‘Marked As Sent’ and ‘Send To Financial Package’
Another fantastic idea from the portal.
NB: This feature is coming soon – please keep an eye out on our release notes to be notified when made live.
We want to make life as simple as possible, which means making things obvious at a glance. That’s why we have introduced some name changes in this area for customers syncing with Sage & Xero.
For those whose system is set to sync with Sage or Xero, you can now see a clear distinction between the date/time/status on which financial documents have been synced with your financial package and when they have been sent to a customer.
Please note, if you can’t see the new columns on your display and wish to show them, click on the Columns icon and select them from the dropdown menu.
Where synced items have failed, you can click on the sync status, which will take you to the note providing error details.
