ACT 3.0.0 Released 10/10/17
What's New?
- New Payroll feature under Accounting > Payroll allows for you to rollover staff payments in Bulk. Simply select the staff member/s you want to rollover and hit the 'rollover' button
- Users with the access level to edit sale details are now able to 'Publish' the sale details screen on a property by property basis to be 'read only' for all other users, Click on the lock on the sale details tab (General>Access Control Levels>Listings>Listings Details>Sale Details>Unlock)
- There is now a new 'Unpublish' Access Control Level for Listings > Listing details > Sale details/ Commissions which allows for the user to unlock the sale details page
- When banking Multiple receipts a unique Banking Identifier are added to each item as Payment description so that the payment can be more easily reconciled
- CSV statement with credit/debit card transactions can now be imported
- Imported CSV statements can now create Trust receipts which are editable in a new modal window
- New Direct Debit clearance date added under settings > Sales > critical days
- You can now add in Supplier Bills in Draft status, Click 'Save as draft' when creating the Bill, once you want this as a live bill, click 'Publish'. Draft Bill amount also displays on the campaign summary
- Receipt/Payment Descriptions are now free text, and Settings > Trans. Descriptions has now been removed
- Invoices are now automatically created when campaign items are pulled through from a Media Vendor (Settings>Accounting>General>Automatic Invoice Creation>To enable automatic invoice creation enable Automatic Ledger Creation)
- New pending transaction set up option 'On receipt of Bills', selecting this option will only create a pending transaction if the Supplier Bill is present
- Auto-Alert recipient can now be set to consultant groups
- Auto alerts are now able to be sent to conjunctional agents from a different office
- Adding a receipt to a ledger now has a check box to hold funds
- When adding a New Manual Payment, there is now a check box to approve to access funds that are held until release, new instructions and warnings
- You can now apply a credit item to an invoice
What's Improved?
- Discount is now added to the Tax invoice document
- Date column is now pulled from Campaign Track
- When adding a supplier bill, items can now be sorted by order / delivery date and Listing address
- When entering a Receipt, the 'Received from' field auto populates with the relevant vendor or Purchaser name
- General expense item pending payments will now be generated when the Trust funds releasable date is reached
- Customer Statement Totals description has been edited to make more sense
- Wording for Invoice/Receipt 'total' has been amended in the Listing > Accounting > Statement page to be more clear
- When adding a new Note in the Sales Listing screen, the type defaults to the last selected
- Save to PDF option added to the Sales Receipt details screen
- In Ledger Summary pages, there is now a total for Presented and Unpresented funds
- On the accounting > statement page there is now a total for 'Unpresented funds' and a flag on each transaction if it is Unpresented into trust
- Sales receipt amount is now automatically generated from the amount of the items allocated against the Receipt
What's Fixed?
- Manage staff settings in supplier details no longer gets airbrake error
- Account summary displays the cheque number to client and company name correctly