29/9/2019
Key New Feature
Cost Code & Project Restrictions
We have now provided the same functionality for nominal code filtering for cost codes and projects. You can now restrict which cost codes and which projects a Division can select when raising an order. When editing a Division, you will notice the new layout and the tabs for restricting Cost Codes and Projects. Enable the restrictions and then select the codes that can be shown in the relevant drop-down lists when raising an order.
GRN state restrictions when recording an Invoice
Under Business > Settings > Validation, you will find a new setting - "Enable GRN Invoice Control" - You have two choices - warning or prevention. These settings are there to alert you when recording an invoice, when the corresponding order hasn't been received or fully received. You can either warn the person recording the invoice or prevent them from recording the invoice.
User Experience Change
Editing an order
When viewing an order, the long list of icons has been replaced with a new dropdown called "Document Actions" - click this to reveal all the icons and their actions. Why did we make this change? The list of choices was getting too long and this subtle change is neater and more friendly for anyone using a touch device like a table.
Invoice title on Finance dashboard - the recent row of metrics on the Finance dashboard now has a title to confirm these metrics only relate to invoices.
Reporting warning - As all reporting is now real-time, we have removed the warning message that the reporting may not be up to date. It should now always be up to date.
Bug Fixes
We have improved the GRN dashboard for the not fully received section - this was prone to timeouts for very large lists. This has been refactored now.
We have also changed the exporting of invoices to prevent multiple exports by clicking the export button multiple times - this has been refactored.
Issues with custom fields in reporting have been remedied.