Contents

March 2026

Caroline Buckland Updated by Caroline Buckland

Release Notes

This document contains details of new and amended functionality included in the software update deployed on 9th of March 2026. We've rolled out several enhancements this month, including:             

•     Drill Down tables

•     Procurement Portal Changes

•     AFX Changes

•     Data Load Changes

User Data and Drill Down Tables

Details of the change

We've enhanced our system by introducing customisable user data for General Ledger allowing users to tailor the entry process for Journals with key modules, Purchase Orders, Accounts Payable transactions, coming soon.

These custom formats are particularly useful for interfaces but can also be utilised during Journal entry in Financials core. We've provided default variants for each transaction type in this release but only fully exposed the General Ledger areas.

These easily copied to add your company code. You can further customise these formats to include details such as Batch Type.

While the fields and labels are fixed for each format, the GL Drill Down format offers more flexibility. Once copied, you can customise its fields and labels to meet your requirements.

The following formats are available:

  • GL Transaction - fixed fields and labels
  • GL Drill Down - labels can be customised

Coming soon – fixed fields and descriptions

  • Purchase Order Header
  • Purchase Order Line
  • Requisition Header
  • Requisition Line
  • AP Transaction Header
  • AP Transaction Line
  • SI Document Header

Example

Setup

Access the following menus:

System Admin>Module Controls>General Ledger Controls>Drill Down Headings

A standard set will be presented; these can be copied to create new versions.

Select the Edit Copy action.

Enter the following data:

Company

Custom Field Type – GL Drill Down

Description – one of your choice

Batch Type: enter a batch type where the data will be valid

Access the Field Controls.

The size and field labels can be changed. 

The field size cannot exceed the default value, and the class field cannot be changed.

General Ledger Journal Example

From the Data Entry screens the following options are available.

Enter the Header details followed by the line details and then select the Go: Drill Down Fields action to view the fields (the field names have not been amended in this version)

The formats are also available in the Transactions by Account Code enquiry screens.

Once the enquiry screen is accessed the Go: Drill Down Fields

The following screen will be displayed.

The Go: Custom field action will display all other relevant formats mentioned previously i.e. Accounts Payable Transactions, Requisition Codes etc.

Procurement Portal Changes

ICA Portal enable Element

Details of the change

A new control has been added to the Administration setting to Enable ICA.  If your company is using ICA, then setting this flag will default the Element field onto the Data Entry screens.

Problems Solved

Better visibility of using an ICA company.

Setup

Access the following menus: Administration>General

Select Enable ICA flag.

A new control has been added to the Administration setting to Enable ICA.  If your company is using ICA, then setting this flag will default the Element field onto the Data Entry screens.

Problems Solved

Better visibility of using an ICA company.

Setup

Access the following menus: Administration>General

Select Enable ICA flag.

The Element field is then displayed during Data Entry.

Financials new features/Improvements

Details of the change

Element action available in supplier file breadcrumb trail

New Elements field available to view in breadcrumb trail for Supplier Setup/Maintenance.  Prior to this change the user had select the More button which could be easily missed.

New Elements field available to view in breadcrumb trail for Supplier Setup/Maintenance.  Prior to this change the user had select the More button which could be easily missed.

Better visibility when using the drill down action

Previously, when using the drill-down action, it was unclear which cell had been selected. To improve this, the cell will now remain highlighted after the drill-down action is used, providing clearer visual feedback.

Download – Data Formatting option.

When using the 'Select an Excel Spreadsheet for data formatting' option, we've identified and addressed some memory-related issues. However, users should be aware that downloading large datasets (thousands of rows) may still pose a risk of hitting memory limitations.

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February 2026

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