Release Notes 28/09/2026

Mobile App – Multi-Currency

• Sales Invoice and Quote creation screens now display the selected Customer's Currency alongside the Total
• Sales Invoices and Quotes now use the Customer's correct Currency and Exchange Rate
• Work Orders now use the Customer's correct Currency and Exchange Rate

Mobile App – Customer Pricing & VAT

• Customer Price Lists are now enforced when creating or editing:
  • Sales Invoices
  • Sales Orders
  • Quotes
  • Work Orders
• FIXED: When a Customer has a Default VAT Rate, that rate is now correctly used when adding products to a Work Order

Mobile App – Customer Management

• Customer Edit has been updated to provide quicker access to:
  • Documents
  • Notes
  • Delivery Addresses
  • Linked Customers
  • Take Picture
• The Save button has moved from the top action menu directly onto the Customer Edit page
• Aging removed from the Customer Edit action bar
• Clicking a Linked Customer now provides the option to open that Customer
• Photos can now be taken directly from Customer Edit and saved as documents against the Customer
• Sales Invoice and Quote screens now allow you to use Detail to quickly access Customer information
• FIXED: & characters in Customer names now display correctly on the Customer List

Customer Notes

• New Note Reasons setup added under Settings & Tools → Customers
• Default Note Reasons added:
  • General Query
  • Site Visit
  • Complaint
  • Phone Call
• Note field renamed to Details
• New Reason dropdown added when creating Customer Notes
• Customer Quick View now includes a Reason column, grouped by default
• Add Note added to the Customer List … menu
• Add Note from Customer Quick View now opens in a larger form for easier entry
• Mobile App now supports adding Customer Notes, including their Reason
• Note Reason is displayed within Customer Edit → Notes on the Mobile App

Customer Documents

• Add Document added to Customer Edit
• New Documents tab added under Customer Quick View → CRM
• The Documents tab displays documents attached directly to the Customer, separate from documents attached to Sales Invoices, Quotes and other transactions

Mobile App – Work Orders & Vehicles

• Work Order addresses are now truncated on the list for a cleaner display, with the full address available through Directions
• FIXED: Vehicle search now supports apostrophes (')
• FIXED: Vehicles are now searchable within the Work Around module

Purchase Orders & Goods Receiving

• FIXED: Purchase Orders no longer remain on Back Order once the full ordered quantity has been received
• Purchase Order lists and read-only views now display Ordered and Received Quantities to 4 decimal places
• Editing an existing Purchase Order now preserves its full 4-decimal quantity precision
• Receive Product now displays the following to 4 decimal places:
  • Ordered Quantity
  • Quantity Already Received
  • Quantity Being Received
  • Pallet Tare
  • Packaging Tare
  • Adjusted Quantity
• Selecting or scanning the same product again now reopens the Receive dialog when there is still quantity outstanding
• Allocation logic has been restored to its previous behaviour

Sales Documents

• FIXED: Sales Order and Credit Note quantity precision standardised to 2 decimal places

Manufacturing

• Created is now populated on the Manufacturing Order Edit screen