Recent Software Developments

Listed below are a number of the key enhancements that have been added to axis diplomat and axis payroll.

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Kernel (Core) Software

Outlook 365 Web

Available to all customers with axis diplomat 2026 or above

Release Date: 15/10/2026

If you are looking for the convenience of sending emails directly from axis diplomat but without the need to have the Outlook Windows application installed, then axis diplomat 2026 has the answer.

axis diplomat can now send emails utilising Outlook 365 web. Users continue to click on ‘send email’ icons and menu options as they always have, but with axis diplomat 2026, this opens a window to the Outlook 365 web email dialogue rather than the Outlook Windows application.

If your organisation primarily uses Outlook 365 web, this may remove the need for you to install Outlook as a Windows application reducing complexity as well as storage and processor overheads.

axis diplomat 2026 continues to support integration with locally installed Outlook Windows application so your organisation can choose between the Windows or web versions of Outlook depending on the best solution for you.

The techie bits: axis diplomat 2026 switches from sending emails using locally installed MAPI to using the Microsoft Graph API and a WebView2 window of Outlook 365 web. A system-wide configuration option allows selection between these methods.

Grouped Data Views in Data Lists

Available to all customers with axis diplomat 2026 or above

Release Date: 15/10/2026

Grouped Data Views are a new concept in axis diplomat 2026 that allow you to create your own sub-totalled views of any scrolling data list and save them for future use.

For example, in this Sales Transactions monitor tab, you could choose to create a Grouped Data View showing the total net turnover for each Customer Group.

Having selected Create Grouped Data View, you provide a name for the view, specify the column that you want to group by (Customer Groups in this case) and the column to use for the aggregate (the total value of the Net Price column in this case):

You then see a summary of the items in that monitor tab, sub-totalled by each Customer Group:

You can drill down into any of the rows, if you want to gain a better understanding of what individual items make up a particular row:

This is easier and quicker than going back to the original monitor tab and filtering to the specific Customer Group.

A Grouped Data View can have multiple 'Group By' columns and/or multiple Aggregate Columns. Here, for example, is a view grouped by both Customer Group and Sales Group:

This then shows, for each Customer Group, the breakdown for each Sales Group:

Although the example above uses a monitor tab, the facility is available wherever data lists appear in the system.

For example, it would be possible to use a Grouped Data View on the Item History tab of a Customer Enquiry to see the Average Ordered Quantity across different Product Groups for that customer.

Grouped Data Views allow you to perform detailed analysis within the system that would previously have meant exporting the data to a spreadsheet.

Full Support for International Names and Addresses

Available to all customers with axis diplomat 2026 or above

Release Date: 15/10/2026

Коректне відображення імен і адрес (‘Correct display of names and addresses’)

It’s important to be able to represent your customer’s name and address correctly wherever they are, or whatever their heritage, whether your customers hail from Ukraine, Poland, Hungary or other countries across Central and Eastern Europe and the wider world.

Previous versions of axis diplomat stored contact and address information using character sets designed primarily for Western European languages and could not accurately store many characters used in elsewhere, such as Ł, Č, Ř, Ș, Ű and entire Cyrillic alphabets. We’ve extensively re-engineered the way axis diplomat 2026 stores and processes customer and supplier names and addresses to use the ‘Unicode’ standard.

Unicode support ensures that customer and supplier names and addresses are stored and displayed exactly as intended, including accented characters and non-English alphabets. This improves data accuracy, enhances the customer experience, and helps ensure documents, labels and communications are produced correctly regardless of language.

Of course, this does rely on name and address information being received by axis diplomat from other systems using this standard (for example your eCommerce web site1) and any systems to which axis diplomat needs to send name and address data2 also supporting the standard (for example delivery service providers or fulfilment service providers).

1 axis vMerchant Express eCommerce web sites already support this standard.

2 We integrate with a long list of third-party systems including carriers, postal services, and fulfilment service providers whose capabilities vary. Please contact us if you have a query regarding support for this functionality with a specific provider.

Scheduled Reporting - Automated Monitor Reports

Available to all customers with axis diplomat 2026 or above

Release Date: 15/10/2026

Have you ever wanted to send information from your axis diplomat system to someone, whether a colleague, a customer, an accountant or someone else entirely, on a regular basis? Scheduled Reporting aims to answer this need.

Some example applications for this functionality could include:

With this new facility, the contents of any monitor tab can be sent to an email recipient, or simply saved in your axis diplomat documents folder for you, as either:

The report can be generated on varying frequencies (daily, weekly, monthly or yearly) and at specified times and days. This means, for example, that you can send a report daily at 6am, Monday through Friday.

In simple terms, if the information required can be represented on a monitor tab, it can be generated and sent automatically on a regular basis.

Configuring a Scheduled Report is simple with a new Scheduled Reporting button at the bottom of every monitor tab:

The presence of this button is controlled via a new specific permission on the user's account which is off by default:

Scheduled Reporting is an extremely powerful tool and this means that only the users who should be allowed to have access can see the button on their monitors.

AES-256 Encryption

Available to all customers with axis diplomat 2026 or above

Release Date: 15/10/2026

As part of the release of axis diplomat 2026, we are pleased to announce a significant upgrade to axis diplomat's security architecture: all system data encryption is being transitioned to industry‑standard AES-256 encryption.

This change is a part of our commitment to protecting your data using proven, widely trusted security technologies, aligning with modern compliance and best practice expectations.

What’s Changing?

The axis diplomat database, it's associated SQL database and file attachments will all be encrypted using AES-256 (Advanced Encryption Standard, 256‑bit key length).

This includes information such as customer and supplier records, financial transactions, employee and payroll data, as well as documents and attachments stored within the system.

The encryption and decryption processes are performed transparently by the axis diplomat software and the Microsoft SQL Server database platform, so day-to-day users can continue working without changing the way they use the system.

(Excludes Microsoft SQL Express edition which does not support Transparent data encryption (TDE) functionality. We recommend that any customer currently running with SQL Express edition upgrade to SQL Server Standard or higher in order to fully implement data encryption.)

Why We’re Making This Change

1. Increased threat
We see cyber-crime as one of the biggest existential threats to business today.

2. Industry Standardisation
AES-256 is a globally recognised encryption standard used by governments, financial institutions, and major cloud providers worldwide. It is the de facto standard for high-security encryption. Moving to a widely adopted standard ensures compatibility with modern security frameworks and best practices.

3. Improved Transparency and Trust
Standardised cryptography: Has been extensively analysed and tested by the global security community.
Avoids reliance on “security through obscurity”.
Provides greater assurance to customers, auditors, and regulators.

4.Compliance Alignment
AES-256 supports compliance with common regulatory and security frameworks, including:

5. Futureproofing
AES-256 is widely considered robust even in the face of emerging technologies, including potential future quantum computing developments.

What This Means for You

✅ No Change to User Experience

No changes to how you use the system.
No new processes or workflows to learn.

✅ Automatic Upgrade

AES-256 Encryption will be updated automatically as part of the upgrade to axis diplomat 2026.

✅ Stronger Security Posture

Improved protection of sensitive data.
Alignment with modern security expectations.

Frequently Asked Questions (FAQs)

1. What is AES-256?
AES-256 is an encryption standard that uses a 256‑bit key to protect data. It is widely regarded as one of the most secure encryption methods available and is used globally for sensitive data protection.

2. Will I need to do anything to enable this?
No. The transition is handled as part of the upgrade.

3. Will this impact system performance?
Whilst the encryption and decryption process does impose additional processor load, AES-256 is highly efficient and supported by modern processors (including hardware acceleration). In practice, we do not expect there to be a noticeable impact on performance for typical workloads.

4. Does this affect data at rest, in transit, or both?
The upgrade applies to Data at rest (stored data such as database files and backups)

5. Is AES-256 secure against future threats like quantum computing?
AES-256 is widely considered resilient against foreseeable quantum threats. While quantum computing may reduce its theoretical strength, it remains highly secure in practical terms.
Importantly, AES-256 ensures that your data remains protected both now and for the long term.

6. Will this effect integrations or APIs?
No. Encryption changes are internal to axis diplomat. Where axis diplomat interfaces with third party systems (for example EDI or Delivery Service Providers), data is first decrypted and then passed to the third party using whatever encryption or secure protocols are dictated by that interface.

7. Will this affect me accessing the axis diplomat SQL database via the Windows ODBC driver interface?
No. The Microsoft SQL ODBC driver handles encryption/decryption transparently to the user.

8. Does this change impact backups or disaster recovery?
Backups will also benefit from AES-256 encryption. Existing backup processes remain unchanged, but stored data will now be protected to a higher standard.

9. When will this change take effect?
The rollout will occur as part of upgrading an axis diplomat system to axis diplomat 2026.

10. Can I opt-out of using encryption?
No. axis diplomat 2026 will only be supported with AES-256 encryption enabled. Given the increasing level of threat of data loss from cyber-attack and requirements from legislation, government and industry guidance, the cyber security insurance industry, and requirements from supply chains, we do not consider it viable to run ERP systems in the years ahead without this level of encryption. If you have a concern over how this might affect your operation, please discuss this with your account manager or the software services team.

Support for 64-bit Microsoft Office

Available to Software Assurance customers with axis diplomat 2024 or above

Release Date: 12/06/2026

axis diplomat 2026 can now integrate with the 64-bit version (or the previously supported 32-bit version) of Microsoft Office when Office is installed on either a Windows Server or Windows PC.

The version of Microsoft Office installed is detected automatically and axis diplomat will adjust to integrate with the installed version without any manual configuration being required.

Running the 64-bit version of Microsoft Office allows Office applications to address more memory, allowing more complex spreadsheets in Excel and helping in environments with very large Outlook mailboxes.

Not all 3rd party applications support 64-bit Microsoft Office - check that any other applications you are using are also compatible before considering the switch.

Note that axis diplomat can also now integrate directly to Microsoft Office 365 Outlook web when sending emails. In some cases, this may obviate the need for you to have Outlook installed as a Windows application at all in your environment.

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.

Nominal Ledger & General Accounts

Enhanced Nominal Account Types

Available to all customers with axis diplomat 2026 or above

Release Date: 15/10/2026

New and standard at axis diplomat 2026, Enhanced Nominal Account Types extends the existing Nominal Account Types to allow Draft Accounts and Budgetary Analysis reports, together with the Profit & Loss and Balance Sheet Monitors, to present financial information grouped in a format which is aligned with standard UK accounting categories.

The Account Type is assigned to the Nominal Account using the Amend Nominal Account Details function as shown below:

Existing nominal accounts are automatically converted from the old types to the following new types:

Accounts may then be manually amended to make use of the other new types.

Draft Accounts style reports and monitors have additional totalling by the new account types with new sub-totals for:

Nominal Balance Sheet Monitor showing Sub-Totals by Account Type

For more information:

https://documentation.axisfirst.co.uk/enhanced-nominal-account-types/articles/29819

Enter Postponed VAT - Attach C79

Available to all customers with axis diplomat 2026 or above

Release Date: 15/10/2026

When entering Postponed VAT, there is now an attachments tab, allowing the addition of any relevant files. Once the transaction has been filed, the attachment(s) will be added to the attachments tab of the supplier invoice for the transaction.

Import Nominal Journals

Available to all customers with axis diplomat 2026 or above

Release Date: 15/10/2026

The Nominal Ledger Journals function has been extended to include a facility to import journals from a spreadsheet. In addition to normal day-to-day requirements, this can also assist with loading journals generated by non-users of axis diplomat such as external accountants or payroll systems.

The import supports a number of file formats, including Microsoft Excel®, CSV (comma separated variable) and TSV (tab separated variable).

The file to be imported must include columns for Nominal Account Number, Debit Amount and Credit Amount. Additional columns may also be mapped for:

As with a variety of other imports on the system, you have the option of setting these to fixed values so they do not need to exist in the import file.

Once you have specified the mapping between the file's columns and the journal fields, you can save the details in a profile. This means that you do not need to go through this process every time if you regularly get files to import in the same format.

A typical spreadsheet might look like this:

The import function would then allow you to match the columns in the spreadsheet with the required data field:

Once imported, the journals appear within the function, ready for filing in the usual way:

Nominal Journal Templates

Available to all customers with axis diplomat 2026 or above

Release Date: 15/10/2026

A new Nominal Ledger function has been added to create and maintain Nominal Ledger Journal Templates. This allows users to define journal templates where the default coding for regular journals can be recorded. These journal templates can then be used in the Nominal Ledger Journals function to manually enter values without needing to key the nominal account codes. Typical examples for journal templates are entry of fixed asset depreciation journals and entry of payroll journals.

A number of different templates can be defined, for different requirements:

An additional entry type has been added into Nominal Ledger Journals to allow entry using a template:

The use of Nominal Ledger journal templates for the entry of regular, variable value, journals assists accounts users by removing the need to remember or search for Nominal Ledger codes. This reduces the risk of mis-entry, whilst also speeding up processing of regular journals.

For more information:

https://documentation.axisfirst.co.uk/nominal-ledger-journal-templates/article/148025

Bank Account Reconciliation Enhancements

Available to all customers with axis diplomat 2026 or above

Release Date: 15/10/2026

The Bank Account Reconciliation function within the Cash Book now supports attachments, with an optional viewing pane to see PDF format attachment files whilst reconciling items. This allows the user to attach copies of bank statements and work through the reconciliation on a single screen.

The attachments are stored as Nominal Account attachments and can also be viewed from both Nominal Account Enquiry and Cash Account Enquiry.

The target reconciliation balance and reconciliation date are also now editable from the reconciliation screen above.

The function has also been extended to allow cash book transactions to be booked from within the function, removing the need to suspend the reconciliation to correct transactions or to enter missing ones.

As new transactions are entered from within Bank Account Reconciliation, they are automatically flagged as reconciled.

Sales Ledger, CRM & Sales Order Processing

AI Assisted Import in Sales Order Maintenance

Available to all customers with axis diplomat 2026 or above

Release Date: 15/10/2026

axis diplomat 2026 now includes optional AI assistance when using the Import facility within Sales Order Maintenance.

The Import option has been included within Sales Order Maintenance for some time, to allow order lines, typically provided as a spreadsheet, to be imported:

By utilising Microsoft's Azure AI Document Intelligence, this option has now been extended to analyse your customer's purchase orders supplied in PDF format. It will try and identify the part codes and quantities from the document:

Any items that cannot be matched are shown in a preview pane but the matched ones can still be imported.

Your data remains secure during processing and is not retained or used by the AI system for training.

For those who receive a large percentage of their customer's orders as PDFs via email, this can represent a significant time-saving, particularly on orders that contain a large number of items.

Sales Order Release Mode for Quotations

Available to all customers with axis diplomat 2026 or above

Release Date: 15/10/2026

Sales Order Release Mode is now supported on quotations in addition to sales orders. This is useful if, for example, a special agreed price is conditional on everything being sent in a single delivery.

When entering a quotation, the default release mode from the customer account will be used but may be changed.

When the quotation is subsequently converted to an order, the setting will be retained. Upon upgrading to axis diplomat 2026, any existing open quotations will be set with the default release mode from the customer account.

Exceptional Sales

Available to all customers with axis diplomat 2026 or above

Release Date: 15/10/2026

Previously only available as an additional option, Exceptional Sales is now standard.

The Exceptional Sale flag is used to exclude specific transactions for the calculation of average demand in the standard Stock Forecasting functionality and for historical demand by the optional Demand Forecasting module.

Sales Business Intelligence selectors can also be written to include/exclude exceptional sales from the reported sales as required.

Flagging a sales transaction line as an exceptional sale prevents unusual one-off transactions from skewing stock demand history when planning future required stock levels.

The 'Exceptional Sale' flag may be set on sales order lines and carried through to the invoice transaction or may be set retrospectively on the invoice. Lines on credit notes may also be marked as exceptional.

A customer may also be flagged as Exceptional sales (via the Account Details tab): if set, all orders for the customer will default to being an exceptional sale.

For more information:

https://documentation.axisfirst.co.uk/exceptional-sale/articles/30124

Improved Load Speed for Customer Enquiry

Available to all customers with axis diplomat 2026 or above

Release Date: 15/10/2026

The Customer Enquiry function has been enhanced to improve performance when viewing customer accounts holding large volumes of historical data. Several data-intensive tabs now retrieve information in the background, allowing users to begin working with an account whilst additional information continues to load behind the scenes.

This applies to the following tabs within Customer Enquiry:

The development is particularly beneficial where customer accounts contain a lot of transactions, providing a more responsive experience when reviewing account information. This is especially helpful when accounts are loaded whilst the customer is on the phone, such as when axis diplomat is linked to a phone system that automatically loads the customer enquiry from the incoming call.

Refresh on Customer Price List Maintenance

Available to all customers with axis diplomat 2026 or above

Release Date: 15/10/2026

The Customer Price List tab within Customer Enquiry has been enhanced with a new Refresh button, allowing users to immediately reload customer pricing information without having to close and reopen the customer record.

Previously, Price List updates from other areas of axis diplomat, such as Sales Order or Quotation maintenance, meant that users would need to reopen the Customer Enquiry function before seeing the price changes.

Branded HTML Call Email Templates

Available to all customers with axis diplomat 2026 or above

Release Date: 15/10/2026

Call Email Types provides new functionality for anyone using the built-in CRM capabilities of axis diplomat.

This allows you to define a number of email templates for various standard communications with your customers and prospects, ranging from responding to sales enquiries to warranty claims - in fact, any situation for which you normally raise a CRM Call.

Each Call Email Type has an HTML Email template attached and this is used to send an email to the call contact when a call has its Call Email Type set.

Setting a new Call Email Type can also force other updates to the call, such as deferring the call for a set period of time.

To send an email, it is then just a case of selecting the email template from within the call event dialog:

Note that the list of Email Templates is limited to those associated with the call type. The example above shows an Accounts call and so the Email Templates list only includes templates available for Accounts calls.

The template is used to pre-populate the email content but the operator has the opportunity to amend the email before sending, if they wish to personalise it in some way. For example, they would be able to edit the email to add a line such as "Thank you for your call this morning, it was good to catch up." before sending.

Use Customer Stock Description for Quotations and Sales Orders

Available to all customers with axis diplomat 2026 or above

Release Date: 15/10/2026

Customer Price Lists have been extended to provide customer-specific item descriptions that can then be used for Sales Orders and Quotations and shown on customer-facing documentation.

The functionality is enabled via a parameter on the Prompt Defaults tab of the function Maintain SOP Parameters:

Enabling this option will replace the standard stock description with the customer's own stock description (if defined) when adding items to Quotation and Sales Order documents. This means that you are now able to provide customers with documents that show their unique descriptions for products.

A new Document Designer field also has been added for "Item Internal Description", which is always the item's description from the stock ledger, regardless of whether there is a customer-specific description for this item on a given document. This means that documents that are used internally (such as a pick note) can still show your description whilst those documents that go to a customer (such as an invoice or delivery note) can show their description.

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.

Improved 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:

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.

Improved Validation of Scanned Documents

Available to Software Assurance customers with axis diplomat 2024 or above and the Despatch & Delivery Management module

Release Date: 13/04/2026

The Attach Documents function has been enhanced to provide improved validation of scanned delivery documents, helping to prevent processing errors caused by incorrect Optical Character Recognition (OCR) results.

Documents can now be validated using a checksum contained within the scanned filename. During processing, axis diplomat verifies that the document reference and checksum contained within the filename match the expected values generated by the system. Documents that fail validation are prevented from being processed and are clearly identified for user review.

Where a document cannot be validated, the function displays the reason why the document is not suitable for processing, such as an invalid filename format or a checksum mismatch caused by an OCR recognition error. This improves the reliability of automated document processing by ensuring that scanned documents are validated before any attachment or post-processing activity takes place.

Purchase Ledger & Purchase Order Processing

Transfer Cost Price from Sales Order to Purchase Order

Available to all customers with axis diplomat 2026 or above

Release Date: 15/10/2026

Sales Order Maintenance has been modified to add a new option to the Purchase Ordering and Delivery Details tab in item entry/amendment for 'Use sales order cost'.

This option can be used to set the purchase order unit price for the item to the unit cost from the sales order when back-to-back ordering or creating purchase requirements from sales orders.

This is most useful for items that are quoted by suppliers on a Price On Application (POA) basis and from which the selling price has been calculated rather than using a fixed selling price from the stock record or customer price list.

Show Date and Time Supplier Price Last Updated

Available to all customers with axis diplomat 2026 or above

Release Date: 15/10/2026

Supplier price lists now record the time as well as the date that the price and supplier stock levels were last updated, providing further clarity on how up-to-date the information is. This is especially useful on systems with automated price feeds running multiple times each day.

AI Processing in Purchase Invoice Booking

Available to all customers with axis diplomat 2026 or above

Release Date: 15/10/2026

axis diplomat 2026 includes optional AI functionality to assist in processing purchase invoices and credit notes.

Utilising Microsoft's Azure AI Document Intelligence, your data remains secure during processing and is not retained or used for training purposes.

The AI functionality builds upon the Purchase Invoice Attachment Preview pane released with axis diplomat 2024 and analyses the attached document to try and identify the supplier and populate fields within Purchase Invoice Booking.

Supplier identification is done by way of trying to identify an exact Purchase Order reference. If that fails, it will look for a VAT registration number on a supplier account or a supplier Account Number. In the event of partial matches, a list of possible suppliers is shown. Ensuring your supplier data in axis diplomat is populated with the supplier's account number for you and their VAT number will greatly increase the success rate of this stage. If no supplier is found, the supplier may still be manually selected.

Once a supplier has been selected, the invoice header details are populated for review and amendment.

The AI functionality also populates the invoice analysis details.

If an outstanding purchase order has been identified, any matching order line items will be added. If no purchase order line items have been matched, the lines will be inserted as Additional Items using the supplier default nominal analysis code, if set. If no default nominal code is set on the supplier the additional item lines will be populated without a nominal code and will require manual amendment. Setting default nominal expense codes on your supplier accounts further increases the efficiency when entering additional items both manually and using AI.

A separate line is entered per line on the supplier invoice, together with the line description and price.

For more information:

https://documentation.axisfirst.co.uk/purchase-invoice-booking/article/160799

https://learn.microsoft.com/en-us/azure/foundry/responsible-ai/document-intelligence/data-privacy-security

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.

Stock Ledger, Bill of Materials & MRP

Improved Load Speed for Stock Enquiry

Available to all customers with axis diplomat 2026 or above

Release Date: 15/10/2026

The Stock Enquiry function has been enhanced to improve performance on systems with large volumes of historical transactions or traceability data. Several data-intensive tabs now retrieve information in the background, allowing users to begin working with a stock item immediately whilst additional information continues to load behind the scenes.

This applies to the following Stock Enquiry tabs:

For organisations with significant stock transactions, particularly when they are concentrated on particular stock items, these enhancements help improve day-to-day efficiency by allowing users to access stock information more quickly.

Auto Schedule Sales Order

Available to all customers with axis diplomat 2026 or above and the Compact MRP module

Release Date: 15/10/2026

A new mode of operation has been added to Compact MRP to automatically schedule sales orders.

The setting is configured via the function Maintain MRP Parameters:

Note that the option is only available when the default order status is Planned.

Once enabled, axis diplomat will automatically create and schedule Works Orders for manufactured items as Sales Orders are filed. This removes the need for users to manually run Schedule Planned Orders after filing each sales order.

As well as forming part of the entry of new Sales Orders and the conversion of Quotations into Sales Orders, additional manufactured items added to existing Sales Orders will also be scheduled automatically.

Master Batch Component Transfer

Available to all customers with axis diplomat 2026 or above and the Compact MRP module

Release Date: 15/10/2026

Compact MRP has been enhanced, when used in conjunction with Stock Traceability, to support finished goods that inherit key batch details from a designated master component within the Bill of Materials.

The specific component is marked as the master traceable component:

When goods are received from works, the system can then identify the defined master component and transfer its batch reference and Best Before Date onto the finished goods batch. This is particularly useful where the finished product’s traceability is driven by a primary ingredient or component rather than by a newly generated production batch reference.

Where more than one batch of the master component has been issued to the Works Order, the system determines which batch should drive the finished goods details. If Best Before Date control applies, the earliest Best Before Date is used. Where Best Before Date is not applicable, standard FIFO logic is used.

This helps to reduce manual entry and ensure that finished goods retain the correct traceability back to the component batch used in manufacture. Typical applications include where the manufacturing process is essentially re-packaging, decanting or supplementing one core item.

Partial Goods Received from Works by Issued Components

Available to all customers with axis diplomat 2026 or above and the Compact MRP module

Release Date: 15/10/2026

A new parameter-controlled enhancement has been introduced to allow finished goods to be received from Works Orders based on the quantity that can be built from components already issued to the Works Order. This provides greater flexibility when assemblies are produced in batches or when not all components have been issued at the point some of the goods need to be received.

When enabled, axis diplomat automatically calculates the maximum quantity that can be received based on the issued component quantities and the Works Order's Bill of Materials. The same calculation is applied consistently throughout the Goods Received from Works process, ensuring receipt quantities remain aligned with the materials that have been issued.

This enhancement allows users to receive only the quantity that has physically been completed, rather than requiring the full Works Order quantity to be available before any receipt can take place. Any remaining quantity stays on the Works Order and can be received later as additional components are issued and production progresses.

This is particularly beneficial for businesses that manufacture or assemble products in multiple stages, allowing completed stock to become available sooner for allocation and despatch.

Supplier Stock in Stock Monitor

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:

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:

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.

axis payroll

Director's Status

Available to all customers with axis payroll 2026 or above

Release Date: 15/10/2026

The 'NIC and Tax' tab in Amend Employee Details and in Employee Enquiry display two new indicators in the 'National Insurance Contributions' group area to provide visibility of an employee's director status.

The first field is 'Director' which will be ticked if the employee is flagged as a director. The second field is 'NIC on account' which will show as set if the director is set to make NIC contributions on account.

As these cannot be amended from the employee record, prompt help directs the user to use the 'Amend Director's Details' function to amend these settings.

Additional columns have also been provided within the Employee Monitor and HR Monitor functions to show this information as well:

HR Monitor Qualifications Tab

Available to all customers with axis payroll 2026 or above

Release Date: 15/10/2026

A new tab has been added to the HR Monitor, listing employees' qualifications. All recorded employee qualifications will be listed and can be sorted in any way required.

Qualifications that have expired are highlighted in red and, along with a column showing the number of days until a current qualification expires, this provides a useful tool for keeping track of professional re-validation.

Job Title Attachments

Available to all customers with axis payroll 2026 or above

Release Date: 15/10/2026

Job Titles within the axis payroll now support attachments. The attachments tab, visible when amending a Job Title in the Maintain Payroll Descriptions function, can be used to attach any documents relevant to specific roles (for example a document containing the full description or text to be used when recruiting).

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