💡 We made some improvements that will surely optimize the planning portion of your day
🚒 A few bugs have also been fixed.
⚙️ IMPROVEMENTS |
Calendar planner
Managing your visits has just become even easier, thanks to a new feature in the Calendar Planner. From now on, you can drag and drop several visits simultaneously to the agenda.
Here's how:
Access the Planner: Open the Planner in your Calendar.
Select visits: Use the selection options in Filters to filter a list of specific visits, and check the box to select multiple visits.
Drag and drop: Capture visits on the Planner by clicking on the small dots and drag them to the desired time slots in the calendar
Confirm schedule: Check and adjust if necessary.
Improved Transactions tab
📌 For accounting system integrations only
Our team has added a new Accounting Period column to the Transactions tab. The addition of the accounting period and key dates in the Transactions tab represents a significant step forward for more rigorous and transparent financial management. These features will enable you to track your transactions with greater precision and manage your finances more efficiently.
Billing date: The invoice date now visible for invoice-related transactions.
Payment Date: The payment date now visible for payment transactions.
New verification tool with accounting system
Quickbooks - Acomba - Sage 50
We've integrated a new verification tool with the accounting systems, accessible directly from your invoices via the Actions menu. This tool is designed to work seamlessly with QuickBooks, Acomba and Sage 50, enabling you to efficiently manage your invoice associations and transactions. Here's how this feature can improve your accounting workflow.
For QuickBooks:
view and correct invoice associations between QuickBooks and Plannit
view transactions linked to each invoice
export transactions related to each invoice
For Acomba/Sage50:
view and correct GL accounts for each item, taxes, payments and refunds on the current invoice
view transactions related to each invoice
export transactions related to each invoice
Check why an invoice is not being exported to your accounting system
Click on the Actions button in the invoice
Select Accounting system verification tool from the list
Add missing information ie. GL number or export invoice
You can also view and/or Export transactions related to this invoice by clicking on Transactions in the same window.
New column to be displayed in the Jobs grid
A new Title column has been added to the Jobs grid. This new column is added to the existing contact name, making it easier to quickly identify specific jobs.
Add a Title to your Jobs
Activate the Title column in the Display Options button of the Jobs grid
Voiding an invoice in draft status
You can now cancel an invoice in draft status
Click on the Actions button in the invoice and select Void
Copy a voided invoice
You can copy an invoice to another customer or to the existing Job even if the invoice status is Cancelled
Click on the Invoice Actions button and select
Copy for another client
Copy in this Job
Other improvements
We've laid some new foundations in recent weeks that don't change anything for your operations today, but pave the way for many new options in the weeks and months to come!
Stay tuned 👂
🔧 FIXED BUGS |
We've been actively addressing and resolving various bugs! Our team will promptly notify affected customers once the fixes are complete.