This month’s release will be updated at 2:00am Los Angeles (9:00pm Sydney) time today.
In this release:
Statement of Outstanding Invoices
One of our most requested features is the ability to produce a customer statement detailing all receivables to date. This is a manual statement (as distinct from Automated Statements) and is accessible from the Reports >> Statement menu.
The statement provides filters for contact, date, sale or purchase, outstanding or just overdue, and currency. Any partly-paid invoices are differentiated by the amounts shown in the Total and Owed columns. The ability to click-through on any line item is also provided which takes you to the underlying details for that transaction.
This Statement of Outstanding Invoices has an inbuilt template and theme which you can customise further as required.
Bank Account Exception Report
This new report provides information on anomalies in the setup of bank accounts or bank transactions, such as a tax code being allocated to a bank account.
Enhancements to Bank Feeds
Additional banks are now able to be connected. To check if yours is available simply type its name into the “Connect to Bank Account” field in Automate >> Bank Feeds.We’ve improved the reliability of bank feeds with an additional refresh of the feed after connecting, and the ability to update your credentials from the main bank feeds screen to initiate a refresh as required.
You can now pass all invoice types that we support through the API (this varies by zone). This now makes the API consistent with the invoice types available on the invoice screen.
We’ve also updated the API documentation to reflect this and other changes to the API over the last few months. For more details see our API help note here.
We’re continuing to work on our infrastructure, bringing additional performance improvements. We’re laying the groundwork for our new user interface, with a lot of development work focussed right now around the new screens that are coming to Saasu. We look forward to sharing these with you soon.