Version 1.8.20

What’s new in Gumtrue

This release is about money coming back from the road. Cash-ups, cheques and bank transfers each get proper tools in the office, so what the driver collected and what reached the bank always add up. Vans, deliveries and products get a good round of improvements too.

Cash-up, rebuilt for the office

• A clearer Cash-up page: The page now opens with figures for what needs doing, a tab for each stage with counts, filters for driver, date and search, and an Age column that turns amber after two days.
• Tabs in the order a cash-up moves: The tabs run Open, Awaiting approval, Reconciled, Rejected and All, and each one says on hover what it holds.
• Grouped by payment method: The cash-up window shows one tile per method (cash bag, cheques, bank transfers, card) plus Total collected, and clicking a tile filters the list to that method.
• Approve part of a cash-up: You can tick the payments to approve, and anything left unticked goes back to the driver’s open cash-up.
• Count the cash yourself: Approving now asks for Cash counted, filled in with the driver’s figure, and tells you as you type whether it is balanced, over or short.
• Count the cheques too: When a cash-up holds cheques, the Approve window asks for the cheques counted and says whether they are all there.
• Nobody counted the cash: If the bag was not counted, tick “Nobody counted the cash” to approve it, and it shows as Not counted in amber instead of looking short.
• Add spend: The “Spent on the road” section can record a cash expense straight into a cash-up, so money the driver spent comes off what should be in the bag.
• Fix it before you approve: You can edit or discard a waiting payment, with a reason, and add one the driver missed, and each row says who added or changed it.
• Duplicate warnings: A waiting payment that looks like it was also entered directly in the office is flagged, so it is not counted twice.
• Tidy up for the driver: You can submit a cash-up the driver left open, and close one with nothing left to post.
• Print any cash-up: Every cash-up has a Print button, with the business header, who handled it, every payment with its status, the money spent on the road, and lines for the driver and the checker to sign.
• See any week or month: The Short, Not counted and Posted figures follow a Week or Month picker, and clicking one opens the list for the same period.
• Never miss one waiting: The sidebar item shows how many cash-ups are awaiting approval, and the dashboard says “Cash-up needs a look” when one has waited two days or drivers are short.
• Clear status on every payment: Each posted payment in the cash-up window carries a chip, Posted in green or its real status, such as Awaiting bank, in amber or red.
• Saved to cash-up, not lost: When your payments go through cash-up, the payment form now warns you up front and confirms with “Saved to cash-up”, so nobody enters the same payment twice.

Cheques, tracked from the bag to the bank

• Cheque register: Treasury has a new Cheques tab listing cheques in hand, post-dated, paid in, bounced and void, with a count for each.
• Pay in a batch: Tick the cheques in hand and press Pay in to move them to a bank account as one deposit, with a printable paying-in list that matches the bank slip.
• Cheque number and date: The payment form and the cash-up payment window ask for the cheque number and date, and a cheque goes to the Cheques in hand account by default.
• Post-dated cheques stand out: Picking a later cheque date shows an amber note saying the date it can be paid in from.
• Cheques ready to bank: The dashboard tells you when cheques can be paid in today.
• Mark bounced or void: From the Payments list or a customer’s Transactions tab you can mark a paid-in cheque bounced, with the bank’s charge and a charge to the customer, or void a payment.
• Bounced cheque charges set once: Settings, Invoicing, Bounced cheques holds your default charges and the tax rate used for the charge.
• Statements show it: A bounced cheque appears on the customer’s statement as a returned line.
• Know who bounced last: A customer’s page warns you when their last cheque bounced.
• Payments that say what they are: Payment rows on Treasury, the customer Transactions tab and the cash-up show the cheque number and date, or the transfer reference, without opening the payment.

Bank transfers you confirm against the statement

• Transfers wait for the bank: A customer’s bank transfer can now wait as Awaiting bank until you see it on your bank statement, so the account only changes when the money really arrives.
• To confirm tab: Treasury has a To confirm tab, oldest first, where you tick transfers and Confirm them with the date they arrived, or mark them Not received.
• Already in the bank: People allowed to confirm transfers can tick “Already in the bank” on the payment form to skip the wait.
• Match from your bank feed: For review can confirm a waiting transfer against a bank statement line.
• Nothing forgotten: The customer page shows money awaiting the bank, and the dashboard tells you when transfers have waited two days.
• Your choice: The setting lives under Settings, Invoicing, Bank transfers.

Vans, loading and deliveries

• Say where the stock comes from: Mark Delivered asks where the stock should come from when an order would come off a van nobody loaded, and every other order is still one click.
• Correct it afterwards: A delivered order has a Change link to fix where its stock came from, with a warning if that place has been counted since.
• Load van from the Vehicles tab: The Vehicles tab has Load van in each row menu, and the Load van window can unload a single order and pick a delivery date.
• Mark past orders delivered, rebuilt: The window shows figures, a “Due on or before” date, a warning for orders that would run short with a “Leave them out” option, and every order to search, sort and untick, and orders on a past route are delivered through their route.
• Corrections after delivery in one place: The window for changing a delivered order now sits under Settings, Stock, and the automatic delivery controls sit only under Settings, Automations.

Products and brands

• Brands: The Products page has a Brands tab where you can add, edit, make inactive and remove brands, and each brand’s product count opens its products.
• Brand on every product: Products show a Brand column and filter, and the product form has a brand picker that can add a new brand on the spot.
• Pick several at once: The Category, Sub Category and Brand filters each take several choices, with a cross to clear them, and the export follows your filters.
• Better product imports: The import takes Sub Category and Brand columns, lists the brands it will add, and has a “Fix text exported from a website” option for text copied from an old site.
• Exports that import cleanly: The product export writes category, sub category and brand as separate columns.

Your week, your way

• Business week ends on: Set the day your trading week ends under Settings, Business details, Regional.
• Reports follow your week: The dashboard’s weekly sales bars and Treasury’s This week and Last week now use your business week.
• Quick ranges on Daily Collections: Today, This week, Last week and This month sit above the dates.

Treasury that is easier to search

• Search every tab: Bank Accounts, Payments and Credit Notes each have search, a date range and a customer or supplier picker, and pressing / jumps to the search box.
• Credit notes show what they paid: The Invoice column on Credit Notes shows the invoices a note was applied to, and you can search by them.
• Back where you were: Opening a customer or supplier from Treasury and pressing back returns you to the same Treasury tab and search.

Smaller things that save time

• Why stock changed: The Movements tab has a Reason column, such as Opening stock, Stock count or Damage, and it names the order for van loads.
• A reason on Quick Add Stock: Quick Add Stock has a Reason box and an optional note.
• Sales orders fit a laptop: The sales orders table keeps its actions on the right, merges the delivery and order dates into one column, and keeps every row the same height.
• Orders open in place: Opening an order from the allocated orders window shows it on top, and closing it brings you straight back.
• Keyboard entry when receiving: Enter and the arrow keys move between lines when receiving goods without a purchase order.
• Faster goods received list: The goods received list loads much faster for businesses with a long receiving history.
• Tax rate types: Settings, Tax rates now shows and edits each rate’s type.
• Your currency and tax name: Screens and printed documents use your business’s own currency and tax name, shown under Settings, Business details, Regional.
• Plain error messages: When an email or report export fails, you now see the reason, such as a missing business email, instead of a code.

Bug Fixes

• Cash payment terms: A customer or supplier on 0 days now gets a due date on the document date, not 30 days later.
• Bill due dates: Changing the date of a saved bill now moves its due date too.
• Receive Goods: The Warehouse field always names a real warehouse, so the window shows where stock is going.
• Supplier weekly grid: Products received from a supplier but missing from their product list now get a row on the grid, and long product codes are no longer cut off.
• Supplier balance: The supplier summary no longer reads high once a credit note has been fully used.
• Supplier statement: The opening balance now counts unallocated payments and credit notes by their own dates.
• Stock Levels: A row with stock allocated no longer disappears when Show empty is off.
• Product import categories: A new product whose sub category is not found now goes into its main category with a warning, instead of having no category.
• Stock import dates: Stock imports now read dates the way Excel saves them, and the preview flags any date it cannot read.
• New vans in route forms: A van you have just added shows up in route forms without a refresh.
• Empty new invoice: Closing a new invoice you have not touched no longer asks about unsaved changes.
• Pickup stops: A stop where every order is a pickup now says Mark collected.
• Inactive vans: A route whose van has been made inactive no longer offers Load van, and says why.
• Orders that sell from the van: The Load van window now explains that these orders are already on the van, instead of looking broken.
• Warehouse below zero: The Load van window now says when a warehouse is already below zero, instead of saying it has 0.
• Transfer statuses: A customer’s Transactions tab shows Awaiting bank and Not received instead of Open, and the payment windows opened there name the customer.
• Cash-up payment account: In the cash-up payment window, Paid into now follows the payment method, and Cheques in hand is only offered for cheques.
• Cash-up print: Long payment notes now print in full instead of being cut off.
• Cash-up checks: A cash count below zero is refused with a plain message, and the reject window reads properly for a single waiting payment.
• Number settings: A number setting now shows the value it actually saved straight away.
• Due on or before: A date past the latest allowed day now comes back to that day, so the box always shows the date in use.
• Strict delivery wording: “Block delivering when stock is short” now says it checks the stock on hand, not Available.
• Warehouse settings: The default warehouse shows “Auto (most stock)” instead of a blank field.
• Price fields: Price boxes now fit currency symbols longer than one letter.
• Daily Collections: The filters now line up on one row.
• Consistent messages: Every confirmation message now has the same look.

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