SQLWorks Change Log

Recent Updates and Bug Fixes

This page details SQLWorks software version updates, faults identified and bugs fixed.
Last Updated: 23.04.2019

March & April 2018

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 2018

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 2018

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

Recent Updates and Bug Fixes

March & April 2018

February 2018

January 2018

December 2018

November 2018

August / September / October 2018

July 2018

June 2018

May 2018

April 2018

March 2018

February 2018

January 2018

December 2017

November 2017

October 2017

September 2017

August 2017

July 2017

June 2017

May 2017

April 2017

March 2017

February 2017

January 2017

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