LATEST UPDATES - Ver 2.1.0

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These release notes describe the new features in Financio Version 2.1.0

What's important about this version? 

• Sales & Purchases items report [ Premium Only]
• Job Tagging [ Premium Only]
• Storehub flexible sync time [ Premium Only]
• Inclusion of Account Code in Excel Import Template
• Enhancement on user invitation
• Time zone setting
• Customer statement enhancement

[PREMIUM - ONLY]

1.  Sales & Purchases item Report

New Report for Sales & Purchases items report.

The report Displayed as per the image below :

2.  Job Tagging

Add the new function for Job Tagging. Job Tagging has the ability to keep track of all the income and expenses related to service jobs.

 This is particularly useful when multiple jobs are performed for a single customer. When you enter a transaction, the appropriate job number can be assigned to each individual amount.

Add the additional field inside the transaction for Job Tagging as per below for Sales Quote, Sales Order, Sales Invoice, Sales Credit Note

Add the additional field inside the transaction for Job Tagging as per below for Purchase Order, Purchase Bill and Purchase Debit Note.

Transaction – Deposit, Withdrawals

Transaction – Journal

Inventory Adjustment

4 New reports for Job Tagging :

Users can set up the default job inside categories (Profit & Loss) accounts.  Go to Control panel > Profit & Loss Accounts > Select account > set the default job. 

Once users record the transactions (sales/ purchases) using this account, the system will auto-assign the default job for this account. 

3.  Storehub flexible time sync

As the number of users who are linking their Financio account with Storehub is increasing, one sync time daily does not meet all businesses needs.

The enhancement will allow user to select their preferred time with 1-hour interval.

[ALL USERS]

1.  Handling Account Code and Parent Account for Chart of Accounts Import

Currently, users have to set account code and parent account manually one by one. Unfortunately, these two columns are not been handled through the import process and not really convenient for user to set one account after another.

The enhancement will add new columns of Account Code and Parent Account in excel template.

2.  Enhancement on the user invitation process

There will be very rare cases where a user who get invited from Financio user, did not receive the invitation email.

To make users feel the invitation process going smooth and to enable more self-service option to user, the system will provide the invitation link at the top of the users’ card. User can directly click on ‘Copy’ button, then send to their new user via other communication platforms.

3.  Time zone setting

As Financio being used by multiple countries, time zone difference has become an issue as the current setting is always set to GMT+0.

User can go to Control Panel, then click on Business Settings. Under ‘General’ tab, a dropdown of time zone can be found. System pre-listing the available time zones.

Each transaction created after user select the time zone, will be stored according to the selected time zone.

If user wants to change the time zone setting, they are allowed to do so. However, the action would not affect the timestamp of the past transaction.

4.  Enable filter to allow user to only display outstanding invoices in the statement of accounts

In order to make user easily to trace outstanding invoices belong to that particular customer, checkbox to only show outstanding had been added. When user clicks to enable the checkbox, the system will do filtering to only show outstanding invoices.

5.  Default Account for customer and supplier 

User can set up the default account for income (customer) and Expense (supplier inside the contact.  

New release Video :