can be viewed from the change log window
10.056.001	System	Misc	Bug fix when creating delete logs for the refs table
10.056.001	Accounts	Invoices/Credit Notes	New right click menu option to reverse a recently entered invoice – reversing stock movements will be made and a credit note will be created and automatically allocated
10.056.001	System	Users/Userprefs	User Passwords can be set to expire from the User list window. Users will be prompted to enter a new password on next sign in.
10.056.001	System	Sign In	New sign in throttling to protect against brute force attacks slows down password checking for every incorrect attempt.
10.056.001	System	Users/Userprefs	When changing login password, if the chosen password is not strong enough a message will appear and the prompt will return.
10.056.001	CRM	Addresses	Corrections to reported prompts when checking addresses
10.056.001	System	Users/Userprefs	When prompted to change password, the user can no longer reuse the same password.
10.056.001	Accounts	Receipts/Allocs	Corrected the autoset process so that it does not include any previously allocated value
10.056.001	Accounts	Reports	Outstanding Invoices report in the Purchase ledger now includes options to load based on a date range for different types of date
10.056.001	System	Users/Userprefs	User list now restricted to only show currently logged in user for non admin users.
10.056.001	System	Users/Userprefs	in user edit window, sys admin check box is now only visible for sys admins
10.056.001	System	Printing/Exporting	The export button at the top of some lists will now behave the same as the export list context menu option.

May 2022

Version	Category	Sub Area	External Notes
10.053.001	Finance	Misc	Fixed a problem when generating sales invoices from bank income entry. Vat country would not be calculated.
10.053.001	Accounts	Ledger	Dashboard tab will now correctly clear the invoice details display when there are no invoices
10.053.001	Accounts	Quote	Fixed an issue where the product name lookup in quote detail lines would not prompt a lookup list.
10.053.001	Accounts	Receipts/Allocs	Fixed an issue in the receipt window where the settlement notes field would always read ‘No Settlement Discount offered’ despite there being lines with settlement discounts.
10.053.001	Accounts	Batch Payments	Fixed an issue where the payment date on remittances printed from the batch payment window would use the Due before date rather than the payment date.
10.053.001	Accounts	Ledger	Fixed an issue in Debt History Tab, Aged Debt Tab. Double clicking invoices in the list would open the wrong one.
10.053.001	CRM	Tasks	Added a right click option to quickly stamp notes onto a task from the list
10.053.001	Accounts	Invoices/Credit Notes	Fixed an issue where trying to delete the halted invoicing after saving an invoice results in an error.
10.053.001	Accounts	Ledger	Fixed an issue where reversing bank to bank transfers linked to the SQLWorks A/C nom code would create a transfer to the petty cash account
10.053.001	Accounts	Ledger	New check prevents the user from reversing a Transfer between bank accounts from the sundry cash ledger.
10.053.001	Accounts	Ledger	Fixed an issue where reversing a cashbook item results in a record with both a credit ref and a debit ref. On the list this would appear as a doubled reference.
10.053.001	Accounts	Ledger	Fixed an issue where reversing a sundry cash item would result in an error and none of the details would have copied across to new window.
10.053.001	Accounts	Ledger	When entering new cashbook item, change made to double arrow which switches debit to credit. This will now only work if the list is empty. Before this would work if there was 1 line in the list.
10.053.001	Accounts	Quote	Fixed an issue in the quote tab where emailing a quote then changing the status would result in an edit num warning.
10.053.001	Stock	Ledger	Fixed DG info button tooltip text
10.053.001	Accounts	Ledger	Fixed DG code set button & method.
10.053.001	Stock	Price and discount	Fixed an issue where Unit Price Per values set in the price and discount tab would not carry across to Quotes, Orders, Invoices when using the stock lookup.
10.053.001	Stock	Misc	Added column to Dangerous Goods to help with freight outward options. New flag ensures all same DG code items must ship alone.
10.053.001	CRM	Emails	Added a button to the email tab to reload emails already in the system.
10.053.001	Stock	Transactions & History	Added new option for History by client tab. Sales Orders Due will list customer orders with the amounts listed in the dispatch date column.
10.053.001	CRM	Emails	Fixed an issue where the email tab would not allow reversing the sort order
10.053.001	System	Misc	Sort orders on lists are now case insensitive
10.053.001	Finance	Reports	Fixed a bug with the trial balance where it would not load correctly if running for a previous year from the nominal ledger
10.053.001	Finance	Ledger	The year list will now be reloaded when running a trial balance report from the nominal ledger
10.053.001	Accounts	Invoices/Credit Notes	Invoices marked as proforma invoices will also be set as adjustment invoices and so will not make stock movements by default
10.053.001	Accounts	Invoices/Credit Notes	Proforma invoices can be saved when the account is on credit hold
10.053.001	Accounts	Invoices/Credit Notes	Right click option added to SL invoice list allowing stock movements to be processed on a proforma invoice manually after payment is made

April 2022

Version	Category	Sub Area	External Notes
10.049.001	CRM	Emails	Speed improvements to the check unsent email process
10.049.001	CRM	Emails	Added an export option when viewing unsent email
10.049.001	Finance	Ledger	Corrections to “Group By Company” option when right clicking on transaction list
10.049.001	Accounts	Ledger	Fixed an issue where icons to show line types were being made invisible when editing quotes, orders and invoices
10.049.001	Accounts	Misc	Fixed issue where the Stock Items Only box in the Stock Detail tab in PL could not be toggled
10.049.001	Stock	Ledger	Added fields to show when a stock item was last re priced, and last price checked. This data would normally be imported via Excel.
10.049.001	Stock	Ledger	Added fields to show when a stock item was last re costed, and last cost checked. This data would normally be imported via Excel.
10.049.001	System	Query Builder	Fixed a bug where adding a table with options for the column to connect on would not always default to line 1
10.049.001	Accounts	Accounts Prefs	Changes to labels and descriptions in the date lock area of accounts preferences
10.049.001	CRM	Preferences	Added a new setting to enable HTML email sending (Still WIP)
10.049.001	System	Users/Userprefs	Added an area to design a custom user signature for Email
10.049.001	CRM	Client Reviews	Fixed issue with client reviews where they would not correctly connect to the company
10.049.001	Accounts	Invoices/Credit Notes	Most recent transactions will correctly sort to top when viewing records with the same date
10.049.001	Accounts	Invoices/Credit Notes	Warning for missing supplier invoice number will only be shown when creating new invoices
10.049.001	CRM	Diary	Fixed bug where saving the diary with no record selected would prompt an error when everything was fine.
10.049.001	CRM	Projects	Added missing User Defined Date fields per project
10.050.001	Accounts	Order/receiving	Adjusted default order printout so that quantity is displayed to as few a number of decimal points as needed.
10.050.001	System	Misc	Fixed displays of any quantity fields in expandable lists.
10.050.001	Finance	Budgets	Budget Import corrections – file format is fixed order with nom/anl/dept followed by 12 value columns
10.050.001	Finance	Budgets	Bulk budget import has been deprecated, must import each year independently
10.050.001	Finance	Budgets	Budget window is redrawn after importing or creating a new budget
10.050.001	System	Preferences	Current users list in SQLWorks preferences will show the current SQLWorks version of that user
10.050.001	CRM	Emails	New checks on failed emails prompts the user if we have exceeded an email quota.
10.050.001	Accounts	Ledger	Right click options restored for My Activity Tab
10.051.001	System	Preferences	Added preference for the default user sort name format in the system, allowing for it to be first name first or surname first
10.051.001	System	Users/Userprefs	Added right click option to users list to set the sort names for all selected users to a specified format
10.051.002	CRM	Tasks	Fixed closing tasks via right click so that is correctly sets dates
10.051.002	CRM	Tasks	Adjusted colours on tasks statistics report to more accurately represent what they are
10.051.002	Stock	Transactions & History	Added prompt to save stock movement transaction.
10.051.002	Accounts	Invoices/Credit Notes	Bug fix to resolve calculation issue when amending VAT multiple times on the same line
10.051.002	Accounts	Invoices/Credit Notes	Bug fix to resolve calculation issue when amending VAT multiple times on the same line
10.051.002	System	Pref & Function Objects	Global Search window is much faster to load, by 5 times.
10.051.002	Manufacturing	Works Order Window	Added per item cost and per item profit information to the works order header
10.051.002	Manufacturing	Works Order Window	Works order schedules / elements now renamed to works order lines
10.051.002	Stock	Ledger	New advanced pricing tab shows recent items and separates price & cost information
10.051.002	Stock	Ledger	Making a new copy of a stock item will now automatically set or clear the stock code depending on the preferences
10.051.002	Manufacturing	Works Order Window	Fixed an issue where take stock slider was not updating after changing the qty to take at WO line level
10.051.002	Manufacturing	Works Order Processing	Redesign of the works order tab so show additional costing information for completed works orders
10.051.002	Accounts	Quote	Fixed issue where labels were not showing for profit details in the quote header
10.051.002	Accounts	Quote	Adjusted sizes of some fields to fit the information in
10.051.002	Accounts	Order	Adjusted sizes of some fields to fit the information in
10.051.002	Accounts	Invoices/Credit Notes	Adjusted sizes of some fields to fit the information in
10.051.002	Accounts	Invoices/Credit Notes	Removed unnecessary dropdown next to exchange rate, this is already handled by the currency dropdown
10.051.002	Stock	Order Allocation	SO Processing Log tab now works with new change log format
10.051.002	System	Misc	Speed improvements to the loading of change log records
10.051.002	Accounts	Invoices/Credit Notes	Fixed tooltips that were missing from some fields
10.052.001	System	Printing/Exporting V2	Added indicator to show selected output device for report.
10.052.001	Accounts	Ledger	When printing a statement for a single company, options relating to which companies to load will not be shown, making the process smoother.
10.052.001	Accounts	Ledger	The right click option on the sales accounts list for printing statements has been renamed to statement run
10.052.001	Manufacturing	Misc	Works orders will update the material, overhead and labour costs of a product automatically after a build
10.052.001	Manufacturing	Misc	New preference will tell the system to update default cost from material, overhead and labour costs after every build
10.052.001	Manufacturing	Work Centres & Processes	New toolbar button allows changes made to the work centre (i..e costs) to be applied to all template routes that use the work centre and optionally all active routes in progress
10.052.001	Accounts	Receipts/Allocs	Fixed an issue where exchange code is not editable for new payments.
10.052.001	Accounts	Invoices/Credit Notes	When sending order to invoice the warehouse stock quantity list is now populated.
10.052.001	Accounts	Order	When sending quotes to order the warehouse stock quantity list is now populated.
10.052.001	System	Misc	Fixed issue with database tables viewer where selecting a group of columns that were not in sequence were not correctly updating the values in the list.
10.052.001	Accounts	Ledger	Bug fix to allow reconciliation of contra payments
10.052.001	Accounts	Batch Payments	Added preference to restrict completion of a batch payment run until a BACS EDI file has been printed
10.052.001	Accounts	Batch Payments	Minor design changes to BACS sheet report
10.052.001	System	Users/Userprefs	Many user lookups throughout the system will now be sorted correctly by their sort order
10.052.001	Accounts	Batch Payments	Changed sequence of prompts to streamline process when printing remittances
10.052.001	Accounts	Batch Payments	PL account window will reload properly after processing a batch payment
10.052.001	Accounts	Batch Payments	Added a check to prevent preset batch payments saving a combined allocation below the limit set
10.052.001	Accounts	Batch Payments	Added a prompt to auto allocate the preset amount if reducing the limit below the amount already allocated in preset batch payments
10.052.001	Accounts	Batch Payments	When opening preset batch payment window the due date from is only set to minimum loaded if there are records in the list
10.052.001	Accounts	Batch Payments	Older EDI csv format has been removed, can still access if holding down SHIFT at the prompt
10.052.001	Accounts	Batch Payments	Payments generated via the PL batch payments screen will save with the correct payment method
10.052.001	System	Timers	If the user loses the connection, the timer will now attempt to reconnect the user. If it is unable to, it will log the user out.
10.052.001	Accounts	Order	Fixed an issue where the department code would not be set properly if the default date on the order is not allowed.

March 2022

Version	Category	Sub Area	External Notes
10.042.006	Accounts	Misc	Fixed a bug where sales account fields would start off in view mode when making a new account.
10.042.006	Accounts	Order/receiving	Fixed a bug where when receiving orders a series of errors would display and there would be no detail lines if the complex header was not used.
10.042.006	Finance	Ledger	Fixed a bug where totals would not appear in balance/accumulative boxes
10.042.006	Finance	Ledger	Fixed a bug where EC VAT buttons would not return a list.
10.042.006	Finance	Ledger	Fixed bug where vat fields would be hidden for clients with an EORI number.
10.042.006	Accounts	Invoices/Credit Notes	Changing Invoice date will now recalculate the exchange rate.
10.042.006	Accounts	Invoices/Credit Notes	Changing Invoice date will now recalculate the exchange rate.
10.042.006	Accounts	Misc	Fixed a bug where purchase account fields would start off in view mode when making a new account.
10.042.006	CRM	Companies	Fixed VAT country lookup within the company window
10.042.006	Accounts	Order/receiving	Fixed issue in the purchase order receiving window where some labels would not disappear when not invoicing at the same time.
10.042.006	Accounts	Invoices/Credit Notes	Corrected an error message for when an order cannot be progressed to invoice
10.042.006	Accounts	Ledger	VAT country now correctly appears on the Bank and VAT tab
10.042.006	Accounts	Invoices/Credit Notes	VAT country is now correctly pulled across from the company
10.042.008	Accounts	Batch Payments	Removed wrong message when cancelling printing of remittance advices.
10.042.008	Finance	Ledger	Fixed an issue where EC vat column would not be calculated.
10.042.008	Finance	Ledger	Bug fix to correct selection of BACS file type
10.042.008	CRM	Tasks	Task can be quickly assigned to specific users from a group called TASK. Each person will appear in the RM click menu to assist.
10.043.001	CRM	Tasks	Last 7 days filter will not correctly display tasks started in the past 7 days
10.043.001	CRM	Tasks	Making a new task will now default the task type to be general
10.043.001	CRM	Tasks	Category column in task list has now been moved to make it easier to find
10.043.001	Stock	Pricing	Fixes to the recalculation of average cost when called after processing a Works Order via quick build
10.043.001	Stock	Transactions & History	Moved Save & Cancel buttons to the right of Toolbar, as per standard layout requirements
10.043.001	Accounts	Ledger	Allowed users to modify Add to VAT check box on new entries
10.043.001	CRM	Emails	Fixed bug where some emails were not being sent with their attachments
10.043.001	Accounts	Invoices/Credit Notes	Invoices created from orders are set as proforma if they are on a proforma account
10.043.001	CRM	Companies	Adjusted the error message to be clearer when trying to add a new company without an address to the sales or purchase ledgers
10.043.001	Accounts	Ledger	Print Remittance option in Bank and VAT tab renamed to “Prompt Remittance”
10.043.001	Accounts	Ledger	Factor email in Bank and VAT tab renamed to “Remittance email”
10.043.001	Accounts	Invoices/Credit Notes	Added a prompt on the save of an invoice that will alert the user if the VAT country is different between the invoice and the company.
10.043.001	Accounts	Accounts Prefs	Minor redesign of PL tab in accounts prefs
10.043.001	Accounts	Order/receiving	Added a right click option to delivery window to set all qty to max (unreceived) value
10.043.001	Accounts	Order/receiving	Added a new preference that will default the qty to zero instead of the unreceived qty when receiving PO’s
10.043.001	Accounts	Batch Payments	Added an option to print a Triodos EDI report for Triodos bank accounts in the batch payments screen
10.045.001	CRM	Companies	Fixed issues where the filter list on the companies touchpoints tab could not be set unless the company was being edited
10.045.001	CRM	Phone Logs	When no company is selected, all projects are now loaded. When one is selected, the company will be automatically set to the one for the project.
10.045.001	Accounts	Payments/Allocs	Remittances sent from BACS payment window will now use the same email text etc as when sending a remittance from the transactions tab.
10.045.001	System	Query Builder	Query’s with a large number of columns selected were cut short due to character limits.
10.045.001	Accounts	Order/receiving	QA Tests can now be set up at the point of receiving purchase orders
10.045.001	Accounts	Order/receiving	System pref to determine if QA tests are to be enforced during PO receive, can also be set to prompt or be optional
10.046.001	System	Misc	Text changed on Prompt message when overwriting another users changes to make it clearer.
10.046.001	System	Misc	Fixed an issue where the final label on line graphs would sometimes overlap the previous label.
10.046.001	Accounts	Order/receiving	New QA test can be added and printed for PL deliveries via right click in the inv/del tab of the PL order tab
10.046.001	Accounts	Order/receiving	Checks added to ensure only one QA test can exist for a batch
10.046.001	Accounts	Invoices/Credit Notes	Added a check to ensure that the VAT country is not blank when saving an invoice
10.046.001	Accounts	Invoices/Credit Notes	When saving an invoice we will not warn about VAT country differences to the company default if the company default is blank
10.046.001	Accounts	Invoices/Credit Notes	Removed double prompt when a save fails due to VAT country entry
10.047.001	Manufacturing	Works Order Window	Bug fixes for when building a WO without a process route
10.047.001	Manufacturing	QA Testing	Bug fixes when using ranges in a QA test
10.047.001	Manufacturing	QA Testing	An observation type will no longer allow a restricted value
10.047.001	Accounts	Order/receiving	Bug fix when attempting to add QA tests to the same line multiple times
10.047.001	CRM	Touchpoints	Fixed a potential bug in the CRM tab if emails were not used
10.047.001	Finance	Ledger	Corrected prompt when getting linked transactions to items in the statement tab
10.047.001	Finance	Ledger	Legend added to cash flow graph.
10.047.001	System	Query Builder	Fixed a bug where removing the first condition would result in errors.
10.047.001	System	Printing/Exporting	Database tables viewer will no longer remember previous column selection
10.047.001	System	Printing/Exporting	Database tables viewer will show a max of 240 columns
10.047.001	Accounts	Order/receiving	Changes made so when copying an order detail line, nominal code, analysis etc will keep values from copied line.
10.047.001	Accounts	Ledger	Fixed bug in the aged debt tab where month fields were not calculating
10.047.001	CRM	Emails	Role based email accounts are now saved, so these accounts can be viewed in the CRM/Email tab.
10.047.001	System	Misc	Can now set legend labels for multi line graphs
10.047.001	CRM	Emails	IMAP InBox attachments within each email can now be viewed directly, without having to save into SQLWorks fiirst.
10.048.001	CRM	Tasks	Fixed issue where the calendar button was not setting the task commence date
10.048.001	Stock	Warehouses & bins	Added yes/no prompt before resetting accounting info in warehouse map
10.048.001	Stock	Warehouses & bins	Added option to create a stock movement from the warehouse map when right clicking on the bin qty list
10.048.001	Stock	Warehouses & bins	Removed get info option from the bin qty list
10.048.001	Stock	Warehouses & bins	Fixed context menu items for warehouses in warehouse map
10.048.001	Stock	Warehouses & bins	Added context menu items for bins in warehouse map
10.048.001	System	Misc	Users can send Support system info from the Main SQLWorks menu to assist in trouble shooting. A message can also be added, no pictures, just text currently.
10.048.001	CRM	Emails	Email Roles now have specific Email addresses and should also have an InBox. It should not be an Alias account type These InBoxes will appear in the Email Tab, and if you are a member of EMAIL_ROLES security group.
10.048.001	System	Misc	Introduced spell checking capability via a spell menu
10.048.001	Accounts	Order	An new option has been added to allow you to only show the non-cancelled lines when printing a sales order
10.048.001	Accounts	Order	You can return consignment stock using a right click ‘process return’ option in the sales order tab. This will prepare the stock movements window and cancel the outstanding order when saved
10.048.001	Accounts	Order	You can return stock using a right click ‘process return’ option in the sales order tab. This will prepare the stock movements window ready for saving but leave financials untouched
10.048.001	CRM	Tasks	Made a number of changes to the tasks statistics report to improve clarity and accuracy
10.048.001	Accounts	Payments/Allocs	Preset batch payment window will not snap to bottom after selecting an invoice
10.048.001	Accounts	Payments/Allocs	Preset batch payment window will set load from date to be the oldest payment date during initial load
10.048.001	Accounts	Contracts	Corrections to the line guide position when used in the contracts list view
10.048.001	Accounts	Quote	Quote department selection is remembered and displays properly when viewed
10.048.001	Accounts	Invoices/Credit Notes	Vat country override will be applied when sending orders to invoice
10.048.001	CRM	Diary	Correct date format bug when using navigation buttons in diary calendar
10.048.001	CRM	Emails	Fixed bug where attachments on emails cannot be viewed if the email has already been saved in the system
10.048.001	CRM	Emails	Fixed bug where small attachments were being ignored when bringing the email into SQLWorks from an external inbox
10.048.001	Accounts	Quote	Fixed issue where right click options for changing option group or authorising user would not work
10.048.001	Stock	Transactions & History	New orders and transactions can be created from the stock ledger, company account will be requested in a prompt
10.048.001	Stock	Transactions & History	Transactions can now be created from the transactions tab via a right click option
10.048.001	Accounts	Misc	When accounts are being opened you will be prompted if the account is inactive and the process will cancel
10.048.001	Accounts	Order/receiving	Fixed issue where goods received note would print in landscape.
10.048.001	System	Preferences	Added Security Grp choice per Role based email account

February 2022

Version	Category	Sub Area	External Notes
10.038.001	Stock	Price and discount	Faster searching for customer parts in price and discount system
10.038.001	Accounts	Ledger	Account balance history graph has been updated with new visuals in aged debt tab
10.038.001	Accounts	Ledger	Account balance history graph has been updated with new visuals in aged debt tab
10.038.001	Stock	Transactions & History	Corrections to movements graph so that it will always include stock movements made today
10.038.001	System	Base Classes	Line graphs will now show the final (closing) data label, (typically todays date)
10.038.001	Finance	Dashboard/Day Book	can now load transactions by Audit number.
10.038.001	Accounts	Payments/Allocs	BACs report shows creditor bank account & sort code
10.038.001	Accounts	Payments/Allocs	BACS report saved as a PDF into SQLWorks Docs folder when you save.
10.039.003	System	Printing/Exporting V2	Fixed but where clipboard option was being treated as preview when printing reports
10.039.003	Stock	Price and discount	Fixed issue where the price and discount tab in the stock ledger was not correctly showing sales accounts in the lookup
10.039.003	Accounts	Order	New authorisation mode can restrict stage selection
10.039.003	Stock	Price and discount	Price and discount tabs in the sales ledger and stock ledger will now only load active rules.
10.039.003	System	Misc	Added searching of Numbers in Global Search function
10.039.003	System	Misc	In the Global Search window, the ALL value is treated on its own. You either choose certain ledgers to search, or ALL SQLWorks ledgers
10.039.003	Accounts	Reports	Fixed a bug where Aged debt report would produce an error when only showing selected accounts
10.039.003	Accounts	Order	Minor fixes to order import process to support 64 bit counters
10.039.003	Accounts	Credit Control	On dashboard, when credit limit is set to 0. The message now says Always on hold or no credit limit depending on whether we use automatic credit control
10.039.003	Accounts	Credit Control	On dashboard, when credit limit is set to -1. The message now says never on hold rather than always on hold
10.040.001	Stock	Order Allocation	Bug fixes in order allocation / print pick process
10.040.001	Accounts	Order	Warehouse stock list now loads correctly on complex order line layout
10.040.001	Finance	Ledger	Box5 value is now shown correctly in the list of periods after being calculated.
10.040.001	System	Printing/Exporting	Fixed bug where errors would prompt when exporting certain information to a file
10.040.001	Accounts	Quote	Fixed an issue where product name field would not prompt a lookup.
10.040.001	Accounts	Ledger	Enabled changing of the ‘Add to VAT’ check box when you amend a cashbook transaction.
10.040.001	Accounts	Invoices/Credit Notes	VAT country will be automatically set when changing the delivery country or final destination country
10.040.001	Accounts	Invoices/Credit Notes	Bug fix where VAT country was reset after being changed manually
10.040.004	CRM	Projects	Fixed a bug where tabs would sometimes not show up in projects.
10.040.004	Finance	Misc	When loading records per period, the Audit number is now shown in Col 2.
10.040.004	Finance	Ledger	When loading records in a period where the prev period is still running, the date range is strictly enforced, and no old transactions will be loaded.
10.040.004	Finance	Ledger	To remove transactions linked to a specific VAT period, load the transactions as usual. Select the correct records. RM Click to unlink them. They will now appear on the next open VAT period. Use with caution, available only to Sys Admins.
10.040.004	Finance	Audit	Nominal Transaction Export will use default export format and will allow folder selection choice
10.040.004	Finance	Reports	On TB, P&L and B/S report parameters prompt “Column Mode : Narrow / Wide” now reads as “Report Layout : Year View (Narrow) / Month View (Wide)”
10.040.004	CRM	Emails	Fixed an issue where batches of emails would only send from the default server.
10.040.004	Accounts	Credit Control	Fixed an issue where credit limit warnings would appear when credit limit is less than 0. This should mean the account is never on hold.
10.041.001	Stock	Ledger	Fixed an error that occurred when trying to save an empty history list.
10.041.001	Accounts	Invoices/Credit Notes	Adjusted display of order import window to support up to 5 distinct direct import configurations
10.041.001	Accounts	Quote	SL Authorisation no longer needs to apply to both quotes and orders and can be enabled independantly for each ledger
10.042.001	Accounts	Invoices/Credit Notes	Bug fix to correctly display “amend VAT” menu option
10.042.001	Accounts	Misc	Fixed issue where right click options would not appear for several fields.
10.042.001	Finance	Misc	Fixed an issue where Bank Income records would not save when a sales account is selected.
10.042.001	Accounts	Invoices/Credit Notes	Changes made to invoice amount total calculation to avoid rounding errors.
10.042.001	Accounts	Invoices/Credit Notes	Changes made to invoice amount total calculation to avoid rounding errors.
10.042.001	Accounts	Misc	Lengthened the label in the Global Search function to show both options. Added tooltips to all objects.
10.042.001	Accounts	Ledger	Contra Payments can now be properly reconciled in the sales ledger
10.042.001	Accounts	Ledger	You are no longer able to amend dates or amounts for contra payment types
10.042.001	Stock	Ledger	When duplicating an existing stock code, the barcode data is cleared.
10.042.001	Accounts	Order/receiving	Complex PO Order line layout now clearly shows a lookup to SL order and company
10.042.001	CRM	Companies	Fixed a bug where modifying the vat exempt option would not allow the user to save.
10.042.001	Accounts	Order/receiving	Error messages when opening PO receive window resolved
10.042.001	Accounts	Quote	When Sending quote to order while an account is on hold, the user whould get 2 messages asking if they would like to override the on hold status. Now only one message appears.
10.042.001	Stock	Price and discount	Fixed a bug in price rule import where even if the user clicked no to deleting existing rules it would anyway.
10.042.001	CRM	Emails	Unsent email list will display with better formatting
10.042.001	CRM	Emails	Users will be alerted to unsent email when signing in
10.042.001	CRM	Tasks	Fixed a bug where closing tasks would not correctly set the closed and resolved dates.

January 2022

Version	Category	Sub Area	External Notes
10.032.001	Stock	Stock movements & Qty	Movements added at the same time will now be additionally sorted by reference number if they were added at the same time
10.034.002	Accounts	Order	Changes to the standard order import window, new defaults and stronger error checking
10.034.002	Accounts	Invoices/Credit Notes	Fixed issue where turnover tab in debt history was displaying values in the wrong month if the year did not start in January
10.034.002	Accounts	Invoices/Credit Notes	Aged Debt in Debt History can now be toggled between outstanding and all invoices
10.034.002	Accounts	Invoices/Credit Notes	Aged Credit in Debt History can now be toggled between outstanding and all invoices
10.034.002	Finance	Ledger	Fixed an issue when you had COMPARE tab open and you selected the oldest year in the drop down menu.
10.034.002	Finance	Ledger	Added notes fields for analysis and department
10.034.002	Accounts	Accounts Prefs	4dp now allowed for percentage fee on payment types.
10.034.002	Accounts	Receipts/Allocs	Restricted changing Fx code, now glued to Fx of bank code for when entering receipts.
10.034.002	Accounts	Misc	Corrected an issue that prevented pick sheets from being reprinted
10.034.002	Manufacturing	Works Order Processing	Corrected an error when automatically allocating stock after a WO build
10.034.002	Accounts	Quote	When selecting a product with a default PL supplier, that supplier is set on the quote line
10.034.002	CRM	Leads	Now able to print a quote from the leads quote list via right click menu
10.034.002	Finance	Audit	In the Audit by Year screen, there is a new toolbar option to fully test the stability of the Audit Table. All errors are reported into an Excel file. This is located inside the SQLWorks Docs folder on your desktop. Send the file to SQLWorks support for analysis.
10.034.002	Finance	Audit	In the Audit by Year screen, you can RM click and set the Audit Checksum for older closed years.
10.034.002	Accounts	Ledger	Change to Quick filter option labels in the search bar. Loading accounts which are 30,60,90 days overdue now reads ’30+ days’
10.034.002	Stock	Transactions & History	New option in stock history list to show value instead of qty.
10.034.002	Stock	Misc	Corrections in transfer from bulk to pick bin utility
10.034.002	Finance	Audit	New utility to set trial balance data to a match data in a file for an entire financial user by creating journals at year end
10.034.002	Accounts	Order/receiving	Forward order request report will now work where the order has only one line
10.034.002	System	Query Builder	Fixed a bug where Linked tables would by default only load active records even though the option was unchecked.
10.034.002	System	Global Search	Global search no longer includes results from log tables
10.034.002	system	Misc	graphs now remember if you choose 2d or 3d mode.
10.034.002	CRM	Emails	If during emailing invoices or statements, and you modify the PDF document, the revised version is now emailed and stored in the CRM document system.
10.034.002	System	Users/Userprefs	Fixed a bug where users would have to log out and in after changing email settings.
10.034.002	Manufacturing	Misc	Bug fixes in WO print process
10.034.002	Accounts	Order	New checks prevent the user from changing the product code on an order when a works order has already been set.
10.034.002	Finance	Misc	New utility that allows you to compare 2 trial balance files and highlight missing combinations and value differences
10.034.002	Accounts	Misc	Added the ability to search for invoices, orders and works orders in the sales ledger based on a stock lot number used on their detail lines
10.034.002	Stock	Price and discount	Fixed a bug in the price & discount tab in the stock ledger where after trying to save and finding a clash, it would allow saving again and seem to work without actually saving.
10.034.002	Accounts	Ledger	Fixed a bug where graphs in the my activity tab would change colour
10.034.002	Accounts	Ledger	Fixed a bug where graphs in the my activity tab would change colour
10.037.002	Finance	Ledger	Multi code select now works in Analysis & Dept ledger windows to give a combined Audit value
10.037.002	Accounts	Accounts Prefs	Corrected the default stage limit for SL authorisation
10.037.002	Stock	Ledger	Removed warning messages in the stock quick filter menu options
10.037.002	Accounts	Order/receiving	Selected PO or GRN detail lines can print POS labels for those lines. You will need to specify the POS label printer device in your User Prefs first. ALT key will use POS label format 2. SHIFT key will force preview to the screen.
10.037.002	Stock	Ledger	When adding a new Stock item, the EAN-13 barcode image will be automatically saved now.
10.037.002	CRM	Diary	Diary Layout is now correctly set by user preferences
10.037.002	Accounts	Ledger	New activity tab now only shows items that are part of the graph, added a slider to determine the no of records load and a toggle to switch between just my items and all items.
10.037.002	Accounts	Ledger	New activity tab now only shows items that are part of the graph, added a slider to determine the no of records load and a toggle to switch between just my items and all items.
10.038.001	System	Gui4	Opening all tabs in each ledger has been speeded up considerably.
10.038.001	Accounts	Invoices/Credit Notes	Fixed a bug where users were warned about an account being put on hold when they were not
10.038.001	Stock	Ledger	Corrected an issue where size, colour and material would not save correctly when selected in the info tab
10.038.001	Accounts	Ledger	“Reports” tab renamed to “Templates” to avoid confusion with reports menu button
10.038.001	Finance	Ledger	Added new filters to load Nominal transaction when a company uses a single Nominal code for VAT/GST purposes.
10.038.001	CRM	Emails	Changed email tabs in projects etc to allow new emails even when in edit mode, as long as no unsaved changes have been made to the parent project.
10.038.001	Accounts	Order	Bug fixes to EDI import process as well as better error reporting
10.038.001	Accounts	Misc	All printed notes fields expanded to support 5x as many characters
10.038.001	Finance	Ledger	Nominal compare tab will only load data when that tab is visible
10.038.001	Finance	Ledger	If VAT/GST Nominal code selected, Analysis & Dept codes are ignored when loading records. The data returned will always show ‘All’ for both columns regardless.
10.038.001	Stock	Price and discount	Fixed issue where trying to make a new stock item with the pricing and discounting tab open would ask to save changes, even when none were made.
10.038.001	Stock	Ledger	History tab qty/value selection is now enabled
10.038.001	Stock	Ledger	History tab qty/value selection will remember user choice
10.038.001	Accounts	Ledger	History tab qty/value selection will remember user choice
10.038.001	Accounts	Ledger	History tab qty/value selection will remember user choice
10.038.001	Manufacturing	Misc	Works order print out now includes process route list.
10.038.001	System	Misc	Refs now allow 64 bit integer values
10.038.001	Accounts	Credit Control	Fixed a bug where accounts would be placed on credit hold when below the limit.
10.038.001	Accounts	Invoices/Credit Notes	New type of due date added. Month End + No of Days.

December 2021

Version	Category	Sub Area	External Notes
10.032.001	Accounts	Quote	Quotes tab now displays profit column correctly
10.032.001	Accounts	Quote	Fixed a bug where halted quotes could not be opened.
10.032.001	Accounts	Quote	Fixed a bug where quote header info was missing from print outs.
10.032.001	Accounts	Quote	Fixed a bug where no recipient email addresses appear when emailing a quote.
10.032.001	Accounts	Ledger	Improved speed when entering debt history tab from large accounts
10.032.001	Accounts	Order	New option, when printing a proforma invoice from an order, to only print allocated lines.
10.032.001	Accounts	Quote	Fixed bug where stock lookup in quote window would produce errors when using simple quote window.
10.032.001	Accounts	Order	Fixed bug where stock lookup in order window would produce errors when using simple order window.
10.032.001	CRM	Misc	Fixed a bug which would result in an error if the CRM tab was reloaded when no stock item was loaded
10.032.001	CRM	Misc	Fixed a bug which would result in an error if the BOM tab was reloaded when creating a new record
10.032.001	Stock	Price and discount	Fixed a bug where price rules could not be imported without removing columns.
10.032.001	CRM	Companies	Consolidated common company information, eg, VAT Nº & Company Reg Nº into the Company table from individual Debtors & Creditors ledgers.
10.032.001	Finance	MTD	Added support for DRC (Domestic Reverse Charge) into MTD (Making Tax Digital)
10.032.001	Accounts	Accounts Prefs	Added CIS (Construction Industry Scheme) code for DRC (Domestic Reverse Charge) support
10.032.001	Stock	Misc	Added GTIN prefix code in Sys Prefs to support company manufacturer’s new GTIN codes (Global Trade Item Number = Barcode)
10.032.001	Accounts	Order	Order import screen now uses preferences to determine the available direct connections
10.032.001	Accounts	Order	Order/transaction import screen redesigned to only show relevant radio button options
10.032.001	CRM	Companies	Added button to edit the main address of a company to the header tab.
10.032.001	CRM	Tasks	Fixed a bug where if the user was making a task for themselves but was sending it to a contact, the email would fail
10.032.001	CRM	Phone Logs	Turned off the default of connecting to existing tasks or leads when clicking their respective tabs, as there were issues with this preventing saving.
10.032.001	Finance	Dashboard/Day Book	Dashboard optimised for large databases.
10.032.001	Stock	Ledger	Fixed issue in the advanced tab where a drop down was able to be changed before editing the stock item
10.032.001	System	Base Classes	Added 3D effect for Graph screens for 2022.
10.032.001	Accounts	Ledger	New SL accounts default to sending invoices & statements via Email as a PDF
10.032.001	Accounts	Quote	Expired quotes are now closed by the system

November 2021

Version	Category	Sub Area	External Notes
10.026.001	System	Misc	Importing with the database tables viewer will now only run checks on updated or new lines, speeding up the process
10.026.001	System	Misc	A flag for mass import mode has been added to the system, allowing some checks and prompts to be ignored if running a mass import.
10.026.001	Accounts	Delivery Notes	When adding lines to a dispatch note we no longer show lines that have been fully dispatched but not yet invoiced
10.026.001	Stock	Order Allocation	Allocate Tab on the Allocated Tab has been renamed to “Progress” to avoid confusion
10.026.001	Manufacturing	Works Order Processing	WO Groups print consolidated picking sheets
10.026.001	Manufacturing	Works Order Processing	When reprinting a pick sheet for a WO it will automatically print the sheet for the entire WO group (if it belonged to one)
10.026.001	Manufacturing	Works Order Processing	Quick build now has option to build the product as a replacement item (which will not auto-allocate)
10.027.001	CRM	Actions	Fixed a bug where if a follow up task was created from an action, then cancelled to make edits to the action first, the action could not save.
10.027.001	Stock	Dispatch Planner	All lines tab now filters based on the status of the detail line not the header line.
10.027.001	Accounts	Reports	Fixed a bug where totals would not appear on orders list sl when showing details and sorting by due date.
10.027.001	Stock	Reports	Added new sorting options on production schedule report.
10.027.001	Manufacturing	Works Order Window	Fixed a bug where adding a document to an existing works order was not possible.
10.027.001	Manufacturing	QA Testing	Fixed bug that prevented a new set of test from being saved properly
10.027.001	Accounts	Quote	Fixed a bug where adding a document to an existing quote was not possible.
10.027.001	Accounts	Order	Fixed a bug where adding a document to an existing Order was not possible.
10.027.001	Accounts	Invoices/Credit Notes	Fixed a bug where adding a document to an existing invoice was not possible.
10.027.001	Accounts	Order/receiving	Fixed a bug where adding a document to an existing purchase order was not possible.
10.027.001	CRM	Projects	Fixed a bug that could make project substage unable to be changed manually.
10.027.001	Stock	Dispatch Planner	For Filter options the user must now shift to single select rather than shift to multi select.
10.027.001	Stock	Dispatch Planner	New Filter Check box for ‘ALL’
10.027.001	Stock	Stock Take	When printing stock take sheets, the user can now filter using multiple stock groups.
10.027.001	Accounts	Credit Control	Added fields to use ‘days_grace’ and ‘credit_grace_until_date’ to give greater flexibility on trading for this debtor
10.027.001	Accounts	Order	Choosing a delivery address on an order will no longer allow inactive addresses to be selected
10.027.001	Accounts	Order/receiving	PO lines that are not connected to stock will not be included in the delivery stock value calculations
10.027.001	Manufacturing	Misc	Fixes to “process as replacement” option for quick build automatic stock allocation
10.027.001	Accounts	Accounts Prefs	New preference can now force transaction lines with a value to have a product code, can be set for SL/PL and can be a restriction or a warning
10.027.001	Manufacturing	Works Order Window	Fixed bug where adding a new works order schedule would result in a crash.
10.027.001	Manufacturing	Works Order Window	Allowed the creation of new works order schedules when the works order is connected to an order.
10.027.001	Manufacturing	Works Order Window	After changing works order schedule qty, if there is a qty remaining to be built for that schedule, the schedule will be set to outstanding.
10.027.001	Accounts	Order	Adjusted totals in order details list in the sales ledger orders tab to be below the correct columns.
10.027.001	CRM	Leads	The date a lead enters each stage is now recorded.
10.027.001	CRM	Emails	More information is now given on the keep trying message when an email fails to send e.g. did the authentication fail? If so you may need to update your password.
10.027.001	System	Query Builder	Columns selected when show all columns is checked will remain visible when show all columns is unchecked.
10.027.001	System	Query Builder	Fixed graphical bug where column names would disappear on the conditions tab for windows users.
10.027.001	Stock	Ledger	Added 3 new stock utilities. 1 Create & save barcode images for a selected list of items. Check for orphaned barcode images. Clear ALL barcode images from BLOB table.
10.027.001	Stock	Ledger	Added export of all barcode images into ODT file for moving into another SQLWorks database. No option yet added for saving as PNG files, but that is to come.
10.027.001	Stock	Ledger	New function to import barcodes from an ODT file. It will remove duplicates from the import first. It will not currently update existing barcode images.
10.027.001	Stock	Price and discount	Adjusted pricing system to apply the default price only when either initially selecting to stock item or when all price rules are removed
10.027.001	Accounts	Order	Adjusted changing the delivery address so that it doesn’t reset the prices on lines without an applicable pricing rule
10.027.001	CRM	Emails	In the email imap tab, if you have a folder in your email account called SQLWorks, your SQLWorks mailbox will load first.
10.027.001	Accounts	Ledger	Works order tab in sales ledger now includes customer order number.
10.027.001	Accounts	Ledger	The user is now able to add new works orders from the works order tab in the sales ledger.
10.027.001	System	Misc	Fixed a bug where records would not save if the user had pasted data from their clipboard.
10.027.001	System	Misc	It is now possible to import excel documents from the database tables viewer.
10.027.001	CRM	Emails	Fixed issue where replying to or forwarding an email within SQLWorks would cause the contacts list to not be populated
10.027.001	Accounts	Quote	Quote authorisation model no longer allows changes away from a stage that requires authorisation
10.027.001	CRM	Projects	Fixed issue where the project substage could not be manually set in some places
10.027.001	Accounts	Ledger	Using the quick load buttons in the quote/order/transaction tabs will now clear the search field so that it loads correctly
10.027.001	Accounts	Ledger	Using the quick load buttons in the order/transaction tabs will now clear the search field so that it loads correctly
10.027.001	Stock	Ledger	The UN list of Dangerous Goods codes have been added to SQLWorks. Each stock item can have a list of associated DG codes added, eg IsoPro camping gas canisters have both Propane & Butane.
10.027.001	Accounts	Deliveries/Consolidations	A list of UN Dangerous Goods codes purchased from each supplier is automatically generated from the Stock ledger. This helps to decide how to split POs into separate order numbers, when there are restricted shipping conditions, eg, Lithium batteries.
10.027.001	System	Groups/Security	individual tabs can now be hidden by security from individual users. Users can also hide/show the table they are allowed to use and view.
10.027.001	Finance	Ledger	Fixed issue where loading transactions in the nominal ledger without a line selected in the analysis/department dropdown would prompt an error
10.027.001	Finance	Ledger	When loading transactions with multiple lines selected in the actual tab, it will now correctly prompt an error when an analysis or department code is not found.
10.027.001	Finance	Ledger	Fixed a bug where choosing a different year would not refresh the analysis/department drop downs to show the different combinations the selected year may have.
10.027.001	Accounts	Ledger	Stopped users amending nominal code to a reserved bank control code
10.027.001	Accounts	Ledger	Stopped users amending nominal code to a reserved bank control code
10.027.001	Finance	Ledger	Bank Nominal balance only uses Nominal code to get balance, and not the full 3D set of codes.
10.027.001	Finance	Ledger	Fixed issue with loading nominal transaction for codes associated with bank accounts where it would not show their analysis/department codes
10.027.001	Accounts	Order	SL authorisation has the option to restrict stage changes
10.027.001	Accounts	Quote	Added quote auth stages to the quote tab in SL accounts
10.027.001	Stock	Dashboard and Summary	Added In Transit deliveries to Stock Dashboard tab
10.027.001	CRM	Touchpoints	Fixed issue with touchpoints/CRM tab not allowing the user to make anything from it when the parent window has been opened in a separate window.
10.027.001	Accounts	Reports	Added ‘Skip print flag’ per set of sales transactions. if correction invoices & credit notes are applied to an account, these can be suppressed from appearing on the statement.
10.027.001	Accounts	Order	Authorisation column is now visible on the quotes and orders tab in the sales ledger
10.027.001	CRM	Emails	Email preview panel will now clear when loading a new account, so that it does not display an email from the previous account
10.032.001	Accounts	Invoices/Credit Notes	When saving a new sales ledger invoice, a check is now made to ensure the current invoice and current balance do NOT EXCEED the credit limit for the debtor. There is only override for Admin users.

October 2021

Version	Category	Sub Area	External Notes
10.021.001	Accounts	Invoices/Credit Notes	Fixed issue with duplicating a line as it was using the wrong checks.
10.021.001	Accounts	Invoices/Credit Notes	Choosing a stock item will now make sure prices and other line details are set to 0 when an error occurs instead of being empty
10.021.001	System	Query Builder	Can now double click a table in the tree list to add it to the query.
10.021.001	Manufacturing	Misc	Added option to set standard picking notes in accounts prefs
10.021.001	Manufacturing	Works Order Processing	Stock built via Works Orders can be automatically allocated to the customer order they were created from
10.021.001	Accounts	Payments/Allocs	BACs paid list now shows Inv Our Ref column for easier identification of invoice
10.021.001	Accounts	Ledger	New works order tab in the sales ledger.
10.021.001	Stock	Ledger	Changes to CIP flag field to make sure text can span across multiple lines.
10.021.001	Accounts	Order	Now possible to invoice halted orders if the correct override mode is set or the user is an Admin user.
10.021.001	Accounts	Reports	Customer order Pick sheets now contain our ref field.
10.021.001	Stock	Ordering Tab	Fixed bug with getting a barcode image in the ordering tab so that it can once again be used
10.021.001	Accounts	Ledger	Dashboard now groups invoices by days overdue i.e. 0-30 when preferences are set to group by due date.
10.021.001	Accounts	Ledger	Dashboard now groups invoices by days overdue i.e. 0-30 when preferences are set to group by due date.
10.021.001	Stock	Ledger	Barcode generator for EAN13 barcode types has been added
10.021.001	Stock	Misc	EAN13 barcode checksum validation has been implemented
10.023.001	Stock	Ledger	CIP Flag has been renamed to Lookup Notes – these notes will display whenever the product is selected in a stock lookup in SL/PL
10.023.001	Stock	Ledger	Added picking notes field to the stock notes group – this can be used to give info to the picking team
10.023.001	Accounts	Misc	A new preference has been added allowing setting of default returns terms for client facing stationary
10.023.001	Accounts	Misc	A new preference has been added allowing setting of default discount terms for client facing stationary
10.023.001	Accounts	Misc	2 preferences added to system preferences for file path capture (custom dev required)
10.023.001	Accounts	Ledger	Fixed bug where having the dashboard or directors tab open in the sales ledger would remove focus from the search field after a search
10.023.001	Finance	Misc	Amending the company on a payment record will now update the payee in the bank record as long as there are no other payments linked to that bank record.
10.023.002	Accounts	Quote	Progressing an order to invoice from the order screen will now correctly deregister the order so that the invoice can be made.
10.023.002	Stock	Ledger	Added barcode format selection (EAN13/UPC)
10.023.002	Stock	Assets	Added next service date and service frequency to Asset window
10.023.002	Stock	Assets	Next service date will prompt to automatically update to next date if current date has passed
10.023.002	Accounts	Accounts Prefs	Added a number of years and this year end option to all recurring date frequency choices
10.023.002	Finance	MTD	Added restrictions to only allow system users to make MTD requests
10.023.002	Finance	MTD	VAT list now refreshes correctly after MTD submission
10.023.002	CRM	Contacts	Contact full name is shown and automatically build from components (i.e. first name + initial + last name)
10.023.002	CRM	Contacts	When entering a contact full name it is automatically broken down into components (i.e. first name + initial + last name)
10.023.002	Stock	Dashboard and Summary	Fixed incorrect calculation for un-invoiced order quantity.
10.023.002	Accounts	Invoices/Credit Notes	Speed improvements for transaction tabs on accounts with a lot of invoices.
10.023.002	Accounts	Invoices/Credit Notes	New lines can be added to invoices and credit notes if they are unreconciled and not submitted via MTD
10.023.002	CRM	Emails	Deleting an email from the email tab in companies now correctly removes links to other records
10.023.002	Manufacturing	Works Order Processing	WO build process will not be allowed if it would result in overallocation to a customer order line
10.023.002	Manufacturing	Works Order Processing	Fixed issue where setting cancel qty equal to total qty would result in SQLWorks crashing.
10.023.002	Accounts	Ledger	Performance improvements for My activity tab when switching between high activity accounts.
10.023.002	Stock	Reports	Low level report now include options to check Low Level 1, Low Level 2, and Reorder Level.
10.026.001	CRM	Tasks	Adjusted disbursements tab on tasks so that disbursements could not be added if the disbursements system was not turned on
10.026.001	CRM	Tasks	Adjusted other tasks for the connected company list to not show the task currently being edited

September 2021

Version	Category	Sub Area	External Notes
10.019.001	System	Misc	Improvements to all search bars to reduce load delays, particularly when deleting characters
10.019.001	Accounts	Ledger	Added support to show totals of selected transactions to help with reconciling
10.019.001	System	Misc	Keyboard focus is maintained within the search bar after clicking in the list and cancelling a current edit
10.019.001	System	Misc	History list preference will not be cleared when using VPN mode, but will not be visible by default
10.019.001	CRM	Leads	Leads user list will default to all users to match the default search
10.019.001	Stock	Ledger	Fixes to “New Copy” process
10.019.001	System	Misc	History list will check that the record exists in the database before attempting to restore it
10.019.001	Accounts	Reports	Changes to dispatched orders report. details of invoiced orders now shown for each line. can now choose which date to use for difference column.
10.019.001	Accounts	Order	Added ability to include a VAT code on import of orders, quotes etc.
10.020.003	CRM	Tasks	Task ID is now a character type allowing for task prefixes and improved searching
10.020.003	Manufacturing	Works Order Window	Fixed issue preventing process routes from saving on works orders.
10.020.003	Manufacturing	Works Order Window	Fixed issue where the user was unable to save process route after adding a step due to a null value in the start time.
10.020.003	Accounts	Reports	Added contact details and credit limit to aged debtors report.
10.020.003	Accounts	Reports	Added contact details and credit limit to aged creditors report.
10.020.003	System	Users/Userprefs	New fields added for holiday allowance and employment start date
10.020.003	Accounts	Ledger	Added a Year table and Month tabs to filter petty cash results in the Transactions tab.
10.020.003	System	Update	If an update is required but the SharePoint is not available the user is not allowed to log in. The user must mount the server and retry.
10.020.003	CRM	Mailshots/Letters	Default email address on mailshots will now be initially set to the email of the current logged in user
10.020.003	Manufacturing	Works Order Processing	Process route window will close if the works order window that opened it is closed
10.020.003	Stock	Ledger	Auto Explode Kit option will now have the option to replace selected item as well as appending
10.020.003	Accounts	Order/receiving	Purchase orders can now use the auto explode option to add multiple lines of a kit together
10.020.003	Accounts	Invoices/Credit Notes	Purchase invoices can now use the auto explode option to add multiple lines of a kit together
10.020.003	Manufacturing	Works Order Processing	Works orders will now record the actual material stock cost used in component items, calculated from costs of actual batches used via lot number selection or FIFO
10.020.003	System	Base Classes	Each individual transaction record (i.e. order, quote invoice etc) cannot be edited in multiple windows at the same time
10.020.007	Manufacturing	Works Order Window	Works order element notes field will occupy all of notes tab if there are no analysis fields set up
10.020.007	Stock	Ledger	Minor display changes to grouping options within batches tab
10.020.007	Manufacturing	Works Order Processing	Building stock will update the material, overhead and labour costs of the stock item (if entered)
10.020.007	Stock	Misc	New utility to update all products with material, overhead and labour costs of the most recent batch
10.020.007	Accounts	Order	New contextual menu option on orders list to email pro forma invoice.
10.020.007	Accounts	Order	New contextual menu option on orders list to email dispatch note.
10.020.007	Accounts	Delivery Notes	New contextual menu option in dispatch planner to email dispatch notes.
10.020.007	Manufacturing	Misc	Production schedule report can now be sorted by due date.
10.020.007	Stock	Misc	New Notes field will prompt the user with a message after lookup in quote/order/invoice window.
10.020.007	System	Query Builder	Fixed issue where search criteria would disappear.
10.020.007	System	Query Builder	Added new search criteria for character columns to find any values in a csv.
10.020.007	Accounts	Batch Payments	Added extra functions to the PL Pre-set Payment run. CLEAR existing values to save them. Added running balance of funds to where funds expire. Added sort order for balance of invoices. Fixed setting date. Added setting of date and amount from existing saved values.
10.020.010	Accounts	Misc	Fixed a bug that was preventing a record from being halted before it was modified
10.020.010	System	Base Classes	Fixed a memory leak that occurred during the close of a window
10.020.010	System	Base Classes	Warning messages regarding records that are not being properly deregistered will no longer stop order processing
10.020.010	Manufacturing	Documentation	Added controls for opening, editing and removing documents
10.020.010	Accounts	Ledger	Fixed redraw issue when toggling ‘my activity’ on recent activity tab
10.020.010	Accounts	Ledger	Added “My Activity’ toggle to myActivity tab, defaults to all activity
10.020.010	Finance	Ledger	Fixed a bug when validating nominal codes where if there was an issue it could sometimes end up in a loop
10.020.010	System	Query Builder	Added the ability to create calculated columns in the query builder.
10.020.010	System	Query Builder	By default queries will now start with no conditions.
10.020.010	System	Query Builder	Fixed issue where conditions like column1 = 0 would not add a condition.
10.020.010	Accounts	Delivery Notes	Amended the Add Line to Delivery Note screen in the Sales Ledger to reduce the amount of columns displayed and filter out any delivered items.
10.020.010	Stock	Ledger	Works order tab is now sorted with most recent orders at the top of the list
10.020.010	Manufacturing	Works Order Window	A reset button has been added to the WO allowing you to reset the start-finish dates for all steps in the process route
10.020.010	CRM	Emails	Fixed issue where emails mistakenly dragged into SQLWorks were not able to be removed.
10.020.010	CRM	Emails	Added the ability to unlink an email from a project without removing it from the system
10.020.010	CRM	Emails	Added the ability for CRM admins to delete otherwise undeletable emails from a project that have been mistakenly added
10.020.010	Manufacturing	Works Order Processing	When unbuilding a WO, stock will be taken from the batch created by the initial build, if not found a warning message will be displayed and you can optionally continue with a different batch
10.020.010	Manufacturing	Works Order Processing	Fixes to unbuild process
10.020.010	Finance	Ledger	Bank transaction record increased in size to record many BACS company names
10.020.010	Finance	Ledger	Drill down ability added to Bank Transaction list window
10.020.010	System	Pref & Function Objects	Audit log now includes creation and last modification info of selected record
10.020.010	Accounts	Ledger	Fixes to new statement function
10.020.010	Finance	Ledger	Corrections to get info function on the unreconciled items tab
10.020.010	System	Base Classes	Corrections to duplication process
10.020.010	System	Sign In	A list of databases for multi company sign on can now be defined per workstation
10.020.010	CRM	Addresses	Town, County & Country now have Type Ahead lookup values as set below: Code = 1 char, Names = 2 chars. All can now Insert at the time of type ahead
10.020.010	CRM	Companies	Fixed a bug where making a new company with a default address would not allow saving, as the address had not been given a default type
10.020.010	Accounts	Order	Selecting multiple order headers now loads all selected order details in the details list.
10.020.010	Finance	Misc	Fixed loophole where editing a bank record would alter the amount on an allocated payment/receipt.
10.020.010	Stock	Dashboard and Summary	Fixed a problem with pending stock analysis where invoiced delivery notes would show as pending.
10.020.010	Accounts	Ledger	For the Stock History tab in sales ledger, the user can now toggle between Value per month and quantity per month.
10.020.010	Accounts	Ledger	For the Stock History tab in sales ledger, the user can now “Drill Down” on each line to see records which comprise the totals by right clicking.
10.020.010	Accounts	Ledger	For the Stock History tab in purchase ledger, the user can now toggle between value per month and quantity per month.
10.020.010	Accounts	Ledger	For the Stock History tab in purchase ledger, the user can now “Drill Down” on each line to see records which comprise the totals by right clicking.
10.020.010	Accounts	Invoices/Credit Notes	Fixed issue with duplicating a line as it was using the wrong checks.

August 2021

Version	Category	Sub Area	External Notes
10.018.001	Accounts	Ledger	Added option to alert a client when they are put on credit hold, including a date of that action
10.018.001	System	Gui4	Fixed a problem where notes fields would not display in the correct location
10.018.001	Finance	Ledger	Changes made to new vat period code creation to allow for new vat duration options.
10.018.001	CRM	Actions	Set up a number of automatic actions for creating invoices/orders/quotes and changing order/quote status
10.018.001	Accounts	Order	Added file type restriction to terms and conditions file when automatically adding to the sales order email (now pdf/jpg/png only)
10.018.001	Stock	Ledger	Stock items can now set the authorisation status of a sales order – i.e. sales of certain items may require managerial approval
10.018.001	Accounts	Order	Customer authorisation status will be updated when selecting a product, duplicating an order or converting a quote (order will be set to highest product status)
10.018.001	Accounts	Order	Can no longer print or invoice an unauthorised order
10.018.001	Stock	Ledger	SOP and POP stock qty values will no longer include orders that have not been authorised in either ledger
10.018.001	CRM	Leads	Leads can specify the setup costs, setup profit of a new lead, along side the value & profit of a lead
10.018.001	CRM	Leads	The term length in months can now be specified per lead.
10.018.001	Stock	Stock Take	Fixed bug which prevented the creation of new stock takes.
10.018.001	System	Navbar & Menus	Changes made to search bar. There is now a delay while typing before the list is searched in an effort to reduce lag.
10.018.001	System	Misc	Importing from the data viewer no longer requires the pkey column as long as the unique code column is present.
10.018.001	CRM	Mailshots/Letters	Fixed bug which prevented https:// links from opening when emailed.
10.018.001	CRM	Mailshots/Letters	Ensured images which are dragged from computer into letter writer are inserted in the correct location.
10.018.001	CRM	Mailshots/Letters	When creating a new mailshot we now set the margins to 0.5 rather than 3 by default.
10.018.001	System	Query Builder	Fixed issue where scroll bar on columns list would change position when a column was selected.
10.018.001	Accounts	Ledger	Fixed a bug where changing bank code on purchase account would clear nomcode, deptcode etc.
10.018.001	Accounts	Order	New Pro Forma invoice layout printable from orders window.
10.018.001	System	Gui4	Windows cannot be restored to less than 100 height and 200 width
10.018.001	CRM	Diary	Fixed bug where diary appointments could clash with themselves when editing the text without changing the date
10.018.001	Accounts	Order/receiving	Each supplier can have a default consolidation freight method set
10.018.001	Accounts	Deliveries/Consolidations	Deliveries and Consolidations tab has been split into two separate tabs
10.018.001	Accounts	Misc	Addition of modified state calculations throughout the sales ledger
10.018.001	Accounts	Misc	Addition of modified state calculations throughout the purchase ledger
10.018.005	Stock	Ledger	Adjusted the movements tab layout for windows so that everything fits
10.018.005	Accounts	Contracts	Lineal users can add a quote from a list of contracts, so you don’t have to open the contract first.
10.018.005	Accounts	Contracts	Lineal contracts populate the Quote section correctly
10.018.005	Accounts	Invoices/Credit Notes	Lineal invoice system updates Inv Totals correctly when amending line Qty
10.018.005	CRM	Leads	Fixed bug where the source dropdown would include source notes ion the options
10.018.005	CRM	Leads	Fixed prompt on adding a lead source that was not in the lead source table so that it would display properly
10.018.005	Accounts	Accounts Prefs	Added a field to save the Australian Tax Office (ATO) BAS instalment rate for the current financial year.
10.018.005	Finance	Ledger	Australian Tax Office (ATO) Business Activity Statement (BAS) now supported
10.018.005	Accounts	Misc	Fixed problem which resulted in payment types displaying as 1-6
10.018.005	CRM	Emails	Improved speed and reliability for IMAP email reading.
10.018.005	Accounts	Invoices/Credit Notes	New setting allows stock costs to automatically update based on the most recent purchase invoice
10.018.005	Stock	Misc	New utility allows the user to automatically recalculate all stock lines based on most recent purchase order or most recent purchase invoice.
10.018.005	Stock	Reports	Stock movements report optimised when using a subset of stock items.
10.018.005	Finance	Ledger	Added no of items count to unreconciled bank transaction tab
10.018.005	Manufacturing	Process Routes	Fixes to calculations of predicted times
10.018.005	Manufacturing	Process Routes	Actual lag time now calculated from step delay
10.018.005	Finance	Ledger	Removed references to TAX for UK, replaced with VAT
10.018.005	Accounts	Order/receiving	If specified on the product a PO line cannot be received without specifying a Lot Number
10.018.005	System	Misc	Clicking on the first line of a filter list (next to search bar) will no longer cause an error
10.019.001	Accounts	Order/receiving	Batch certificates and other documentation can be dragged in and set against a PO delivery line when receiving stock

July 2021

Version	Category	Sub Area	External Notes
10.016.003	Accounts	Order/receiving	Fixed a display issue that presented when saving a PO delivery
10.016.003	Accounts	Order/receiving	When preferences require a PO to be linked to an SO you are now able to cancel the order despite not having a link
10.016.003	Finance	Journals	The New/Duplicate/Edit Journal screens can now export the journal lines using RM Click option
10.016.003	Finance	Journals	When changing the date of a Journal on Line 1, you will now be prompted to change ALL lines to new value. This is required when you Duplicate an existing Journal from a different period.
10.017.001	CRM	Leads	Leads sources will now look up from the lead sources table for the drop down choice. Sources can be restricted to only entries from this table via a new CRM preference.
10.017.001	System	Printing/Exporting V2	Fixed a bug where selecting output as preview for certain reports was not working
10.017.001	Stock	Stock Take	Fixed a bug where the preference for making nominal journals when doing stock audits was not being respected.
10.017.001	Accounts	Deliveries/Consolidations	Users are no longer allowed to recieve stock from a purchase order with a delivery date set in the future.
10.017.001	CRM	Emails	In email tab under crm tab. Draging emails from mailbox into sqlworks could result in emails with no body text or html being saved. This is no longer allowed
10.017.001	Accounts	Reports	Fixed totals column in PL Orders report when sorting by stock code.
10.017.001	Stock	Misc	Description has been removed from stock lookup.
10.017.001	Accounts	Ledger	Stock tab anual summary tab export now has month names in column headers.
10.017.001	Manufacturing	Process Routes	A process route can now be copied to another stock item via a right click menu on the workshop map
10.017.001	Manufacturing	Process Routes	When copying a process route to a new stock item you are given the option to make it the default route
10.017.001	Manufacturing	Works Order Window	Costs now display at correct dp
10.017.001	Manufacturing	Works Order Window	Process route cost panel redesigned for clarity
10.017.001	Stock	Reports	More space given to display stock qty on movements report
10.017.001	CRM	Contacts	When setting up contacts for B2B access, the button to send them their login details now opens an email window prepopulated with the necessary information.
10.017.002	Accounts	Order	Added invoiced status as a searchable option for order line detail,
10.017.002	CRM	Projects	Added a page for quote notes to the spec pack and job folder
10.017.002	CRM	Projects	Added filter type to show all active versions and added a total by account manager to pipeline anaysis report
10.017.002	CRM	Projects	Fixed bug where the care job pack was not correctly loading th work appointments for the project
10.017.002	System	Misc	Added utility to create a SQLWorks change log document to send out to clients with updates
10.017.002	CRM	Diary	Fixed a bug which prevented diary appointments from being moved via drag and drop.
10.017.002	Accounts	Order/receiving	We now indicate if the purchase order is a Forward Order type in the Orders Tab.
10.017.002	Accounts	Ledger	Added a value per supplier to indicate when a PO moves from being a Forward Order to a live Order. If vlaue is zero, then the systemn value will be used.
10.017.002	Stock	Transactions & History	Show in the dashboard if the Cust or Purchase order is a Forward Order type
10.017.002	Accounts	Order	Fixed issue where price would be changed even if P&D rules were set to not apply when changing the delivery address
10.017.002	Accounts	Invoices/Credit Notes	Adjusted payment data import to look for the default analysis code for the account manager instead of just the override.
10.017.002	Accounts	Order	If the qty is ammended to 0 on the last line of a delivery note, the delivery note is now deleted.
10.017.002	CRM	Companies	Companies list no longer loads the first line on entry (unless history lists are enabled)
10.017.002	System	Query Builder	Fixed a bug preventing the query data from being exported
10.017.002	System	Query Builder	A blank column is added to the end of preview list so all columns have the correct width.
10.017.002	System	Query Builder	Fixed bug where a query would attempt to be created when no base table was selected.
10.017.002	Accounts	Accounts Prefs	Payment methods now stored in a grid. Transaction fees can be specified by payment type.
10.017.002	Accounts	Receipts/Allocs	If the payment type has a specified transaction type, either a payment will be added to a purchase account or a sundry cash record will be added to cover this fee.
10.017.002	System	Pref & Function Objects	Stoped message regarding unknown UD fields from appearing
10.017.005	Accounts	Order	Orders tab address tab now has copy to clipboard button.
10.017.005	Accounts	Invoices/Credit Notes	Transactions tab address tab now has copy to clipboard button.
10.017.005	Accounts	Order	Search box on orders tab now searches for delivery numbers.
10.017.005	System	Logs (server, error etc)	Audit Log renamed to Change Log
10.017.005	Accounts	Misc	Updated reset contract paid dates utility so that paid dates can be cleared
10.017.005	System	Printing/Exporting	Quotes and Orders wiill include their transaction number in the file name by default
10.017.005	Stock	Ledger	Fixes to BOM cost caclulations regarding uplift
10.017.005	System	Query Builder	Fixed Bug which meant if you tried to order by a concatinated column, the query would fail.
10.017.005	CRM	Projects	Added DP only options to sash window lines
10.017.005	CRM	Projects	Added underfloor section to payment elements
10.017.005	CRM	Projects	Added preference to change how the percent split between DP and CosyGlazing components is calculated
10.017.005	CRM	Reports	Added an option to print the surveyor conversion report by account manager
10.017.005	Finance	Journals	Added company name to the text of journals automatically created from deposits made on a project
10.017.005	CRM	Projects	When making a new phase, a prompt has been added to copy payment elements over
10.017.005	CRM	Projects	Creating a new version now copies the emails from the previous version
10.017.005	CRM	Projects	Created ventilation forms for the Spec and Job packs
10.017.005	CRM	Projects	Projects will now be sorted by name after other sorting is applied
10.017.005	CRM	Companies	Fixed the new company window so that SL and PL creation is not apparent in a non-accounting installation
10.017.005	System	Timers	If a scheduled daily timer runs early, the next timer start will be on the same day if possible.
10.017.005	CRM	Projects	Adjusted labels on care forms
10.017.005	CRM	Reports	Added new columns to the Project Contacts report
10.017.005	Stock	Ledger	Added Economic Order Qty (EOQ) which will be the default order qty when this item is selected in PL or WO
10.017.005	Accounts	Order/receiving	Bug fixes to ensure min purchase qty is honoured if specified
10.017.005	CRM	Diary	Fixed bug where the list view of the diary would not filter by layers selected
10.017.005	CRM	Diary	Ensured appointments made would add their initials to the diary list view
10.017.005	Manufacturing	Works Order Processing	Lot number selection now shows bin and warehouse information
10.017.005	Manufacturing	Works Order Processing	Lot number selection within a WO is restricted to the same warehouse as the component
10.017.005	Accounts	Invoices/Credit Notes	Fixed label printing capability for web orders
10.018.001	Manufacturing	Works Order Processing	Added completion controls for process routes to completion tab in Works order
10.018.001	Manufacturing	Works Order Processing	Works Orders will now plot future dates and runtime considering workcenter availaibly
10.018.001	Accounts	Accounts Prefs	A check is now made to make sure ALL actions for MTD are run on Macs with OSX 10.15 (Catalina), or higher, eg, Big Sur
10.018.001	CRM	Projects	Changed Invoice reference code so if we have an invoice on the tenth or greater fee prop. the code will display correctly.
10.018.001	CRM	Misc	LAMP tasks which are not for SQLWorks team now create and send an email to lineals freshdesk address.
10.018.001	Accounts	Ledger	Added option to alert a client when they are put on CREDIT HOLD, including a date of that action

June 2021

Version	Category	Sub Area	External Notes
10.015.013	Manufacturing	Works Order Window	Works order schedule cost per item is now calculated correctly
10.015.013	Core	Pref & Function Objects	When prefs are modified, all users will now reload the new preferences.
10.015.013	Accounts	Misc	Journal window has been updated to be clearer for Add to VAT ledger function
10.015.013	Accounts	Misc	VAT window now calculates the boxes correctly for Add to VAT ledger function
10.015.013	Accounts	Misc	VAT drill down list is much faster to show the detail lines.
10.015.013	Accounts	Misc	VAT drill down now calculates correctly for Add to VAT ledger function
10.015.013	Accounts	Misc	Fraud headers not tested by client, just emailed to Lineal.
10.015.013	Stock	Price and discount	The P&D screen has had a number of cosmetic changes for ease of use
10.015.013	Stock	Price and discount	The P&D screen will now prompt to save when leaving with unsaved changes
10.015.013	Stock	Ledger	Non-Stocked Item selection is now a radio button in stock ordering tab
10.015.013	Stock	Ledger	stock location field added to stock ordering tab in stock ledger
10.015.013	Core	Users/Userprefs	Admin users can amend user prefs for their staff
10.015.020	Stock	Pricing	Expanded options to choose RRP for retail price customers
10.015.020	Accounts	Reports	Added report for stock prices per customer in the sales ledger, taking P&D rules into account
10.015.020	Stock	Price and discount	Changed PAD details to not show duplicate/unnecessary information
10.015.020			Added a new excel import to update client types
10.015.020	Manufacturing	Works Order Window	Material cost per item now calculated correctly.
10.015.020	Accounts	Reports	New Order List SL report option to only show orders which have been part shipped.
10.015.020	Accounts	Quote	Fixed Bug preventing Quotes from saving on a lead.
10.015.020	Accounts	Order	New checks seek to alert the user when we believe the user is opening an order which in already being viewed.
10.015.020	Core	Misc	Fixed problem which would cause a unnessesary message to pop up during sign out.
10.015.020	Stock	Stock movements & Qty	Order report now correctly shows warehouse qty.
10.015.020	Core	Users/Userprefs	Fixed prompt which made no sense when creating a new user.
10.015.020			Instead of asking the user if we should email a FeeProp, we ask if we should save the fee prop to the project folder.
10.015.020			When creating a new project, we now automatically create a new company if none were provided.
10.015.020	CRM	Leads	Changing ‘lead source’ now correctly sets the record as modified, allowing it to be saved
10.015.020	Core	Pref & Function Objects	Numeric columns with decimal places are exported to Excel as number fields with thousand seperator (i.e 1,000.00)
10.015.022	Accounts	Invoices/Credit Notes	Updated the prompt behaviour when detecting changes in the price of an invoice
10.015.022	Accounts	Invoices/Credit Notes	Updated the prompt behaviour when detecting changes in the price of an invoice
10.015.022	Accounts	Invoices/Credit Notes	Added conditions for not applying price and discount rules when editing invoices if the invoice comes from a quote or order
10.015.022	Core	Base4	General stability fixes within core data process
10.015.022	Accounts	Ledger	Cancelling edits to a sales ledger account will now also visibly cancel unsaved edits and additions to the P&D rules.
10.015.022	Core	Base Classes	Navigating away from a record being edited and choosing not to save will now correctly reset everything.
10.015.022	Accounts	Misc	When adding a new cashbook entry from the VAT ledger, you now cannot enter values into the Tax fields.
10.016.001	Accounts	Misc	Added T1 – T4 fields for Australian BAS production.
10.016.001	Accounts	Misc	Fixed problem preventing turnover tab filtering by nominal code in the debt history tab
10.016.001	Core	Error Handler	Prevented an odd message regarding transaction mode from appearing.
10.016.001	Core	Error Handler	Fixed string of errors created when recieving a purchase delivery.
10.016.001	Stock	Stock Take	When printing check sheets there is a new prompt to remove confusion about whether all or just the current sheet will be printed
10.016.001	Stock	Stock Take	You are now able to create a stock take based on Bin + Brand combination
10.016.001	System	SW prefs/Client Data	B2B 2FA codes will now be tagged as the company auth codes rather than SQLWorks.
10.016.001	Accounts	B2B	Clicking the logo will now return the user to the home page
10.016.001	Accounts	B2B	Quantities in the basket will now display as a whole number
10.016.001	Accounts	B2B	Back orders message has been amended
10.016.001	Stock	Order Allocation	Order pick sheets are now restricted to only show stock in pick and bulk bin locations
10.016.001	System	Misc	Adjusted exports so that they will not prompt twice to replace a file if it already exists.
10.016.001	CRM	Diary	Fixed issue where selecting a group on the diary screen would show appointments for all users instead of just those in that group
10.016.001	CRM	Diary	Fixed issue where unselecting a user while all users is selected would not hide that user
10.016.001	Stock	Transactions & History	History by clients list export now uses month names for column headers
10.016.001	CRM	Projects	Added special plexi required option to the project summary tab. This will be displayed on house detail forms
10.016.001	CRM	Projects	Added What Three Words to the project site address tab. This will be displayed on all payment element lists in the spec pack and job folders.
10.016.001	System	Timers	Fixed bug which resulted in users being kicked out after being logged in consistently for 7 days.
10.016.001	Stock	Price and discount	Changed rule name label to be more clear on both stock ledger and sales ledger P&D tabs
10.016.001	Accounts	Order	Added Channel Islands and Isle of Man to list of countries that carriage can apply to
10.016.001	Accounts	Order/receiving	When printing an order request, you now choose order lines and qty before selecting a print destination rather than after.
10.016.001	Manufacturing	Works Order Groups	Fixed a problem which would cause the loss of any engineering documents assigned to a product whenever the user creates a works order from a customer order.
10.016.001	Accounts	Reports	New default report for customer order deliveries.
10.016.001	System	SW Prefs/Client Data	Fixed a message that would appear when issuing an update if core system tables have been modified.
10.016.001	System	Gui4	Prevented an unwanted prompt from appearing during the save process.
10.016.003	CRM	File Store	When adding a document to a quote or order with one line, the document will be assigned to this line automaticaly.

May 2021

Version	Module	Sub Area	External Notes
10015	Stock	Stock Take	Stock take willl now prompt for stock movement date and warn if that date is locked
10015	CRM	Leads	Actions grid on leads list now displays date of action rather than date of action creation
10015	CRM	Companies	Reports for Companies can now be output to RTF and a special SQLWorks format.
10015	Accounts	Order/receiving	Fixed a bug which caused a message regarding engineering docs to appeear when emailing an order when no such docs exist.
10015	CRM	File Store	New Document window automatically displays scaled image
10015	Manufacturing	Works Order Window	Fixed a redraw issue when dragging documents into the window
10015	Manufacturing	Works Order Processing	You can now delete works orders as long as no stock has been moved, process route has not been completed and there is no locked QA test associated with it
10015	Core	Reporting	Reports can be saved as RTF and a few other new formats. There is the option of then emailing the completed report to a person.
10015	Accounts	Account	Corrections to the prompted error messages during account check
10015	Accounts	Account	Corrections to the prompted error messages during account check
10015	Stock	Ledger	On stock check we now only check nominal usage for valid nominal codes
10015	Stock	Ledger	Removed “Trade Discount Rate” field, trade discount can be set at SL account level or customised via pricing and discounting
10015	Core	Search Bars	Most search fields above lists will now extend when the list is made bigger
10015	Core	Reporting	Made the reports menu more visible on windows machines
10015	Accounts	Invoices/Credit Notes	Added Postponed VAT checks and option to amend values if transaction is not locked
10015	Accounts	Order	New checks when creating delivery notes. Cannot deliver more than what is outstanding on the order.
10015	Accounts	Invoices/Credit Notes	New Checks when invoicing deliveries lets you know when a delivery is underinvoiced
10015	CRM	Tasks	Added an alert that will warn if user assigned tassk could not be loaded due to mis-configured security settings
10015			Added gross amount calculations so that window display amount matches agreed invoice amount
10015	Stock	Transactions & History	Additional restrictions added to stock movement creation
10015	CRM	Companies	When making a new company we always ask if we want to add it to the SL
10015	Core	Navbar & Menus	A new menu option exists that will reset all window display options for the signed in user
10015	Finance	Audit	Carry forward balances utility does additional checks
10015			Fixed the supplier / product info when moving quote options to order
10015	Core	Users/Userprefs	Users are now able to change their password from the user menu in SQLWorks.
10015	Core	Pref & Function Objects	Improvments to the Excel export including variable column widths, column alignment & column formats

April 2021

Module	Version	External Notes	New Feature?
PR	1015	Fixed prompts when making new companies so it won’t ask to add a sales or purchase account if there is no address
MAN	1014	New WIP stock report. Shows qty and value of stock currently under construction.
STK	1014	New column in the projected and processed transactions tabs called ‘Ref’ For works orders this column will show the customer order which is connected to the works order. Any other transaction type will show ‘Our Ref’ for that transaction	Y
PL	1014	Fixed a bug preventing the user from assigning a purchase invoice to a different client
NOM	1014	Nominal Journals can now update either the Net value or the Tax value in the Tax (VAT/GST) module	Y
VAT	1014	HMRC VAT Fraud Headers Vers 3 is now supported for MTD	Y
VAT	1014	Postponed Import VAT from freight handlers is now supported in PL Invoices & VAT MTD	Y
SYS	1014	Users can identify technical information to aid support by showing values when needed. Details will be provided by the support agent when needed.	Y
PDD	1014	Added P/order value (ex VAT) to Delivery Header Complex window	Y
STK	1014	Change to available qty calculation – if stock is pending it is not considered as available, e.g. delivery notes that have left the building
STK	1014	QA Certificates can be printed in preview without locking.
STK	1014	QA Certificates can be printed before WO is build
PR	1014	Address Tabs now show which is the Main Address for the company	Y
STK	1012	Added column to P&D to set a unit price per when the price rule applies	Y
VAT	1012	A new date field has been added to show when the last Calculate Tax option has been run. Useful for Australian BAS production.	Y
PL	1012	Disabled return key = new line on PL delivery window
STK	1012	Saving a PL invoice will no longer update the default cost for a product since the discount is unknown, this feature is now only available during saving of the PO.
NOM	1012	Fixed a bug where changing Nominal codes for multi transactions was not allowed.
PL	1012	In Purchase order receiving window, the label which said cancel order line has been changed to cancel remaining quantity.
SL	1012	Quote, order, invoice details sections have a new button to allow the user to look up customer specific parts.
SL	1012	Quantity’s on order list sl report will now show decimal places
MAN	1012	Stock batches now track source batch (for transfers) as well as maintaining links to the PO or WO that generated them
MAN	1012	Lot number generation for built WO batches
MAN	1012	Lot number tracking against component items during Work Order builds	Y
STK	1012	QA Certificate System	Y
SL	1012	Redesigned “Double” Layout for quote, order and invoice windows
PR	1012	Added field for company domain name to be recorded, along with website, and main email address. In utility screen, there is an option to auto set this data from existing data	Y
SL	1012	Prevented imported quotes, orders and invoices from being affected by P&D, ensuring consistency in the data.	Y

March 2021

Module	Version	Published Notes	New Feature?
MAIN	1011	The About SQLWorks window now shows technical information to assist support enquiries.	Y
VAT	1011	Updated SQLWorks for MTD v3 fraud prevention headers	Y
STK	1010	Added utility to export pricing rules in P&D to a CSV file.	Y
SL	1010	Fixes to order and quote number sequence check utility
STK	1010	Added Lot number selection to works orders
CRM	1010	Fixed bug preventing notifications created by client reviews from sending.
MAN	1010	Fixed Bug preventing cancel quantities being entered for works orders where the quantity is less than 0.5
STK	1010	New Assets tab available for purchase ledger.
STK	1010	Can now see all purchase orders linked to an asset in the assets window
STK	1010	Can now assign a purchase order to an asset
STK	1010	Can now assign a purchase account to an asset.
STK	1010	Customer part numbers against stock items are now searchable	Y
STK	1010	Added utility to import pricing rules, including against specific stock items or sales accounts	Y
ALL	1010	To improve performance, the first account is not automatically loaded when you first open any account window. This might be limited to when using a VPN connection in the futire or set as a user option	Y
SL	1010003	Expanded section on shipment weight in quotes orders and invoices to allow for net, tare and gross weight
Bank	1010003	Updated cashbook bank check utility

February 2021

Module	Version	Published Notes	New Feature?
Sales	10009	Sales monthly summary now accounts for part complete orders
Sales	10009	Sales History analysis now shows a breakdown list at the bottom
Stock	10009	Stock ledger summary header tab now accounts for deliveries which hav not been invoiced
Stock	10009	Stock ledger Dashboard Orders group. added dispatch qty to cod list and rec qty to pod tab
Stock	10009	Bom Export now shows every level of components for an item.
Sales	10009	Invoices with a certificate will now print those when emailing	Y
Stock	10009	When making a new copy from the stock ledger. The user is now able to copy the BOM to the new product.	Y
Stock	10009	When making a new copy from the stock ledger. The user is now able to copy the production route to the new product.	Y
Core	10009	Fixed date sorting in error log
STK	10009	Added stock utility to adjust the prices of all selected stock items by a specified percentage	Y
SL/PL	10009	Set stock quantity display lists in transactions to only display as many decimal places as needed
STK	10009	Redesign of dispatch planner
STK	10009	A new preference setting has been added that allows you to automatically generate stock if there is not enough when processing invoices, this advance stock is automatically depleted when new stock is received and can be limited to only allow advance stock up to the outstanding PO/WO value	Y
STK	10009	When prompting to chose a del no to invoice, only Un invoiced dispatch nos are listed
STK	10009	No prompt given about which dispatch note to invoice if there is only one to choose
STK	10009	WO in and WO out qty now listed separately in stock screen
PL	10009	Complete consolidation journals get the same JNO reference
PL	10009	Fixed the halting of purchase orders to correctly show messages and open existing halted orders successfully.
Stock	10009	Added report for counting into warehouse for all deliveries on a Consolidation	Y
Stock	10009	When making a new copy of a product with a bill of materials and/or process routes, the user will be given the option to copy these over to the new product before saving.
Assets	10009	Minor bug fixes in Asset edit window
Assets	10009	Renamed Equipment to Asset
Sales	10009	Can now save documents to invoices without first saving the invoice.	Y
Stock	10009	Can now see forward order status in transactions tab.	Y
Stock	10009	New notes fields in the stock ledger. One will carry over to sales order notes, the other will carry over to purchase order notes.	Y
Sales	10009	New dispatched orders report shows every dispatch with products and qtys for a given date range.	Y
Sales	10009	New report Sales History Analysis shows all quotes orders and invoices and totals by month.	Y
Sales	10009	New report Sales Monthly Summary shows totals for each month	Y
Sales	10009	Certificates attached to a batch will be brought over to invoices	Y
Manufacturing	10009	Certificates attached to a batch will be brought over to a works order when taking stock	Y
Accounts	10009	Can now set a certificate document type in accounts prefs.	Y

January 2021

Module	Version	Published Notes	New Feature?
STK	10008	Added on cost standard field to stock
SL	10007	Added 2ndEORI number for Northern Ireland for each Sales account
Setup	10007	Added 2ndEORI number for Northern Ireland
CORE	10007	New windows will now open with their own preset size and position rather than system default
STOCK	10007	Added WOP qty to projected stock report
STOCK	10007	Removed the need to set a product as a kit – all fields now visible by default
SL	10007	Bu fix to correct the order summary report to use the order date, rather than date entered
MAIN	10006	Added sort function to all lists in the Caliach Vision Data Viewer window
CRM	10006	Test added for two iCal calendars with the same name.	Y
CRM	10006	Fixed issue from Nominal transaction list for GetInfo
CORE	10006	GetInfo will no longer throw an error if used with a list that does not support it
ALL	10006	If history lists are turned on (for stock, SL, PL and company lists) the list will show the last viewed item rather than the top item in the list

December 2020

Module	Version	Published Notes	New Feature?
PL	10006	Fixed setting Delivery Country in Purchase Orders
STK	10006	BOM / Kit tab now only visible if you have works orders enabled
core	10006	Fixed a problem where SQLWorks would not remember the last size and location of windows after logging out and in.
Core	10006	Fixed graphical problem causing search boxes to appear in the wrong place
SL	10006	Fixed a problem in the stock tab in the sales ledger where descriptions were incorrect.
SL	10006	When printing invoices to pdf we no longer prompt page setup.
Docs	10006	Fixed problem which prevented new documents saving correctly.
PL	10006	Admins can now add/remove PO from consolidations while they are ‘In Transit’	Y
PL	10006	When adding PO lines, if the header DUE DATE is after the LINE item Due date, the line item DUE DATE will be set to match the header value. Then items will never arrive earlier, but could come later.	Y
PL	10006	Fixed issue where the orders tab wasn’t loading halted items in the purchase ledger
SL	10006	Fixes to print unprinted invoices routine to correctly print an invoice selection
Stock	10006	Added functionality to copy Pricing and Discounting rules when duplicating stock items	Y
Documents	10006	Removed older “Crystal reports” and “Letters” sections from “Document Management”, added new letters section to “CRM”

November 2020

Module	Version	Published Notes	New Feature?
SL	10006	Engineering Documents linked to order lines will be carried over to works orders
SL	10006	Users are now able to link a document to an order line.
SL	10006	Added a new option when allowing back orders in the sales ledger. Ring first before allowing back order.	Y
PL	10005	Updated the design of the PL remittance report
PR List	10005	Added hourly rate to employees table. This is set as a hidden field and can be used in manufacturing costing processes
Stock	10005	Increased number of DP for the cost of components from 3 suppliers	Y
PL	10005	Added default Warehouse to take stock from and build W/O for suppliers marked as ‘Internal’	Y
SL	10005	Bug fixes to allow change of payment type in SL receipt window
SL	10005	Can now enter a cancel qty when cancelling order lines.
Stock	10005	Barcodes can now be made in EAN13 format, and printed onto POS labels	Y
ALL	10004	New change log now shows a window where you can track changes to the record – use filters to see just for a single column, user or date range	Y

October 2020

Module	Version	Published Notes	New Feature?
SL/PL/CMP	10004	Added history list option to SL PL and Company windows that records the last 50 companies viewed, keeping the most recent on top so that you can quickly jump to a recent company or account. Open the history list by clicking the logo to the left of the search box	Y
SL	10004	Increase SL account notes to 10000 char limit
DOCS	10004	Fixed problem when viewing document meta data.
CRM	10004	Added Print Analysis button in Diary screen (Wide mode version)	Y
PL	10004	Show longer Stock description in consolidation screens
BANK	10004	Restricted the ability for the user to amend bank transfer records, if needed these must now be corrected with a reversing transaction
NOM	10004	Corrected the calculation of the P&L totals line as seen from the balance sheet report
NOM	10004	Added option to print a balance sheet showing figures after appropriation
NOM	10004	Corrected sign of the retained profit in nominal edit window
NOM	10004	Added a check to make sure that the SQLWorks control nominal code must sum to zero after a nominal audit
PL	10004	Added Forward Order flag to PO Tab
Stock	10004	Re-order report now only show active stock items.
Stock	10004	New option when printing a variance report shows all stock items which have been checked.
CORE	10004	If emails fail to send the user is now given the option to attempt to resend.
ALL	10004	All records that are updated in SQLWorks record their changes in a change history log by default
ALL	10004	Changes to the save system will now check and block a save if you are modifying a record at the same time as another user. The first attempt to save will be allowed, the second attempt will be blocked and reported as a failure
ALL	10004	Have implement a save versioning system so that if 2 people are working on a record, one will be able to save while the other will not (but is warned)
STK	10004	New preference to control whether product code is applied automatically
STK	10004	Fixes to supplier 3, minor redesign of tab to include dedicated product name of key suppliers
SL	10004	VAT country is now set to either the final destination country or the delivery country (if set)
PL	10004	Fixed issue where variance records were incorrectly blocking the deallocation process
PL	10004	Multiple fixes and updates in account checking utilities
ADMIN	10004	When creating new users, you will now be warned if the userid you have entered already exist
CRM	10004	When setting up a new company, the email address for the default contact is now calculated as the default email address for the company.
BANK	10004	Fixed bug which prevented editing cashbook records
PL	10004	Fixed bug which prevented importing purchase invoices from (.csv) files.
PROJECT	10004	Finance tab now shows linked SL and PL lines
PROJECT	10004	Can now open invoices from Project PL details tab
SL	10004	Fixed the ‘link balance qty’ option on a sales order so that it allows you to update the qty from an invoice line that is already linked
ACCOUNTS	10004	Added a button that allows you to open a linked order from the transactions tab
DOCS	10003	When opening a file from SQLWorks, it will now prompt to replace a previously opened version, in case two documents share the same name.	Y
STK	10003	Added ability to investigate why there is pending qty by right clicking on the field in the stock ledger	Y

September 2020

Module	Version	Published Notes	New Feature?
NOM	10003	Added fields for budget table planning. Link to Company now for finer detail on planning	Y
PL	10003	Bug fixes that prevented opening PL invoices and checking for previous occurrences of supplier invoice number on save
PL	10003	Added criteria to Outstanding Orders report so a to and from delivery date can be selected and changed report heading to ‘Outstanding Orders’
STOCK	10003	You can multiple select entries in the Stock Dashboard for selected totals	Y
CRM	10003	Fixed the display of the date when manually synchronising the diary.
STK	10003	New icon in WO component list to show stock availability at a glance
SL	10003	Bug fixes for head office invoicing system
STK	10003	Available stock updates after taking/building in a WO0
STK	10003	Serial number prefixes now working with WO
SL	10003	NewAccountsPref ‘Group Invoices by due date on dashboard.’ Allows the user to choose if invoices should be grouped by invoice date or due date on the dashboard in the sales ledger.	Y
SL	10003	If pricing and discounting is enabled and we are changing client on an order, we prompt the user to ask if the order should be repriced.
VAT	10003	Added additional columns to the VAT transaction report window to show the amount being included in vat calculations. This is to help with investigation work and they are also included in the export
PL	10003	Fixed bug when sending purchase orders to invoice.
CORE	1003	When you choose to ‘Expand a List’ and you select a number of lines, then the totals are shown just for those selected lines.	Y
WO	10003	WO take slider remains visable at all times
WO	10003	WO take qty can be specified in correct decimal places
SL	10003	SL transaction search now does not search for variance and settlement records.
Sales	10003	Changed layout on delivery notes to match invoice.
WO	10003	Works order groups now remain visible on internal PL accounts
LEAD	10003	Quote duplication fixed for leads
LEAD	10003	Lead quote conversion fixed
SL	10003	Bug fix that was preventing date calendar chooser prompts to open
ALL	10003	Transactions can be modified even after they are submitted via MTD, though VAT related info required to reproduce the invoice cannot be changed
PL	10003	Allowed Purchase account Is Internal Flag to be searchable for list of accounts	Y
MRP	10003	Changes to documents on works orders. Now allows documents to new works orders without first saving.	Y
Sales	10003	Orders with a lot of order lines now open more quickly.
swCore6	10003	Changes should ensure windows users will always return to the sign in window after an update.

August 2020

Module	Version	Published Notes	New Feature?
CRM	10003	Added Move Green Arrows for user list on diary entry view (Right side view only)
CRM	10003	Each user can set the diary data view, Top, Bottom or Right.	Y
CRM	10003	Diary data now shown on right for bigger calendar view	Y
SYS	10003	Added Windows menu that had gone
SYS	10003	Added Quit option for Windows users
SYS	10003	Added option to Compress Nom by different levels in Accounst Prefs	Y
SL	10002	When duplicating a quote we now give the option to close the old one.
SL	10002	New columns added to sales margin report. Profit and markup
Bank	10002	Auto setting of the cheque number can now be set by PL or SL or Both.	Yes
Bank	10002	Bank screen now shows last cheque & pay in slip ref numbers	Yes
PL	10002	Due dates added to WO

July 2020

Module	Version	Published Notes	New Feature?
STK	10002	Fixed MRP complete prompt
STK	10002	Fixed a bug where some tooltips in the stock ledger would not display correctly
STK	10002	If no active batches loaded, ALL Batches are loaded.
SL	10002	Orders can be sent to invoice from the order window. Order will close during this process
CRM	10002	Added ‘No User’ to list of users when assigning a task in VPN mode.
CRM	10002	Fixed bug where the user couldn’t search for Task id number while in VPN mode.
CRM	10002	New Load detail button for task edit window while in VPN mode.
PURCH	10002	Fixed problme showing Allocation date in Xref tab.
SYS	10002	Added ‘Clear’ option for SL & PL contact types in Setup Window	Y
DOCS	10002	Improvements to the remove document option with better error checking and reporting
STOCK	10002	Added functionality to create discount percent rules for transaction lines based on stock item, qty, date and more.	Y
PRLIST	10002	Fixes to the warning prompts when adding new company
STOCK	10002	Added schedule notes tab to WO
STOCK	10002	Added engineering tag type for files so that they can be added to WO documents by default
STOCK	10002	Added engineering documents to WO window, option to print these as additonal docs when printing WO
STOCK	10002	Added engineering notes to stock with passthough to new WO window
STOCK	10002	Changes to the stock movement screen so that it honours the system default warehouse and bin
DOC	10002	Fixes to prevent accidental deletion of files using the file browser
SL/ PL	10002	When the default payment method is set for each account this will pe used when setting up a payment.
SL	10002	Can now set a default report per sales account for statements, invoices, orders, quotes, credit notes.
STK	10001	Added additional checks to detect broken allocation records
CRM	10001	Task Statistics report added to show performance per week	Y
BANK	10001	Statement list now shows Open & Close balance values	Y

June 2020

Module	Version	Published Notes	New Feature?
SL	10001	Can now set a default report per SL account for invoices, credit notes etc.
SL	10001	Audit logging is working for orders.
CRM	10001	When running ‘Set default address’ utility the current address is first checked to ensure it is valid. If it is invalid we give it a valid address.
BNK	10001	When running the utility ‘Check Bank Recs Match Trans’ you can now export the resulting lists.
BNK	10001	Changes to the “check bank statements” utility making the results easier to read
MAIN	10001	Backup process can now send through a more secure FTP system to our backup storage to keep copies safe.	Y
MAIN	10001	Display the tables that have Audit turned ON in the Sys Prefs window	Y
STK	10001	New Demand Planner feature is now available from navbar	Y
STK	10001	Bug fixes in WO take stock process
STK	10001	Minor redesign of the stock pricing tab
STK	10001	Stock cost changes now include a ref identifying why they were changed
CRM	10001	Added NOTES field to task window. These notes do not get sent to client	Y
CRM	10001	Enabled the PADLOCK to unlock task text. You need to unlock with ALT key pressed.	Y
STK	8017	Stock availability moved to ordering tab
SL	8017	New warning for low stock when modifying the stock qty on an order or invoice.	Y
SL	8017	Added a back order repot option to SL Orders report.	Y
SL	8017	Added “Your Ref” field to SL transaction tab
CRM	8017	Columns reordered in Contracts TAB	Y
CRM	8017	Task now show Days Since Last Modified column. If over 10 days, the line is RED	Y

May 2020

Module	Version	Customer Notes	New Feature
CORE	8017	Global Open Record will now correctly open Works Orders
STK	8017	New Works Orders report in stock ledger
STK	8017	WO now points to sales order line rather than sales order header
STK	8017	Works Order tab redesigned and estimated component qty information has been integrated into Works Order component list
SL	8017	Order due and order dispatch dates now correctly labelled as estimated dates
SL	8017	The red green blue load record buttons now work correctly for quotes, orders an invoices.
BANK	8017	Can now make bank accounts inactive.
STK	8017	Added 3 syncing modes to keep WO finish data, WO deadline and CO dispatch dates synchronised in various ways
CO	8017	Order delivery due and dispatch due dates are now correctly updated. Dispatch date (ship date) cannot be after delivery due date (cust receive date)
SL	8017	Can now right click on order line and open WO’s connected to it
STK	8017	Works Order groups now allow selection of customer order per WO
STK	8017	Redesign of the WO tab in stock ledger
STK	8017	Amending cost of a BOM, now updates parent items
NOM	8017	Changed the printing of P&L to show under/over values in RED	Y
NOM	8017	Added display of P&L to show DBTs with () in record section and/or totals section	Y
NOM	8017	Added choice to clear future budget values from P&L.	Y
NOM	8017	Fixed export of P&L to file	Y
CRM	8016	Now able to view Forwarded or replied to emails in the companies or project windows.
PR	8016	Company User Defined fields are now NOTES display type for entering larger values.	Y
STK	8016	New qty levels added per stock item for trigger and reorder qty as applied to MRP	Y
STK	8016	New preference added to stock to determine preference to PO or WO	Y
STK	8016	New MRP window will now generate WO and PO based on variable time horizon	Y
PL	8016	Changes to PL costs now cascade through all levels of BOM (If live settings are applied)	Y
STK	8016	Back flushing and returns now available as part of Works order processing	Y

April 2020

Module	Version	Published Notes	New Feature?
Accounts	8016	Each user can decide to show numeric columns with zeros as blank in the Quote/Order/Transaction tabs.	Y
CRM	8016	Added Task last edit date & time to Task Lists	Y
CRM	8.016	Can open a linked project from a diary entry.
SL/PL	8.016	Can now see transaction date in allocations table.
STOCK	8.016	Added Minimum stock value field to Print check sheet prompt.
UPDATE	8.016	Added seconds remaining timer to update working message.
UPDATE	8.016	Added error checking for fileops during update.
MAIN	8016	For a new install of SQLWorks, you will be prompted for database connection details.	Y
SL	8016	Added Credit Note count and Account balance to service Charge list	Y
SL	8016	If there are credit notes still left unallocated, then service charge invoices are prompted first	Y
MAIN	8016	Fixed backup of serverless systems.
NOM	8016	Nominal data now shows variance values in Green / Red when looking at each record, when the Variance tab is enabled.	Y
NOM	8016	Profit & Loss reports now show budget figure correctly for Loss/Gain	Y
NOM	8016	Budget plans now have a setting to set the Income values as Positive or Minus values. All data must store as : Income = Negative	Y
SALES	8016	Multiple customer order lines can be sent to standard WO from sales ledger	Y
STK	8016	Works order may be unbuilt with stock either being returned to build bin, or default warehouse location	Y
STK	8016	Auto update of stock price will cascade up the BOMs for that item (depending on preferences)	Y
STK	8016	Redesign of Works order window	Y
STK	8016	Resupply qty and additional restock qty added as part of MRP

March 2020

Module	Version	Published Notes	New Feature?
ALL	8.15	Clients now able to use SQLWorks to submit/retrieve tax in accordance to MTD	Y

February 2020

Module	Version	Published Notes	New Feature?
NOM	8.14	Corrected a bug that prevented get info from working for nominal journals in the nominal load trans list

January 2020

Module	Version	Published Notes	New Feature?
SL	8.12	Each Sales account can be prompted to print either Del Note, or Invoice after creating a new document.	Y
DOCS	812	Exporting documents to the SQLWorks docs folder now adds the correct extension to the file name
DOCS	812	Changes to move file store utility to allow URL based files to be transferred to database storage
VAT	812	Added a check to look for items that contain VAT when they are coded to a nominal code that should not allow VAT
BANK	812	Petty cash transfers cannot contain VAT
DOC	812	When HTML only emails are read the plain text component will be extracted from HTML if no plain text component could be found
PRLIST	812	Company mail merge export now has info for details last confirmed
STK	812	Bill of materials can be imported from a file in kit details tab using drag & drop	Y

December 2019

Module	Version	Published Notes	New?
PL	812	PL search function now looks for CONTAINS values in Our Ref field.	Y
STOCK		Stock Ledger Order allocation report was giving an error
STOCK		Set kit info lookups to only read data from active kit items
SL		Fixes to automatic credit control process
DOCS	812	Document storage mode is restricted to off, internal or external =DB
NOM	812	When clicking on a 0 audit number record, a full was being done. Fixed this problem.
NOM	812	Nominal transactions can now be compressed by Audit code. Eg, debtors code now shows 1 line per invoice, and not each line by default. You can toggle the display to see all lines, or just the total per Audit Code.	Y
SL	8012	My Activity tab can now show ALL activity. Click on RED toggle icon.	Y
NOM	8012	Nominal ledger now allows you to right click a journal and reverse it. You will be able to set the date of the reverse journal but everything else will be handled automatically.	Y
NOM	8012	Nominal ledger now allows you to duplicate a journal entry into a new journal then modify details from there.	Y
NOM	8012	Nominal journal edit window now handles the entire transaction Instead of one nominal journal line. The edit window can only modify the date, description and reference. When changing the date the change can be applied to all lines.	Y
GENERAL	8011	Employee section expanded to include bio and photo	Y
STK	8011	Added option to filter stock list by product type from quick select menu

November 2019

Module	Version	Published Notes	New?
STK	8011	Colour, material and size now have a lookup to show previously entered values
STK	8011	Added ‘Show Outstanding W/no’ button	Y
STK	8011	Added Works Order list to Stock Menu	Y
PRLIST	8011	Fixes to the new company window, SL or PL tabs will automatically be enabled if created from the SL or PL
SL	8011	New preference allowing you to decide if outstanding orders are also put on hold with the account	Y
NOM	8011	Corrected column data for T Account display
NOM	8011	Trial Balance has profit value added in totals.	Y
CRM	8011	Changed the detection for corrupt emails during import. Better feedback given	Y
CRM	8011	Prompt to delete imported emails after import.	Y
CRM	8011	Saving the email headers and MIME lists on email import	Y
CRM	8011	Added routine to check for duplicate emails while importing into SQLWorks	Y
PREFS	8011	Quotes tab includes additional section to setup trade portal preferences.
STK	8011	Stock type categories have been added to the stock info tab – you can set an unlimited number of stock types (similar to client types) from the stock extras section, you can then tag each stock item against any number of these from the stock info tab	Y
STK	8011	Tab sequence reordered, minor adjustments to layout
SL	8011	Order No sequence check now deals with IWT orders
STK	8011	Added field for “commission percentage” to stock	Y
SL	8011	Added field for “fixed carriage price” to SL accounts, this is for when there is a carriage agreement in place.	Y
STK	8011	Stock items can now link to another stock item that represents the packet or box that contains it. Package items can be chained together.	Y
SL	8011	Corrections to overnight credit control sync logs	Y
STK	8011	System wide unit values are shown in stock tab	Y
STK	8011	Added unit values in account prefs so that system wide units can be set for the values stored for dimensions (W/D/H) volume, weight and density.	Y
STK	8011	Length has been renamed to height so that we now have width+height+depth. Width can be used for length or diameter if needed	Y
STK	8011	Moved dimension and material information from analysis to info tab	Y
SL	8011	Added a preference that determines whether or not accounts will go on hold if there are transactions that are overdue (instead of just exceeding credit limit)	Y
SALE	8010	Allowed reconciling negatives to keep its transaction open so that other data changes can be made before committing the reconciliation.
SALE	8010	Fixed prepayment nominal journals so that they debit the correct code.	Y
ALL	8010	Corrections to prompt windows that were defaulting to cancel instead of OK	Y
SALE	8010	Adjusted deallocations so that it doesn’t stop a user if the allocation amount is greater than the slh_aloc amount. It will prompt the user to let them know there was an error in the original allocation, but continue with deallocation anyway.	Y

October 2019

Module	Version	Published Notes	New
EMAIL	8010	Forwarded Emails now include attachments
BANK	8010	Bank changes now sync correctly with purchase ledger.
EMAIL	8010	New tabs in preferences allow the user to modify default subject/body/from address etc based on email type e.g. statements.
CRM	8010	New option to allow company addresses to have a vat code and be made vat exempt.
SL	8010	New credit control option for overnight sync – thisis manual during the day but recalculated overnight
SL	8010	SL accounts will now check credit control via a timer and will set the account on hold every night
EMAiL	8010	Added check for unsent mail option to email list
EMAIL	8010	Added status filter to email browser
PRLIST	8010	Added option of loading inactive companies in the company data report.	Y

September 2019

Module	Version	Published Notes	New
SL	8010	Reports menu, utilities, Check SL Balances. Once the Check SL Balences method returns a list of errors there are 2 additional buttons (Investigate All and Investigate Selected). These will look through each transaction line by line to check if each transaction has the correct allocation amount and then checks if the variances for each payment are correct. Returns a list of errors.	Y
SL	8010	Changes to transactions tab-allocations tab-context menu. Additional options include go to transaction (takes you to the transaction selected in the list of allocations), check allocations (runs the same method from ‘Investigate selected’ see above), expand list, export list.	Y
SL	8010	Changes to meta data. Disables stock lookup using ‘contains’. Enabled for Lineal only.
PRList	8009	Changed the layout and design of the touchpoints filter
Stock	8009	Fixes to the print sheet option in stock audit when filtering by stock group or supplier
SL/PL	8009	Fixes required to deallocation process where credit notes were allocated with currency variance amounts
SL/PL	8009	Corrections to the deallocation process which did not work when variance records also needed to be removed

August 2019

Module	Version	Published Notes	New
STK	v8009	Added stock audit history to stock history tab.
SL	v8009	Fixed New receipt windowso correct payment ref is displayed when selecting payment type in radio group.
STK	v8009	Changes to stock audit ‘print check sheet’ to allow the user to only print records from a particular supplier/stock group.
STK	v8009	Corrections to IWT transfer process from stock movement screen
LEADS	v8009	Leads will update tasks to the new company when converted
CRM	v8009	Fixes to the touch point tab – improved filters, faster loading, bug fixes for fringe load cases
PL	V8008	Fixed payment window so correct payment ref is displayed when selecting payment type in radio group.
PL	V8008	Bug fix to prevent error message during reconciliation.
LEADS	V8008	Bug fix to remember country code selection in the leads window.

July 2019

Module	Version	Published Details	New
NOM	V8008	Holding ALT key and clicking on the red TOGGLE button when entering a new Journal, will reverse all existing lines. Good for reversing a duplicated journal.	Y
STOCK	V8008	Added Serial No search button to Stock Toolbar.	Y
ALL	V8007	The number of transactions loaded in a Tab window can now be set. For high transaction count accounts, this will speed up the use of SQLWorks for the user.	Y
VAT	V8008	Allowed 2 VAT periods to be open. Only the oldest one will search for out of date transactions.
SL	V8007	Fixed the loading of some contracts in the sales ledger.
PL	V8007	Updated incVAT / exVAT buttons on PL order and invoice windows to allow for rounding differences
SL	V8007	Added quick email button for Inv/ord/Statement addresses.	Y
NOM	V8007	Fixed double clicking a transaction in the nominal ledger to view it.
EMAIL	V8007	Fixed issues with sending an email from the email window.
BANK	V8007	Added ability to edit the opening balance on a bank statement for finance admins by right clicking the field.

June 2019

Module	Version	Published Details	New
SL CORE	V8007 V8007	Added quick email button for Inv/ord/Statement addresses.	Y
SL	V8007	New feature to add an Action record to a Sales/Purchase account to record an action taken, eg, spoken about credit limits, promised funds, sent info, etc. Press F4 button to initiate.	Y
VAT	V8007	New HMRC fraud headers implemented as per HMRC instructions	Y
BANK	V8007	Rationalised payment/receipt naming type methods, /0=Chq/1=Csh/2=Trn/3=Crd/4=DD/5=BAC/’	Y
VAT	V8007	MTD tools added to connect prev periods	Y
Pl	V8007	Added Analysis to Defaults Tab	Y
SL	V8007	Added Analysis to Defaults Tab	Y
DOC	V8007	Due to errors with the documents tab that some clients are having being traced to the tree list, this list is now hidden by default. For those who are used to using this, once it is shown it will remember this for the next time it is accessed.	Y

May 2019

Module	Version	Published Details	New
STK	8007	Nominal, Analysis and dept lookups have been fixed in stock window
STK	8007	Only members of Profit admin can see cost in simple stock tab
SL	8007	Added VAT to invoice list in receipt window
SL	8007	Bank details show correctly in receipt window
PL	8007	Dashboard tab in PL account window now redraws correctly after entering a payment
SALES	8007	Added functionality to delivery notes to add new lines to existing delivery notes.	Y

March & April 2019

Module	Version	Published Details	New
SoP	8007	Added Credit check routine for new SoP orders. Can be over written in sat lib if required.	Y
CRM	8007	Added 2FA for remote access by Contact Link users so they can see their own tasks.	Y
CORE	8007	Added 2FA for remote access by Lineal users.	Y
VAT	8007	Making Tax Digital (MTD) now live for UK clients.	Y
SL	8007	Added ability to select multiple Cust orders and invoice into a single record.	Y
NL	8006	Increased the data held per Asset record.	Y
NL	8006	Added option to each Nominal code to show it in the dashboard.	Y
PL	8006	Added Customs account number for Supplier.	Y
PL	8006	Added supplier ID for barcode prefix on their products.	Y
PL	8006	Added number of days for goods to be in transit from supplier.	Y
SL	8006	Added more options for settlements on debtor receipts.	Y
CRM	8007	Added remote access details for Client access via Browser, inc 2FA.	Y

February 2019

Module	Version	Published Details	New
SL	8006	New data per customer can be held: Settlement terms are set from Inv date or next month date	Y
PL	8006	New data per supplier can be held: Custom’s No, Manufacturer Bar Code No, Settlement terms
COMPANY	8006	Remote access can be set by user, with different levels of security. Passwords are randomised, emailed, etc
STOCK	8006	Stock unit description is now taken from a lookup list	Y
VAT	8006	VAT Edit window now supports monthly, 3 monthly & yearly returns	Y
STOCK	8005.96	New report: Slow Moving Stock. This report identifies stock items that have had a number of transactions under a given threshold in a given timeframe.
CRM	8005.96	Fix: Improved and fixed ability to export the task list shown in the CRM tab of the Companies section.
STOCK	8005.96	New report: Stock Margin report displays the margin on each product with price, amount in stock, etc.

January 2019

Module	Version	Published Details	New?
SCL	8006	When printing the list from the tab, the sort order of the visible tab is preserved.	Y
DOC	8006	Added utilities to clear up space in the database by removing any duplicate files.	Y
MAIN	8006	Added a user preference to set the highlight text colour in the navbar. This preference will only be used on windows installations.	Y
MAIN	8006	Fixed nav bar text visibility when highlighted on windows machines.

December 2018

Module	Version	Published Details	New?
SL	8006	You can now search invoices for Serial numbers.	Y
SL	8006	Disputed Sales invoices are not taken into consideration for Credit Limit checks.	Y
SL	8006	Disputed sales invoices are now shown in RED.	y
SL	8006	Halted Orders are now shown in RED.	Y
SL	8005	New defaults for SoP override & SoP Full Stop added. Pricing & Discount flag visible.	Y
SETUP	8005	New image file select buttons on Logo tab now support JGP & PNG file types.	Y
CORE	8005	Many headed lists now have an option to Copy to Clipboard, so great for Excel users. Selected lines are just copied.	Y

November 2018

Module	Version	Published Details	New
ALL	8005	Fixed bugs in various places in the system that would be having issues for users not using either CRM or Accounts.
PL&SL	8005	When using the search windows for SL & PL, double clicking now opens the whole transaction window.
SL	8005	Fixes to the allocation process where credit notes were used.	Y

August / September / October 2018

Module	Version	Published Details	New?
STK	8005	Added Batch ID and Batch Lot Number to batch system allowing tracking of supplier lot numbers.
CRM	8005	Fixed a bug in which the touchpoints tab was not loading any information in additional tabs for individual CRM sections if these were there.
CORE	8005	There is now a button to test entered email settings when editing User Prefs. This will let you know if the settings entered are incorrect or if there is another issue.	Y
SL	8005	When applying credit notes to invoices with settlement you can (optionally) reduce the amount of settlement offered on the invoice	Y
SL	8005	Added the ability to reconcile credit notes to invoices while adding a new payment, account credit limit is shown	Y

July 2018

Module	Version	Published Details	New?
PR	8004	RM Click to open website addresses in Browser or hold ALT, and open within SQLworks	Y
PR	8004	RM click on many email addresses will allow you to email direct from Company/Sales/Purchase paneLs and other places.	Y
CRM	8004	The display of HTML email messages is now handled by Chrome, which is now built into SQLWorks	Y
CRM	8004	Default to PLAIN TEXT for viewing all emails	Y
PL	8004	Bug fixes in consolidations window
SL	8004	New Payment renamed to New Receipt
STK	8004	Changes to order processing – when loading records it will now warn if on hold orders were found and not displayed

June 2018

Module	Version	Published Details	New?
PL	8003	Added Export of PLINV & accounting email addresses	Y
SL	8003	Added Export of SLINV & accounting email addresses	Y
PRList	8003	Touchpoint filters are now multi-select, allowing any number of data types to be shown or hidden.
CRM	8003	Added ‘follow up’ task functionality, automatically filling in all appropriate details and storing an internal link.
CRM	8003	Added support for deadlines, helping prioritise tasks and flagging overdue tasks
CRM	8003	Added icons for high priority and overdue tasks in the task list. Improved sorting, window design.
CRM	8003	New task preference to send emails when a task is added or updated for another user.

May 2018

Module	Version	Published Details	New?
Email	8002	Now support HTML signatures on email send	Y
CRM	8002	New letters option for MS Word style document creation with client list integration	Y
SYS	8002	SL Account graphs now redraw automatically on change	Y
SYS	8002	Fixes to toolbar window layout	Y

April 2018

Module	Version	Published Details	New?
SYS	8002	Able to set each user to run the backup process on Quit.	Y
SYS	8002	Prompt for backup when users logoff if backup is overdue	Y
SYS	8002	First time installations of SQLWorks v8 will prompt for startupsettings.txt details at $SignIn window.	Y
VAT	8002	Fixed loading of PTY & NLT when loading transactions
CSH	8002	Added selected line sub total in Transaction Tab, as per GL screen
BNK	8002	Added selected line sub total in Transaction Tab, as per GL screen
BNK	8002	Added search bar to Bank transactions tab	Y
NL	8002	Added a filter to Search Bar. Select by Nominal anlaysis type for P&L, BS, etc.
NL	8002	Dashboard quicker to startup. Added refresh button for Current Data Tab.
NL	8002	Nominal screen users can enable tabs and the connected group box of data
NL	8002	Nominal account screen now has a graph to show Actual vs budget
SL	8002	Monthly Sales Analysis report is renamed to Sales Period Analysis, minor tweaks for useabilty

March 2018

Module	Version	Published Details	New?
PL	8002	Added ability to amend delivery due date on a PO line item
PL/SL	8002	Repricing transaction lines will no longer clear prices for non-stock items
PL/SL	8002	Preview transaction on screen no longer permits printing or export
BNK	8002	Added comparison tool in Bank to compare bank entries with nominal audit by month	Y
SL	8002	Improvements to disbursement system when being saved as halted invoices
NOM	8002	Year locking, auditing and appropriation are recorded in audit log
STK	8002	Added audit log tracking when doing stock imports
SL	8002	Changes to transaction import that now allow column matching by number, by generic column names or by actual SQLWorks column names	Y
SL	8002	Automatic credit control changes will also set orders on/off hold (if on hold status was not manually locked)
STK	8001	All Stock header tabs have been redesigned with emphasis on grouping of financial & order processing info
SL	8001	Removed Contract Status message that appears for every new contract
BANK	8001	Bug fix in petty transfer

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