These release notes describe the new features in Financio Version 2.3.0
List of new features.
- Selling Price Levels
- Lazada Integration
- Bulk Upload for Sales and Purchases
- Flexible base currency
- Report Enhancement: Print, export 11 reports to excel and PDF
- Report Enhancement: Included Credit Note and Debit Note in Aged Receivables and Aged Payables report.
New Features :
1. Selling Price Levels [Premium Only]
For this new update, now Financio can maintain up to 5 price levels for your items. User can add in price level inside the Control Panel.
i) Go to Control Panel > Price Levels
ii) Once user click on Price Level Icon, the screen below will come out :
iii) Click on New Price Level to set up the new level. Once you click on it the windows below will pop up :
Enter Price Level name and click on Save.
iv) To edit the Price Level Name, click on the View Items drop down > Update.
v) To update the price levels based on items, click on the View items.
Once user clicks on View Items > the existing item list will appear > click on Set Pricing to set the price level based on item.
The Price Level window pop up, set the Quantity Over and Price amount. Once finished, click on Update.
vi) The user also can set up the price level directly inside the Item itself. Once the user turns on “I sell this product/service” the price level function will appear.
vii) Click on the button and set up the Quantity and the Price amount. To add more click on
viii) Set up the customer price levels in Customer Contacts. Once the user setup the specific price level to their customer (example silver), once record the sales, the amount for that item will follow the silver price level.
2. Lazada Integration [Premium Only]
Financio allow users to integrate with Lazada. The connectivity will sync up the Products and Transaction data to Financio on a daily basis. Users are able to enable the Lazada Integration in the Integrated Apps page.
Users are able to find the Lazada integration in Integrated Apps page.
Then users can set their own preference, either want to sync products, order or both.
Users also able to set their own preference sync time.
3. Bulk Upload for Sales and Purchases [Premium Only]
Invoice and Bill bulk upload allows users to easily submit multiple invoices at once by uploading a xlxs or xls file of the invoice and line item data. This will save users time when needing to create and submit a large number of invoices when compared to manually way.
The new import button added inside the Sales and Purchases module.
Once the user clicks on Import icon, the window below will come out, click on Select File > Continue
Once you click on Continue the transaction imported to your Financio account.
4. Flexible Base currency
During the signup, the user can set up the flexible base currency. Example the business location is on Singapore, now user can select other currency for their local currency. (as per the image below).
For user who created a new business, they also can select the different currency for their local currency.
Enhancement : Print, export 11 reports to excel and PDF. [Premium Only]
In this new update also have newly added a function that allows users to export 11 reports to PDF and excel format in Control Panel. Users can now directly send reports in either PDF or excel format without clicking on/viewing/generating/opening that report.
Enhancement: Included Credit Note and Debit Note in Aged Receivables and Aged Payables report [Premium Only]
So, in the new update, the Credit Note and Debit Note already included in Aged Receivable and Aged Payables report.