New Feature Round-up | Windward Software

Q3- 2025 System Five Enhancements

Written by Windward Software Systems Inc | Sep 30, 2025 8:15:00 PM

Summary of Areas Changed

  • Backorder Validation
  • Unbalanced Transactions
  • Floor Planning Supplier Bills
  • Ship-To Customizable Grid
  • Rental Time Entry

In Q3 our Development team completed  over 70 fixes and enhancements.

Below you will find a write-up about some of the most significant enhancements.

Backorder Validation Enhancement

System Five has improved how inventory backorders are tracked and reported to make your data cleaner and more actionable.

What’s Changed?

  • RMAs (Return Merchandise Authorizations) Are No Longer Counted as Back Orders:
    Items being returned (RMAs) will no longer be flagged as back orders. This prevents old or irrelevant returns from cluttering your backorder reports and stock integrity checks.

  • Old Back Orders on Completed Invoices Are Ignored:
    Back orders linked to invoices that were completed before your company’s “minimum book month” are now excluded. These invoices are closed and cannot be filled, so they won’t show up in required orders reports or inventory checks anymore.

Why It Matters

Previously, outdated backorders—sometimes tied to RMAs or very old invoices—would still appear in reports, making it harder to see what actually needs to be ordered or filled. This enhancement ensures that only valid, fillable backorders are shown, saving staff time and improving accuracy.

How to Get It

  • No configuration is needed.
  • The enhancement is available in System Five versions 7.0.3.63 or later.

Notifications for Unbalanced Transactions

System Five has improved how it alerts users to unbalanced transactions, making it easier to identify and resolve issues without interrupting your workflow.

What’s New?

  • Windows Notifications for Non-Supervisors
    Instead of opening a full report, non-supervisor users will now receive a Windows notification when unbalanced transactions are detected. This keeps the interface clean and avoids unnecessary pop-ups.

  • Click to View Report
    If System Five is running, clicking the notification will open the full Unbalanced Transaction Report, allowing users to review and take action.

  • User-Specific Reporting
    Non-supervisors will now see only their own transactions in the report—rather than all transactions from their station. This ensures privacy and relevance.

  • Supervisors Still See Everything
    Supervisor-level users will continue to see all unbalanced transactions across the system, giving them full visibility for troubleshooting and oversight.

Why It Matters

This update streamlines the experience for everyday users while preserving full control for supervisors. It reduces clutter, improves focus, and ensures that users only see what’s relevant to them.

Improvements to Work Order Invoices and Supplier Bill Handling

System Five has introduced several important updates to improve accuracy and control when managing work order invoices and supplier bills when floor planned.

What’s New?

1. Work Order Invoices & Serial Stock

Work order invoices may appear as payable, but they cannot be paid if the serialized items are still in stock. This prevents premature payments and ensures that only completed transactions are processed.

2. Stricter Bill Matching Requirements for Floor Planning

Bills now require a match between:

Supplier
Payee
Financed By

This ensures that bills are correctly linked to the right entities and prevents errors caused by mismatched records.

🔍 Note: Bills linked to a Purchase Order (PO) are not automatically searched during this validation. Manual review may be needed.

3. Protection for Serialized Bills

Bills that include serialized items can no longer be deleted. This protects inventory integrity and prevents accidental loss of tracking for serialized stock.

4. Cheque Creation Accuracy

The system now correctly reports the number of cheques created. Previously, the “Cheques Created” message could be misleading if no cheques were actually generated.

Why It Matters

These updates help:

  • Prevent payment errors
  • Maintain accurate inventory and financial records
  • Improve audit trails for serialized items
  • Ensure that cheque processing reflects actual activity

Customizable Ship-To Grid on Invoices

System Five now gives users more flexibility when managing customer shipping details on invoices.

What’s New?

You can now customize the Ship-To customer grid on invoices to include:

  • Address Line 1
  • Address Line 2

This enhancement allows users to view and manage shipping addresses more efficiently—especially helpful for businesses that ship to multiple locations or need to verify address details during invoicing.

Why It Matters

By customizing the grid, users can:

    • Quickly confirm shipping details without opening additional screens
    • Reduce errors in delivery and billing
    • Improve workflow speed and accuracy

Flexible Rental Time Entry Options

System Five now offers a more intuitive and flexible way to enter rental dates and times, giving users two distinct options to suit their workflow preferences.

What’s New?

You can now choose between:

1. Keyboard Entry (via “Keys” button)

  • Ideal for users who prefer typing.
  • Supports arrow keys (left, right, up, down), backspace, and auto-formatting—no need to manually enter dashes or slashes.
  • A calendar will appear if you press the dropdown.
  • A red warning reminds users to press Enter to commit the value. 

2. Dropdown Selection (via “Dp dn” button)

  • Opens a calendar and scrollable time picker.
  • Perfect for mouse-based input and visual selection. 

Additional Tools

  • Clear Button: Resets the field to a default empty state (01/01/1900 12AM).
  • Today Button: Quickly sets the date to today’s system date.
  • Rental Times Tab Behavior:
    • Use “All Out At” or “All Out Now” to set rent-out time for all items—only affects items not yet rented out.
    • Items already marked as out won’t be changed when new items are added.

 

Take a look at all of the fixes and enhancements visit our Release Notes Page at

windwardsoftware.com/release-notes

Did you Know? Windward Software offers Custom Programming Services.

Customer-led development for Windward System Five focuses on creating solutions that directly address the specific business challenges faced by users. By actively involving customers in the development process, Windward Software ensures that its features and enhancements are tailored to real-world needs. This approach not only enhances the system’s functionality but also fosters a collaborative relationship with clients, driving innovation and delivering practical, effective tools for business problem-solving.

 

If you'd like a customization for your business please consider

Requesting A Product Enhancement

Now it's easier than ever to Update to our newest versions 

Windward has a new updater for customers on version 7.  Schedule an appointment to get the newest version with easy updates enabled https://www.windwardsoftware.com/bookings

Customers are required to be on an active Windward Maintenance Contract or a Windward System Five on Cloud subscriber to install or receive product updates.  The Windward Maintenance Contract is a standard annual business expense for all Windward System Five users.  Windward Software is in business to support your business, and this plan allows us to bring value to you when you need us most.

The video below shows some of the resources available to Windward Clients.

Find out more on the Windward Maintenance Contract site.