Release Notes 28/3/2017  Major Feature – Xero Integration – We have released our Xero integration, it’s in Beta, so we expect a few changes to make along the way but it works really well. If you are a Xero user, please connect up. The documentation is here 18/3/2017 Major Feature – New budgets module – budgets by nominal or cost code, apply to divisions or projects. Download guide New Budgets New Feature – Workflow copying – you can now multi-select divisions to copy a workflow to New Feature – Workflow – We have created a Head of Department & Business Unit Head placeholder as the “Approver” Refinement – Improved vendor deletion when editing the vendor Refinement – Excel invoice export now has Currency code Refinement – New user wizard – now select multiple divisions from multiple business units Bug Fix – IE11 order total not adding up Bug Fix – Various IE11 inconsistencies looked at and fixed Bug Fix – Batch invoice approvals fixed so status goes to green 11/3/2017 We sneaked some more new stuff out this morning, including: New feature – New user wizard – when registering a user, you can now use a Wizard to make sure all steps are followed New Feature – Restricted View – you can now set a user to have a restricted view. This means they only see their own orders or invoices Refinement – Res-sending an order to a supplier – now adds Revised in the email subject Refinement – Product paging – now we won’t load the entire vendor product set inside the vendor. You can page and search for a product Refinement – In tax codes, you can now choose which codes are displayed or hidden from lists and set a default (in readiness for Xero integration) Refinement – Uploading a PDF into a order can now be done by users with just the Create permission Refinement – Draft PO – A user without the update permission can edit their own Draft order and release it Bug Fix – GRN screen – Amount totals fixed Bug Fix – Invoice approval link – fixed so that you dont have to be logged in to access it   07/03/2017 We have put out another release today with some refinements and two major new features. It’s mainly about invoice approvals in this release. Major Feature – Vendor forced to approve purchase order and schedule of works by reviewing and digitally signing acceptance. Construction industry feature. Major Feature – Invoice Approval – An approver can now be forced to code the invoice as well as a binary (approve / reject) approval. New Feature – Invoice Approvals – we have now created a new approval type of invoice. Existing approvals will still work with invoices though. New Feature – Excel invoice export – we have created a new export type for invoices called Excel New Feature – Automatic invoice export – as part of an approval process the invoices can be exported automatically if export type is SmartInvoice (and Xero on next release) New Feature – GRN reporting – two new reports for GRN under reporting Refinement – You can now add a PDF of an invoice as part of editing. Paperclip icon on invoice edit screen will allow adding of a new / replacement PDF Refinement – Products – You can now set the tax code of a product under Vendors > Products Refinement – Invoice line items – we now allow decimals in the quantities Refinement – Closed orders can now be shown in reporting if required Refinement – Reject email now sent to the originator and the person who created the order ie Sarah raised it on Bobs behalf – both get notified if rejected Refinement – Uploading documents for an order – now added 3 types – quote, schedule of works, & other Refinement – Importing suppliers, we now don’t police the contact name and we have added a progress status for the import Refinement – Our terms page is now added to the footer of the Zahara application and all new triallers have to accept the terms Bug Fix – Adding an invoice PDF has been causing errors for some as part of recording an invoice. We have fixed this. Also … Imminent for release are a major Budgets overhaul – what we call enterprise class budgets & our Xero integration. Hopefully both in March. Both are in final test pending sign-off.     21/2/2017 This months release has been all about fixing some”under the hood” stuff. Nothing very glamorous but every little fix adds to the reliability and functionality in some way. However, we have released a major feature and a couple of very nice productivity improvements. Major Feature – Import Orders – You can now batch import orders into Zahara using our downloadable template New Feature – Import Line Items – You can create an order and now import line items using our downloadable template New Feature – Email the Originator at any time during a workflow using the Send Email step and the {originator_user_email} placeholder in To: New Feature – Credit notes – We now recognise a negative invoice as a Credit Note and support exporting of Credit Notes into Sage 50 using SmartSync New Feature – User Placeholders – We have created user placeholders – name, email, telephone that can be added to your PDF template Refinement – GRN Icons – Now you can easily see all GRN orders and the status is colour coded Refinement – Improved welcome screen with check list of actions Refinement – “All Approved” is another new list filter added Refinement – Goods required date added to reporting Refinement – Users – we now show you in red any users that havent been assigned to a Division   28/1/2017
New Feature – Save as Draft – You can now create an order but Save as a Draft – then edit and resume at any time New Feature – Reporting – We have now added invoices in the reporting options New Feature – Order Notes – Money values – you can now choose whether to show balances including or excluding tax under Business Settings >Defaults New Feature – Extra invoice filters when viewing lists of invoices New Feature – Invoices – Duplicate check – When recording an invoice we alert you if the invoice number has already been recorded for this supplier New Feature – Order – You can now set that the Originator has to specify a value for the order – under Business Settings > Validation New Feature – Invoices & GRN – You can now limit the GRN & Invoice so once fully allocated no additional invoices or GRN’s can be recorded – Business Settings > Validations New Feature – Invoice Export settings – have now been moved to Business Settings > Defaults New Feature – Invoice Export settings > You can now choose SmartSync – our new ODBC / Sage 50 sync tool – ask for details New Feature – Add a “My Orders” filter in Purchase Orders New Feature – Batch Print – you can select and Batch Print orders out now New Feature – Website chat – we have added website chat / support for Trialling users New Feature – Supplier Default Terms – You can now set terms for a supplier – like “30 Days Net” and use this placeholder in the PDF template New Feature – Discount % placeholder for line items New Feature – Bulk removal of users – you can multi-select users and remove them from Divisions / Business Units New Feature – Division ID field – new field added for Sage / ERP users. Place your Department ID value in here for invoice exporting (Sage 50) Refinement – You can now edit a username in Admin > Settings > User Management  – Long overdue ! Refinement – Reporting – Multi-divisions now selectable and Projects selectable Refinement – When adding new users, we now prompt you to add them to a Division and add their permissions Refinement – Better error messages when the user cannot login Refinement – Product searching in now “Contains” and not “Begins with” Refinement – Australian localisation – refer to Ledger / Nominal codes as Account codes Refinement – Approve / Reject Button – refined again for all devices Refinement – New tenancy registration pages improved Bug Fix – Deleting invoice line items – issues resolved here Bug Fix – When adding a new supplier as part of an order, the new supplier is placed in the supplier field Bug Fix – When recording an invoice against a matched order, line are correctly copied through now     5/1/2017 New Feature – Sort Order – All lists, like costs codes, can now have a sort order set. Find this in Business Settings, Formatting New Feature – Type ahead – On Nominals, Cost Codes, Products & Projects you can now type a few characters and the list filters automatically. Tab and the top one will be selected New Features – Import users – you can now import users from a CSV file New Feature – Batch password reset – you can now multiple select users and send a password reset email to them Refinement – When creating a Purchase Order pattern in Business Settings we warn if you choose characters we don’t recommend Refinement – We have started localisation so US users will now start to see more familiar wording like Ledger, Vendor, etc. More to do here. Refinement – Tenancy registration – added more validation on the email address on screen one Bug Fix – Cost Codes – The Cost code now displays in the approval review screen Bug Fix – Supplier Comments – Automated approval history now removed from the Supplier Comments field Bug Fix – Approvers Name placeholder for emails now works if there are multiple approvers Bug Fix – Approvals Tab – Originators should now see order awaiting approval that were raised on their behalf.   23/12/2016 Major Feature – Workflow – A condition can now be applied to an individual approver step when adding or editing existing workflows. New Feature – Divisions – Ability to upload your own Division image New Feature – Approval Review Screen – mouse over on Cost Code & Nominal Code to tell you what they are New Feature – Suppliers – Multiple Select – Copy to another business unit or Delete New Feature – Suppliers – Account Code validation – you can now set an account code Pattern in business settings and then make sure new or edited suppliers match the pattern Refinement – Suppliers – Default Currency – Now when adding a new supplier, the default currency will be set to the Business Unit default currency Refinement – Suppliers – Edit icon removed from list screen and added to the edit supplier screen Refinement – Suppliers – Warning message if you try and edit or add a supplier with an existing account code Bug Fix – Approval tab wasn’t distinct to the logged on user – it is now Bug Fix – Reopened Purchases won’t go straight back into a workflow   02/12/2016 New Feature – Complete audit trail / approval history now available in approval email – use placeholders {order_history} and {invoice_history} New Feature – Process Map – Now when you click on the green / orange / red icons, you get a complete process map and a colour scheme to see where you are in the process. Refinement – Approval review screen now has Currency and document history Refinement – Cost code description now is export reports Bug Fix – Partial invoice quanties error fixed Bug Fix – QuickBooks IIF Invoice corrected Bug Fix – Invoice approval now triggering on raising of invoice when set to automatic workflow.   02/11/2016   New Feature  – Batch Approval – Approvers can now batch approve across all Business units on the Approval tab Refinement – Upload Quote PDF as part of raising an order – You can now add a quote PDF / other PDF when raising an order Refinement – Add Despatch Note – as part of the GRN process, you can now upload a PDF of the delivery note Refinement – Invoice Approval – Paper clip icon now visible – Approvers can see the PDF of an invoice on the review screen Refinement – Placeholders – We have added more document placeholders including Approver Name and  Document Link Bug Fix – Costs Codes now visible on the approval review screen Bug Fix – Placeholder – {Created_Day} – Now shows the Order Date (day) it was created ie the Order Date 2016-14-10 Refinement – Divisions > Nominal Restriction > Panel is now hidden until revealed Refinement – Purchase > Notes – Audit trail / notes now includes who closed an order Refinement – Purchase > Notes – Approval comments now added Refinement – Invoice – Credit notes can now be created as well Refinement – Purchases – Default view is now Last 30 days Refinement – Products – Importing existing products will update pricing, not create a duplicate Refinement – Purchase – We have removed the word “Order” from many of the screens – a Purchase Request becomes a Purchase Order! Bug Fix – API – Addresses are now visible in a Click2Sync download Bug Fix – Column sorting – General fixing of all date sorting Bug Fix – Projects – inactive projects can now be accessed and edited Bug Fix – Cost Codes – formatting under business settings fixed Bug Fix – Business Unit – cannot delete the last Business Unit now and lock yourself out 2016-16-09 Bug Fix – Various validations on the registration page Bug Fix – Help / Release Notes – hyperlink fixed Bug Fix – Reject email not received for some users Bug Fix – Accruals box – correct value not displayed Bug Fix – Certain user graphs not displaying correctly Bug Fix – Couldn’t Reject from dashboard Bug Fix – If nominal code has apostrophe cannot be renamed New Feature – Workflow – Conditional start New Feature – Dates – Choose your date format (Business Settings) New Feature – Invoices – New editable New Feature – Report a bug added to help menu New Feature – Reporting spreadsheet – Now a download link (better for larger files) Refinement – Line item description box now expandable Refinement – New animated image on login screen Refinement – Some US localisation / wording changes Refinement – Major improvements & changes to API 2016-16-8 Bug Fix – Approval review screen – now lists projects Bug Fix – Recording an invoice – Date now shows Bug Fix – SMTP settings now editable for paying customers Bug Fix – PO sort order fixed Bug Fix – Dashboard boxes sizing issue Refinement – PO view is now defaulted to “This Month” New Feature – Users – Can now set a default Business Unit New Feature – Search – New search box in the top right menu – search across PO’s, suppliers & projects New Feature – Select All on Invoices view New Feature – Workflow – emails – can now add placeholders New Feature – Business Settings – Can now Purge all orders New Feature – Can now add a PDF to the PO notes (quote / proposal relating to the PO) 2016-15-7 A new release was pushed at 8am this morning. Bug Fix – Logo now back in the Purchase Order Template Bug Fix – Reject email now being sent when approver rejects New Feature – Workflow – Can now delete a workflow New Feature – Workflow – Option to send an update email to approvers between workflow steps New Feature – Workflow – Option to CC the originator when sending PO to supplier New Feature – Workflow – New “Send Email” step can be added to any workflow New Feature – Workflow – Approver / Reject buttons can now be put into the Approval email New Feature – Workflow – Approver can now batch approve from the dashboard Approvals tab New Feature – Orders – Duplicate order prevention – Option to check whether a similar order has been raised New Feature – Analysis – New drop down menu item for admins – 7 Graphs on one page New Feature – Export to CSV – Export invoice data to Xero CSV format New Feature – Export to IIF – Export invoice data to Quickbooks Bill IIF format New Feature – Orders / Invoices displayed – Additional filters in lower dropdown New Feature – Projects – Can now import projects using CSV New Feature – Projects – Can now view a project and see all orders and invoices associated with it New Feature – Currencies – All reporting is converted into your home currency regardless of what currency the PO / Invoice is in. Refinement – Changed word Requisitor to Originator Refinement – Admin tab removed from the home page dashboard Refinement – Supplier import – Account code and email are no longer required fields

Release Notes

2016-22-6 A new release was pushed at 12pm today Bug Fix – speed issue on logging in / raising order for some users – new streamlined code Big Fixes – various bugs noticed / reported have been addressed Bug Fix – Searching for PO/s Invoice / Suppliers  now accurate and reliable New Feature – Finance Dashboard – New Accruals visual = Orders raised, less invoices received against them New Feature -Finance Dashboard – 2 new spend analysis graphs New Feature -Finance Dashboard – Removal of PO & Invoice lists New Feature – Paging of PO’s & Invoices – Now has Last Month, This Month, All New Feature – Paging of PO’s / Invoices – display 20,50, 100, 200 items in lists New Feature – Manual adding of invoices – much more advanced with invoice matching (Non FlexiCapture recording) New Feature – Restrict By Nominal – You can now restrict which nominal codes appear for a Division when raising a PO Refinement   – Business Settings – Now tabbed – neater Refinement   – Logo – Now more reliable when adding your logo Refinement –  You can now delete a Division