Release Notes 19/10/2026

Mobile App – Sales & Payments

• New setting: “Payments are not taken on the App, they can only be taken in the Back Office”

  • When enabled, Mobile App users can only Charge To Account rather than take payments

  • This setting applies when using the Trade Counter configuration

  • Customers marked On Hold cannot be charged to account and users are advised to contact their Administrator

• On Account renamed to Charge To Account, bringing the Mobile App in line with the Web application

• Sales Invoice payment methods now follow the configured Payment Types

Diary & Appointment Notifications

Three new email alerts have been introduced to help employees stay informed about their appointments.

• New Appointment Assigned: Employees subscribed to this alert receive an email containing the appointment details when assigned a new appointment

• Appointment Reminder: Employees can receive an email reminder a configured number of days before their appointment

• Today's Appointments: Employees can receive a daily email summarising their appointments for the day, including Title, Customer, Location, Start Time, End Time and Reason

Additional improvements:

• New Notification (Days Before) field added to appointments

• New Default Notification (Days Before) setting under Settings & Tools → Diary

• Daily appointment reminders and summaries are sent between 07:00 and 08:00

• Default time for an Appointment (minutes) now accepts numeric values only

• Appointments Today dashboard no longer includes deleted appointments

Mobile App – Appointment Management

• New Appointment screen now includes a Back button

• Appointment End Date/Time cannot be earlier than the Start Date/Time

• Appointments must have a minimum duration of 5 minutes

• A Title is now mandatory when creating a Follow-Up Appointment

• My Appointments date selector now uses the standard blue date/time button

• Reason dropdowns now follow the configured Display Order and Description, matching the Web application

Mobile App – VAT & EU Analysis

• Other EU Analysis is now correctly applied to both Product and Comment lines across:

  • Sales Invoices

  • Sales Orders

  • Quotes

• FIXED: Recording a Cost against a Comment line

Mobile App – Inventory Costing

The Mobile App now provides more accurate product costing across sales documents and Work Orders.

• Weighted Average Cost is now enforced when creating:

  • Sales Invoices

  • Sales Orders

  • Quotes

• Weighted Average Cost is also enforced when creating or editing Work Orders

• When selecting a Batch Number on Sales Invoices, Sales Orders or Quotes:

  • The Batch Unit Cost is used when available, rather than the Product's current Unit Cost

  • For products using Weighted Average Cost, the Batch Average Unit Cost is used when available instead of the Product's current Average Unit Cost

Customer Payments

• FIXED: Customer details not displaying correctly on the Receive Payment page when certain Customer fields contained empty (NULL) values

• FIXED: Performance issues on the Receive Payment page for businesses with more than 10,000 Customers

• FIXED: Deleting a payment from the Sales Invoice Quick View now correctly updates the Base Payment Amount, preventing misleading notes when subsequent payments are posted