Wendbooks ERP for SME's

Version 1585 | Released on: 13/07/2024

Version 1585 | Released on: 13/07/2024

  • Fixes – Other minor fixes and performance updates

Version 1584 | Released on: 12/07/2024

  • Fixes – Other minor fixes and performance updates

Version 1582 | Released on: 28/06/2024

  • New – We have added an option to visually show the customer credit limit comparing to customer balance on Dashboard > Customer Balances screen. The visual indicator (progress bar) can be very helpful on accounts receivable credit control.  You can always add the the customer balances screen by selecting the gear button on the top left content of your dashboard. In addition you can click on a customer name to edit its details and set the customer credit limit if any or click the balance figure to get a customer balance detail report for the selected customer.
  • New – Paging has been also added on Financial > Journal Entries 
  • Fixed – Supplier Tab > Supplier Center > Transactions > Bills we have added the missing bill reference number in the custom columns
  • Fixes – Other minor fixes and performance updates

Customer balances vs Credit Limit visual indicator

Version 1582 | Released on: 18/06/2024

  • Fixes – Other minor fixes and performance updates

Version 1579 | Released on: 11/06/2024

  • Fixed – Error creating a new Account in Chart of Accounts
  • Fixes – Other minor fixes and performance updates

Version 1578 | Released on: 10/06/2024

  • Improved – Payment method column is now available on Customer Center > Transactions > Payments
  • Improved – Search capabilities on customers and supplier center
  • Improved – Performance optimisation for large databases
  • Fixes – Other minor fixes and performance updates

Version 1576 | Released on: 29/05/2024

  • Fixes – Other minor fixes and performance updates

Version 1575 | Released on: 22/05/2024

  • New – You can now search the customer list with customer number
  • Fixes – Other minor fixes and performance updates

Version 1574 | Released on: 14/05/2024

  • Fixes – Other minor fixes and performance updates

Version 1573 | Released on: 08/05/2024

  • New – Audit Trail now includes tracking for Sales Orders, Quotations and Purchase Orders.
  • Fixes – Other minor fixes and performance updates

Version 1572 | Released on: 08/05/2024

  • New – Paging has been added to the centres and lists for performance and better user experience. Particularly it has been added to Chart of Accounts, Customer center, Supplier center and Item center. The user can set the default page size (Wendbooks will remember your last selection) on Customer, Supplier and Item listing but not on transactions on the side where the default paging size is 50 records.
  • New – Profit Center has been added as an available column on Chart of Accounts transactions.
  • New – Profit Center field has been added to Customer Receive Payments and Supplier Pay Bills where transaction expenses can be allocated to the specific profit center rather than the default one.
  • Fixes – Other minor fixes and performance updates

Version 1567 | Released: 14/03/2024

  • New – New Profit & Loss by Period Grouping report is now available. You can now group the P&L by year, quarter, semi year or month for a given period. When running the report, note the Group By option on the report filter bar.
  • New – New Profit & Loss by Profit Center report is now available. Run the report to see the P&L for each profit center in a given period.
  • Fixes – Other minor fixes and performance updates

Version 1565 | Released: 08/03/2024

  • Improvement – Performance fixes on Inventory Regulation module.
  • Fixes – Other minor fixes and performance updates

Version 1562 | Released: 07/03/2024

  • Improvement – You can now permanently remove transactions marked “To be Printed” from the Batch Print screen.
  • Fixes – Multi currency improvements 
  • Fixes – Other minor fixes and performance updates

Version 1562 | Released: 28/02/2024

  • Fixes – Multi currency improvements 
  • Fixes – Other minor fixes and performance updates

Version 1561 | Released: 23/02/2024

  • New – The following reports are now available. More Forex reports will follow in the future.
    • Customer Balance Detail with Forex
    • Supplier Balance Details with Forex
    • General Ledger with Forex
  • Fixes – Other minor fixes and performance updates

Version 1559 | Released: 20/02/2024

  • Fixes – Other minor fixes and performance updates

Version 1557 | Released: 29/01/2024

  • Fixed – Error Filling the VAT “Fail to generate report”. 
  • Fixed – Error deleting a customer
  • Fixed – Error when processing CRM > Customer and Suppliers Balances and Ageing Analysis
  • Fixes – Other minor fixes and performance updates

Version 1556 | Released: 19/01/2024

  • New – Hyperlinks on detail reports. When running a detail report, for example, customer balance detail, open invoices, general ledger etc, you now see a hyperlink on every transaction number. To make the hyperlinks work, simply click  the print layout icon on the report toolbar and then click the hyperlink to open the transactions. This new report feature save you time and makes it easier for you to access a transaction from a report. 
  • Fixes – Other minor fixes and performance updates

Version 1555 | Released: 16/01/2024

  • Improved – Several reports have been optimised for Performance 
  • Fixes – Other minor fixes and performance updates

Version 1554 | Released: 10/01/2024

  • New – Filtering Profit & Loss Report by item now shows sales discounts associated with the item if column discount value has been set on a sales transaction. The feature affects only transactions entered from version 1553 and later.
  • Improved – Inventory regulation slow performance
  • Improved – Email Ticketing on CRM performance
  • Fixes – Other minor fixes and performance updates

Version 1552 | Released: 19/12/2023

  • New – Quick Reports on Customer and Supplier Center
    Did you notice the new Quick Reports on Customer and Supplier Center. Do not waste time searching for routine reports, select the customer on the left and simply click on one of the reports to get the analysis. More quick reports are coming soon.
  • Fixes – Other minor fixes and performance updates

Version 1551 | Released: 15/12/2023

  • Fixes – Other minor fixes and performance updates

Version 1550 | Released: 14/12/2023

  • Fixes – Other minor fixes and performance updates

Version 1548 | Released: 13/12/2023

  • New – You can now customise Purchase Order Columns similar to Invoice, Sales Orders etc. The function is available on Administration Tab > Transaction Lay Out
  • Fixes – Other minor fixes and performance updates

Version 1547 | Released: 12/12/2023

  • Fixed – Error loading Sales Orders within an Invoice
  • Fixed – Error loading Purchases Orders within a Bill
  • Fixed – Bill Credit Note does not show the selected item vat code
  • Fixes – Other minor fixes and performance updates

Version 1545 | Released: 08/12/2023

  • New – New report Open Invoices can be found under Customers > A/R Reports. For user convenience it is also available on Customer center and Quick Reports next to the customer details and chart
  • Improved – You can now mark the whole ticket as Read or Unread by right clicking on select ticket.
  • Fixes – Other minor fixes and performance updates

Version 1541 | Released: 31/10/2023

  • Improved – A new filter Entity has been add on report Customer Ageing Detail so you can filter the report by the customer root or sub name
  • Improved – Joining an existing email to an existing Ticket will mark the ticket as Unread.
  • Fixes – Other minor fixes and performance updates

Version 1540 | Released: 23/10/2023

  • Improved – New modern and faster screen for Web Order on module e-Commerce.The Web orders screen has been re-designed focusing on speed and high user experience.
  • Fixes – Other minor fixes and performance updates

Version 1537 | Released: 25/09/2023

  • Fixes – Fix fault message if you want to save the deposit when nothing need to be saved
  • Fixes – Other minor fixes and performance updates

Version 1535 | Released: 21/09/2023

  • Fixes – Other minor fixes and performance updates

Version 1534 | Released: 20/09/2023

  • Fixes – Other minor fixes and performance updates

Version 1532 | Released: 12/09/2023

  • Fixed – Error opening inventory item details window

Version 1531 | Released: 11/09/2023

  • Fixed – Total balance not showing on Excel after exporting Customer and Supplier balance detail report.
  • Improved – User is now able to assign a profit center when recording deposit cash back (bank charges)
  • Improved – When recoding discounts and bank charges on customer payments or on bill payments then the default profit center is assigned to the profit and loss accounts. Some thing works for exchange gain or loss in case of a multicurrency transactions. (No option for the user to set the profit center there)  
  • Fixes – Other minor fixes and performance updates

Version 1530 | Released: 11/08/2023

  • New – Inventory Movement feature has been added. You can use Inventory Movement to identify possible obsolete stock items, movement of the item and other important item information.
  • Fixed – Duplicate sales line description appeared in the transaction that has been created from a web order.  
  • Fixes – Other minor fixes and performance updates

Version 1529 | Released: 31/07/2023

  • New – Audit Trail Summary reported has been added on Financial > Accounting Reports > Audit Trail Summary
  • Fixes – Other minor fixes and performance updates

Version 1528 | Released: 28/07/2023

  • Improved – After Landing Cost, all landing bills reference and transactions numbers are recorded on Main Purchase Bill Memo field to make it easier for you to identify which landing bills have been used for landing cost on the purchase bill.
  • Improved – The filter ITEM has been added to the majority of the Sales Reports
  • Improved – CRM Ticketing general improvements 
  • Fixed – Error on records hierarchy on Sales by Customer Summary report 
  • Fixes – Other minor fixes and performance updates

Version 1526 | Released: 27/06/2023

  • New – CRM Ticketing is now available. Good news for all of you with CRM extension enabled, email ticketing is now a fact. In case you wish to activate the CRM and utilize email ticketing among other CRM features then contact us.
  • Fixed  – Wendbooks now notifies you with the product code when saving an invoice, if the product on the invoice has insufficient qty. This setting can be set on Administration preferences.
  • Fixed – e-Commerce orders now show full details of the order.
  • Fixes – Other minor fixes and performance updates

Version 1520 | Released: 22/03/2023

  • Improved – A new Entity Name filter has been added on the reports Customer Balance Summary, Customer Balance Detail, Customer Balance Summary – Contact Details. You can now filter the report by customer or sub customer
  • Fixed – Performance updates on Customer Charts & Stats
  • Fixed – The link on transaction on On Inventory > Item Center > Lowest Purchase Rate was not working
  • Fixes – Other minor fixes and performance updates

Version 1519 | Released: 23/02/2023

  • Fixes – Fixes on customer statements. Customer statement may causes system failure if the option “Do not create statements with a balance less or equal to” is on.

Version 1518 | Released: 17/02/2023

  • New  – Create one Statement per Sub Customer option has been added on customer statements. If you have customers with sub customers then:
    • If the option is enabled then it will create one statement for each customer and sub customer
    • If the option is disabled then it will merge all transactions into one single statement based on the root customer found.
  • Other fixes – Other minor fixes and updates 

Version 1517 | Released: 07/02/2023

  • Improved – Warehouse Regulation fails to load on large databases.
  • Fixed – On Customer Center > Transactions, the filter between open invoices and all, under certain conditions, failed to load properly. 
  • Other fixes – Other minor fixes and updates 

Version 1516 | Released: 25/01/2023

  • Logic Change – On Dashboard > Items to Order Screen, Wendbooks will now remind you for stock to order if the qty on hand is bellow the minimum qty set in the item details. For example, if the Minimum qty set for a particular item is 1 and the qty on hand is 1 then Wendbooks will not remind you. Will only remind you if the qty on hand becomes 0. For this reason, the field name in the items detail has been renamed from Minimum Qty to Minimum Qty <
  • Fixed – On Invoices, after adding the first line, clicking on the Add Line causes error. 
  • Fixed – Transaction not in balance message appears when trying to save a bill after landed cost operation
  • Fixed – Default Tax Code list on customer details now is sorted in ascending order
  • Fixed – Customer name is missing from suppliers bills after clicking on the Purchase Orders icon from the bill to convert one or more purchases orders into a single bill
  • Other fixes – Other minor fixes and updates 

Version 1515 | Released: 12/01/2023

  • Improved – Bill Credit Note header fields are now aligned on the correct position similar to Bill 
  • Fix – Wrong Sales Order Remaining Amount value appears on Sales Order Fulfillment and Dashboard
  • Other – Other minor fixes and improvements 

Version 1514 | Released: 11/01/2023

  • Fix – Can not insert a duplicate key on ledger while saving a bill
  • Fix – Can not see and select available purchase order while in a bill
  • Fix – Wrong message that a Bill Credit note with the same reference number from the same supplier exists when saving a Bill Credit Note
  • Fix – Wrong Sales Order Remaining Amount value appears on Sales Order Fulfillment and Dashboard
  • Other – Other minor fixes and improvements 

Version 1513 | Released: 09/01/2023

  • Improved – While in a Bill and click on available purchase orders, the purchase order list is now sorted per reference number
  • Improved – The Sales Order Fulfillment screen, now, for your convenience, has two more columns (Original Amount and Remaining amount) to show the sales order original amount and the remaining in case that the sales order has been partially invoiced.The two extra columns are also available in customized columns in the customer center > transactions > sales orders
  • Fixed – Price levels sorting issue has now been fixed
  • Other – Other minor fixes and improvements 

Version 1512 | Released: 23/12/2022

  • Improved – Export to Excel feature has been added to export Price Level per item in Excel
  • Fixed – Sorting issue on Price Levels per item.

Version 1509 | Released: 21/12/2022

  • Fixed – Fail to link Web Orders after have been converted to Invoices from e-commerce module
  • Fixes – Other minor fixes and performance updates

Version 1508 | Released: 14/12/2022

  • Improved – You can now customize the visible columns in stock adjustment window
  • Fixed – Moving forward and backwards in Cash Purchases cause the user to remain logged in in the transaction
  • Fixes – Other minor fixes and performance updates

Version 1502 | Released: 07/12/2022

  • New – History button has been added to Customer Receive Payments and Cash Sales to show the link between the payment transaction and the deposit
  • Fixes – Other minor fixes and performance updates

Version 1494 | Released: 02/11/2022

  • New – Price Levels of type Fixed Percentage Discount and Per Item have now be added. Watch the video to see how to handle Price Levels in Wendbooks
  • Fixes – Other minor fixes and performance updates

Version 1485 | Released: 30/09/2022

  • New – Landing cost module is now available. You can start Landing Cost by selecting the Landing Cost icon on Bills Toolbar.
  • New – Bulk change item prices is now available. You can find the module in Inventory Tab.
  • Improved – Sales Order Fulfillment now considers items of type service, non stock and discount as ready for fulfillment.
  • Fixes – Other minor fixes and performance updates

Version 1479 | Released: 02/08/2022

Released: 02/08/2022

  • New – Sales Order Fulfillment Worksheet (SOFW) . An easy way to handle and fulfill your sales orders. The SOFW  gives you a 360 picture of your sales orders stock items fulfillment status,  items expected from purchase orders to be delivered, etc. Easily fulfill stock items quantities and convert sales orders to invoices. The SOFW requires subscription to Simple or Advanced Inventory Plan. A user can access SOFW  only if he / she has permission to access Sales Order. You can  find SOFW  on Customers Tab
  • Other – Other performance and routine updates

Version 1477 | Released: 02/07/2022

  • Other – Other performance and routine updates