Release History

Change log and improvements made over time indicating the software version in which it occurred.


Gestix 6.1.3 ERP+CRM

  • Search for document amount from Dashboard - Comprehensive Search activated [6.1.3]
  • Presentation of the totals before discounts, in sales documents. [6.1.2]
  • Encomenda Cliente nos Docs. Compras [6.1.2]
  • Lista de projetos visível na ficha do cliente [6.1.2]
  • Woocommerce plug-in V2 [6.1.2]
  • Gestix API "stock" command to update articles file (wg1-plugin related) [6.1.1]
  • Dark tasse theme for Gestix [6.1.1]
  • Barcode print server for Zebra printers [6.1.1]
  • New improved, even more fluid user interface [6.0.2]
  • Revisão nova interface gestix 6.0.01 [6.0.2]
  • Equipment recovery with IMEI - Serial Number [6.0.1]
  • POS, til input: combination of Unit Price, QUantity and Discount inputs [6.0.1]
  • Poder alterar IMEI (n serie) produto através do menu N. Série - Manager [6.0.1]
  • Melhoria da capacidade de personalização de impressos fiscais por CSS + HTML [6.0.1]
  • Sales Force Access Control testing/revision [6.0.1]
  • Permitir indicar o valor total a pagar ao escolher documentos para recibo [6.0.1]
  • Improved Customer management on the POS [6.0.1]
  • Batch Numbers Listing by Customer [6.0.1]
  • New Article type Service - Migrate services to products that don't have stock [6.0.1]
  • New type of custom field in the Attributes menu to be filled when adding customer in invoice [6.0.1]
  • Imprimir etiq. barcodes/cod. barras na compra, transf., entr. e ficha artigo [6.0.1]
  • Listagem de artigos - Extrato de movimento [6.0.1]
  • Google Chrome 65 not printing POS receipt (hidden iframe issue) [5.7.1]
  • Manage Batch Quantity by warehouse (same batch ID in different warehouses) [5.6.2]
  • Unique features exclusively on Gestix Cloud Editions [5.5.6]
  • Send document by email in all Gestix Editions [5.5.6]
  • Recognition of taxpayer tax numbers registered in VIES [5.5.6]
  • Management of repairs - repair order gives rise to the worksheet in turn gives rise to invoice [5.5.6]
  • For more comprehensive article search mode put value 1 in the parameter "usr_coarse_search" [5.5.6]
  • Point of Sales - Promos of the type buy X units get Y free [5.5.6]
  • Articles Listing by Margin - enable filtering by Customer [5.5.5]
  • Dashboard Gestix with general and document search in all Gestix editions [5.5.4]
  • Bulk Edit documents: enable closing multiple quotes at once [5.5.4]
  • Compras, aviso se repetido, doc mesma série e mesma V/Ref. / ficha f. mesmo NIF [5.5.4]
  • Motivos de isenção de IVA: melhorar experiência do utilizador [5.5.4]
  • Consignment invoice automatically replacing VAT where applicable [5.5.3]
  • Return obtained the value of the customer's price list and not the value of the source document [5.5.3]
  • Search Article in several series in the menu Purchasing / Billing, etc. [5.5.3]
  • Do not allow delete invoiced contracts unless closed [5.5.3]
  • Show balance in SAF-T menu vs Invoicing Fiscal Report Listing [5.5.3]
  • Make PL / GT from order * without closing (* Proposal / Quote, Estimate) [5.5.3]
  • Enable saving Order as a draft document [5.5.3]
  • Picking list no prices - check Shipping & Handling amount is hidden as well [5.5.3]
  • AT ID / Código AT print in same font as the Shipping details [5.5.3]
  • Generation of ATM references and other means of electronic payment [5.5.3]
  • Assign Tax Exemption Reason automatically on Document Import (add option) [5.5.3]
  • Automatic Billing Per Document with 0% VAT assuming pre-defined reason [5.5.3]
  • Invoice in foreign currency: always include countervalue Base Currency [5.5.3]
  • Contract billing - pending invoice - Calculate Due Date accordingly [5.5.3]
  • Order of Proposta/Quote respect Seller and Project [5.5.3]
  • The link to the invoice receipt in the document status window would open the invoice instead of the receipt [5.5.2]
  • Point of Sales / Till system - search item by Description/Family [5.5.1]
  • Credit memo without Invoice invalid for SAF-T - idem Receipt without Invoice [5.5.1]
  • Warn user before closing window during document edit [5.5.1]
  • List customers with VAT ID information. Exclude customers with empty VAT ID field. List alphabetically (By ID checked) and by VAT ID number (By ID unchecked) [5.3.2]
  • Nova versão 5.2.03.006 [5.2.5]
  • Enable task management in suppliers and salespersons (Corporate) [5.2.4]
  • Kit/Package - show net prices in articles listing [5.2.4]
  • Adding kit/package to document looses prices when edited [5.2.4]
  • Não é permitida a edição de dados de documentos fechados ou anulados [5.2.4]
  • Option to disallow users from entering duplicate barcode items. Barcode fields repositioned for easier access. [5.2.4]
  • New Inventory by Date in Gestix Business 5.3 [5.2.4]
  • New possibility, create invoice from a void one [5.2.4]
  • New Gestix Bill a free invoicing application for up to 60 kEUR billing volume, on demand technical support by Help Desk service [5.2.3]
  • It was possible to edit stock transactions even when involving Batch Numbers, yielding wrong item stock - fixed [5.2.2]
  • Invalid Min.Qty warning in Invoice when Article's minimum sale quantity not zero [5.2.2]
  • Set VAT Reasons using Gestix API: dci_reason_N now available [5.2.2]
  • The carrier defined in the order was not preserved when converting to Invoice [5.2.2]
  • Avoid accepting duplicate batch numbers in sales to prevent breaking the available stock [5.2.2]
  • New standard VAT Exemptions Table (for SAF-T enabled countries, shows exemptions reasons in invoice's notes/comments and SAF-T file) [5.2.2]
  • Allow Close Orders to users that can change and delete [5.2.1]
  • Allow the operator to define the default warehouse, in the multi-store menu, that will be used in data import operations [5.2.1]
  • Group VAT exemption reasons by reason and display then in the invoice's Notes/comments area [5.2]
  • Gestix API Improved to handle different VAT Exemptions for products and shipping [5.2]
  • The conversion of orders into invoices was corrected problem in the currency could be changed for that was set in the client file [5.2]
  • Gestix API Improved handling of multiple shipping addresses for recurring customers [5.2]
  • Fixed issue where the amount in words on invoices / receipts appeared with parts in English [5.2]
  • Billing contracts / recurrent Billing: option expiration date corresponds to the date of the contract renewal limit (Use data de vencimento do contrato) [5.2]
  • Corrected problem that prevented access to the function to change the VAT for multiple items [5.2]
  • Corrected issue: Assigning the batch number's Production Date is always forgot [5.1.15]
  • Print invoices in batches to print only the original or a duplicate (selectable) [5.1.15]
  • Corrected transitory problem that required the operator to enter the item quantity manually in the Point of Sales menu [5.1.15]
  • Improving efficiency in the Transport Document Transmission AT Webservice [5.1.15]
  • Corrected a problem that prevented configuration of the LDAP Directory system for user authentication [5.1.15]
  • Print 2nd copy with explicit indication on every page of the invoice or at the end bottom of the same [5.1.15]
  • Corrected a problem when sending a document by email, only the duplicate was sent [5.1.15]
  • New Payment Request on Gestix Business [5.1.15]
  • Corporate: Discount by customer and product category - multiple discount columns [5.1.15]
  • Corrected the customer totals in the CSV Report Customer Debt by Age [5.1.15]
  • In calculating the Cost Average Price, option for dilution of expenses by amount or quantity [5.1.14]
  • When multiple currencies involved, show the invoice total in both EURO and GBP (or any other currencies) [5.1.13]
  • The Use due date option in the Report Customer Debt by Age was not working correctly [5.1.13]
  • Corrected problem in sending supplier purchase orders by email [5.1.13]
  • New configuration option to forbid sales of items not in stock, like services and others. [5.1.13]
  • security option to just letting register invoices and overall sales of products in stock. Services and text with price are not allowed [5.1.13]
  • Warehouse reports where corrected regarding a problem when only one warehouse was selected [5.1.13]
  • Enable Stock Release and Stock Reception memos to print price information [5.1.13]
  • Optional dilution of shipping cost calculation by item quantity instead of item amount [5.1.13]
  • Allow import documents generated under other than digitally signs for intermediate document type order or similar [5.1.12]
  • Corrected problem that could forget the default VAT after editing Admin / TA Credentials [5.1.12]
  • Webservice AT: in case of wrong password webservice returns error 99 and Gestix now transmits this message clearly to the operator [5.1.12]
  • Enable companies based in countries where it is not compulsory digital signature to enable editing invoices [5.1.12]
  • Web Service AT - improvement of diagnostic messages [5.1.12]
  • Automatic notification of transport documents by AT Webservice [5.1.12]
  • Contract billing - optionally make the due date follow the first date of the billing period. Configurable from parameters usr_ctfduedt [5.1.12]
  • Corrected: Initial Balance is not handled properly when paid in part: it would not allow another payment [5.1.12]
  • Make the due date editable in open invoices [5.1.12]
  • New function to duplicate article records and general tables records on new Gestix Enterprise [5.1.12]
  • New function to set Measurement Units and remove invalid chars from articles [5.1.12]
  • Salespersons listings and reports by Geographic Area [5.1.11]
  • Inventory CSV small corrections, old versions [5.1.11]
  • Recalculate due date according to customer's payment terms when changing invoice date [5.1.11]
  • Electronic transmission of the inventory (OECD 2015) Inventory/CSV option in Articles | Inventory [5.1.10]
  • Unprivileged user could still attempt to register a stock output [5.1.10]
  • Problem fixed: IRS and Ecotax not showing on pos receipts [5.1.6]
  • SAFT Payments section the currency should be always the base currency [5.1.6]
  • Search by customer and supplier addresses from the Corporate's Dashboard [5.1.6]
  • Suppress browser's autocomplete of form fields unless enabled by the user (Admin | Parameters and set usr_EnableAutocomplete) [5.1.5]
  • Bill of Works API available in Gestix Corporate Editions [5.1.5]
  • Enable storing Serial Number, IMEI, Card Number and Guaranty Date for sales and RMA management [5.1.4]
  • Direct editing of prices in Gestix Enterprise 2015 [5.1.4]
  • Improved signed documents checker function [5.1.4]
  • New Gestix logos [5.1.3]
  • Faster Consistency Check function [5.1.3]
  • Product traceability: RMA serial numbers were available for new sales [5.1.3]
  • Enable searching documents from dashboard by series, number, reference, etc [5.1.3]
  • Monthly contract billing on specific day of the month [5.1.3]
  • Testing SAF-T Alert when there is a receipt without a previous document when [5.1.3]
  • Faster operation through optimized user session management [5.1.3]
  • in Admin Auto payments it´s possible to activate, preview and edit credencials to allow Gestix to comunicate with payment gateway [5.1.3]
  • Project costing report corrected regarding delivery memos and bills of works [5.1.3]
  • Editable Cost Estimates even after being printed [5.1.3]
  • Enable the user to choose which print layout to use on purchase orders [5.1.3]
  • Hierarchical selection of budget lines and billing purchases [5.1.3]
  • Print order using model USA wrong data in EIN/SSN field - corrected. [5.1.2]
  • Receipts are now digitally signed [5.1.1]