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Omni Accounts Changelog

What's new in Omni Accounts 7.21.68.3389

Feb 12, 2024
  • Report Writer (Fast Reports):
  • The Report Writer (Fast Reports) now allows the addition of Editable Fields that can be edited from a PDF reader.
  • The option of attaching additional PDF documents to the Fast Report layouts such as the PDF documents that will print with the Omni documents.
  • New Freeze function on Gridcolumns:
  • On certain Grids, the columns can now to ‘frozen’. This results in those columns not moving when scrolling left to right, (similar to Excel). This is useful when scrolling to the extreme right of the grid of a wide grid so that the left-hand columns do not move.
  • API Enhancements
  • A new endpoint has been added to allow Supplier Delivery Notes to be processed via the API.
  • Change Log Tables:
  • The Change Log Tables are now able to track changes in banking transactions being added and removed on Bank Recons. Also added to the Change Logs are changes to the customer accounts selling price Index and Discount level
  • Barcode scanning of Batch Tracking numbers:
  • Batch numbers can now be scanned when moving stock out and scanning is no longer limited to items tracked by serial number.
  • Credit card Integration – Vexen:
  • Enhancements have been made to the Vexen Link app to allow it to run on Remote Desktop.
  • The port on the app can be changed to a user-defined port number. The app is also more robust in handling redirected printers on a remote desktop session.
  • Minor enhancements include the following:
  • Calculator added on Supplier Non-Stock Discount field.
  • Supplier Invoice Check on Duplicate Invoices is now case-sensitive
  • Turnover column on List Customer Accounts Screen linked Sales Audit Trail permission

New in Omni Accounts 7.14.61.3311 (Sep 21, 2015)

  • Branch login:
  • Logging in to a particular branch will restricts invoicing, orders, and optionally customers. On stock, restricted users can view levels, but not costs for other branches warehouses.
  • New Bundle:
  • Business Pro:
  • New intermediate "Business Pro" bundle introduced, to bridge the gap between Business and Enterprise. Has all the features of Business, plus Purchase Orders, Stock Categories, Markups, Selling Price Update Batches, Extra Customer Info, Customer Credit Control, Customer Collections report, and Sales Analysis.
  • Suppliers/Purchasing:
  • Request for credit (uses negative supplier delivery notes) Unprocessed transactions (Unprocessed payments, purchase orders and outstanding supplier delivery notes) now on supplier statement tab of supplier edit screen (like the customer edit screen has)
  • Can now put supplier invoices on hold Can now process payments for selected suppliers (less invoices on hold), and then print remittance, or export payment transactions. Payments made from the supplier statement tab will now be automatically allocated to the invoices selected.
  • Can now print statements for selected suppliers Can now process selected purchase orders Can now print selected purchase documents Can now print selected banking payments
  • Supplier credit notes can reduce extra costs *Extra costs can be modified before posting
  • Min Qty on supplier price list *Lead time on supplier cross reference
  • Customers:
  • Made it easier for people to get into the banking details setup for printing on their invoices. Also, made it easier to see the banking imports menu option.
  • Duplicate order number check now works across all document types , and not just sales orders.
  • Added wh to deals:
  • Can auto-allocate selected, which also posts the settlement discounts (useful on large customers like that pay 99 out of 101 invoices)
  • Locate button on customer and supplier allocations, to locate the same amount, or the same reference number. Will cycle through all the matches if pressed more than once.
  • Stock:
  • Can now enable batch tracking without having to zero the level first. Existing stock will just have NA as a batch number.
  • Job Costing More progress dates on jobs Added a warehouse code to jobs New report type: Job Analysis, which allows you to extract job detail information, across jobs, sorted by stock doce, for a date range.
  • Banking:
  • The ability to impprt your bank statement is now part of the Batched Banking Transactions switch, no need to buy journal imports as well any more.
  • General You will no longer see a locking message if the person who crashed out with a screen open, is no longer logged in.
  • Locking and logs added to template layouts, to help with keeping track of who is doing what with layouts. NB. Even if you mail a the template files from one client, and another person is working on the template at another client, the person receiving the files will be notified that another person is currently working with that template.
  • Improvements made to the report writer with regards to working with date field that also have a time portion. You can now choose to skip the time portion, so your report will compress nicely per day. You can also extract on day of week or hour of day – useful when trying to see what you busy time or busy days are.
  • Also, filters on dates can now be saved as last week, yesterday, etc. Saves you having to edit the date filter each time you want to print a filtered report. Especially useful for automation, and extracting recently modified items.
  • Date Created on Communications and Jobs now have the TIME saved as well.
  • Longer batch names (from 30 to 60 characters)
  • Can recode company users:
  • Office 365 and 64 bit Outlook are now supported (although 32 bit outlook is still recommended over 64 bit)
  • Balance sheet in any currency:
  • Periods can now be closed off by change the Open Period Range (before, the entire year has to be flagged as closed) Closing off also generates summary tables, which in turn speeds up the stock and nominal ledger, without any loss of detail (nothing is deleted, just summarised).
  • More countries added, which makes the installation process easier, as VAT rates, etc. are correct for your country. Non South African or UK countries will use a generic VAT return.
  • Can now recode multiple accounts at once.
  • Improvements to interface:
  • Calc edit box buttons bigger (easier touch screen use)
  • Scan friendly mode for lookups – useful for scanning stock bar codes where before you only had a lookup, and also for scanning customer loyalty cards.
  • … button on view all grids so you don’t have to right-click to access all the extra options. Nicer for touch screens, and also simply for making the user ware that there are all those extra options available to them, that they might not have been aware of.
  • Can now drag from anywhere on the Omni Insight menu to add a shortcut to the Side Bar.

New in Omni Accounts 7.13.60.3296 (Aug 13, 2014)

  • New report layout designer
  • New TDI interface
  • Menu option to obtain an up to date Customer Portfolio, which will let you know when your upgrades expire, how much it will cost, how much an additional user will cost, and much more.
  • 7 day aging
  • Can now reverse a year end, even if no periods exist for prior years. They will get generated.
  • Can now opt to subtract overall discount from revenue posting, instead of posting to a separate account.
  • Several VAT Return improvements
  • New reports, including a Cash Flow report, and a new report type that combines sales and purchases in one report.

New in Omni Accounts 7.12.59.3283 (Aug 20, 2013)

  • Customer Quotes are now part of the Essential bundle
  • Can now specify a name for the 5 grid layouts
  • Can now recode customer and supplier accounts
  • Cash Payments tab on Supplier Invoices for easy capturing of detailed expenses
  • Ability to flag a product/service as never being discountable
  • 3 more extra information fields on stock items, making the total available now 8
  • Can now easily skip entries in recurring journal batches, so you don't forget to post them again the following month

New in Omni Accounts 7.11.58.3272 (Jun 25, 2012)

  • Requires Firebird 2.5.1.
  • User Licence works on concurrent users
  • Improvements made for using Stock Decanting Batches for Production Batches
  • Size of Nominal Ledger Code has been increased from 6 to 8 characters.
  • Improvements made for using Job Costing for Production Batches
  • Transaction Analysis and Extra Job Info are now pre-emptive text drop downs
  • Warehouse transfers, Invoices, Delivery Notes and Quotes now cater for sub job categories (by line)
  • Can now re-code stock codes, nominal ledger and supplier stock codes on supplier cross references
  • Report Writer now has a new IN and NOT IN filter option for text fields.

New in Omni Accounts 7.10.57.3257 (Jun 25, 2012)

  • Requires Firebird 2.1.3
  • SARS VAT 201 Changes
  • Three additional Extra Info fields on Customers
  • Various improvements for batch/bulk data updating
  • Ability to Copy and ‘Paste Special’ Customer & Supplier Document Lines
  • Ability to Copy and ‘Paste Special’ in Recipes, Manufacturing, Inter Warehouse Xfer etc.
  • Improvements to handling & issuing of Stock in Job Costing
  • Supplier Invoices without previous Delivery Note will update stock even though options are set to Stock is Updated at Delivery
  • Nominal Ledger Batch Update for Budgets with optional import function

New in Omni Accounts 7.9.56.3248 (Jun 25, 2012)

  • Larger System-wide Reference numbers
  • Centralised Contacts
  • Tracking of communications to customers
  • Advanced Data Analysis in Pivot table style format.
  • Company Branches – improved functionality.
  • Command Line calls to facilitate automating Imports & Exports

New in Omni Accounts 7.8.55.3228 (Jun 25, 2012)

  • Supplier Stock Cross References
  • Supplier Price Lists
  • Import Customer Documents
  • Import Purchase Orders
  • Improved Nominal Ledger Reporting

New in Omni Accounts 7.7.53.3213 (Jun 25, 2012)

  • The help is now working under Vista without any patches, along with a few other minor issues picked up with Vista.
  • New "General Journals" functionality to facilitate transferring of amounts between accounts from different ledgers, as well as easier VAT postings. This is a standard feature in all bundles and not a switch.

New in Omni Accounts 7.6.52.3205 (Jun 25, 2012)

  • New additional simplified faster interface for POS invoicing (via bar code scanning).
  • User Log
  • Startup Group option on Side Bar
  • Ability to reorder lines on Customer Documents
  • Ability to round Cash Invoices down (e.g. to nearest 5c)
  • Blind Cashup Facility
  • Admin User no longer counts as a user licence.
  • Ability to preview a chart of accounts on company create
  • Log Off User - for POS environment
  • Choice of two Balance Sheet formats
  • POS Cashup posts overs/unders.
  • Customer Account 'No Balances' flag for Cash Sale Accounts

New in Omni Accounts 7.5.51.3199 (Jun 25, 2012)

  • Memo Field on Stock Item
  • Till Drawer Interface
  • POS Pole Interface
  • Side Bar - POS Defaults
  • BOM Recipe moved to Stock Edit
  • Deleting lines from POS Invoice needs Admin permission

New in Omni Accounts 50 (Jun 25, 2012)

  • Job Costing.
  • Serial and Batch Number Tracking.
  • Import of Banking, Supplier, Customer and Stock Batched Transactions.
  • Display Warehouse details in grid form on Stock Edit.
  • Essential Bundle now standard with 3 bank accounts.