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

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

Recent Updates and Bug Fixes

December 2019

November 2019

October 2019

September 2019

August 2019

July 2019

June 2019

May 2019

March & April 2019

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