Recent Updates and Bug Fixes
This page details SQLWorks software version updates, faults identified and bugs fixed.
Last Updated: 28.05.2020
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
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June 2017
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