Please note: We use Release Rings to systematically roll out new features to users in a way that minimises risk. This means that updates aren't rolled out to every user on the day they're shipped. Instead, they're gradually delivered to a small percentage of customers each day within specified Release Rings. Of course, if customers report issues with an update, we'll pause the rollout while we investigate. So, if you can't see the newest updates yet, don't worry - you'll receive them in the next few weeks.
📓 Improved Exporting of Large Reports
The export functionality in Reports (used in "Save to Excel" or "Update via Excel" features) has been rewritten to better handle large amounts of data. Exports now happen in the background and you'll be able to see the progress of your export as it runs. Users will also be emailed when their export is available, so they don’t even need to keep the window open. There's no longer a maximum time that an export can take, as any slow exports will just keep running as a background task.
To help users manage and keep track of these new background tasks, there's a new icon in the top right of the app bar. This new icon looks like a database with an export arrow. Clicking this icon will allow the user to see their active and recent exports.
💳 Enhanced Word Quote Tables
A new type of Word Quote table has been created that gives users much more flexibility for displaying Quote lines with different fields, titles and layouts. It allows any field to be selected from Quote lines or any related entities, including custom fields. It also supports resequencing and renaming of the columns and some limited options for specific data formatting (such as the number of decimals to display).
🔍 Report Field Searching
We’ve added the ability to search fields by name in the Report Builder. Although the entity tree view will still provide the clearest way for some users to navigate the data, the search will let you find a field if you’re not sure where in the tree it appears.
🐛 Other Fixes & Enhancements
Reports now have a “go to page” option if they have more than 5 pages of data, making it quicker and easier to get to the page you need.
Product supplier data is now imported for Cin7.
There's now a prompt to save changes when closing a new and unsaved Report.
The “Add Custom Fields” option now appears at the bottom of the custom fields list instead of next to the root node when viewing the tree of fields (such a in the Report Builder).
Various field visibility rules have been improved in the Report Builder, again to make it easier for users to find the fields they will most likely need.
The Report Builder has improved scrolling on the entity tree (now on the tree scrolls, while other elements of the page are fixed in place, and so don't disappear of the page when scrolling).
A help link has been added to the Report Builder screen when creating a new Report.
Some performance improvements have been made to many of the cloud Accounting imports to reduce the volume of messages being generated. Small messages will now be grouped together to improve import speed and reduce resource usage.
Purchase ledger accounts_ids are now imported for Unleashed. This is required to migrate purchase ledger IDs in the future, to allow product supplier imports, ensuring any sync delays are minimised.
Fixed some performance issues in the new (in preview) OData lite API when retrieving and counting large amounts of data.
OData lite will now time out any long running (and potentially broken) requests after 60 seconds.
Fixed a bug with OData lite where expanding multiple collection entities would result in duplicates.
QuickBooks Online order posting has been improved to set the delivery address and to correctly set extended descriptions on order lines.
Non-Admin users no longer get a link to the "Restore" page when viewing a deleted record.
Fixed a bug that prevented the [Not Set] value from appearing when filtering on an expanded entity.
Katana sync now dedupes Contacts before deciding if the record is a B2C.
Cube views in the database will now adjust their definition of the start and end of the month based on the system timezone.
Fixed a bug that prevented pasting into Address Line 1 in Firefox.
Fixed permissions to allow non-Admin users to remove Magic Matrix Company category overrides.
Fixed an issue that could cause sales transaction margin figures to be calculated using the wrong values.
Fixed the search window sometimes showing Account Managers from a level where they weren't being used.
Fixed a bug where using the “based on” feature for Quotes would use the wrong tax value if the Quote contained the same product on multiple lines.
Fixed a crash when trying to create a Sales Order against a Problem record.
Fixed a bug where the postcode search result selection box was marked as required and would prevent the window from closing if not selected from.
Fixed incorrect sorting on the notepad Activity drop-down.
Fixed a crash when trying to Mailchimp tag Contacts in a Contact search Report.
Fixed a bug that caused inconsistent column ordering when exporting Reports with different filters.
Fixed a bug where placeholder (-42) records could show up in Report entity previews.
Added the ability for the warehouse field to be made optional in Exchequer sales ledger creation.
Updated DEAR Inventory imports to set the order date when importing uninvoiced transactions.
Fixed a bug where sequenceable Reports would appear in the wrong order if the sequence was grouped by other fields.
Fixed the Company year-to-date analysis field appearing as a 0 without a currency symbol if there were no rows of data.
Fixed the appearance of the Guttometer in Reports if it's set to editable.
Fixed inconsistent preview field selection in the Report Builder when using different browsers.
Added Operating Company titles to the multi-opco filter drop-down to improve usability.
Fixed a crash when setting a system option that reset a cloud import section for non-cloud or disconnected Accounting systems.
Fixed a bug where the failure warning bar would remain on a Quote that failed and was subsequently cancelled.
Fixed a bug where toggling between PDF'ing and not PDF'ing a document would generate increasingly long file names.
Opportunities without a description now appear as “Opportunity ###” instead of “Lead ###” in the search results screen.
Fixed sales and purchase ledger balances always showing as 0 in the search results screen.
Added business logic to OData that prevents orders in the status of "waiting to be confirmed" from being set to that status a second time. This should prevent order and webhook duplication if something attempts to do this.
Updated several Reports to use the new status component.
Fixed a bug in the CMS where ampersands in product IDs would not be escaped correctly when loading product images.
Quote validation logic now fires when choosing to confirm a Sales Order from the close window prompt.
The CMS categories plugin now generates a dynamic page title when in thumbnail mode.
The CMS product groups plugin now updates the page title with the current group when in thumbnail mode.
The categories list and groups plugin now has an option to show the extended description after the thumbnails instead of before.
An option has been added to the articles plugin to include a “back” button when viewing an article detail.
The CMS manage baskets plugin has been migrated from COM to .Net for improved performance and multi-threading.