Update 24.05.2022
With the update on May 24, 2022, the following extensions and improvements were implemented.
Summary
Video of all new features
Customers
1. Recurring invoices - improvements
Products
2. Products - duplicate products
Accounting
3. Reports - Balance sheet & profit and loss statement improvements
More
4. Analytics & reports
Summary
Video zu allen Neuerungen
Customers - Recurring invoices - improvements
For better overview and sorting, the recurring invoices section was expanded with the columns Last sent, Next sent, and Status. The status shows at a glance whether the Do not send invoice function was set in a recurring invoice and whether it is active or inactive.
Products - Products - duplicate products
Similar to the functionality of duplicate invoices, this option is now also available for products. This way, when creating new products, all data does not have to be entered again.
Accounting - Reports - Balance sheet & profit and loss statement improvements
For better overview, the user interface of the balance sheet and profit and loss statement was revised. Additionally, the display options were expanded with the new functions Indented display and Show guidelines.
More - Analytics & reports
In addition to the possibility to read out the data as an Excel file, it is now also possible to create PDF files.
Prerequisite
- Advanced Accounting add-on or Abacus connection (AmID)