Hi All,
Another week, another set of powerful upgrades! As we move deeper into the new year, we're keeping the momentum high with impactful enhancements, smoother workflows, and more control at your fingertips. Let’s dive into what’s new.
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Weekly Financial Summary!
- You’ll now receive a comprehensive financial summary email every Saturday. This summary will help you stay on top of your invoicing operations with key insights, including:
- Total number and value of Invoice Lines not yet invoiced within the last 15 days
- Total number and value of deleted Invoice Lines from last week
- Total number of updated/edited Invoice Lines and the difference amount from last week
- Total number and amount of Credit Notes created during the week
- Please note that at least one user in your company should activate the "Weekly Financial Summary" under Notifications.
- You can also add a specific email address to the "Financial Email" field under Accounting General Settings.
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Easier Saved Document Management
- Previously, saved documents could be attached only via the "Attach to Record" option within the document. Now, you can also manage saved documents directly from the "Print" section overview.
- Just click the three dots of the saved document and click:
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"Attach to Record" to link the saved document to the Documents section.
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"Detach from Record" to unlink the saved document from the Documents section.
- Once a document is attached, a green paperclip icon will appear next to it—making it easy to see at a glance which documents are already attached.
189 Tickets Completed!
Thanks to your valuable feedback, we’ve resolved 189 tickets this week. As always, we welcome your questions, comments, or suggestions—please let us know via a ticket or live chat.