What’s New Sybiz Vision 26.00

Important Information

Web API requires upgrading

Web API requires upgrading to the latest version (3.20) when upgrading Sybiz Vision 26.00 due to new security restrictions in place and other technology updates.

Minimum supported version of Microsoft SQL Server

The minimum supported versions of Microsoft SQL Server for Sybiz Vision 26 is 2017 (the same as the previous three versions). These compatibility levels are enforced with a message displaying on upgrade to version 23.00+ if the user’s minimum requirements fall outside of this scope prior to the database being upgraded.

We recommend that anyone upgrading their Microsoft SQL Server upgrades to the latest version available at the time, rather than to the minimum supported version, for not only greater longevity but also better performance capabilities. Sybiz 26 is compatible with the recently released Microsoft SQL Server 2025.

Operating system compatibility

Certain older operating systems (Microsoft Windows XP, some versions of Microsoft Windows Vista and Microsoft Server 2003), Microsoft SQL Server (2008, 2008R2, 2012, 2016), and Microsoft Windows Server 2012 are not compatible with Sybiz 26.00 — if uncertain consult your Authorised Business Partner prior to upgrading. Microsoft Windows 11 is supported for Sybiz 26.00 with compatibility extending to some other later versions of Sybiz solutions.

DevExpress upgrade

Version 26.00 of Sybiz Vision utilises DevExpress version 25.1.6.0.

Manage Open Banking consent and notifications

Users can now manage consent and notifications from within Vision when using Open Banking accounts within bank feeds. (CR2312-2945)

Invoice customers available for jobs

Jobs now have a customer and invoice customer assigned to them, similar to how service requests worked previously. This allows a job to be assigned to one customer, but invoiced by another party, such as in a situation involving head-office and branch accounts. You will not be able to change if the head-office or branch customer is invoiced at the time of job or service invoicing. (CR2410-4082)

Simple job and service request creation on the go

Create a new job or service request in the mobile apps using a template to pre-fill all the required information, allowing simple job or service request creation on the go. Available for users with the appropriate permissions and when automatic numbering is turned on for jobs or service requests. (CR2404-3480)

Colour coding in Vision Jobs and Vision Service mobile apps

Colour coding of scheduled jobs and service tasks will carry over into their respective mobile apps, making it easier to get the right information at a glance. (CR2412-4249)

Swipe to open in Vision Jobs and Vision Service mobiles apps

Users can now swipe to open the job / service request from the agenda or whilst viewing the appointment directly (CR2412-4250)

Take and store video with Vision Service

Videos can now be taken and stored within the Vision Service mobile app. (CR2412-4269)

Fewer scheduling overlaps for jobs and service appointments

A warning is displayed if the selected booking time overlaps with another appointment for the selected staff member. This is display when editing from the scheduler, a manual appointment or from the mobile app. (CR2501-4302)

View schedule requests from another user’s point of view

Users now have the ability to see scheduled requests "as" another staff member. (CR2502-4456)

Breakpoint help based on object type added

A new breakpoint helper method based on object type has been created to allow for a simple input box to be created and selecting based on existing lookup controls (eg. customer, product, job, etc) (CR2502-4420)

Fewer errors using Pay and Process Clearing Wizard

The Pay and Process Clearing Wizard will select no transactions by default, which will require interaction by the end-user to nominate what they which to clear. (CR2503-4462)

More information displayed for purchase requisitions

A tax inclusive column is available on the purchase requisition grid. (CR2505-4655) Additional information about the requisition is now available on the purchase requisition and purchase order transaction documents (CR2505-4662)

Easier to access longer notes in transaction headers

When a note field on a transaction header has multiple lines it will display a … to emphasise that there is information not being displayed (CR2505-4675)

Finer General Ledger controls for cashbooks and fixed asset journals

General ledger accounts have control settings to determine which accounts can be used within cashbooks and/or fixed asset journals, to minimise an incorrect account being used. (CR2506-4732)

Easier processing of lot and serialised inventory

Crediting an invoice that was delivered at the same time will now automatically select the lot number or serial numbers assigned to the sales invoice, making doing the credit easier. (CR2506-4733)

Diminishing products available in periodic billing

Diminishing products can now be added to a periodic bill to allow creation of orders and/or invoices with deliveries handled as a separate process (CR2506-4738)

Job and service pictures will carry over to new databases

Pictures attached to job and service transactions will now be included in Vision to Vision conversions. (CR2506-4751)

Improved visibility of linked items in service requests

Product information will be presented in job and service enquiry screens from purchase transactions for improved visibility of linked items. (CR2507-4811)

Print or email transaction documents processed using Web API

A new transaction document visibility option has been added to allow users to configure specific transaction documents to print and/or email when transactions are created using Web API and/or mobile apps. (CR2507-4815)

Easy-to-view Excel spreadsheet files in Vision

Excel spreadsheets now open in a view-only spreadsheet mode, instead of being converted to PDF (CR2507-4873)

Clearer ranges for tax periods

Each tax type displays a start and end date to make it easier to identify the range for the appropriate tax period. (CR2504-4579)

• Definition of "Requires Reference" clarified in help documentation. (CR2504-4584)
• Suggested Purchase Order Reference field clarified in help documentation. (CR2504-4597)
• Users without access rights to debtor defaults can now access the customer special prices enquiry panel. (CR2505-4680)
• Returning a lot will retain the quantity entered and not adjust its value based on the current quantity on hand. (CR2506-4717)
• The Report via Wizard button has been removed from the custom report ribbon. (CR2506-4719)
• Users now warned when entering non-numeric characters for bank account numbers, and a more descriptive error message will display when doing bank transfers for some New Zealand bank accounts. (CR2506-4740)
• Deleting a product, service request or job will delete any related pictures and/or documents linked to it. (CR2506-4752)
• Change Log will no longer show NULL to NULL for newly added custom fields on existing products.  (CR2506-4761)
• Quick Add for product creation now allows mathematical operators in the Purchase Price field. (CR2506-4769)
• Company consolidation doesn't bring across opening balances for profit & loss accounts prior to the first year. (CR2507-4803)
• Depreciation rate validation messages improved on fixed asset book import and maintenance. (CR2507-4804, CR2507-4806)
• Cashbook now opens as a non-modal form wherever it is launched from. (CR2507-4813)
• Database constraints have been added to prevent over offsetting service transactions. (CR2507-4829)
• Additional columns to be used by the conditional formatting editor have been created to allow selection of job, service request, product, gl account, staff, etc. (CR2507-4861)
• The new watermark system is used but provides the same functionality. (CR2507-4890)
• Drop-down ribbon buttons are disabled when no items within are enabled on login. (CR2508-4906)
• The unit price is calculated using discount as a percentage as originally intended. (CR2508-4916)
• Error message clarified in ic.mergeLotNumber and ic.mergeSerialNumber stored procedures.  (CR2508-4934)
• All grid options are now restored as expected from custom definition. (CR2508-4968)
• When doing a stocktake against a lot that has a negative quantity, it is now possible to return the lot to the expected positive quantity in a single transaction. (CR2508-4970)
• The help documentation and ToolTip text for Block Invoice Payments has been made clearer in phrasing. (CR2507-4832)