Release Notes FY 2016/2017

Release 3.4 - Date 31/03/17

New features available

• Ability to switch to past financial years to review data and post certain transactions.
• Ability to close previous financial years, preventing further changes.

Barnet specific reports added

• Bank reconciliation report now available.
• Posting summary report now available.

Herts additional functionality

• System setup option added to allow mandatory choice of a Budget to be switched off for Income transactions screens.

Release 3.3 - Date 24/03/17

New functionality available

• Year end process now available.

General fixes

• Supplier BACS account number now accepts leading zeros.
• A school bank can now be set as the BACS account from which all BACS payments will be made.

Release 3.2 - Date 16/03/17

General fixes

• Accruals Receipts in advance and Creditors functionality now available.
• Various fixes to Cheque and Transaction processes to prevent future Expense reversal inconsistencies.

Release 3.1 - Date 09/03/17

LMS fixes

• Amend / Process > Pay pop-up now displays a scroll bar when the number of lines being paid cannot fit within the pop-up.
• Added the ability to toggle editing of purchase orders.
• Various credit note Expenditure reversal fixes.

General fixes

• Accruals Debtors and Prepayments functionality now available.
• VAT Return outputs and inputs no longer rounded to the whole £.
• Hitting the Enter key will now trigger a search on the Enquiries and View/Post batches screens.
• Purchase orders now show Email instead of Fax by default.

Release 3.0 - Date 02/03/17

LMS fixes

• Fix for reversing groups of transaction entries with a maximum description length. 
• Historic 'Ref number' transaction patch.

General fixes

• Standardising the use of 2 d.p and '£' prefixes throughout. 
• Audit logs now returns only the last month's audit logs by default for shorter loading times.
• The Enquiries screen can now be printed out .
• The VAT screen 'VAT Summary' and 'VAT Transactions' reports are now available.

Release 2.9 - Date 23/02/17

LMS fixes

• Quick and Advance search on the Records screens now returns Codes beginning with your search criteria first.
• The whole content of a financial input field is now selected when tabbing into that field, so content can be overwritten without moving the cursor and transactions can be posted quicker.

General fixes

• 'Account records' renamed 'Income sources / Supplier' for clarity.
• Payments can now be printed using only the 'Selected' header.
• The RM Unify 'Administrator' status is now reloaded on every login.
• When exporting a purchase order as a PDF, the file name will now contain the school name and order number.

Release 2.8 - Date 09/02/17

Herts fixes

• Multi-lined transaction screens now retain the 'Invoice no.' and 'Receipt no.' fields when entering multiple lines.

General fixes

• Internal charges entry screen added.
• Added first and last page buttons on the Records and Enquiries screens.
• Minor validation and sort ordering improvements on the Enquiries screen.

Release 2.7 - Date 30/01/17

LMS fixes

• Improved contrast of input fields throughout application - darker background colour and thicker borders
• The Code of Budget headings that are in use can now be edited
• Income sources/Suppliers and Alternative payees - 'Max 4 lines' instruction added to 'Address' field
• Cheque remittance - sample cheques now aligning correctly
• Cheque remittance - intermittent 01 JAN 0001 date fixed

General fixes

• Bank accounts can now be marked as inactive, so that they cannot be selected when entering transactions
• Print payments - renamed buttons for consistency with old application
• The Income sources/Suppliers 'Turnover PTD' and 'Turnover YTD' drilldown reports are now available
• All active RM Unify Administrators can now edit the 'Access levels' of other users
• Mixed transaction types can now be grouped when Reconciling transactions

Release 2.6 - Date 23/01/17

LMS fixes

• 'Budget accounts' drilldowns: Date fix where Created Date displayed in place of Transaction Date

General fixes

• Amend / Process Express orders: the ability to pay and process express orders
• Express orders: 'Do you want to view your purchase order?' pop-up now shown after completing an express order

Release 2.5 - Date 12/01/17

LMS fixes

• Express order entry screen added
• Option to choose whether the 'Description' and 'Invoice no.' fields are mandatory or non-mandatory on transaction screens
• Cheque remittance - Account name no longer wraps and the Address area now allows for four lines by default
• 'Budget analysis' report - fix for missing budget accounts

General fixes

• Improved 'Amend / Process' Pay pop-up - combines the pay and confirmation pop-ups for ease of reference
• Improved auto-search functionality (search performed automatically on Tab)
• Enquiries drilldown reports now functioning

Release 2.4 - Date 13/12/16

LMS fixes

• All transactions report - "Totals only" fix
• Amend / Process order Find panel - fields re-ordered to put Order number at the top

General fixes

• New home page design
• Increased margins on the Order plain format for clarity
• Reconciliation report - changed the columns displayed dependent on selection
• Removed the Bank Gross/Nett financial summary option when editing an existing bank

Release 2.3 - Date 01/12/16

• Initial Early Adopter Release