LATEST UPDATES - Ver 2.2.0

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These release notes describe the new features in Financio Version 2.2.0 

What's important about this version?   

• Multiple Currencies Payment [ Premium Only] 
• Customer and Supplier Ledger report [ Premium Only] 
• Singapore E-Invoice enhancement [ Premium Only] 
• Default Account & Payment Method
• Add the Chinese simplified and Chinese Traditional in language selection options.  

 [PREMIUM - ONLY]

1.  Multiple Currencies Payment 

Allowed users to record the invoice using non-home currency (example  USD)  and make a payment with different currency (non-home currency / EURO).  

 Example :  

 

Invoice created using USD. 

When the user recorded the foreign currency invoice using USD, and record want to record the payment using EURO, the payment transaction will show as per the image below  

Once user selects Bank account that different with both transaction and home currency, the user has to set the exchange rate of the currency, for this case EURO to SGD. 

Journal entry will be as per below: 

 

2.  Customer and Supplier Ledger report 

Customer Ledger report displays all transactions including invoices, payments and credit ( included refund) for selected customers within a date range. 

Supplier Ledger report displays all transactions including bills, payments and debit (included refund) for selected suppliers within a date range.

Report Display customization - Customer Ledger  

 

 

Report Display customization - Supplier Ledger  

 

 [PREMIUM Singapore - ONLY]

1.  E-Invoice Enhancement 

1)  Add E-Invoice logo at transactions that send/receive via E-Invoice so the user canresend E-invoice transaction

2) Show E-Invoice status at the transaction 

Pending

Fail/rejected 

Successful Logo  

3) Make "Reference" field as required if the transaction send thru E-Invoice ("Reference" field as PO No. in E-Invoice) 

4) Handle currency rate for incoming transaction

 

[ALL USERS]

1.  Default Account & Payment Method   

User can set which Bank account they want to make as default. User can set one default payment account for each currency. 

 

Then in payment entry screen, system will default to Bank account which had been set as default by the user.

 

2.  Chinese simplified and Chinese Traditional in language selection options 

User now can change the Financio language to Chinese Simplified and Chinese Traditional by clicking on Financio profile > Change Language.  

For Chinese simplified, Select Chinese (simplified) > Click on save. 

And now Financio language changed to Chinese simplified. 

 

For Chinese Traditional, Select Chinese (Traditional) > Click on save. 

And now Financio language changed to Chinese Traditional.