01/04/2025

Enhancements#

Transactions: A Quick Customise (Blue star icon top left of the grid) and Find Panel functionality were added to the grids in all the transaction list views. They were also added to some of the lookup views.

Settings: Settings were ungrouped and a Find Panel was added to make searching for a setting easier.

VAT Enhancements#

The General Setting > Accounting > VAT % – now allows up to 2 decimals (previously decimals were not allowed).

Ledger + All Modules that use VAT - VAT % – now allows up to 2 decimals (previously decimals were not allowed). Click the Update button to enable.

A VAT % column was added to all the Transaction list views as an easy way to confirm the VAT %.

When a transaction is copied, the VAT % is now updated from the General Setting. When an Invoice is copied to a Credit/Debit Note, however, the VAT % is copied from the Invoice.

Utilities > Update VAT % and Prices#

This utility is intended for use after a change in the VAT %. You can filter transactions by Date or by Status or both. Administrator Access is required to access this utility.

• Module – Select Materials, Services or a Transaction module.
• Date – Check the Date checkbox and enter a Start Date and End Date to set the Transaction Date Range (Applicable to Transactions only).
• Status – If all are unchecked, the Status filter is not applied (Applicable to Transactions only).
• VAT % – Set the new VAT % (The VAT % from General Settings is selected by default).

Fixes#

The link to Online Documentation now points to the Ver 17.04 Upgrade notes. It also provides an indirect link to BOS Pro docs so users can see new functionality.

Supplier Credit Notes was renamed to Supplier Debit Notes. The code is unchanged at SC, however.

The Help > Online documentation link now points to the upgrade notes for BP 2017.04.

Fixed: An Estimating Quote Summary was inserted for Itemised Quotations (The upgrade script deletes QUOTESUM records linked to itemised Quotations).

The upgrade script optimises the database by executing the following deletes (Visible after a Backup and Restore):

• All Email Attachments (might be carried over from earlier versions)
• Audits older than 12 months
• Work Order Impo and Cutout diagrams older than 12 months
• Estimate Impo and Cutout diagrams older than 36 months
• Reminders older than 12 months (Created when a Quote was copied)