Features

Today sees the release of an exciting new feature in the form of Recurring Invoices. From now on, invoices of a repeating nature only need to be set up once. Thereafter, the system will automatically create your invoices for you, all in accordance with the schedule of your choosing. The functionality caters for Recurring Sales Invoices as well as Recurring Purchase Invoices.

Recurring invoices are a perfect complement to the existing cloning functionality.

You can now customise the Quantity and Unit Price fields on your invoices. For example, if you usually charge out services on a per hour basis, then you can change the Quantity field to read Hours instead.

To do this, click on your organisation's name in the Settings tab, and then go to the PDF Options tab. From there, you can specify the headings that you you wish to use.

For Sales and Purchases, it is now possible to save transactions in a Draft status. This might come in handy if you are preparing quotes, defining a business process which requires a pre-approval stage or just need a break midway through entering a lengthy invoice or credit note. 

Use the the new dropdown menu integrated into the Save button to choose the Save Draft option.

Transactions saved in this status are not included in Customer statements and do not have any impact on your financial results. When appropriate, find the transaction in the Draft tab and click on the transaction link to edit the saved draft item. At this point you can Save Draft again or convert into a final invoice/credit note by clicking the Save option.

In line with the extra fields added to each organisation, we have made some minor improvement to the PDF. Firstly, the extra organisation fields have been added to the address section, so your region, country and fax number can now be printed if you wish. Also, extra-long item descriptions will now break onto the next line instead of being truncated.

We have added extra fields to each organisation's address. You can now specify a region (such as state or county) and the country for both the trading address and registered address. In addition, you can also specify you own fax number.

All of these extra fields will print on the PDF invoices, credit notes and statements.

We'll soon be adding similar fields to each customer/supplier.

We have released a new version that allows users to create Price List Items for their products and services. This allows you to easily add line items to your Invoices and Credit Notes for products/services that you regularly invoice, so that you dont have to manually enter all the details for each line item.

We will be adding more features to this section, such as the ability to track the historic sales of each Price List Item. If you have any requests, then please let us know!

We have released a new version of our online accounting software, with the introduction of our Partner Programme for Accountants and Bookkeepers.

Pricing for Partners is only £5 per month (per company), with no additional fees, upfront costs or long term contracts.

Partners can also replace the default logo with their own, reinforcing their brand when clients are logged in.

More information is available at http://www.accountsportal.com/content/accountants-bookkeepers-and-partners.

We've released a new version today that completely removes all double-click actions from the application. From now on, navigation will take place through single click only.

In addition to being able to export all reports to CSV or Excel, you can now also save to PDF format. This allows you to create professional looking documents that can be saved or emailed out.

Our final release for February sees us introducing brining some additional 'ease of use' to the Chart of Accounts. You can now navigate the Chart of Accounts by Account Group, thereby making it much easier to see the accounts in each category at a glance. Disabled accounts also get their own category. We'll be bringing some more enhancements to this area shortly.