Release Notes 03/02/2026

Customer Portal Enhancements

• Documents renamed to My Documents

• My Work Orders section added

• Active Work Orders now visible on the Dashboard

• Work Orders can now be viewed directly from the portal

• New Show Work Orders option added to Customer Portal Settings

• New Language section added to Customer Portal Settings

• Contacts section added under General

• Customer Quick View is now accessible from Delivery Addresses and Contacts

Work Orders & Workshop Improvements

• Delivery Address search now supports partial address matching

• Delivery Address edit form updated to a 3-column layout, with priority fields moved to the top

• New Delivery Address can now be added directly from the Work Order

• “Change Mechanic” renamed to Change Assignee

• Updated Change Assignee popup title for consistency

• Push Notifications added when:

  • Assigning a user on Work Order creation

  • Changing the assigned user

  • Using Change Assignee from the Work Order list

• New Workshop setting: Send a Push Notification when a Work Order is assigned to a Technician

• Equipment sidebar renamed to Equipment Detail

• Location mismatch warning added when assigning equipment to a Work Order

• With multiple equipment enabled, the Machine Enquiry menu now shows ...

Stock & Inventory Updates

• Stock Transfer Out:

  • Locations sorted alphabetically

  • Quantity fields locked to numeric / 4DP

  • Column names updated to Current Q.O.H / New Q.O.H

  • Delete renamed to Remove with confirmation

  • Batch Number now enforces custom label

• Stock Transfer In:

  • Company Name now shown instead of Store Code

  • Batch Number column added

  • Accepted Qty locked to numeric / 4DP

• Stock Transfers now support customisable document numbers

  • Default format: STRN-{00000}

Purchasing, Invoicing & VAT

• Supplier Invoice:

  • Additional Charge Net & VAT locked to 2DP

  • Select-All checkbox added to Docket Details

• Fixed Additional Charges being added with 0 Purchase Price

• Fixed incorrect VAT Rate from WooCommerce when no Tax Class was set

• Fixed multiple Invoices being created from repeated “Convert to Invoice” clicks

Hire Contracts & Reporting

• Clocked Hours:

  • Column filtering enabled

  • “Write Up” column naming standardised

  • Created column removed

• Invoiced Hire Contracts:

  • Assign Custom Form disabled

  • Custom Forms tab set to read-only

• Created column removed from all Employee Hours reports (System, Workshop, Projects)

Fixes & UI Polish

• Fixed incorrect JSON sent to Big Red Cloud

• Fixed Quote List New Quote button flicker

• Fixed Add Note appearing behind Quick Patient View

• Notes added from Quick Patient View now correctly sync to Consult Notes