Version 6.52a
- Added customizations for a customer
- Added an extra check when recalculating the Cashbook
Version 6.51a
- Added minor changes for New Zealand GST (can customize “Credit Note” name)
- Added a “User Defined Field” to Contacts
- Modified OneDrive Syncing
Version 6.50j
- Fixed issues with About and Support screens
- Fixed issues with the installer not downloading components
Version 6.50h
- Fixed problems with inserting a logo on (Windows 11)
- Made improvements to the installer
Version 6.50g
- Removed some incorrect information from the Setup Wizard relating to Letterhead Setup
- Now display a message if someone has problems emailing with a Microsoft email account
Version 6.50f
- Changed how adding a logo works to avoid a known Windows 11 / Microsoft Access bug with OLE objects
- Fixed a problem with the Cashbook icon not displaying on the taskbar in Windows 11
Version 6.50e
- Fixed a problem with inserting in a logo
- Fixed a problem with invoices, where editing an invoice to add an order number wouldn’t update properly when previewed/printed
- Fixed a problem with creating new files with long organisation names
- Improved the layout of the address field on invoices and statements (Australia only)
Version 6.50d
- Fixed an emailing bug that caused some users to see a “ssleay32.dll” error
- Fixed a bug when deleting projects
- Plus other minor modifications and improvements
Version 6.50c
- Fixed an upgrade problem for files with long company names
- Improved handling of database locking files
- Plus other minor modifications and improvements
Version 6.50b
- Fixed Invoice form being too big for small resolutions
- Fixed double clicking “INV” to open an invoice from inside a Split which wasn’t working
- Can resize the outer window of Cashbook Complete properly now
- Plus other minor modifications and improvements
Version 6.50a
- In the Cashbook, the Ref column (for cheque numbers) has been replaced with Type
- When importing a QIF file into the Cashbook, the Type information is now imported
- There is a new Manage Inactive Contacts screen
- There is a new Manage Inactive Products / Services screen
- There is a new Manage Inactive Projects screen
- In the Contacts screen, “Fax” has been replaced with “Alt Phone” (existing Fax numbers are put in the “Alt Phone” field with the prefix “Fax:”)
- Many “spreadsheet” type screens now have alternating background colours to make it easier to read across a wide line
- In the Cashbook, transactions that need attention are highlighted
- Removed the ability to pay with a monthly subscription
- The Report Writer can now select from a list of items with “Is Either”
- The Report Writer can now select do summary reports with “Totals Only”
- The Help has been thoroughly updated
- The Tutorials have been redone
- Plus other bug fixes, minor modifications and improvements
Version 6.40g
- This release provides a workaround to avoid a bug that Microsoft introduced with a Windows Update that affects Microsoft Access, breaking some features (such as posting items from Bills to Pay)
Version 6.40f
- Improved the installer so that the correct version of the MS Access Runtime is installed depending on the user’s existing software
- Fixed a bug when adding a Contact from the Bills to Pay screen
- Fixed a problem with read receipts when emailing as PDF
- If a Cashbook entry is zero, still display it in the reports
- Plus other bug fixes and improvements
Version 6.40e
- Fixed a bug that could occur if changing the date on a quote/estimate
- Fixed a bug relating to blank employee names in timesheets
- Now detect if the file is a copy of an existing file in the Cashbook Data file and open in read-only mode
- Plus other bug fixes and improvements
Version 6.40d
- GST Rate in “Products and Services” is now a compulsory field (when displayed)
- Cashbook now displays a message if your antivirus software affects your ability to email PDFs
- Plus other bug fixes and improvements
Version 6.40c
- Display invoices in “Invoices Outstanding” detailed report even if they don’t have a company. Companies will show as
- Made improvements to the installer
- Plus other bug fixes and improvements
Version 6.40b
- Fixed minor display problems in Contacts screen and Email Setup
- Fixed a problem with how the dropdown menus displayed
- Fixed a problem with the registration screen
- Plus other bug fixes and improvements
Version 6.40a
- Added monthly payment options in addition to the existing fixed pricing payment option
- Added a GST column to the “Products & Services” screen
- Added “OnHand” and “GSTRate” columns to the “Import” screen in “Products & Services”
- Separated the “Export to PDF” and “Email as PDF” functions
- Always display ABN Number for Australia (even if not GST Registered)
- You can now use the Report Writer with Cashbook Home
- Added an Email column to the Contacts screen for each contact person
- Plus other bug fixes and improvements
Version 6.30x
- Fixed a Windows bug that prevented PDF attachments from being received in Apple email apps
Version 6.30w
- Fixed a bug where right clicking on the Category column caused an error
- Fixed a bug where stock was deducted twice when emailing an invoice as a PDF
- Made the Cashbook work correctly for OneDrive
- Fixed a bug relating to the GST basis settings in the Setup Wizard (for Australian users)
- Plus other minor improvements
Version 6.30v
- Fixed a major bug where Security and GST were disabled in some cases
- Plus several other minor improvements
Version 6.30u
- Fixed a problem with reports being really slow
- Made changes to how the installer functions when installing the Microsoft Access Runtime & Service Pack
Version 6.30t
- When emailing PDFs, the Subject and/or Message can automatically include the invoice or quote/estimate number using INV# or QU# (see “Invoicing Setup” > “PDF Default Text”)
- Cashbook now saves quarterly backups to “Automated Backups” in addition to existing backups
- The “Support” screen now includes a remote support option using TeamViewer (NZ & Australia only)
- Changed where the installer saves temporary files to in order to improve the install process
- Plus several other minor improvements
Version 6.30s
- Added Simpler BAS logic (for Australian use only)
- Fixed a problem with Withholding Tax rounding incorrectly when paying off an invoice (for New Zealand use only)
- Made improvements to how Cashbook self-repairs if there are problems with the database
- Plus several other bug fixes and improvements
Version 6.30r
- Cashbook now works with 64 bit Access
- Added “Recent File History” to the “File” menu
- Updated some menu icons
- Improved the “Retain Notes” option in the “Rules”
- Plus other minor bug fixes and improvements
Version 6.30q
- Added Withholding Tax ability with Help and a Report Writer report (only for files upgraded to 6.3)
- Bug fix: Using display scaling above 125% caused the bottom of the Cashbook screen to not display correctly
- Fixed a problem in the Balance Sheet report where Invoices Outstanding were displayed (for a Lite that was once set to Complete)
- Plus other minor bug fixes and improvements
Version 6.30p
- Fixed default currency format for South Africa
- Made improvements to the currency format options
- Plus other minor bug fixes and improvements
Version 6.30n
- Made improvements to the bank import screen
- Put measures in place to help fix currency formatting issues
- Plus improvements to error handling
Version 6.30m
- More improvements to the installer
- If Access 2010, 2013, or 2016 is already installed, then Cashbook won’t need to install the 2010 Runtime any longer
- Updated default margins for reports (most of them now have a smaller margin at the top)
- Renamed Cheques Listing report to Payments Received
- Fixed a bug preventing some screens from opening depending on what other screens were already opened
- Simplified the notes for split transactions in the Detailed Report
- Plus other minor bug fixes and improvements to error handling
Version 6.30k
- Made improvements to the installer
- Plus other minor bug fixes and improvements to error handling
Version 6.30j
- Made the Main Menu screen have tab-like menus
- Widened the graph report amounts
- Plus other minor bug fixes and improvements to error handling
Version 6.30h
- Minor bug fixes and improvements
Version 6.30g
- Fixed a bug affecting screen resolutions higher than 1920×1080
- Plus other minor bug fixes and improvements to error handling
Version 6.30f
- Minor bug fixes and other improvements to messages and the user interface
Version 6.30e
- Now show both Main and Split notes in the Detailed Report
- Added support for the Microsoft Access 2016 Runtime
- Bug fixes and other improvements
Version 6.30d
- Bug fixes and other improvements
Version 6.30c
- Fixed a problem where the invoice screen would close after emailing a PDF
- Display a Paid rubber stamp icon when an invoice is paid
- Minor bug fixes and improvements to error handling
Version 6.30b
- Minor bug fixes and improvements to error handling
Version 6.30a
- Fixed a bug with Invoice Basis GST Returns
- Fixed problem with doing a backup from DropBox
- Fixed Envelope Setup for users that don’t have Admin privileges
- Cashbook Rules now allow a floating point number for the Split Percentages
- Plus other minor improvements
Version 6.21k
- Fixed an error that occurred if “Microsoft Access Runtime Service Pack 2” was not installed
- Updated the message box regarding Regional Settings
Version 6.21j
- Made invoice totals wider to allow for more characters
- Fixed a problem when emailing a PDF, if previous PDF email failed to send
- Fixed a problem where the wrong paper size may have been used when printing
Version 6.21h
- Fixed Budgets Variance message if it’s the first month of the year
- When deleting a bank account, remove it from the Invoicing Payments dialog if it was the default
- Fixed a problem with multiple GST rates and discounts <> 0% (or Units <> 0)
- Fixed a problem for Cashbook Home “Register / Order” text being truncated if initial screen set to “Main Screen”
- Fixed a problem purging large amounts of data
- Always check that the MS Access Runtime 2010 Service Pack 2 is installed
Version 6.21g
- Fixed a problem where a hidden “tab” character in a company name may cause problems when emailing PDFs
- Fixed some date fields in reports displaying # symbols on some computers
Version 6.21f
- Fixed problem of restoring from a path ending with a \
- Display Net instead of Nett for some countries
- Always recalculate a cashbook screen if changes have been made
- Display “Tax” or “tax” as appropriate in help files for the US
Version 6.21e
- Fixed occasional crashing when exiting the program
- Made changes to the “Database Engine” warning
Version 6.21d
- Fixed the mime type when emailing PDFs
- Fixed a problem when creating a new file with a long company name
- Improved the logic for backups to and from Dropbox (and other cloud folders)
- Made it so cancelling the “Email as PDF” option now prompts you to make an “Incomplete” invoice “Outstanding”
- Plus other minor improvements
Version 6.21c
- Fixed an issue with payments being removed when editing a Credit Note
- Fixed a problem when merging transactions where the invoice number and date became invalid
- Changed the logic to allow up to 300 days worth of future dates in the Cashbook (was previously 30 days)
Version 6.21b
- Fixed an issue with the timestamp when emailing invoices, etc.
- Fixed the Open dialog so that it goes to the correct folder
Version 6.21a
- Fixed an issue with Credit Notes
- Made the Bills to Pay screen and report sort by Due Date then ID
- Fixed a problem when leaving the SMTP Port blank
Note: Versions listed below here are Beta (public test) versions. Versions above are the official Version 6 release.
Version 6.21 Beta 2n
- Fixed a broken link to the Contacts video tutorial
- Fixed a problem with Help files not being country specific
- Fixed a problem with paying an invoice via a Split
- Plus other minor improvements
Version 6.21 Beta 2m
- Fixed a bug where invoice numbers were skipped
- Fixed ‘Error 94’ when paying an invoice
Version 6.21 Beta 2k
- Improved the sorting in Bills to Pay and Batch Invoicing
- Made the invoice number in Batch Invoicing so it can be double-clicked
- Fixed the cents not displaying in Profit and Loss report
- Added Video Tutorial links to Main Menu screens and the Help
- Removed “Import” screen from Setup Wizard
- Fixed extra space being added in the “Notes” when closing a Split / Journal
Version 6.21 Beta 2j
- Fixed multiple GST payments bug
- Fixed issue with 100% GST for Quotes not making “Prices Include GST” compulsory
- Fixed problem with merging lines in Cashbook
- Fixed problem of looking up a product with no price for an invoice or quote
- Fixed problem with the Number Format for South African users
- Fixed Products Dialog being used to select a product with 4 digits after the decimal place for the price
Version 6.21 Beta 2h
- Made bank statement imports handle QIF files with transactions in descending order
- Improved the handling of invoices with 100% GST
- Invoices with multiple GST rates create a Split with one line for each GST rate
- Fixed Payment Slip on emailed invoices
- Plus other minor bug fixes and improvements
Version 6.21 Beta 2g
- Fixed a problem with the Summary Report percentages
- Fixed paying off an invoice with a blank company
- Fixed cloning an invoice with a blank company
- Plus other minor bug fixes and improvements
Version 6.20 Beta 2f
- Made changes and improvements to the installer
- Fixed a bug with the Quotes/Estimates
- Made the “Email Setup” more accessible for Cashbook Home users
- Made improvements to the Journal Entry functionality
- Plus other minor bug fixes and improvements
Version 6.20 Beta 2e
- Added a Journal Entry feature
- Added an “Accountant Mode” for accountants
- Fixed a problem with the way spreadsheet columns were sorted in the Report Writer
- Fixed a problem with emailing from Batch Invoicing
- Now display matching invoices at the top of the list (when using the “INV” menu in the Cashbook)
- Plus other minor bug fixes and improvements
Version 6.10 (skipped)
This version was skipped in order to keep the version numbers for 5 and 6 in sync (ie. version 5.2 and 6.2 are now in sync).
Version 6.02 Beta 2d
- Added a Spell Check feature (accessible from the toolbar or by right-clicking with your mouse)
- When looking up a product to add to an invoice, you can now search by Group
- Added an option to the File menu to email the data file to someone (e.g your accountant)
- Can now delete payments linked to the Cashbook, directly from the invoice
- Speed improvements
- Changed the “B” (Banked) column in the Cashbook to “R” (Reconciled)
- The “INV” drop down menu in the “Line Details” section in the Cashbook now shows invoices which match (by amount outstanding) at the top of the list
- Plus other minor bug fixes and improvements
Version 6.02 Beta 2c
- Added an “Exempt” tick box to the Categories Setup screen for NZ GST
- Added Quote Footer Text
- Fixed a bug where discount percentages weren’t displaying correctly for Invoices and Quotes
- Added the ability to customise Payment Slip details
- Add the ability to add multiple other attachments when emailing a PDF
- Plus other minor bug fixes and improvements
Version 6.01 Beta 2b
- Fixed a problem where “Tax Invoice/Statement” text was being truncated
- Fixed a problem with “Bills to Pay” when posting duplicate transactions to the Cashbook
- Plus other minor bug fixes and improvements
Version 6.01 Beta 2a
- Upgraded the installer so that it downloads and installs the Runtime if it’s not already installed.
Version 6.01 Beta 1r
- Fixed an intermittent bug when printing/previewing invoices or packing slips (or converting invoices to PDF)
- Made improvements to how printing packing slips is handled
Version 6.01 Beta 1q
- Fixed a bug when posting transactions from Bills To Pay when Cashbook is open
- Changed the date format for PDF file names from yyyy-dd-mm to yyyy-mm-dd
- Plus other minor bug fixes and improvements
Version 6.01 Beta 1p
- Improved error handling and testing of image formats for the letterhead
- Warn user if Logo is greater than 2MB
- Fixed a problem preventing Cashbook from running on screen resolutions above 1920×1080
- Plus other minor bug fixes and improvements
Version 6.01 Beta 1n
- Fixed error caused by opening and then cancelling when no file is currently selected
- Fixed Delete Line bug (from Edit menu)
- Added logic to test for errors cause by an invalid logo
- Fixed a formatting issue with multiple lines getting merged when emailing a PDF
Version 6.01 Beta 1m
- Improved speed of product lookups (e.g. when invoicing)
- Fixed a bug with the ‘Insert Line’ option
- Plus other minor bug fixes and improvements
Version 6.01 Beta 1k
- Improved the ‘Esc’ key logic throughout the software
- Fixed a bug where the data was read-only in Cashbook Demo
- Added error handling to all reports
- Plus other minor bug fixes and improvements
Version 6.01 Beta 1j
- The Instruction Manual now links to the latest manual online
- Fixed a bug where the price wouldn’t update properly when changing a product code in Invoices/Quotes
- Fixed a bug for totals sometimes not being correct in Invoice/Quote preview (followed by export to PDF)
- Put checks in place to make sure the logo is the correct format when adding a logo in Letterhead Setup
- Plus other minor bug fixes and improvements
Version 6.01 Beta 1h
- Improved error handling in Contacts
- Improved the Split transaction logic
- Plus other minor bug fixes and improvements
Version 6.01 Beta 1g
- Reintroduced the People to Call screen and added more fields
- Removed ‘Mobile’ from main Contact screen, and added ‘Mobile’, ‘Direct Dial’, ‘Recall Notes’ fields to individual employees within the Contact
- Searching from the Lookup Invoices screen now includes Order Numbers
- Improved the Import Contacts feature
- Widened the Timesheets and Expenses screen
- Improved switching between one print preview and performing another print preview
- Fixed a bug in envelope printing
- Plus other minor bug fixes and improvements
Version 6.00 Beta 1f
- Fixed problem in the Report Writer
- Fixed displaying security screen when exiting Setup Wizard on the first page
- Removed AutoCorrect
- Fixed Numlock turning off
- Removed most SendKeys calls
- Fixed the ability to add duplicate Categories, Bank Accounts and Contacts
Version 6.00 Beta 1e
- Included all changes from Versions 5.10g and 5.10h
- Added an AutoCorrect option to the File menu
- Improved the formatting of messages when emailing PDFs
- Increased column widths in some places
- Fixed date display issue in Invoices Outstanding
- Fixed a problem when printing to some laser printers
- Fixed a problem in the Report Writer which triggered a sound
- Plus other minor bug fixes and improvements
Version 6.00 Beta 1d
- Fixed a bug preventing some files from being upgraded
- Fixed a problem with the Invoices Outstanding screen where the totals weren’t showing
- Fixed a problem where printing/previewing/emailing invoices/quotes showed the wrong total
Version 6.00 Beta 1c
- Fixed a bug with printing/emailing invoices
Version 6.00 Beta 1b
- Updated the Cashbook32.dll
- Fixed a bug when upgrading
Version 6.00 Beta 1a
- Removed ‘Cashbook Complete Version 5’ shortcut
Version 6.00 Beta 1
- Right-clicking to copy and paste
- Scrolling with the mouse wheel
- Emailing Quotes
- Emailing to multiple email addresses per contact
- Exporting or emailing Invoices, Statements, Quotes and Reports as PDFs
- Improved envelope printing
- Other minor bug fixes and improvements