GoodX Softwaregoodxcloud.co.za/updates/7.8/notes/Release Notes 7.8.1603.09.pdf · Odoo: Warehouse...

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Release Version : 7.8.1603.09

Release Notes

Bug Fix : 99 change(s)

GXMantis: 010883

The issue where the system failed to warn the user if a patient (on a Debtor with ONLY ONE patient) has

been billed more than once, has been resolved.

Odoo: 40650

Warning for duplicate invoices on patient on same day on Multi Invoice screen

GXMantis: 009774

The SQL error the user received when saving an estimate from the invoice screen, has been resolved.

Odoo:

SQL error on "Save As Estimate"

GXMantis: 008859

The issue where default reports would not generate correctly, has been resolved.

Odoo:

Default on reports does not work

GXMantis: 010934

The sorting on the Patient select screen when invoicing is done, has been changed to sort according

to invoice number and the date, showing the last invoice at the top.

Odoo:

Patient select screen invoice order incorect

GXMantis: 011076

The issue where some reports could not display all information, has been resolved.

Odoo:

Reports handling of large numeric values

GXMantis: 011064

The issue when billing for example Z01.4 and reject on the XML post, has been resolved.

Odoo: 46517

Tariff schema: ICD10 handling issues

GXMantis: 011377

The issue where un-linked receipts didn't post correctly, has been resolved.

Odoo:

Creditor un-linked cheque issue

GXMantis: 010929

The issue where the two journals were posted against the same invoice in the same journal batch and failed

to reverse, has been resolved.

Odoo:

Bug in automatically reversal of journal batch

GXMantis: 010874

The extra next button on the Balance Sheet report had no function, therefore it has been removed.

Odoo:

Balance sheet: Inactive "Next" button

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Release Notes

GXMantis: 010843

The issue where transactions displayed in the incorrect chronological order when capturing a receipt, has

been resolved.

Odoo:

Receipt allocation transaction order

GXMantis: 008199

The issue where the Debtor Statistics Report still made use of file data ledgers has been resolved.

Odoo:

Debtor Statistics report: Still makes use of filedata ledgers

GXMantis: 010083

When capturing time for 0023, the system did not save the correct time, it save 08:00-08:00. This has been

resolved.

Odoo: 32496

0023 "From time" to "To time" post incorrectly

GXMantis: 010068

Various multi-language issues have been resolved in the Financial Reports module.

Odoo:

Financial Reports: Multi-language Issues

GXMantis: 011077

The issue where ledger accounts for example EXP110 were truncated to EXP11 when generating reports, have

been resolved.

Odoo:

Ledger account numbers truncated during reporting

GXMantis: 011299

The issue where the authorization number was overwritten when using the Episode screen, has been resolved.

Odoo:

Auth Number on patient fixed data (Multi-Invoice screen)

GXMantis: 011131

Improvements have been made in the way Claim numbers are generated, used to switch claims.

Odoo:

Claim number generator DB sequence

GXMantis: 011176

The issue where the incorrect pricing id was being pulled through on the combination list, has been

resolved.

Odoo:

GMED and 0201 items incorrect price on combinations

GXMantis: 011056

Ambiguous variable names used to store the Debtor Journals configuration in GxOptions have been changed.

Odoo:

Variables used to store Debtor Journals Configuration values in GxOpsies


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Release Notes

GXMantis: 011681

The issue where previous year transactions posted in the incorrect period, has been resolved.

Odoo:

New xml posting mechanism: previous year posting

GXMantis: 011336

The I/O error 161 with regards to Mailmerge, has been resolved.

Odoo:

Mailmerge I/O error 161

GXMantis: 010994

The error the user received when generating the Daybook report where there were more than 999 invoices, has been

resolved.

Odoo:

Drilldown Report "invalid floating point" error

GXMantis: 010952

The issue where medicine items which were part of a combination and marked as chronic items, were not

displayed in red on the invoice screen, has been resolved.

Odoo:

Combinations Chronic Medicine issue

GXMantis: 011326

All the issues with regards to billing groups on the New Comprehensive invoice screen have been resolved.

Odoo:

New Comprehensive invoice screen issue with billing groups

GXMantis: 011380

The issue experienced when opening an existing stock invoice has been resolved.

Odoo:

Stock Manager: Unable to open existing batch invoice

GXMantis: 010731

The issue where the system used a previous Authorization number when capturing batch invoices, has been

resolved.

Odoo:

Authorization number issue on the New Comprehensive invoice screen

GXMantis: 010133

The access violation the user received during the Stock take process, has been resolved.

Odoo:

Stock Take capture values access violation

GXMantis: 010832

The issue where the import ERA wouldn't import correctly, has been resolved.

Odoo:

Import ERA from CSV


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Release Notes

GXMantis: 011101

The redo-invoice function will now block the user if the invoice has been handed over.

Odoo:

Debpack Credit Note Bug

GXMantis: 010160

The issue with the date format on the user setup screen in GoodX Manager has been resolved.

Odoo:

User Setup Screen: date format issue

GXMantis: 010886

The issue where the system did not update the amount correctly when using the short-cut key "F2",

has been resolved.

Odoo:

Stock Purchased Invoice: Check quantity

GXMantis: 010876

The issue where the "F2" button was inactive when updating modifier codes, has been resolved.

Odoo:

Simple invoice screen: Shortcut "F2" inactive

GXMantis: 010147

The incorrect calculation occurs when the number of minutes are typed in after capturing the 0011 code, and

F2 is clicked immediately without tabbing out of the minutes box. The program should now interpret the

number of minutes correctly.

Please note that the duration field has been grayed out and can no longer be edited.

Odoo:

Modifiers: Incorrect calculation (0011 code)

GXMantis: 011027

The issue where the Assistant modifier's 3rd field was ignored when billing, has been resolved.

Odoo:

Assistant modifier, 3rd field not taken into account

GXMantis: 010364

The issue when creating or editing a new warehouse, the Afrikaans and English descriptions was "swapped

around" on the warehouse list screen. This has now been resolved.

Odoo:

Warehouse setup "switches" language descriptions

GXMantis: 010341

The issue where the stock usage report didn't display correctly when doing credit notes, has been resolved.

Odoo:

Stock Usage report issue with credit notes


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Release Notes

GXMantis: 011067

The "File not open" error the user received when doing a redo receipt from the account enquiry screen,

has been resolved.

Odoo:

Account enquiry Redo Transaction: Bug in re-doing receipt

GXMantis: 011029

The issue where the system would duplicate a invoice after a "Redo transaction" was done, has been

resolved.

Odoo:

Redo Transaction duplicates the "New" invoice

GXMantis: 011041

The multi language issue on the CCA's confirmation screen, has been resolved.

Odoo:

Multi Language issue on CCA: Account Invoice status

GXMantis: 010585

The issue where the user could post an invoice without a case number on a Hospital system, has been

resolved.

Odoo:

Hospital: Billing against no Case number

GXMantis: 011359

The issue where the date on the Comprehensive invoice screen defaulted to "Today", instead of the date on

the diary has been resolved.

Odoo:

New Comprehensive Invoice screen uses today's date instead of the date from the Diary

GXMantis: 011099

The issue where incorrect headings would display on the statistic report, only if no Custom prefix has been

filled in, has been resolved.

Odoo:

Blank custom prefix for episode causes display problems in Debtor Statistics report

GXMantis: 011100

The issue where the incorrect information was being pulled through during the capturing of invoices, has

been resolved.

Odoo:

Location and department changes between Episode and Multi-invoice screen

GXMantis: 010871

The issue where the authorization number is being over written when using the Episode screen, has been resolved.

Odoo: 37725

Multi Invoice: Episode screen issues


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Release Notes

GXMantis: 010354

Functionality has been added to hide the "Dispensing Method" input field, for Non-Hospital systems on stock

input screen.

Odoo:

Stock Item Setup: Dispensing Method visiblility

GXMantis: 011084

The issue where some of the search fields "disappeared" form the Debtors' tab, has been resolved.

Odoo:

Debtor advance search screen (F5) fields missing

GXMantis: 010581

The issue where the Medical aid option screen would load a considerable length of time before opening the

list, has been resolved.

Odoo:

Debtor input: The Medical aid option list screen opening slowly

GXMantis: 009463

The issue with the "Suppress Zero Qty/Values" report configuration checkbox that didn't have any effect on

the report output, has been resolved.

Odoo:

Stock Report Writer: Suppres Zero Qty/Values

GXMantis: 011189

The issue experienced with the ledger field being opened when scrolling beyond the last record, has been

resolved.

Odoo:

Cashbook "simple" screen input issue

GXMantis: 010823

Cancelling the Debtor screen did not work as expected. This has now been resolved.

Odoo:

Account Enquiry cancel action

GXMantis: 011204

The issue where the macro '<P_BALANCE>' didn't send the correct amount, has been resolved.

See Appendix 11204.

Odoo:

Credit Control Assistant sends SMS messages with R0.00 amounts for the patient balance.

GXMantis: 010616

The issue where the user was unable to Change Sub Statues within the Credit Control History due to a SQL error,

has been resolved.

Odoo:

CCA: Change sub status SQL error


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Release Notes

GXMantis: 011198

The issue where the opening balance displayed incorrectly in certain circumstances, when the Ledger report

was generated, has been resolved.

Odoo:

Ledger Report: Opening balance incorrect

GXMantis: 010606

The issue where the user would receive a SQL error when clicking on "Display affected entities", on the

Medprax/Iquest tab in System Options in GoodX System Manager has been resolved.

Odoo:

SQL error when "Display affected entities" is clicked

GXMantis: 011205

The issue where the focus on the Credit Controller Assistant screen would jump to the top of the screen

after processing is done, has been resolved.

Odoo:

CCA: Focus issues after processing

GXMantis: 011174

The issue where the 9th period option with the multiple month-end was missing form the drop-down in GxManage, has

been resolved.

Odoo:

Period 9 missing in multiple month-ends in GXmanage

GXMantis: 011202

The issue where the billing group's name did not displayed correctly on the Invoice Outstanding report, has

been resolved.

Odoo:

Invoices Outstanding: Billing group screen issue

GXMantis: 011222

The issue with gender specific ICD 10 codes on the Health Soft Scripting tool has been resolved.

Odoo:

Health-Soft: Incorrect Gender issue

GXMantis: 010674

The issues experienced where the episode screen's values were blank after refreshing, has been resolved.

Odoo:

Multi invoice screen: Issues with the refresh on the episode screen

GXMantis: 010604

The issue where the user would receive unnecessary save pop ups, has been resolved.

Odoo:

GxOpsies: Global save issue

GXMantis: 009227

The issue where the wrong Sub-Class level was stored, has been resolved.

Odoo:

Stock Subclasses: Incorrect level stored on stock item


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Release Notes

GXMantis: 011244

The issue where the user was unable to use the search function within the Diary, has been resolved.

Also, changes have been made on how the screen works:

- The user will no longer be able to set procedures/Instruments/Risks inactive or edit on them. It will

only be possible within the Gxmanage module.

- The user will still have the option to "Add" procedures/Instruments/Risks, etc.

Odoo:

Surgery: Multiple issues

GXMantis: 009767

The issue where imported Creditors generated incorrect sequence values has been resolved.

Odoo:

Add New Creditor: Check for corrupt sequence value

GXMantis: 010866

The issue where the booked appointment "disappeared" when another booking was moved to the already booked

time-slot, has been resolved.

Odoo:

Diary: Booked Appointments disappear when move to a booked time slot.

GXMantis: 011045

The Global Creditors toggle has been discontinued. Since this feature no longer is in use.

Odoo:

GxOptions: Creditor toggles

GXMantis: 010793

The issue where the user received the error "Field "Datum" cannot be modified" when posting receipts, has been

resolved.

Odoo: 4615

Field "Datum" cannot be modified error

GXMantis: 010992

The issue where ALL the Treating Doctors printed when the Transactions Drilldown report was generated, and

"selected grouping" was selected, has been resolved.

Odoo:

Daybook Report: "Select Grouping" issues

GXMantis: 010949

The SQL error that appeared when linking a stock item to a bin has been successfully resolved.

Odoo:

Stock: Error when linking item to a bin


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Release Notes

GXMantis: 011258

The issue where the creditors search function returned results of all entities, due to the search field being cleared,

has been resolved.

Odoo:

Creditor screen: search per entity

GXMantis: 010622

The issue with the SQL error appearing when printing an Invoices Outstanding Report has been resolved.

Odoo: 38918

SQL error on invoice outstanding report

GXMantis: 010421

In older versions of GoodX where the ledger data was stored in filedata the user had the option of having

the ledger data local or global, selectable by a toggle in financial toggles in GXOptions.

With the new back end architecture of 7.8 the ledger data is global by design and it doesn't make sense to

keep the toggle in GXOptions anymore, thus it was removed.

Odoo:

Discontinue "Global Ledgers" toggle in Financial Toggles in GXOptions

GXMantis: 010706

The "Does not tally" issue experienced on the double-entry journal screen with multi transactions on one

side and a single transaction on the contra side has been resolve

Odoo:

Journals: "Double Entry" input screen issue

GXMantis: 010508

Modifications have been made to the Hospital Statement to also reflect stock items that were invoiced with

zero value, this is a departure from the previous implementations where these items didn't appear at all.

Odoo: 33019

Hospital Statement: Non-chargable items

GXMantis: 011414

The error the user received when generating a "System Configurations Changes" report, without choosing a

tab, has been resolved.

Odoo:

GXoptions: System configuration changes report generates "list index out of bounds" error

GXMantis: 010926

The issue where the CCA pulled in all the data = 0, has been resolved. Only relevant invoices will be pulled in as setup

in the steps.

Odoo:

CCA pulls in all data = 0

GXMantis: 010978

The error the user received when pressing on the "GP Calc" button, has been resolved.

Odoo:

Stock Info GP calculation button: SQL error


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Release Notes

GXMantis: 010860

The issue where the "Reason for appointment" screen "expanded" when the Dependent button was pressed, has

been resolved.

Odoo:

Diary: Dependents button issues

GXMantis: 010889

The issue where the system ignored the Ledger range and generated all Ledgers, has been resolved.

Odoo:

Financial Reports: Journal report specific Ledger

GXMantis: 010868

The issue where previously saved patient ICD-10 codes pulled through, has been resolved.

Odoo:

Patient ICD-10 codes pulling through on the Comprehensive invoice screen

GXMantis: 007760

The issue where the tab order on the email screen would behave incorrectly, has been resolved.

Odoo:

Email screen tab order

GXMantis: 010863

The issue where the inactive appointment types were shown on the "Reason for appointment" screen, has been

resolved.

Odoo:

Diary: Inactive appointments show on the "reason for appointment list"

GXMantis: 010914

The SQL Error: column "unallocated" does not exist when the user SMS from the Age Analysis, has been

resolved. This only happened if the report parameters were set to print only patient outstanding, with a

specific age and specific amount.

Odoo:

SQL Error column "unallocated" does not exist when user SMS from Age Analysis

GXMantis: 010858

The issue where the CCA's mark button caused errors on the Afrikaans translation, has been resolved.

Odoo:

Multi Language issue on CCA: Unable to use the mark button

GXMantis: 011043

The issue where the "Automatic drill down" function was ticked automatically when switching between the

report tab and report parameters, has been resolved.

Odoo:

Ledger report screen issue

GXMantis: 011412

The issue where emails sent from the Diary sidebar, which did not appear in the "Batch Transactions" >>

"Email History" screen, has been resolved.

Odoo:

Emails sent from the Diary sidebar, does not appear in "Batch Transactions" >> "EmailHistory" screen


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Release Notes

GXMantis: 011361

The issue where the Access Control were not applied if the user is NOT supposed to do invoices from the

Diary, has been resolved. Users who are not set up to access the Invoice screen in the Dairy will not

be able to do so in the future.

Odoo:

GxOptions: Internal access setup for "Invoice2" not read correctly in Diary

GXMantis: 011367

The error the user received when creating a new appointment type for the Diary, from GXManage, has been resolved.

Odoo:

GxManage: Unable to create new appointment types

GXMantis: 009600

The "Cannot Focus Invisible Window" error the user received when the report parameter year, was greater

than the current financial year, has been resolved.

Odoo:

Reports: Error when report parameter year, is greater than the current financial year

GXMantis: 010188

The issue with the search function within the ledger-levels screen has been resoled.

Odoo:

Ledger Levels configuration screen: search issue

GXMantis: 011349

The issue where the description did not print correctly when printing a Single Statement between dates, has

been resolved.

Odoo:

Move description to the left on Single Statement

GXMantis: 011410

The issue where the "Sorted by" function would change if searching patients using the "Surnames" toggle on the

admittance screen, has been resolved.

Odoo:

Admittance: Search screen error

GXMantis: 011125

The issue where the admitting Doctor wasn't called from the case in Hospital systems, has been resolved.

Odoo:

Hospital Case Billing: Doctor prompt

GXMantis: 011162

The issue where the "Entity level Debugging toggle" was preventing the posting of an un-linked cheque in

creditors, has been resolved.

Odoo:

Creditors: Unable to post an un-linked receipt with debug toggle

GXMantis: 011158

The reference to QuantSwitch that appeared on the Medical Aid Options configuration screen has been changed to

GoodXSwitch.

Odoo:

Reference to "QuantSwitch"


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Release Notes

GXMantis: 010619

The issue where the Service centres and Appointment types defaulted to the "1st one on the list" instead on the ones

which the Diary tables were built with, has been resolved. When a new booking is made, the Service centers and

Appointment types will default to the correct ones.

Odoo: 9924

Default Appointment type and Service centre issue on the Diary

GXMantis: 010177

The issue where the Movement Summary Report on the Debtors Drilldown, displayed the wrong total has been

resolved.

Odoo: 12054

Movement Summary report Deb total value

GXMantis: 010223

The issue "Batch cannot be posted due to data-integrity fault" was due to a rounding issue, when posting

receipts. This issue has been resolved.

Odoo:

Rounding issue when posting receipts

GXMantis: 010260

The issue where the rounding for the Total amount for line (3) would calculate correctly, has been resolved.

Odoo: 10827

Stock purchases: Total amount for 3rd line not functioning corectly

GXMantis: 010557

The following changes were made with regards to the Trail balance:

1. The period/date will now also print.

2. Consistently printing the contra side of a debit or credit balance as 0.00.

3. The Ledger column will now only display if the sorting levels is on "All levels".

4. Re-arranging of the printing of levels to be more clear.

Odoo:

New Trail balance fixes

GXMantis: 010754

The issue with Deb deposits in the Cashbook ignoring the user preference when set to default to item level,

has been resolved.

Odoo: 35361

Item/invoice level user preference on Deb deposits in the Cashbook


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Release Notes

Development : 43 change(s)

GXMantis: 011012

The following changes have been made in GXoptions:

1) When User 'A' has Full access across all entities, the system will no longer prompt a login screen when

switching between entities.

2) When User 'B' has limited access across entities, and the user switches between a entity that he/she doesn't

have permission to log into, then a security prompt screen will appear.

Odoo:

GXoptions: Switch between entities

GXMantis: 011338

The following information is added to error messages, if a claim needs to be submitted but there is a data

fault on the invoice:

- debnr, if available.

- invnr, if available.

- claimno, if available.

Odoo:

EDI process exceptions: Extra information

GXMantis: 011617

The XML was modified to add new Doctors to the Doctors list and to auto-import those Doctors added via the

XML into the file data file.

Odoo:

Sync Postgres Doctor list to file-data automatically

GXMantis: 011347

The rounding issue has been resolved.

Traditionally prices have been rounded to the nearest 10c using the RoundTo function in Delphi. This "new"

method uses the "Banker's Rounding" methodology.

Odoo:

Rounding issue on Discovery Codes

GXMantis: 011288

New functionality has been added.

It will now be possible to use the search function on the following:

- Price list setup

- Entity price list directory setup

- Doctor price list directory setup

Odoo:

PRICELIST 2016: Add search fields on pricelists screen in Gxmanage


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Release Notes

GXMantis: 005397

The issue where the long description of a journal action was not editable, has been resolved.

Odoo:

Journal actions: Editable long description

GXMantis: 010927

A new field has been added in GXoptions >> System options >> Entity setup >> "Own practice Identifier". The

intention is to have a short identifier by the practice for reporting purposes.

Odoo:

Ability to set own practice identifier per practice

GXMantis: 010842

The issue where some information was partially filled in, has been resolved.

Odoo:

Diary: Information partially filled when booking patients

GXMantis: 010695

The user will now be able to print a Patient label from the Diary.

Right click on relevant booked patient >> print patient label (Ctrl+L)

Odoo:

Diary: Unable to print patient label

GXMantis: 011418

The tab order has been rectified.

Odoo:

Tariff setup screen TAB order

GXMantis: 009730

The system now does not post the splitnr on lysglb.debfdetail for journals anymore.

Odoo:

System should not post splitnr on lysglb.debfdetail for journals

GXMantis: 011097

A new episode management option has been implemented for pathology purposes.

This functionality allows Lab codes to be switched electronically.

*Please see Appendix 11097.

Odoo: 36240

New option in "Episode Management" for Lab numbers


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Release Notes

GXMantis: 011500

If the billing group linking is set to "Debtor" in Gxoptions, a "*" will appear in front of the "Default

billing rate" label, and on the bottom left hand side of the episode management screen a label stating

"*Default billing rate determined by debtor".

If the billing group linking is set to "medical aid" in Gxoptions, a "*" will appear in front of the

"Default billing rate" label, and on the bottom left hand side of the episode management screen a label

stating "*Default billing rate determined by medical aid".

Odoo:

Invoicing: Default billing group problems

GXMantis: 010465

Limitations have been made to allow the user to only have 6 Gxgloreps.exe opened simultaneously.

Odoo:

GXGloReps: Allow 6 instances of the program to be open at once

GXMantis: 011094

Changes have been made on the refunds warning screen.

It will now display as "This account is not in credit. Are you sure you want to do a refund." .

*Please note: Only works on Over-payment, source documents.

Odoo:

Refunds: Ability to refund when account is in debit

GXMantis: 011178

Functionality has been added to the Diary sidebar in order to allow the user to send an SMS/E-Mail/Email Statement

to either the Patient or the Debtor instead of only to the patient like in the past.

Odoo:

Email Statement / SMS messages from Diary sidebar development

GXMantis: 010202

Functionality has been added to the Stock system to specify per individual stock item whether negative

stock levels are allowed for the specific stock item.

The setup for this is done in: Stock >> Stock Setup >> Stock >> Choose Category >> Select Stock Item >> Edit Stock

Item >> Negative Stock drop down on Stock Input screen.

Odoo:

Allow negative stock levels, setting per individual item

GXMantis: 010693

The user will now be able to link a patient to a Theatre booking as follow:

Diary >> right click on relevant time slot >> other appointments >> Theatre >> type reason in >> Tick:

"Link to debtor and patient" >> OK >> select relevant patient >> OK

The user will be able to "arrive" this Theatre booking and when the invoice is done, the App. Type will

change from arrive to treated.

Odoo:

Diary: Unable to link patient to Theatre booking


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Release Notes

GXMantis: 008747

A new report "Discharge Date Age Analysis" has been added to Hospital Systems to report on Age Analysis per

Case, according to the Discharge Date, as cases are only submitted when the patient is discharged.

Odoo:

Hospital Case Age Analysis per Discharge Date

GXMantis: 009352

Changes have been made to text displayed on the various Stock Adjustment screens.

Odoo:

Stock Adjustment screen changes

GXMantis: 009012

The "List index out of bounds" issue experienced on the Ledger Report Writer has been resolved.

Odoo:

Ledger Report Writer: List index out of bounds

GXMantis: 010021

Improvements have been made to the search function in Medical Aid Scheme list.

Odoo:

Medical Aid Scheme list search improvements

GXMantis: 011102

The changes have been made on the following screens:

- Traditional receipt screens.

- EBS screens.

- Yes/No Pop up screens.

The user will have the option to change the deposit amount before posting a receipt. But this function will

block the user if the same scenario is being preformed on the EBS screens.

Odoo:

Debtor deposits: Concede/deny changes to debtor deposit

GXMantis: 010551

The Credit Control Assistant can now be used with Capture Date. It is not advisable to toggle between

Service and Capture date.


Odoo:

CCA to also work by Capture Date

GXMantis: 010186

New functionality has been implemented.

When editing or adding a new Ledger level, the system will allow the users to use lower case characters in the levels

description field.

Odoo:

Ledger Level Configuration Screen: Allow lowercase


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Release Notes

GXMantis: 011252

The following changes have been made to the Medical Aid option list:

- Screen resolution is changed to standard 1000 x 700.

- F2 short-cut key will trigger the "OK" button.

- Ctrl+F function will focus on the "Filter on Option" and the F5 will focus on "Filter on scheme".

Odoo:

Medical aid option list screen: Misc issues

GXMantis: 010996

The relevant username will now display in the last column on the Journal report.

Odoo:

User to display on Journal report in Financial Reports

GXMantis: 011254

A new toggle ‘Unit Price’ has been implemented on the invoice report.

Odoo:

Unit price on the Invoice reports

GXMantis: 010530

New changes have been made on the Combination input screen.

*Please see Appendix 0010530

Odoo:

Balance billing & suffix description on combinations

GXMantis: 010091

A new toggle "Charge NAP on all Medical Aids" was added to GXoptions >> System Options >> Debtor

Transaction.

When selected for Hospital or Pharmacy Systems, the system will use nap pricing on all medical aids, and

when un-selected, the system will use the setup per medical aid to determine pricing.

Odoo: 47028

NAP toggle added to select NAP pricing across Entity level

GXMantis: 009892

The issue "Trying to revoke a drop target that has not been registered" experienced when doing a page preview or

page setup from the internal browser, has been resolved.

Odoo: 18503

Internal Web Browser Error

GXMantis: 010548

A new Advanced export option has been implemented on Financial reports.


Odoo:

Age Analysis and Daybook report: Advance export options


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GoodX Software ©


Release Notes

GXMantis: 011006

The issue where User access control settings, as set up in GXOptions, was not taken into account on the

editing of combinations. This has been resolved. User access control for combinations is set in: GXOptions

>> Access Control >> Options >> Change >> Access to list maintenance >> Check/Un-check Combinations.

Odoo:

Combination List Access Control

GXMantis: 011098

Following changes have been implemented on the New Journal action screen.

- Display service date column.

- Tick at month end system to date to mail service.

- Will show if a invoice is flagged as Debtpack.

- Fill own description in from Journal action.

Odoo:

New Journal Actions Screen: Screen changes

GXMantis: 011356

The translation issue on the XML post has been resolved.

Odoo: 50749

XML_Post: Feedback messages in English (tariff data v 1.30)

GXMantis: 010980

Sales Ledger Account per Stock Schema checkbox has been implemented.

This new toggle in GXoptions will determine whether the sales account is stored per entity or per stock

schema.

Odoo:

Stock Config: Share Sales Ledger account

GXMantis: 009934

Employer input field has been returned to the Debtor Input screen for Hospital IOD debtors.

Odoo:

IOD debtor employer DB field

GXMantis: 011086

The issue where the Diary module froze when auto refresh took place, has been resolved.

Odoo:

Diary screen freezes

GXMantis: 011095

The issue where re-printing an invoice from account enquiry confused the episode management, has been resolved.

*Please note: When reprinting invoices: Med debs >> Admittance >> Select required patient >> Reprint >>

On the invoice screen, press cancel >> After cancellation, the user can re-print the selected invoice.

Odoo:

Re-printing an invoice from the account enquiry confuses the episode management


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GoodX Software ©


Release Notes

GXMantis: 011207

The following features have been implemented on the GoodxSwitch Claim history screen.

- A new Credit Controller column has been added.

- Each user (per Windows user) can now fully "customize" their screen as needed.

Odoo:

Improvements on Goodx Switch Claim History screen.

GXMantis: 011060

New functionality has been added to repeat invoices more than once from the admittance screen.

*Please see appendix 11060

Odoo:

Ability to select an invoice and re-invoice it, on one or more Transaction date

GXMantis: 011068

The issue where unused statuses were displayed on the list of statuses that can be picked, has been

resolved.

Odoo:

Select Deb statuses when printing reports

GXMantis: 010911

Invoice counts have been added to the Daybook report for Debtors and Creditors.

Odoo:

Daybook report: Invoice count levels


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GoodX Software ©


Release Notes

New Feature : 4 change(s)

GXMantis: 010051

Report profile functionality has been added to the case report writer.

Odoo:

Hospital Case Report profiles

GXMantis: 011075

New print feature has been implemented in the stock take report.

If the "Print to Grid" tick has been ticked, the system will print in a grid format. And if unchecked, the system will print

reports in the traditional HTML format.

Odoo:

Stock Take reports on screen

GXMantis: 010216

New user privilege option: "Admission Supervisor" has been implemented.

- If checked, the user will have full access to change Admission dates.

- If unchecked, the user will receive a prompt message, asking for a supervisors credentials to change

dates if needed.

Odoo:

Hospital Admission date check

GXMantis: 010981

Improved search functionality has been implemented on the Stock module.

Odoo:

Stock list screens: Add sorting options


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GoodX Software ©


Release Notes

Problem Investigation : 1 change(s)

GXMantis: 011375

A new user preferences has been added called, "Comprehensive Inv - Use Old Tab Order".

This influences the Tab order in the New Comprehensive Invoice Screen for procedures, when the checkbox is

selected, the user will be able to enter the procedure without adjusting the price for each procedure, and

when the checkbox is un-selected, the user is taken to the price field before continuing to the next

procedure.

*Please note that the checkbox is ticked per default.

Odoo:

Tab order on new Comprehensive invoice screen


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GoodX Software ©


Release Notes

Request : 6 change(s)

GXMantis: 008910

Invoice detail view will now be available on the Creditors drilldown report.

Odoo:

Creditor Drilldown: Add invoice detail view

GXMantis: 011009

New Initials column has been implemented for Doctors.

Odoo:

Doctor Initials on list screen

GXMantis: 011296

Some screen changes have been made on the GxManage screen. Previously the focus was always on the first

record/field on the screen. Now the focus will be on the current entity the user is on.

These changes were done on the following:

- global lists >> stock

- global lists >> debtor statement messages >> bank details

- global lists >> price lists >> price list setup

- global lists >> price lists >> entity price list directory setup

Odoo:

GXManage List Management: Default on current entity

GXMantis: 010655

Functionality has been added to show paid up invoices from the stock credit note screen.

Odoo:

Able to see paid up invoices from the stock credit note screen

GXMantis: 010352

A column has been added to the hospital case screen for medical aid number.

Odoo: 34902

Hospital Case Screen additional columns

GXMantis: 011187

New feature has been implemented.

The payment method within the receipt screen will no longer be cleared after the previous batch has been finalized.

Please see Appendix 0011187

Odoo: 37490

Receipts: Method of payment

Total : 153 change(s)


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Balance billing & suffix description on combinations

PART 1: Balanced Billing Changes

The feature only applies to Tariffs / procedures (not stock item)

- Balanced Billing (Rand value)

Gives the user the option to add/Charge a value to either the patient or medical aid on a selected item.

Appendix 10530

- Balanced Billing (Percentage)

Gives the user the option to add/Charge a percentage to either the patient or medical aid on a selected

item.

PART 2: Description Suffix

This feature only applies to procedures, not for materials/meds/lab

Example

Please note:

The description will also be displayed on Invoice and Statement reports.

Appendix 10548

Age Analysis and Daybook report: Advance export options

A new option has been implemented

This option can be found after the Age Analysis/Daybook report has been generated.

Screen >> Export Advanced

Please note: The Export advanced option will only work on the current view the user is on.

Appendix 10551: CCA to also work by Capture Date

DescriptionCCA changes required to work according to capture date.

ImplementationSystem OptionsGXoptions >> System Options >> Debtors Tab

CCA Options1. Debtor Level

a. No Setup required. System will use debtor account outstanding amounts to generate CCA list. The listcan be saved and worked on later.

2. Invoice Level (Service Date)a. Uses service date to determine invoice to be worked on.

3. Invoice Level (Capture Date)a. Uses capture date to determine invoices to be worked on.

CCA DefaultsWhen doing a Medprax update, the system will use the specified config. and link new medical aids.

Debtors1. Removed CCA Invoice Status Old

a. Not used anymore, using the new method.2. Will only show menu items according to setup in options.

3. When using invoice level, the correct days column will be highlighted

Appendix 11060 Ability to select an invoice and re-invoice it on one or more Transaction date

This new feature can be located under Med debs >> Admittance >> Account >> Account Query screen >>

A button called “Repeat Invoice on other dates”.

This button only work on a selected invoice.

After the user has selected an invoice to repeat and the button is pressed, a new popup screen will

appear where the user has the option to select the dates to repeat the invoice.

1) Select the dates when this invoice should be repeated.

2) Apply your selected dates.

3) Show the dates which this invoice will be repeated. Underneath, the user have the option to

edit and remove dates as they wish.

4) After the user’s selection press ok >> this will take the user to an invoice screen (Each screen will

look differently, depending on your “User Preference”) and if satisfied, post the invoice.

Appendix 11097 New option in “Episode Management” for lab numbers

GxOptions

GxOptions >> System options >> Debtors

After changes >> add Custom Prefix >> Update data >> save

Med debs

Appendix: 11187

Receipts: Method of payment

GxDebs

Med debs >> Transaction >> Receipt-Invoice/item level:

Previously, the system cleared the Payment drop down box after finalizing the batch. Please see below:

Before1:

2:

3:

Now the payment drop down box will default from the previous batch.N1:

N2:

N3:

Financial

Financial >> Cashbook >> Select a desired cashbook >> Edit >> Tick “Use own receipt numbers” >> save.

The new feature will make it possible to use a variety of Payment methods, all in the second level, inreceipts.

*Please note that this feature will only work on Patient receipts.

Appendix: 11204

Credit Control Assistant (Standard) sends SMS messages with R0.00 amounts for the

patient balance.

Summary Messages generated in the old (Standard) CCA that contains the macro <P_BALANCE> was sent out with

the wrong value of R0.00.

The messages sent from the CCA are generated from templates that are set up in GXManage with

macros like <BALANS> for the total balance, <P_BALANCE> for the Patient balance, and <M_BALANCE>

for the Medical Aid balance.

Message Templates Setup The setup of the templates are done in GxManage >> Global lists >> SMS Template

SMS message setup:

*Please note: The CCA uses the Notebook category of messages!

Standard CCA selection

The standard CCA is selected in GXOptions as follows:

Message generation from the Standard CCA

To select the CCA: Med Debs >> Debtors >> Credit Control assistant

SMS messages can be sent from the CCA by just clicking on the specific menu option as shown above,

and then selecting the predefined template.

Sent message viewing

To view the sent CCA messages: Med Debs >> Batch transaction >> SMS History.

SMS Message viewing:

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