Release: 27 September 2026
This update corrects dispensing and fitting details, fixes three stock and cash-up reports that were reporting the wrong figures, carries till cash forward correctly between sessions, stops SMS failing without telling anyone, and clears two faults that crashed a screen outright.
Below is a plain-language summary. Three items change how something behaves — please read Worth knowing at the end before your next stock take or product setup.
Dispensing and fittings
- Pupil distance no longer shows as 0.00 before dispensing — the Fitting Details dialog displayed a PD of 0.00 on an examination that had not been dispensed yet, which read as a real measurement of zero rather than "not captured".
- Fitting Details saves on an invoiced own-frame job — where a patient brought their own frame and the job had already been invoiced, the dialog refused to save at all. It now saves.
- Fitting measurements stay editable after a job is queued — measurements were frozen the moment a job went into the workshop queue, so a correction meant starting again. Only the lens template and the products are locked now; the measurements remain editable.
- Contact lens tax uses your company default — the tax on a contact lens Final Rx was read from a settings screen rather than from the company, so branches could pick up the wrong tax. It now falls back to the company default.
Appointments and the roster
- Clicking the roster books the time you clicked — clicking a slot booked 15 minutes later than the time printed on the row. It now books the labelled time.
- Patients are told when an appointment is cancelled in the book — cancelling an appointment directly in the appointment book sent no notification to the patient.
Patient records
- A bad date inside an ID number warns instead of crashing — typing an identity number containing an impossible date (a 31st in a 30-day month, for example) crashed the form as it tried to work out the birth date. It now warns and lets you carry on.
- Carried-forward examination notes no longer duplicate — notes copied forward from a previous examination could appear twice when the two examinations had been captured under different date formats.
- Re-parenting a patient with an outstanding balance is now controlled — moving a patient under a different main member left their posted balance attached to the old account, so statements and age analysis quietly disagreed with the ledger. This is now blocked for everyday users and allowed for accounting managers, who also have a repair tool for practices already affected.
Pricing and products
- Saving Settings no longer archives your pricelists — opening Settings and saving, without touching anything, could archive every pricelist in the practice.
- A pricelist sync you start by hand always runs — pressing the sync button could be skipped silently if the scheduled sync had already run, leaving staff believing prices had updated when they had not.
- Barcode labels print the full price — a price printed on a barcode label from a stock transfer dropped a decimal, so 150.00 could print as 150.0.
Reports
- Stock Sold By Supplier reports invoiced sales in stock units — the report mixed units of measure and counted movements that were never invoiced, so quantities and values did not agree with what was actually sold.
- Stock Sold By Product Category excludes cost-of-sale lines — those lines were being counted as sales, inflating the category totals.
- The Daily Invoice cash-up balances — takings are now read from the receivable ledger, so the Grand Total reconciles. Cash taken at the till was previously missed, because it does not pass through the same place the report was reading.
- Budgets report per account on the Mini Income Statement — budget figures were only available in total, not per account.
- Several budgets can be duplicated at once — selecting more than one budget in the list and duplicating raised an error instead of copying them.
Cash-up and sessions
- Till cash carries forward when Day End has not been processed — closing a session left the counted cash sitting in the till, but the next session opened asking for a fresh cash count as though the drawer were empty. Where Day End has not yet reconciled that cash, the next session now opens with the amount already in the till as its starting float, because the physical cash has not changed. Once Day End has been processed the next session asks for a fresh count, as it should.
Accounting
- Resetting an entry to draft now unreconciles it — an entry reset to draft stayed reconciled, so the invoice it was matched against still looked settled. Resetting to draft now undoes the reconciliation and records it on the entry, and the invoice reopens as outstanding.
- The lock date warning no longer crashes the screen — when a posting fell outside a lock date, the message that should have explained it crashed the page instead.
Medical aid
- Claim submissions carry the correct default package — the package name sent with medical aid submissions was left blank unless someone set it by hand.
SMS
- SMS no longer fails silently when credentials are missing — where the SMS account details were not filled in, messages sat in the queue indefinitely with nothing shown to anyone. Practices went weeks without realising SMS had stopped. A missing-credentials failure is now recorded against the message and visible in SMS history, and the company's SMS tab shows whether SMS is working right now.
- SMS errors are reported properly — a failure talking to the SMS provider could be swallowed rather than surfaced, and a branch whose record had been archived could report as having no credentials when it did.
Worth knowing
- A product category is now required on the product form. Saving a product without one is no longer possible. Existing products are unaffected, but staff adding a product will now be asked for a category.
- Resetting a journal entry to draft now unreconciles it. This is the correct behaviour and is what the reports above depend on, but if your routine relied on resetting to draft while keeping the match, that match will now be undone and the invoice will show as outstanding again.
- Moving a patient under a different main member is now restricted. If the patient has posted invoices or payments, only an accounting manager can re-parent them. Ask your accounting manager if you need this done — the balance has to move with the patient or your statements will be wrong.
If anything here does not behave as described on your system, please log it with us in the usual way.