We have made lots of improvements this week as usual. Please see the latest changes below.

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Accounts Due and Customer Accounts Internal - 85% page load improvement

Accounts Due and Customer Accounts Internal navigations load time has been reduced by 85%. Table formatting updated to latest version. Mobile version now displays Invoices Due.

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List View Pages

Financial Files - List view User Interface updates for a more consistent colour formatting.

Contacts View - Columns - removed extra padding under the Addresses title.

Menu added for Financial Files inline on view pages

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Invoices and Credit Notes

If a new Financial File being created had a pre-selected Customer Account, it was not possible to change this account. This bug has been fixed.

Managing fixed-priced inline Discounts has been made more user-friendly (enter a normal, positive number and we will take care of the discount for you).

The date of the last email sent relating to a quote or invoice will now appear in the dropdown menu, so you don't accidentally spam your customers' email inboxes!

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Better information for following up on Quotes or Invoices. You can now see emails sent (content and when sent).

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See the Delivery Date and Opened date to track if/when your customers are receiving their Invoices:

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The Suggested default payment amount for an Invoice will now display before a file has been issued (so long as the customer version has been generated).

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Credit Notes will suggest a default payment amount if a refund is being processed on a Customer Account. A new email template has been added to notify customers that you have applied a Refund against a credit note:

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Maintenance Invites now keep a record of all Emails sent and display these to help prevent too many emails being sent to your customers.

Alpha Features

Early work on "All Day Events" to enable a single Booking to be created for a Work Date immediately. More to come on this later...!

Bookkeeping Integrations are nearing completion for Xero and QuickBooks. This has been delayed to after the Christmas period as we extended the functionality from our original specification to incorporate a feature request from one of our users. It is now possible to select which customers to import or export to prevent inactive customers from being synchronised. 2-way Contact synchronisation is now active. Invoice exporting is nearly completed.

Sage and FreeAgent are up next 👍

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Stats for this period

Feature Updates: 4

Deployed Changes: 508