System improvements released today

The 18th e-conomic Market Package was released this morning with a new sales dashboard and a remittance advice function

New sales dashboard

The Invoice tab will now automatically open the sales dashboard which includes shortcuts, support and information – plus two user-customizable Top-5s.
Choose whether the top-5s should show either turnover based on customers, products or employees, or due customers or invoices. The period can be set up with “This/Last” and “Day/Week/Month/Quarter/Year/Accounting year”, and each top-5 can be shown as either a list or a chart.

The settings for each top-5 are automatically saved when changed. Also, if you hide the dashboard, the starting point for the Invoice tab is changed to the customer list. Showing the dashboard again (via a link from the customer list) will re-instate the dashboard as the starting point of the Invoice tab.

Remittance advice

The new remittance advice function allows you to send e-mails to your suppliers, notifying them of recent payments made.

Filtering options include e.g. payment dates, suppliers and groups. You can base advices on either invoice-to-payment matches or exported payments.

Advices are e-mailed as PDFs. Consequently, a new template type “Remittance advice” has been added in Design & Layout.

Bugs fixed

In the API, the recently introduced methods for retrieving only updated records no longer return far too many records.

In Report Designer, department filters now work correctly for entries with distribution keys as well.

In the Chart of Accounts, the maximum length of account numbers has been increased from 8 to 9.

The EU Sales report (DK + SE) no longer fails when no date interval is selected – instead, entering a date interval is now mandatory.

The Swedish ROT deduction pop-up now shows correct entry texts.

The customer/supplier balance lists, as well as the Outbox, have been optimized.