Hi All,
Another week, another set of updates to help you manage your operations more smoothly. From enhanced reporting tools to smarter invoicing options and deeper CRM insights — these improvements are designed to give you more control, accuracy, and visibility across your workflows. Let’s take a look at what’s new!
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Lexware Integration Is Now Live!
- Great news for Lexware users — we're expanding our accounting system integrations!
- You can now seamlessly connect your Lexware account with Modaltrans, making your financial workflows even more integrated and efficient. Stay on top of your accounting with less manual work and more automation.
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Quote Rejection Reasons Are Now Customizable
- You can now define custom Rejection Reasons for your declined quotes. This allows your team to track why quotes are being rejected, improve follow-up strategies.
- You can manage these reasons under CRM Settings > Quote Rejection Reasons.
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Control Amounts for Purchase Invoices
- You now have the option to add “Sub Total” and “VAT Total” control amounts to your purchase invoices. This helps you validate totals and ensure accuracy before finalising your entries.
- The system will display a warning if the values entered in the fields do not match the total amounts.
- You can enable “Show Invoice Control Amounts on Purchase Invoices” option under Finance General Settings.
- Here’s a quick guide: How to Set Invoice Control Amounts on Purchase Invoices
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A General Profit & Loss Report Available!
- A brand-new general Profit & Loss Report is now live and ready to support your financial analysis across different dimensions.
- You can now view the P&L Report based on:
- Job
- Customer
- Branch
- Team
- Sales Rep.
- Operator
- Access the report directly from the All Reports section and Logistics Reports.
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New Filter Added to Profit & Loss Report
- You can now filter your Profit & Loss Report by “Company Group”, making it easier to analyse financial performance across your grouped customers.
154 Tickets Completed!
Thanks to your valuable feedback, we’ve resolved 154 tickets this week. As always, we welcome your questions, comments, or suggestions—please let us know via a ticket or live chat.