Release: 9 November 2026
Below is a plain-language summary. One item changes how something behaves — please read Worth knowing at the end before your next month-end.
Examinations and dispensing
- Fitting Details flags a lens that is not in stock, and a new practice setting decides whether that is a warning you can work past or a block. Nothing was said at the bench before, so a shortage surfaced only once the job reached the workshop.
- The Binocular Status tab sits next to Refraction, following the order an examination is actually worked in rather than sitting last.
- The dispensing sheet shows whether a contact lens script is Trial or Final — the two read identically on the sheet before.
- Trial contact lens carry-forward can be switched on or off per practice. Carry-forward arrived in the October update; a practice that would rather start each examination clean can now turn it off.
- Job Card Mobile and Phone write through to the patient record — a number corrected on the job used to stay on the job.
Job Cards
- A job’s Physical Location is shown only to administrators — it was visible to everyone and meant nothing to most of them.
Point of sale
- The patient’s medical aid is captured and shown at the till, so whoever takes the payment can see it without opening the patient record.
- Add to Job Queue shows the real Fitting Details error — a missing measurement reported itself as a generic failure, which gave no clue what to fix.
Reports
- New: Patient Return Rate by last examination year — how many patients come back, and when.
- New: Stock On Hand, under Clinical → Reporting so clinical staff can run it rather than only the stock team. Stable product codes, per-unit totals and a grouped PDF.
- Aged Partner Balance splits Debit and Credit into separate columns.
- Age Analysis (Patient Based) prints to PDF again — it failed outright before.
- The Medical Aid Mix report no longer fails on dependants.
- Five stock reports were rebuilt for the stock valuation used in Odoo 19, which the previous versions could no longer read.
Invoicing and payments
- Credit-note returns validate on their own, and scrap is handled line by line.
- The reason typed into the credit note wizard carries onto the credit note itself, where it used to be dropped.
Medical aid
- Authorisation codes are validated per invoice, so creating several invoices at once no longer fails as a batch.
Patient portal
- Quotes for walk-in patients — a quote can be built and sent without working through a full examination first.
- Staff notes, with a proper note thread on the patient, examination and invoice screens: internal, attributed, dated, and kept with the record.
- Repurchase an invoiced examination — a patient who wants the same spectacles again does not need the examination redone.
- The patient’s account position shows on the portal screens, and a Problem Account can be flagged from the patient page.
- New: a Daily Invoices report on the portal.
New integrations
- A Xero connector for practices on Xero (Community Edition), with guided organisation setup so the chart of accounts, tax rates and contacts line up before anything syncs.
- Bulk WhatsApp sending to an existing contact list — recalls, promotions or practice notices.
Worth knowing
- A validated invoice or bill can no longer be deleted. This is the item most worth knowing before your next month-end: once a document is validated it must be reversed or credited rather than removed. Only a document that was never posted can still be deleted.
- The patient portal items above apply only to practices using the portal. If yours does not, everything else here still applies.
- The Personal Recalls menu is visible again, where it had disappeared from the Clinical menu.
If anything here does not behave as described on your system, please log it with us in the usual way.