Invoice Write-off and Icon Improvements

Written by Caitlin Williams

9.19 Release Notification – 7 Sep 2016

NEW FEATURES

Invoice Write-off Improvements
Accounting for bad debt

Timesheet Status Icons
Consistent colours throughout the portal

 

There have also been regular bug fixes and performance improvements. If you have reported any bugs that have been resolved in this release you will be notified by the Client Services team directly.

Improvements

Invoice Write-off Improvements

Currently your portal offers the ability to write off invoices without the ability to indicate if this is a debt that won’t be paid or an incorrectly issued invoice.  We will now present multiple options when writing off an invoice, to better indicate your intentions – whether that’s writing off a bad debt for an insolvent customer or resolving an invoice that should never have been sent.

If you have transaction date functionality enabled, you’ll now be able to set a transaction date in the event of a write off.  Please contact Client Services to learn more about transaction date functionality.

Timesheet Status Icons

We’re making the progress of timesheets easier to follow by introducing consistent colours and icons across your portal.  The timesheet PDF status icons are now used throughout the portal – you’ll see green “Paid” and red “Rejected” timesheet statuses on your dashboard and when viewing timesheets.

Timesheet Status Icons