31st January 2024
1 February 2024
Pre-builds for invoices, pro forma invoices, and credit notes are now split by document type. Also added: invoice status on job/sales order items, custom fields on customer addresses, dispatch tracking on purchase orders, tag filtering in automations, and a fix for date sorting on supplier invoices.
NEW
Invoices, Pro Forma Invoices, and Credit Note Pre-builds Split – Choose the type of document when creating the pre-build. Only the pre-builds for that type are shown when creating an invoice, pro forma invoice or credit note.
Jobs/Sales Order Items Invoice Status – See what items on a Job/Sales Order have been invoiced. Show the ‘Invoice Status’ column to see this.
Custom Fields Added to Customer Addresses – Where you need to store and add to documents additional information about an address, such as the nearest hospital.
Purchase Orders Tracking Page – Dispatch date added. Your supplier can enter the date for dispatch, the tracking number, shipper and tracking link and this goes directly to your Purchase Order. If a delivery note is created from the PO this information is copied over automatically to delivery note. When the supplier completes the tracking page, the PO is moved to the new status ‘Supplier Dispatched’. This can be used to trigger an email to your customer or other automations.
Notes field added to Contacts Flexi-Import
Filter by Tags in Automations – Converted to use the tags instead of the text.
FIXEDSorting by Date on Supplier Invoices Table
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