What's new?
View Expense Claim Line Dates in Financials
We've listened to your feedback and we've introduced a new "Line Date" column in the Purchase and Nominal Transaction Enquiry screen in Access Financials.
This enhancement helps you maintain accurate financial records by showing the original date of each Expense Claim Line.
Line Date column for the Details section on the Purchase Transaction Enquiry
Click Creditors then Enquiries and then click Purchase Transactions.
Expand a transaction by clicking on the Expand arrow in front of it to gain access to the Detail level.
On the top right-hand side of the Detail section on the Purchase Ledger Enquiry screen, click on the Cog option and select Configure Columns.
On the Configure Columns, type in the Search All field 'Line Date'.
Once the option is displayed, select the checkbox in front of it and then click Confirm Columns.
The Enquiry is refreshed with the Line Date column displayed when you are viewing the Details section of a transaction.
Line Date column on the Nominal Transaction Enquiry
Click Financials then Enquiries and then click Nominal Transactions.
On the top right-hand side of the Nominal Transaction Enquiry screen, click on the Cog option and select Configure Columns.
On the Configure Columns, type in the Search All field 'Line Date'.
Once the option is displayed, select the checkbox in front of it and then click Confirm Columns.
The Enquiry is refreshed with the Line Date column displayed.
Note: For both enquiries you need to follow these steps to activate the new column.
Open the Configure Columns on the relevant screen, find the Line Date and if the checkbox is selected, you need to untick that and click on Confirm Columns to apply the change.
Open then Configure Columns again and find or type in Line Date and select the checkbox in front of it, then click Confirm Columns.
The Line Date column should now be displayed for you and also remembered when you revisit the screens.
Year and Period filter defaults added to the Sales and Purchase Ledger Transaction Enquiries
We have added a default Year and Period filter in to our Sales and Purchase Ledger Enquiries to improve the performance of these screens.
Before, the Year and Period filters defaulted to All resulting in all your transactions being retrieved when visiting the enquiry directly, before adding in any year and or period filters.
Now, the Year and Period default to the current Year and the Period and you can manually change these should you need to in the Advanced Filter panel.
If you have Working Periods enabled on your database, the Period defaults to the current working or open Period.
We've made some changes to the look and feel of our screens
As part of our ongoing commitment to provide a consistent user experience, we’ve made improvements to create a more cohesive look and feel across Access Financials, enhancing usability for our customers.
Colours:
Our colours have been updated to a streamlined colour palette for better contrast and consistency.
Font:
We've standardised our fonts for improved readability across all our screens.
Button Styles:
We've implemented unified button appearance for clearer actions and a more polished interface.
Screen Icons:
The icons on each screen that you open now match the icons on the navigation menu to ensure visual consistency.
Action Panel:
We've refined and improved the Action Cards to improve clarity and consistency.
To access your Digital Assistant, just click on Assistant icon in the bottom right-hand side corner of your screen, then click Ask a question and select the module you wish to learn about.
For any feedback on our Next Generation screens, please contact our Support department.
How this version will be made available
This release will be automatically rolled out to all customers at approximately 6pm, on Wednesday, 11th of May 2025.
Additional information
This release contains bug fixes as well as a hotfix.
Bug Fixes:
Azure DevOps ID: 1643080
Summary: The Total Value is now correctly updated when using tab keys to edit the Stock Take screen.
Support Reference/Ticket: 66332925.
Linked Azure DevOps Tickets: 1484921.
Azure DevOps ID: 1669397
Summary: When a new expense claim is approved and processed, the supplier’s bank details are now automatically updated in the Financials system.
Support Reference/Ticket: N/A
Linked Azure DevOps Tickets: 1635262, 1587847.
Azure DevOps ID: 1686496
Summary: Multi Entity, Voucher Ref was missing when raising a Nominal journal and then reversing as negative or duplicating. This has now been resolved.
Support Reference/Ticket: 67229153.
Linked Azure DevOps Tickets: N/A
Azure DevOps ID: 1691112
Summary: Change made to chase debtors screen when using the Select All option, to select all transactions and not just the first 100.
Support Reference/Ticket: 67289848.
Linked Azure DevOps Tickets: 1699959.
Azure DevOps ID: 1693616
Summary: Changing the transaction date on receipts was giving an error around due dates, this has now been resolved.
Support Reference/Ticket: 67312659.
Linked Azure DevOps Tickets: N/A
Hot Fix:
Azure DevOps ID: 1697322
Summary: An issue was identified where by sending a remittance run without providing a Payment Reference ID would silently fail to send the remittance email.
Support Reference/Ticket: N/A
Linked Azure DevOps Tickets: 1556338.