Zumzum Financials Releases

Zumzum Financials Knowledge Base

    Overview

    Keep up to date on all the significant releases to the Zumzum Financials Package. Releases are ordered reverse chronologically and grouped by the package release number.

    Zumzum releases a new package to your Salesforce sandbox org every thirty days and then will automatically push an updated package to your Salesforce production org thirty days later. The most current release package will contain the features and fixes added to the previous package releases, including patch releases for a specific version.  This way, you will always be on the latest version of Zumzum Financials.

    If you would like to access any of the packages pushed to your sandbox earlier than the scheduled push date, then contact our team. Please email  case@zumzum.co.uk to contact our support team to request a release package installation link.

    Zumzum Financials Releases

    Zumzum Financials 1.462

    • A new Post quick action has been added to the Bank Transfer lightning record page.  This allows you to post a draft bank transfer created by the Bank Transfer API.  This is a dynamic action so will only appear on the lighting record page if the bank transfer status is draft of approved.
    • A new validation rule has been added to the Bank Transfer object to lock the record from being edited, once the status is changed to posted.
    • Added a new custom permission “Purchase Invoice Quick Action To Post” to the Zumzum Purchase Invoice Post User Permission set to only display the Post Invoice quick action if the user is assigned the permission.
    • Updated the Zumzum Financials Administrator permission set to include the custom permission “Purchase Invoice Quick Action To Post” .
    • The Bank Customer Receipt via the web user interface changed to use  the Sales Invoice ID rather than the Doc ID of the SI Line Ledger to update the Paid Amount
    • Fixed a bug with the rollup summary of a Sales Invoice to ensure Total Paid Amounts are calculated using the SI Number.
    • Added a new Sales Invoice Validation Rule to the Sales Invoice object to prevent the SI Number being changed, once the invoice is posted.
    • Changed the sharing of the Sale Invoice Trigger Handler class to WITHOUT SHARING to resolve a bug with correctly performing the rollup summary of Total Paid Amount the Sales Invoice.
    • Improved the user interface message when creating and editing Journal entries in the web interface.
    • Fixed a bug with the Bank Allocate Credits & Payments web user interface to allocate supplier payments and credits with the Purchase Invoice ID.
    • Fixed a bug with the Bank Allocate Credits & Payments web user interface to allocate customer receipts and credits with the Sales Invoice ID.
    • Fixed a bug with the Unpost Journal feature, to prevent unposting of a journal, dated prior to the Account Lock Date.

    Zumzum Financials 1.461

    • Internal system tools updates only.

    Zumzum Financials 1.460

    • Fix a bug with the Bank Reconcile web user interface to avoid the too many SOQL queries error when retrieving the Bank Balance.

    Zumzum Financials 1.459

    • Added a new  Lightning Report for Accounts Receivable
    • Added a new  Lightning Report for Accounts Payable
    • Fixed a bug with the Calc Net Button on the Purchase Order new/edit pages.
    • Added a spinner to the Mass Post Sales Invoices  Post button to ensure a user is only able to click once.
    • Fixed a bug on the VAT Return which crashed the VAT Reconcile process when the Email Deliverability is set as no Access/System Emails only.
    • Added a new PostInvoices method to the Sales Invoice API  to post invoices in synchronous mode

    Zumzum Financials 1.458

    • Deleted a duplicate “Box 5 – UK Standard VAT Accounting” that is not used on the VAT Dashboard.
    • Fixed a security vulnerability in the generate Expense Sheet PDF View Visualforce page.
    • Deprecated and removed the redundant AutoCompleteTest Visualforce page (for internal use only)
    • Deprecated and removed the public Visualforce component AutoComplete. This component was only ever used on the redundant AutoCompleteTest Visualforce page (for internal use only).

    Zumzum Financials 1.457.2

    • Deprecated and removed the redundant AutoCompleteTest Visualforce page (for internal use only)

    Zumzum Financials 1.457.1

    • Deprecated and removed the public Visualforce component AutoComplete. This component was only ever used on the redundant AutoCompleteTest Visualforce page (for internal use only).

    Zumzum Financials 1.457

    Zumzum Financials 1.456.2

    • Bug fix to the Lightning Web Component (LWC) to resolve the issue of the   Bank Reconciliation record being recalculated when selecting “Reconcile”.

    Zumzum Financials 1.456.1

    Zumzum Financials 1.456

    • Resolved a bug with editing a VAT Return, with “Including Late Returns” selected caused an error.
    • Added a new field to the Ledger object for use with Salesforce Lightning reports, called “Report_Account_Has_Open_Balance”.
    • Added a new report in the Zumzum Financials Report Folder: Control Chasing Report.
    • Added a new report in the  Zumzum Financials Report Folder: Profit and Loss Report By Company.
    • Added a new report in the Zumzum Financials Report Folder: Profit and Loss Report By Company By Period.
    • Bug fix to correctly create Journal line items with Dimensions from  Revenue Recognition transactions related to Sales Invoices.

    Zumzum Financials 1.455.5

    • Bug fix to the Lightning Web Component (LWC) to resolve the issue of the   Bank Reconciliation record being recalculated when selecting “Reconcile”.

    Zumzum Financials 1.455.4

    Zumzum Financials 1.455.3

    • Bug fix to correctly create ledger records with Dimensions, from  Journal line items created from  Revenue Recognition transactions related to Sales Invoices.

    Zumzum Financials 1.455.2

    • Bug fix to resolve a SOQL query limit on edit of the VAT Return where the org has a large data volume.

    Zumzum Financials 1.455.1

    • Bug fix to correctly create Journal line items with Dimensions from  Revenue Recognition transactions related to Sales Invoices.

    Zumzum Financials 1.455

    Zumzum Financials 1.454

    • Updated the Aged Payables Report on the Financial Reports tab with a new title of Aged Payables Aging Report.
    • Improved the error handling and user interface when a user attempts to edit ledger records.
    • Added better handling of large data volumes for the Aged Payables Report on the Financial Reports tab.
    • Bug fix to correctly post Journals when selecting the Post button on the view Journal page.

    Zumzum Financials 1.453

    • Updated the label of the Aged Receivables Report on the Financial Reports tab to  “Aged Receivables Aging Report”.

    Zumzum Financials 1.452.5

    Zumzum Financials 1.452.4

    • Bug fix to prevent a user clicking the Save button on the Bank Reconciliation screen once it’s already clicked.

    Zumzum Financials 1.452.3

    • Bug fix to prevent a user clicking the Reconcile button on the Bank Reconciliation screen once it’s already clicked.

    Zumzum Financials 1.452.2

    Zumzum Financials 1.452.1

    Zumzum Financials 1.452

    • New Feature: Enable Mass Posting of Sales Invoices from a Salesforce list view.
    • The Bank Reconcile screen now supports sorting transactions by Date and Transaction Type.
    • Added a new Sales Invoice Validation Rule to prevent the creation of a new Sales Invoice when the account is On Hold.
    • Updated the Zumzum Financials Account Page Layout with reorganised sections, fields and related lists.
    • Account Billing Contact field – updated related list name to “Account Billing Contact” A user is no longer able to delete a Contact record if the contact is in the Account Billing Contact field.
    • Updated the Bank Receipt Page Layout with reorganised sections, fields and related lists.
    • Created a new Bank Receipt lightning record page.
    • Updated the Control Account Control Accounts Page Layout with reorganised sections, fields and related lists.
    • Updated the Journal Page Layout with reorganised sections, fields and related lists.
    • Updated the Journal Line Item Page Layout with reorganised sections, fields and related lists.
    • Updated the Sales Order Page Layout with reorganised sections, fields and related lists.
    • Updated the Sales Order Line Item Page Layout with reorganised sections, fields and related lists.
    • Updated the Sales Invoice Page Layout with reorganised sections, fields and related lists.
    • Updated the Sales Invoice Line Item Page Layout with reorganised sections, fields and related lists.
    • Updated Zumzum Financials Contact Layout – updated layout fields, sections and related lists.
    • Deprecated Control Account custom field label Nominal Account.
    • Deprecated the Sales Invoice  field Purchasing Contact.
    • Added new rollup summary functions for Total Debit and Total Credit fields and added to the Journal page layout.
    • Created a new Bank Receipt lightning record page.
    • Updated the Real-time VAT Liability – UK Standard VAT Accounting Dashboard Box 3 and Box 5 titles.
    • Fixed a bug with the Expense Sheet  – Purchase Invoice now sets the Invoice Due Date correctly with the Expense sheet conversion to Purchase Invoice.
    • Fixed a bug with the Expense Sheet to prevent a user manually editing the Total Tax or Total Gross fields.
    • Account Billing Contact field – updated related list name to “Account Billing Contact” A user is no longer able to delete a Contact record if the contact is in the Account Billing Contact field.
    • Opportunity Opportunity Primary Contact field – updated the related list name to  Opportunity Primary Contact”. User is no longer able to delete a Contact record if the contact is in the Opportunity Primary Contact field.

     

    Zumzum Financials 1.451

    Zumzum Financials 1.450

    • Removed from the package the deprecated Expense Sheet Layout v1.60.
    • Removed from the package the deprecated Ledger Layout v1.65.

    Zumzum Financials 1.449

    • Removed from the package the deprecated Currency Rates layout.

    Zumzum Financials 1.448

    • Various bug fixes.

    Zumzum Financials 1.447

    • Fixed a bug with the Sales Credit Customer Refund quick action.

    Zumzum Financials 1.446

    • Updated profit and loss formula currency in Balance Sheet Lightning report.
    • Fixed a bug with the VAT Return to prevent and error with large data volumes.
    • Fixed a bug with the Bank Customer Refund API so that the Bank Payment Line Item field is now completed on the ledger record.

     

    Zumzum Financials 1.445

    • Bug fix to the Bank Customer Receipt API error in allocating customer receipt to a Sales Invoice for orgs with greater than 200,000 ledger records.
    • Bug fix to the Bank Supplier Payment  API error in allocating supplier payments to a Purchase Invoice for orgs with greater than 200,000 ledger records.
    • Bug fix to the Bank Reconcile grid to ensure selected rows are calculated correctly for the header, prior to saving the record.

     

    Zumzum Financials 1.444

     

    Zumzum Financials 1.443

    • Add a new feature to the Revenue Recognition process. An error message is displayed if a user or API attempts to post a Sales Invoice with a revenue recognition date earlier than the Lock Date.
    • New Lightning reports for Trial Balance added to the Zumzum Financials report folder;
      • Trial Balance
      • Trial Balance Dimension 1
      • Trial Balance Dimension 1 and 2
      • Trial Balance by Company
      • Trial Balance by Company Currency
    • New Lightning report for Profit and Loss by Period Dimension1 added to the Zumzum Financials report folder
    • Sales Invoice Custom Field “Type” now has “Sales Invoice” as it’s default value.
    • New feature added to the VAT Return so that if the VAT Return is “HMRC Filed” the user is prevented from submitting the failed VAT return again.
    • Fixed a bug with the Sales Invoice API when creating or updating a draft Sales Invoice  the Revenue Recognition Rule is correctly added to Sales Invoice Line Item.
    • The Allocate to Sales Credit field is deprecated on the Sales Credit Customer Refund quick action.  All customer refunds from the Sales Credit are always allocated to the Sales Credit which initiated the Customer Refund.

     

    Zumzum Financials 1.442

     

    Zumzum Financials 1.441

     

    Zumzum Financials 1.440

    • Updated all Lightning record page metadata to support the release of Dynamic Lightning Pages.
    • Bank Reconciliation now only loads bank accounts which have a Nominal Code associated to them to avoid an error.
    • Added Post button and quick action to the Journal Page Layout and Journal Multi Currency Page Layout.
    • Granted read/write access to Expense Sheet and Expense Sheet Detail field on Zumzum Purchase Invoice User Permission Set.
    • Dimension__c field change label to ZZ Deprecated on Purchase Invoice object.

     

    Zumzum Financials 1.439

    • Customer Refund Quick Action on Sales Credit increased in size and now shows product on line items.
    • Fix to eliminate Apex Page Message errors in the Sales Invoice API.
    • Fix to trigger Revenue Recognition Schedules on posting sales invoices via the Sales Invoice API
    • Dimension field on Sales Invoice object is relabeled to ZZ Deprecated
    • Added new Zumzum PayTabs Guest User permission set for the PayTabs Payment Gateway.

     

    Zumzum Financials 1.437

    • Sales Credit Customer Refund Quick Action
      • Last screen does not have a transparent background to modal.
      • Line item grid shows relevant fields.
      • Increased screen size by two times.
    • Bug fix for the Bulk Allocate Customer Balances method in the Bank Allocate Credits and Payments API.
    • Added “Supplier Account” to Expense Sheet Field Set.

     

    Zumzum Financials 1.436

    • Minor bug fixes

    Zumzum Financials 1.435

    • Minor bug fixes

    Zumzum Financials 1.434

    • Minor bug fixes

    Zumzum Financials 1.436

    • Minor bug fixes

     

    Zumzum Financials 1.427

     

    Zumzum Financials 1.426

    • Bug fix to the Expense Sheet API to correctly insert the Expense Sheet ID on the Purchase Invoice.

     

    Zumzum Financials 1.425

    • Minor bug fixes

     

    Zumzum Financials 1.424

    • New custom metadata setting to configure the Batch Size settings for the Post Sales Invoice API.

     

    Zumzum Financials 1.423

     

    Zumzum Financials 1.422

    • Addition of FOR UPDATE to Zumzum Account Trigger to prevent record locking issues with data imports.
    • Fix to Zumzum Financials Admin permission Set to view the Bank Reconciliation  screen correctly.

     

    Zumzum Financials 1.421

     

    Zumzum Financials 1.420

     

    Zumzum Financials 1.419

    • Minor bug fixes

     

    Zumzum Financials 1.418

    •  Inherited Sharing for Sales Invoice Post Service.

     

    Zumzum Financials 1.417

     

    Zumzum Financials 1.416

    • Minor bug fixes

     

    Zumzum Financials 1.415

    • Minor bug fixes

     

    Zumzum Financials 1.414

    • Minor bug fixes

     

    Zumzum Financials 1.413

    • Minor bug fixes

     

    Zumzum Financials 1.412

     

    Zumzum Financials 1.410

     

    Zumzum Financials 1.409

    • Minor bug fixes

     

    Zumzum Financials 1.408

    • Minor bug fixes

     

    Zumzum Financials 1.407

     

    Zumzum Financials 1.406

    • The Sales Credit Customer Refund quick action now supports the ability to store a”Reference” to the Bank Payment and Ledger entries.
    • A new option is available in the Sales Credit Customer Refund user interface to “Allocate To Sales Credit”.

     

    Zumzum Financials 1.405

    • Minor bug fixes

     

    Zumzum Financials 1.404

    • Minor bug fixes

     

    Zumzum Financials 1.403

    • Minor bug fixes

     

    Zumzum Financials 1.402

     

    Zumzum Financials 1.401

     

    Zumzum Financials 1.400

    • Minor bug fixes

     

    Zumzum Financials 1.399

     

    Zumzum Financials 1.398

     

    Zumzum Financials 1.397

     

    Zumzum Financials 1.396

    • Minor bug fixes

     

    Zumzum Financials 1.395

    • Minor bug fixes

     

    Zumzum Financials 1.394

     

    Zumzum Financials 1.393

    • Fix to post Sales Invoice.

     

    Zumzum Financials 1.392

    • Fix an issue on the Purchase Order page to load the tax rate correctly on the purchase order line item. 

     

    Zumzum Financials 1.391

    This release includes the Journal Import Wizard.

     

    Zumzum Financials 1.390

     

    Zumzum Financials 1.389

    • Minor bug fixes

     

    Zumzum Financials 1.388

     

    Zumzum Financials 1.387

    • Fix error with the Sales Invoice API, when posting a sales invoice as a community. 
    • The Expense Sheet API, Convert Expense Sheet to Purchase Invoice  now links to Expense Sheet and Expense Sheet Details.
    • Convert Expense Sheet to Purchase Invoice saves Expense Sheet Detail Dimensions to Purchase Invoice Line item.

     

    Zumzum Financials 1.386

    • Minor bug fixes

     

    Zumzum Financials 1.385

    • Minor bug fixes

     

    Zumzum Financials 1.384

    • Minor bug fixes

     

    Zumzum Financials 1.383

    • Minor bug fixes

     

    Zumzum Financials 1.382

     

    Zumzum Financials 1.381

     

    Zumzum Financials 1.380

    • Minor bug fixes

     

    Zumzum Financials 1.379

    • Validation on purchase invoice unique name validation.

     

    Zumzum Financials 1.378

     

    Zumzum Financials 1.377

     

    Zumzum Financials 1.376

    • Minor bug fixes

     

    Zumzum Financials 1.375

    • Minor bug fixes

     

    Zumzum Financials 1.374

     

    Zumzum Financials 1.373

     

    Zumzum Financials 1.374

    • Minor bug fixes

    Zumzum Financials 1.373

    • Minor bug fixes

    Zumzum Financials 1.372

    • Minor bug fixes

    Zumzum Financials 1.371

    • Minor bug fixes

    Zumzum Financials 1.370

    • Minor bug fixes

    Zumzum Financials 1.369

    • VAT Calculation fixes in new and edit controller.

    Zumzum Financials 1.368

    • Minor bug fixes

    Zumzum Financials 1.367

     

    Zumzum Financials 1.366

     

    Zumzum Financials 1.365

    • Minor bug fixes

     

    Zumzum Financials 1.364

    • Fix bug on Company Setup where chosen custom templates regularly reset back to default after changing.

     

    Zumzum Financials 1.363

    • Minor bug fixes

     

    Zumzum Financials 1.362

     

    Zumzum Financials 1.361

    • Minor bug fixes

     

    Zumzum Financials 1.360

     

    Zumzum Financials 1.359

    • Minor bug fixes

     

    Zumzum Financials 1.358

    • Minor bug fixes

     

    Zumzum Financials 1.357

    • Minor bug fixes

     

    Zumzum Financials 1.358

    • Minor bug fixes

     

    Zumzum Financials 1.357

    • Minor bug fixes

     

    Zumzum Financials 1.358

    • Minor bug fixes

     

    Zumzum Financials 1.357

    • Minor bug fixes

     

    Zumzum Financials 1.356

    • Minor bug fixes

     

    Zumzum Financials 1.355

    • New custom permissions for LWC visibility based on profile launched.
    • Fixed a bug to correctly sage the Description of a Payment Request to the “Transaction Description” field.
    • Feature to allow enable or disable tokenization in the PayTabs Payment Gateway. 
    • New Validation Rule to enforce a contact on Sales Order.
    • Various minor bug fixes.

     

    Zumzum Financials 1.353

    • Minor bug fixes

     

    Zumzum Financials 1.352

    • Minor bug fixes

     

    Zumzum Financials 1.351

    • Minor bug fixes

     

    Zumzum Financials 1.350

    • Minor bug fixes

     

    Zumzum Financials 1.349

    • Minor bug fixes

     

    Zumzum Financials 1.348

    • Minor bug fixes

     

    Zumzum Financials 1.347

    • Minor bug fixes

     

    Zumzum Financials 1.348

    • Minor bug fixes

     

    Zumzum Financials 1.347

    • Minor bug fixes

     

    Zumzum Financials 1.346

    • Minor bug fixes

     

    Zumzum Financials 1.345

    • Minor bug fixes

     

    Zumzum Financials 1.344

    • Minor bug fixes

     

    Zumzum Financials 1.343

    • Minor bug fixes

     

    Zumzum Financials 1.342

    • Payment Method object launched for PayTabs Payment Gateway.
    • Various performance improvements to the PayTabs Payment Gateway.

     

    Zumzum Financials 1.341

    • New Zumzum Purchase Invoice  Delete permission set launched.
    • New Zumzum Purchase Order  Delete permission set launched.
    • New Zumzum Sales Invoice  Delete permission set launched.
    • New Zumzum Sales Order Delete permission set launched.
    in Zumzum Releases