LATEST UPDATES - Ver 2.6.0

Release Notes

Release Date: 24th March 2021 (Wednesday)

Introduction

The document communicates the 5 major new features and changes in this release of Financio v2.6.0

Contents

1. Print Function for Deposit [All]
2. Account Code Field Added in Business Setup [Premium & Trial]
3. Filter by Contact in Account Receivables and Account Payables Reports [Premium & Trial]
4. Additional Transaction Types added in the Journal Entry Report [Premium & Trial]
5. Option to Turn Off StoreHub Daily Email Notification [Premium & Trial]

Compatibility

These features have been tested and made available on the following product plans:
Important Note: The print function is now available for Deposit Transaction.

1. New Feature: Print Function for Deposit [All]

• To print the Deposit, go to Transactions > Deposits > Click on View > Click on Print (refer to IMG 001)

IMG 001

PDF View (refer to IMG 002):

IMG 002

2. Enhancements: Account Code Field Added in Business Setup [Premium & Trial]

Account Code field is added to the Chart of Account at Step 4 of the Business Setup. (Refer to IMG 003)

IMG 003

3. Enhancements: Filter by Contact in Account Receivables and Account Payables Reports [Premium & Trial]

Users can now filter the Account Receivables Report by customer, and the Account Payables Report by supplier.

• Account Receivables (AR) Reports
  Filter by customer is currently added to the report filtering (refer to IMG 004):

IMG 004

Sample report - filtered by customer (refer to IMG 005):

IMG 005

Filter by customer is currently added to the report filtering (refer to IMG 006):

IMG 006

Sample report - filtered by customer (refer to IMG 007):

IMG 007

• Account Payables (AP) Reports
  Filter by supplier is currently added to the report filtering (refer to IMG 008):

IMG 008

Sample report - filtered by supplier (refer to IMG 009):

IMG 009

Filter by supplier is currently added to the report filtering (refer to IMG 010):

IMG 010

Sample report - filtered by supplier (refer to IMG 011):

IMG 011

4. Enhancements: Additional Transaction Types added in the Journal Entry Report [Premium & Trial]

Added 5 new transaction types in the Journal Entry report:

1. Sales Payment
2. Sales Refund
3. Purchases Payment
4. Purchases Refund
5. Transfer

• To filter the Journal Entry Report, go to Reports > Journal Entry > Filter type > Click on Update. (refer to IMG 012)

IMG 012

5. Enhancements: Option to Turn Off StoreHub Daily Email Notification [Premium & Trial]

Users can now choose to turn off daily email notifications in the StoreHub Integration setting.

• To turn off the daily notifications email, go to Control Panel > Integrated Apps > StoreHub > Settings (refer to IMG 013).

IMG 013

• Toggle to switch off the Sync Status Notifications, and click save when done (refer to IMG 014).

IMG 014