Recent Updates and Bug Fixes
This page details SQLWorks software version updates, faults identified and bugs fixed.
Last Updated: 02.02.2021
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 |
8010 | Forwarded Emails now include attachments | ||
BANK | 8010 | Bank changes now sync correctly with purchase ledger. | |
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 | |
8010 | Added check for unsent mail option to email list | ||
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. | |
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? |
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 |
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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