What’s new?
This week, the following upgrades and fixes have gone live:
Upgrades
- Ability to assign an existing Invoice to a Works Order – you can also move an Invoice from one Works Order to another:
- Works Order status has to be: Instructed, Work Finished or Completed
- Block, Bank Account and Supplier all need to be the same for both the Invoice and the Works Order
- This can only be selected for existing Invoices. You cannot see this option when adding a new Invoice.
- The drop-down is available after accessing an Invoice in the Details tab
- Works Order status has to be: Instructed, Work Finished or Completed
- Landing page for Maintenance and Insurance Category – this has been changed to Files. So if you access any Category now it will take you to Files added to that Category
Resolved
- Categories showing multiple times after using option Create and Add Another
- Bank feeds delay for Barclays – Bank feeds for Barclays will pull transactions from up to two days prior. Clients will see Monday’s transactions on Wednesday. This should eliminate the problem with missing transactions.