This is an overview of news, improvements and fixes in the upcoming Sapera update.
From the payment window in the POS you can now select and pay several invoices at the same time – not just one at a time.
Receipt: date and time are now always shown in full Danish format, and the unit text in parentheses next to quantity is shown correctly.
The product attributes dialog now automatically focuses the input field when opened.
Keyboard navigation is preserved when returning from the settlement window.
Fixed a crash when creating a sale with a physical terminal.
Fixed a crash when opening the settlement settings.
Fixed that a related product with a fixed price was always split into a new line when increasing the quantity; the original line's quantity is now updated correctly.
Fixed a MobilePOS error during Vipps/MobilePay payment.
It is now possible to edit the cost price on service products directly on sales orders and invoices.
Invoices now have an audit log, so changes to an invoice can be traced.
New setting to automatically complete a sales order on invoicing. In addition, a sales order is now saved automatically as soon as the customer field is filled in.
For trade-in/buy-back you can now register an over-price. The over-price is written down from the stock value and posted to a dedicated overprice regulation account when the invoice is booked. The account is set up per product category, and the over-price cannot exceed the buy-back price.
Serial-number items/units can now be marked as serviced, and the customer can see which units are ready to be marked as serviced in connection with service and rental orders.
A new quote can be created via a "Create" button with selection of operator/salesperson – just like "New sales order".
It is now possible to create a task directly from the edit-customer page, with an overview of the customer's related tasks.
Several time products can now be linked per employee, so time can be registered on more product types.
Sales orders now warn about inconsistencies in accounting assignment before being carried over to an invoice.
Pending time registrations now have an overview with filtering and better refreshing of the view.
The task type can now be changed in the combined sales-order/task window.
The instalment-plans menu item is now hidden when product instance support is disabled.
Fixed missing action codes (e.g. preparation of new/used machines) in "edit action code".
Fixed that an ongoing price edit could prevent an action code's price from being applied correctly on a line.
Fixed a "Not found" error when registering time on a sales order's time logs.
Fixed that creating a discount of the type "X products for Y price" could fail.
Sapera can now warn about duplicates on supplier invoice number and supplier purchase-order number, so the same document is not booked twice by mistake.
It is now possible to remove a match between a purchase invoice and a purchase order again (un-match).
"Select all" in the purchase invoice overview now selects invoices across all pages.
A purchase invoice can now be completed/settled correctly even when the amount is 0.
Matching a purchase invoice against order lines now correctly handles several lines for the same stock item.
Fixed that creating a purchase order from sales orders could fail on the item quantity.
Fixed that related products were added again when changing the main product on a purchase order.
Removed an unexpected pop-up when adding a delivery to stock or when booking a purchase invoice.
Fixed that the button state was not always updated correctly when selecting in the purchase invoice list.
There is now an overview in the user interface where you can see cost-price adjustments.
It is now easier to write down a single product instance, and you can search/filter by product description when selecting items for a write-down journal.
The product overview and product card now have columns with the number of units sold, so you can quickly see sales figures per product.
VAT is now calculated correctly on internal stock transfers between departments.
Automatic cost-price update is now disabled for service products (items without stock).
New setting to hide the "Add to stock journal" button on product instances.
Fixed that the first related product was shown twice on a product instance.
Fixed that a product category with at least one related product could not be saved.
Fixed the "operation cancelled" error when adding items to a write-down journal; the addition now runs correctly in the background.
Outgoing bank payments now support IBAN account numbers with BIC/SWIFT for foreign payments.
VAT types now have an audit log, so changes to a VAT type can be traced.
Improved automatic settlement: outgoing bank payments now settle the supplier correctly, and settlement can be started directly from the overview.
Improved handling of remaining amounts when settling entries.
The chart-of-accounts overview now has a column for contra/closing account, with the option to filter on it.
Bank reconciliation: two entries on the left side can now be matched with each other.
Interest calculation now uses the correct settings per department instead of the root/default settings.
Improved setup and validation of financial accounts, plus the option to filter on number ranges (from/to) in numeric columns.
Explanatory notes have been added on the exchange-rates screen.
Action codes can now control whether a line is included in revenue and contribution margin, and this is carried over correctly to the entries.
Webshop synchronisation has been moved to background workers, making it more robust and allowing the status to be tracked. Webshop orders that were booked in Sapera but not completed in the webshop are now stored and replayed automatically, so orders are not lost.
Incoming email messages can now be approved or rejected via an approval flow with associated permission control.
Files can now be dragged directly onto the body editor in the incoming-email dialog and are added correctly as attachments.
Context buttons in the incoming-email list and dialog have been relocated, and a notification about the available dropdown actions is now shown.
Fixed that a communication workflow type with at least one step could not be saved.
Token handling has been fundamentally reworked so that Sapera is stable when you work with many open tabs at the same time. Previously you could be told that a tab needed to be reloaded; this is now avoided, and tabs work together correctly – also when you log in in another session.
There is now a permission that controls whether sales prices and cost prices can be seen on sales documents.
The audit log can now show text changes as a diff, making it easier to see exactly what has changed.
Fixed the display in the Organizational unit column when an actor has no unit assigned.
Fixed incorrect item quantity on subscriptions with a quarterly period combined with adjustment to the start date.
Improved handling of customer discounts and calculation of the number of periods in a range.
Power BI reports can now be integrated directly into Sapera's dashboard. The setup has been made easier: workspace, report and report page are selected from dropdown lists.
Aggregated printout now works correctly in EAN invoices.
Fixed an error in report generation, so reports with certain layout setups are generated again without errors.
Consistent sorting of report tags, and the order in the quick-select menu now follows the order from label printing.
The notification bar can now have a selected background colour.
Sales orders get a more descriptive title in the Sapera App.
Fixed that setting categories could appear as duplicates in the settings tree.
Added a link to download SyncTool in the About dialog.
If you have any questions about these changes, please feel free to contact support.
