System Updates • CirclePOS.com

System Updates 1 – 30 June 2025

July 9, 2025By Emma VeldeSystem Updates, System Updates 2025

June System Updates – at a Glance

New Features
• Enhanced General Ledger: Improved sales recording and alert messaging; Faster setup and more accurate, cleaner accounting data; Handling for expired loyalty values to prevent report errors
• Expanded Multiple Taxes functionality: Secure API actions to manage store-specific tax schemas; Support for deeply nested, flexible tax rule models
• Refactored Google Tag Manager integration to improve event tracking and follow industry best practices

Improvements
• Click & Collect Interface: Removed “Add to Cart” button to streamline the pickup process
• Single Product/Editing Page: Renamed “Change” column to “Changed From” for better clarity
• BackOffice – Product & Invoice Pages: Improved layout and messaging for GST-exempt settings to reduce user errors

System Updates 1 – 31 May 2025

June 9, 2025By Emma VeldeSystem Updates, System Updates 2025, Uncategorized

May System Updates – at a Glance

New Features
• Added automated testing and support for non-book items in Mobile POS.
• Enabled favourite product management in Mobile POS.
• Introduced automatic retry for failed critical ledger jobs.
• Fixed permission issues in Data Export API for secure integration.
• Enabled fast access to daily book sales by ISBN via Data Export.

Improvements
• Added tracking for sign-ups, product views, and promotions in Google Tag Manager.
• Automated draft credit notes for returns.
• Improved clarity in the Invoice tab for returns.
• Introduced one-time use limit for discount codes.

System Updates 1 – 30 April 2025

May 14, 2025By Emma VeldeSystem Updates 2025

April System Updates – at a Glance

New Features
• Mobile POS: Device info screen, conditional settings, automated testing, EFTPOS skip, Stripe refund details
• Data Export: API for exporting site ISBNs and categories
• General Ledger: API to download ledger transactions as CSV

Improvements
• Website & SEO: Better sitemap structure, improved SEO, enhanced analytics tracking
• POS – Stripe: Stripe setting added, payment issues resolved
• Backoffice – PO Cart: New column shows group stock levels for smarter reordering

System Updates 1 – 31 March 2025

April 10, 2025By Emma VeldeSystem Updates 2025

March System Updates – at a Glance

New Features
• Mobile POS – Added reader provider settings that persist after relaunch.
• Mobile POS – Enabled seamless cash/EFTPOS posting via Stripe readers.
• General Ledger – Improved handling of legacy database migrations.

Improvements
• Email Recovery – Failed order emails sent; orders recreated; email system improvements underway.
• Gift Cards – Stripe now available as a payment method for purchasing gift cards.
• Rails & Ruby – Upgraded to Rails 8.0.2 and Ruby 3.4 with full compatibility.
• Onboarding – Introduced password generator in Manager Setup for faster, more secure setup.
• API Security – Locked down key endpoints to Staff, Managers, and Admins only.
• Performance Monitoring – Tools added for tracking long-running DB transactions and improved logging.
• Web Order Invoices – Set up a process to generate and email customer invoices.

System Updates 1 – 28 February 2025

March 27, 2025By Emma VeldeSystem Updates 2025

In February, we focused on:

New Features
• Mobile POS Enhancements: New payment interface for better checkout management.
• Faster Payments: API updates and improved Stripe reader transactions.
• Barcode Scanning: Use your mobile camera to scan products in POS.

Key Improvements
• Reports & Financials: More intuitive Profit & Loss expense entry and better tracking of returns.
• Stock & Inventory: Cleaner stock export CSV and automatic deal expiration settings.
• Portal & Website: New “Go to Store” button for a unified purchasing experience.

Upgrades & Optimizations
• System Stability: Environment upgrades for better performance and security.
• Database Performance: Faster product updates and reduced processing delays.

System Updates 1 – 31 January 2025

February 5, 2025By Emma VeldeSystem Updates, System Updates 2025

In January, we focused on:

New Features & Upgrades
• Introduced a new API endpoint for real-time transaction updates.
• Upgraded to Rails 8.0 and 7.2 for improved compatibility and reliable testing.

Housekeeping & Maintenance
• Stabilized flaky tests and refined the onboarding process.
• Removed the feature flag for the author filter in the Best Sellers report.
• Optimized slow database queries, product metadata, and invoice processing.
• Modernized UI elements and state management with the Vue 3 upgrade.
• Improved automated tests for more consistent outcomes.

System Updates 1 – 30 November 2024

December 17, 2024By Emma VeldeSystem Updates, System Updates 2024, Uncategorized

In October, we focused on:

• New Features:
Launched a dedicated account for Vii Gift Cards in the General Ledger to improve liability tracking.

• Improvements:
Enhanced P&L for recurring expense tracking.
Added TitlePage API key storage to support integration.

• Housekeeping & Updates:
Upgraded to Vue 3.5, streamlined ISBN requests in stock management, and improved loyalty data tracking.
Upgraded Redis and Sidekiq, handled deprecations, and fixed CI pipeline timeout issues.
Enhanced security, environment support, and resolved issues in Rails 7.1 for smoother system performance.

System Updates 1 – 31 October 2024

November 8, 2024By Emma VeldeSystem Updates 2024

In October, we focused on:

• New Features:
Launched a dedicated account for Vii Gift Cards in the General Ledger to improve liability tracking.

• Improvements:
Enhanced P&L for recurring expense tracking.
Added TitlePage API key storage to support integration.

• Housekeeping & Updates:
Upgraded to Vue 3.5, streamlined ISBN requests in stock management, and improved loyalty data tracking.
Upgraded Redis and Sidekiq, handled deprecations, and fixed CI pipeline timeout issues.
Enhanced security, environment support, and resolved issues in Rails 7.1 for smoother system performance.

System Updates 1 – 30 September 2024

October 2, 2024By Emma VeldeSystem Updates 2024

In September we worked on:

New Features:
• Introduced a General Ledger feature for better tracking of customer transactions.
• Enhanced visual and usability aspects of the Web/Mobile POS system.

Improvements this month concentrated on:
• Enhanced visibility of item availability in Layby transactions.
• Improved matching of invoices with credit notes in the Xero webhook.
• Created a Recurrent Expense Config table for easier reporting.
• Upgraded the author filter in best seller reports for greater accuracy.
• Simplified login process for the Web/Mobile POS.
• Real-time recalculation of loyalty points during checkout.

Housekeeping & Updates included the upgrade of Sidekiq and the resolution of test failures in Rails 7.1 for improved performance, alongside the deletion of duplicated payment records during Xero migrations and enhancements to app reliability with Vue upgrades.

System Updates 1 – 31 August 2024

September 6, 2024By Emma VeldeSystem Updates, System Updates 2024

In August we worked on:

New Features:

• General Ledger: Added tests for sales, payments, and allocations, expanded loyalty reward tracking in the ledger, and improved loyalty management by preventing duplicates and ensuring accurate liability and store tracking.
• P&L: Created a new Profit & Loss interface with Vue 3, enhancing data display, API metrics, and adding a mobile view for easier financial data access and analysis.
• Web POS: Set up a workspace to organize apps and reuse packages, improving back-office system management.

Improvements this month concentrated on:

• Shipped Items
• Web Orders
• Quick Search
• Referral Program
• Cash Up Report
• Gift Card Payment
• Loyalty Redemption and Checkout
• P&L
• Font Awesome Icons
• Checkout Loyalty
• Returns
• Stock Take Scanner

Housekeeping & Upgrades concentrated primarily on Rails, Depreciate Feature Flags, Customer Orders and Vue 3 Upgrade