Released 25/05/2018

Productivity Suite v1.1.4

May updates

Release details

Major features

CC: add credit and payment on account transactions in reminders and statements, plus show those transactions on screen in Credit Controller
  • Show sales credit (SC) and payment on account (SA) transactions in statements; add new replacements [OTHER_OVERDUE_INVOICES_AND_ALL_CREDITS] and [OTHER_OVERDUE_INVOICES_AND_ALL_CREDITS_NO_DUE_DATE] to allow for showing any other overdue invoices and unallocated credit/payment transactions in reminders (which will add up to the customer's overdue balance). Also, show the SC and SA transactions on screen in the customer panel in Credit Controller.

Minor features

POC: add search capability to PO list screen
  • Allow users to search by PO number and/or supplier account reference/name.
POC: add option to suppress warning messages when budgets are exceeded
  • When budgets are exceeded, currently the system can stop the PO being requested, or it can allow it to be requested with a warning to the user. These warnings should be suppressed (according to an optional setting). The warnings will still appear in emails to approvers.
POC: show budget exceeded on budget screen and in Excel report
  • The budget screen currently shows values for budget and actual within a given period (by nominal and department). This should be enhanced so that any actual value which is in excess of the budget amount should be shown on a red background. The red background should be shown on the corresponding cell for both budget and actuals. The red background should also appear in the relevant place in the Excel export from the budget screen.
POC: add due date column to deliveries screen
  • Add the PO header's overall due date as a column on the deliveries screen.
POC: add export to Excel button on deliveries screen
  • Allow users to export the contents of the deliveries screen to Excel, but also include line items - and include each line item's due date as well.
POC: add setting for "deliver all" button label
  • The button on the PO deliveries tab (within a single PO) says "deliver all" but this needs to be configurable.
Transaction Importer: allow for a choice of chart of accounts when doing charitable fund balances after importing
  • The default chart of accounts is not necessarily the one that should be used when considering whether a nominal account is a P&L account or not; new settings added to change to whichever chart of accounts is required.
POC: make due date label configurable
  • Add an option to POC system settings to make the label for the due date field configurable.
POC: add option to hide the line information, supplier order number and supplier telephone number fields
  • Add an option in POC system settings to hide the line information (job reference) field, supplier order number and supplier telephone number.
POC: add default product code setting
  • Add a setting (in POC system settings) to specify a default product code to be selected whenever a new line item is added.
POC: add option to hide product code (if default product code is used)
  • In POC system settings, add an option to hide the product code selection dropdown, but only allow this option if default product code is selected.
POC: add option to rename supplier contact field label
  • In POC system settings, add an option to configure the text for the label of the supplier contact field.
POC: make notes section labels configurable
  • Add options in POC system settings to make the notes section heading and all three placeholders in the three notes fields configurable.
POC: add option to include VAT column in notification emails
  • Add an option in POC system settings to allow inclusion of the VAT column in the line item summary in notification emails.
CC: add button to email preview screen to send to the current user
  • In Credit Controller, add a button to the email preview screen to allow the current user to send a preview copy of the email on screen to themselves.
CC: blind copy reminder and statement emails to internal account
  • Add an option (accessed via the settings cog at the bottom of the main Credit Controller screen) to optionally blind copy all reminder and statement emails sent out to a nominated internal email address.
POC: add options to make more fields mandatory: reference
  • In POC system settings, add options to make more fields mandatory. The field list is: reference.

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