The first installment of C9 v5 is now finally here.

To upgrade from v4 to v5. Do the following:

1. Make sure running latest v4. Main -> check for updates
2. After latest update is in then click on Main -> install v5.  It is best to do this on server computer as doing upgrade there will run faster.
3. Click through the screens until it completes. C9 will stop and start a couple of times during this
4. All done

A couple of notes.

Time to upgrade upgrading to v5 can take a long time especially if you have been using c9 for a while. If your c9 has a couple of decades worth of data in it and your server computer is a bit on the old side, low RAM and doesn't have SSD drives in it, upgrade will take about 30 minutes. So best left for end of the day. Newer systems with only 1 or 2 years worth of data, upgrade will take about 2 minutes.

In case of error The upgrade process is complex and there is a risk it might not work. If your upgrade doesn't work c9 will automatically revert back to v4.If this happens to you, let us know and we will investigate further and tweak the upgrader to work for you.

• Fixes and tweaks
  • Balance Sheet : previous changes to include pending GST input credits didn't work correctly. Now fixed
  • Balance sheet, show balance posted directly to bank code, even if there are individual banks to display.
  • P&L : v4 style reporting excluded non income/cost codes. No longer appropriate to do this. Now fixed
  • Activity locking : for GL locks do not lock entire GL, only lock codes that influence balance sheet. (Previously could not collect rebates initialized in a locked period).
  • Modify floor stock, make sure v4 repaired lines are cleaned out on GL update
  • Business -> Activity, new export option to distinguish between exporting all tax coded lines vs exporting absolutely everything, incl. lines without any coding at all

Migrate to v5 tweaks

• On install v5 failure, make sure DB is reset back to a state where messenger doesn't think an upgrade is happening. Previously a failure would break messenger
• Migrator changes : see migrator changelog for details.

Includes DB changes, you need to log all terminals out during upgrade

• Fixed up a couple of database tables in schema, didn't have a primary key. Would cause potential performance issues especially with online backup. One table in particular can be quite big.  Now sorted. (affected tables: authaudit and taxform)
• Under some exotic, forced circumstances it is possible to have deposits with -ve deposits. (when you force reclaim to be > then original deposit on F12 cust pickup). But in view invoice/deposit screen the -ve wouldn't show. Now fixed)
• Updated QLD vehicle inspection sheet form to latest

No functional changes, just tweaks to v5 migration stuff. This version is first post pilot upgrade candidate and could in theory be the last ever version of v4 c9 (likely there will be a couple more updates to cope with oddball data in some v4 systems as they are encountered).

Includes DB changes, you need to log all terminals out during upgrade

This version fine tunes fixes payroll liability changes outlined in v5.1.10.  The liability fix was incorrectly tagging liability codes as input taxed. This ver removes this tagging as it is incorrect.

Tweaks and fixes

• Balance Sheet report, would incorrectly show banks in liabilities section under some circumstances. Now fixed
• UX ease of use improvement for post manual journal : open up GL select window instead of having GLs in a drop down list. GL Select window has some improvements too : is hot key searchable also shows todays balance on each gl code.

Includes database changes. You need to log all terminals out during upgrade

• Spares Credit to cash deposit would fail with a journal error. Now fixed.
• Unit sales : would post extraneous $0 GL lines for spare parts movement even when there are no spares. Tidied up.
• Included new powerful report under accounting reports.  "Reconciliation". It reconciles P&L against balance sheet and reports on transactions which fail to reconcile.
• Payroll general ledger changes. Previous versions of c9 were not very opinionated about how payroll events should be journalled and there were a number of settings in setup screen that modified c9s behaviour here. This is no longer the case. Payroll now journals in very specific way and this version backdated modifications to existing payrun journals to conform to this new strict model in order to properly support strict GL based compliance reporting. Specifically:
  • On finishing a payrun a journal will compose of following
    • NET pays are journaled as an expense, and CR'd against default bank
    • Tax withholding, super & and garnished salaries are journaled as expenses and CR'd against relevant liability codes.
  • Withholding/salary payout in bank rec (and BAS submit), DR liability code against whatever bank is being reconciled.