2nd July 2024
5 July 2024
Adds tag filtering with And/Or logic, eForm branching and per-item question sets, automations to change sales account codes and allocate stock on jobs/sales orders, and the ability to filter purchase orders by invoice status.
NEW
Tag Filtering – More powerful filtering for tags using And/Or
Automation to Change Sales Account Codes on a Job/Sales Order and Invoice – Ideal where an order needs to be reported differently, for example from Shopify.
Purchase Orders – Filter by their Invoice Status
Automation to Allocate all Stock Items on a Job/Sales Order – Ideal for Shopify orders.
eForm Branching – Only ask the questions that are necessary with the new branching or routing:
eForm Question Sets – Set questions for each item/product/service. These are added to an eForm when the eForm is generated from a Job/Sales Order or Contract.
- Set up the questions for an item.
2- Create an eForm from a Job/Sales Order.
3- Select the eForm.
4- Select the item to add.
5- Click next to generate the eForm with the question set for the item.
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