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Latest Update 09.04.21

Financial

Company Registration Number & Primary Standard Industrial Classification Code

Company Registration Number & Primary Standard Industrial Classification Code

Area We are Addressing

Although we have standard fields against the VAT section in CRM > Contacts, it would be appreciated if additional fields could be added to this section.

What’s New

Two new fields have been added:

  • Company registration number

  • Primary SIC code

Their associated Keywords are available in Templates under My account > Administration > [Quick links menu] Templates > Keywords > [section] Contacts & notes > [sub menu] Contact/Parent contact

Xero

Use of Tracking Categories Instead of Departments

Use of Tracking Categories Instead of Departments

Area We are Addressing

Xero financial software uses Tracking Codes, rather than Department Codes.  Customers who use Xero can’t currently either view the tracking categories or apply them to job types, predefined invoice items, stock or rating tables.

What’s New

  1. My Account > Administration > [side menu] Financial, the Department Codes page has been replaced with ‘Tracking categories‘.
  2. For Job types, predefined invoice items, stock and rating tables, the department code has been replaced by the tracking categories.
  3. Imports/exports/blueprints now support the use of two optional tracking categories which replace the department code.

Templates

Set Default Template for Financial Documents & Setting Layout Changes

Set Default Template for Financial Documents & Setting Layout Changes

Area We are Addressing

It’s fantastic that customers can make or purchase a number of customised designs for financial documents but it would be better if they could set a default preference, rather than the system reverting to the last one added/created.

What’s New

Navigate: My account > Administration > [side menu] Financial > Financial documents & sales opportunities.  This section has been amended, with options here now showing ‘Automatic Reference’ and ‘Edit’. 

Clicking on ‘Edit’ will open a popup allowing you to view more details through tab settings, including the option to choose a default template for this document type, from your list.

advisory icon

Please note that Sales opportunity stages/probabilities and flags have now moved to the Sales Opportunity popup in this section.

 

Import/Export

VAT, Nominal & Department Import/Export

VAT, Nominal & Department Import/Export

Area We are Addressing

Customers find importing and exporting things an easy way of updating/adding data en masse and would like it to be offered in more areas.

What’s New

The following optional fields are available to be imported and exported:

 

 

In addition, to match other financial packages, users will now be prevented from creating nominal and department codes with the same code.

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Updated on 9th April 2021

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