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 1.457

Bug fix to the Lightning Web Component (LWC) to resolve the issue of the Bank Reconciliation record being recalculated when selecting “Reconcile”.
Bug fix to resolve a lock error on edit of a Bank Reconciliation record.
Renamed the Aged Receivables report icon on the Financial Reports tab to Aged Receivables Aging.
Renamed the Aged Payables icon on the Financial Reports tab to Aged Payables Aging.
The VAT Return Lightning Record Page Path component has been updated to be read only.
Security updates to many Visualforce pages and Apex controller classes.
New Bank Transfer Lightning Record Page available for both desktop and mobile.
The VAT Return has new wording on boxes 2, 4, 8 and 9 to meet the HMRC changes required for Postponed VAT Accounting (PVA).
The VAT Audit Report has new wording on boxes 2, 4, 8 and 9 to meet the HMRC changes required for Postponed VAT Accounting (PVA).
The Real-time VAT Liability Dashboard & Reports are changed with new wording on boxes 2, 4, 8 and 9 to meet the HMRC changes required for Postponed VAT Accounting (PVA).
Launch of a new Bank Transfer API – A Global class for integration and automation of Bank Transfer transactions in Zumzum Financials.
The Purchase Invoice Lightning Record Page Approval History component visibility is updated to only show when approvals are pending.
Updated the Sales Invoice Status field picklist value from Pending Approval to Pending, to be better aligned with Salesforce status fields.

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

Bug fix to resolve a lock error on edit of a Bank Reconciliation record.

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

Bug fix to resolve a lock error on edit of a Bank Reconciliation record.

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

Bug fix to correctly post revenue recognition journals with the Sales Invoice API as a Salesforce Guest User Profile
Bug fix to prevent a user clicking the Save button on the Bank Reconciliation screen once it’s already clicked.
Bug fix to prevent a user clicking the Reconcile button on the Bank Reconciliation screen once it’s already clicked.
Bug fix to the Sales Invoice API to improve the support of Salesforce Guest User Profile posting sales invoices.
Enhanced the support for the new Salesforce Guest User Security Policies to allow the creation of sales invoices with the Sales Invoice API.

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

Bug fix to correctly post revenue recognition journals with the Sales Invoice API as a Salesforce Guest User Profile

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

Bug fix to the Sales Invoice API to improve the support of Salesforce Guest User Profile posting sales invoices.

Zumzum Financials 1.452.1

Enhanced the support for the new Salesforce Guest User Security Policies to allow the creation of sales invoices with the Sales Invoice API.

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

Bug fix to the edit Sales Invoice page to fix an issue which duplicated sales invoice line items when related to a Sales Order.
Deprecated the Nominal Account Layout v1.63

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

Bug fix to the Sales Invoice API when Posting a Sales Invoice – Revenue Recognition journals now post correctly.
Bug fix to ensure Purchase Invoice creation works correctly with orgs with greater than 200,000 ledger records.

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

Renamed the Total Amount to “Total Gross” on the Purchase Invoice Line Item
Purchase Invoice “Total Amount” is deprecated from the Purchase Invoice Import Template
Post Invoices list button deprecated on the Purchase Invoice Tab.
Sales Credit Customer Refund Quick Action amount is limited to the Foreign Unpaid Amount of the line items.
Sales Credit Customer Refund Quick Action supports adding a custom “Posting Date”.
The Sales Invoice Currency Rate, Transaction Currency and Company Currency rates fields have a default value of 1.000000 to ease with Sales Invoice data imports.

Zumzum Financials 1.441

Added Revenue Recognition Schedule field to the related list as the first field on Sales Invoice Layout Multi Currency.
Bug fix for the Sales Credit Customer Refund Quick Action

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

New Bulk Allocate Customer Balances support in the Bank Allocate Credits and Payments API.
New Bulk Allocate Supplier Balances support in the Bank Allocate Credits and Payments API.
New information available in the Bank Reconciliation screen at the row grouping level.

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

Updated Zumzum Financials Administrator Permission Set for the Sales Credit Customer Refund.
New feature to Unallocate Payment on a Bank Payment.

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

Edit Sales Invoice supports the Zumzum Accounting Customer metadata setting.
Fix to Sales Invoice to return to the transaction page after the Post button is selected.
Fix to Bank Allocate Credits and Payments to Invoice screen to support the Zumzum Accounting Customer metadata setting.
Fix to the Sales Credit Customer Refund quick action to support the Zumzum Accounting Customer metadata setting.
New lightning report for Profit and Loss.
New Lightning report for Balance Sheet.

Zumzum Financials 1.420

Changed to Inherited Sharing for the Sales Invoice Post Service API.
The Expense Sheet API will insert the Supplier Account from the Expense Sheet to the Purchase Invoice when converting..

Zumzum Financials 1.419

Minor bug fixes

Zumzum Financials 1.418

Inherited Sharing for Sales Invoice Post Service.

Zumzum Financials 1.417

Updated three additional internal classes to support Inherited Sharing with the Sales Invoice Post Service API.

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

Fixed converting Expense Sheet to Purchase Invoice error.
Fixed Bank Reconcile View State Error.
Additional Apex Classes and Visualforce Pages added to the Zumzum Financials Admin Permission Set.
Bank Supplier Payment optimisation and stability updates.

Zumzum Financials 1.410

Updated the Bank Reconciliation screen to avoid the heap size error.

Zumzum Financials 1.409

Minor bug fixes

Zumzum Financials 1.408

Minor bug fixes

Zumzum Financials 1.407

Resolved an issue with the Amount when converting and Expense Sheet to a Purchase Invoice.

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

Journal Import Wizard now supports importing records using the Nominal Code Name and Tax Rate Name.
The Expense Sheet API now stores the “Supplier Account” on the Expense Sheet header (taking the data from user.contact.accountid) and enabling more customisation in the future.
New Bank Customer Refund API is available.
New feature launched for Sales Credit Customer Refund quick action.

Zumzum Financials 1.401

The Journal Import Wizard now supports Nominal Code Name and Tax Rate Name from csv.

Zumzum Financials 1.400

Minor bug fixes

Zumzum Financials 1.399

New method for the Expense Sheet API to convert an Expense Sheet to a Purchase Invoice
Bank Reconcile screen bug fixes.
New Sales Invoice Customer Type validation rule.

Zumzum Financials 1.398

Performance improvements to the Bank Reconcile .
Update to the Real-time VAT Liability Dashboard to Box 5 and Box 3.
Various code quality improvements.

Zumzum Financials 1.397

New feature to allow a custom field and field value to be used for defining a Zumzum Accounting Customer .
New feature for Sales Credit Customer Refund.

Zumzum Financials 1.396

Minor bug fixes

Zumzum Financials 1.395

Minor bug fixes

Zumzum Financials 1.394

Bug fix to Purchase Invoice page to fix view state error.
Optimisation of the edit Purchase Invoice page.

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.

The Journal Import Wizard now supports using the Nominal Account Code rather than the Nominal Account ID.
The Journal Import Wizard now supports using rather than the Nominal Account ID.

Zumzum Financials 1.390

Bug fix for tax value not updating on edit Sales Invoice.

Zumzum Financials 1.389

Minor bug fixes

Zumzum Financials 1.388

Purchase Invoice API Bug fix to resolve a too many SOQL errors when posting in a loop.
New Batch Post Purchase Invoices API method.
New Batch Create Bank Customer Receipts added to the Bank Customer Receipts API.

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

Custom Fields API Wrapper is not available in the Journal API.
New Supplier Refunds to Purchase Credits Allocations method available in the Bank Allocate Credits And Payments API.
New Customer Refunds to Sales Credits Allocations method available in the Bank Allocate Credits And Payments API.

Zumzum Financials 1.381

The Bank Customer Receipt API now supports the API Custom Fields Wrapper.

Zumzum Financials 1.380

Minor bug fixes

Zumzum Financials 1.379

Validation on purchase invoice unique name validation.

Zumzum Financials 1.378

The Sales Invoice API now supports the API Custom Fields Wrapper.

Zumzum Financials 1.377

Fixed a multi currency issue on Purchase Requisition.

Zumzum Financials 1.376

Minor bug fixes

Zumzum Financials 1.375

Minor bug fixes

Zumzum Financials 1.374

Resolved an Apex Page Message in the Purchase Invoice API.
New Supplier Payment on Account method in the Bank Supplier Payment API.
Minor bug fixes to the Bank Receipt API.

Zumzum Financials 1.373

New Allocate Purchase Credit to Purchase Invoice in the Bank Allocate Credits And Payments API.
New Allocate Purchase Payment on Account to Purchase Invoice
in the Bank Allocate Credits And Payments API..
New Allocate Sales Credit to Sales Invoice in the Bank Allocate Credits And Payments API.
New Allocate Sales Payment on Account to Sales Invoice in the Bank Allocate Credits And Payments API.

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

New Purchase Invoice Field Sets available on the Purchase Invoice and Purchase invoice Line Items.
New Bank Customer Receipt API launched.
New Bank Supplier Payment API launched.
https://www.zumzum.co.uk/knowledgebasezumzum/bank-supplier-payment-api/

Zumzum Financials 1.366

New Expense Sheet Field Sets for Expense Sheet and Expense Sheet Details launched.

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

New feature to allow the renamed of Nominal Categories Names launched.
New Bank Receipt API launched.

Zumzum Financials 1.361

Minor bug fixes

Zumzum Financials 1.360

New Sales Invoice Field Sets launched for Sales Invoice and Sales Invoice Line Items. .
New Purchase Invoice API release:

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.

Last Updated: 2 weeks ago in Zumzum Releases