Great news! Your next Brightpearl upgrade is getting close and it’s jam packed with new features, improvements and bug fixes - configurable columns, preset views, product archiving, not to mention the numerous improvements to accounting and order processing.
We’ve kept you waiting, but for good reason - this release is one of our biggest yet and one of the most complex upgrades we’ve done. It’s been no secret that we’ve been working on introducing full multi-currency support and whilst there are a huge number of changes you can see, there are also many you can’t...not yet anyway!
So here are our 4.90 release notes - and they are long. We’ve also got plenty of additional documentation to help you learn more about the changes and make sure you’re ready for your account upgrade - and there is plenty that you will want to know about.
Do I need to do anything?
There are some important changes to Brightpearl which will need your special attention to ensure you get the most out of this upgrade. For some of these changes you will need to do staff training and others will possibly mean your apps need updating. Please download our 4.90 Upgrade Guide to find out what you will need to do before and after your account is upgraded.
If you are a developer, all API changes are listed in the release notes. Please see our 4.90 & 4.91 API changes guide to learn more about what you will need to update on your apps.
If you have any questions or concerns then we’re here to help, so don’t hesitate to get in touch via Support@brightpearl.com.
When will it be released?
We are currently in our final round of testing and expect the upgrade to be widely available towards to the end of May to early June. We’ve shared our release notes much earlier than we have in the past so that you have plenty of time to be ready for the coming changes.
Features, improvements & bug fixes
- New filters, column customisation & preset views
- Product statuses & archiving
- Products display all price lists
- Drop-ship improvements
- Order payments, payment methods & payment lists
- Foreign currency to base order total conversion
- Reset, migrate & begin to use the Brightpearl accounting module
- Journal types
- Amazon Canada
- General accounting improvements
- Auto-updating & fixed exchange rates on orders
- US balance sheet improvements
- Default invoice template per contact
- US chart of accounts import
- Journal assignments applied consistently
- Landed cost reports shows inaccurate actual landed cost
- Improved nominal code drop-downs
- Zero value invoices
- Batch purchase invoices
- Write-offs/adjustment only transactions
- Customer statement templates
- General order improvements
- Order dates now easier to understand & always editable prior to invoicing
- Total stock quantity count now also displayed on purchases & credits
- Batch deleting goods-out notes
- Display stock quantities on purchase order rows
- Send cc, bcc emails
- General contact improvements
- EOM Credit terms improvements - templates & contact import
- New fields when adding a staff member
- Other improvements
- New sales reports permission
- Order payment status displayed on product info pop-up
- General apps & app store improvements
- Amazon payments & fees
- eBay global shipping program is supported
- PayPal app now shown in the App Store
- Sagepay app now shown in the App Store
- New filters & messaging in the App Store
- Warehouse types
- Warehouse zones
- API improvements
- Customer > Take payment, and Supplier > Make payment screens have been removed
- Add new quote or invoice is now add new order
- Order refs on journals are locked
- Account balances on chart of accounts no longer display by default
- Payment method field has been removed from contacts
- Customer/supplier financials screen is now the GL filtered
- Recent payments are no longer displayed on customer/supplier payment allocation screen
- Show hide/mapping codes & the IRIS report have been removed
- Amazon refunds no longer supported
- Customer quick invoice/credit reference
- Flat Rate VAT (FRV) setting
- Repeat transactions are no longer supported
- Obsolete cost price field on POs has been removed
- EPOS payment report changes
- Remove obsolete setting for cash till
- Add new price list from price list selector has been removed
- Channel filter on accounts payable (aged creditors) report has been removed
- Release payment filter & batch action from sales list has been removed
- Bank activity chart has been removed
- Bug fixes
- 4.87 & 4.88 point releases
Speed up your daily tasks by saving personalised preset processing lists with predefined filters and custom columns. Create exception lists for finding records which need action. Get the data and results you need in less time.
- Use relative date filters such as “last week” or “last 30 days” which means your preset views and favourites are always current
- Customize columns, selecting from a wide range details and then arrange them in your preferred order. For a comparison of current Brightpearl to 4.90, please download detailed list of 4.90 column & filter changes
- Save the sort order of a preset listing view so results are automatically displayed ready for processing
Other improvements on listings include:
- A standardised filter layout so you’ll always find the same filter in the same spot
- Even more multi-select filters
So far these improvements have been added to the following screens, but more will follow:
- Sales and sales credit lists
- Purchases and purchase credits lists
- Sales detail
- Purchase detail
- Customers list
- Supplier list
- Sales Analysis (by product)
The most voted for feature on our development board is to provide the ability to archive products that are no longer sold. We now introduce product statuses - Live or Archived. When a product is archived it will hide it from all the necessary screens and features in Brightpearl, but maintain all historical reporting data. We’re looking to add more statuses in the future such as “Pre-order” or “Winding down” so watch this space.
New features include:
- New status field on products
- New status filter on the product list (defaults to Live to exclude archived items)
- Batch updating the status for multiple products
- Using the product import to set product status
For more details on when products can be archived, when they will be auto-activated and how channel listings and orders will be affected please see our support documentation
Up until now once you’ve added your 15th price list you will no longer see the whole list available to edit on a product record. This meant that you could only manage those price lists by using imports. Now, once you’ve added 15 or more price lists you’ll see the new UI where it’s possible to view and edit any price list by selecting it from a drop-down menu. If you have 14 or fewer price lists you’ll still see the tabs. Note that when using the drop-down menu you’ll need to save the product between editing each price list.
We’ve made various improvements for better handling and control of drop-ship orders.
New features include:
- Handling for partial shipping of drop-ship orders allows you to confirm some of the items on the PO as delivered
- Send a shipping update email to your customer when confirming shipment of the drop-ship PO (when “Mark as shipped” button is activated in Purchase Settings)
- Notes added to the sales order to indicate the shipping update email was sent to the customer
- Set a default template for emailing drop-ship shipping updates to customers
Order payments changes how and when orders are marked as paid. You’ll be using payment methods with a streamlined workflow for payment gateways plus Brightpearl will now handle of the auth and capture workflow. Even with auth only payments you’ll see the order payment status is updated, and a pending payment amount exists, but the accounting won’t be created until there is a captured payment.
You will need to ensure that anyone processing or allocating payments in Brightpearl and anyone using the accounting module understand these changes before your Brightpearl account is upgraded. You should also be aware of what you will see immediately after your account is upgraded - to ensure no workflows are blocked we’ve created all the necessary details but you will probably want to review those.
- Work with payment methods instead of bank accounts
- Map bank accounts to payment methods to ensure the accounting is posted to the correct code. With the introduction of multi-currency a bank account for each currency may be chosen on a single payment method
- Connect payment gateways to payment methods so that the gateway is automatically accessed when that method is selected for processing a payment
- Record auth only payments in Brightpearl (currently Authorize.net only but more being added), in the future we’ll also be adding the option to capture these authorised payments from Brightpearl
- More informative order payment statuses ensure you know which orders are ready for shipping
- New order payment lists for customer and supplier payments made against orders
- Easily cancel or reverse payments
Brightpearl have updated the calculation method used for converting foreign currency order totals into base currency.
Up until now foreign currency order totals were converted to base by converting each row and then adding them together. This meant that, due to rounding on each row, the order total could be different than if you simply converted the overall order total straight to base. This sometimes meant that discrepancies were seen between the order total and the payment. With Brightpearl close to releasing multi-currency functionality this is one of the problems we were keen to fix.
Due to the technical changes made for order payments it means that we are more easily able to clear down your accounting data ready for you to start using Brightpearl accounting and you won’t lose any of your order payment details. If you’re interested in upgrading to Brightpearl accounting please contact email@example.com
With a wider range of journal types it becomes easier to recognise how or what a transaction represents.
New journal types now in use which were all previously JJ:
- GO - Goods-out
- PG - Purchased goods-in
- SG - Sales credit goods-in
- IA - Inventory adjustment
- EX - Expense claim
- VR - VAT return
- LC - Landed cost
Note that historical journals will retain their existing journal type of JJ, and all new journals created in 4.90 will use the new journal types. When filtering the general ledger by historical data ensure you include the relevant journal types.
You can now expand your sales and connect Amazon Canada to Brightpearl. All the existing features of the Amazon app are supported.
Taskbot is a processing robot which handles tasks such as generating reports or batch processing records. Taskbot takes the task and allows you to continue working on something else in Brightpearl while it is being completed. Moving these processes to Taskbot also improves performance and allows for larger batches and exports can be handled.
You can visit Taskbot to view all of the processes you’ve requested, view current the status, see details of any errors encountered. We’ve started by migrating just a few tasks to Taskbot and will be transferring more very soon. In 4.90 the following tasks are handled by Taskbot:
- Batch updating order statuses (sales & purchases)
- Batch allocation
- Batch fulfilment
You will know when a task is being handled by Taskbot because a green message will let you know a task has been created and provides a link to where you can view the status of that task - in Taskbot. If you want to visit the list of processing or completed tasks at any time you can find it under My Tasks, found on your username menu. Note that this screen was previously used to display your personal to-do list - activities, events and calls - you will now find these under My Events, also found on your username menu.
Auto-updating & fixed exchange rates on orders
When a foreign currency order is created it is assigned the system exchange rate. This exchange rate is used to provide an estimate of what the total order value is in base currency. Currently, the order rate can be manually edited as required and at the point of invoicing it’s the rate on the order which is used for the final base currency value and to create the accounting.
In 4.90 we are introducing some early multi-currency changes which mean that the exchange rate seen on the order is not necessarily the final exchange rate that will be used for conversion and for creating the invoice accounting. When a foreign currency order is created it is still assigned the system exchange rate and before the order is invoiced the exchange rate can be manually edited at any time to recalculate the estimated base currency value. What’s new is at the point the order is invoiced the rate will automatically be updated, unless the rate is set as “Fixed” (set per order).
Note: These changes are being introduced are for sales only. Although the new “fix” checkbox will be shown on purchases it is not functional.
US balance sheet improvements
We’ve tidied up the balance sheet in the US format so that it’s easier to read.
Default invoice template per contact
It’s now possible to set a default template per contact. This means you can define which invoice template is used for each customer. If a template is set on a customer it will override the one set on your channel brand.
US chart of accounts import
As part of the migration to using Brightpearl you will need your chart of accounts created in Brightpearl. Due to some problems with the process in the US the chart of accounts had to be entered manually, but we’ve fixed all of the issues and made it available once more.
Journal assignments applied consistently
The journal assignments are the lead source, channel and project details assigned to a journal. These are useful for filtering your profit and loss report and analysing performance in different areas. We identified some inconsistencies with the way they were assigned which could lead to misleading results when filtering the general ledger. As part of the multi-currency project we have been able to tidy up these assignments to ensure consistent and correct reporting. This is how they are assigned by Brightpearl:
- Journal assignments are set only on journal rows using a profit & loss account types (sales, purchases, expenses)
- Journal assignments will not be set for journals affecting only balance sheet account types (assets, liabilities, capital & reserves)
Why not assign them to balance sheet codes?
Profit & Loss transactions only relate to a sale or a purchase, and therefore can only have one channel, lead source, project. Whereas balance sheet transactions, i.e. assets such as stock, move around the business, from a purchase to a sale to credit etc. Each of which can have different assignments. What goes into stock for one project can come out on another. Filtering the balance sheet by a project won't give an accurate representation of the assets for that project. Similarly, for bank accounts, money in assigned to one channel won't come out on the same channel, so the balance of that bank account for that channel will not be accurate.
Landed cost reports shows inaccurate actual landed cost
The landed costs report displays estimated landed costs and actual landed costs. The actual landed costs figure was not being correctly calculated. This value will now display the values actually posted to accounting for each landed cost reference. You must ensure that your landed cost references are unique for the value to be correct calculated.
Improved nominal code drop-downs
For faster searching and selection of nominal codes you will now find a search field at the top of the drop-down menu (not displayed when the list is restricted, for example a list of bank accounts).
Zero value invoices
Brightpearl will now allow zero value sales invoices (handling for purchase invoices will be added in 4.91). This is important for ensuring that the correct accounting is handled for invoices for which the overall balance is zero, and no payment is required, but where revenue and discount both need to be recognised.
Batch purchase invoices
When receiving a purchase invoice across multiple purchase orders you’ll notice some changes to the journal which is created. Previously a single entry was made to 2100 Creditors Control/Accounts Payable, but now you will see it broken out per order. This will only be the case for new invoices, all historical journals will remain as they are.
Now that the journal rows are separated out per order it means we are able to better handle the allocation of the payment per order- we’ve fixed the bug where paying the batch invoice wouldn’t mark the orders as paid. However, any batch purchase invoices that were received before 4.90 will still have to be corrected manually.
You’ll also notice some changes when actually allocating the payment - you’re now able to view the invoice as a single row or you can view the individual orders. If you’re going to part pay the invoice you’ll need to specify which orders are to be paid so the payment allocations can be correctly made in the orders module.
Write-offs/adjustment only transactions
The payment allocation screen can now be used to make write-offs and adjustment only transactions (e.g. bad debt or exchange rate gains or losses). Previously a balance on a customer or supplier account could only be written-off or posted as an adjustment, when it was processed along with a payment amount.
Customer statement templates
Last year we introduced the outstanding items customer statement. To use this feature you needed to select a separate template when generating your statements. We’ve now merged them together, so you only need one template. On that template include the widget _statementDetails_ and then you can select your statement preferences during the process of printing/emailing your statements.
Note that the _outstandingStatementDetails_ widget will continue to work.
Order dates now easier to understand & always editable prior to invoicing
Every order will now show three dates and this is how they work:
- Created date - set as the date/time the order was created. This is the point the order is placed by the customer, so will be the date/time taken from a sales channel if the order downloaded.
- Tax date - this will default to the date the order was actually created in Brightpearl. When the order is invoiced it will either use this date, or today’s date (as per settings), a small info icon next to the field indicates that it will update on invoicing. You can change this date on an order but if Brightpearl is set to use today’s date on invoicing it will be overridden.
- Payment due date - this will default based on the tax date and contact credit terms. When the order is invoiced it will either remain as it is or will be updated based on the tax date used for the invoice and the contact credit terms (as per settings). You can change this date on an order but if Brightpearl is set to update it on invoicing it will be overridden - it can be manually changed again later.
Total stock quantity count now also displayed on purchases & credits
To display the total number of ordered items on orders and credits you will need to activate the shipping quotes section at Settings > Sales > Sales settings.
Batch deleting goods-out notes
Goods-out notes can now be deleted in batches via Sales > Goods-out notes due to…
Display stock quantities on purchase order rows
The current stock quantities for a product have always been displayed on sales order rows, we’ve now added them for purchases as well so that when ordering an item you can immediately see its current stock status. When the order row is added the colour represents the current on-hand status - green for items available on-hand and red for none available on-hand. When the order is saved the order row colour will begin representing the received status, as it has always been - green to represent all items have been received, red for items remaining to be received.
Send cc, bcc emails
Previously, adding additional email addresses when emailing a customer would send an entirely separate email to each person. Now you can send individual emails, or cc or bcc other people on the same email.
EOM Credit terms improvements - templates & contact import
In our last release we added the option for Net or EOM Net credit terms on your contacts. We’ve now completed this work by updating the templates widgets and including the option to add or update this field using the customer/supplier import.
Use these three widgets on your templates:
New fields when adding a staff member
In preparation for breaking down user access by apps, such as Brightpearl back office and Brightpearl POS the layout of the add staff member modal is changing. In relation to our new improved POS, you can set a maximum discount the staff member can set - this is not currently used for Brightpearl back office or our existing POS. You will also notice some new fields and options for recording job title and role.
New sales reports permission
When Sales > Sales report permission is OFF, a user cannot access:
- Sales dashboard
- Sales reports
- Sales workflow settings
Order payment status displayed on product info pop-up
It’s now possible to see the payment status of sales orders where stock items have been allocated. When viewing a product information (by clicking on the SKU within an order, or on the stock level on product lists) It is useful to know when stock is being held for an order which hasn’t been paid in case you need to release it for another sale which is urgent and definitely going ahead.
Amazon payments & fees
Amazon payments and fees are accounted for when your settlement report is provided by Amazon. Before version 4.90, the accounting was contained within a single journal. Now, due to the changes introduced by order payments, you will see the payment accounted for in an SR journal and the fees accounted for in a separate BP journal. The accounting effects are the same.
eBay global shipping program is supported
In this release an order to be shipped to an eBay distribution centre will be allocated the correct delivery address to ensure your goods-out notes and shipment automatically go to the correct place. Any changes needed to the shipping cost on the order are not currently handled and will need to be edited manually.
PayPal app now shown in the App Store
The PayPal integration has now been added to the app store, so we’ve removed the old activation screen (Settings > Other > Payment methods). Once activated the app will provide a button to the settings screen.
Sagepay app now shown in the App Store
The Sagepay integration has now been added to the app store, so we’ve removed the old activation screen (Settings > Other > Payment methods). Once activated the app will provide a button to the settings screen.
If you already have PayPal and/or Sagepay installed we’ve automatically switched on the app and created you a payment method. As part of the introduction of order payments we will also have created a payment method for each bank account, so you may want to check that you don’t have duplicated payment methods at Settings > Company > Payment methods.
New filters & messaging in the App Store
New filters will help you browse for apps. You will be able to browse for apps included in your subscription with Brightpearl, those you can add on top, or those available from third party developers. If you have a particular area of Brightpearl you’re looking to add functionality to try browsing by category such as fulfilment, inventory or accounting.
In preparation for future apps and reporting features it’s now possible to set a warehouse type. All your existing warehouses will default to “Warehouse”. They aren’t used for anything in Brightpearl just yet.
In preparation for future apps and reporting features it’s now possible to create warehouse zones. These will work as an extra grouping level for warehouse locations. They aren’t used for anything in Brightpearl just yet.
|New API - Location SEARCH|
|Journal SEARCH API slow|
|[WS] Stock Correction POST no validation for existence of nominal code is performed|
|Add 'quantity' to Order Row PATCH|
|Add "fixed rate" to order POST and GET|
|PM: Add Height, Width and Length to Product POST|
|Contact status PUT|
|Contact custom field data and metadata GET, PATCH|
|Update journal-entry POST to validate correctly for accounting period|
|Make new accounting services public / deprecate old services|
|Zone POST to create a new zone w/ validation|
|Zone GET to return list of zones|
|Zone PATCH to update a zone name|
|Add warehouse zone to API: Warehouse location GET|
|Location POST to accept zone ID property|
|Add 'Product status' to Product GET and SEARCH|
|Update order row POST to reject archived products|
|Product status POST(Internal validation for archiving a product)|
|new endpoint accounting-service/customer-payment POST|
|new endpoint accounting-service/supplier_payment POST|
|CustomerPayment SEARCH : new endpoint|
|SupplierPayment SEARCH : new endpoint|
|sale-payment-total / purchase-payment-total GET : new endpoints|
|Is MC on or off? Using integration service account-config GET : multiCurrencyEnabled|
|New warehouse endpoint to break FIFO|
|New endpoint invoice/purchase-payment POST|
|PaymentAuth SEARCH : Search customer payments|
|PaymentAuth GET : Retrieve Customer Payments|
|PaymentAuth POST : Create Customer Payment|
Removal of Customer > Take payment, and Supplier > Make payment screens
These screens have been removed to help simplify the application. The same functionality is provided on the Customers > Aged Debtors (or Accounts Receivable) screen and Suppliers > Aged Creditors (or Accounts Payable) screen. By streamlining our application it becomes easier to learn how to use and also means we are able to ensure quality of the application, by reducing the test requirement needed.
Alternatively, a customer/supplier search and using the mini tabs to navigate directly to the payment allocation screen will also provide a fast route to record a payment.
Add new quote or invoice is now add new order
When adding a new sales order you could select to add “New quote” or a “New invoice”. Both of these options added a new order, the only difference being the status on which the order was created, as defined in the Sales Settings. To make Brightpearl less cluttered and more easily understood we have now made this a single option for “New order”. You can choose what status the order starts on, and after that it can be updated manually either within the order, or using the batch processing options on the sales list.
Order refs on journals are locked
The order reference on a journal is no longer an editable field. All order references on journals are assigned based on the order the transaction was made against. Entering or editing an order reference on a journal will have no affect on the status of the order (the introduction of order payments means payments can no longer be allocated to orders in this way) and therefore may mean that the accounting displays different information that the orders module. To prevent this from happening the field is now locked. Any changes needed must be made via the original order.
Account balances on chart of accounts no longer display by default
For performance reasons the account balance for each account code no longer displays by default on the chart of accounts. If you do wish to view the current account balance from this screen you can click the Display link for an individual code. Remember the trial balance report also shows your chart of accounts and balances.
Payment method field has been removed from contacts
The payment methods field on a contact wasn’t used for anything anymore and so we’ve removed it. You will now find payment methods are recorded per payment recorded against each order.
Customer/supplier financials screen is now the GL filtered
You may notice some minor changes to the financial history on a contact record. This is because we have made a technical change to how this screen is generated. Rather than being a completely separate screen it is now the general ledger. When the general ledger is filtered by a contact and account code 2100 or 1100 you will see the financial history of the contact. This means that you can simply apply the filters to the general ledger to access their financial history, or you can continue to navigate to it via the links on the contact.
As part of these changes we chose not to transfer the options to send an email or SMS from this screen. We recommend accessing the same features from the customer/supplier list or within the contact record:
Email using the icon next to the email address in the contact information:
Send an SMS from the timeline:
Recent payments are no longer displayed on customer/supplier payment allocation screen
The recent payments section of the payment allocation screen has been removed. All these details can be found on the contact financial history, including the option to print checks (US) and remittance advice.
Show hide/mapping codes & the IRIS report have been removed
The map code on a account (nominal) code enables you to reference a different code ID than the one assigned by Brightpearl. This could then be used to replace the Brightpearl code throughout the application. However, this feature was no longer fully functional. We took the decision to remove the setting for this option since the alternative is to put your preferred code into the account name and to simply hide the Brightpearl codes (with another setting). The Mapped Trial Balance Report or IRIS Export also used these mapping codes, providing a list of accounts with their balances with the Brightpearl account code and the mapped code. This same report can be achieved using the main trial balance report and including the mapped code (in the filters), so we’ve removed the duplication. Removing code means we can more easily build and test the rest of Brightpearl.
Amazon refunds no longer supported
Now that orders are marked as paid by order_payments each sales channel which creates payments needed to be updated to create order payments instead of sales receipts to ensure that they continued to work. Up until now Amazon has also downloaded sales receipts for refunds, marking the original sales order as unpaid. These refunds could easily be re-allocated to the sales credit within the accounting module. Now that order payments are being created the process Brightpearl the same process would not move the refund from the original order to the credit. The new workflow involved completely reversing what Brightpearl was doing with the refund, and therefore creating additional work for you. Until the handling of Amazon returns and refunds can be improved we have removed this step to save you time.
Customer quick invoice/credit reference
When a customer quick invoice or credit is entered, Brightpearl will generate the invoice reference - just as it would for an invoice created via an order. Previously it was possible to override the invoice reference and enter your own.
Flat Rate VAT (FRV) setting
The way flat rate VAT was handled is not compatible with our new multi-currency functionality. If your account is using FRV you will already have been contacted regarding this change. If you need more help, please contact our support team.
Repeat transactions are no longer supported
The way we currently handle repeat transactions is not compatible with our new multi-currency functionality which introduces the ability to process foreign currency bank transactions. Due to repeat transactions not being widely used and because of our focus on delivering larger improvements, we have decided that we will not develop the repeat transactions feature further at this time.
Obsolete cost price field on POs has been removed
Up until now there has been an extra “cost price list” field on a purchase order which was not used for anything - it is only relevant on sales. This field has now been removed from purchases.
EPOS payment report changes
The POS payment report will now display payments for all orders taken created on that channel (or till). This means that if an order is created on till 1 as set as pending, then recalled on till 2 where payment is taken, the payment will show on the report for till 1.
Remove obsolete setting for cash till
An obsolete setting has been removed for “Cash till account” at Settings > Company > Accounting: Account codes or Nominal codes.
Add new price list from price list selector has been removed
It is no longer possible to add a new price list from the drop-down on a contact. This was added as a trial of the feature to see if this is something that can be introduced across the whole application. We have been concentrating our efforts on more important features and so for the time being we have removed this trial feature.
Channel filter on accounts payable (aged creditors) report has been removed
The channel filter has been removed from the accounts payment (aged creditors) report. This filter was not useful since contacts do not have a channel and invoices for a single contact could have multiple channels, therefore filtering by channel meant that partial balances for contacts were displayed.
Release payment filter & batch action from sales list has been removed
This feature was previously used for marking deferred Sagepay payments as captured (they also had to be marked as captured directly within SagePay). We are currently developing a new app for handling payment gateways which will offer a wider selection of providers plus consistent and improved features. This means that our existing SagePay integration will be migrated into the new version where better handling of deferred payments will be reintroduced. If a deferred payment is taken in SagePay using the current integration it will mark the order as paid straight away. The payment will just need to be marked as captured directly within SagePay.
Bank activity chart has been removed
We discovered that the bank activity chart was hardly used. To ensure we concentrated our efforts on developing multi-currency without trying to maintain old and unused features, we have removed this one. You’ll also notice that the “view transactions” link has changed to “Bank activity” - the name of the report.
|BP-13336||(7) [eBay] Orders Duplicated - single item orders|
|BP-13617||(18) [eBay] Error when trying to access or create eBay listings|
|BP-15348||Each time inventory changes, 2 updates sent to Magento per product|
|BP-15554||Incorrectly trying to pull the supplier from the bundle item itself on batch purchasing orders from a sales order.|
|BP-15778||(2) Customer Discount causes bundle prices to "double"|
|BP-15806||(2) eBay listing widgets not pulling "select option" custom field data correctly|
|BP-15880||(8) [Amazon] - Amazon order download problems for USE1|
|BP-10958||(3) [RM-1] When importing Chart of accounts into US account, accounts are assigned to incorrect account types|
|BP-11616||(2) PDF documents show different Order Row Totals from the Sales Order (in app)|
|BP-11705||State/County not transferred into Sagepay|
|BP-14059||(6) [EPOS] Some orders double allocating and others not allocating at all|
|BP-15311||You can delete the default address of a contact. If you do this for a supplier, it gives a whoops error on advanced fulfil screen.|
|BP-15730||(3) Amazon orders being duplicated across all marketplaces|
|BP-5831||(3) EPOS - will not use the Nominal code assigned to a customer|
|BP-10702||(1) The use of deferred in sagepay direct causes an error message when you use it in the back office - deferred will now create payments straight away read more|
|BP-11215||[VAT] when using a T8 code on a VAT return, when the posting of the VAT reconciliation is done, it includes this value in the journal|
|BP-11273||[VCA] when using a bank payment with T4 this will only show on the return in box 6|
|BPfirstname.lastname@example.org is being seen in the catchall email on a configured SMTP server|
|BP-13571||Not able to add bank account from the accounting menu on US accounts|
|BP-13683||(2) [eBay] sales not respecting 'taxable: no' on products in US tax workflow|
|BP-14236||Setting Amazon order download activation date through the UI is not respected|
|BP-14614||(2) Magento Payments Not Downloading|
|BP-14824||(1) eBay orders downloading with incorrect delivery method|
|BP-15351||[EPOS] Adding MISC item with Tax to EPOS orders adds other items to the order|
|BP-15578||Creation of ghost contact record on contact creation|
|BP-15623||Ability to change customer type by contact update (XLS)|
|BP-15824||Customers can be changed into suppliers (and vice versa) when there are orders against the contact record|
|BP-15625||[DB Update] Submit a data fix to remove ghost contact records|
|BP-15628||Chart of accounts page times out for account bwruk|
|BP-15708||Brightpearl removing 'postage rate tables' shipping methods from listings|
|BP-15731||Unable to download eBay listings with long EAN/UPC numbers|
|BP-15747||Batch drop-ship purchase orders aren't respecting several parent order fields|
|BP-15829||Cannot download eBay order for a bundle containing no stock-tracked items|
|BP-15967||[BigCommerce] Tracking Ref number stopped pushing to BigCommerce from BP since November 18|
|BP-16110||[Auth.net] When payment is taken in BP via the App - it's recorded in Auth.net but in BP the SR journal is not created|
|BP-16149||Prevent user removing shipped items from Drop ship purchase order ( DSPO )|
|BP-16262||Amazon order did not download and no channel alert was produced (account: bathroombubblesltd1)|
|BP-16264||BP allows duplicate Invoice number - Bill number for different Vendors causing wrong balance issues on the Accounts payable report|
|BP-16280||(8) PO remains in partially received state even after being fully received due to multiple batch IDs and manual stock adjustments|
|BP-16302||[EKM] Orders do not download if a shipping address is missing|
|BP-11367||(5) [eBay] Updated shipping methods in eBay are not pulled into the shipping method field in Brightpearl|
|BP-12275||(2) [eBay] Updating QTY also triggers a 'Postage Terms' revision every time|
|BP-12840||(7) [BigCommerce] [EKM] was not updated for the stock when the Purchase order was received|
|BP-13857||(6) Exporting data only exports the first page|
|BP-14350||(7) Product variants no longer showing in variant order|
|BP-14762||(12) The outstanding statement report is showing incorrect values - payment amount is double|
|BP-15017||(11) When updating linked items ticking the Update item without updating the other sisters causes a whoops error|
|BP-15765||(10) Helpdesk tickets are not displaying notes|
|BP-15966||[Shopify] Orders downloading with product lines missing for account cuyana|
|BP-16256||[amazon] Unable to update and save Amazon channel settings: "Unable to update all of your settings."|
|BP-10809||After searching by customer First name cannot reorder the list alphabetically by last name anymore|
|BP-12219||(2) Primary contact name and address should be used as the "invoice to" on a sales order created against a secondary contact|
|BP-12299||(4) When re-invoicing an order when "use today as tax date" is on, old invoice reference is not used|
|BP-12900||(4) Changing Primary contact addresses do not update Secondary contact addresses|
|BP-13558||(2) Exports of accounting reports give an incorrect number of rows, and output format prepends a ' to rows|
|BP-13958||(7) Smart form created in BP the link doesn't load anything on the page when added to the website.|
|BP-15322||(9) When using the Use today as tax date when invoicing it changes the date on the order straight away|
|BP-15466||(6) 'Do refund with SagePay' modal incorrect on sales credits|
|BP-15555||(4) Currency Symbol missing on order totals|
|BP-15856||Sales Tax Detail Report - export displays incorrect date in both xls & PDF format|
|BP-15858||Cannot take Sagepay payments via the portal (vendoremail is invalid)|
|BP-15915||(3) Channels: connected / not connected to filter generates whoops error for connector channels|
|BP-10459||When transferring money by Bank transfer the system is only showing £1 and creating a journal for £1|
|BP-11204||Quick Invoices / Credits Create an Order Reference Number that Generates Whoops Error when Clicked|
|BP-11399||The addition of shipping overwrites the details of the first line of the order - Rubadubltd|
|BP-11785||(1) Ensure that "Product Last Modified" is populated in the Products Table|
|BP-12006||(4) When using the add row on a journal where the last row has been closed the new row is a duplicate of the last row and is closed too|
|BP-12240||The exchange rate calculation is not working correctly on some payments on sales|
|BP-12907||(2) [Shopify] Orders download with incorrect order total amount.|
|BP-13198||(3) [EKM] some payments are not downloading with the orders|
|BP-13352||Reconciled = No filter in general ledger not working correctly|
|BP-14069||When using the Nominal summary report the end balance does not match when running a part period to running a full period - Dreamkayaks|
|BP-14335||Unable to remove creator from a reassigned helpdesk ticket + general improvements|
|BP-14405||(3) When you use the Defer Cost of sales the deferred journal does not keep the channel ID|
|BP-14792||(3) You are unable to ship or edit orders (eg add note) on a order that is in a closed accounting period|
|BP-14941||API Rest searches do not return results for queries with comma character ( ' or %27)|
|BP-15177||(6) [ShipStation] Some line quantities for orders in ShipStation are not the same as the orders in Brightpearl|
|BP-15325||Unable to access SKU tab when editing variants|
|BP-15357||[Shopify POS] - Partial Refunds not downloading to Brightpearl as SC|
|BP-15472||Discount doesn't get applied to purchase orders|
|BP-15532||Sending e-mail from Recent Sales Screen doesn't respect template columns|
|BP-15538||The Bank account is pre-populated on the allocate payment screen|
|BP-15565||Able to retain price list ID assigned to Contact defaults after the Price list ID was deleted on the account|
|BP-15606||Some EKM orders are downloading as cancelled with incomplete customer details.|
|BP-15657||Approving a quote doesn't update the status of the quote when there are no comments in the box|
|BP-15683||Batch invoice POs should show values in order currency|
|BP-15688||LAKSHMI-'Misc' products (IDs 1000 & 1001) have a weight of 100 units|
|BP-15690||In Bank Activity Screen, the Order ID link should take you to the order, not back to the same screen.|
|BP-15691||Updating assignments on orders is inconsistent|
|BP-15694||[API]Large field lengths cause 500/400 errors|
|BP-15715||Drop shipping bundled products not working correctly|
|BP-15717||When using batch dropship and a sales order has 2 lines with the same SKU only 1 line is bright to the Purchase order|
|BP-15740||Delivery Date' shows as '"CHECKOUT_TEXT_DELIVERY_DATE" in Portal|
|BP-15771||(4) Event confirmation email uses Today as start date regardless of actual start date|
|BP-15788||[Amazon] Amazon Canada listings downloaded incorrectly for msginc|
|BP-15790||[eBay] UPC field not available for listings|
|BP-15792||Reference' data doesn't display if the modification reason contains a hash|
|BP-15809||Authorize.net configuration error for account abstiles|
|BP-15830||Negative values submitted within SR POST create overpayment|
|BP-15838||Label printing modal does not render correctly in some resolutions / display sizes|
|BP-15877||Authorize.net error when card post code does not match order post code|
|BP-15930|| - Default Warehouse address not correct on Purchase Orders|
|BP-15945||Whoops error when attempting to delete a primary supplier for existing product(s)|
|BP-15946||Cannot add bundle to order if any of the component SKUs are set to use grid view.|
|BP-15972||(2) [EKM] Orders are downloading with no tax showing on the order|
|BP-15975||SQL error thrown if an apostrophe is found in the address fields for the channel branding|
|BP-16007||Order created via API doesn't use accounts email but back office does|
|BP-16010||[SQL] Webstore functionality still showing in app|
|BP-16022||When filtering the contact list for more than 100 results, the next page of results gives an 'Invalid search query' error|
|BP-16028||[Webhooks] Order status update webhook not firing when updated via clone to PO|
|BP-16037||Can't display more than 50 coupons in a page|
|BP-5052||[DB-update] Expense claims over £10,000 are added as £9,999.99|
|BP-5689||Remittance advice showing incorrect paid amount for purchase credits|
|BP-5755||Filters on reports are showing as blue instead of grey|
|BP-10528||Payment total incorrectly rounded for foreign currency orders.|
|BP-12901||Order total is truncated not rounded|
|BP-5991||Rounding issue with the payment allocation modal on the sales Order|
|BP-10741||(3) Brightpearl apps menu not seen in service account|
|BP-10941||(2) Hide cancelled orders from 'Due to fulfil' screen.|
|BP-11203||Sales Forecast Report does not display subtotals on Sales Status change always 0.00|
|BP-11240||(2) Strange characters on Quote when sending it as HTML for UK customers|
|BP-12059||(2) Using Postcode Lookup for addresses with ampersands (&) in them shows: & after selecting to use the address and error is shown when saving the record|
|BP-12210||[PCF] Custom Fields have the option to change the field type; but this doesn't work|
|BP-12264||Open Sales & Quotes pane on Customers/suppliers displays the invoiced Sales/purchases total prefixed with £ sign even if in foreign currency|
|BP-13030||Sales Tax Detail export does not respect channel filters|
|BP-13064||Supplier remittance doesn't include payment reference|
|BP-13276||Allow adjustment only payment allocations|
|BP-13428||Outstanding statement aging section does not show a value when the balance of a period is 0|
|BP-13579||(7) In order quantity showing 4 decimal places on orders for some accounts|
|BP-14477||MUST: (2) Sales detail report showing incorrect total for certain columns|
|BP-14542||LAKSHMI(2) Dashboard Widgets not displaying in browsers|
|BP-14820||Add address widget for 'country' to template editor|
|BP-14887||Incorrect error message when attempting to receive stock against a PO in some cases|
|BP-15150||Credit card nominal codes not respecting "reconcile" setting|
|BP-15464||Item Cost removed after filtering by datamap|
|BP-15490||Using the < character in the notes on a timeline strips out text|
|BP-15493||Using a carriage return when updating a text area custom field from the recent sales list replaces the carriage return with rn|
|BP-15510||Hitting enter in a search filter causes export instead of a search|
|BP-15540||Inventory audit trail date filter uses the GON created date instead of GON shipped date|
|BP-15542||Non-standard characters break batch goods out note printing|
|BP-15553||Accounting permissions don't fully hide accounting|
|BP-15567||Partial refund on sales credit adds to the total amount|
|BP-15586||Message entered into the batch 'Send Statement' modal on aged debtors (UK) / accounts receivable (US) report does not preserve line breaks|
|BP-15596||Adding Fields to a datamap causes visual bug - appears to add them multiple times|
|BP-15622||Redundant setting for template prices in purchase settings|
|BP-15632||Cloning a sales order does not clone the shipping method|
|BP-16246||Cancelled SI journals are being read / validated when trying to un-invoice orders|
|BP-15711||Drop-ship batch action not releasing stock from SO if fully allocated|
|BP-15745||[Auth.net] erroneous error: 'Bill to Last Name is required'|
|BP-15756||Size issue for batchDSPO modal|
|BP-15768||Changing the invoice reference of a journal does not unclear any previously cleared invoices|
|BP-15795||(3) Apostrophe in template, Payment reference causes 'Whoops error'|
|BP-15800||Receiving non-stock tracked item on sales credit causes whoops error in modal|
|BP-15881||Email content spills out of jQote note template on contact timeline when <table> used|
|BP-15886||Create new Login Page|
|BP-15919||Filtering customer list by credit limit for values > 0 makes the column disappear|
|BP-15949||While creating amazon store system throws an exception|
|BP-15960||[+Datafix] Orders : Remove paymentIsDeferred from order import data map|
|BP-15974||Emails are not generated when a Helpdesk ticket is first created|
|BP-15976||Remove assignment fields from filter on Balance Sheet|
|BP-15978||Remove support for payment allocation with no contact|
|BP-15979||Logo missing from the automatic timeout page|
|BP-15982||Remove ticket delete button|
|BP-15996||The help drop down shows Sales_tel instead of the sales phone number|
|BP-16009||Bank account is blank on quick invoice/bill/credit entry doesn't fail|
|BP-16023||[Datafix] Sales Credit - writing off stock received creates a row in the audit trail without a date|
|BP-16024||_myCompanyAddress_ widget does not respect the Address format specified in the company settings|
|BP-16029||"Show bundle summary on quotes and invoices" also affects purchase orders|
|BP-16083||Allow multiple Creditors lines on a single PI / PC journal|
|BP-16090||Sales menu display wrong label *Customer by tag*|
|BP-16107||Product list sorted with variant info not working with page break|
|BP-16112||When switching on inventory sync - stock should update to Amazon|
|BP-16145||Merchant can break their authorize.net integration by modifying delimiter character|
|BP-16153||Poor language in EPOS popup|
|BP-16164||Stock level shown on 'Stock / Inventory' tab of product record only uses default warehouse inventory level|
|BP-16183||Remove "New" labels in Help menu|
|BP-16193||Misleading Guidance on Order Import Screen|
|BP-16261||Modifications to order date fields|
|BP-16269||Remove auto-clearing PHP code in db_update|
|BP-16365||Allow contact.accountReference (customers_code) to be inserted via the API|
|BP-16389||Multi select dropdowns collapse on first selection and are missing 'check all/uncheck all' options|
|BP-16421||OrderRounding : Order Row POST, PUT, PATCH|
|BP-16452||Remove customer_activity and supplier_activity reports from Reports : Accounts : More|
|BP-1978||Debtors batch Statement Email does not load the template for the second batch|
|BP-4105||Payment allocation screen : If payment total is zero don't require a bank account|
|BP-5094||Zero values from integer fields are not displayed in app|
|BP-6911||(3) Detailed section of statement doesn't appear in emailed PDF after clicking on "Show detailed payments"|
|BP-7131||Sales Receipt POST skips journal_ids|
|BP-7236||Cancelling a journal doesn't save the reason for modification note|
|BP-76||[DSHIP] Drop shipped order price doesn't reflect supplier price break|
|BP-9471||[Accounting] - When correcting a Journal/ transaction by inputting incorrect number (eg: invoice no) throws exception error|
|BP-9760||Payment allocation screen : Negative payments not displaying correctly|
|BP-10608||Cost Tab - The currency symbol is missing under the profit column|
|BP-10676||Statement Dates Default to 1970|
|BP-12379||Overpayment error message shown for no reason|
|BP-16547||Delays or errors in the invoicing process sometimes does not complete serial transactions in the process|
|BP-16493||(5) Cannot access Mailchimp Settings after new App Installation - page times out|
|BP-14840||Order paid via portal do not get updated to 'paid'|
|BP-15879||(2) Bundles do not display price on printed/emailed POs|
|BP-16180||A PO raised for a secondary contact will not allow you to add any products onto the order|
|BP-16172||Batch purchase order creation process does not allow choice of supplier|
|BP-16412||Batch fulfil from alternate warehouse not working|
|BP-15824||Customers can be changed into suppliers (and vice versa) when there are orders against the contact record|
|BP-15882||The Outstanding invoice report is not showing the correct details|
|BP-12072||(5) Incorrect tax calculation on negative prices; minus 0.83 gives tax of +1.83|
|BP-16078||Primary supplier is ignored when using the 'Batch purchase order' function on the sales list|
|BP-16039||Applying a filter to a set of results from the contact notification bar gives incorrect results|
|BP-15574||Bank Reconciliation performance|
|BP-16250||Pagination broken on 'warehouse locations' menu|
|BP-16461||Using a # in audit trail notes breaks the 'i' bubble|
|BP-12948||Sales Detail report data map not returning all columns when exported|
|BP-14899||Blank screen (time-out) when you run a bank reconciliation that has a lot of data|
|BP-8570||(16) When using batch invoice for Purchases orders, when you pay this in the allocate payments Screen, it does not mark orders as paid.|
|BP-16370||Cost reporting incorrect when drop shipping from foreign supplier|
|BP-15057||[Amazon] (6) newly added Amazon listings never downloaded into Brightpearl|
|BP-16191||[Dropship] Marking PO as received then splitting to back order doubles fulfilment|
|BP-16419||(4) [BigCommerce] [Shopify] Newly added products in BigCommerce and Shopify are not downloading into Brightpearl and no channel alerts created|
|BP-15811||(4) re-Saving a DSPOrder changes the shipping status icon to not shipped|
|BP-16234||[Authorize.net] Internal Error when selecting Setup for auth.net App|
|BP-16224||Goods out notes sort order is incorrect|
|BP-15462||(14) Tax calculation for item_gross widget on orders with corrected tax is incorrect|
|BP-8551||(11) Contacts created via integration sales (Magento) can be grouped into company n/a|
|BP-16248||EPOS - When adding products onto an order we DELETE the existing reservation and then POST a new one|
|BP-15872||Sales Order Cost tab - unit breakdown for misc items|
|BP-16546||(16) Unable to e-mail, invoice or credit (Leads to a white screen)|
|BP-16354||(17) [eBay] Unable to edit listings with variations due to GTIN requirements|
|BP-16688||(2) Cannot edit user permissions even if you have required settings enabled|