SQLWorks Change Log

Recent Updates and Bug Fixes

This page details SQLWorks software version updates, faults identified and bugs fixed.
Last Updated: 13.01.2019

 

December 2019
ModuleVersionPublished NotesNew?
PL812PL search function now looks for CONTAINS values in Our Ref field.Y
STOCKStock Ledger Order allocation report was giving an error
STOCKSet kit info lookups to only read data from active kit items
SLFixes to automatic credit control process
DOCS812Document storage mode is restricted to off, internal or external =DB
NOM812When clicking on a 0 audit number record, a full was being done. Fixed this problem.
NOM812Nominal 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
SL8012My Activity tab can now show ALL activity.  Click on RED toggle icon.Y
NOM8012Nominal 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
NOM8012Nominal ledger now allows you to duplicate a journal entry into a new journal then modify details from there.Y
NOM8012Nominal 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
GENERAL8011Employee section expanded to include bio and photoY
STK8011Added option to filter stock list by product type from quick select menu

 

November 2019
ModuleVersionPublished NotesNew?
STK8011Colour, material and size now have a lookup to show previously entered values
STK8011Added ‘Show Outstanding W/no’ buttonY
STK8011Added Works Order list to Stock MenuY
PRLIST8011Fixes to the new company window, SL or PL tabs will automatically be enabled if created from the SL or PL
SL8011New preference allowing you to decide if outstanding orders are also put on hold with the accountY
NOM8011Corrected column data for T Account display
NOM8011Trial Balance has profit value added in totals.Y
CRM8011Changed the detection for corrupt emails during import.  Better feedback givenY
CRM8011Prompt to delete imported emails after import.Y
CRM8011Saving the email headers and MIME lists on email importY
CRM8011Added routine to check for duplicate emails while importing into SQLWorksY
PREFS8011Quotes tab includes additional section to setup trade portal preferences.
STK8011Stock 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 tabY
STK8011Tab sequence reordered, minor adjustments to layout
SL8011Order No sequence check now deals with IWT orders
STK8011Added field for “commission percentage” to stockY
SL8011Added field for “fixed carriage price” to SL accounts, this is for when there is a carriage agreement in place.

Y

 

STK8011Stock items can now link to another stock item that represents the packet or box that contains it. Package items can be chained together.

Y

 

SL8011Corrections to overnight credit control sync logs

Y

 

STK8011System wide unit values are shown in stock tab

Y

 

STK8011Added 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

 

STK8011Length has been renamed to height so that we now have width+height+depth. Width can be used for length or diameter if needed

Y

 

STK8011Moved dimension and material information from analysis to info tab

Y

 

SL8011Added 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

 

SALE8010Allowed reconciling negatives to keep its transaction open so that other data changes can be made before committing the reconciliation.
SALE8010Fixed prepayment nominal journals so that they debit the correct code.

Y

 

ALL8010Corrections to prompt windows that were defaulting to cancel instead of OK

Y

 

SALE8010Adjusted 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
ModuleVersionPublished NotesNew
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. 

 

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. 
STOCK V8008 Added Serial No search button to Stock Toolbar. 
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. 
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. 
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
ModuleVersionPublished DetailsNew

SL 

CORE 

V8007 

V8007 

Added quick email button for Inv/ord/Statement addresses. 
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. 
VAT V8007 New HMRC fraud headers implemented as per HMRC instructions 
BANK V8007 

Rationalised payment/receipt naming type methods, 

/0=Chq/1=Csh/2=Trn/3=Crd/4=DD/5=BAC/’ 

VAT V8007 MTD tools added to connect prev periods 
Pl V8007 Added Analysis to Defaults Tab 
SL V8007 Added Analysis to Defaults Tab
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. 

 

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. 

 

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. 
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 2019
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 2019
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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