The update of 07 September 2022 implemented enhancements and improvements in the following areas.
Summary
Video about all updates
Addresses
Customers
2. Orders - Partial invoice
3. Orders - Installment invoice
4. Orders -Plannable dispatch of documents
Accounting
5. Opening balance
6. Balance sheet / income statement / opening balance sheet - New layout option "Show exchange currency"
7. BBalance sheet / income statement / opening balance sheet - New button for displaying the levels
Time Recording
8. Enter service directly on an order number
Summary
Video about all updates
Address
1. Detail view "Services"
In the detailed view of the addresses you will now find the tab Services.
This provides an overview of all services entered for the respective address.
Customers
2. Orders – Partial invoice
Partial invoices can now be created from an order in draft status.
The invoice date and due date can be defined in the partial invoice dialogue.
All items that are included in the order at this point are integrated into the partial invoice and are then blocked for processing.
The order remains in the pending status to allow for the entry of further items, which can then be offset with further partial invoices or, at the end, with the final invoice.
When the final invoice has been created, the status of the order changes to Completed.
The individual partial invoices and the final invoice have been linked to the order and are visible in it.
The final invoice includes all partial invoices that have been issued.
Requirements:
- Add-on module Advanced Accounting or Abacus connection (AmID)
3. Orders - Installment invoices
It is now possible to create instalment invoices from a dispatched order.
In the Create Installment Invoices dialog, you can define, among other things, the number of installments, the start date and how often an installment invoice should be created.
The installment invoices are created and sent or scheduled based on the entered data.
The order, which has now been linked to the installment invoices, is automatically set to Completed.
The last installment is automatically defined as the final invoice. All created installments are listed in it.
Requirement:
- Add-on module Advanced Accounting or Abacus connection (AmID)
4. Orders - Planned dispatch of documents
Offers, orders, delivery notices, invoices and credit notes with an address for which an e-mail address has been stored can now be scheduled for dispatch.
As soon as the date of the documents is in the future, the blue button Schedule for dispatch appears.
After clicking the button, the status of the order changes to Planned, is visible in the open orders and is automatically sent by e-mail on the corresponding date.
Requirement:
- Add-on module Advanced Accounting or Abacus connection (AmID)
Accounting
5. Opening balance sheet
In addition to the balance sheet and income statement, an opening balance sheet is now also available.
Requirement:
- Add-on module Advanced Accounting
6. Balance sheet / Income statement / Opening balance sheet - New layout option "Show exchange currency".
In the balance sheet, the income statement and the opening balance sheet, the display option Show exchange currency is now available.
If this is activated, the columns ISO and Balance FC are shown and the corresponding values are displayed.
7. Balance sheet / Income statement / Opening balance sheet - Neuer Button für Anzeige der Ebenen
The new design option Show / Hide Level, which is now available for the balance sheet, the income statement and the opening balance sheet, offers the possibility to select which classification levels should be shown.
Time Recording
8. Enter service directly on an order number
When entering billable services for a customer address, an open order can now be selected to bill services or a new order can be created.
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