August 2010

Automatically email your Recurring Sales Invoices

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on August 03, 2010 by Jon@AccountsPortal

You can now automatically send an email to your customers for each of your recurring sales invoices. If you specify this option, the system will automatically create a PDF invoice when your recurring invoice is created, and this will be emailed to the customer. You can also send a copy of the email to yourself as confirmation.

Recurring Invoice

Include a PayPal link on Sales Invoices

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on August 03, 2010 by Tracy@AccountsPortal

Including a PayPal link on your PDF sales invoice can assist customers to pay directly to your PayPal account. Clicking the link opens the PayPal website and prompts the customer to make payment.

Go to the Settings tab and click on the appropriate Organisation. Insert your PayPal email address and fill in a Link Text and/or activate the logo for display.

Further explanation of the options can be found in the Add or Edit an Organisation help document.

PalPal Invoice

Transaction Line Items - More Power!

Add New Comment on August 17, 2010 by Jon@AccountsPortal

We've enhanced the Transaction Line Items report so that its far more powerful than before. You can now filter on multiple accounts and/or customer/suppliers at the same time. This report is a great way to drill down and get the information that you need quickly and efficiently.

Line Items

Import Customers and Suppliers

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on August 17, 2010 by Gidon@AccountsPortal

Importing a CSV (comma delimited) file is an efficient and time-saving option when creating customers and suppliers. The import tool simplifies the exercise of moving your customers and suppliers across from your previous accounting system. To assist with this process, you should download the template file provided. The template contains field headings which correspond to the fields maintained when manually creating customers or suppliers.

Navigate to the Customers/Suppliers tab and click on the Import button.

Customer Import

Open the template in a spreadsheet program and insert customer/supplier data. Resave the file as CSV (comma delimited) file with a .csv file extenstion. Select the file, upload it, review the errors and finally import the data.

Click here to view the full help document containing the rules and tips for importing customers and suppliers.