DRAFT 2023.1 Release Notes

Related to GT-798. KC getting more info.

You can now drag and drop files, including Outlook Office 365 messages and attachments, to attach them to masterfiles and transaction records. Make sure you drop the file directly on the Attach Document icon ().

When using the gtCustomerDeliveryAddress FREE function, you can use the new isPrimary parameter to set a delivery address as the customer's primary address

On the JC Job Maintenance form, numbers higher than a thousand are now displayed with a comma, making it easier to read the number at a glance.

As an MYOB Partner, you can now download Packman version 6.2 from the Greentree FTP site. This includes Packman.exe and Packman.dll. The new version:

• Prevents you from applying test packages to production systems.
• Lets you reduce runtime by skipping Greentree Browser screen optimisation.

These features are only available if you use Packman 6.2 with Greentree version 2023.1 or later.

Test package prevention

You can no longer apply a test package to a production system. To apply a test package to a system, you need to select the Is a test system setting on the Test System tab of the General System Preferences form. This saves you the hassle of clicking through warning messages when applying a test package to a test system.

Skip Greentree Browser screen optimisation

If you have access to Packman menu security, you can use the new Prevent optimisation of browser screens option.

By default, on a system that has Greentree Browser enabled, Packman optimises Browser screens after applying all packages in the Packages directory. If you apply packages individually, then skipping optimisation on all but the last Packman run will reduce runtime.

As a fallback to skipping screen optimisation, you can now start the Initialise Browser Application task from the Task Scheduler form. This does a full rebuild, including screen optimisation.

Packman 6.2 also improves the fallback for skipping relational view generation. You can now use the Rebuild ODBC View HR script with the current setting (include/exclude HR classes).

You can also skip screen optimisation or relational view generation when launching Packman from the command line. To do so, set the new parameters preventBrowserScreenOptimisation and preventRelationalViewGeneration to true. This overrides the the values used in the last Packman run.

• The Windows Designer menu item has been renamed from Designer to Windows Designer. You can access it by going to System > Customisation > Windows Designer. This makes it easier to distinguish it from the Query Designer Manager and Process Flow Designer menu items.

• To make it easier to set up the right email credential service, options on the Email Credential Maintenance form. The Server Type dropdown has been renamed Protocol, and the Exchange option in the dropdown has been renamed to Exchange Web Services.

  If your Exchange server is configured to only allow SMTP, select SMTP in the dropdown. If you want to connect Microsoft Exchange, select Exchange Web Services.

• AUSTRALIA ONLY On the Protected Earnings tab of the HR Module Control form, a row for 2023 has been added to the protected earnings amount table. From 01/01/2023, the protected earnings amount is $456.53.

• It now takes less time to copy or delete a bill of materials. This is especially useful for companies with factories that use the same components to make multiple different products.

The standard HR Pay Summary has been replaced with a new version of the same name that runs noticeably faster – especially for site with many employees and years of payroll.

You can also improve speed for custom HR pay summary reports by using the same new report methods that the new standard report uses.

Before upgrading to 2023.1

If your site has a custom version of the report and it's also called HR Pay Summary, the custom version will be overwritten by the new standard report.

To keep your custom version and improve speed:

1. Before upgrading, export the custom report.
2. After upgrading, rename the new standard report. For example, "HR Pay Summary (standard 2023.1)".
3. Import your custom report.
4. Modify the custom report to use

Improving performance for custom pay summary reports

If you want to improve performance for custom reports, you can use the new report writer methods:

• “Get HR Summary Pays” on Company,
• “Get HR Summary Pays for Batch” on HRPayBatch,
• “Get HR Summary Pays for Pay Group” on HRPayGroup and
• “Get HR Summary Pays for Employee” on HRPerson.

The parameters for these methods variously include ranges for batch number, branch code, employee code, pay date, pay group name and profit centre code. They return unsorted collections of HR pays. The methods apply security checks and are independent of the report’s profiles.

It now takes less time to copy or delete a bill of materials. This is especially useful for companies with factories that use the same components to make multiple different products.

This release updates the Security Confirmation window, which opens when establishing OAuth2 credentials for sending and retrieving emails.

The window now uses a WebView2 browser control, just like when Greentree displays maps, licence information, STP information and eDocs PDFs.

The following note is a bit confusing. It seems like maybe it should be more visible?