SQLWorks Change Log

Recent Updates and Bug Fixes

This page details SQLWorks software version updates, faults identified and bugs fixed.
Last Updated: 06.04.2021

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

Module	Version	Published Details	New?
NOM	997	Increased Nominal Audit checking to check for 0 value FKEYS.
ALL	997	Removed some report destination icons that are never used	Y
VAT	996	EC VAT can now be dictated by whether the SL account has a registered VAT number as well as being invoiced to an EU country
SL	996	Sales Margin support can now be sub totalled by nominal code
SL	996	New consignment invoicing mode when entering invoices in Consignment accounts you can now enter in the product code per line to link the line to consignment orders, existing order data including max qty are copied to the invoice. When saved this will allocate the invoice line qty to outstanding consignment order lines	Y
DOC	996	Corrected issue where document store would crash for large number of items
STK	996	Stock valuation will include last movement date if exported to file
STK	996	Stock valuation can be run for selected stock items	Y
SL	996	Fixed Margin/Markup calculation on SL Stock tab
NOM	996	Fixed display issue on daybook sub tabs
NOM	996	Fixed calculations for Daybook totals

Module	Version	Published Details	New?
STK	996	Stock history tab now reports date as ‘until this date’ rather than ‘since this date’
MAIN	996	Secondary backups can now copy a backup to multiple locations, allowing for offsite backup via cloud drives
SL	996	Improvements to SL trans by customer report to clearly distinguish subtotal sections
CMP	996	Improvements to ‘new contact’ screen which separates addition of new contact or connection of existing contact to a company
NOM	996	Significant speed improvements when loading transactions for creditors/debtors/bank control accounts (Version 8 Only)	Y
NOM	996	Fixed debtors code load transactions bug
CRM	996	Fixed issue that prevented leads from saving if the client name contained a comma
PL	996	New Preset batch (formally BACS) payments window allows preallocation of permitted payments for future processing
PL	996	Renamed BACS payment to Batch Payment	Y
NOM	996	Fixed green load button for Settlement records
SL	996	Updated layout for SL Accounts by Client report
PL	996	Added PL Priority option for sorting of BACS Payments
NOM	996	Nominal locks now work up to a certain point, all years before a locked year will be locked, while all years after an unlocked year will also be unlocked
SL	996	When importing stock movements via IWT stock allowed links are used to decide where to put incoming stock

Module	Version	Published Details	New?
CRM	996	Added ‘Make Lead’ from contact list from selected contact	Y
DOC	996	Mailshots can now be duplicated allowing you to create mailshot templates	Y
STK	996	Works order groups can be exported/imported from a template file	Y
IMAP	996	Changed export format of project Email sync log files to TAB from XLS.	Y
IMAP	996	Removed X_SQLWORKS_ORIGIN return in Xtra-Hdr list for v5
CSH	996	In SCL, the inactive defaults are no longer loaded when adding new items.
JNL	996	Added ability to customise the items that are reset for a new Journal line
JNL	996	Added a transaction swap button, so all data entered as Debit become credit values. Added in New and Edit screens
PTY	996	Added a transaction swap button, so all data entered as Debit become credit values. Added in New and Edit screens
CSH	996	Added a transaction swap button, so all data entered as Debit become credit values. Added in New and Edit screens

Module	Version	Published Details	New?
CSH	996	TABs now have the correct month showing
GEN	996	Users now remember the state of the Scratch Lists and the TouchPoint lists	V8
BNK	995	You can add a Journal from the Bank Statement window	V8
GEN	995	Company Touchpoint list now quicker, and remembers hide/show state per user/ledger.	V8
NOM	995	Audit and appropriation routines much improved.	V8
GEN	995	New MyActivity tab in SL that shows users recent quotes/orders/trans and year graphs with personal impact	V8
MAIN	995	You can add a Journal from the Bank Statement window	Y
VAT	995	Changed the Anl & Dep for VAT payment records to be 3D versions
EMP	995	Employee cached lists are correctly updated now for accuracy and speed.
WH	995	Warehouse cached lists are correctly updated now for accuracy and speed.
YEAR	995	Year List cached lists are correctly updated now for accuracy and speed.
PTY	995	Petty cash cached lists are correctly updated now for accuracy and speed.
FORX	995	The ForX code cached lists are correctly updated now for accuracy and speed.
BANK	995	The bank code cached lists are correctly updated now for accuracy and speed.
DEP	995	The Dept cached lists are correctly updated now for accuracy and speed.
ANL	995	The Analysis cached lists are correctly updated now for accuracy and speed.
NOM	995	The Nominal cached lists are correctly updated now for accuracy and speed.	Y
NOM	995	Financial 3D structure to be extended in use and flexibility for V8	Y
NOM	995	Nominal reconciliation will be available for V8	Y
NOM	995	Standing journals will be available for V8	Y
NOM	995	Fixed the Close Balance value for TB when saving to a File
CASH	995	Added Drag & Drop for transaction import text file V8 – will use Excel file in V8	Y
NOM	995	Added Drag & Drop for journal file text file – will use Excel file in V8	Y
CASH	995	Added search tab for Cashbook transactions V8	Y

Module	Version	Published Details	New?
NOM	995	Added Drag ‘n Drop for Journal Import	Y
NOM	995	Importing Journals now give you the option of bailing out at any error point.
BANK	995	If the bank code was an alpha type, ‘B’, the test would fail, now fixed.
BANK	995	Fixed the view of the ‘Last Statement Balance’ for bank rec
PURCHASE	995	Added ability to choose a Barclays format on the bank account for exporting BACS payments in a format for barclays.net
ANL	995	Added open balance offset value for imported data. Used when you have a non zero reconciled account.	Y
CRM	995	Users can add extra information to diary events.	Y
SALES	995	Fixed an issue with disbursements not being able to be correctly ordered on the disbursements base window
CRM	995	The diary analysis report shows the Layer activity per person over 12 months, by month	Y
BNK	995	Add ability to select the analysis code and dept code for bank and petty cash accounts
GEN	995	Many reports and documents are now saved to the SQLWorks Docs folder on the desktop. We have added sub folders to keep things tidy for you.	Y
NOM	995	Added Data range and Nominal 3D export for accountants at year end	Y
SL&PL	995	Added T Account switch view button in PL & SL transaction Tab. Existing T button does searching only.	Y

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