The update of 07 December 2022implemented enhancements and improvements in the following areas.
Summary
Video about all updates
Settings
1. Document designer - Switch columns price and quantity
2. Accounting > Account proposals - Search/Filter per column
Addresses
3. Advanced search - Search per column
Customers
4. Orders - Account invoice
5. Documents - Combine products
Finance
6. Yapeal without Deepbox
Summary
Video about all updates
Settings
1. Document designer - Switch columns price and quantity
With the column setting Switch price and quantity in the document designer, the order of the columns Unit Cost and Quantity can be defined individually in the content area Products.
This setting applies to the entry screen as well as the output of the document.
2. Accounting > Account proposals - Search/Filter per column
An Advanced search has been added to the account proposals area.
This means that it is now possible to search directly for content per column, which can also be selected as a search suggestion from a drop-down list.
You can switch from Basic search to Advanced search using the following symbol in the top right-hand corner.
Addresses
3. Advanced search - Search per column
In the Addresses area, the label symbol now provides a selection of the criteria stored on the addresses, which can be activated for the search/filtering.
The magnifier symbol in the top right-hand corner can now be used to switch from Basic search to Advanced search.
This Advanced Search allows you to search across individual columns.
Requirements:
- This function is only available with a paid subscription or with an active Abacus Financial Accounting (AMID).
Customers
4. Orders - Account invoice
Invoices on account can now also be created from an order in draft status.
The invoice and due date as well as the amount on account are defined in the Invoice on Account dialogue.
The order remains in the status Pending until the final invoice has been created for it and then changes to Completed. The created invoices on account and the final invoice are linked to the order and are visible in the order.
The final invoice lists all invoices on account that have been issued.
Requirements:
- This function is only available with a paid subscription.
5. Documents - Combine products
The new Combine Products function makes it easy to combine identical product items in one document or group them into product groups.
Merge same products
This function combines items that are listed several times in one document. As soon as the item numbers, the texts, the unit cost and the VAT rates match, these items are merged with one click.
Group by product group
With the prerequisite that a product group has been deposited in the product libary on the individual items/services, it is now possible to group automatically in a document according to these product groups.
Further settings can also be made via the "..." per product group.
In addition, new design options such as the group and the page break have been added via the +Position button.
Requirements:
- This function is only available with a paid subscription or with an active Abacus Financial Accounting (AMID).
Finance
6. Yapeal without Deepbox
The Yapeal bank account can now be connected directly to AbaNinja without Deepbox.
When adding a new Yapeal bank account, you can click directly on the Connect button.
The previous Yapeal connection was made via Deepbox account.
Due to the revision of the price plan of Deepbox, the connection from the side of the
DeepCloud AG is subject to a fee.
To connect an existing account directly and without additional costs, proceed as follows.
For an existing Yapeal connection via Deepbox, use the "..." function to disconnect the bank connection and then click on Connect in the yellow display area.
In both cases, the following screen will open, on which you can continue via Direct connection.
The generated QR code can now be easily scanned directly with the Yapeal app on the smartphone via Settings > Connect to ERP system.
The Yapeal bank account is now directly connected to the AbaNinja account.
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