Omni Accounts



UP TO 40% OFF 


UP TO 40% OFF 


[Download 7.16.63 Install]

Please note you will need a valid Upgrade Subscription and a 7.16 Upgrade Serial Number.

Please read the Upgrade Instructions before upgrading.

Please note, only use the install file if you are setting up a new server, or a new client. Running the install over an existing version will require a new registration, a new unlock key, all your users and permissions will need to be redone, and companies re-attached.

Need a different version? Please see our support page for other releases.

What’s New

***Requires Windows Vista and up. Certain functionality is not supported by XP.

Still using Firebird 2.5.x. New installations will install Firebird 2.5.7 Classic, including the optimised configuration files from IBSurgeon.

Below are just some of the highlights. There have been over 200 enhancements and small bug fixes.

***Changes not supported on XP

We have started using windows dialogs that were introduced from Windows Vista onwards. These allow us far more options than asking the user for a simple Yes/No, which make the system easier and more intuitive to use. Examples are when reversing a customer receipt (introduced in 7.15.62), and the new option in 7.15.62 to batch update the nominal ledger control account type.


Price Increase Wizard can now round to the nearest 5c, R5, 2c, etc.

Can now optionally assign user roles per company for a user.

New report parameter values for dates: First Day of Next Period and Last Day of Next Period.

In the report writer, the Filter mask now has an option to be an exclusion mask, for example, you can now extract a report on things like: Customer name is not like *Cash Sales*.

The Omni Report Writer can now pull Top X style reports, without the need for a custom layout.
When you pick your columns, select the new option to reverse the sorting of the first column. Then, select a max number of lines to return.
Standard reports that make use of these new features are the Most Popular Products, and Most Profitable Customers reports on the main menu under Sales Analysis.
Access to TeamViewer is now easily available in the Omni Help menu. We use TeamViewer for supporting our customers remotely.

Point of Sale

Lay bys

When restoring POS defaults for the Side Bar, you are now asked if you use Lay Bys. If you click Yes, then the required menu options are added under a group called Lay Bys.

There is now a new menu option called “Post Receipt for a Sales Order” that can be added to your sidebar (will get added to the lay by group if you restore defaults). This option will store a pre-allocation link between the receipt(s) posted and the selected sales order. When invoicing the sales order, the receipts will be picked up and allocated automatically. The prepaid amount can also be seen as a column on the sales order enquiry.

The 8 optional Extra Customer Info fields can now be marked as mandatory and/or unique. Since having the customer’s ID number is an important part of lay-bys, you can now name one of the fields “ID Number”, and set it as Unique. It will then be mandatory as well, and the user will be warned if they are trying to capture a duplicate customer.

–    Also, to make the creation of new customers easier, there are two new sales setup options, namely:

  • Whether statements are emailed or printed by default. Note: if you set emailing as the default, then when creating a customer (and not changing them to requiring a printed statement) the user will be warned if there is no email address captured for that customer account.
  • Customer Order number is required, can now be made a default on new customer accounts.

Sales Order Processing

On the Sales Order enquiry (when Expand to Show Detail is left unticked) the Short column can now be used to identify Sales Orders that have enough stock on all lines, and are therefore ready for delivery.

Reporting on number and value of Cancelled vs Expired and Completed is now easier than ever before, with a lot of exciting new reporting possibilities to see “what is in the pipeline”.

To help with customers who have periodic repeat sales orders, there is now a recurrences field on the customer quote. This now allows quotes to be converted to sales orders (or invoices) without them being marked as complete and deactivated. The quote expiry date should be set to the date that the customer’s prices are due for revising. This is part of the existing “Recurring Invoices” switch.

Quotes can now be converted to Sales Orders from the Statement tab of the Customer Edit screen.

For recurring customer invoices and quotes, in addition to the batch increase and restore defaults options, there is now an ”Update Selected” option on the enquiry to increase the number of recurrences left.

Dealing with changes in customer details after a sales document has been created, is now easier than ever. Postal Address is now in bold if different from the customer default. Useful if copying an old invoice, and address has changed, or invoicing/editing an existing document. The field is also bold when editing a customer branch and the branch’s postal address is different to the head office address. Pressing F12 in the bold field will revert it to the default value quickly and easily. What’s more, right-click restore defaults now asks you if you would like to check the customer master information. If something is different, you will be asked whether you would like to keep the different value, or use the customer default.

Stock selling prices – auto mark up

The value of the Per field on auto-mark up selling price can now be controlled by the user – you are no longer forced to use the same Per as the cost price. Affects Selling prices 1 to 3, and the auto-mark up deals.

Customer Deals – New Markup on Selling Price 1..3 option

On a customer deal, there previously the ability to markup on valuation or latest cost. This has now been expanded to allow you to choose to markup on one of the 3 selling prices.
Examples of use:

  1. Different warehouses/branches may have different selling prices. These can now be set to markup (possibly at 0%) of selling price 2 for example.  If you have say 6 branches, this then gives you the flexibility of assigning one of 3 different prices to each branch, without having to maintain them separately. For example selling price 2 to the nearby branches, and selling price 3 to the really remote branches.
  2. Let’s say you have named selling price 3 “Base Price”. This is essentially your minimum selling price, and all deals are a different markup of this base price. You can now set up volume based deals that markup on the base price. ie. selling price 3.

Selling Price checks

New Option to sell below Selling Price 3

Many sites use selling price 3 to store their base price, (ie. the min selling price that can be used, or the break-even SP, etc).

ie. this option can now be disabled, controlling the minimum markup/GP allowed per stock item.

Customer Credit Notes

Crediting an invoice will now update the credited quantity on the invoice line. Crediting the same invoice again will now reduce the default quantity to credit.

When an invoice is credited, if the moving average is used, the stock will be brought back at the same cost that it was invoiced out at (and not at the current valuation cost anymore). NB. You can no longer credit more than was invoiced for that line.

Automated follow ups and communications

To help with mailing out automated follow-ups on sales documents, the Stationery Template to use can now be specified in the automated command-line call.

General improvements have been made to following up on communications as well. Such as the ability to reprint a document as a reply, and a larger area for typing additional information into the body of the email before sending. Note: you will no longer be asked if you would like to update the defaults after making changes to the Subject or Body before sending the mail. There is now a button for saving those changes as the new default settings.

Stock – alternate bar codes

Can now specify a list of alternate bar codes for a product. For example, you receive the exact same product from a supplier, but sometimes the stock they send you has one factory’s bar code on, and other times it has a different factory’s bar code. You can now capture these in your system so that you can continue to use the bar code labels already on the product in your shop when selling the item.

Stock – Extra Info fields - mandatory option

Each of the 8 optional stock extra info fields, can now be specified as mandatory, so if a field is important to your business, you can now ensure the user fills it in.

Stock – warehouses

Warehouses can now be recorded. Useful when you have several offline branches and would like to merge their data at head office – and therefore need each branch to have different warehouse codes. Also facilitates the re-use of old records, as adding new warehouses requires a lot of database space on large stock systems.

Stock Labels for selected items

It is now easier to print labels for a selection stock items.

On the Stock Enquiry, right-click  and choose Print Stock Labels for Selected. On the new screen that opens up, enter the quantity required next to each stock code, then pick a template or design your own. Preview to check all looks okay, and that the starting label is correct, then Print.

Purchase Orders for Sales Orders

Purchase orders can now be done specifically for a Job, Sales Order, Decanting Batch or Inter Warehouse Requisition.

When viewing/editing the sales order, there is now a tab showing the outstanding Purchase Orders, Jobs, Decanting Batches, or Warehouse Requisitions for that sales order, as well as when their expected due date is.

Sales Orders cannot be cancelled if they have Purchase Orders linked, the Purchase Order needs to be cancelled/amended first.

When creating a purchase order, there is now an option to pull in and link a sales order.
When goods are received for the linked Purchase Order, the user will be prompted to process the sales order(s).

Job Costing / Manufacturing / Decanting

Sub Jobs and Decanting Batches

When items need to be manufactured for a master job, this can now be done via a decanting batch or another job. These sub-jobs/batches can be generated and linked automatically. When the sub job/decanting batch is manufactured, you will have the option of issuing to the master job or moving to the master job’s WIP. This new sub-job functionality is part of the existing “Sub Job Category” switch.

New Due Date field on jobs

In addition to having the date created, date last modified, and 9 progress dates, there is now also a dedicated Due Date field on the job.

Manufacturing Jobs – prompt to close

After manufacturing, if all items have been manufactured, and all costs accounted for, there is now a prompt to remind you to close the job.

New Relink option on Jobs

Products/Services/Non-Stock purchased for the wrong job can now be relinked to the correct job. If you use a WIP warehouse or have already issued the item to the job, ALL relevant transactions will be updated for you.

New Transfer option on Jobs

The surplus Products/Services/Buyouts purchased for a job can now be transferred to another job. If you use a WIP warehouse, or have already issued the item to the job, ALL relevant transactions will be posted for you.

Relinking non-stock

The altering of job allocations for non-stock purchases has been opened up again, since there is currently no transfer or WIP option for non-stock.


Monitor strict costing on your buyout items. Buyouts are a separate stock type in addition to Products and Services. Buyouts have to belong to a job, and pick up their costs from the supplier documentation.

In this release, buyouts can now be added to quotes. You will be prompted for the cost price when adding the buyout to the quote. It is very important that this cost price matches the price you will be paying for the buyout. It can be edited later if need be.

Main Menu - Job Costing

For easier access, if your screen is wide enough and Job Costing has been enabled, Job Costing can now be found directly off the main menu, in the top section. It is still available under General as well.

Decanting Batches

Balancing Decanting Batches is now easier. Pressing F12 will now adjust the Cost Price Per automatically if it is necessary to do so to make the batch balance.