Since the Last Update

In April the good work continued on the Circle gift card system. These are now ready for beta testing. Videos and detailed help files will be released soon. Another new feature developed was the ability to post completed credit notes to accounts payable. This is in a feature flag so contact support if you would like to try it.

System upgrade work continued including framework, speed and database improvements.

We are currently working on integrating returns credit notes into accounts payable. We also changed the monthly purchase order stat from purchases to use accounts payable to solve the issue of the data changing as orders are filled. Backoffice > Purchases > By Month. Highly recommend a look at this as this report has interesting implications for order budgeting (you can’t sell what you don’t have!).

New Features

  • Gift Cards
    • Created an API to get invoice data to enable invoice printing from the new interfaces -181133144
    • Make Gift Card sales and redemption’s show in the correct way/place in the transaction reports and cashup. – 170625365
    • Gift Card settings page 181592732. This interface supports the interface that will enable you to sell gift cards online. 181592732
    • Change amount columns to prevent negative values at the DB level 181605629
    • Another thing in a long list of gift card components – an API to set gift card settings 181592729. Gift Cards are now at a point where we are able to do initial beta testing. When done we will release videos and detailed help.
  • Returns
    • Added the ability to post completed credit notes to accounts payable. 181351782 (This is in a feature flag so contact support if you would like to try it.)

Improvements

  • Circle Gift Card
    • Removed excess data from the API response to improve performance – 181122431
  • Monthly Purchase Stat
    • Change monthly purchase order stat from purchases to use accounts payable to solve the issue of the data changing as orders are filled. 172732106 Backoffice > Purchases > By Month. (Highly recommend a look at this.)
  • Agency
    • Also last week we removed the agency (set) link from PO search. On the odd occasion where the agency-published relationship needs updating here is how to do it now.
      • https://youtu.be/DBZ01RqkG10

Upgrades

  • System Upgrades – Rails 6
    • Made the threshold management system work on the new r6 platform 181321679
    • Work to make the system compatible with the new R6 version, country select, Inwards goods, services, 173932882, 173786589, 181321705 and database and speed improvements, 181783399, 176472040, 181801449, 176389541.
    • Fixed “country select” and added missing gems 173932882, 180233591
    • Framework upgrades 181317263, 181317435

See www.twitter.com/circlesupport for all changes including bug fixes.

Currently working on:

  • Rails 6 Upgrade
  • Circle Gift Card
  • Xero Integration Improvements
  • Bug Fixes