Yodah.app

Yodah is a complete system to manage your business.

Combining your marketing, operations and accounts into a single platform, Yodah allows you to run your business more efficiency, saving time and increasing profits.

Read more
Explore Yodah

Yodah is a single online platform to run your business

Fundamentally, all businesses have 3 core processes; Marketing, Operations and Accounts.

The efficiency and profitability of a business relies not only upon how well these systems work individually, but also how well they work collectively.

Yodah combines these 3 processes into 1 platform making your business smarter, faster and more profitable.

Read on to find out more about the features of the systems and why having a single place to work is the smarter choice.

Marketing

Digital marketing campaigns that feed leads directly through to your sales and order processing systems, including;

Contacts manager

E-commerce

Email marketing

Yodah's marketing features

Operations

Highly customisable and automated workflows that can be made to work the way you work, not the other way around.

Sales Orders

Purchase Orders

Jobs

Workflows

Services

Products/inventory

Bookings

Yodah's operations features

Accounts

Fully featured accounting system that is powerful, easy to use and comes with lots of time saving features.

Digital invoicing

Digital statements

VAT Return (MTD)

Card payments

Bank reconciliation

Yodah's accounting features

System-wide features

File storage, emails and notes from across all features are stored and accessed from a single place - Yodah.

Tasks

File storage

Audit logs

Yodah's system-wide features

News

Yodah Updates

30.10.2019
An update was applied this morning:
 
Card Payments
  • Update to notifications so that payments and allocations are now separate notifications
  • Update to notifications so that failed card payments are not shown as false positives
  • Fixed a bug with combined proformas/invoices which threw an error message ‘you cannot pay more than the invoice amount’
 
Mailables 
  • Customer statement layout has been updated so that the senders company name is shown in the top right of the page with the rest of the senders info
  • Credit notes have had ‘Invoice ref:’ changed to ‘Credit ref:’
  • Fixed a bug whereby customer statements would not send sometimes
  • Added an option under Setup > PDFs that allows you to show the short description of products on quotes and invoices
 
SOs
  • We have added order contacts details to the order contact so that it is easier to see the customers contact info
  • Fixed a bug with the SO list search so that it searches SO values
  • Fixed a visual bug whereby some dropdown menu items could not be partially seen
 
 
Jobs
  • Fixed a bug with the job status report which did not return jobs that were at a particular status for only one day
 
Products
  • Added related products feature to products
  • Shipping rate can now be set per configuration of product
 
 
Many thanks for your continued support!

Yodah Updates

24.09.2019
The latest update has been applied this morning as follows;
 
API
We have been working on our API which can be used to turn your website into an online portal or e-commerce shop for your customers. For example you could allow users to login to you website to;
  • Purchase products or services
  • View or interact with orders (upload files, complete forms etc)
  • Update/change their contact details
  • etc
 
Please contact us if you would like further information on this.
 
Year End
We have added Year end functionality and updated our turnover and P&L reports so that they allow access to all previous periods and years whilst calculating the correct figures. Only users with the ‘Accountant’ privilege can run the Year End feature.
 
Bank Rec
If there are any unapproved expenses, you will be notified of this when you open the Bank rec feature. This will help avoid duplicating of transactions.
 
VAT Return
Further fixes and improvements to the VAT Return feature.
 
Pay now for combined invoices/proformas
You will now find the Pay Now button on combined invoices and proformas.
 
Comments/notes
Comments and notes (e.g. SO comments) have been improved to use markdown formatting. This should make comments easier to read and use.
 
There are also various other minor bug fixes and improvements.

Yodah updates

20.08.2019
We applied an update overnight with the following changes;
 
Card payments - 3DS
Card payments are now taken using 3DS in preparation for the upcoming PSD2 changes that come into effect in Europe on 14th September (which makes this security step mandatory for all online card payments). This means when a customer makes a card payment, they will be prompted for a second security code (2 factor authentication) by their bank, making online card transactions more secure.
 
A side effect of this is that we can no longer take customer card payments over the phone within Yodah, as we would not be privy to the customers secret security code. We have therefore removed this feature from the admin pages.
 
Expenses
We have updated expenses approval within Yodah to make it faster and easier to use.
 
SO Mark tasks as complete
We have added a new feature to Sales Orders which allows all tasks related to the sales order to be marked as complete. This can be useful when a SO is updated to Lost/Complete status, to automatically complete any associated tasks. You can turn this on using the Sales Order Workflow editor under Setup.
 
Bug Fixes
  • Transaction list – fixed miscalculation error
  • Job list – fixed the search so you can now search for jobs via their job ID
  • Card payment notification – we fixed a bug that caused a card payment notification to be sent when the card transaction was not successfully completed
  • Batch invoice – fixed a bug whereby the default VAT was not being applied to the transactions

Yodah Updates

15.04.2019
Hi everyone, 
 
The latest Yodah update is as follows;
 
New features
 
Notifications & Slack 
 
You will find a new page under Setup called Notifications. On this page you can control your companies’ notifications settings, including turning on Slack integration so that you receive notifications from Yodah as direct messages to yourself or into your Slack channels for group messages.
 
There are a range of notifications that can be turned on/off from this page, the most notable being for customer card payments received by Yodah and if a system email failes to be delivered.
 
Tasks have also been upgraded to work with the new notification system, so that users are now reminded if a task is due (or overdue). We have also added a new dashboard widget showing your upcoming tasks.
 
SO follow-ups now work differently too, instead of setting a generic date to ‘follow-up’ the order, it is a shortcut to create a task that is linked to the order.
 
 
Minor fixes & improvements
 
VAT MTD – we have added the HMRC security headers
 
Batch invoices/credits – the default N/C for the customer/supplier is now automatically pulled through when adding batch invoices/credits
 
Customer statements – we have fixed a bug whereby the companies’ users were not being pulled through to the Email to field when creating a customer statement
 
PO PDF – we have amended the products/services table in Purchase Order PDFs so that the Net and VAT values are displayed more clearly
 
Proforma PDF – we have added the date to a proforma PDF
 
Customer edit – fixed a bug whereby you did not get an error message if trying to add a contact with no name
 
Finance activity view – we have separated the type and ref columns so that you can order by type
 
Number of comments – we have fixed a bug where the number of comments was sometimes calculated incorrectly
 
Export TB – we have fixed a bug that caused rows with a value of 0 to be included in the Trial Balance export
 

Yodah Updates

11.03.2019
Hi everyone,
 
Updates as follows (which are being applied over the weekend);
 
New features & enhancements
 
System email logs - System emails (quotes/invoices/statements/receipts etc) are now fully logged so you are able to see if/when the email was delivered, as well as if/when it was opened, and if/when any links were clicked on within the email.
 
Please note: to use the email link click tracking feature, then you must add links to emails as links, as it will not work on plain text. i.e. add a link as <a href=”full URL here”>Link name</a>.
 
You can also see a list of all emails sent by the system under Setup > Email -> Sent Emails History button.
 
We will be adding notifications in the next update (e.g. if there was a problem sending the email, you will be notified via Slack/email).
 
Expenses – We have improved the expenses approval system so that you can rotate and zoom into reciepts to make them easier to view.
 
Interactive Statements – We have improved our statements making them easier to read and understand as well as providing more information.
 
We have now added an extra ‘Remaining’ column which displays the amount of money that has not been allocated from a transaction. Users also have the ability to hide/show fully allocated transactions (so that you can hide all paid invoices, or show them if you want to check how payents have been allocated). We have also introduced the hover feature that shows you how transactions have been allocated against other transactions
 
Interactive statements now offer all the information a customer needs to view all of their transactions, download any missing invoices and see which invoices their payments have been allocated against.

Debtors – we have added 2 new action buttons to the debors page that allow you to quickly create a task for a customer with the default text ‘Chase {customer.name} for debt’ or to quickly send a statement to a customer.
 
Purchase Credit (PC) – You can now save files against a PC
 
 
Bug fixes
 
Expenses App - We fixed a bug with the expenses app that stopped images from being saved to the PI/BP when the expense was approved. We also fixed another bug whereby the date of the expense was being saved as the current date (instead of the actual date set when the expense is created)
 
Finance activity – We have made minor improvements to the layout of the table to make it easier to read
 
Trial balance – fixed an issue whereby the VAT liability may not be displayed on the TB
 
Period balance – we have identified and an issue whereby a customers period balance may be calculated incorrectly when transactions were unallocated.
 
Purchase Invoice carriage – we have identified and fixed an issue whereby carriage charges were not automatically added to a PI generated for a PO.
 
VAT Return – we have identified and fixed an issue whereby some journal entries may not be displayed correctly on the VAT Return.
 
Thanks

Yodah updates

27.02.2019
Card payments
 
We now have card payment facilities built into Yodah. This means that once you have signed up to it, you will be able to accept card payments from directly within Yodah.
 
You can do this when logged in by clicking on the pay icon on invoices, or navigating to Customers -> Card payments.
 
Also, you have the option to offer customers the ability to pay for proformas or invoices from directly within the invoice if it is sent as a web link. Payments made will automatically be allocated against the invoice.
 
There is a setting for card surcharges that can be charged to customers who are paying with a corporate credit card. We have implemented a card checker that will identify if this type of card is being used and then automatically apply the card surcharge. We cannot guarantee that this card checker will work 100% of the time as we are not in control of the card number database that it uses, however, during testing it has not let us down yet and we are expecting reliability of 99%+ at this point in time. If the surcharge is applied to the payment, Yodah will automatically add the surcharge value to the invoice on the customer’s account and allocate the payment against it.
 
If you would like to get signed up to use card payments just pop me an email and we can get the application started, it takes around 2 weeks to process once submitted.
 
The process involves signing up for your payment gateway and merchant services being provided by Yodah. Rates are listed on the card payments page when you are logged in.
 
Edit jobs
 
There was a [very annoying] bug that was stopping you from editing some jobs. Apologies for this – it has now been fixed.
 
Edit customers
 
There was a bug that was preventing customers setup as individuals from editing some of their contact details. This has now been fixed.
 
Expenses
 
There was a bug that was preventing some expenses with multiple images from being approved, this has now been fixed.
 
That is all of the updates for this week – we expect the next update to cover minor bug fixes and improvements and it should be pushed out early next week.
 
Thanks again!

Making Tax Digital (MTD) - VAT

12.02.2019
We are pleased to announce that Yodah is now recognised by HMRC for Making Tax Digital (MTD) VAT which will become mandatory for businesses from April 2019. 

You can find us listed on HMRC's website as a recognised application: https://www.gov.uk/guidance/software-for-sending-income-tax-updates

For our users, this means that after completing the MTD VAT setup in Yodah, your VAT return is sent directly to HMRC when you complete your VAT return on Yodah.

For further information, please press the help button on the Accounts => VAT Return page.

Copyright © 2019. All Rights Reserved