Released on 27/02/2026
New
- Sales invoices can now be exported to Xero Accounts in a pre-set format:
- A new File Type option is available in these 4 screens: File > Export > Customer, Supplier, Sales Invoices and Purchase Invoices.
- A new check box option lets you ignore the account code, adding compatibility with Xero because it matches on customer name rather than customer account number.
- To enable the Xero compatibility, go to System Config > Accounts Link and tick Xero Accounts Link Enabled.
- When searching for invoices, the same tick option appears at the top right. Its default comes from System Config (above). It lets you export invoices that have no customer account code (for Xero).
- Without this option, and for Sage exports, records with a missing account code are shown in red and will not export (as previous behaviour).
- Payments can now be exported to Sage Accounts 50 with the nominal code based on Payment Method (card, cash, BACS, etc.).
- To enable, go to System Config > Accounts Link and tick Export payments with nominal from Payment Method.
- The Export Sales Invoices screen has a new date picker (predominantly used for accounts exports).
- Report Lists that export to file now use a new Export dialogue box with a filename, date/time stamp and open/overwrite options.
- Export options (in addition to Print) have been added to these reports:
- Payments Report
- Invoices Report
- Outstanding Balance Report (first three options only, not statements)
- Projects > Collection Notes has new search options for Original Order Ref, Customer Name and Own Order Ref. The search goes to the first matching record.
- Flex integration in Customer List: an icon now appears at the bottom right of all customers connected to Flex, Cyncly’s online platform that stores data in the cloud. When you update a customer, a tick shows that Flex has been updated.
- Flex integration in Quotes: the WFx button has a new option for Flex Files. It shows all designs for all projects for the selected customer. Click to import ASCII file.
- System Config has a new page for Flex integration API details. These fields have moved from Company Details.
- System Config has a new page for Dashboard settings. You can enter a URL for a published dashboard, for example a Power BI dashboard.
Changes
- Projects > Delivery Notes can now be searched using the Enter key, consistent with other Projects screens. Enter an order ref and hit Enter twice so the search button is highlighted and then pressed.
- Stock List > Activity tab has a new Order Ref column. You can click it and use the usual right-click menu.
- The order ref is now recorded in the stock audit (shown on the Stock List > Activity tab) for these actions:
- Confirm delivery
- Book in collection (shown as “Booked out”)
- Book in delivery (Goods In)
- Raise purchase order (picking list)
Fixes
- The eStore Remove Catalogues button has been fixed.
- The Order Ref is now completed when creating a Delivery Note.