We're pleased to announce these new features and updates.
Create refunds from bank feeds
To speed up the processing of transactions from bank feeds, when creating new transactions, you can now choose to create a refund.
When you choose the Create a refund link, you can
Select income ledger accounts, and add a customer (if required), for money out transactions.
Select expense ledger accounts, and add a vendor (if required), for money in transactions.
Search, sort, and filter recurring invoices
Quickly find your recurring invoices with search, sort, and filter options now added to the Recurring invoice list.
You can now
Filter by status such as Finished or Paused.
Search by contact, reference or amount.
Sort the recurring invoice list by contact, reference, last or next invoice date, end date, frequency, or amount. Click a column heading to sort the column in ascending or descending order.
Show or hide columns using Configure Columns .
Use the action toolbar at the top of the list, to pause and resume, delete, or copy recurring invoices. Use the check boxes to select the required invoices.
Calendar monthly aging
You can now choose to age your transactions by calendar month rather than just days.
Transactions show on Accounts Receivable Aging and Accounts Payable Aging reports based on the month of the invoice or billing date.
For example, if today's date is 10 July, transactions dated anytime in July show in the Current column, transactions dated anytime in June show in the 1 Month column.
Import stock adjustments
As part of our improvements to our import functionality, we have extended the import to include stock adjustment transactions.
This is useful if you have a large number of stock adjustments to do at once.
Bulk importing made easier
We've made it even easier to import new records by extending the fields available.
We've extended the import functionality to include
Import analysis types for customers, vendors, and products and services.
Use analysis types to group records together for enhanced reporting and analysis. Whether you need to analyze sales performance by region, track project profitability by department, or monitor expenses by category.
Before importing, make sure you have already created all your analysis types and made them Active for the type of record you are importing. For example, an analysis type must be Active for customers before you can import customer records.
Include categories when importing product and service records.
Categories are great way to group similar products and services together for more efficient stock management, analysis and reporting.
Before importing, make sure you have already created your categories and sub-categories and that the text in the CSV file exactly matches the name of the category or sub-category.
Active and Inactive records
Choose to mark records as Active or Inactive. This helps you keep your lists manageable whilst also keeping track of records that you no longer need on daily basis.
Automate data entry with Purchase Automation
Use Purchase Automation to automatically create expense transactions from documents and images you upload. You can create up to 25 transactions at once, saving you time and reducing the risk of errors.
You can also create transactions from email attachments. Forward an email with a vendor invoice or receipt to a provided email address. From there, Accounting will create a corresponding draft transaction for you to review.
This saves you the time of signing in to Accounting to upload documents or images.
Hide contact names on invoices
We've now made it easier to hide the contact name on documents such as invoices and credit notes.
Currently, when the Main contact name is the same as business name, it prints on your invoices twice.
To prevent this, simply choose to hide the contact name from all documents.
From Business Settings, then Document Preferences, clear the Show contact name check box .