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
     
• 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.