Hi All,
Empower your workflow with smarter insights! This week’s updates are all about making your operations clearer and more professional. Here is everything you can now do:
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New Invoice Email Sending Options!
- In the invoice email form, we’ve added a new "Invoice Sending Email" checkbox.
- When you tick it, the system will send the email from the address you entered in Accounting General Settings > "Default invoice sending e-mail" instead of using your user email address.
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Track Customers on ELO List
- Managing your ENS entries is now much easier!
- With the new "Customer" and "Customer Ref." fields in both the ELO list and creation form, you can identify exactly who each entry is for and track them using your customer's own references at a glance.
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Find Files Faster with Reference Column!
- You can now instantly see which job each document belongs to without any searching. Using the new "Reference" column in the General Reports > Uploaded Files Report, you can view the job references linked to your documents at a single glance.
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Updated Employee Productivity Report
- You can now track your team's performance with much better accuracy in the General Reports Employee Productivity Report!
- Thanks to the new "ENS" column, you can monitor ENS entries independently from NCTS entries, giving you a clearer picture of your operational output.
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Bulk Import Your Blockage Records
- You can now save immense time by importing your blockage data in bulk!
- Instead of manual entry, simply go to the related Booking/Shipment > Checklist tab and use the new "Blockage Import" button to upload your Excel file directly into the system.
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Expanded Invoicing Validations
- Remember “Invoicing Validation for Sage Users” from Week 7 - Changelog? You can now bring the same level of financial discipline to Xero and QuickBooks as you do with Sage!
- Activate the "Companies need to have an account for invoicing" option under Accounting General Settings to ensure no invoice is created without a valid “Account Code”
157 Tickets Completed!
Thanks to your valuable feedback, we’ve resolved 157 tickets this week. As always, we welcome your questions, comments, or suggestions—please let us know via a ticket or live chat.