With the release on November 04, 2020, extensions and improvements will be implemented in the following areas.
1. Dashboard redesign
2. Complete adress
3. Address archive
4. Dispatch to multiple contact persons
5. Notification in case of dispatch error
6. Mass print
7. Automatic discount calculation
8. Manually enter payments
9. New bank account
10. Delete bank accounts
11. Set of accounts by legal form
12. Employee addresses
13. Correction entries
14. Report Services - Settled
15. No VAT liability
16. E-Mail dispatch with own sender
17. Navigation and company change
18. Responsive design
19. Import expansion
Dashboard
1. Dashboard redesign
The dashboard has been fundamentally revised and the technical components have been updated to the latest state of the art. We have also carried out selective optimizations and bug fixes.
At first glance, the company name indicates which company you are working in. Predefined or flexible time periods can be selected via the date component. The selected period and the choice of currency now not only affect the visual display, but also the key figures below..
Addresses
2. Address completion
If the street is entered in the "Address" field, we automatically search for possible addresses and suggest them for selection. This function is available for both private and company addresses.
3. Address archive
The address archive is now integrated directly as a tab in the address area.
Customers
4. Dispatch to multiple customers
Now, several contact persons can be selected when sending invoices, offers, orders, delivery bills or credit notes. For example, an invoice can be sent to the client and the accounting department. A prerequisite for this function is that the contact persons are registered under the company address.
5. Notfication in case of dispatch error
If a document (invoice, quote, order, delivery note, credit note) cannot be delivered due to an incorrect e-mail address, for example, this is now indicated in the document overview by the error status "Dispatch error".
In addition, it can be defined whether an automatic notification should be triggered in case of a erroneous dispatch. The activation is set in the same way as for other system notifications in the Settings under User data.
In case of an error, the following message will ne automatically sent:
6. Mass printing
In response to numerous customer requests, the mass printing of documents has been reintegrated. Due to technical restrictions, however, this is subject to certain conditions. A maximum of 10 documents with a maximum size of 5 MB can be used at once. The generation of mass printing can also take about 30-40 seconds.
7. Automatic discount calculation
If the payment is entered in a customer invoice, it is now possible to calculate the discount automatically and have it deducted.
Finanzen
8. Manually enter payments
In payments, it is now possible to manually enter incoming and outgoing payments that cannot be assigned to a document (customer invoice/vendor document). In this way, bank charges, cash withdrawals or other incoming and outgoing payments that have been received via the bank account as payments with the status "to be processed" can be booked.
9. New bank account
More than 70 banks can already be connected via our interfaces, and we are very pleased to offer the same possibility with Basler Kantonalbank, VZ Vermögenszentrum, Bank Cler and Baloise Bank SoBa. These are temporary bank connections, which only establish a connection during the period of retrieval and transmission of payments. More here.
10. Delete bank account
It is now possible to irrevocably delete bank accounts that are not related to a payment, invoice or account proposal. Any connections will be removed. If there is a corresponding relationship, the bank account will be set to inactive.
Accounting
11. Set of accounts by legal form
When creating an account, it is now possible to select a more specific account set based on the legal form. The actual chart of accounts in the background is identical per legal form. The account sets differ only in the legal form specific account name and the selection of the accounts activated by default.
Time Recording
12. Employee address
It is now possible to assign an address to the employee during the setup or afterwards. This assignment is the prerequisite for the reimbursement of the employee's expenses.
Note: For the sake of clarity, we recommend that the entry of an address criterion "Employee" and the employee addresses be marked accordingly.
13. Correction entries
With the new version, it is possible to make correction entries for vacation or working time during the year without affecting the working time model. The corrections can be booked + or -.
14. Services evaluation - invoiced
In the Services evaluation we have added the additional column "Invoiced", which allows you to see at a glance which services have already been invoiced and which are still open.
Settings
15. No value added tax liability
Companies not subject to VAT can activate the setting "There is no obligation to pay VAT" on the fiscal year. In this case, the VAT fields are deactivated in the respective interfaces, which results in simplification and greater clarity. The following views are affected:
- Customer - Create invoices
- Customer - Import invoices
- Suppliers - Import documents
- Accounting - Account statement
- Accounting - Journal
Sample: Supplier document
16. E-Mail dispatch with own sender
In June of this year we launched the beta feature "E-mail dispatch with own sender". In the meantime, we have gathered feedback from beta users and implemented some improvements. Due to these changes the TXT entry has to be adjusted. We have informed all users about the changes in advance. Please contact us if you have any questions in this regard. We have also optimized the receipt of documents in Outlook.
17. Navigation and company change
In the current version we have revised and improved the complete navigation. This also includes the company change, which allows you to switch between several companies or accounts.
18. Responsive Design
To ensure that administrative work can be done comfortably while on the go, we have made the first improvements in the area of mobile optimization. Handling via the smartphone browser or tablet has been improved so that the display adapts flexibly to the size of the device. The redesign has not yet been completed, especially in the area of overviews. We will continue to make further improvements here in the future.
19. Import expansion
We have improved the CSV import of the address so that now the country and language can be defined directly per address. Our templates have been modified accordingly. We also recommend using the internationally valid abbreviations for countries (e.g. CH, AT, DE, etc.) or for the available languages (de, fr, it, en).
Comments
0 comments
Article is closed for comments.