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Zumzum Financials Releases

Zumzum Financials Knowledge Base

    Overview

    Keep up to date on all the significant releases to the Zumzum Financials Package. Releases are ordered reverse chronologically and grouped by the package release number.

    Zumzum releases a new package to your Salesforce sandbox org every thirty days and then will automatically push an updated package to your Salesforce production org thirty days later. The most current release package will contain the features and fixes added to the previous package releases, including patch releases for a specific version.  This way, you will always be on the latest version of Zumzum Financials.

    If you would like to access any of the packages pushed to your sandbox earlier than the scheduled push date, then contact our team. Please email case@zumzum.co.uk to contact our support team to request a release package installation link.

    Zumzum Financials Releases

    Zumzum Financials 1.506.1

    Zumzum Financials 1.506

    • Bug Fix: resolved an issue with the Sales Invoice to ensure trailing zeros are displayed correctly.
    • Bug Fix: resolved an issue with the Purchase Invoice to ensure trailing zeros are displayed correctly.
    • Bug Fix: resolved an issue with the Journal to ensure trailing zeros are displayed correctly.
    • Bug Fix: resolved an issue with the Bank Transfer to ensure trailing zeros are displayed correctly.
    • Bug Fix: resolved an issue with the Bank Payment to ensure trailing zeros are displayed correctly.
    • Bug Fix: resolved an issue with the Bank Receipt to ensure trailing zeros are displayed correctly.
    • Bug Fix: resolved an issue with the Bank Customer Receipt to ensure trailing zeros are displayed correctly.
    • Bug Fix: resolved an issue with the Sales Order to ensure trailing zeros are displayed correctly.
    • Bug Fix: Purchase Invoice will load the Tax Rate is loaded correctly when adding subsequent line items.
    • Bank Reconciliation custom field “Charges of Amount” default value is set to “0”
    • Bug Fix: Bank Payment – “Calc Net Button” to produce correct result for Net, Tax and Gross values when clicked
    • Bug Fix: Bank Receipt – “Calc Net Button” to produce correct result for Net, Tax and Gross values when clicked
    • Bug Fix: to the New Bank Reconciliation screen to correctly load the  Statement Balance when changing the bank Account
    • Bug Fix: to the Bank Reconciliation user interface to correctly format values into two decimal places
      • Statement Balance
      • Difference
      • Nominal Balance
      • Last reconciled balance

    Zumzum Financials 1.505

    • Changed the labels of the Account “Balance”, “Debit” and “Credit” field labels to ZZZDeprecated.
    • Updated the Zumzum Account Record Page to be the app default for the MTD for VAT and Payment Gateways apps.
    • Upgraded the Zumzum Account Record Page to support Dynamic Quick Actions.  
      • Will only appear when the Account Type is “Customer”
        • Send Statement
        • Enforce On Hold On
        • Enforce On Hold Off
        • Enforce On Hold On
        • Automatic On Hold
    • Added to the Sub Tabs component on the Zumzum Account Record Page:
      • Will only appear when the Account Type is “Customer”
        • Sales Invoice
        • Bank Receipts
        • Bank Payments
      • Will only appear when the Account Type is “Supplier”
        • Purchase Invoice
        • Bank Receipts
        • Bank Payments

    Zumzum Financials 1.504.3

    • Bug Fix: Ensure the Corporate Company is set correctly when creating ledger records after posting a Purchase Invoice.

    Zumzum Financials 1.504.2

    • Bug Fix: Resolve a Too Many SOQL error when posting a Purchase Invoice with up to 50 lines.

    Zumzum Financials 1.504.1

    • Bug Fix: Resolve a Too Many SOQL error when converting a Purchase Order to a Purchase Invoice with up to 50 lines.
    • Post a Purchase Invoice with up to 50 lines.

    Zumzum Financials 1.504

    • Changed the BankReconcile Object label to “Bank Reconciliation”.
    • Update the Description of the Bank Reconcile object
    • Updated the Unallocate Bank Customer Receipt so that on completion the Cancel button is renamed to Close.
    • Replaced all instances of the work “Temperory” with “Temporary” for when creating PDFs for Sales Invoices that are temproarily stored as Salesforce files.
    • Remove redundant tabs that were previously labeled as ZZDeprecated from the Zumzum Financials App.
    • Removed the “GraphicsPackExample” from the Zumzum Financials App.  These graphics were previously used on Visualforce pages.
    • Bug Fix: resolved an issue with the Expense Sheet for Lightning that  prevents duplicate Expense Claim Numbers when creating a new Expense Sheet
    • Updated the Bank Account page layout to remove buttons and quick actions, added sections to group fields.
    • Added support to the new Sales Order Visualforce page for the ICU Local Format so that EU/Euro data entry is fully supported.  This means that number grouping is with a full stop and the decimal separator is a comma.
    • Added support to the edit Sales Order Visualforce page for the ICU Local Format so that EU/Euro data entry is fully supported.  This means that number grouping is with a full stop and the decimal separator is a comma.
    • Added support to the new Purchase Invoice Visualforce page for the ICU Local Format so that EU/Euro data entry is fully supported.  This means that number grouping is with a full stop and the decimal separator is a comma.
    • Added support to the edit Purchase Invoice Visualforce page for the ICU Local Format so that EU/Euro data entry is fully supported.  This means that number grouping is with a full stop and the decimal separator is a comma.
    • Added support to the new Purchase Credit Visualforce page for the ICU Local Format so that EU/Euro data entry is fully supported.  This means that number grouping is with a full stop and the decimal separator is a comma.
    • Added support to the edit Purchase Credit Visualforce page for the ICU Local Format so that EU/Euro data entry is fully supported.  This means that number grouping is with a full stop and the decimal separator is a comma.
    • Added support to the new Sales Invoice Visualforce page for the ICU Local Format so that EU/Euro data entry is fully supported.  This means that number grouping is with a full stop and the decimal separator is a comma.
    • Added support to the edit Sales Invoice Visualforce page for the ICU Local Format so that EU/Euro data entry is fully supported.  This means that number grouping is with a full stop and the decimal separator is a comma.
    • Added support to the New Sales Credit Visualforce page for the ICU Local Format so that EU/Euro data entry is fully supported.  This means that number grouping is with a full stop and the decimal separator is a comma.
    • Added support to the edit Sales Credit Visualforce page for the ICU Local Format so that EU/Euro data entry is fully supported.  This means that number grouping is with a full stop and the decimal separator is a comma.
    • Added support to the Journal Visualforce page for the ICU Local Format so that EU/Euro data entry is fully supported.  This means that number grouping is with a full stop and the decimal separator is a comma.
    • Added support to the Bank Transfer Visualforce page for the ICU Local Format so that EU/Euro data entry is fully supported.  This means that number grouping is with a full stop and the decimal separator is a comma.
    • Added support to the Bank Supplier Refund Visualforce page for the ICU Local Format so that EU/Euro data entry is fully supported.  This means that number grouping is with a full stop and the decimal separator is a comma.
    • Added support to the Bank Receipt Visualforce page for the ICU Local Format so that EU/Euro data entry is fully supported.  This means that number grouping is with a full stop and the decimal separator is a comma.
    • Added support to the Bank Payment Visualforce page for the ICU Local Format so that EU/Euro data entry is fully supported.  This means that number grouping is with a full stop and the decimal separator is a comma.
    • Added support to the Customer Refund Visualforce page for the ICU Local Format so that EU/Euro data entry is fully supported.  This means that number grouping is with a full stop and the decimal separator is a comma.
    • Added support to the Customer Receipt Visualforce page for the ICU Local Format so that EU/Euro data entry is fully supported.  This means that number grouping is with a full stop and the decimal separator is a comma.

    Zumzum Financials 1.503

    • Optimised the code quality for the Expense Sheet Details LWC error pop up component
    • Improved the code quality compliance of the VAT Transfer page
    • Deprecated and removed the “Graphics Package” images previously used on Visualforce pages and user interface components. All images have been replaced with the “Zumzum Cloud” icon.
    • Fixed a bug with the Sales Invoice Plan being created from an Opportunity, that returned an error when the Currency Exchange Rate had expired.  Now it will return the most recent rate.

    Zumzum Financials 1.502

    Zumzum Financials 1.501

    • VAT Transfer is updated to now create ledger records with Zumzum multi currency
    • VAT Transfer now supports syncing the Salesforce Currency to the Zumzum Corporate Currency.  When a subscriber org has Salesforce Multi Currency Enabled, the Standard CurrencyIsoCode is added to the object.  A user with any currency on their user record, is able to create transactions with any Zumzum Currency and the record will be created so that the Standard CurrencyIsoCode is set to match the Zumzum Financials currency.  This is done when both Salesforce multi-currency and Zumzum Enabled Multi-Currency are enabled so that the records are created to match the Zumzum Corporate Currency.
    • Bug Fix: Expense Sheet Detail (LWC) browser on iOS: when the user clicks a Custom Lookup, the search box is displayed correctly.
    • Bug Fix: Expense Sheet Detail (LWC) browser on iOS error message is fixed to the warning icon
    • Bug Fix: UnAllocate (Bank Receipt) change label changed to “Unallocate”

    Zumzum Financials 1.500

    • VAT Return updated the “VAT Obligation” filter error message to “Please select a VAT Obligation that is of a status “Open”
    • VAT Return added a new validation to prevent the user submitting a VAT Return to the MTD for VAT API when the VAT return status is HMRC Filed.
    • VAT Return When selecting Proceed, to submit the VAT Return to HMRC displays a confirmation page and requests the user to close the page.
    • Added next steps to the “You Are Ready To Go” section of the Getting Started page.

    Zumzum Financials 1.499.1

    • Bug Fix: Unallocate Customer Receipt LWC, resolved Uncaught Action Failed

    Zumzum Financials 1.499

    • Package rebuild only

    Zumzum Financials 1.498

    • Added the “Unallocate” quick action to the Bank Receipt page layout for Unallocate Bank Customer Receipt from Sales Invoice feature.
    • Bug Fix: Resolved an issue with the VAT MTD Component on the Company page to prevent the “Refresh” button generating an error when loading VAT Obligations.
    • Added a new quick action on the Company page to  Authorise MTD for VAT
    • The VAT MTD Component on the Company page loads the list of VAT Obligations in descending order by end date.
    • Bug Fix: the Sales Order will now display an exception message if no Currency Rate is found for the Sales Order currency
    • Updated the header and grid for the Journal page to better align the fields and labels.
    • Improved the alignment of fields on the Bank Supplier Refund page and aligned the grid labels and fields on the user interface.

    Zumzum Financials 1.497.5

    • Bug Fix: Resolved an issue with the Revenue Recognition process which prevented Sales Invoices with Revenue Recognition rules posting.  Now the process is correctly setting all values for calculation including the new “Per Day Amount” for revenue recognition by exact days.

    Zumzum Financials 1.497.4

    • Bug Fix: Improved the unit test for the Account Trigger that sets the corporate currency when creating test data.  This mitigates the issue with receiving too many SOQL query limits when posting multiple transactions.

    Zumzum Financials 1.497.3

    • Bug Fix: Optimised the query in the Utility class which sets the default organisational currency for transactions.  This mitigates the issue with receiving too many SOQL query limits when posting multiple transactions.

    Zumzum Financials 1.497.2

    • Bug Fix: Updated the Account Trigger for better exception handling if no corporate currency is found in the org.

    Zumzum Financials 1.497.1

    Zumzum Financials 1.497

    • Updated the Install App Data to Get Started Script to set the default Currency Rate End Date 50 years in the future. This will only execute for new installations in Sandbox or Production orgs.
    • Added a new feature to Purchase Invoices to configure the External Reference Unique Check Type.
    • Added a new Custom Metadata Setting for Purchase Invoice Settings.
    • Added a new Purchase Invoice Validation Rule to lock the PI Number once the Purchase Invoice status is changed to Posted.  The Zumum Financials administrator has a custom permission to edit the PI Number even when the status is Posted.
    • Added new custom permission to the Zumzum Financials Administrator Permission Set “Edit Purchase Invoice Number When Status Is Posted” to bypass the validation rule that locks the PI Number when posted.
    • Updated the Zumzum Financials Administrator Permission Set to include the “Edit Sales Invoice Number When Status Is Posted” to bypass the validation rule that locks the SI Number when posted.
    • Improve the field alignment in the header of the Bank Customer Receipt screen.
    • Improve the field alignment in the header of the Bank Customer Refund screen.
    • Improve the field alignment in the header of the Bank Supplier Payment screen.
    • Improve the field alignment in the header of the Bank Receipt screen.
    • Improve the field alignment in the header of the Bank Supplier Refund screen.
    • Added a header and footer to the Submit VAT Return lightning web component.
    • New Feature: Unallocate Bank Customer Receipt from a Sales Invoice Line Item.

    Zumzum Financials 1.496

    • Bank Reconcile “Amount Charges” now support syncing the Salesforce Currency to the Zumzum Corporate Currency.  When a subscriber org has Salesforce Multi Currency Enabled, the Standard CurrencyIsoCode is added to the object.  A user with any currency on their user record, is able to create transactions with any Zumzum Currency and the record will be created so that the Standard CurrencyIsoCode is set to match the Zumzum Financials currency.  This is done when both Salesforce multi-currency and Zumzum Enabled Multi-Currency are enabled so that the records are created to match the Zumzum Corporate Currency.
    • Bank Reconcile “Interest Earned” now support syncing the Salesforce Currency to the Zumzum Corporate Currency.  When a subscriber org has Salesforce Multi Currency Enabled, the Standard CurrencyIsoCode is added to the object.  A user with any currency on their user record, is able to create transactions with any Zumzum Currency and the record will be created so that the Standard CurrencyIsoCode is set to match the Zumzum Financials currency.  This is done when both Salesforce multi-currency and Zumzum Enabled Multi-Currency are enabled so that the records are created to match the Zumzum Corporate Currency.
    • Bug Fix:  (Error: Attempt to de-reference a null object) Sales Order will now display a message rather than an unhandled error if no Currency Rate is active for the Sales Order date.
    • Bug Fix:  Allocate Pending Credit and Payments on Account to Invoice correctly updates the “Analysis Total” when adding/removing/updating the “Receipt” value on the line item row.
    • Bug Fix:  resolved and issue for the Expense Sheet for Lightning on a mobile device with iOS to prevent the screen hanging when the user adds a new expense sheet and clicks “save and add expense”.
    • Improved the layout of the classic Bank Payments page by better aligning header and detail row fields.
    • Resolved a bug with the Bank Payments page to ensure line items are deleted correctly.
    • Remove the legacy “Submit to HMRC” web component from the VAT Return Lightning Record Page.
    • Updated the disclaimer text for the “Submit to HMRC” component for MTD For VAT.

    Zumzum Financials 1.495

    • Purchase Invoice and Purchase Invoice Line Items now support syncing the Salesforce Currency to the Zumzum Corporate Currency.  When a subscriber org has Salesforce Multi Currency Enabled, the Standard CurrencyIsoCode is added to the object.  A user with any currency on their user record, is able to create transactions with any Zumzum Currency and the record will be created so that the Standard CurrencyIsoCode is set to match the Zumzum Financials currency.  This is done when both Salesforce multi-currency and Zumzum Enabled Multi-Currency are enabled so that the records are created to match the Zumzum Corporate Currency.
    • Purchase Credit and Purchase Credit Line Items now support syncing the Salesforce Currency to the Zumzum Corporate Currency.  When a subscriber org has Salesforce Multi Currency Enabled, the Standard CurrencyIsoCode is added to the object.  A user with any currency on their user record, is able to create transactions with any Zumzum Currency and the record will be created so that the Standard CurrencyIsoCode is set to match the Zumzum Financials currency.  This is done when both Salesforce multi-currency and Zumzum Enabled Multi-Currency are enabled so that the records are created to match the Zumzum Corporate Currency.
    • Bank Customer Refund with Bank Payment and Bank Payment Line Items now support syncing the Salesforce Currency to the Zumzum Corporate Currency.  When a subscriber org has Salesforce Multi Currency Enabled, the Standard CurrencyIsoCode is added to the object.  A user with any currency on their user record, is able to create transactions with any Zumzum Currency and the record will be created so that the Standard CurrencyIsoCode is set to match the Zumzum Financials currency.  This is done when both Salesforce multi-currency and Zumzum Enabled Multi-Currency are enabled so that the records are created to match the Zumzum Corporate Currency.
    • VAT Return now support syncing the Salesforce Currency to the Zumzum Corporate Currency.  When a subscriber org has Salesforce Multi Currency Enabled, the Standard CurrencyIsoCode is added to the object.  A user with any currency on their user record, is able to create transactions with any Zumzum Currency and the record will be created so that the Standard CurrencyIsoCode is set to match the Zumzum Financials currency.  This is done when both Salesforce multi-currency and Zumzum Enabled Multi-Currency are enabled so that the records are created to match the Zumzum Corporate Currency.
    • VAT Obligations now support syncing the Salesforce Currency to the Zumzum Corporate Currency.  When a subscriber org has Salesforce Multi Currency Enabled, the Standard CurrencyIsoCode is added to the object.  A user with any currency on their user record, is able to create transactions with any Zumzum Currency and the record will be created so that the Standard CurrencyIsoCode is set to match the Zumzum Financials currency.  This is done when both Salesforce multi-currency and Zumzum Enabled Multi-Currency are enabled so that the records are created to match the Zumzum Corporate Currency.
    • Updated the Sales Order feature to enforce “With User Mode” when retrieving Tax Rates for Sales Order Line Items so that users will need to have the access to the Tax Rates object assigned with permission sets or profiles.
    • Increased the length of the “Reference” field on the Journal page user interface
    • Updated the “Account Settings” custom metadata type settings page layout
    • Made improvements to the layout of the fields on the Bank Transfer page for classic

    Zumzum Financials 1.494

    • Added a new Revoke HMRC Connection to the VAT Return Lightning Record Page which will disconnect the MTD For VAT API Connection
    • Added a filter to the VAT Obligation field on the VAT Return to only show VAT Obligations with a status of Open.
    • Added edit access to all Zumzum Financials custom fields on the Opportunity Product object for the Zumzum Financials Admin Permission Set.
    • Bug Fix to the Sales Order: when removing currency, the page functions as expected, without error message, till saved.
    • The Opportunity Trigger is updated to default the Zumzum Currency field to the Zumzum Corporate Currency, if Salesforce Multi-Currency is not yet enabled.
    • The Opportunity trigger is updated to sync the Salesforce standard Currency ISO Code to the Zumzum Currency, when Salesforce Multi-Currency is enabled.
    • Sales Invoice Plans (Schedules Sales Invoices/Line Items/Batch Sales Invoice Jobs/Items) now support syncing the Salesforce Currency to the Zumzum Corporate Currency.  When a subscriber org has Salesforce Multi Currency Enabled, the Standard CurrencyIsoCode is added to the object.  A user with any currency on their user record, is able to create transactions with any Zumzum Currency and the record will be created so that the Standard CurrencyIsoCode is set to match the Zumzum Financials currency.  This is done when both Salesforce multi-currency and Zumzum Enabled Multi-Currency are enabled so that the records are created to match the Zumzum Corporate Currency.
    • Added support to the Expense Sheet for Lightning to better handle DML and Record Locked exception messages.
    • The Expense Sheet for Lightning buttons are disabled when clicked when adding Expense Sheet Details.
    • Bug Fix to the Expense Sheet for Lightning to resolve an issue that prevented the “Cancel” button being visible on a custom lookup field added to the Expense Sheet Detail field set.
    • The Install Application Data button on the Setup (Zumzum) page is updated to show a data is installed message after the process is completed.
    • Company Lightning Record Page – “Delete” button is only visible when the Company record is not “Corporate” or not “Active”.

    Zumzum Financials 1.493

    • Updated the Sales Invoice layout to improve field alignments for the header and sales invoice line item grid.
    • Updated the Purchase Invoice layout to improve field alignments for the header
    • Updated the Sales Order line items to only show Tax Rates that are active.
    •  Bug Fix to the Journal to avoid the message “avoid message “Leave site? Changes you made may not be saved.”‘ when selecting Post or Save and Post.

    Zumzum Financials 1.492

    • Bug Fix for the Revenue Recognition – the Sales Invoice custom currency rate is preserved correctly when creating Revenue Recognition Journal Ledger entries with Salesforce Lightning and Classic interfaces
    • Bug Fix for the Revenue Recognition – the Sales Invoice custom currency rate is preserved correctly when creating Revenue Recognition Journal Ledger entries with the Zumzum Sales Invoice API Service
    • Fixed a bug with to prevent an error when deleting a Sales Order line item in the Salesforce Lightning interface
    • Fixed a bug with the Sales Order to ensure that when Zumzum Multi-Currency is enabled, the Company Sub Total is calculated correctly.

    Zumzum Financials 1.491

    • Enhanced the Customer account trigger so that when the Standard Salesforce CurrencyISOCode is updated, the Zumzum Currency is set to match it. When a subscriber org has Salesforce Multi Currency Enabled, the Standard CurrencyIsoCode is added to the object.
    • Updated the Opportunity trigger, so that if Salesforce Multi-Currency is not enabled, the Zumzum Currency will default to the Zumzum Corporate Currency
    • Fixed a bug in the new Revenue Recognition feature of creating Revenue recognition Rec Transaction using the setting “Straight-line, by exact days”.  the bug fix ensure the “Company Total Gross” on on the Ledger records is saved correctly.
    • Purchase Order and Purchase Order Line Items now support syncing the Salesforce Currency to the Zumzum Corporate Currency.  When a subscriber org has Salesforce Multi Currency Enabled, the Standard CurrencyIsoCode is added to the object.  A user with any currency on their user record, is able to create transactions with any Zumzum Currency and the record will be created so that the Standard CurrencyIsoCode is set to match the Zumzum Financials currency.  This is done when both Salesforce multi-currency and Zumzum Enabled Multi-Currency are enabled so that the records are created to match the Zumzum Corporate Currency.
    • Purchase Requisitions now support syncing the Salesforce Currency to the Zumzum Corporate Currency.  When a subscriber org has Salesforce Multi Currency Enabled, the Standard CurrencyIsoCode is added to the object.  A user with any currency on their user record, is able to create transactions with any Zumzum Currency and the record will be created so that the Standard CurrencyIsoCode is set to match the Zumzum Financials currency.  This is done when both Salesforce multi-currency and Zumzum Enabled Multi-Currency are enabled so that the records are created to match the Zumzum Corporate Currency.
    • Bank Transfers now support syncing the Salesforce Currency to the Zumzum Corporate Currency.  When a subscriber org has Salesforce Multi Currency Enabled, the Standard CurrencyIsoCode is added to the object.  A user with any currency on their user record, is able to create transactions with any Zumzum Currency and the record will be created so that the Standard CurrencyIsoCode is set to match the Zumzum Financials currency.  This is done when both Salesforce multi-currency and Zumzum Enabled Multi-Currency are enabled so that the records are created to match the Zumzum Corporate Currency.
    • Journals now support syncing the Salesforce Currency to the Zumzum Corporate Currency.  When a subscriber org has Salesforce Multi Currency Enabled, the Standard CurrencyIsoCode is added to the object.  A user with any currency on their user record, is able to create transactions with any Zumzum Currency and the record will be created so that the Standard CurrencyIsoCode is set to match the Zumzum Financials currency.  This is done when both Salesforce multi-currency and Zumzum Enabled Multi-Currency are enabled so that the records are created to match the Zumzum Corporate Currency.
    • VAT Liabilities now support syncing the Salesforce Currency to the Zumzum Corporate Currency.  When a subscriber org has Salesforce Multi Currency Enabled, the Standard CurrencyIsoCode is added to the object.  A user with any currency on their user record, is able to create transactions with any Zumzum Currency and the record will be created so that the Standard CurrencyIsoCode is set to match the Zumzum Financials currency.  This is done when both Salesforce multi-currency and Zumzum Enabled Multi-Currency are enabled so that the records are created to match the Zumzum Corporate Currency.
    • VAT Payments now support syncing the Salesforce Currency to the Zumzum Corporate Currency.  When a subscriber org has Salesforce Multi Currency Enabled, the Standard CurrencyIsoCode is added to the object.  A user with any currency on their user record, is able to create transactions with any Zumzum Currency and the record will be created so that the Standard CurrencyIsoCode is set to match the Zumzum Financials currency.  This is done when both Salesforce multi-currency and Zumzum Enabled Multi-Currency are enabled so that the records are created to match the Zumzum Corporate Currency.

    Zumzum Financials 1.490

    • Purchase Invoice and Purchase Invoice line items now support syncing the Salesforce Currency to the Zumzum Corporate Currency.  When a subscriber org has Salesforce Multi Currency Enabled, the Standard CurrencyIsoCode is added to the object.  A user with any currency on their user record, is able to create transactions with any Zumzum Currency and the record will be created so that the Standard CurrencyIsoCode is set to match the Zumzum Financials currency.  This is done when both Salesforce multi-currency and Zumzum Enabled Multi-Currency are enabled so that the records are created to match the Zumzum Corporate Currency.
    • Sales Invoices and Sales Invoice line items now support syncing the Salesforce Currency to the Zumzum Corporate Currency.  When a subscriber org has Salesforce Multi Currency Enabled, the Standard CurrencyIsoCode is added to the object.  A user with any currency on their user record, is able to create transactions with any Zumzum Currency and the record will be created so that the Standard CurrencyIsoCode is set to match the Zumzum Financials currency.  This is done when both Salesforce multi-currency and Zumzum Enabled Multi-Currency are enabled so that the records are created to match the Zumzum Corporate Currency.
    • Expense Sheet and Expense Sheet Details now support syncing the Salesforce Currency to the Zumzum Corporate Currency.  When a subscriber org has Salesforce Multi Currency Enabled, the Standard CurrencyIsoCode is added to the object.  A user with any currency on their user record, is able to create transactions with any Zumzum Currency and the record will be created so that the Standard CurrencyIsoCode is set to match the Zumzum Financials currency.  This is done when both Salesforce multi-currency and Zumzum Enabled Multi-Currency are enabled so that the records are created to match the Zumzum Corporate Currency.
    • Bank Receipts now support syncing the Salesforce Currency to the Zumzum Corporate Currency.  When a subscriber org has Salesforce Multi Currency Enabled, the Standard CurrencyIsoCode is added to the object.  A user with any currency on their user record, is able to create transactions with any Zumzum Currency and the record will be created so that the Standard CurrencyIsoCode is set to match the Zumzum Financials currency.  This is done when both Salesforce multi-currency and Zumzum Enabled Multi-Currency are enabled so that the records are created to match the Zumzum Corporate Currency.
    • Bank Customer Receipts and Purchase Invoice line items now support syncing the Salesforce Currency to the Zumzum Corporate Currency.  When a subscriber org has Salesforce Multi Currency Enabled, the Standard CurrencyIsoCode is added to the object.  A user with any currency on their user record, is able to create transactions with any Zumzum Currency and the record will be created so that the Standard CurrencyIsoCode is set to match the Zumzum Financials currency.  This is done when both Salesforce multi-currency and Zumzum Enabled Multi-Currency are enabled so that the records are created to match the Zumzum Corporate Currency.
    • Allocating Pending Credits and Payments on Account to Invoices  now support syncing the Salesforce Currency to the Zumzum Corporate Currency.  When a subscriber org has Salesforce Multi Currency Enabled, the Standard CurrencyIsoCode is added to the object.  A user with any currency on their user record, is able to create transactions with any Zumzum Currency and the record will be created so that the Standard CurrencyIsoCode is set to match the Zumzum Financials currency.  This is done when both Salesforce multi-currency and Zumzum Enabled Multi-Currency are enabled so that the records are created to match the Zumzum Corporate Currency.
    • Bank Supplier Payments now support syncing the Salesforce Currency to the Zumzum Corporate Currency.  When a subscriber org has Salesforce Multi Currency Enabled, the Standard CurrencyIsoCode is added to the object.  A user with any currency on their user record, is able to create transactions with any Zumzum Currency and the record will be created so that the Standard CurrencyIsoCode is set to match the Zumzum Financials currency.  This is done when both Salesforce multi-currency and Zumzum Enabled Multi-Currency are enabled so that the records are created to match the Zumzum Corporate Currency.
    • Bank Supplier Refund now support syncing the Salesforce Currency to the Zumzum Corporate Currency.  When a subscriber org has Salesforce Multi Currency Enabled, the Standard CurrencyIsoCode is added to the object.  A user with any currency on their user record, is able to create transactions with any Zumzum Currency and the record will be created so that the Standard CurrencyIsoCode is set to match the Zumzum Financials currency.  This is done when both Salesforce multi-currency and Zumzum Enabled Multi-Currency are enabled so that the records are created to match the Zumzum Corporate Currency.
    • Bank Payments now support syncing the Salesforce Currency to the Zumzum Corporate Currency.  When a subscriber org has Salesforce Multi Currency Enabled, the Standard CurrencyIsoCode is added to the object.  A user with any currency on their user record, is able to create transactions with any Zumzum Currency and the record will be created so that the Standard CurrencyIsoCode is set to match the Zumzum Financials currency.  This is done when both Salesforce multi-currency and Zumzum Enabled Multi-Currency are enabled so that the records are created to match the Zumzum Corporate Currency.

    Zumzum Financials 1.489

    • Updated the VAT Return Lightning Record Page to show the Submit To HMRC”  quick action when the VAT Return status is Reconciled.
    • Added a dialogue to the MTD for VAT submission process so that when the user clicks “Submit To HMRC”  a screen is displayed with a disclaimer, which the user needs to select,  before submitting the VAT Return.
    • Bug fix: resolved the issue with VAT MTD Submit VAT Return process to prevent receiving the INTERNAL_SERVER_ERROR.
    • Added a new Connect quick action to the Company Lightning Record page to commence the “Authorise MTD For VAT” process.
    • Added a new disconnect quick action to the Company Lightning Record page to disabled the “MTD For VAT” connection.
    • Updated the Company Setup Lightning record page, quick actions and compact layout.
    • Added new tool tips to the Company Setup object fields.

    Zumzum Financials 1.488

    • Updated the security of the MTD for VAT API gateway to better enforce the user permissions when querying or creating VAT objects.
    • Added a new feature: Disable Account Number Is Enforced.  This setting will disable the method in the account trigger, which triggers a validation message to require an “Account Number” when the user selects an account type of Customer or Supplier
    • Applied an update to the edit Purchase Invoice page which correctly escapes the redirect URL after the user selects the Delete link next to the purchase invoice line item.
    • Applied an update to the Bank Payment page which correctly escapes the redirect URL after the user selects the Save or Save and New button.
    • Applied an update to the Bank Allocate Credit and Payment page which correctly escapes the redirect URL after the user selects the Save button.
    • Applied an update to the edit Bank Receipt page which correctly escapes the redirect URL after the user selects theSave or Save and New button.
    • Updated the Revenue Recognition Rules to calculate and create deferred revenue recognition transactions/journals for each period (month) based on the exact number of days. Create new revenue recognition rules with the setting “Straight-line, by exact days” and test in your sandbox.
    • Updated the new/edit Sales Order page header to better align the fields and show the selected details to the user.

    Zumzum Financials 1.487.8

    • Bug Fix: resolved an issue when editing an Expense Sheet, prevent the Visualforce page “Alert” being triggered incorrectly before saving an edit.

    Zumzum Financials 1.487.7

    • Purchase Invoice Page – Fixed a bug that ignored the “Settlement Due Days” of the supplier account when creating or editing a purchase invoice.  The Purchase Invoice “Due Date” is set by the Invoice Date plus the “Settlement Due Days” set on the Supplier Account.

    Zumzum Financials 1.487.6

    • Bank Payments Page (Classic) – Fixed a bug to avoid the “leave site with unsaved changes” message after clicking the Save or Save and New buttons.

    Zumzum Financials 1.487.5

    • Bank Customer Receipt Page – Fixed a bug to ensure Save button is disabled after user confirms in the dialog box after selecting the Save button.
    • Bank Supplier Payment Page – Fixed a bug to ensure Save button is disabled after user confirms in the dialog box after selecting the Save button.
    • Bank Receipt Page – Fixed a bug to ensure Save button is disabled after user confirms in the dialog box after selecting the Save button.
    • Bank Payments Page – Fixed a bug to ensure Save button is disabled after user confirms in the dialog box after selecting the Save button.
    • Bank Allocate Credits and Payment on Account Page – Fixed a bug to ensure Save button is disabled after user confirms in the dialog box after selecting the Save button.
    • Journals – Fixed a bug to ensure Save button is disabled after user confirms in the dialog box after selecting the Save and Post button.

    Zumzum Financials 1.487.4

      • Bug Fix: Bank Reconciliation Lightning Web Component updated for pageSize

    Zumzum Financials 1.487.3

      • Package Rebuild Only

    Zumzum Financials 1.487.2

      • Package Rebuild Only

    Zumzum Financials 1.487.1

      • Package Rebuild Only

    Zumzum Financials 1.487

      • Bank Customer Receipt Page – added the Zumzum Dialog Alert/Confirm functionality to replace the deprecated Javascript Alert/Confirm/Prompt API.
      • Bank Supplier Payment Page – added the Zumzum Dialog Alert/Confirm functionality to replace the deprecated Javascript Alert/Confirm/Prompt API.
      • Bank Receipt Page – added the Zumzum Dialog Alert/Confirm functionality to replace the deprecated Javascript Alert/Confirm/Prompt API.
      • Bank Payments Page – added the Zumzum Dialog Alert/Confirm functionality to replace the deprecated Javascript Alert/Confirm/Prompt API.
      • Bank Allocate Credits and Payment on Account Page – added the Zumzum Dialog Alert/Confirm functionality to replace the deprecated Javascript Alert/Confirm/Prompt API.
      • Expense Sheet – added the Zumzum Dialog Alert/Confirm functionality to replace the deprecated Javascript Alert/Confirm/Prompt API.
      • Expense Sheet (for Lightning) now supports access to Expense Sheets via the browser on iOS devices.
      • Balance Sheet Report Page – added the Zumzum Dialog Alert/Confirm functionality to replace the deprecated Javascript Alert/Confirm/Prompt API.
      • Journals – added the Zumzum Dialog Alert/Confirm functionality to replace the deprecated Javascript Alert/Confirm/Prompt API.
      • Purchase Invoice Page – added new buttons to replace the links to functions on the line items and added layout improvements.
      • Purchase Orders Page – added the Zumzum Dialog Alert/Confirm functionality to replace the deprecated Javascript Alert/Confirm/Prompt API.
      • Purchase Requisitions Page – added the Zumzum Dialog Alert/Confirm functionality to replace the deprecated Javascript Alert/Confirm/Prompt API.
      • Sales Invoices Page – added the Zumzum Dialog Alert/Confirm functionality to replace the deprecated Javascript Alert/Confirm/Prompt API.
      • Sales Invoices Page – added new buttons to replace the links to functions on the line items and added layout improvements.
      • Sales Orders Page – added the Zumzum Dialog Alert/Confirm functionality to replace the deprecated Javascript Alert/Confirm/Prompt API.
      • Sales Orders – added new buttons to replace the links to functions on the line items and added layout improvements.
      • Time Sheets Page added the Zumzum Dialog Alert/Confirm functionality to replace the deprecated Javascript Alert/Confirm/Prompt API.
      • VAT Making Tax Digital (MTDforVAT) API call improvements to the fraud prevention headers.
      • Bug Fix: VAT MTD (Submit/Refresh) action caused error in VAT API Log “INVALID_CREDENTIALS Invalid Authentication information provided”.
      • VAT Making Tax Digital (MTDforVAT) API call improvements to the fraud prevention headers.
      • VAT MTD User interface updated to include the new Salesforce base components for LigtningConfirm and LigtningAlert, to replace the deprecated Javascript confirm/alert API.

    Zumzum Financials 1.486.7

      • Customer / Supplier Accounts – added a new feature to automatically update the Zumzum Currency when the user selects the standard Salesforce currency field.

    Zumzum Financials 1.486.6

      • Sales Orders – optimised the create and edit of Sales Orders to support more than 20 sales order line items.

    Zumzum Financials 1.486.5

    Zumzum Financials 1.486.4

      • Bug Fix: Reverted Expense Sheet button settings to standard Visualforce

    Zumzum Financials 1.486.3

      • Bug Fix: Resolved an issue with the Bank Reconciliation Custom Metadata Setting for Bank Reconciliation Data Grid Rows when sorting columns with the setting enabled.

    Zumzum Financials 1.486.2

      • Bug Fix: Resolved an issue with the Expense Sheet to correctly handle a default system-generated error message.
      • Bug Fix: Resolve an issue to correctly display the Save and Add Expense button in the Expense Sheet lightning web component when viewed from a browser on a mobile device.

    Zumzum Financials 1.486

      • Updated the “Install Application Data” process to install the Currency Custom Settings with support for AED currency
      • Updated the “Install Application Data” process to install all Tax Rates as active
      • Added a new Expense Sheet User permission set
      • Added a new Expense Sheet User Delete permission set
      • Added a new Expense Sheet Convert To PI permission set
      • Updated the Bank Transfer page to ensure all buttons are frozen until the transaction is completed
      • Added a new feature to the Bank Reconciliation screen to select all rows on the page or all rows on all pages to make reconciling transactions faster.
      • Added a new Bank Reconciliation  Custom Metadata Type to configure the number or rows displayed in the user interface.  Set the Bank Reconciliation Data Grid rows to display upto 999 rows.

    Zumzum Financials 1.485

      • Resolved a bug with the Expense Sheet for Lighting to handle exception messages correctly.

    Zumzum Financials 1.484

      • Added new Expense Settings Custom Metadata Type settings to allow the administrator to disable buttons visible in Expense Sheet for Lightning interface.  The settings apply to the following fields:
        • Hide Save and Add Expense Button
        • Hide Save and New Button
        • Hide Save Button
      • Added a field fitler to the Tax Rate on the Expense Sheet Detail object to only show Tax Rates where “Active” is ticked.

    Zumzum Financials 1.483

    • New: Bank Supplier Refund API is launched for posting Bank Supplier Refund transactions programmatically.
    • Added a new feature to the Expense Sheet for Lightning to enabled the use of a “Reimbursement Currency” for currency conversion calculations on the Expense Sheet Detail.
    • Added the ability to convert an Expense Sheet for Lightning to a Purchase Invoice using the  “Reimbursement Currency”
    • Added a new Expense Settings Custom Metadata Type to enable or disable using Reimbursement currency values for converting Expense Sheet for Lightning to Purchase Invoices.
    • Update: Account Settings Custom Metadata Type description, help text and page layouts.
    • General Ledger: Standardise the posting of Bank Supplier Refunds to use the provided Tax Rate for both Cash and Accrual VAT Schemes

    Zumzum Financials 1.482

    • Fixed a bug with the Expense Sheet for Lightning when used in an Experience Cloud site so that the Expense Sheet Detail data is loaded correctly.
    • Added new fields to the Expense Sheet Detail object to store Reimbursement data
    • Updated the layout of the Add Expense for Expense Sheets for Lightning.
    • Fixed a bug with the Authorise MTD for VAT HMRC API – Fetch Obligations process no longer returns an Internal Server Error.
    • Updated the mobile interface of the Expense Sheet for Lightning Add Expense action, to position the Cancel and save links at the top.
    • Updated the Zumzum Financials Administrator permission set to grant full edit access of all new Expense Sheet and Expense Sheet Detail fields.
    • Updated the Expense Sheet Layout for Classic with new sections and fields.
    • Updated the Expense Sheet Detail Layout for Classic with new sections and fields.
    • Added support for Enhanced Domains to the Delete Expense Sheet Visualforce page.
    • Added support for Enhanced Domains to the View Expense Sheet PDF Visualforce page.
    • Added support for Enhanced Domains to the View Purchase Invoice PDF Sheet Visualforce page.
    • Added support for Enhanced Domains to the View Purchase Order PDF Sheet Visualforce page.
    • Added support for Enhanced Domains to the View Sales Invoice PDF Sheet Visualforce page.
    • Added support for Enhanced Domains to the VAT Transfer Visualforce page.
    • Added support for Enhanced Domains to the View Sales Order PDF Visualforce page.
    • Added support for Enhanced Domains to the View Time Sheet PDF Visualforce page.
    • Added support for Enhanced Domains to the VAT Gateway authorisation page.
    • Added new Reimbursement fields for the Expense Sheet Detail in Lightning.
    • Added a feature to the Expense Sheet for Lightning to process supplier reimbursements in supplier currencies.
    • Added new Approve fields for Expense Sheet Detail in Lightning.
    • Added new Billing fields for Expense Sheet Detail in Lightning.
    • Added a new Custom Metadata Type to enable the feature to use Expense Sheet Detail Reimbursement fields when converting Expense Sheets to Purchase Invoices.
    • Fixed an error in the label Purchase Credit Line Items in the new and edit Purchase Credit pages.
    • Deleted the obsolete file OrganisationLogo.jpeg from the Zumzum Financials installation package.
    • The VAT MTD API calls now include the fraud prevention headers “Gov-Client-Screens”
    • The VAT MTD API calls now include the fraud prevention header”Gov-Client-Timezone”
    • The VAT MTD API calls now include the fraud prevention header “Gov-Client-Public-IP-Timestamp”
    • Added new Billable Net/VAT/Gross fields to the Expense Sheet
    • Added new Billable Net/VAT/Gross fields to the Expense Sheet Detail
    • Added new Non Billable Net/VAT/Gross fields to the Expense Sheet
    • Added new Non BillableNet/VAT/Gross  fields to the Expense Sheet Detail
    • Added new Sales Invoice Net/VAT/Gross fields to the Expense Sheet
    • Added new Sales Invoice Net/VAT/Gross fields to the Expense Sheet Detail
    • Added new Reimbursement Net/VAT/Gross fields to the Expense Sheet
    • Added new Reimbursement Net/VAT/Gross fields to the Expense Sheet Detail

    Zumzum Financials 1.481.2

    • Bug Fix:  Resolved an issue to prevent duplicate Purchase Invoice numbers being issued.

    Zumzum Financials 1.481.1

    • Bug Fix:  Resolved an issue with the Bank Reconciliation screen to ensure the user interface loads correctly.

    Zumzum Financials 1.481

    • Fixed an issue with the Expense Sheet Detail Lightning web component to ensure the “Popup” error component should be fixed to the size of the components, where the error icon is displayed and display inside the current Lightning web component.
    • Added a validation rule to prevent the user editing an Expense Sheet Status if the Expense Sheet Status is Approved.
    • Added a new custom permission to the Zumzum Financials Administrator permission set to allow edit of Approved expense sheets.  The custom permission is called “Edit Approved Expense Sheets”.
    • Updated the Add Expense Lightning Web Component for mobile Expense Sheets so that it is fully responsive.
    • Updated the New Expense Sheet Detail Lightning Web Component for mobile Expense Sheets so that it is fully responsive.
    • Added a new Mobile App Quick Action for “Add Expense (external)” on the Expense Sheet for mobile and Experience Cloud.
    • Improved the handling of error message from custom validation rules for the Expense Sheet Detail Lightning Web Component.
    • Fixed a bug with the Lighting Expense Sheet “Save” button to prevent creating Expense Sheets with duplicated claim numbers.
    • Fixed a bug with the Lighting Expense Sheet “Save & New” button to prevent an error (unhandled message in LWC).
    • Fixed a bug with the Lighting Expense Sheet “Save and Add Expense” button to prevent an error (Can Not set Properties of Undefined).
    • Fixed a bug with the Expense Sheet Detail to prevent an error occurring when clicking New in an Experience Cloud/Community sites tab (recently viewed).
    • Fixed a bug with creating a New Purchase Invoice in the Web Interface, when the due date falls in February.
    • Fixed a bug with the creation of a Purchase Invoice from a list view, set the same Purchase Invoice Settlement Due Days as when creating from an Account.
    • Added a feature to the Expense Sheet Lightning Web Component to disable buttons after a button click.
    • Added all new Zumzum Apex Classes to the – Zumzum Financials Administrator Permission set.
    • Improved the display of error messages in the Expense Sheet Detail Lightning Web Component.
    • Updated the Expense Sheet Lightning Record Page visibility of the  “Add_Expense_External” quick action to be visible to “Mobile” only.
    • Fixed a bug with the edit button on “Expense Sheet Detail‘ in the lightning web interface to load existing data correctly.

    Zumzum Financials 1.480.2

    • Optimised a query in the Purchase Invoice Model, to ensure Purchase Invoices are created with a unique PI Number, via the web interface
    • Optimised a query in the Purchase Invoice API Service, to ensure Purchase Invoices are created with a unique PI Number when using custom Apex classes.

    Zumzum Financials 1.480.1

    Zumzum Financials 1.480

    • Added a trigger to the Expense Sheet to prevent deletion, when the Expense Sheet Status field is set to Approved.
    • Added a trigger to the Expense Sheet Detail, to prevent deletion, when the Expense Sheet Detail Status field is set to Approved.
    • Improved the user interface of the Expense Sheet for Lightning, when used in a in an Experience Cloud site/community.
    • Added a new Lightning Component Action to the Expense Sheet  in an Experience Cloud Site/Community
    • Fixed a UI bug with the Expense Sheet  in an Experience Cloud Site/Community, that avoids displaying a backdrop.
    • Fixed a bug with the Save and Add Expense Quick Action on the Expense Sheet  in an Experience Cloud Site/Community.

    Zumzum Financials 1.479.1

    Zumzum Financials 1.479

    • Add a capability to the Unallocate Payment to process correctly, even if the Purchase Invoice is VAT Reconciled or the Bank Payment is Bank Reconciled.
    • Resolved an issue with the Expense Sheet LWC to avoid creating Expense Sheets with a duplicate Claim Number.

    Zumzum Financials 1.478

    • Updated the Zumzum Cloud Icon on all Lightning Web Components
    • Updated the Add Expense LWC to better support Salesforce Experience Cloud Sites.
    • Updated the Add/Edit Expense Sheet Details LWC to better support Salesforce Experience Cloud Sited

    Zumzum Financials 1.477

    • Added the null check to each of the nodes in the Sales Order Alerts process builder.

    Zumzum Financials 1.476

    • Added a new popup to the Expense Sheet LWC to display errors in a persistent manner to the user rather than the notification banner.
    • Added a feature to only activate the Save button on the Expense Sheet LWC when the Expense Sheet LWC field sets have fully loaded.
    • Added a new Save and Add Expense button on the Expense Sheet LWC.

    Zumzum Financials 1.475

    • Deprecated the feature Sales By Contact Visualforce gadget.

    Zumzum Financials 1.474

    • Deprecated the feature for Nominal Budget Recording.
    • Deprecated the feature for Supplier Opening Balances, Supplier balances to be generated by migrating Purchase Invoices.
    • Deprecated the feature for Opening Balances, Nominal Account balances to be generated by importing a Journal.
    • Deprecated the feature for Recurring Invoices, repeating Sales Invoice should be created with flows and apex code
    • Fix a bug with the Expense Sheet Detail LWC to correctly save the Unit Amount and Company Unit Amount values.
    • Added a new Expense Sheet Detail validation rule to enforce the entry of a Narrative value.
    • Fixed a bug that displayed an incorrect popup on the Add Expense LWC which displayed a message to require greater than 0.00 “Amount”.
    • Changed the setting on the Claim Number field to be required in the Expense Sheet LWC field set.
    • Added criteria to the Expense Sheet  Add Expense quick action to only display if the expense sheet status is Draft or Rejected.
    • Added criteria to the Expense Sheet Convert To Invoice quick action to only display if the expense sheet status is Approved
    • Added criteria to the Expense Sheet  Detail Edit quick action  to only display if the expense sheet status is draft or Rejected.
    • Updated the Expense Sheet Search Layouts

    Zumzum Financials 1.473.1

    • Reverted a change which set the Expense Sheet Detail field Nominal Account as required.

    Zumzum Financials 1.473

    • Beta: launched a new Expense Sheet For Lightning which contains:
      • Lightning interface for creating and editing Expense Sheets
      • Add Expense quick action to easily add new Expense Sheet Details to an Expense Sheet
      • A new lightning interface to add and edit Expense Sheet Details
      • A new field set “Expense Sheet LWC” to configure fields in the user interface.
      • A new field set “Expense Sheet Detail LWC” to configure fields in the user interface.
      • Added new Multi Currency and Multi Company fields to the Expense Sheet object.
      • Added new Multi Currency and Multi Company fields to the Expense Sheet object.
      • A Salesforce administrator will need to configure your Expense Sheet Details
      • To preview the new Expense Sheets for Lightning.
    • Labelled the Approve Expense Sheet Visualforce Page as ZZDeprecated
    • Labelled the custom button Approve / Reject as ZZDeprecated
    • Labelled the custom button Post as ZZDeprecated
    • The Expense Sheet Detail field  “Nominal Account” as required
    • Updated the All list view on the Expense Sheet
    • Updated the Expense Sheet page layout
    • Updated the Expense Sheet Detail Page Layout
    • Added a new Lightning Record Page for the Expense Sheet Detail
    • Added new Approver, Approved and Approver Email fields on the Expense Sheet.
    • Added new Approver, Approved and Approver Email fields on the Expense Sheet Detail object.
    • Update the Expense Sheet Detail Status field values.

    Zumzum Financials 1.472

    • Resolved a bug with the VAT Reconcile screen to ensure when “Multi-Company” is enabled and a second company is added, the VAT Reconciliation is completed  correctly.
    • Further improvements to the Post Journal API to reduce record locking errors.
    • Improvements to the New/Edit Journal web interface to  create ledger entries using the Journal API service when selecting Save and Post.
    • Deprecated an internal control of Cash Method for VAT purposes with the new/edit Journal web interface. All journal ledger entries are created the same regardless of VAT method in use.
    • Updated the Bank Allocate Credits and Payment API with the  INHERITED SHARING annotation, to provide developer more control on how to apply sharing.
    • Updated the Batch Bank Allocate Credits And Payments class to the WITHOUT SHARING annotation.
    • Removed the validation in the Bank Allocate Credits And Payments API Service to check if the user has update access on the Sales Invoice Paid Amount and Paid Field.
    • Labelled the Nominal Budget Object  as “ZZDeprecated – DO NOT USE” to prepare for the future deprecation of this feature/
    • Improvements to the Sales Invoice API  to reduce record locking errors.
    • Fixed a bug with the new Expense Sheet web interface, to ensure the line item quantity value is saved with the correct decimal places. This ensures the line items quantity, Total Net and Total Gross calculations are saved and retrieved correctly from the database.
    • Fixed a bug with the edit Expense Sheet web interface, to ensure the line item quantity value is saved with the correct decimal places. This ensures the line items quantity, Total Net and Total Gross calculations are saved and retrieved correctly from the database.
    • Added the default value of “Item Name” to the  wew Expense Sheet line items  Narrative field to be consistent with the edit Expense Sheet web interface experience.
    • Fixed a bug with the edit Purchase Invoice to ensure the custom field values of fields included in the Purchase Invoice Line Item field set are saved and retrieved from the database correctly.
    • Fixed a bug with the edit Purchase Invoice web interface, to ensure the N/C field width is consistent with the new Purchase Invoice page.
    • Updated the formula of the Total Balance field on the Nominal Account object to use the Nominal Category Type to calculate the Total Balances. This provides better support for custom Nominal Category names.

    Zumzum Financials 1.471.5

    • Resolved an issue with the Ledger Trigger Handler class to prevent a data skew error.

    Zumzum Financials 1.471.4

    • Changed the Journal API sharing annotation to “Inherited Sharing” to respect the sharing model from the class this service is called from.

    Zumzum Financials 1.471.3

    • Optimised the Bank Allocate Credits And Payments API to reduce the number of SOQL queries.
    • Optimised the Ledger class for better performance
    • Optimised the Journal API to reduce the number of SOQL queries consumed.
    • Performance improvements to the Sales Invoice Trigger handler
    • Improvements to the internal Functions and API Utility classes.

    Zumzum Financials 1.471.2

    • Changed the Sales Invoice API to set the default Sales Invoice Template for only when creating a new Sales Invoice to help with reducing SOQL queries.

    Zumzum Financials 1.471.1

    Zumzum Financials 1.471

    • Bug fix to the Expense Sheet to ensure the custom lookup field added to field sets is displayed corrected when creating or editing an expense sheet. :
    • Bug fix to the Expense Sheet  to ensure the delete line item functions correctly when creating or editing and Expense sheet.
    • Deprecated the feature in the Sales Invoice Trigger Handler to set the default value for the Paid field when inserting a new Sales Invoice.
    • Deprecated the feature in the Sales Invoice Trigger Handler to set the default value for the Foreign Amount Paid, Company Amount Paid and Amount Paid Fields.
    • Updated the Foreign Amount Paid, Company Amount Paid and Amount Paid Fields on the Sales Invoice to set the default value as 0.00.
    • Migrated the Journal trigger to a trigger handler framework to better control the execution.
    • Update the Journal Visualforce page to utilise the Journal Service API when manually posting a journal, which will produce better performance.
    • Improved the Journal trigger and trigger handler framework to better handle the creation of ledger records when setting the journal status to “Approved” in a list view.
    • Improved the Revenue Recognition process to better handle the posting of Journal records related Revenue Recognition Transactions, to minimise the recursion of the Journal Trigger.
    • Added the new Journal Trigger Handler framework classes to the Zumzum Financials Admin permission set.
    • Fields are now set to a default value of 0.00 on the Sales Invoice fields.

    Zumzum Financials 1.470

    • Remove required and delete constraint from Company Base Currency and Corporate Company on the Company Object.

    Zumzum Financials 1.469

    Zumzum Financials 1.468

    Zumzum Financials 1.467

    • The custom field option Restricted Delete for Transaction Currency on object Ledger Payment History has changed from on to off
    • The custom field option Restricted Delete for Sales Invoice Line Item on object Ledger Payment History has changed from on to off
    • The custom field option Restricted Delete for Sales Invoice on object Ledger Payment History has changed from on to off
    • The custom field option Restricted Delete for Sales Credit Line Item on object Ledger Payment History has changed from on to off
    • The custom field option Restricted Delete for Sales Credit on object Ledger Payment History has changed from on to off
    • The custom field option Restricted Delete for Purchase Invoice Line Item on object Ledger Payment History has changed from on to off
    • The custom field option Restricted Delete for Purchase Invoice on object Ledger Payment History has changed from on to off
    • The custom field option Restricted Delete for Corporate Currency on object Ledger Payment History has changed from on to off
    • The custom field option Restricted Delete for Company Currency on object Ledger Payment History has changed from on to off
    • The custom field option Restricted Delete for Bank Payment on object Ledger Payment History has changed from on to off
    • The custom field option Restricted Delete for Company on object Ledger Payment History has changed from on to off
    • The custom field option Restricted Delete for Corporate Company on object Company Setup has changed from on to off
    • The custom field option Restricted Delete for Corporate Base Currency on object Company Setup has changed from on to off
    • The custom field option Restricted Delete for Sales Invoice on object Batch Sales Invoice Job Items has changed from on to off
    • The custom field option Restricted Delete for Transaction Currency on object Batch Bank Payments has changed from on to off
    • The custom field option Restricted Delete for Corporate Currency on object Batch Bank Payments has changed from on to off
    • The custom field option Restricted Delete for Company Currency on object Batch Bank Payments has changed from on to off
    • The custom field option Restricted Delete for Company on object Batch Bank Payments has changed from on to off
    • The custom field option Restricted Delete for Customer on object Bank Receipts has changed from on to off
    • The custom field option Restricted Delete for Dimension 6 on object Bank Receipt Line Items has changed from on to off
    • The custom field option Restricted Delete for Dimension 5 on object Bank Receipt Line Items has changed from on to off
    • The custom field option Restricted Delete for Dimension 4 on object Bank Receipt Line Items has changed from on to off
    • The custom field option Restricted Delete for Dimension 3 on object Bank Receipt Line Items has changed from on to off
    • The custom field option Restricted Delete for Dimension 2 on object Bank Receipt Line Items has changed from on to off
    • The custom field option Restricted Delete for Dimension 1 on object Bank Receipt Line Items has changed from on to off
    • The custom field option Restricted Delete for Dimension 1 on object Bank Payment Line Items has changed from on to off
    • The custom field option Restricted Delete for Corporate Currency on object Bank Payment Line Items has changed from on to off
    • The custom field option Restricted Delete for Company Currency on object Bank Payment Line Items has changed from on to off
    • The custom field option Restricted Delete for Transaction Currency on object Bank Payments has changed from on to off
    • The custom field option Restricted Delete for Supplier on object Bank Payments has changed from on to off
    • The custom field option Restricted Delete for Corporate Currency on object Bank Payments has changed from on to off
    • The custom field option Restricted Delete for Company Currency on object Bank Payments has changed from on to off
    • The custom field option Restricted Delete for Company on object Purchase Invoices has changed from on to off
    • The custom field option Restricted Delete for Company on object Purchase Invoice Line Items has changed from on to off
    • The custom field option Restricted Delete for Company on object Bank Accounts has changed from on to off
    • The custom field option Restricted Delete for Currency on object Bank Accounts has changed from on to off

    Zumzum Financials 1.466

    • The custom field option Restricted Delete for Opportunity on object Sales Invoice Line Items has changed from on to off
    • The custom field option Restricted Delete for Nominal Account on object Sales Invoice Line Items has changed from on to off
    • The custom field option Restricted Delete for Scheduled Sales Invoice on object Sales Invoices has changed from on to off
    • The custom field option Restricted Delete for Opportunity on object Sales Invoices has changed from on to off
    • The custom field option Restricted Delete for Customer Account on object Sales Invoices has changed from on to off
    • The custom field option Restricted Delete for Transaction Currency on object Revenue Recognition Transactions has changed from on to off
    • The custom field option Restricted Delete for Sales Invoice Line Item on object Revenue Recognition Transactions has changed from on to off
    • The custom field option Restricted Delete for Nominal Account on object Revenue Recognition Transactions has changed from on to off
    • The custom field option Restricted Delete for Journal on object Revenue Recognition Transactions has changed from on to off
    • The custom field option Restricted Delete for Corporate Currency on object Revenue Recognition Transactions has changed from on to off
    • The custom field option Restricted Delete for Company Currency on object Revenue Recognition Transactions has changed from on to off
    • The custom field option Restricted Delete for Company on object Revenue Recognition Transactions has changed from on to off
    • The custom field option Restricted Delete for Sales Invoice on object Revenue Recognition Schedules has changed from on to off
    • The custom field option Restricted Delete for Company on object Revenue Recognition Schedules has changed from on to off
    • The custom field option Restricted Delete for Tax Code Link on object Ledger has changed from on to off
    • The custom field option Restricted Delete for Sales Invoice Line Item on object Ledger has changed from on to off
    • The custom field option Restricted Delete for Sales Invoice on object Ledger has changed from on to off
    • The custom field option Restricted Delete for Purchase Invoice Line Item on object Ledger has changed from on to off
    • The custom field option Restricted Delete for Purchase Invoice on object Ledger has changed from on to off
    • The custom field option Restricted Delete for Journal Line Item on object Ledger has changed from on to off
    • The custom field option Restricted Delete for Journal on object Ledger has changed from on to off
    • The custom field option Restricted Delete for Corporate Currency on object Ledger has changed from on to off
    • The custom field option Restricted Delete for Company Currency on object Ledger has changed from on to off
    • The custom field option Restricted Delete for Bank Receipt Line Item on object Ledger has changed from on to off
    • The custom field option Restricted Delete for Bank Payment Line Item on object Ledger has changed from on to off
    • The custom field option Restricted Delete for Transaction Currency on object Journal Line Items has changed from on to off
    • The custom field option Restricted Delete for Corporate Currency on object Journal Line Items has changed from on to off
    • The custom field option Restricted Delete for Company Currency on object Journal Line Items has changed from on to off
    • The custom field option Restricted Delete for Company on object Journal Line Items has changed from on to off
    • The custom field option Restricted Delete for Currency has changed from on to off
    • The custom field option Restricted Delete for Billing Contact has changed from on to off

    Zumzum Financials 1.465

    • Fix a bug with the View Delivery Note button on Sales Orders, so custom Visualforce layouts are rendered as a PDF correctly.

    Zumzum Financials 1.464

    • Improved the Sales Invoice Trigger Handler apex class to better handle multiple request to start the rollup summary of Accounts and avoid a record locking error.

    Zumzum Financials 1.463

    • Added a new “Sales Invoices Edit Posted” Permission Set so that the assigned user is able to edit the Sales Invoice Number, when the sales invoice is posted.
    • The Ledger Trigger has been upgraded to utilise a trigger handler framework for better performance.
    • The Zumzum Financials Lightning Apps have been update to use the new Zumzum Logo.
    • The Zumzum Financials tabs have been updated to display the new  Zumzum Financials cloud icon
    • Updated the new and edit Sales Invoice pages to display the new  Zumzum Financials cloud icon.
    • Updated the new and edit Purchase Invoice pages to display the new  Zumzum Financials cloud icon.
    • Updated the Automatic On Hold On, Action Enforce On Hold Off and Enforce On Hold On Account page quick actions to display the new  Zumzum Financials cloud icon.
    • Updates Zumzum Financials logo on Zumzum Financials Getting Started (Zumzum) page.
    • Updated the Zumzum Logo on in the Authorise MTD For VAT page.
    • Added Revenue Recognition Rule, Revenue Recognition start Date and Revenue Recognition End Date field to the Sales Invoice Line Item Field Sets.Fix a bug in the Expense Sheet Detail Field Set to include “Total Net, Total VAT and Total Gross” as required in the field set.
    • Fix a bug in the Expense Sheet Detail Field Set to include Total Net, Total VAT and Total Gross as required in the field set.
    • Update the Sales Invoice Compact Layout for the highlights panel to display the Transaction Currency, Foreign Total Gross, Foreign Amount Paid and Foreign Unpaid Amount fields.
    • Update the Purchase Invoice Compact Layout for the highlights panel to display the Transaction Currency, Foreign Total Gross, Foreign Amount Paid and Foreign Unpaid Amount fields.
    • Added a new lightning record page for the Revenue Recognition Rule Settings object with updated page layouts and related lists.

    Zumzum Financials 1.462.1

    • Resolved a bug with the Unallocate Payment quick action on Bank Payments
    • Improved support in the VAT Return for large data volumes when completing the calculate and reconcile processes.

    Zumzum Financials 1.462

    • A new Post quick action has been added to the Bank Transfer lightning record page.  This allows you to post a draft bank transfer created by the Bank Transfer API.  This is a dynamic action so will only appear on the lighting record page if the bank transfer status is draft of approved.
    • A new validation rule has been added to the Bank Transfer object to lock the record from being edited, once the status is changed to posted.
    • Added a new custom permission “Purchase Invoice Quick Action To Post” to the Zumzum Purchase Invoice Post User Permission set to only display the Post Invoice quick action if the user is assigned the permission.
    • Updated the Zumzum Financials Administrator permission set to include the custom permission “Purchase Invoice Quick Action To Post” .
    • The Bank Customer Receipt via the web user interface changed to use  the Sales Invoice ID rather than the Doc ID of the SI Line Ledger to update the Paid Amount
    • Fixed a bug with the rollup summary of a Sales Invoice to ensure Total Paid Amounts are calculated using the SI Number.
    • Added a new Sales Invoice Validation Rule to the Sales Invoice object to prevent the SI Number being changed, once the invoice is posted.
    • Changed the sharing of the Sale Invoice Trigger Handler class to WITHOUT SHARING to resolve a bug with correctly performing the rollup summary of Total Paid Amount the Sales Invoice.
    • Improved the user interface message when creating and editing Journal entries in the web interface.
    • Fixed a bug with the Bank Allocate Credits & Payments web user interface to allocate supplier payments and credits with the Purchase Invoice ID.
    • Fixed a bug with the Bank Allocate Credits & Payments web user interface to allocate customer receipts and credits with the Sales Invoice ID.
    • Fixed a bug with the Unpost Journal feature, to prevent unposting of a journal, dated prior to the Account Lock Date.

    Zumzum Financials 1.461

    • Internal system tools updates only.

    Zumzum Financials 1.460

    • Fix a bug with the Bank Reconcile web user interface to avoid the too many SOQL queries error when retrieving the Bank Balance.

    Zumzum Financials 1.459

    • Added a new  Lightning Report for Accounts Receivable
    • Added a new  Lightning Report for Accounts Payable
    • Fixed a bug with the Calc Net Button on the Purchase Order new/edit pages.
    • Added a spinner to the Mass Post Sales Invoices  Post button to ensure a user is only able to click once.
    • Fixed a bug on the VAT Return which crashed the VAT Reconcile process when the Email Deliverability is set as no Access/System Emails only.
    • Added a new PostInvoices method to the Sales Invoice API  to post invoices in synchronous mode

    Zumzum Financials 1.458

    • Deleted a duplicate “Box 5 – UK Standard VAT Accounting” that is not used on the VAT Dashboard.
    • Fixed a security vulnerability in the generate Expense Sheet PDF View Visualforce page.
    • Deprecated and removed the redundant AutoCompleteTest Visualforce page (for internal use only).
    • Deprecated and removed the public Visualforce component AutoComplete. This component was only ever used on the redundant AutoCompleteTest Visualforce page (for internal use only).

    Zumzum Financials 1.457.2

    • Deprecated and removed the redundant AutoCompleteTest Visualforce page (for internal use only).

    Zumzum Financials 1.457.1

    • Deprecated and removed the public Visualforce component AutoComplete. This component was only ever used on the redundant AutoCompleteTest Visualforce page (for internal use only).

    Zumzum Financials 1.457

    Zumzum Financials 1.456.2

    • Bug fix to the Lightning Web Component (LWC) to resolve the issue of the   Bank Reconciliation record being recalculated when selecting “Reconcile”.

    Zumzum Financials 1.456.1

    Zumzum Financials 1.456

    • Resolved a bug with editing a VAT Return, with “Including Late Returns” selected caused an error.
    • Added a new field to the Ledger object for use with Salesforce Lightning reports, called “Report_Account_Has_Open_Balance”.
    • Added a new report in the Zumzum Financials Report Folder: Control Chasing Report.
    • Added a new report in the  Zumzum Financials Report Folder: Profit and Loss Report By Company.
    • Added a new report in the Zumzum Financials Report Folder: Profit and Loss Report By Company By Period.
    • Bug fix to correctly create Journal line items with Dimensions from  Revenue Recognition transactions related to Sales Invoices.

    Zumzum Financials 1.455.5

    • Bug fix to the Lightning Web Component (LWC) to resolve the issue of the   Bank Reconciliation record being recalculated when selecting “Reconcile”.

    Zumzum Financials 1.455.4

    Zumzum Financials 1.455.3

    • Bug fix to correctly create ledger records with Dimensions, from  Journal line items created from  Revenue Recognition transactions related to Sales Invoices.

    Zumzum Financials 1.455.2

    • Bug fix to resolve a SOQL query limit on edit of the VAT Return where the org has a large data volume.

    Zumzum Financials 1.455.1

    • Bug fix to correctly create Journal line items with Dimensions from  Revenue Recognition transactions related to Sales Invoices.

    Zumzum Financials 1.455

    Zumzum Financials 1.454

    • Updated the Aged Payables Report on the Financial Reports tab with a new title of Aged Payables Aging Report.
    • Improved the error handling and user interface when a user attempts to edit ledger records.
    • Added better handling of large data volumes for the Aged Payables Report on the Financial Reports tab.
    • Bug fix to correctly post Journals when selecting the Post button on the view Journal page.

    Zumzum Financials 1.453

    • Updated the label of the Aged Receivables Report on the Financial Reports tab to  “Aged Receivables Aging Report”.

    Zumzum Financials 1.452.5

    Zumzum Financials 1.452.4

    • Bug fix to prevent a user clicking the Save button on the Bank Reconciliation screen once it’s already clicked.

    Zumzum Financials 1.452.3

    • Bug fix to prevent a user clicking the Reconcile button on the Bank Reconciliation screen once it’s already clicked.

    Zumzum Financials 1.452.2

    Zumzum Financials 1.452.1

    Zumzum Financials 1.452

    • New Feature: Enable Mass Posting of Sales Invoices from a Salesforce list view.
    • The Bank Reconcile screen now supports sorting transactions by Date and Transaction Type.
    • Added a new Sales Invoice Validation Rule to prevent the creation of a new Sales Invoice when the account is On Hold.
    • Updated the Zumzum Financials Account Page Layout with reorganised sections, fields and related lists.
    • Account Billing Contact field – updated related list name to “Account Billing Contact” A user is no longer able to delete a Contact record if the contact is in the Account Billing Contact field.
    • Updated the Bank Receipt Page Layout with reorganised sections, fields and related lists.
    • Created a new Bank Receipt lightning record page.
    • Updated the Control Account Control Accounts Page Layout with reorganised sections, fields and related lists.
    • Updated the Journal Page Layout with reorganised sections, fields and related lists.
    • Updated the Journal Line Item Page Layout with reorganised sections, fields and related lists.
    • Updated the Sales Order Page Layout with reorganised sections, fields and related lists.
    • Updated the Sales Order Line Item Page Layout with reorganised sections, fields and related lists.
    • Updated the Sales Invoice Page Layout with reorganised sections, fields and related lists.
    • Updated the Sales Invoice Line Item Page Layout with reorganised sections, fields and related lists.
    • Updated Zumzum Financials Contact Layout – updated layout fields, sections and related lists.
    • Deprecated Control Account custom field label Nominal Account.
    • Deprecated the Sales Invoice  field Purchasing Contact.
    • Added new rollup summary functions for Total Debit and Total Credit fields and added to the Journal page layout.
    • Created a new Bank Receipt lightning record page.
    • Updated the Real-time VAT Liability – UK Standard VAT Accounting Dashboard Box 3 and Box 5 titles.
    • Fixed a bug with the Expense Sheet  – Purchase Invoice now sets the Invoice Due Date correctly with the Expense sheet conversion to Purchase Invoice.
    • Fixed a bug with the Expense Sheet to prevent a user manually editing the Total Tax or Total Gross fields.
    • Account Billing Contact field – updated related list name to “Account Billing Contact” A user is no longer able to delete a Contact record if the contact is in the Account Billing Contact field.
    • Opportunity Opportunity Primary Contact field – updated the related list name to  Opportunity Primary Contact”. User is no longer able to delete a Contact record if the contact is in the Opportunity Primary Contact field.

     

    Zumzum Financials 1.451

    Zumzum Financials 1.450

    • Removed from the package the deprecated Expense Sheet Layout v1.60.
    • Removed from the package the deprecated Ledger Layout v1.65.

    Zumzum Financials 1.449

    • Removed from the package the deprecated Currency Rates layout.

    Zumzum Financials 1.448

    • Various bug fixes.

    Zumzum Financials 1.447

    • Fixed a bug with the Sales Credit Customer Refund quick action.

    Zumzum Financials 1.446

    • Updated profit and loss formula currency in Balance Sheet Lightning report.
    • Fixed a bug with the VAT Return to prevent and error with large data volumes.
    • Fixed a bug with the Bank Customer Refund API so that the Bank Payment Line Item field is now completed on the ledger record.

     

    Zumzum Financials 1.445

    • Bug fix to the Bank Customer Receipt API error in allocating customer receipt to a Sales Invoice for orgs with greater than 200,000 ledger records.
    • Bug fix to the Bank Supplier Payment  API error in allocating supplier payments to a Purchase Invoice for orgs with greater than 200,000 ledger records.
    • Bug fix to the Bank Reconcile grid to ensure selected rows are calculated correctly for the header, prior to saving the record.

     

    Zumzum Financials 1.444

     

    Zumzum Financials 1.443

    • Add a new feature to the Revenue Recognition process. An error message is displayed if a user or API attempts to post a Sales Invoice with a revenue recognition date earlier than the Lock Date.
    • New Lightning reports for Trial Balance added to the Zumzum Financials report folder;
      • Trial Balance
      • Trial Balance Dimension 1
      • Trial Balance Dimension 1 and 2
      • Trial Balance by Company
      • Trial Balance by Company Currency
    • New Lightning report for Profit and Loss by Period Dimension1 added to the Zumzum Financials report folder
    • Sales Invoice Custom Field “Type” now has “Sales Invoice” as it’s default value.
    • New feature added to the VAT Return so that if the VAT Return is “HMRC Filed” the user is prevented from submitting the failed VAT return again.
    • Fixed a bug with the Sales Invoice API when creating or updating a draft Sales Invoice  the Revenue Recognition Rule is correctly added to Sales Invoice Line Item.
    • The Allocate to Sales Credit field is deprecated on the Sales Credit Customer Refund quick action.  All customer refunds from the Sales Credit are always allocated to the Sales Credit which initiated the Customer Refund.

     

    Zumzum Financials 1.442

     

    Zumzum Financials 1.441

     

    Zumzum Financials 1.440

    • Updated all Lightning record page metadata to support the release of Dynamic Lightning Pages.
    • Bank Reconciliation now only loads bank accounts which have a Nominal Code associated to them to avoid an error.
    • Added Post button and quick action to the Journal Page Layout and Journal Multi Currency Page Layout.
    • Granted read/write access to Expense Sheet and Expense Sheet Detail field on Zumzum Purchase Invoice User Permission Set.
    • Dimension__c field change label to ZZ Deprecated on Purchase Invoice object.

     

    Zumzum Financials 1.439

    • Customer Refund Quick Action on Sales Credit increased in size and now shows product on line items.
    • Fix to eliminate Apex Page Message errors in the Sales Invoice API.
    • Fix to trigger Revenue Recognition Schedules on posting sales invoices via the Sales Invoice API
    • Dimension field on Sales Invoice object is relabeled to ZZ Deprecated
    • Added new Zumzum PayTabs Guest User permission set for the PayTabs Payment Gateway.

     

    Zumzum Financials 1.437

    • Sales Credit Customer Refund Quick Action
      • Last screen does not have a transparent background to modal.
      • Line item grid shows relevant fields.
      • Increased screen size by two times.
    • Bug fix for the Bulk Allocate Customer Balances method in the Bank Allocate Credits and Payments API.
    • Added “Supplier Account” to Expense Sheet Field Set.

     

    Zumzum Financials 1.436

    • Minor bug fixes

    Zumzum Financials 1.435

    • Minor bug fixes

    Zumzum Financials 1.434

    • Minor bug fixes

    Zumzum Financials 1.436

    • Minor bug fixes

     

    Zumzum Financials 1.427

     

    Zumzum Financials 1.426

    • Bug fix to the Expense Sheet API to correctly insert the Expense Sheet ID on the Purchase Invoice.

     

    Zumzum Financials 1.425

    • Minor bug fixes

     

    Zumzum Financials 1.424

    • New custom metadata setting to configure the Batch Size settings for the Post Sales Invoice API.

     

    Zumzum Financials 1.423

     

    Zumzum Financials 1.422

    • Addition of FOR UPDATE to Zumzum Account Trigger to prevent record locking issues with data imports.
    • Fix to Zumzum Financials Admin permission Set to view the Bank Reconciliation  screen correctly.

     

    Zumzum Financials 1.421

     

    Zumzum Financials 1.420

     

    Zumzum Financials 1.419

    • Minor bug fixes

     

    Zumzum Financials 1.418

    •  Inherited Sharing for Sales Invoice Post Service.

     

    Zumzum Financials 1.417

     

    Zumzum Financials 1.416

    • Minor bug fixes

     

    Zumzum Financials 1.415

    • Minor bug fixes

     

    Zumzum Financials 1.414

    • Minor bug fixes

     

    Zumzum Financials 1.413

    • Minor bug fixes

     

    Zumzum Financials 1.412

     

    Zumzum Financials 1.410

     

    Zumzum Financials 1.409

    • Minor bug fixes

     

    Zumzum Financials 1.408

    • Minor bug fixes

     

    Zumzum Financials 1.407

     

    Zumzum Financials 1.406

    • The Sales Credit Customer Refund quick action now supports the ability to store a”Reference” to the Bank Payment and Ledger entries.
    • A new option is available in the Sales Credit Customer Refund user interface to “Allocate To Sales Credit”.

     

    Zumzum Financials 1.405

    • Minor bug fixes

     

    Zumzum Financials 1.404

    • Minor bug fixes

     

    Zumzum Financials 1.403

    • Minor bug fixes

     

    Zumzum Financials 1.402

     

    Zumzum Financials 1.401

     

    Zumzum Financials 1.400

    • Minor bug fixes

     

    Zumzum Financials 1.399

     

    Zumzum Financials 1.398

     

    Zumzum Financials 1.397

     

    Zumzum Financials 1.396

    • Minor bug fixes

     

    Zumzum Financials 1.395

    • Minor bug fixes

     

    Zumzum Financials 1.394

     

    Zumzum Financials 1.393

    • Fix to post Sales Invoice.

     

    Zumzum Financials 1.392

    • Fix an issue on the Purchase Order page to load the tax rate correctly on the purchase order line item. 

     

    Zumzum Financials 1.391

    This release includes the Journal Import Wizard.

     

    Zumzum Financials 1.390

     

    Zumzum Financials 1.389

    • Minor bug fixes

     

    Zumzum Financials 1.388

     

    Zumzum Financials 1.387

    • Fix error with the Sales Invoice API, when posting a sales invoice as a community. 
    • The Expense Sheet API, Convert Expense Sheet to Purchase Invoice  now links to Expense Sheet and Expense Sheet Details.
    • Convert Expense Sheet to Purchase Invoice saves Expense Sheet Detail Dimensions to Purchase Invoice Line item.

     

    Zumzum Financials 1.386

    • Minor bug fixes

     

    Zumzum Financials 1.385

    • Minor bug fixes

     

    Zumzum Financials 1.384

    • Minor bug fixes

     

    Zumzum Financials 1.383

    • Minor bug fixes

     

    Zumzum Financials 1.382

     

    Zumzum Financials 1.381

     

    Zumzum Financials 1.380

    • Minor bug fixes

     

    Zumzum Financials 1.379

    • Validation on purchase invoice unique name validation.

     

    Zumzum Financials 1.378

     

    Zumzum Financials 1.377

     

    Zumzum Financials 1.376

    • Minor bug fixes

     

    Zumzum Financials 1.375

    • Minor bug fixes

     

    Zumzum Financials 1.374

     

    Zumzum Financials 1.373

     

    Zumzum Financials 1.374

    • Minor bug fixes

    Zumzum Financials 1.373

    • Minor bug fixes

    Zumzum Financials 1.372

    • Minor bug fixes

    Zumzum Financials 1.371

    • Minor bug fixes

    Zumzum Financials 1.370

    • Minor bug fixes

    Zumzum Financials 1.369

    • VAT Calculation fixes in new and edit controller.

    Zumzum Financials 1.368

    • Minor bug fixes

    Zumzum Financials 1.367

     

    Zumzum Financials 1.366

     

    Zumzum Financials 1.365

    • Minor bug fixes

     

    Zumzum Financials 1.364

    • Fix bug on Company Setup where chosen custom templates regularly reset back to default after changing.

     

    Zumzum Financials 1.363

    • Minor bug fixes

     

    Zumzum Financials 1.362

     

    Zumzum Financials 1.361

    • Minor bug fixes

     

    Zumzum Financials 1.360

     

    Zumzum Financials 1.359

    • Minor bug fixes

     

    Zumzum Financials 1.358

    • Minor bug fixes

     

    Zumzum Financials 1.357

    • Minor bug fixes

     

    Zumzum Financials 1.358

    • Minor bug fixes

     

    Zumzum Financials 1.357

    • Minor bug fixes

     

    Zumzum Financials 1.358

    • Minor bug fixes

     

    Zumzum Financials 1.357

    • Minor bug fixes

     

    Zumzum Financials 1.356

    • Minor bug fixes

     

    Zumzum Financials 1.355

    • New custom permissions for LWC visibility based on profile launched.
    • Fixed a bug to correctly sage the Description of a Payment Request to the “Transaction Description” field.
    • Feature to allow enable or disable tokenization in the PayTabs Payment Gateway. 
    • New Validation Rule to enforce a contact on Sales Order.
    • Various minor bug fixes.

     

    Zumzum Financials 1.353

    • Minor bug fixes

     

    Zumzum Financials 1.352

    • Minor bug fixes

     

    Zumzum Financials 1.351

    • Minor bug fixes

     

    Zumzum Financials 1.350

    • Minor bug fixes

     

    Zumzum Financials 1.349

    • Minor bug fixes

     

    Zumzum Financials 1.348

    • Minor bug fixes

     

    Zumzum Financials 1.347

    • Minor bug fixes

     

    Zumzum Financials 1.348

    • Minor bug fixes

     

    Zumzum Financials 1.347

    • Minor bug fixes

     

    Zumzum Financials 1.346

    • Minor bug fixes

     

    Zumzum Financials 1.345

    • Minor bug fixes

     

    Zumzum Financials 1.344

    • Minor bug fixes

     

    Zumzum Financials 1.343

    • Minor bug fixes

     

    Zumzum Financials 1.342

    • Payment Method object launched for PayTabs Payment Gateway.
    • Various performance improvements to the PayTabs Payment Gateway.

     

    Zumzum Financials 1.341

    • New Zumzum Purchase Invoice  Delete permission set launched.
    • New Zumzum Purchase Order  Delete permission set launched.
    • New Zumzum Sales Invoice  Delete permission set launched.
    • New Zumzum Sales Order Delete permission set launched.
    in Zumzum Releases

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