Thursday, 15 September 2022

Build 314

  • Added option to email invoice after approval
  • Added option for multiple domains on user email restriction
  • Added warning for Ops and Fin Qty mismatch
  • Added Invoice Statement page for customers
  • Initialize Quotation from Workflow Default Accounts
  • Asset Fields moved from Master table to Data Fields page
  • Added hyperlinks for Work Order ID and Job Number in Advanced Reports

Tuesday, 23 August 2022

Build 313

  • Added filter for Linked T/D in Quotations
  • Added Download/Preview option on Invoice listing page
  • Terminology Change: Shipment renamed to Job
  • Allow document cancellation of common documents
  • Redesigned WO Export page
  • Allow KPI Export in Days/Hours
  • Allow supporting documents to be attached when generating Invoice

Thursday, 11 August 2022

Build 312

  • Computed flag added for Data Field definitions
  • Load Type filter added in Ops
  • Bulk Action on Finance Jobs


Monday, 1 August 2022

Build 311

  • Recipients popup redesigned
  • Entity Type data field added to Data Field Definitions
  • Added Internal & External Remarks to Accounts Export
  • Fixed issue with Form event triggers
  • Added Menu Group for dynamic pages
  • Added function to duplicate invoice
  • Added custom validation for Ops/Finance document download
  • Multi-currency capability for multi-company shipments added

Wednesday, 20 July 2022

Build 310

  • Added Remarks to Items in WO
  • Finance Integration per Company
  • WO Email Docs - Remember email recipients
  • Entity Export - Per Company tab added
  • Top 20 Entities changed to Top 50 Entities

Tuesday, 5 July 2022

Build 309

  • Accounts, Invoices and Bills page - filtered to single office
  • Added workflow selection to quotations
  • Allow validation and finalisation of multiple bills
  • Accounts page - filtered to single office
  • Added Bulk Action tool for SysAdmins
  • Fixed issue with Multi-WO Form updates
  • Added Refresh Quantity option on finance page
  • Added quick selection of date ranges

Thursday, 23 June 2022

Build 308

  • Upgraded to .Net Framework 4.8
  • Added IP Geolocation Cache
  • Work Order Data search option added to Quick Search
  • Fixed issue with Customer Shipments API
  • Added editable fields capability in Quotation forms
  • Added Account Approval filter on Bills page

Thursday, 16 June 2022

Build 307

  • Added column width settings to Advanced reports and Query reports
  • Added duplicate container filters to Ops page
  • Added option to hide cancelled WO in Shipment page
  • Allow pro-forma Invoice generation with un-approved accounts
  • Added Action Log tab for entities
  • Added Action Log tab for Assets
  • Added Depot Type filter and column on Depot List
  • Allow ad-hoc accounts in invoices

Thursday, 2 June 2022

Build 305

  • Fixed alignment on Query reports
  • Allow splitting Income/Disbursements on Invoices 
  • Added 'Long running Reports' notification for Sysadmins

Thursday, 26 May 2022

Build 304

  • Added Email retry functionality (up to 5 attempts)
  • Asset Map View page implemented
  • Active filter added on Finance Masters
  • Added Cancel Request option when requesting closure of job

Friday, 20 May 2022

Build 303

  • Quotation Module added
  • Updated Google Auth
  • Quotation tab added to Entity Details
  • MS Authentication Added
  • Actions & Validations added for Change/Update Transport Document
  • Warehouses linked to Companies
  • Field Data added to Quotations
  • Added Expenses & Disbursements to Quotations
  • Added Owner Role and Due By to Events and Data

Friday, 29 April 2022

Build 302

  • Code for Form Sequence number added
  • Manager field added for Users
  • Option to select Subordinate as Activity Owner
  • Added Company specific roles
  • Added support for Audit Log database.

Thursday, 14 April 2022

Build 301

  • Last Comments added to Finance view
  • Added Totals on Bills and Invoices page
  • Added Internal Remarks for Accounts
  • Added Deleted Accounts table
  • Added 'Share' icons to copy urls
  • Added 'Notify Users' function when updating WO remarks
  • Added option to update all container numbers in a shipment
  • Added support for SFTP
  • Added API GetEntityWOByDate
  • CSV separator added for Query Reports
  • Entity Activity creation from Activities page
  • Manager added for Users
  • Events & Data page released

Monday, 14 March 2022

Build 300

  • SQL Compute fields added
  • Fixed issue with Bill Export
  • Finance page redesigned with customizable columns

Thursday, 3 March 2022

Build 299

  • Remarks added to Bills
  • Added Unallocated Amount column in Bills
  • Added Column Sum in Finance Job Estimates/Actuals
  • Option to auto-allocate expenses when creating bill
  • Added 'Disputed' flag in Bills
  • Added 'Set Amount' bulk action in Finance

Tuesday, 15 February 2022

Build 298

  • Added Assign Accounts to Bills
  • Added new Depot Data Type
  • Bulk add recipients for advanced report subscriptions
  • Fixed issue with Container Type description

Thursday, 3 February 2022

Build 297

  • Added Default Credit Days property on Company
  • Added regex based matching for Document Checklist
  • Added Payment/Receipt Voucher generation
  • Added Finance Documents page
  • Added action to bulk approve accounts
  • Added action to bulk assign accounts
  • Added Responsible Person filter on Finance Workflows page
  • Added Finance Document cancellation function
  • Added Auto-Approve Estimates setting

Monday, 24 January 2022

Build 296

  • Added feature to show/hide accounts
  • Option to email Finance Documents
  • Added sorting on Invoices, Bills and Accounts pages
  • Reset functions for Invoices and Bills (SysAdmins only)
  • Allow users to add past exchange rates where missing
  • Added Custom SQL column capability for Finance > Workflows page
  • Added invoice document generation function

Thursday, 6 January 2022

Build 295

  • Added Transaction Type on Country Tax masters
  • Added Approval Mode setting for Accounts
  • Added Credit Note Date for Invoice reversal 
  • Account Quantity set to retain instead of dynamic