1. VAT Summary – Include Out of Scope VAT Codes When printing the VAT Summary report within the Sales/Purchase Ledger the report excludes any VAT codes flagged as ‘Out of Scope’ of UK VAT reporting.  A new option, available immediately on update, allows for these VAT Codes to be i... Read More
2. Increased Selective Order Header Screens Datafile 2019 and above Sales and Purchase Order Processing allow for the user of two order header entry screens when entering sales/purchase orders and one further selective screen that is only displayed when the order matches the required criteri... Read More
3. Allocation Actions – Omit Exclusive File Locks Datafile 2019 and above, Diamond and Premier Only When allocating transactions, the system will exclusively lock the account, blocking the options to post invoices or enter orders for the account.  This new feature allows you to omit the exclu... Read More
4. Split Period Updating for Nominal Journals Supplier Invoices for services will, at times, specify a date range for which the service covers that relates so two or more accounting periods – insurance, service agreements etc. Similarly, when customers are supplying services their invoice they... Read More
5. Group Account Credit Limit Checking Sales Ledger Only This new feature allows, where accounts are part of a group but invoiced individually, the credit limit to be set on the group head office account and to be shared by all accounts within the group. Applying to the Sales Ledger, Invoicer and Sa... Read More
6. Unallocating Transactions in Earlier Periods Sales and Purchase Ledger Unallocating Transactions in Earlier Periods - Version 20 programs only When allocating Sales and Purchase transactions the system displays the "current” transactions where "current” means transactions entered in this... Read More
7. VAT Form 100 - Group VAT Registration Group VAT Registration The Cashbook VAT Form 100 reports its entries based on Nominal Ledger transactions. In a multi company environment where companies share the same VAT registration number, these need to be consolidated to submit the VAT ... Read More
8. Sales / Purchase Order Processing - Quick Form Order Generation - Additional Features for Change Order Status Quick Form Order Generation – Apply Cost Checks   Sales Order entry has the ability to validate the selling price of an entered order line against the stock items cost price – warning if below cost and optionally preventing entry without us... Read More
9. Record Order Values by Status against Customer / Supplier Diamond and Premier Only Existing parameter options allows you to accumulate the value of A-Active and F-Forward Sales Orders against the Customer Account (and similarly for Purchase Orders and the Supplier Account).  This new feature allows ... Read More
10. Save Demand and Sales Values for Previous Years Diamond and Premier Only Stock Control allows you to save demand, sales values and cost of sales values on a rolling calendar basis and at any point in time you have values for the last calendar year. This new feature allows for the system... Read More