Hi All,
We have some exciting updates this week that will make your work even more efficient. Here’s a quick overview of the changes!
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Change the currency rate for invoice items.
- Previously, you could adjust currency rates manually by selecting the "Custom" category in the "Currencies" section under Financial Settings. We’ve added a new feature allowing you to set a specific currency rate when creating an invoice item. This should make handling different rates much easier! Thanks for the suggestion, @Nigel!
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New Filter Option in the Invoice Item List
- We’ve added two new options to the "Sales/Purchase Type" filter in the Invoice Item List report: Sales Credit Notes and Purchase Credit Notes. This makes it easier to manage credit notes and ensures you don’t miss any unbilled credit note items. Thanks to @Neil for his feedback.
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“Set as Sent” Option for Sage Users
- Tracking whether invoices have been transferred to Sage can sometimes be tricky. You can now mark invoices as “Confirmed Sent” to clarify things. FTP users don't need this.
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Here’s how it works: After filtering and downloading the CSV file and completing your checks, select the "Set as Sent to Sage" option under the "Download" icon. This will change the status of the invoices from "Confirmed" to "Confirmed Sent." You can also view the transfer status from the “Sync status” filter. Thanks to @Julia for her feedback.
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Credit Application Fields in the Network Module
- We’ve added the Credit Application on File and Credit Application Date fields to the Accounting form in the company card within the Network module. You can manage the credit limit process better with this option. Thanks to @Daniel for the suggestion.
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IATA Code Display for E-AWB Creation
- When creating an e-AWB, the airline selection now displays the IATA Code. This update makes it easier to identify companies without an IATA Code so you can quickly add the missing codes to their company cards. Thanks to @Bugra for highlighting this.
Quick Fixes
- The “Copy From Another” option in the Customs module has been fixed.
- Status message updates are now active again.
- The totals on the Accounting dashboard have been corrected.
We've successfully resolved 109 tickets this week. We’re glad to be of help!
As always, we’d love to hear from you! Drop your questions, comments, or feedback below, and we’ll reply soon.
Best Regards,
<MT TEAM>