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Latest Update – 29.10.20

Data Imports

Data Validation Import

Data Validation Import

Area We’re Addressing

After uploading excel spreadsheets, an import report is generated advising which lines have been successfully imported and which have failed.  It would be helpful if customers could initiate this report at any time in order to check how ‘clean’ their data is, without running an import.

What’s New

When running any type of import, a new checkbox, ‘Validate Data Only‘ has been added under the ‘select file to upload‘. This will be unchecked by default. When selected and a file is uploaded, a prompt will display advising the user “The data will be analysed for errors however will not be imported.”

Errors that are generated in the report will also be updated to be more understandable.

Contracts

End Invoice Period Early

End Invoice Period Early

Area We’re Addressing

All fields for a current invoicing period can be edited, with the exceptions of the start date and recurrence behaviour.  It would be helpful if these could be editable.

What’s New

Users will be able to edit recurrences which apply to the current invoicing period. These amendments will result in the creation of an entirely separate series of documents which will be inserted between the current and forthcoming periods, detached from previous invoices raised against this contract.  For example:

We have a contract that produces 1 invoice per month, that ends after 12 invoices have been produced
After the 6th invoice has been produced, we edit the recurrence which produces a new invoicing period.

The second invoicing period that has been created will still produce 1 invoice per month, and still end after 12 occurrences have been produced (so you will have 6 from the first period, and 12 from the second period – 18 invoices in total) UNLESS the user changes the second period to end after 6 to take into account the 6 that were produced by the first period.

Users will be able to update the start dates of future invoicing periods, following the change in recurrence.

 

 

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Updated on 10th November 2020

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