Reports & Analysis
Open app ↗- Fixed
Custom reports: filters no longer fail on an unfinished or mistyped value, In List matches each value, and yes/no filters work. You can add fields from related tables. A chart report opens on its chart, and you can save changes to your own report instead of a copy. Ask-when-run filters keep their condition. Date filters are marked as not yet available.#269
- Fixed
Aging reports and account statements now handle parties billed in several currencies. (Base) columns show the base currency, and balances, subtotals and grand totals appear once per currency plus once converted, instead of a dash or a sum of different currencies. Summary cards and Excel, CSV and PDF exports match.
Sales & AR
Open app ↗- Fixed
On a sales quotation, clicking an action in the Billing Plan (such as the settings icon on a milestone, Add Milestone or Redistribute) no longer saves the quotation by itself. The quotation is saved only when you click Save, the same as on a sales order.
Communication
Open app ↗- Fixed
Send via WhatsApp now fills in the To number from the Customer Master (or Supplier Master on purchases), the same way email already did. You can still change it. Numbers saved with "+", spaces or "00" are converted automatically, and a local number without a country code gets a warning.
- Fixed
Send via WhatsApp now also warns when the number is too short to include a country code, for example a Qatari number saved in the master as 77883774. Before, only numbers starting with 0 were flagged, so these could be sent to the wrong country.
Platform
- Fixed
The summary cards at the top of Sales, Purchases, Inventory, Banking & GL and Manufacturing now follow the user's role. A card is shown only when the role can view that document type, for example Quotations or Invoices, and the remaining cards widen to fill the row.
