Recent Software Developments
Listed below are a number of the key enhancements that have been added to axis diplomat and axis payroll.
Kernel (Core) Software
Make Phone Calls from Telephony Monitor
Available to Software Assurance customers with axis diplomat 2024 or above and the Telephony Interface module
Release Date: 19/05/2026
A new context menu (right-click) option has been added to the Telephony Monitor to call numbers directly from the monitor.
The option is context-sensitive so, when right-clicking on a column in a row that does not contain a telephone number, the option is disabled. If the user selects a column in the row that does contain a telephone number, the option to directly call the number becomes available.
Sales Ledger, CRM & Sales Order Processing
Allow Customer Price Feeds for Prospect Accounts
Available to Software Assurance customers with axis diplomat 2024 or above and the Customer Price Feed Delivery module
Release Date: 06/08/2026
Configuration of Customer Price Feeds was previously restricted to live account customers. This has now been extended to also include prospect accounts.
This is because it may be desirable, for commercial reasons, to provide a prospective customer with regular price updates before they become a live customer account. For example, the receipt of automated daily price and stock updates may be a pre-requisite that they have before agreeing to buy from you.
Furthermore, for those using the Sales Ledger Buying Groups module, the Buying Group accounts are themselves set as prospect accounts to ensure that they are not inadvertently used for sales transactions. This new development means that a customer price feed can now be configured for a buying group.
For more information:
https://documentation.axisfirst.co.uk/sales-ledger-buying-groups/articles/29625
Exclude Zero Value Invoices from Background Printing
Available to Software Assurance customers with axis diplomat 2024 or above
Release Date: 23/06/2026
The Print Invoices function now provides the ability to exclude zero value invoices from invoice print runs, helping to minimise waste and reduce processing time.
This setting can be configured as a default within Sales Ledger Parameters, allowing organisations to embed the behaviour into their standard processes:
Users can also select the option manually when running individual invoice print runs, providing flexibility where business requirements vary:
Option to Exclude Credits from Goods on Account Invoicing
Available to Software Assurance customers with axis diplomat 2024 or above and the Goods on Account module
Release Date: 18/06/2026
The Create Invoices for Goods on A/C function has been enhanced to provide greater control over the generation of invoices and credit notes from Goods on Account bookings. A new option, 'Exclude credit bookings', has been added to the Invoicing Options within the selection criteria screen.
Goods on Account processing is commonly used to automatically generate sales invoices from outstanding bookings. In some business environments, however, users may wish to prevent credit bookings from being converted into credit notes during the same run.
When the new 'Exclude credit bookings' option is selected, the function will ignore any Goods on Account bookings that have a negative value and would otherwise result in the creation of a credit note. Positive value bookings continue to be processed normally.
Additional Domains in Customer Search
Available to Software Assurance customers with axis diplomat 2024 or above and the GFI Archiver Interface module
Release Date: 29/05/2026
The Customer Search function has been enhanced to support searching by additional domains names associated with customers. This allows users to locate customers using a website or email domain, in addition to the existing search criteria.
This is particularly useful when dealing with organisations that are more commonly recognised by their trading website or email domain rather than their company name. For example, users receiving communications from a particular website domain can now quickly identify the corresponding customer account.
When a customer account is found through an additional domain, the search results now indicate this by displaying a Match Type of Domain.
Enhanced Margin Visibility within Sales Order Enquiry
Available to Software Assurance customers with axis diplomat 2024 or above
Release Date: 19/05/2026
Sales Order maintenance and enquiry functions have been enhanced to show more margin information at a line level.
Columns are now included for:
- Cost
- Margin
- Margin Percentage
The cost and margin columns are monetary amounts for the total line so are particularly useful when dealing with larger quantities.
This gives users better visibility of detailed margin information, helping to ensure that profitability is not affected, for example when applying discounts.
Audit Trail for Delete Sales Order Line
Available to Software Assurance customers with axis diplomat 2024 or above
Release Date: 19/05/2026
When a line is deleted from a Sales Order, the system will now automatically generate an audit trail event recording the stock reference and quantity removed, along with the time, date and operator.
This provides a clearer operational history of changes made to Sales Orders.
Pricing information has intentionally not been included within the audit trail event due to privacy considerations. The function Audit Trail Search can be used to review these events, or a User Activity monitor can be created.
Configurable Debt Analysis Period for Debtors Letters
Available to Software Assurance customers with axis diplomat 2024 or above
Release Date: 13/05/2026
Previously, the Print Debtors Letters function used the overall customer debt analysis period defined in Maintain Sales Ledger Parameters but a separate Debtors Letters debt analysis period has now been added.
This allows, for example, Statements to use the standard monthly debt aging periods as defined in the customer debt analysis period length parameter and for Debtors Letter variants to be sent at 7, 14 and 21 days past their due date.
Customer Asset links
Available to Software Assurance customers with axis diplomat 2024 or above and the Customer Assets module
Release Date: 29/04/2026
axis diplomat has long supported the ability to link a CRM call to one specific asset (in this way, the CRM calls can be linked to the specific piece of customer equipment that the enquiry relates), link service contract line items to customer assets (to indicate which specific assets the service contract relates to), link assets to warranty packs (to apply an extended warranty to the asset) or link assets with other assets on a parent/child basis (to show individual components which make up an asset).
Now you can also:
(a) add links between assets (without creating a parent/child relationship) and
(b) add links from a CRM call to as many assets as you wish using the Call Maintenance 'Links' tab.
The Asset Enquiry/Maintenance function has been enhanced to:
(i) Add a 'Links' tab (familiar to users from other axis diplomat functions).
(ii) Provide a tick box on the asset enquiry/maintenance "Call History" and "Call Events" tabs giving users the option to include calls and call events relating to linked assets in addition to the asset in context.
Purchase Ledger & Purchase Order Processing
Additional Domains in Supplier Search
Available to Software Assurance customers with axis diplomat 2024 or above and the GFI Archiver Interface module
Release Date: 29/05/2026
The Supplier Search function has been extended to support searching by additional domain names associated with suppliers. This allows users to locate suppliers that use multiple website or email domains.
This is particularly useful when dealing with organisations that have a trading name that is different to their business name or have multiple trading identities.
When a supplier account is found through an additional domain, the search results now indicate this by displaying a Match Type of Domain.
Document Designer Templates for GRN and GRT
Available to Software Assurance customers with axis diplomat 2024 or above
Release Date: 19/05/2026
New default Document Designer templates are now included for both Goods Received Notes and Goods Returned Notes.
These templates can be enabled via the Document Parameters tab within the Supervisor Function Maintain POP Parameters:
By supplying default templates as a basis, tailored documents for a business' specific requirements can be more easily and quickly created.
Stock Ledger, Bill of Materials & MRP
Supplier Stock in Stock Monitor (JF)
Available to Software Assurance customers with axis diplomat 2024 or above
Release Date: 01/06/2026
The Stock Items monitor tab has been extended to include the following fields:
- Supplier Stock Quantity
- Supplier Expected Stock Quantity
- Supplier Stock Expected Date
These fields provide immediate visibility of supplier-held stock alongside existing stock information, making it easier to assess product availability and make informed purchasing, sales and fulfilment decisions.
The supplier stock figures shown exclude quantities held against supplier records that are considered out of date according to the standard supplier stock age calculation. This helps to ensure that displayed stock levels remain relevant and reliable.
Printing Works Order Document Status Codes on Documents
Available to Software Assurance customers with axis diplomat 2024 or above and the Compact MRP module
Release Date: 19/05/2026
The Works Order Document Status (description and/or code) is now available to incorporate into works order documents within the template designer.
Scripts can also be used to switch between different document templates, depending on the current status of the Works Order. This would mean, for example, that there could be a completely different layout for Works Orders that have a status of "In QC", perhaps including boxes for recording test results and a signature for the tester.
Warehouse Management
Age Restricted Products
Available to Software Assurance customers with axis diplomat 2024 or above and the Despatch & Delivery Management module
Release Date: 15/07/2026
For systems with Despatch & Delivery Management, the ability to flag a stock item for 'Age restricted sales' has been added.
This ensures that deliveries containing these items can only be consigned using services that provide age verification at the point of delivery.
Functions which provide delivery method selection (such as Import eBusiness Orders, Sales document maintenance functions, Delivery creation, Picking/Pack & Despatch and Consignment, including ‘best’ calculations), filter Delivery Methods according to age verification requirement. If any stock item on the order or delivery is flagged as requiring age verification then only Delivery Methods mapped to services which support verification will be available.
Additional Information in Delivery Enquiry
Available to Software Assurance customers with axis diplomat 2024 or above and the Delivery Service Provider Interfaces Foundation module
Release Date: 19/05/2026
A number of additional columns have been made available within the Delivery Items tab of Delivery Enquiry. This improves the visibility of customs, dangerous goods, and VAT-related information.
The following columns have been added:
- Country of Origin Code ISO 3166-1
Displays the two-character Country of Origin ISO code alongside the existing Country of Origin description. - Customs Group Description
Displays the description from the Customs Group file where available. - Customs Group Code
Added as a separate column and hidden by default. - UN Number
Displays the UN Number (on systems that also have the Dangerous Goods module). - VAT %
Displays the VAT percentage based on the stock item's VAT group.
This enhancement gives users faster access to key delivery item information without needing to move between multiple functions and is especially useful for businesses handling export, customs, dangerous goods, or VAT-sensitive goods.
eBusiness
Import Google Feed Details
Available to all customers with axis diplomat 2024 or above with eBusiness
Release Date: 22/05/2026
The function Import Price Feed Details has been renamed to Import Google Feed Details for better clarity.
Service Contract Management
Override Special Instructions in Create Invoices for Contracts
Available to Software Assurance customers with axis diplomat 2024 or above and the Service Contract Management module
Release Date: 19/05/2026
A new option has been added to the Create Invoices for Contracts function to override Special Instructions. When selected, this text replaces any existing special instructions held against the individual contracts on all of the generated invoices.
This provides a useful mechanism for adding temporary or release-specific customer messages, such as reminding customers of up-coming price changes, revised terms, or other important service information.
