Version 1.6.0

What's new in Gumtrue

A big release. Settings has been rebuilt from one long page into a proper Configuration hub, there are three new reports, supplier records catch up with the customer side, and money on account finally reads the same wherever you look at it.

The driver app section near the end covers the Android app. Everything else is the web app.

Settings, rebuilt as a Configuration hub

• One long page becomes a hub: Settings now has a rail down the left grouped into You, Business, People and Finance and Records, and every section has its own address so you can bookmark the one you use.
• Search your settings: Type into Search settings and it finds the setting by its name, its description or a word you might think of instead, then jumps to it and highlights it for a moment.
• Users, roles and templates live here now: Users, Roles and permissions, UI profiles and Document templates have moved into the hub, so configuration is all in one place instead of spread across three menu items.
• Your account moved in too: Your own details and your password are now under Your account in Settings, next to dark mode and content width, rather than on a separate profile page.
• Chart of accounts, tax rates and the audit log get real pages: These used to be tabs with no address of their own, so you could not link to them. Each is now its own page.
• Approvals has its own menu item: The business approvals queue used to be buried on the old System page and now sits in the main sidebar.
• Switches save themselves: Flip a toggle and it saves on its own with a small tick. Only the boxes you type into need saving, and those collect into one save bar at the bottom of the screen that tells you how many changes are waiting.
• Old links still work: Any bookmark you had to the old Users, System, Document Templates or Profile pages takes you to the right place in the hub.

Three new reports

• Sales Analysis: A new report showing quantities and money sold over any date range, grouped by customer, product, category, or customer and product, with optional filters for a single customer, category or product.
• Sales Listing (VAT Breakdown): A new report giving you the VAT breakdown behind your sales listing, with subtotal and discount columns.
• Stock Reorder: A new report showing what needs reordering, filtered by category, supplier and stock level, with the option to raise draft purchase orders straight from it.
• Set your own reorder levels: Products now carry a minimum and a maximum stock level, so low stock means what you decided it means rather than a fixed figure of ten for everything.
• Discounts shown on sales reports: Sales Summary, Sales by Product and the VAT reports now show a subtotal and a discount column when the period actually has a discount to explain.

Suppliers catch up with customers

• Supplier opening balances: You can now enter a supplier's opening balance the same way you enter a customer's, and it becomes a real bill or credit note you can allocate against instead of a figure that nothing can pay off.
• Sort the supplier list: Six columns on the suppliers list are now sortable, and your sorting, search and filters survive going into a supplier and coming back.
• A status filter on suppliers: Filter the supplier list by status, the way you already could elsewhere.
• Supplier credit notes can be allocated: The supplier credit note screen now has the same Allocate to Bills panel that customer credit notes have always had.

Weekly invoicing

• Move an order off a week: You can take a single order off a weekly invoice from the invoice actions menu, and the week tidies itself up afterwards.
• Deleting a weekly invoice asks the right questions: Deleting an invoice now offers you what to do with the orders behind it, rather than leaving deliveries stranded.
• Notices on the weekly grid: The weekly order grid now tells you which days you can still change and how stock will move, with an information tooltip explaining the rules.
• Filter invoices and bills by type: Sales Invoices and Supplier Bills gain a Standard or Weekly filter when weekly invoicing is switched on.

Quick Bill

• Enter a supplier bill without keying every line: Quick Bill is the purchasing twin of Quick Invoice. Pick a product, type the total, pick the VAT rate, and add as many summary lines as you need, with your purchase ledger and VAT return still correct.
• Type the figure off the paperwork: Switch the entry between net and gross, and in gross mode the number you type is stored exactly, so a bill keyed from a supplier's invoice matches it to the penny.

0 Votes