Improved PayPal Accounting
We have upgraded our PayPal Import service. As well as payments made and received, it now also picks up on items classified as "PayPal Services" (usually delivery) and any purchases you make with a PayPal debit card.
We have upgraded our PayPal Import service. As well as payments made and received, it now also picks up on items classified as "PayPal Services" (usually delivery) and any purchases you make with a PayPal debit card.
You can now import new customer information from vCard (.vcf) files. Click the "Customers" tab and then click the "Import vCard" button
If you are recording a new purchase and realize you haven’t yet added the supplier, this can now be done with one click rather than having to navigate to the “Add Supplier” page. Simply click the “Add New” link next to the supplier selection drop-down.
A few people have said they would like the ability to use automatic text (like the relevant invoice number or amount) in the Additional Text field on Invoices and Estimates. This is now available. Below the Additional Text box in Settings -> Invoice Options -> Display Options is a link…
A few customers have told us that they use the Estimates/Quotes to list a number of options for their potential customers. In this scenario it isn’t appropriate to include a total at the bottom of the quote. We’ve added a new option so that you can remove the total. When…
Last week we added the ability to email Purchase Orders. But we overlooked the ability to send additional attachments as you can with Estimates and Invoices. This has now been added.
Previously if you entered a transaction in a bank account and later realized it was the wrong account, you would have to delete it and re-enter it in the correct account. You can now just edit the transaction and change it to the correct account.
We’ve found out that a number of our users create projects (or ‘Jobs’ or whatever you have renamed them to) once one of their customers have given the go-ahead on a quote (or ‘estimate’ or whatever you may have renamed them to). To make this a lot easier we’ve added…
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