What's new?
We have included several enhancements in our release to improve functionality and your experience.
Quick search on Customer and Supplier Addresses tab
The quick search field on the top of the Customer and Supplier Addresses screen now allows you to search by an address as well as by an address number.
You can enter a few characters of the address that you are looking for to find the relevant record you wish to work with.
To access the Addresses tab for a customer, follow the steps below:
Click Debtors then click Customers.
On the Customer Records screen, click on the hyperlink or underlined Name or Code to set the record into edit mode.
Click on the Addresses tab.
You can follow the same steps as above for a supplier address, instead of Debtors and Customers, click on Creditors the click Suppliers.
Date filter option enhancements
We have added more date filter options to our existing filters to allow for more flexibility when searching for the relevant transactions or records.
You can access the date filter options either by searching directly on a column in any record list, processing or enquiry screens, or you can use the Advanced Filter panel date search fields. For more information on searching or filtering, please refer to our Everything you need to know about searches and filters article.
The new options are:
Filter Option | Description |
After or on | Selects all records/transactions that are equal to or after your specified date. |
Before or on | Selects all records/transactions that are equal to or before your specified date. |
Is not between | Selects all records/transactions that don't fall within your specified date range. |
This calendar month in any year | Selects all records/transactions that fall within the current month regardless of year. |
Today in any year | Selects all records/transactions that match today's date, regardless of the year. |
Day X | Selects all records/transactions for your specified day of the month, example: the 15th of any month. |
Month X | Selects all records/transactions for your specified month, example: all dates in January. |
Year X | Selects all records/transactions for your specified year, example: all dates in 2024. |
Not day X | Excludes all records/transactions for dates that fall within your specified day. |
Not month X | Excludes all records/transactions for dates that fall within your specified month. |
Not year X | Excludes all records/transactions for dates that fall within your specified year. |
Is blank | Selects all records/transactions where the date field is not populated. |
Is not blank | Selects all records/transactions where the date field is populated. |
Does not equal | Excludes all records/transactions that match your specified date. |
Clearer filter indicators for column searches
We have made the filter indicator more visible for you on columns where you have applied a filter.
To access your Digital Assistant, just click on the
icon in the bottom right-hand side corner of the screen, then click Ask a question and select the module you wish to learn about.
We value your feedback on the new screens - please share your thoughts with us at [email protected] r submit your ideas through the Ideas Portal accessible in your Digital Assistant.