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.

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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 Update

30.03.2021
Hi everyone,

We have applied an update with the following new features or significant changes;

Yodah Card Payments (Beta)

Yodah now has its own card payments service. It offers a quick and easy signup (in around 10 minutes) without any monthly subscription fees. You can also accept payments using Apple Pay and Google Pay as well as any major debit or credit card for a flat rate of 1.9% + 20p per transaction.

To find out more goto Setup -> Card Payments when you are logged into Yodah.

Wordpress E-Commerce API Plugin (Beta)
We have created a Plugin for Wordpress which allows you to turn your Wordpress site into an online E-commerce shop powered by Yodah! Please contact us at support@yodah.app for further information and to get your API key.

VAT Reverse Charge
Our VAT Return system has been updated to comply with the latest HMRC CIS Reverse Charge requirements.

Transaction Editing
There have been significant improvements to the ability to edit transactions, including Bank Transactions, Invoices and Journal Entries. The Yodah Customer Knowledge Base provides further detailed information on how transactions can now be edited.

There are many more minor improvements and fixes, however these are not detailed here any more as there are too many to list. If they relate to a support ticket that you have raised then you will receive an update from the support portal about the relevant issue.

Best Wishes & Have A Great Easter!

Yodah Update

30.11.2020
Good morning users,

Over the weekend we applied an update with the following new features;

Send Custom Email from Sales Orders
  • We have updated the Sales Order page so that you can now send custom emails straight from the order page.

Customers
  • Admin staff can now be assigned to customer Companies and Contacts
  • You can make this mandatory by changing the new setting on Setup -> My Business -> Customers tab

Email Marketing
  • Added ‘Auto remove duplicates’ feature to marketing lists
  • Added ability to quickly send a test email to yourself
  • Improved Marketing Email UI

Chart of Accounts
  • You can now create sub-headings within the reports

Customer Credit Limit Changed Notification
  • We have added a new notification which is triggered when a customers credit is changed

Products table
  • Weight, true cost and shipping rate have been added to the products table


There has been a number of other minor improvements and bug fixes, however they will no longer be listed on these email updates - instead users that requested or raised the issue in our support system will be automatically updated via that support ticket.

Many thanks for your continued support!

Yodah Update

30.10.2020
Hi all,

As you may be aware, we now have a new support ticketing system that you can submit and track bug fixes and new feature suggestions.

If you have any issues or suggestions please email them to support@yodah.app and they will automatically be added to the ticketing system. Alternatively you can view and manage and submit your tickets by going to: https://yodah.atlassian.net 

An update was applied this morning with the following changes;

NEW - Card Receipt Email
  • Please check you are happy with the default text in Setup -> Emails (Card Receipt). This email is sent to customers automatically when they successfully make a card payment.

NEW - Notification
  • New notification ‘Unsent Purchase Call-Offs’ - this sends a notification reminding you if there is a Purchase Order Call-Off that has not been sent. 

Sales Orders/Purchase Orders
  • Numerous improvements to the new Purchase Order Call-Off system and its integration with Sales Orders

E-commerce API
  • Improvements to notifications and information displayed within Yodah when a E-commerce order is placed by the API

Card payments
  • Further improvements to 2FA on customer card payments
  • Please remember to check the new Transaction Log if you are unsure as to whether a customers card payment was successful. This is accessed via Customers -> Card Payments (Transaction Log button at the top right of the page)

Payments
  • When making a payment when you select the Customer/Supplier the system will now show you the default billing contacts for the Customer/Supplier. You can then add/remove the contacts you wish the receipt/remittance to be sent to
  • Fixed a bug where the allocations table rows were not highlighting when they were being selected

Dashboard
  • Added net columns to the dashboard widgets

Manufacturing
  • Numerous improvements to the UI for creating/editing manufacturing batches

Mailables
  • Fixed an issue with mailable links not working
  • Added a custom error screen if a link to a mailable does not work (i.e. it shows your companies logo and contact details as opposed to the old ‘whoops there was a problem…’ message)

Thanks for your continued support.

Stay safe! 😷

Yodah Updates

05.10.2020
Hi all,

The latest update will be applied tonight with changes as follows;

NEW - Sales Forecast

  • We have added a new feature which can be found under Reports -> Sales Forecast
  • The sales forecast feature uses the 'Estimated date' and ‘Probability' fields from Sales Orders and any Call-off dates that have been set to calculate expected sales in an interactive chart
  • This gives you an up to date view of any orders that have been booked in over the upcoming weeks/months
  • The feature also provides a handy way to show which ‘Estimated dates’ are in the past and need to be updated by your sales team

Sales Orders
  • Added warning message to users if the minimum quantity for a product is not met for an order. (The minimum quantity for a product can be set on the edit product page)
  • Added the introducer field back to the edit SO page
  • Added a warning to the edit SO page if the ‘Estimated date’ is in the past
  • Sales Order Call-Offs have had a significant re-work, including the following:
  • We have added a new field ‘Confirmed with customer’
  • When creating a call-off, dropship call-offs will automatically be created independently of stock/manufactured call-offs for greater transparency
  • Dropship call-offs are now linked directly to the new Purchase Order Call-offs making it more clear for users as to how Sales Orders and Purchase Orders are linked

Purchase Orders
  • Purchase orders have been upgraded so that they now include Call-Offs (essentially they now work in a very similar way to Sales Order Call-Offs)
  • This means that a Purchase Order can be raised as a whole and call-offs can be made as they are required
  • Dropship Purchase Order Call-Offs are automatically linked to Sales -Order call-offs for greater transparency
  • Invoices are now saved against PO Call-Offs for greater transparency
  • We have added a description field to Purchase Order products so that notes can be saved against a product which are shown on the Purchase Order. For dropship products, the description from the Sales Order is automatically added to the product in the Purchase Order when it is created
  • We have added a notes field to Purchase Order Call-offs which are shown on the mailable to the Supplier

Manufacturing
  • Added the ability to link a manufacturing batch to a Sales Order. When linked the manufacturing batch will show on the Sales Order edit page (under a new table called related manufacturing)
  • Fixed a bug with completing and cancelling manufacturing batches
  • Added a filter to hide cancelled manufacturing batches
  • Added the manufacturing icon to all manufactured products in the products table
  • Removed the ability to create manufactured products when there are not enough components in stock

Calendar
  • Added tasks to the calendar with a filter show/hide tasks
  • Added ability for the calendar to remember any previously applied filters
  • Sales-Order call-offs have transparency applied if the ‘Confirmed with customer’ checkbox has not been checked for the call-off
  • Removed cancelled manufacturing batches

Card Payments
  • We have added new logging functionality to card payments which can be accessed from Customer -> Card Payments (press the transaction log button a the top right of the page). This is useful when looking to confirm if a customer has had failed or successful card payments

Products
  • You can now change a product type from the edit product page. Due to the nature of products, only the following changes are allowed:
  • Stock -> manufactured
  • Stock -> dropship
  • Dropship -> stock
  • Dropship -> manufactured
  • Service -> sub-contract
  • Sub-contract -> service
  • Fixed an issue with Stock reports not working

Notifications
  • Added a new notification ’Stock Shortfall’ which sends a notification if the quantity of a product in stock falls below the low stock value
  • Added 2 new summary notifications, which are sent every morning;
  • Low stock - lists any stock that is below their respective low stock values
  • Call-Off overdue - lists any call-offs which have their date in the past

Emails
  • Added extra variables to system email templates so that you can now refer to contacts by their title/first name/last name (as opposed to their whole name only)
  • Fixed a bug whereby product file links may not work sometimes

Contacts
  • Added tags to the contacts list table and added filters so that they can be searched for
  • Fixed a bug where there is a data tables error when searching the contacts list
  • Added ability to add tags to individual contacts
  • Converted contacts into a datatable when editing a company so it’s easier to view companies with a large amount of contacts

Recurring Invoices
  • Added ability to edit the customers billing address

VAT Return
  • Fixed bug issues

Expenses
  • Fixed an issue with the save location of images for expenses

Mailables
  • The pay now button is no longer shown on PDFs if the proforma has already been paid

Yodah Updates

20.07.2020
Following is a long overdue update on Yodah. Parts of this update (such as the visual improvements) have actually already been made to your systems over the last week or so, however we wanted to bring all users up to speed so they know what features and bug fixes have been completed.

Going forward we expect updates to become more regular again.

Thanks for your understanding.

New Features

Mailables
  • We have added a feature whereby links to product files can now be included in your quotes and proformas. You need to turn this on on the Setup -> Emails page. Then any products that have published files will be shown as links on your quotes to customers. This will be useful for product brochures/specification sheets etc

Customer Marketing Preferences
  • We have added two new checkboxes to Customer Contacts which allows you to record the customers marketing preferences. This includes whether the customer wishes to receive general information and updates about your company, or whether they wish to receive marketing information about your products. This can be set by users, or customers can change their preferences if you provide the link for them on emails. It is recommended that your system emails are updated to include this link (Setup -> Emails).

Custom Fields for Contacts
  • We have added a new feature to Contacts which allows you to create and save custom data fields for your contacts. It can be accessed using the button at the top of the Customer -> Contacts page. These fields can be used in marketing emails (below)

Importing Contacts
  • You can now import contact lists from a .csv file, which can be found on the Company -> Contacts page using the import button at the top of the page. 

Email Marketing
  • There is a new main menu heading called Marketing
  • You can create email marketing lists from your existing contacts. Note you can now bulk import contacts using the new contact importer wizard above
  • You can create and schedule marketing or company information emails to be sent to your marketing lists
  • Please note that there will be fees for marketing emails sent using Yodah. Further details will be released under a separate note shortly.

Stock Forecasting
  • Sales Orders will now check stock availability when creating call-offs. If there is not enough quantity of a product in stock to fulfil the order on the selected date, the user will receive a warning message about this. This includes whether there is enough stock to fulfil the call-off they are creating, but will not leave enough stock for future call-offs. 
  • There is also a graphical display of stock going in/out so users can quickly and easily see when there will be enough stock available for a customers order. This can be accessed by pressing on the product name in a sales order, or the ‘i’ button on the products pages

Manufacturing
  • We have added the manufacturing planner which allows you to create manufacturing batches to help better organise manufacturing and stock control. This can be accessed on the main menu under the products heading. When a manufacturing batch is created, this will update the stock forecasts which will help both sales and operation staff organise their orders. 


Fixes/Improvements

Files
  • We have updated our filesystem to use AWS S3 for file storage (when not using the MS Graph Sharepoint). This means all of your files uploaded to Yodah are now stored in an S3 bucket. You do not have to do anything different as a user (it is a behind the scenes change), but this just means that your files is that it is automatically backed up in accordance with AWS S3 SLA. This includes your database backups. You can read more about AWS S3 data redundancy here: https://docs.aws.amazon.com/AmazonS3/latest/dev/DataDurability.html

Customer Company List
  • Added balance and credit limit columns and the ability to filter to-from values 

Sales Orders
  • Added a new field to Sales Orders called site ref. This is an optional field that is for internal use only (it is not displayed to a customer)
  • Added a new field to Sales Orders called lead time. This is an optional field that is displayed on quotes and proformas
  • Added a duplicate button to products in a Sales Order, so you can now quickly duplicate them
  • Added an extra field to edit product modal within Sales Orders called notes. It is an optional multi line text input for internal use (it is not shown to customers)

Calendar
  • You can now see manufacturing batches (from the manufacturing planner) on the calendar
  • We have added some filters to the top of the calendar so that you can better organise what is being displayed
  • We have changed the colours of items shown on the calendar so that it is easier to distinguish between them

Mailables
  • Street 2 from the address was not showing on mailables - this has now been added

Contacts
  • We have renamed Job Role to tags for contacts and improved its functionality so that tag names can be managed. This is because tags should not be limited to job role and form an important part of managing your contacts and marketing lists.

Products
  • You can now add video links to products (Youtube and Vimeo supported)
  • When retiring a product group, you will receive a notification if any of this product is in stock
  • Option to include retired products in stock reports
  • We have added the ability to set a minimum SO order quantity for a product

Stock Take
  • Added a date field, so a date can be set for the stock take that was in the past
  • Ability to export a stock report

Chart of Accounts
  • Chart of accounts settings added to Setup -> Accounts which allows you to configure the layout of the BS and P&L reports

API
  • Added express checkout feature to the API (customers can now checkout on a single page without logging in)

VAT
  • BR/BP Transactions now show the correct ref in the VAT return tables
  • Adjustments are now shown on the VAT summary
  • Fixes to HMRC VAT Return Headers


Thanks for your continued support

Yodah Update

28.02.2020
Hi all,

An update is being applied over the weekend as follows;

Emails
  • You can now send system emails directly from your companies domain. Up until this point emails may have shown up in some customers/suppliers email clients as being ’sent on behalf of’. If you follow the wizard on the Setup -> Emails page you can now change this so that email are sent directly from your domain. This will also help reduce the chances of system emails ending up in spam folders (to the point whereby emails should have the same likelihood of getting through to the end user as if you were sending an email directly from your email account). You will need access to your domains DNS settings to complete this setup.
  • We have now increased the logging of errors for system emails to provide more specific details about emails that fail to send. System emails can be viewed on the Setup -> Emails page by pressing the ’Sent Emails History’ button at the top of the page.

Accounts Reporting
  • We have implemented the Chart of Accounts feature, so that your Profit & Loss and Balance Sheet reports can be customised. This can be setup on the Setup -> Accounts page. 

Sales Orders
  • We have added the introducer field as a search filter to the Sales Order list and also a column on the Sales Order table. This is also now included in exports

Products
  • We have added a new feature called ‘Retired’ to products. It is a checkbox that can be checked on a product group or a product. Checking this box means that the product cannot be added to new Sales/Purchase orders and will be hidden from stock reports by default.
  • We have added the product category as an extra column on the Product groups table which you can also sort by 
  • Fixed bugs with the stock report so that products are displayed in the sort order of the stock list
  • Fixed a bug with the stock report whereby some products were not displayed
  • Fixed a bug with the low stock feature
  • You can now add links to videos to products which are returned via the E-commerce API

Customers
  • We have fixed a bug whereby the address search field was not working

VAT Return
  • Small fix to the VAT return and the way it was displaying Journal Entries
  • Added product details for invoices to VAT returns
  • Previous VAT return exports now show adjustments and a couple of minor layout fixes

Coming next is the Customer importer which will bring us a step closer to email marketing, some visual enhancements to make everything look nicer on the eye and improve the User Interface and a new Stock Forecasting feature.

Thanks for your support.

Yodah Update

16.02.2020
A small update has been applied this weekend, with the following changes;

Sales Orders
  • For manufactured products when creating/editing an order, it now displays the can be made value
  • We have put margin in its own column and also added profit & margin to SO list exports
  • If the admin has the correct privilages, they can now edit invoices from the SO invoice tab (previously it was only the SI list)
  • When creating a call-off, we have updated the stock checking algorithm so that it now checks future call-offs and includes Purchase Orders. i.e. when a user creates a call-off and adds the date, the system will check if there is enough of the product available for the set date to fulfil the order. This is calculated as follows: ‘Quantity in stock’ - ‘Quantity in packing’ + ‘Purchase orders’ (with delivery before this date + any POs without a due date) - ‘Call-offs’ (up to the set date). It also does a secondary check for call-offs after the date being set, checking that there will be enough stock for future call-offs too.

Purchase Orders
  • We have now added collection notes to stock POs

Products
  • We have fixed a bug that was making some products that are low stock not display red
  • On the stock take, we have changed it so that dropship products that have a product in stock of 0 are not displayed to make the list shorter and easier to manage
  • On the stock take, we have fixed a bug whereby products that were negative were not shown
  • Delivery due date has been added to the ‘On order' modal

Emails/PDFs
  • For quote emails we have added an extra variable so that the email can appear to come from the user that the SO is assigned to or the admin that is sending the email
  • On quotes, we have changed the date label from ‘Modified date’ to “Date'

Tasks
  • We have renamed one of the 'Linked to’ variables from User to Contact

Card payments
  • Fixed a bug that was making some payments not work (due to background errors with rounding

Finance activity
  • Fixed a bug that was making finance activity not display when changing the From date

Calendar
  • Purchase Orders with the due date filled in are now shown on the calendar

Thanks

Yodah Update

16.02.2020
A small update has been applied this weekend, with the following changes;

Sales Orders
  • For manufactured products when creating/editing an order, it now displays the can be made value
  • We have put margin in its own column and also added profit & margin to SO list exports
  • If the admin has the correct privilages, they can now edit invoices from the SO invoice tab (previously it was only the SI list)
  • When creating a call-off, we have updated the stock checking algorithm so that it now checks future call-offs and includes Purchase Orders. i.e. when a user creates a call-off and adds the date, the system will check if there is enough of the product available for the set date to fulfil the order. This is calculated as follows: ‘Quantity in stock’ - ‘Quantity in packing’ + ‘Purchase orders’ (with delivery before this date + any POs without a due date) - ‘Call-offs’ (up to the set date). It also does a secondary check for call-offs after the date being set, checking that there will be enough stock for future call-offs too.

Purchase Orders
  • We have now added collection notes to stock POs

Products
  • We have fixed a bug that was making some products that are low stock not display red
  • On the stock take, we have changed it so that dropship products that have a product in stock of 0 are not displayed to make the list shorter and easier to manage
  • On the stock take, we have fixed a bug whereby products that were negative were not shown
  • Delivery due date has been added to the ‘On order' modal

Emails/PDFs
  • For quote emails we have added an extra variable so that the email can appear to come from the user that the SO is assigned to or the admin that is sending the email
  • On quotes, we have changed the date label from ‘Modified date’ to “Date'

Tasks
  • We have renamed one of the 'Linked to’ variables from User to Contact

Card payments
  • Fixed a bug that was making some payments not work (due to background errors with rounding

Finance activity
  • Fixed a bug that was making finance activity not display when changing the From date

Calendar
  • Purchase Orders with the due date filled in are now shown on the calendar

Thanks

Yodah Updates

17.01.2020
There is an update being applied over the weekend as follows;
 
Customers
  • You can now delete customers/contacts from the customer list page. You can only delete customers/contacts with no activity saved against them
  • On the edit customer page we have now tabulated the addresses so that they are easier to view and edit
  • You can now save comments against customer addresses
 
Sales Orders
  • We have made packing and delivery notes available on both the call-off and delivered stages for more flexibility
  • When creating/editing SOs, we have added an extra option to delivery address called ‘Customer collection’. When checked, you can select an office address to show where the order will be collected from. This address is then used on packing and delivery notes.
  • Added a new filter so that you can now quickly filter the SO list to hide Completed/Lost orders (i.e. the list only shows ‘active’ orders)
 
Call-offs
  • We have added weight and pallet spaces to the call-off info modal
  • We have added buttons so that call-offs can be dispatched from this modal (which may be useful from the calendar page)
  • Sales orders are now opened in a new window if you use the link to view the order
 
Products
  • We have added a new field to products called ‘Weight’. This value is shown in call-offs and on delivery/packing notes (as well as a total weight value being calculated and displayed). Previously, you may have added weight as a product attribute, unfortunately, this is a separate value and needs to be filled in. Going forward, do not use weight as a product attribute (use this field instead). You will receive a warning message when creating call-offs letting you know if a product within the call-off does not have a weight value, this is so that staff are aware that the total weight value may not be correct.
  • We have added a feature whereby you can now add guidelines for product/service descriptions. This can be found on the Setup > Products page.  This will be useful if you are adding products/service descriptions which are then displayed on your website using the API.
  • We have added product name to the Purchase Order Override, so that particular suppliers can have custom SKUs and product Names show on their Purchase Orders.
 
Mailables/PDFs/Notifications
  • Added admin user variables to the system emails. This means that you can now customise system emails (e.g. quotes) so that they appear to come from specific admin users as opposed to your companies generic sales/accounts address. 
  • Fixed a bug with links to mailables occasionally not working correctly
  • Fixed a bug whereby admin users credentials may not be sent
  • Fixed issues whereby the incorrect company name was showing on some system notifications (new user created, low stock warning, PO delivery notifications)
  • Updated the Purchase Order notification to include orders that have been fully delivered
 
Thanks

Yodah Updates

08.01.2020
Happy New Year!
 
Over the last few weeks we have been adding lots of tooltips across the system. There have also been a number of updates applied, in summary;
 
Customers
  • You can now link a contact to a company address, allowing you to geo-locate your contacts. This can be made mandatory in order for users to progress a Sales Order with this company (ensuring that your customer data is as accurate as possible and there are no hold-ups with the order)
  • New address type ‘branch’ added
  • You can now link companies to different bank accounts which are displayed on their invoices
 
Sales Orders (SOs)
  • Product availability is now checked when call-offs are created and if the stock is low, a warning is shown to the user
  • ‘Quote Draft’ status has been renamed to ‘Lead’
  • Option to make the delivery address contact a required field
  • Quantity of a product in stock and available has been added to the products table in an SO
  • Product type has been added to the product selector in create SO products table
  • ‘Required by’ field has been renamed to ‘Estimated date’
  • Improved UI so you can now add addresses when creating new contacts from within an SO
 
Call-offs
  • Pallet spaces field has been added
  • Total product weight is now calculated and displayed (for all products that have a weight value added)
  • Delivery address can be edited from the call-off modal
 
Sales Invoices (Sis)
  • New filter for credit limits added
 
Purchase Orders (POs)
  • Delivery number has now been added to incoming deliveries
  • Required by and Due date fields have been added to the PO list
  • You can now duplicate a PO from the PO list
 
Products
  • True cost feature added to products, this allows a value to be entered which is used to calculate the margin of a product (as opposed to using the actual purchase cost of the product). This is useful for accounting for incoming delivery costs, import duties, labour costs in processing/manufacturing etc.
  • Materials planner has been added whereby shortfall can be calculated for a product and its components based upon scheduled call-offs. Purchase Orders for the components can be raised at the click of a button
  • Feature text has been added to products. This is an extra field that is returned with a product in API calls
  • Minimum stock levels have been added, including notifications to users when this threshold is reached and a filter to the products table to view products below the threshold
  • Multiples of and minimum order quantities have been added to products. Warnings are displayed on SOs & POs if these requirements are not met
  • Ability to minimise the top products table for better UI
 
Notifications
  • New notification when a PO is delivered or partially delivered
 
Mailables
  • GDN and packing notes have been updated with pallet spaces & weight fields
  • There is now the option to include product attributes on mailabales
  • Our email server (which sends system emails) has been upgraded to its own dedicated IP which should help improve email deliverability (reducing the amount of emails ending up in customers spam/junk folders)
  • Our system emails now also include a plain text version of the email to help improve deliverability
 
Calendar view
  • Has been improved to display and process call-offs
 
Accounts
  • Fixed an issue where files were not working with bank transactions
 
API
  • Related products are now returned via the API
 
Over the next month we will be releasing the final part of our email deliverability upgrade, which allows clients to setup their domain DNS so that system emails appear to come directly from their email accounts (as opposed to emails showing the ‘sent on behalf of’ text). This final feature will give system emails the best chance of getting through to customers/suppliers inboxes as opposed to getting stuck in their junk folder. It should mean that system emails have the same chance of landing in a customer’s/suppliers inbox as an email sent directly from a user’s email account.
 
We will also be doing further work on emails, including a new contacts list manager (and importer), and launching our email marketing system.
 
Many thanks for your continued support.

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.

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