Transaction Defaults For Each Customer or Supplier
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.
Google Nexus Winner Announced
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.
Keep an eye out on our Facebook and Twitter accounts for up to date information on AccountsPortal and future competitions!
Contacts get a facelift – additional addresses, notes, multiple emails and more
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.
Contact Overview
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.
Alternate Address
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.
Notes
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.
VAT Report – Late Entry Transactions
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.
Bank Transactions - Create Contact
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!
Import QIF Bank Statements
Posted by AccountsPortal Jon on 06 April 2013
Up until now, you have been able to import CSV, OFX and QFX files into AccountsPortal for easy bank statement processing. We have now added support for QIF files. Some banks may call this Microsoft Money or Quicken Interchange Format.
Happy importing!
Sales Quotes and Purchase Orders
Posted by AccountsPortal Gidon on 18 March 2013
Sales Quotes and Purchase Orders are vital documents for keeping control of your business commitments. As part of our strategy to provide the best value online business software, we are delighted to announce the integration of these features into the existing AccountsPortal application.
Sales Quotes and Purchase Orders are created in the same way as Invoices. You can then easily convert them to an Invoice at any time, and we also keep a record of when the conversion took place. Similarly, you can also mark Quotes and Orders as Rejected. There are no extra settings required but we recommend you read through the Sales Quotes and Purchase Orders documentation to familiarise yourself with the functionality.
The resulting PDF documents can be printed or emailed and make full use of the Branding and Templates functionality for styling requirements.
Go forth and quote!
Easy Date Selector Added to Reports
Posted by AccountsPortal Gidon on 18 February 2013
An easy-to-use date selector has now been added to all reports and filters throughout AccountsPortal.
The available options will differ depending on whether the report has one or two date fields. They will also take into account your organisation's Financial Year, which is specified in the Financial Settings.
Invoice Branding and Templates
Posted by AccountsPortal Gidon on 11 February 2013
This is a major change giving you total control over what appears on your invoices and credit notes. This feature has been developed in response to a number of requests and we believe it is one of the most powerful and flexible invoicing applications around.
We're super excited to share this with you!
Main Features
These are the main features being introduced:
- Control of the description and display properties for every invoice field
- Choice of four templates with the ability to change font and colour scheme
- Multiple Logos allowed per organisation
- The option to create multiple templates allowing the printing of Divisional Invoices, Delivery Notes, Foreign Language Invoices, etc.
Getting Started
If you would like to try the templates out, simply navigate to Settings and click on the Branding and Templates link. We have already created a default brand template for every organisation with your previous settings in AccountsPortal. To get started, click on the Add New Template button or edit the Default template and try out some of the settings. You can easily Preview your changes from within the template before saving.
Important Notes
Please note the following:
- New invoices may look marginally different compared with invoices generated prior to this release. We encourage all users to test print their next batch of invoices before sending them to customers.
- Logos have been resized in some cases. If you need to improve the quality of your logo, you can upload a new version at any time - we recommend using as large as logo as possible (preferably larger than 350px x 100px).
- The new features are only relevant to Invoices and Credit Notes - Statements and Remittance Advices have not been impacted.
- Future releases will include ability to manipulate the CSS for advanced users.
We love feedback!
If you have any feedback, please post some comments here or create a support ticket.
Recurring Invoices - Filter and Export
Posted by AccountsPortal Jon on 04 February 2013
Recurring Invoices are a great way to automatically create sales and purchase invoices on a regular schedule.
We have now added the ability to search or filter the recurring invoices, and to also export the list to CSV.
