SQLWorks Change Log

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
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 

 

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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