Releases

Customer Supplier Number, Invoice Default Due Date, Default Quote Expiry Date

19 July 2018

Customer Supplier Number

(Affects all Tidy products)
We have added a Supplier Number field to Customers (sometimes also known as a Vendor Account Number). This is a number given to you by your customer, which is used to identify yourself on all documents and invoices you send to them.

This feature is available in TidyStock, TidyWork and TidyBuild when on the Jet plan or above. It's available (standard) in TidyEnterprise. Please contact us to request the Supplier Number feature is turned on for your account.

Once turned on you can enable it in Global Settings > Company Settings > Advanced. You can add the Supplier Number to a Customer on the Customer Edit screen. You can include a Supplier Number when adding a new Customer via the Quick Customer dialog from the Project, Quote and Sale screens.

If a Supplier Number is enabled and completed for a Customer, then it will display in the following places:

  • Quote Console
  • Project Console
  • Invoices
  • Packing slips
  • Quote documents
  • Project Proposal documents

You can also use the keyword {{Customer.SupplierNumber}} to add the Supplier Number to these Custom Document Templates:

  • Project Quote
  • Project Proposal
  • Sales Quote
  • Packing Slip

The Supplier Number is also information you can add to any Tidy Custom Reports you have or request to be created and made available within Tidy.


Invoice Default Due Date

(Affects all Tidy products)
When setting the Invoice Default Due Date to be a day of the month following, you can now set it for any day (up to 31). "If the day is higher than the number of days in the next month, then the day will be set to the last day of that month. (i.e. If you set the number between 29 and 31 then in February the invoice day would be adjusted to the 28th unless that year was a leap year in which case it would be adjusted to the 29th).


Default Quote Expiry Date

(Affects TidyWork, TidyBuild, TidyEnterprise)
You can now set the Default Quote Expiry Date. In Global Settings > Company Settings > Quotes/Proposals you can set the default number of days. When creating a new Quote this will be the number of days from the current date till the Expiry Date. You can still manually change the Expiry Date. By default, the number of days is still 14.


Project Invoices

(Affects TidyWork, TidyBuild, TidyEnterprise)
Previously when previewing an Invoice for a Project (before generating) the preview did not show the additional lines: Project Name, and Project Description. These are now included (if they are set to display on your invoice), so the preview is more consistent with the final invoice.

(Affects TidyWork, TidyBuild, TidyEnterprise)
Previously when the Invoice for a Project was generated to screen (instead of to Xero), information lines, such as descriptions, would show $0.00 in the charge columns. These columns are now left blank on the information lines.


Material Item Transfer History

(Affects TidyStock, TidyEnterprise)
Previously when viewing the History of a Managed Material Item, the description column for Transfers was left empty. Now the description column for transfers includes the Transfer Number and the Transfer Description.


Project Special Instructions

(Affects TidyWork, TidyBuild, TidyEnterprise)
A Project's Special Instructions can now be up to 10,000 characters. Previously the limit was 6,000. We've also fixed an issue where the limit for the Special Instructions was incorrectly shown to be 255 characters, if you went over the 6,000 limit.


Improvements and Fixes

(Affects all Tidy products)
We've made changes to help Tidy run more smoothly. This includes changes to how memory is used on the server, and how Tidy connects to financial accounting app providers (e.g. Xero).

(Affects all Tidy products)
We have updated and tweaked a number of icons. This is part of the effort to further improve the user interface and fine tune following the major icon upgrade earlier this year.

(Affects TidyWork, TidyBuild, TidyEnterprise)
Xero limit the rate at which they will receive transactions. In high usage situations, Tidy users have occasionally received a "Service unavailable" message when attempting to Generate a large amount of Invoices and export to Xero. We have made changes to better handle Xero's limitation, by pacing how these transactions are sent to Xero.

(Affects TidyWork, TidyBuild, TidyEnterprise)
Fixed an issue when creating a Time Entry and entering Start or End times, where entering a capitalised "AM" or "PM" would not be handled correctly. "AM" or "PM" can now be entered in uppercase or lowercase.

(Affects TidyStock, TidyEnterprise)
Fixed an issue where the Bulk Import of existing Material Items (to update them) would cause some fields to be reset to empty. When doing a Bulk Import of existing Material Items, the "Stock Reorder Level", "Tax Rate" and setting the "Sales Portal" checkbox (to checked) would be reset to empty. This is now fixed.

(Affects TidyStock, TidyEnterprise)
Fixed an issue where a Material Item could not be deleted if it had Custom Pricing levels set.

(Affects TidyStock, TidyEnterprise)
Fixed an issue where an Assembly could not be deleted if it had Components.

(Affects TidyStock, TidyEnterprise)
Fixed an issue which caused an error when attempting to save an Assembly's Components after adding a new empty line and then deleting it. We've also made it easier to use by ignoring new empty lines (instead of requiring new empty lines to be completed). Also fixed an issue which caused as error when saving Assembly Components with no Components. And fixed an issue which caused an error when attempting to save an empty Assembly.

(Affects TidyStock, TidyEnterprise)
Fixed an issue where a draft Sale which had been previously saved and contained a non-standard pricing level, would not retain the pricing level which had been set when re-editing the Sale.

(Affects TidyStock, TidyEnterprise)
Fixed an issue which would cause an error when attempting to save a Sale which contained a Material Item with an extremely high number of historical transactions.

(Affects TidyStock, TidyEnterprise)
Fixed an issue which would cause an error when attempting to save a Sale which contained fields with contents longer than the maximum length.

(Affects TidyStock, TidyEnterprise)
Fixed a rare issue which would occasionally cause an error when attempting to save an edited Sale.

(Affects TidyWork, TidyBuild, TidyEnterprise)
Fixed an issued with the PR03 Report, where it would not use the Invoice ID from Xero (if connected and available).

(Affects TidyStock, TidyEnterprise)
Fixed an issues where in a certain circumstance the Predicted Availability tip in Sales Create or Edit would not include the quantity in unreceived Purchase Orders.

(Affects TidyEnterprise)
Fixed an issue where the favicon (the little icon which appears in the browser tab) for TidyEnterprise would show in the TidyWork colour, instead of the TidyEnterprise colour.