May 2020

• Release: 604 Check my version

Documents

Additional text on lines

You can now add additional texts on each line. Based on your reporting pack, these can be displayed on the generated invoices.

Aged Creditors & Debtors

When running your aged creditors or debtors you will have the ability to enable the inclusion / exclusion of invoices in dispute.

Recurring transactions

Recurring transactions can now be submitted for authorisation. Any recurring transactions that have been created prior to this update have been marked as implicitly authorised. From this version onwards, only authorised recurring templates can have their transactions created.

Document corrections

The period correction and unpost features can now also be used with Manual Journals

Authorisation

Dynamic distribution targets

Authorisation workflows can now be configured to distribute to a dynamic target, instead of a prefixed user or role:

GDPR

Our GDPR feature has been extended to provide you with greater control over the removal and anonymization of contact data.

Parent contact accounts

Contact accounts can now be set up to aggregate invoices to a parent account.

This will influence the document matching, as well as automatic contact account substitution to the parent when an order or GRN is invoiced.

Exchange rates

The exchange rates setup has been simplified to only show the active pairs and their latest rate. Historical exchange rates are also available for entry & viewing.

This is in readiness for the exchange rate API due for release in June where Customers can elect to automate the import of selected exchange rate pairs from selected provider(s) and given frequency.

Resource scheduler

The resource scheduler now allows grouping by department. When looking at multiple departments, you can easily see if multiple resources have leave requests on certain periods.

The resource scheduler is also now embedded in the absence request creation and authorisation.

Funds & Fund types

It is now possible to produce fund hierarchy trees and encapsulate these in your reports & enquiries.

Department hierarchy

It is now possible to record parent departments and encapsulate the department hierarchy tree within reports & enquiries.

Support for password managers

We are now combining the domain name and username on the login screen. This allows password managers to correctly save a username and password on the right domain. You do not have to manually type the domain when entering your username.

Chart of Account multi-amend

It is now possible to amend multiple chart of account settings at a time.

Migration - Legal Entity Bank accounts

We have enhanced the efficiency of implementation process with the addition of Legal Entity Bank accounts imports.

Bulk payments

We have enhanced the processing of foreign payments via the Bulk payment process.

Other enhancements

• Documents created from Projects get the responsible set automatically.
• Project tree enquiries now available
• Budgets: speed improvements, option to show/hide empty rows.