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


February 2018
Module Version Published Details New 
SL8006 New data per customer can be held: Settlement terms are set from Inv date or next month date 
PL8006 New data per supplier can be held: Custom’s No, Manufacturer Bar Code No, Settlement terms 
COMPANY8006 Remote access can be set by user, with different levels of security.  Passwords are randomised, emailed, etc 
STOCK8006 Stock unit description is now taken from a lookup list 
VAT8006 VAT Edit window now supports monthly, 3 monthly & yearly returns 
STOCK8005.96 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.
CRM8005.96 Fix: Improved and fixed ability to export the task list shown in the CRM tab of the Companies section.
STOCK8005.96 New report: Stock Margin report displays the margin on each product with price, amount in stock, etc.


January 2018
Module Version Published Details New?
SCL8006When printing the list from the tab, the sort order of the visible tab is preserved.
DOC8006Added utilities to clear up space in the database by removing any duplicate files.
MAIN8006Added a user preference to set the highlight text colour in the navbar. This preference will only be used on windows installations.
MAIN8006Fixed nav bar text visibility when highlighted on windows machines.


December 2018
Module Version Published Details New? 
SL8006You can now search invoices for Serial numbers.
SL8006Disputed Sales invoices are not taken into consideration for Credit Limit checks.
SL8006Disputed sales invoices are now shown in RED.
SL8006Halted Orders are now shown in RED.
SL8005New defaults for SoP override & SoP Full Stop added. Pricing & Discount flag visible.
SETUP8005New image file select buttons on Logo tab now support JGP & PNG file types.
CORE8005Many headed lists now have an option to Copy to Clipboard, so great for Excel users. Selected lines are just copied.


November 2018
ModuleVersionPublished DetailsNew
ALL8005Fixed bugs in various places in the system that would be having issues for users not using either CRM or Accounts.
PL&SL8005When using the search windows for SL & PL, double clicking now opens the whole transaction window. 
SL8005Fixes to the allocation process where credit notes were used.Y


August / September / October 2018
ModuleVersionPublished DetailsNew?
STK8005Added Batch ID and Batch Lot Number to batch system allowing tracking of supplier lot numbers.
CRM8005Fixed a bug in which the touchpoints tab was not loading any information in additional tabs for individual CRM sections if these were there.
CORE8005There 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
SL8005When applying credit notes to invoices with settlement you can (optionally) reduce the amount of settlement offered on the invoiceY
SL8005Added the ability to reconcile credit notes to invoices while adding a new payment, account credit limit is shownY


July 2018
ModuleVersionPublished DetailsNew?
PR8004RM Click to open website addresses in Browser or hold ALT, and open within SQLworksY
PR8004RM click on many email addresses will allow you to email direct from Company/Sales/Purchase paneLs and other places.Y
CRM8004The display of HTML email messages is now handled by Chrome, which is now built into SQLWorksY
CRM8004Default to PLAIN TEXT for viewing all emailsY
PL8004Bug fixes in consolidations window
SL8004New Payment renamed to New Receipt
STK8004Changes to order processing – when loading records it will now warn if on hold orders were found and not displayed


June 2018
ModuleVersionPublished DetailsNew?
PL 8003 Added Export of PLINV & accounting email addresses Y
SL 8003 Added Export of SLINV & accounting email addresses Y
PRList 8003Touchpoint 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. 
CRM8003New task preference to send emails when a task is added or updated for another user.


May 2018
ModuleVersionPublished DetailsNew?
Email 8002 Now support HTML signatures on email send 
CRM 8002 New letters option for MS Word style document creation with client list integration 
SYS 8002 SL Account graphs now redraw automatically on change 
SYS 8002 Fixes to toolbar window layout 


April 2018
ModuleVersionPublished DetailsNew?
SYS8002Able to set each user to run the backup process on Quit.Y
SYS8002Prompt for backup when users logoff if backup is overdueY
SYS8002First time installations of SQLWorks v8 will prompt for startupsettings.txt details at $SignIn window.Y
VAT8002Fixed loading of PTY & NLT when loading transactions
CSH8002Added selected line sub total in Transaction Tab, as per GL screen
BNK8002Added selected line sub total in Transaction Tab, as per GL screen
BNK8002Added search bar to Bank transactions tabY
NL8002Added a filter to Search Bar.  Select by Nominal anlaysis type for P&L, BS, etc.
NL8002Dashboard quicker to startup.  Added refresh button for Current Data Tab.
NL8002Nominal screen users can enable tabs and the connected group box of data
NL8002Nominal account screen now has a graph to show Actual vs budget
SL8002Monthly Sales Analysis report is renamed to Sales Period Analysis, minor tweaks for useabilty


March 2018
ModuleVersionPublished DetailsNew?
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 
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 
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 


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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