Productivity Suite v1.1.26

Release details

Major features

Automated Transaction Importer Advanced

• Extend the Automated Transaction Importer so it can have field mappings, which can be added and edited in Hub Manager (including the ability to import mappings in bulk).

Automated Transaction Importer Advanced Update 2: Allocation

• Extend the Automated Transaction Importer further so it's possible to allocate a payment to multiple invoice transactions by way of a new column in the import sheet which contains a comma-delimited list of references or extra references to match to the invoices. The invoices may already exist in Sage Accounts, or they can be part of the import file itself (but must appear before the payment in the import file).

Minor features

POC web "deliver selected" screen to allow entering of supplier GRNs or instant delivery

• On the deliveries screen in POC web add a checkbox to each PO row, which when any POs are selected enables a new "deliver selected" button at the bottom of the list. A checkbox controls whether supplier GRNs need to be entered, and if this is ticked the user will be taken to a new screen to allow entering of supplier GRNs (per PO). If it's not ticked, the deliveries will be completed when the button is pressed.

CC: add the abillity to edit email template subjects

• Add edit subject and edit cover subject columns to the edit reminders and statements table. Clicking the new links allows the user to edit the relevant email subject for reminder/statement templates and cover letter templates.

POC: now moved completely to webapp

• The desktop version of POC is no longer maintained, so launching the POC module in Productivity Suite desktop now takes the user to the POC webapp by opening up a new browser tab.