Posted by AccountsPortal Gidon on 29 October 2013
All invoices, credit notes, orders and quotes can now be viewed online in a browser without having to log into the system. This is a powerful alternative to the PDF versions which are normally sent to your customers and suppliers.
Online invoices will inherit your custom design from Invoice Brands and Templates and also offers the following key advantages:
A unique url is generated for each of your transactions and can be sent to your contacts enabling them to view the items online. For more information on how to get the most out of this feature, please have a look at Online Invoice Links.
Posted by AccountsPortal Jon on 02 September 2013
This is a prior warning that we will be migrating our servers on Tuesday 10 September 2013.
The migration will commence at 22.00 GMT and is expected to take a few hours to complete. Our services will be completely unavailable during this time period.
We will be back to normal by 05.00 GMT on 11 September 2013.
Your data will remain 100% intact and safe during this transition.
Apologies in advance for any inconvenience caused.
Posted by AccountsPortal Gidon on 19 August 2013
You can now select from two options when generating the content of Statements for customers and suppliers:
You can switch between the options at any time. This is a great way to quickly view all the transactions which have not been fully paid at a specific date.
Posted by AccountsPortal Gidon on 19 July 2013
The Quantity Field in invoices and credit notes was previously limited to 2 decimal places. This has now been increased to allow for a maximum of 4 decimal places.
This will be particularly useful to anyone selling products by weight or services with precise time units.
Posted by AccountsPortal Gidon on 18 July 2013
Prior to this update, the Products and Services Report excluded negative items entered on invoices and credit notes. Negative items are now included in the results of these reports.
You are provided with two options for displaying the report regarding negative items:
Include Value Only
This option will only include the value of negative items, and exclude the quantity, and is most applicable if you use negative items to process discounts.
Include Quantity and Value
Most applicable if you use negative items to process a return/refund on the invoice.
Posted by AccountsPortal Jon on 20 May 2013
We've continued adding more features to Customers and Suppliers.
You can now set transaction item defaults for each contact for the following items:
This will help to greatly speed up entering of new Invoices, Credit Notes, Purchase Invoices and Purchase Credit Notes.
Posted by AccountsPortal Gidon on 10 May 2013
Congratulations to David Hutt of Lighthutt Accounting and Consulting Services on being drawn as the winner of the April 2013 Google Nexus 7 competition!
The winning entry was David's tweet on 20 March 2013. A big "thank you" to everyone that entered.
Posted by AccountsPortal Jon on 02 May 2013
Some great new features have been added to the Contacts section allowing for a richer and more flexible interaction with your customers and suppliers.
An overview page has been introduced to allow for simultaneous display of the contact’s details and their current financial position. Transactions (Invoices, Credit Notes, etc) can be created directly from this view.
An alternate or second address can be stored against each contact. The Invoice Address will be used by default but the alternate address can be selected as required in each transaction.
You can now add unlimited notes against each contact. This will help you keep a chronological record of all your client interactions or you can leave notes and instructions for your staff members.
Multiple Email Addresses
The Email field has been enhanced to accept multiple email addresses. Use a comma to separate each address.
Alternate Name on Invoice
Each contact can now have a Name and an Invoice Name. If used, the Invoice Name will replace the Name on the printout of Invoices, Credit Notes, Quotes and Orders. This is useful for separating Legal and Trading Names.
Skype your Contact
Add in your contact’s Skype account id. A hyperlink will be available on the overview screen for one-click Skype calling.
Automatic mapping through Google Maps
If you have entered an Invoice Address and/or Alternative Address, then you can link directly to that address through Google Maps.
Posted by AccountsPortal Gidon on 27 April 2013
Late entry transactions are those that have been created with a transaction date in a previous tax period after you have already saved and submitted that period’s VAT return. Unless you have manually adjusted your return or set your Start Date back in the past, these transactions have never been included in a VAT Report.
In previous newsletters and blog posts we recommended that you check for late entry transactions by setting the Start Date of your VAT report to an earlier date than the current period Start Date. Thats about to change, making things much easier.
We now take a more proactive approach. From now on you will be issued with a warning if you have transactions dated before the Start Date, and where those transactions have not yet been included in any other saved VAT report. You will then have the option of including these late entry transaction in the current report or ignoring the warning and proceeding as usual. For more information, please read the VAT/GST/Tax Report help document.
Posted by AccountsPortal Gidon on 22 April 2013
You can now create new contacts at the same time as entering your General Receipt and General Payment bank transactions. Simply click on the Add New button next to the contact dropdown to insert the contact name. A small improvement which will save a large amount of time!