What's new?
We're very excited to announce enhancements to Financials Copilot and the Outstanding Sales Order Enquiry.
Database or Instance Selector in Financials Copilot Skills
We've added a Database or Instance Selector to the Financials Copilot Skill, providing you with greater control over which database is used for your AI-powered queries and analysis.
This enhancement allows you to easily switch between different databases during your Copilot conversations, ensuring you're always working with the right data source for your specific needs.
Improved Permission Error Messaging in Financials Copilot Skill
We've enhanced our error messaging in Financials Copilot skill to provide clear, specific error messages when encountering permission restrictions, replacing generic error messages with informative feedback that explains the actual issue.
For more information on Copilot and Access Evo, please refer to our Everything you need to know about Access Evo and Copilot article.
Enhancement to the Outstanding Sales Order Enquiry
We have added different types of custom field to the Outstanding Sales Order Enquiry. The custom fields are populated on your customer record on the Custom tab and are pulled through on a sales order or sales order credit note transaction.
The added custom fields that you can search on are:
User Number 3
User Date 3
User Flag 3
You can either add them to the Advanced Filter panel or by adding it to the Outstanding Sales Order Enquiry screen using the Cog option and Configure Columns from the list.
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, 10th of September 2025.