Ver 26.02 (Desktop)

Released: 07/09/2026

Enhancements#

Going forward, a version number is assigned for each minor upgrade, such as 26.02 and 26.03. Minor versions are for tracking only, making it easier to see if a customer is on the latest version. The only upgrade path is to the latest minor version. (Same as it is now.)

The application user interface was upgraded to a Windows 11 look and feel with the following options (See Main Menu > Help > Layout):

• Light - Regular
• Light - Compact (Default)
• Dark - Regular
• Dark - Compact

Customer Contacts - Edit View – The Status column was changed from an Active checkbox to a lookup combo box, similar to the one in the list view.

Attachments – Signature was added to the Type lookup.

Delivery Notes – Attachments functionality was added. (In preparation for Delivery App).

Customer Invoices – The Data Pipeline CI_Linked_Del was modified to work as follows:

• If the CI was created from a DN – only the linked DN appears.
• If the CI was created from a SO – all the DNs linked to the SO appear (which is how it worked previously).

Purchase Orders – A User filter was added to enable the following User Access options (Previously it was y/n):

• None
• All
• Own (User) – You can only view/edit Purchase Orders that you created.

NCR – You can now add Attachments to an email, if the email body contains an [ATTACHMENTS] tag.

The following General Settings were added to prevent database bloat: (Note: The delete function is executed when users log in to the application.)

• Quotations > Delete Quotations (PDF Docs) older than (Enter number of months) – Default = 6 months
• Work Orders > Delete Worktickets (PDF Docs) older than (Enter number of months) – Default = 6 months

Documentation - Reminder – My Organization > Staff > You can use the Desktop column to check which staff members were assigned an application password. (Effectively the Desktop App Users).

Quotations – A User Access setting was added for the Copy Rule to copy a Quotation to a new Quotation. (Default = Allow).

Cost of Sales Enhancements#

Items View > An option was added to the Data Filter to view Estimated vs Actual by Qty or by Value (Previously you could only view it by Qty).

Items View – Several redundant columns were removed from the Summary band.

Inventory Enhancements#

The Stock Check Status was moved from the Count records to the Header record.

When a Stock Check is updated, the header status is now set back to Pending.

The naming convention used in Stock Checks was standardised to:

• Est Qty – The expected quantity from the application
• Act Qty – The counted quantity
• Var Qty – Act Qty - Est Qty

An opening Stock Check is no longer required – the upgrade script deletes all the opening Stock Checks.

Item Summary > The Stock Check Status was added to the Inventory > checks grid view.

Inventory > Detailed Ledger – The somewhat confusing Active filter was removed.

Documentation > Reminder 1: When a Stock Check is created, a Header record (Table STOCKCHECK) is created with child Count records (Table STOCKCHECKCOUNT) for each unit that can be counted in a Stock Check. The Count records are converted and summed to the Header record.

Documentation > Reminder 2: Pending Stock Checks are not counted.

Product Estimating Enhancements - Labels#

Setup Waste and Run Waste can be assigned to Printing related services in the Product Estimate Setup and in the Estimate.

The Setup Waste is now assigned as follows:

• Printing – Added once
• Colour Changes – Added once for each colour change
• Plate Changes – Added once for each plate change

The Run Waste (%) is now assigned as follows:

• Printing – Added once
• Colour Changes – Added once – if the number of changes > 0
• Plate Changes – Added once – if the number of changes > 0

Product Estimating Enhancements - Cartons#

A new type Sheets was added and it works as follows:

• Calculation is identical to the Die Cut type.
• The Style and Box Size fields are hidden.

Fixes#

Fixed: When a Delivery Note was copied to an Invoice, the updated Description on the DN was not copied to the CI.

Fixed: When a Quotation was copied to a Sales Order, the Username was not assigned in the Changelog.

Fixed: Staff Summary – The Date filter on the Productivity tag was not working correctly.

Fixed: The Work Order No and Quotation No used a thousand separator which made it difficult to use the column header filter.

Fixed: Ink Groups – You could select Printing Types that were not set to use 'Ink Groups'.

Fixed: Printing Types – You could select invalid Run Type and Ink combinations when you created a new Printing Type (The trigger to prevent this only executed once you changed the selection).

Fixed: The Direct Cost indicator on Quotations and Sales Orders was not calculating correctly. (Fixed going forward only – existing transactions are not updated.)

Transactions – When you update the From transaction, you are now warned that downstream transactions are no longer linked to the selected Transaction.