AccountsPortal Blog

We have made some subtle design changes to modernise the look of the Customer Invoices, Credit Notes and Statements. We have also enhanced the functionality and control when generating the PDF documents you send to your customers. For each organisation, you can now specifiy which Name and Address details are printed in the Header and Footer sections of the printout.

We've released some new features that should make your accounting life that little bit easier.

Firstly, if you disable a bank account in the chart of accounts, then that bank account will no longer be shown on the dashboard or the bank overview page. In addition, those accounts will no longer be available in the Spend Money or Receive Money transactions. Please note that you cannot disable a bank account if one or more transactions have already been recorded against it.

And, the Bank Overview page now contains a chart showing the balance for each enabled bank account over the last 30 days. You can hover over each date point on the chart to get an exact balance at that point in time.

Our Beta test is drawing to a close and we have received excellent feedback and suggestions, many of which will be making it into our first release (with others to follow as we continue to enhance the application).

As part of our preparation for go-live, we will be refreshing the database that Beta testers have been logging into. This will take place on Wednesday 30 December 2009. Please note that after this date you will not be able to log into the Beta site or access any information that you entered during the Beta process.

To all Beta testers, thank you for your assistance over the past few weeks, and for helping us to reach this important milestone. It is an exciting stage for us at AccountsPortal and we look forward to seeing you back with us post go-live.

If you have any questions, comments or suggestions, please feel free to contact us.

- Datagrid paging has been added to enhance the usability of lists and reports which have large volumes of data. You decide how many line items you would like to see on each page and easily navigate between pages.

- New accounts have been added to the default Chart of Accounts to assist with managing overpayments. See Customer Overpayments or Supplier Overpayments for more detail.

- We have applied proper number formatting throughout the application, so that thousand seperators are shown. This should make reading large numbers much easier.

- Extra validations have been added to the VAT Status maintenance area in the Settings tab. This will help prevent accidently deleting or changing a status which may impact on existing transactions.

- 'My Profile' link has been added to allow you to modify your Name, Email address and Password. The security strength of your password is also validated to ensure your choice is secure.

- Unmatching a Bank Statement line item from a bank transaction now displays a warning message.