Release Notes – 20th December 2019


  • Changes to Debtors Report – this now shows who has Direct Debits set up, at what stage they are at in the Arrears Process, and a pro rata balance. This applies to both Global and Block Debtors Reports

  • Reconciliation – when assigning an Invoice or creating a Credit/Refund you can now distinguish between any current and former Owners. They are called ‘Owner’ and ‘Previous Owner’ accordingly

  • Adding a Supplier’s Invoice – the button ‘Money on Account’ is now visible on the Supplier Invoice creation screen and shows money on account after selecting whichever bank account  

  • Budget Vs Expenditure Report – Header can now be added to the excel version


  • Problem with RTM Directors not seeing their dashboard correctly – resolved

  • Debtors Report ‘from date’ problem – this Report now allows you to check debt for the specific period

  • Budget Vs Expenditure report – this Report now includes payments and the date within the Financial Period of whichever Budget

  • The running Balance on Transactions pages has been restored