May introduced credit notes for Myob and Xero invoicing, and brought some smaller improvements to billing contracts, clients, profit reporting, stock control and several other areas of the system.
We've fast-tracked several changes to you this month already.
Credit notes for invoices! Plus integrations with our two most highly used accounting integrations, Xero and Myob Business.
Create and edit form templates now with our all new powerful, drag-and-drop interface that allows you to build new forms without Uptick's help. It’s much easier to replicate government-issued documents, and fill out complex, tabulated forms on a mobile device.
Available to all customers wanting to have an early look, simply contact your customer success manager to activate it. iOS support only. Android coming out soon.
Billing contracts.
You can now filter for custom fields on the billing contract list, giving you better control over categorising and filtering for certain contracts. For now, populating billing contract custom fields still needs to be done via the data importer.
We’ve added instructions and help text to every field in the billing contract importer template to increase the success rate of first-time imports:
Profitability reporting improvements.
Table columns can now be deselected and saved into your favourites to suit your reporting preferences. Grouped tables can also be saved into your favourites.
We’ve added task authorisation amount, originating defect and service quote references as optional columns.
Clients. Clients can now be segmented. In our new service quoting and client dashboards coming soon, this information can give you valuable insights about your client base and which segments to bring in the most revenue.
Remarks. You can now see approved, repair tasks when viewing a remark, surfacing that information quicker.
A warehouse can now have its Address and Delivery Instructions set.
When raising a purchase order, a warehouse’s address and delivery instructions can now be quickly added:
Sage 50 accounting integration. We've improved the performance of pushing/retrieving purchase order bills, you should see a noticeable impact in turnaround time here.
Legislative prompt questions. It’s now easier to tweak particular prompt questions in your control panel with the ability to search and sort.