The Xero integration status report has been added to the system. To see the report go to Settings & Preferences -> Integrations -> Settings (button) -> Integration Status.
If an error occurs during the transfer you will see a message in red in the Status column.
1. Invoice and invoice items now have custom inputs. In order to actually see them you must use Invoice’s advanced view by going to View -> Advanced View
2. Quotes now have a list of Purchase Orders associated (If you have access)
3. Quotes now have a list of Tenders associated (If you have access)
4. Tenders now have a list of Purchase Orders associated (If you have access)
Making amendments on POs is now possible. Go to an approved PO, then in the mid-menu section you'll find the Amendments list.
To create an amendment, click on File -> Create Amendment
1. WIP reports now have totals at the bottom.
2. When you edit a business contact, you will notice more settings like default nominal code, purchase order terms etc. These are automatically applied when you select this contact on an invoice or PO.
3. You can now export POs into CSV.
1. Financial dashboard now shows gross profit.
2. Slightly improved formatting on purchase orders.
3. Quotes with only sections displayed also show descriptions.
4. Slightly improved rendering of quotes with too much white space.
5. Added Creditors and Debtors PDF report.
6. Added “Last Quarter” to comparison for dashboard invoice widgets.
7. Quote sections now display purchase order and invoice value as monetary fields not just an icon if there is one. If there is no PO or invoice, it shows just grey icon.
8. On purchase invoices, added possibility to link to an existing purchase order. (Financials -> Allocate against a PO)
9. On Project files (and anywhere else with the same interface) the description now shows below the file/folder. Also made the interface for changing file name more visible.
Archdesk can now automatically create a project expense record on either progressing the PO from draft or completing the PO.
In order to enable this functionality please go to Settings & Preferences -> Financials -> Purchasing -> Purchase Order Automated Project Expenses
Ability to force the system to hide total prices for each item on a public view of a quote.
Made the optional items stand out more from the rest.
Archdesk now warns if a Purchase Invoice from the same supplier and with the same reference number already exists in the database.
Warning on a PO if a sum of the purchase invoices exceeds the amount on PO.
Ability to specify custom PO referencing system to contain the project reference.
Ability to force company delivery address on all POs.
Added ability for Archdesk to connect to the local scanner directly, scan an invoice into PDF and attach it as a file.