Sunday, 12 September 2021

Build 287

  • KPIs linked to services
  • Selection of accounts when adding to Bill
  • Added Table view for Finance Masters
  • Selection of WO when adding accounts "For WO"

Saturday, 4 September 2021

Build 286

  • Allow Entity Data for multiple entity types
  • Modify Country Taxes
  • My Reports page changed to include all reports where user is recipient
  • Comments added for Finance Action
  • Taxes added for Allowed Accounts in Workflow
  • Deletion checkboxes added for Actuals
  • Services tab added on Workflow Definition
  • Partial Revenue Recognition date removed
  • Revenue Recognition Date made editable
  • Finance Notifications enabled under Company setting

Friday, 27 August 2021

Build 285

  • Action retry possible for Event/Data actions
  • Country Taxes to include Finance Code
  • Default Account Taxes based on Country Taxes
  • Add Taxes only as per Country Tax Rates

Thursday, 19 August 2021

Build 284

  • Maximum Exchange Rate Age property added for Companies
  • Exchange Rates Excel Import added
  • Full Deletion of Shipment added
  • WO Documents split between WO and B/L
  • Validation functions added for Shipment Finance Actions
  • Advanced Reports & Query Reports added for external users 
  • 24-Month Trend graph added on Customer home page 
  • Nested Work Order table within Shipments table on Customer Shipments page
  • SysAdmins can now clear Invoice/Bill sync errors

Saturday, 7 August 2021

Build 283

  • Data Fields can be made "required" to close WO
  • Date/Time picker Updated with Quick-Select options
  • Comments added to Shipment Finance Page
  • WO Documents linked to Document Checklist
  • Search Name/Code added to Admin menu
  • Document Request Functionality added
  • Get Exchange Rate functionality added on non-base currency

Monday, 26 July 2021

Build 282

  • Description added on Event/Data
  • Subtype added for Invoice Forms
  • Header field "Container Type" renamed to "Load Type"
  • Added filter for Events/Data on the Details page
  • Auto-refresh control changed to a button
  • Document Count option added when sending Documents by Event/Data action
  • Query Parameters to allow empty/Null values
  • Dynamic pages can be linked to user roles 
  • Cancellation reason required for canceling work order
  • @UserID parameter added to Query Report for manual generation
  • RAG Numbers added for Dashboards
  • Customer Portal redesigned with Bootstrap 5 and Master Page

Tuesday, 13 July 2021

Build 281

  • Added option to update Container Type for multiple containers via Shipment page.
  • All workflows with multi-company finance capability
  • Depot List & Query Report filters retained
  • Invoice Unit and Subtotal settings added to Company and Invoice
  • Account Category selection added when adding accounts in workflow
  • Entity edit page converted to full page view