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