Upgrades:
- A Works Order will not allow ‘Email for a Quote’ or ‘Instruct Work’ if the selected Supplier has no email
- Invoices added to a Works Order do not automatically add ‘zero’ items. If a user does not add the item a warning will be given
- Supplier Invoices cannot have negative invoice items (any credits should be added on the Supplier’s Statement as Credit Notes)
- Manual reconciliation now has a ‘Description’ field
- Bulk Payment only allows a User to pay Invoices linked to the selected Bank Account
- The Apportionment Report has a new option ‘All’ which allows you to download the apportionment for all Units on one Report
Budget vs Expenditures changes:
- Using the Invoice period for picking up Invoices is now optional – you can decide before downloading the Report
- There are now two ‘Full Detail’ tabs. One for Expenditure invoiced and one for paid
- It only pulls information for Categories with types : Expense, ExpenseAndRevenue, ExpenseAndDocumentation and ExpenseAndReport.
If you are looking for a complete overview of the Budget vs Expenditure Report please check out the following article: