August 2019

  • Release: 513

Recurring transactions and templates

You can now create recurring transactions based on predefined templates.

The transaction templates support date based changes allowing for easy scheduled price increases or any other kind of line based adjustment.

More details

Mobile apps

First release of the Iplicit mobile application is now available for Android on the Google Play store.

preview preview preview

The iOS version is in closed beta testing on Test Flight If you'd like to participate in the beta program, send an email to devs@iplicit.com

Iplicit functions for Excel

The Iplicit Excel Addin now supports a number of functions to query the General Ledger balances, as well as a few other supporting functions.

Excel functions preview

Enhanced analytics

Transaction history

A new Transaction history tab is now available on the Contact Accounts page which gives a better insight on the account transaction history. This enquiry leverages the new grid features, allowing for greater analysis (pivoting, Excel export, etc.)

Contact Account history

VAT returns

The VAT return detail tabs have also been updated to take advantage of the new grid analysis features.

Document matching

Document matching can now be enabled on document types.

This is a preview on the document conversion workflow that will allow common scenarios like: Sale quote > Order > Invoice matching or Purchase Ordering > Goods Received Notes.

Matching preview

Multi amend

To simplify editing in bulk, a number of finders now support bulk multi-amending: Customers, Suppliers, Contact Accounts, Chart of accounts.

 

Other fixes

  • Authorisation workflows

    • Support for distribution by Authorisation roles.
    • Various other fixes.

  • Tax only lines - lines posted on an account flagged with "tax only" flag will post the full amount as tax.

  • Departments are now related to Cost centres.

  • Projects can now have an associated address.

  • Customer/Supplier groups: Tax band is now mandatory.

  • Contact accounts:

    • Contact account details now has a Country field.
    • New addresses use the default country.

  • Initial focus fields have been fixed on Sales / purchase invoices and Customers / Suppliers.

  • Vat return

    • Breakdown/Exception tabs fixes
    • E1, E2, ES1 & ES2 author return type categories corrected.

  • Write offs document numbering - Author Sales/Purchase write off now use WOSIN*** / WOPIN*** series.

Changes

  • Customer Orders are no longer available and have been replaced by Sale Orders.

  • Quick cash book templates are now part of the new document templates.