Release Notes: Version 3.8.0 (UX Enhancements Phase 2)

Release Date: 13th Oct 2023 (Friday) 

Version: 3.8.0

Introduction

The document communicates the enhancement updates in this release of the Financio v3.8.0.

Compatibility

The enhancements and new feature update was tested and made available on the following product plan:

1. Enhancement: Speedier Screen Loading Time

Before the enhancement, screens may take up to 7 seconds to load, depending on the size of your data. In this version, the loading time is now less than 2 seconds on average. To learn more, please read the guide here. The following are the list of screens that have been enhanced:

• Sales > Quote 
• Sales > Sale Order
• Sales > Credit Note
• Sales > Refund 
• Purchase > Purchase Order 
• Purchase > Receive Item 
• Purchase > Debit Note
• Purchase > Refund 
• Transactions > Transfer 
• Products & Services > Product/ Service 
• Contacts > Inventory Adjustments

2. Enhancement: Additional Path for Bank Reconciliation 

In this release, we've introduced a convenient enhancement to simplify your user experience. Now, you can easily access the "Bank Reconciliation" function through an alternative pathway (Refer to IMG 001 & 002). This added flexibility provides you with a more straightforward approach to locating the "Bank Reconciliation" feature.

Control Panel > Accounting > Bank Reconciliation > ‘Action’ Reconcile

IMG 001

IMG 002

To find out more, click here.  

3. New Feature: In-App Guides 

Our newly introduced in-app guides are a valuable addition to enhance your experience. These step-by-step tutorials are there to guide you through the initial setup process, making it hassle-free and straightforward. You'll find them integrated into various app screens and functions. With these guides, complexity becomes a thing of the past, and you'll enjoy a more efficient and user-friendly app experience.  

• Dashboard 

• Workflows 

• Business Profile  

• Business Settings  

• Currencies 

• Taxes 

• Chart of Accounts  

• Opening Balance 

• Integrated Apps (SG Region Only)  

• Sales 

• Purchases 

• Transactions 

• Contacts 

• Products & Services 

For more details, click here. 

4. New Feature: Import Budget Data  

This new feature will help you save time and streamline your budgeting processes (refer to IMG 003 & 004) as you no longer need to inefficiently input your data through the web UI. Now, you can simply ‘copy’ and ‘paste’ your budgeted financial data from personal Excel files into the Excel file we provide. To learn more, click here. 

To access the ‘Import Budget Data’ feature: 

Navigate to Control Panel > Accounting > Budgets > Import. 

IMG 003

IMG 004