Kiosk Mode - for Customer Self-Entry of Contact Details

The Kiosk feature lets you set up a terminal at your counter where customers can enter their contact details for invoicing. A Network setup is required for this feature.

To activate this feature go to Setup → Options → Preferences. Locate the Kiosk Username / Company Code field. Enter the WindowsUsername/CompanyCode

• WindowsUsername: the username used to log into Windows on the kiosk computer
• CompanyCode: the company code shown on the Company Selection screen

Email Delivery Settings Now Configurable per Company

It's now possible to configure each company to send emails independently. You can choose different delivery methods for each company, such as CashManager Relay or SMTP. This can be set up under Setup → Options → Email

Recurring Transaction Report – Current vs Expired

We’ve enhanced the Recurring Transactions Report in Transactions → Add/Edit Recurring Transactions to make it easier to distinguish between active and inactive recurring items. The report is now divided into two sections:

• Recurring – Current
Includes all recurring transactions that are still active. These are either continuous (no end date) or have an end date that has not yet been reached.

• Recurring – Expired
Includes all inactive or completed recurring transactions. A transaction appears in this section if its finish date is in the past or if the Number of Transactions to Process is set to Zero.

This improvement removes the need to manually compile a list of inactive recurring transactions each year, saving time and reducing errors

Invoicing Bulk Email – New Subject Line Variable

You can now include the Invoice Number and Invoice Reference directly in the subject line when sending bulk invoice emails.

The following variables have been added and can be inserted into the bulk email subject line:

• #INV/QUOTE_NO# — Inserts the invoice or quote number
• #REFERENCE# — Inserts the invoice reference

These fields will automatically populate for each invoice emailed.

SmartInvoicing – New “Do Not Replace Line Items” Option

When attaching a SmartInvoice PDF to an existing Supplier Invoice, a new third option is now available: Do not replace line items.
This allows you to attach the PDF without modifying any existing line items on the invoice.

Customer Invoicing Layouts - Invoice Notes field can now be added to invoices for printing

Australia Only

Bank of Queensland CSV file format change

New Zealand Only

IRD Number Validation Update

The maximum allowable IRD number has been raised to 200-000-000, per IRD guidance

ANZ Bank 04 Validation for Foreign Payments via Wise

We’ve added ANZ Bank 04 validation to support payments made to foreign accounts through Wise Banking. This ensures correct formatting and reduces payment failures when processing international transactions

ANZ Direct - CSV file format change

ASB Bank Office & Business Credit Card - CSV file format change

KiwiBank Banking - CSV file Format change