Update 15.12.2021

With the update on December 15, 2021, the following extensions and improvements were implemented.

Summary

Video on all new features

Settings

1. VAT billing method: Switch quarterly

Dashboard

2. Widget: Liquidity development / Cash

Customers

3. Comment function (internal): Addresses, customer documents & supplier invoices

4. Bulk import

Accounting

5. Bank statement: "Export all" function

Zusammenfassung

Video zu allen Neuerungen

Settings - VAT billing method: Switch quarterly

Previously, the VAT billing method could only be defined for one fiscal year. A change was only possible as long as no transactions were created in the corresponding fiscal year.

Now, it is possible to create a new VAT billing method at the beginning of a quarter. Thus, the billing method can also be changed within a fiscal year.

Requirements

• The creation is always only possible for at least the next quarter.
• There must be no transactions that have a due date after the beginning of the new periodicity. For example, if there are already transactions for the month of August, a new billing method can only be defined from October - not already from July.

Dashboard - Widget: Liquidity Development / Liquid Assets

Another widget Liquidity Development / Liquid Assets has been added to the dashboard.

The numbers under Income and Expenses are calculated based on postings to accounts in the Liquid Assets account group and the selected time period. Postings where both accounts are assigned to the Liquid Assets account group are not considered.

Customers - Comment Function (Internal): Addresses, Customer Documents & Supplier Invoices

An internal comment function has been integrated into addresses, customer documents and supplier invoices. This function allows for various and multiple comments/notes to be entered.

Additional information

• Comments can only be read by users within the accounts.
• Comments can only be deleted (by the creator or account owner) and not edited.
• The newest comment is always at the top.
• There is no editor for formatting.
• Comments can be entered from the Draft / Open status for customer documents and supplier invoices.

Note:

This function will later be expanded to include external comments (customer documents). This means that it should be possible for, for example, a bill recipient to enter a comment on a bill in the customer portal and that this can also be answered.

Customer - mass import

When importing supplier invoices or customer bills, it is now possible to import up to 20 documents at the same time. This should make it possible to optimize and speed up processing time.

There is a log available that can be accessed to view the documents that were imported simultaneously. Additionally, the log shows which documents were successfully imported and if any errors occurred.

Imported documents can be processed and released in batch, without having to call up each voucher individually.

Voraussetzung:

• Zusatzmodul Advanced Buchhaltung oder Abacus Anbindung (AmID)

Prerequisites

• Advanced Accounting module or Abacus connection (AmID)

Accounting - Bank Statement: "Export All" function

Now it is possible to export multiple bank statements at the same time.

You can select the format (XLS file or PDF) as well as the account range from/to. Additionally, you can choose whether the export should only be made for accounts with movements or not.

The export is performed in the background and is then available for download in the inbox.

Prerequisites

• Advanced Accounting module or Abacus connection (AmID)