A record of changes to the Accredo system. Each release note outlines the updates, fixes, and enhancements included in the latest versions, so you can track what has changed over time.

Accredo A90 – Version 9.0.102

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Improvement

IN - Invoicing System

The web service now exposes customer delivery addresses as a standalone entity that can be created and updated directly, controlled by the dedicated Delivery Addresses permission rather than requiring full Customer access. This lets an application save a delivery address from an invoice or order without granting broader customer maintenance rights.

MB - Max Basic

Period-by-period balance history is now available through the Accredo Web Service and MaxBasic scripts. A new read-only Balance sub-object on customers, suppliers, GL accounts, jobs, assets, bank accounts, products, and analysis codes returns the same balances shown on each record's Balances tab, allowing the Web App and integrations to display and graph balances over time.

OE - Order Entry

The web service now exposes customer delivery addresses as a standalone entity that can be created and updated directly, controlled by the dedicated Delivery Addresses permission rather than requiring full Customer access. This lets an application save a delivery address from an invoice or order without granting broader customer maintenance rights.

WS - Web Service

Period-by-period balance history is now available through the Accredo Web Service and MaxBasic scripts. A new read-only Balance sub-object on customers, suppliers, GL accounts, jobs, assets, bank accounts, products, and analysis codes returns the same balances shown on each record's Balances tab, allowing the Web App and integrations to display and graph balances over time.

 

Bug Fix

ALL - All Modules

Resolved an error that could occur when resizing the File Recovery recovery log (Setup > File Recovery > Resize Recovery Log).

IN - Invoicing System

Fixed the Reprice Invoices task so that repricing credits with Cost Price and Cost ID selected now clears the cost ID lock on the credit lines and updates them to the current cost price.

MB - Max Basic

When a MaxBasic script sets the narrative text on an Information or Description tab (customer, supplier, product, asset, job or payroll), the tab now updates on screen straight away rather than only after the record is saved. This applies to tabs using the Markdown or HTML content types; plain text already behaved this way.

RE - Report Engine

Document report designs now apply the font set on an expression component to Markdown content, matching the existing behaviour for the Text and HTML content types. Headings and bold text keep their emphasis but now use the design's chosen font.

WS - Web Service

Fixed an issue where the web service could fail to generate its OData metadata, returning an error, when a company's batch email send option was set to Full MAPI. This prevented tools such as LINQPad or Swagger from loading the service; metadata now generates correctly regardless of the batch mail setting.

 

Accredo A90 – Version 9.0.101

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New Feature

ALL - All Modules

Version 9 adds a free-form Action Bar in the main window's title bar that opens lists, opens records directly by code or document number, runs word-searches with a multi-match dropdown when needed, and inserts new records via action verbs such as Add or New. Searches respect installed modules and user permissions, errors appear as a hint balloon on the search box, and a per-user Add button and default search masterfile give quick access to the records and actions you use most.

Narrative Editors across Accredo now support formatting — bold, underline, headings and other common text formatting — with three content types selectable per narrative block: plain Text, Markdown, or HTML. Markdown and HTML narratives display as formatted text on screen and print as formatted text in designed Reports and Documents; report layouts print the raw source. A new Default Content Type group on the Company record sets the default for new narratives, with separate settings for Memos, Information & Description tabs, and Narrative Lines. Allow change selections control whether the default is enforced. All existing narrative content carries forward as Text on upgrade. Accredo's bundled example designed Reports and Documents have been updated to render Markdown and HTML; other designed Reports and Documents may need updating.

WS - Web Service

Add document insert endpoints.

Return JSON for report layouts in the WS.

Added OAuth 2.1 support.

 

Improvement

ALL - All Modules

Layout Names are not forced to be unique, unique identifier is LayoutID. Display Layout ID when customising report layouts. For scripting Report Objects Layout property now accept either LayoutName or Layout ID. AddToReportList options record the ID instead of the name.

Add t/a Trading Name to Customer and Creditor Names in Headers and Captions where Trading name is specified.

Add Find and Replace support to Narrative editors.

AP - Accounts Payable

Purchase Orders now supports a Request for Credit document class controlled by a new Credits permission, and AP Shipments adds Credit Return, Credit Only, and Return Only. Create Shipment from a Request for Credit produces the matching credit-side document; quantities and document report designs are flip-signed so credits read as positive returns to the supplier. Mark as Receipted displays as Mark as Returned on credit documents, and Duplicate Contra in AP now flips the document class to its credit-side equivalent.

When an Invoice Only Shipment is posted, Accredo now automatically updates the cost prices on related Receipt Only Shipment lines — matched through the Purchase Order line — to match the invoiced cost. A single PO line can be split across multiple receipts and multiple invoices, with the update following the PO line invoiced cost. Already-posted Receipt Only Shipment lines are revised using the existing Update Costs process, with IC transactions updated where the IC period is still available and costing reflowing from there; unposted Receipt Only Shipment lines have their cost prices updated in place. A new AP Setting, Update Receipt Cost from Invoiced Cost (Shipments tab, on by default), controls the behaviour.

Added an opt-in AP Shipments setting "Use Invoiced Cross-rate for Receipts" (AP Settings > Shipments tab) defaults unselected. When selected, a PO-sourced Receipt-Only shipment created from a foreign-currency, already-invoiced, non-fixed-rate PO takes its header exchange rate from the source PO's invoiced cross-rate (Invoiced Amount / Invoiced Amount Bs) and is marked Fixed.

AR - Accounts Receivable

Added Price Code selection to Customer List.

CB - Cash Book

Bank Account Name switched from domain Short Description string(30) to domain Bank Payee string(40) to accommodate account names which in NZ vary in length by bank but are a maximum of 35 characters.

CO - Company

Make Period Name Unicode enabled.

WebApp users will require Report\Query permission for all modules and Company in addition to permissions they have for the WinApp. A new script enabled button on the User Permissions tab automates granting the necessary permissions.

Updated description for Permission Company > Reports > Report Destinations to make it clear this applies in the WinApp only and cannot be enforced in the WebApp.

EM - Email and HTML editor

Add support for TLS 1.3 transport security.

GL - General Ledger

The GL Financial Report Wizard's Columns grid gains Row, Column, and Totals Only settings, letting you lay columns out across up to five rows instead of a single line and stack one column beneath another, such as a percentage under its related amount. A column flagged Totals Only prints only on total lines, keeping the detail rows uncluttered. Recipes saved by the Version 9 Wizard cannot be opened in older WinApp builds.

The GL Financial Report Wizard's Columns grid gains a Year Offset setting that shifts a column's figures into prior or future years, from -10 to +10, so multi-year comparison reports can be built in the Wizard rather than by hand-editing the generated code. The offset combines with the existing period menu choices, column headings adjust automatically to the offset year, and recipes saved by the Version 9 Wizard cannot be opened in older WinApp builds.

Ensure unique variable names and component names are generated from the GL Report Wizard when they would otherwise repeat e.g. same content selected multiple times or stripping of invalid characters would return the same name for two different columns.

Added GL Batch Import Type for Lightning Payroll.

Added Refresh Labels button to GL Report Wizard Grid.

GL Financial Report Wizard "recipes" .pfy files are written out as Json. Old Wizard files can be loaded.

IC - Inventory Control

Version 9 adds effective-dated sell pricing through Price Groups: every Price Code now has a Price Type of List or Group, Groups own multiple dated child Lists, and the pricing engine picks the member List whose Effective Date is the latest on or before the document or transaction date. Existing flat Price Lists continue to work unchanged, with a new Promote Price List to Price Group utility the opt-in path to convert a flat code. The CO Price List form gains a Currently Effective / All Active / All Including Inactive filter, the IC Product form gains a Price Date selector, and the Price Code field is widened from 8 to 12 characters.

Retain original posted IC Cost on duplicate contra IC Transactions and IC Transaction proxies i.e. Document and Batch Lines by tracking IC Cost ID. Link to IC Cost ID can be broken by repricing and selecting IC Cost ID.

Added a MaxBasic EffectivePriceList(PriceCode[, EffectiveDate]) function in the Company function group. Returns the effective PriceListCode for a PriceGroup and Date.

IN - Invoicing System

Retain original posted IC Cost on duplicate contra IC Transactions and IC Transaction proxies i.e. Document and Batch Lines by tracking IC Cost ID. Link to IC Cost ID can be broken by repricing and selecting IC Cost ID.

JC - Job Costing

Retain original posted IC Cost on duplicate contra IC Transactions and IC Transaction proxies i.e. Document and Batch Lines by tracking IC Cost ID. Link to IC Cost ID can be broken by repricing and selecting IC Cost ID.

Add Start new page for each master and Repeat column headings per master Report Preferences for Master Detail layouts.

Master detail layouts include IN Invoice, OE Order, JC Work In Progress Detail layouts.

MB - Max Basic

Added optional 2nd Content Type parameter to the InsertNarrative/AppendNarrative methods on Document and Batch objects with values "T", "M" or "H". If not specified, then the default from the Company settings will be used.

Added a MaxBasic EffectivePriceList(PriceCode[, EffectiveDate]) function in the Company function group. Returns the effective PriceListCode for a PriceGroup and Date.

Two MaxBasic functions (String group), usable in scripts and report expressions:

HTMLToText(Html) — returns plain text from HTML. (Existing function; now returns an empty string for empty input instead of erroring.)

MarkdownToText(Markdown) — returns plain text from Markdown (strips markup; faithful-enough, not byte-exact).

Example: MarkdownToText(Information) / HTMLToText(Information) to export narrative content as plain text. WinApp only (not in the web service).

OE - Order Entry

Add Narration field to OE Order Header and replicate from Quote to Order, and Order to Invoice.

PO - Purchase Orders

Purchase Orders now supports a Request for Credit document class controlled by a new Credits permission, and AP Shipments adds Credit Return, Credit Only, and Return Only. Create Shipment from a Request for Credit produces the matching credit-side document; quantities and document report designs are flip-signed so credits read as positive returns to the supplier. Mark as Receipted displays as Mark as Returned on credit documents, and Duplicate Contra in AP now flips the document class to its credit-side equivalent.

When an Invoice Only Shipment is posted, Accredo now automatically updates the cost prices on related Receipt Only Shipment lines — matched through the Purchase Order line — to match the invoiced cost. A single PO line can be split across multiple receipts and multiple invoices, with the update following the PO line invoiced cost. Already-posted Receipt Only Shipment lines are revised using the existing Update Costs process, with IC transactions updated where the IC period is still available and costing reflowing from there; unposted Receipt Only Shipment lines have their cost prices updated in place. A new AP Setting, Update Receipt Cost from Invoiced Cost (Shipments tab, on by default), controls the behaviour.

RD - Report Designers

Switch PFD load and save to JSON format. Old PFD files continue to work and can be loaded in the designer. They will update to the new format on save from the designer.

Example documents updated:

ContentType on Narratives

Credit Returns in AP

Request for Credit in PO

Json format for saved pfd files.

Preview Only watermark.

RE - Report Engine

Memo reports and Masterfile reports with Information or Desciption bands acquire a new Memo Text / Information Text / Description Text band which uses content type to print as formatted in the relevant editor. Memo reports are updated to select this by default in place of the Memo Lines band.

SQL - SQL

Added TOP and LIMIT support to Accredo SQL.

SYS - System

Set Send Bug Reports Via HTTP true in System Settings during data conversion.

WS - Web Service

Added new Accept Token in URL setting. Default is unselected and selecting is not recommended since it is considered an insecure practice. System conversion will set the setting selected for backwards compatibility if sites have WS Clients other than the Accredo ones configured. Recommendation is to review and turn off unless required.

Optionally return Results List from batch printing.

XConv - Accredo Conversion

Set Excel File Format to be Excel (.xlsx) in Report Preferences during conversion. We have dealt with a couple of issues recently which were due to this preference still set to .xls.

XX - Install Scripts

Combine installers for single install exe including WebService in System and Update installers.