Version 4.4 - (December 09, 2017)

    IMPROVEMENTS

    Workflow
    • Improvement is made when value 0.00 in the edit page is clicked. It will automatically disappeared.
    • Improvement is applied on Remark field. It is now enlarged and it can have 274 characters.

    Digital Postbox
    • Manager bank button will be disabled if Supplier/Customer has already IBAN details.
    • Improvements made are for default fields in Digital Postbox.
    >>For existing users like local admin and normal user, when opening Digital Postbox edit page customization button in Purchase, it has 12 default fields. For Digital Postbox- Sales, there are 10 default fields, same default fields with purchase but without Payment Reference and Currency.
    >>For new user, it has the same default fields just like the existing users.

    Gateway
    • In the User page, search fields were added on the column Disable, Locked and Customer.
    • Improvement is made when creating a new administration. When choosing E-FFF Download as software, no Code TP is required.
    • Have made improvements when assigning Workflow Report module. When its activated, Workflow related reports are now activated like Workflow document overview. For Outstanding Work to be visible in Reports menu, Workflow Report + Digital Postbox in financial group should be activated.

    Payment List
    • Improvements were made for Sepa file. Tag  “EndToEndId” is filled-in with the value of tag  “PmtInfId” + index of transaction.

    General
    • Improvements were applied on confirming new password.
    >> HTTP is now changed to HTTPS
    >> “Enter your new password” is now changed  to “Enter you new Password and confirm”

    BUG FIXES

    Financial – Digital Postbox
    • Fixes were applied when clicking CHANGE button for the second time, Dropdown for journals is shown without doing refresh on the page for the dropdown to show.
    • Fix is made on ImportExact Job. Error for Mandatory Payment condition does not occur anymore.

    Invoicing
    • Made a fix for credit note layout. Instead of getting the normal invoice layout, it now gets the credit note layout.
    • Fixes were applied on Auto process invoices.
    >> When invoice is set to recurring(Auto process), invoice will automatically go to for approval tab. But when scenario used is auto-approve and invoice is set to recurring(Auto process ), it will automatically go to approved tab. 

    General
    • Made a fix in Payment List pages. Viewing of the page and fields were arranged when setting the screen size to 100% and even a little more %.
    • Fix is applied on forgot password. Pop up modal “MFO Outgoing Mail EOL Address” has been replaced to Email Address.
    • Fix is made when generating excel file on Users. Workflow on Modules column is not doubled.

    Payment List
    • Fix is applied when a user generated a SEPA File then Memo date is used instead of invoice date value.

    Workflow
    • Fixes were applied on Analytical line.
    >> Need not to click the analytical button twice for analytical to load.
    >> No error encountered when creating analytical and upon saving it.
    >> Column name for amount is visible.
    • Fixes were made for inactive users. They cannot get a mail notification for invoices that are not assigned to a scenario.
    • Fixes made is applied on the edit button to change an invoice in the Worklist. It is changed from bekijken” to “wijzigen”
    • Fixes applied when approving an invoice. Multi-approvers will receive an email for approval mail for Scenario using “and”.
    • Fixes applied upon selecting multiple invoices, invoices are not shuffled and page will not auto refresh.

    Gateway
    • Fixes were made when clicking the Search Company button in Company creation page, it needs to input required VAT number field. Otherwise, there will be a prompt message indicating that you need to fill in VAT number.
    • Fix is applied after clicking Finish button when choosing USERS in the Assign Department Wizard.

    Master Data
    • Made fixes when syncing Discount No. on Payment Condition for Expert/M.
    • Applied fixes for deleting a scenario.

    FEATURES

    Company Settings
    • Drop down field in Company Setting > Workflow tab name Reset Total amount.
    >> In the drop down field, it has options Monthly and Yearly and None.
    This option will be the basis of the frequency of Total Amounts in Worklist will be reset. Basis for the Monthly and Yearly reset will be the creation date of invoice (upload date), By default, no filtering will be made when a user will not select any options on the drop down field.
    >>User can reselect frequency desired. 
    ​• Made additional feature for adding or editing in Bank details that is in Company settings. Once saved, it will reflect in the Gateway or vice versa.
    ​• Added feature in the Company settings. >>“IsSyncPaymentConditions”. This is used for payment condition of Supplier/Customers to be updated.
    ​• Added feature on the VAT code field for Purchase and VAT code field for Sales to be visible in Company Settings > Financial tab.
    ​• Made changes on the field VAT code for Purchase and VAT code for Sales to be visible in Company setting > Financial tab.

    Gateway
    • Fixes were applied in the Assign Module page. Payment list is no longer visible in the Workflow group in assigning modules, both in Organization and Users.
    • Made additional feature for assigning Multiple departments in User/s.
    >> It is now possible to assign existing User with multiple departments in Assign department wizard or create new user with multiple departments in User Wizard or in new button in User list.
    >> Multiple departments can also be seen when generating report.

    General
    • Scan Date on invoice history overview when sending to third party.
    • Fixes is applied on the job when syncing Payment Condition. When Company, supplier and customer is synced. Payment Condition in DP is updated and will no longer be empty.

    Workflow
    • Made adjustment on the Remarks field in the Assign Scenario page

    Invoicing
    • Added discount percentage in the invoice for the invoice layout.

    Digital Postbox and Journal Entry
    • Added Period From Date and Period To Date in the Digital postbox and Journal entry pages edit page
    • Vatcode sales services has been manually set to IC.

    Payment List
    • Pop up message indicating if BIC filled in is not valid same as validation of the IBAN details

Version 4.3 - Patch Release (November 12, 2017)

    BUG FIXES

    Financial – Digital Postbox
    • Fixes made in Digital Postbox edit screen. Edit screen is now shown completely.
    • Fixes made on the edit page of invoice. Total amount and Total VAT amount is no longer interchanged.
    • Fix is applied when exporting invoice to Venice. Non-deductible amount is now automatically and correctly calculated.

    Invoicing
    • Fixes applied when modifying the quantity of the invoice. It will automatically changed the Amount (Price) and after modifying it cannot approved order.

    General
    • A fix is made in width for the username container. Username longer than 150px usernames, it will not overflow but instead it will have an ellipses (…) in the end.
    • Fixes applied when importing sales Invoices to Venice Application. VAT codes added were used when importing invoices and were visible and correct in the 3rd Party Accounting Software – Venice.

    Monitoring
    • Fix made for scans monitor list that Email sender label is now changed to Upload sender.
    • A fix is applied for the filter box for the last three columns in Users page.

    Contacts
    • Fixes made on the Supplier’s/Customer’s VAT number field. It can be edited and changed as long as it is a correct VAT format number.

    Workflow
    • Fixes are applied when a user is Requesting Info.
    1. Other user who is not an approver for re-assigned invoice, but asked for Request Info, could no longer approve the invoice. Approve, disapprove and on hold buttons are disabled now to those Request Info invoices under the Worklist of another user.
    2. History also showed no approving activity by another user who is not an approver of a scenario that is assigned to the invoice.
    • A fix made so that the username or approver will reflect on the username column after request info sent to the user, after saving it, and sending back to original approver.

    Gateway
    • Fixes are applied when Generating Excel, PDF and CSV file of the users. It doesn’t take too long to generate the files. Moreover, fixes are also made when generating companies and no error occured.

    FEATURES

    Reports
    • Added a new column in Outstanding work report for the total of not yet assigned invoices
    • Include the administrations with no scan(s) in the generated Scans Overview report

Version 4.2 (September 25, 2017)

    IMPROVEMENTS

    Workflow
    • Remarks filled in on the Status tab in invoice edit page will reflect on Worklist screen under Remarks column

    BUG FIXES

    Workflow
    • Made fixes for WIP Page. It will auto refresh every 5 minutes. For edit page. There will be a pop up indicating that page is Outdated and that it needs to be refreshed.
    • Made Fixes when supplier’s name is edited through Invoice edit page, after saving it, it will reflect in the invoice, worklist and supplier without refreshing page
    • Made fixes for Request info. It can now process successfully invoice that needs request info.

    Monitoring
    • Made fixes for doubled company shown when synchronizing

    Gateway
    • Made fixes for resetting company that causes deadlocks in Database.
    • Made fixes for inactive users. Inactive users are no longer found both in User list and Generated file

    Invoicing/Orders
    • Made fixes for disabling add button in Invoicing/Orders when there are no journals set to Is Invoice= true

    Invoicing
    • Made fixes for recurring invoices. it can now generated invoices in Drafts successfully

    General
    • Made fixes for the creation of Organization, it can now receive mails for Local Administration and User

    FEATURES

    General
    • Add new field for the unique ID of the duplicates the rejected invoices.

Version 4.1 (August 27, 2017)

    IMPROVEMENTS

    Dashboard
    • Added an indicator in the Dashboard page for Reverse Billing invoices

    General
    • Invoice in PNG format is now accepted and can be uploaded

    Financial
    • Improvements in the translation from English to Dutch

    Company Settings
    • Hide unnecessary button in Company Settings

    Gateway/Workflow
    • Added a function on the Workflow module for better control of editing invoices

    Gateway
    Improvements on the rights of the Local Administrator users in creating administrations

    Payment LIst
    • Improvements on the SEPA file creation in the Payment List

    Workflow/Invoicing/Financial
    • Fixes on the bugs related to Non-Deductible VAT Amount field in Financial|Digital Postbox|Invoice Edit page.

Version 4.0 (August 07, 2017)

    IMPROVEMENTS

    Payment List
    • Added a prompt message (“Can’t generate SEPA file, BIC code is missing.”) when BIC Code is missing upon generating SEPA File.

    General
    • Made improvements when viewing the PDF.

    Workflow
    • Reassign and delete button in worklist edit page>>Status tab is now in bigger view and has been adjusted in the center.

    Financial
    • Made adjustment when UseWorkflow field set to Yes that makes Add & Delete buttons not visible in Journal Entry screen,
    and UseWorkflow field set to No that makes Add & Delete buttons visible in Journal Entry screen.
    • Adjusted the selection of invoices for Booking in Digital Postbox. Selection is now per page.

    Gateway
    • Made adjustments that the user can now filter client code having special characters.

    Company Settings
    • Adjustments made when using comma in amount for creating new article is now accepted and saved successfully..

    BUG FIXES

    Mornitoring
    • Minor improvements on the dropdown field for the file types option in Monitoring|Scans Monitor page
    • Fixes for the issues on the file generated for the UserOverview and ScansOverview in Gateway|Company

    Workflow
    • Added new column for Approver’s Invoice Remarks in the Workflow|Worklist page
    • Fixes for the bug when editing Supplier Details in Workflow|Worklist|Invoice Edit page
    • Removed the server error in the invoice Edit page
    • Fixed the Request Info function in the Workflow scenario
    • Fixed the loading time when saving manually created invoice in the Worklist
    • Fixed the error in the Worklist page

    COMPANY SETTINGS
    • Minor fixes in the dropdown field for Financial Default Purchase GL and Financial Default Sales GL under Company Settings|Financial Tab to show all ledger accounts.
    • Added the English Filipino in the language dropdown list

    FINANCIAL
    • Fixes for the issue related to the selected Ledger Account in Financial|Digital Postbox’ Display Book
    • Fixed the issue of creating invoices in Invoicing page

    DASHBOARD
    • Removed the server error in the Outstanding Work Dashlet page

    GENERAL
    • Fixed PDF hover for orders
    • Corrected the fonts of the invoice PDF layout

    PAYMENT LIST
    • Fixed the amount computation in the Payment List

    FEATURES

    FINANCIAL
    • Removed unnecessary button in Financial|Digital Postbox

    DASHBOARD
    • Added new column for Upload Type in Monitoring|Scans Monitor page

    MASTER DATA
    • Added new default and customizable template for Credit Notes.

    COMPANY SETTINGS
    • Added new fields in Company Settings|Financial Tab – Financial Default Purchase GL and Financial Default Sales GL

    MONITORING
    • Improvements on the Show All function in the Scans Monitor

Version 3.3 (May 19, 2016)

    IMPROVEMENTS

    Workflow
    • When invoice is uploaded twice, it will automatically have a duplicate in Worklist. The duplicate will be highlighted with color red.
    • Generated files under Payment List is now organized by Supplier.

    Financial
    • IC codes are defaulted with 0% and it is now visible in sales IC invoices under DP/Edit page.
    • When there is 100 purchase lines or more, it will now load for more or less a minute.
    • Upon creation or editing an invoice in Journal Entries or Digital Postbox, Description is functioning properly. Even if you edit or change the Supplier or Customer, description will not change.

    Invoicing
    • VAT amount is calculated correctly now whether the countries of ADMIN and Customer are not the same.
    • When invoice is set to recurring and is generated, generated recurring invoice will automatically be approved after processing when invoice’s details is not change. However, when invoice’s details had been altered it will normally go to assigning of scenario.
    • Credit invoices can now be multi-selected.
    • When Select All button in Payment List is clicked, it will select all the invoices in payment list. However, if you have filtered invoices and you click Select All Button it will only select all invoices that was filtered.

    Master Data
    • In Article Code, you can now sort out its status by Active, Inactive or Nothing (both active and Inactive).
    • Article codes are not sorted lexicographically anymore. It is already in sequence.

    Contacts-Customer/Supplier
    • Empty vat codes in supplier’s details are automatically updated with the code used from an invoice booked under that supplier.

    General
    • ADD button in G/L Account, Journal, Period and Vat Code is removed under administrations that uses software requiring syncing to 3rd party application. This was removed since the data should be from their 3rd party app.

    BUG FIXES

    General
    • Filtering search field in all pages are now functioning normally. You can now enter in the filter fields and filter fields can now filter what you have entered.
    • When you search for the administration in MFO administration search field, name of the Administration will remain in the field.
    • Name for ORDERS that is reflected in the report layout is changed from BESTELLEN to BESTELBON
    • Base ware software can now load data.

    Reports
    • Recurring page is not empty anymore, properly loads data and buttons are recognizable.

    Company Settings
    • Administration / Settings for VAT Liable field displays VAT or NO VAT remarks accordingly.
    • In Company Settings/Invoicing, Check mail before is working fine. When a company does not use Workflow and Check mail before is set to True, processed invoice will not automatically send a mail to the customer. Whereas if check mail is set to False, after processed, it will automatically send a mail to the customer.

    Contacts
    • In contact Screen MFO, you can now add multiple SBI Codes.

    Monitoring
    • In Scans Monitor, when select all button is clicked, no pop-up error is shown.

    Financial
    • Debits and credits for Display book is now working fine and will display the Debit and credit amounts equal.
    • When selecting period. no error in DP/ edit page is shown.
    • In Digital Postbox, it can successfully book an invoice.
    • In Digital Postbox, upon filtering the type of transaction by Credit or Debit is now possible.

    Invoicing
    • Vat Fields (Code, Percentage, Amount) is visible in the Article lines and will compute vat amount correctly depending on its vat code and vat percentage.
    • It can now preview layout in Invoicing list page.
    • It can now attached pdf file in the sales invoice page and the mail together with the attached file will be sent to the customer.

    Gateway
    • It can now edit mailroom email field and can be save successfully.
    • In Company list page, refresh button is working accordingly. Page will be refreshed.

    Workflow
    • It will no longer redirect to an error page when creating a sales invoice under Workflow.
    • In Payment List, it will no longer round off invoices to 100. Full invoice amounts are now included with two decimals.

    FEATURES

    Reports
    • Created by Column will display the name/ the one who created the invoice if it is manually created, otherwise it will display the word Scanned
    • When exporting reports (CSV, XLS, PDF file) in both purchase and sales invoice, Credit Note is now displayed.

    Gateway
    • In User Overview Report, XLSX generated file have new columns; Department, Homepage, Is Active and Is Local Admin. (same software used in DRV).

    Contacts
    • In the contact screen , you can now add multiple SBI Codes.
    • There is a new field created for Supplier contact under Company Specification –“Special” field
    • We can now copy and successfully save an existing template from a particular supplier to other Supplier.

    Company Settings
    • There is a newly added field in Company Settings. “ Use invoice number as entry number ” and “ Sales invoice Not in sequence”. This setting will be used for companies don’t want to have checking if the entry number for sales invoices is in sequence upon exporting to TP.
    • Upon going to Digital Postbox list, users can select multiple entries or invoices and change them all at once to credit note YES/NO through the CHANGE button.
    • New field in DRV “Use TP Exchange Rate” field was created in Company Settings/General

    Dashboard
    • There is a dashlet named Outstanding Work Report which can be viewed in Dashboard.

    Monitoring
    • New column added in Scans Monitor. “ Client Code”

    General
    • Department column is also added in MFO – ScansMonitorList, AssignInvoiceList and Worklist.

Version 3.1 (March 30, 2016)

    IMPROVEMENTS

  • An improvement on Assign Scenario page in which the remarks can be edited.
  • In Invoicing menu, it can now generate uploaded invoices that are not yet exported.
  • An enhancement made in the Approval History Report where in Date Column is added.
  • The template language for Invoicing and Order will be based on the language of the account being used.
  • Added the “Search Company” button for easy creation of new administration in Company Wizard.
  • Made enhancement in the Item Code and Description fields where in Description can only be shown in the field except for Currency.
  • Set local admin as the Default User upon creation of the new Administration in Company Wizard.
  • Improvement on the language used on template for mail and Workflow.
  • NEW FEATURES

  • Added a column named “WHO” in the Worklist to be able to know who did the last action of the Invoice.
  • Added a column (Date) for the approval history in PDF file.
  • Added Export Type (SEPA File) in Invoicing and Payment list page.
  • Field “Period Date Control” was added in Company Settings in which it is used as booking basis.
  • Added an additional data for the overview report in Gateway.
  • Added a new functionality in Gateway that can export the overview report from Companies.
  • User can be given Read Only Access. User that was assigned for Read Only Access will be able to see the Worklist of the selected user but can’t do Approve, Disapprove and On Hold. It can only be viewed.
  • BUG FIXES

  • In Company Settings (Order menu),wrong attachment type is being shown.
  • A small fix in giving user access rights to a certain company.
  • Select Delivery Notes button in Workflow is not working
  • Fix in VAT Amount calculation when processing Invoice in Digital Postbox Edit.
Version 3.0 (November 11, 2016)

    IMPROVEMENTS

    Bookscreen / Digital Postbox / Journal Entries
    • Changed the Merge and Split button icons.

    Invoicing
    • VAT percentage will change automatically to 0% if the customer is outside the company’s country.
    • Changed file name format for pdf downloads to “[invoice number]_[Invoiced to].pdf”.

    Gateway
    • Local Administrator user will have access in all modules.

    BUG FIXES

    General
    • Fixed issue on CfBW menu link.
    • Fixed issue regarding clicking Cfbw menu in MFO app – it should open into a separate tab.

    Dashboard / Reports
    • Fixed issue in generating list of approved/processed invoices.

    Bookscreen / Digital Postbox / Journal Entries
    • Fixed issue regarding missing GL account when sales invoices arrive in Digital Postbox, eventhough the user has already selected one from processing phase.
    • Fixed issue with regards rejected invoices that are visible in the entry list.
    • Fixed bugs in creating template bookings.

    Masterdata
    • Fixed issue with regards missing G/L account descriptions in masterdata.
    • Fixed issue regarding template button which is visible in supplier page when user don’t have the fastbooking module.
    • Fixed issue regarding rounding off exchange rates.

    Workflow
    • Fixed issue regarding permanent button for orders in assign scenario.

    Invoicing
    • Fixed issue with regards unit price in Invoicing page wherein the user cannot enter the desired amount.
    • Fixed issue wherein the VAT Code and VAT Percentage are not copied when adding new article line.
    • Fixed issue with regards VAT Percentage that becomes zero after saving a particular invoice.
    • Fixed issue for Recurring Invoices wherein the VAT Percentage changes to zero.
    • Fixed issue for Recurring Invoices wherein “Duplicate” tag is visible.
    • Fixed issue for Recurring Invoices wherein incorrect notes or messages appear in the invoice.
    • Fixed issue wherein system error occurs when process button is clicked.

    Order
    • Fixed issue in processing the created order.

    Gateway
    • Fixed issue with regards deletion of user account.
    • Fixed issue in hiding the user in the portal or gateway when “Visible” field is set to False.
    • Fixed issue with regards user credentials sent to email address when new organization is created.

    Web Service
    • Replaced the “System” with username from WS. and in journal.cs I get the userId of the username and pass it to audit trail model.

    FEATURES

    Bookscreen / Digital Postbox / Journal Entries
    • Added new feature that enables user to do basic mathematical operations, i.e. addition, subtraction, etc., in the bookscreen’s amount fields.
    • Added new feature wherein the user can search G/L Accounts when F2 Button is pressed. The cursor should be in G/L Account field when F2 Button is pressed.

    Gateway
    • Additional CfBW security module.
    • Additional dropdown field wherein user can select existing administration from third-party application that is not yet in MFO. This will automatically fill-in the fields pertaining to administration information, whatever is available in the third-party application

    Master Data
    • Added new field where user can select VAT Code Type in creating new VAT Codes.

Version 2.3 (September 25, 2016)

    BUG FIXES

    General
    • Fixed issue with regards consistency of language set.
    • Fixed system error in loading data for a new company.
    • Fixed issue with regards generated stamp number of invoices imported to Expert M (Kluwer) which is said to be unclear if the document is in landscape format.
    • Fixed issueFixed issueCashFlowByWeb modules were configured to be shown only if the organization is related to CashFlowByWeb.
    • Fixed issue with regards redirection of user to its dedicated MFO site when logging in via mfo.exerius.com.

    Dashboard / Reports
    • Made fixes on dashboard widget and outstanding report (aging).

    Bookscreen / Digital Postbox / Journal Entries
    • Fixed issue on entry number that when invoice is reset from Journal entry back to Digital Postbox, entry number is not retained but rather set back to empty for all invoices processed thru Scan Street.
    • Fixed bug on amount shown in the Digital Postbox list.
    • Fixed bug on GL Account field in the book screen that it will show both the ledger account number and the ledger account description.
    • Fixed bug on reset button in the Journal Entries page.
    • Fixed issue on amount field in the book screen – summation of exclusive amount and VAT amount.
    • Fixed bug on GL Account fast booking color in Digital Postbox.
    • Fixed issue with regards coordination of default VAT Code and VAT Percentage in the book screen.

    Masterdata
    • Fixed bug in manual creation of journals that it will retain description filled in after saving.
    • Fixed issue on unit price format related with the language set.
    • Fixed issue with regards manual creation of journals wherein upload widget does not reflect the correct description.
    • Fixed issue in adding bank accounts of suppliers.
    • Fixed issue in creation of new customer (Customer number already exists error).
    • Removed the Invoicing tab in Master data settings if the user has no Invoicing module.

    Workflow
    • Fixed issue on invoice date in the Worklist page.
    • Fixed issue in amount in header and amount in line in Work List edit page – should always equal before approval can done successfully.
    • Fixed the database constraints (Workflow).

    Invoicing
    • Fixed issue on disapproved invoices in Invoicing page that it will go back to Draft stage.
    • Fixed issue in viewing document in the Invoicing List page.
    • Fixed issue with regards date sequence in invoicing that it must be sorted by invoice date.
    • Fixed issue in attaching PDF files in creating sales entry.

    Order
    • Fixed issue in generating .csv file of orders.
    • Removed the loading symbol in the “Journal” filtering field when the invoice/order is processed.

    Gateway
    • Fixed issue with regards deletion of user account.
    • Fixed issue in hiding the user in the portal or gateway when “Visible” field is set to False.
    • Fixed issue with regards user credentials sent to email address when new organization is created.

Version 2.2 (June 13, 2016)

    IMPROVEMENTS

  • When user clicked process button in SalesEditlist page, it redirects to SalesChange page and if it process more than one order, the system will navigate to the next order.
  • VAT CODE and VAT PERCENTAGE in Order page is not required.
  • In the Order page, if an Order is Open, it will be visible in the Order Draft and if it is Processed, Order Number will be shown. If it is already Approved, Order Number will reflect while the rest is Draft Number.
  • Save and Next button on Supplier and Customer list pages.
  • PDF preview button in Booking list.
  • When an Administration is new, the processed invoice will have a generated entry number format year0001.
  • Improved MFO Reports Layout.
  • Administration search field in Gateway is improved.
  • Notification “No email to order creator found” appear only in the last/final approval of order.
  • Bank details is filled in with data from BANK IBAN.
  • Field color improved. ( Danger : dark red | Warning : red | Info: light blue | Success: green )
  • BUG FIXES

  • Made fix when Hidden fields(VAT Code and VAT percentage) after saving was visible (field customization)
  • A fix made in Decimal places in the amount received in mail.
  • A fix when changes wasn’t save in Use line processing.
  • A fix in Start date and End date fields whenever it’s clicked, calendar should pop up.
  • When processing Purchase order in Edit page, it redirects to Sales Order page and not in the Purchase Order list.
  • Notification message text Ordered by was now change to For.
  • A fix when the Payment Condition was not yet set while the Due date field is in red field already.
  • Made fix when an Error message occurred if preview button is clicked.
  • Image not showing when the user hover the cursor in the name column of Digital Postbox is fixed.
  • Made changes in Bookscreen- column name for Currency in Dutch language.
  • Fix dropdown in SalesChangeList under Approved and Processed tab.
  • A fix in Save button in Scenario since it is not working.
  • A small fix in the Delivery Note Date (Header) of the Worklist has been changed to Invoice date.
  • Wrong text order details in Financial page is fixed.
  • Due invoices are not visible once Due for payment is checked.
  • FEATURES

  • Customization field is already added in the payment list and also the Bank # details, PDF and Credit Note.
  • Change the description of the accounts without opening all the individual lines of a booking.
  • Flagging in Company Settings “USE SEPA”.
  • Reset button visible on pages Ready to be Paid, SEPA created and Paid status in Payment List page.
  • Added a new column Memo date in the Payment List.
Version 2.1 (May 3, 2016)

    IMPROVEMENTS

  • Added Your code column and filtering/search function in Scans monitor page in MFO
  • Upon creation of company via API it will create automatically a mailroom address
  • BUG FIXES

  • Error page in invoice edit (Digital Postbox) using the Edit button and the link in the description.
  • A fix in Payment Condition where due date is not the same with the invoice date after setting it to 0 days.
  • A fix in Invoice that was still on the list after assigning a scenario.
Version 2.0 (April 23, 2016)

    IMPROVEMENTS

  • An improvement on Sending Email dropdown list in Company Settings
  • In Payment List with Paid Status can now generate SEPA FILE.
  • Exporting status column is visibile in Journal Entries
  • Added second email address field under contact info for Supplier/Customers to add an extra mail address.
  • Users List can now generate CSV, EXCEL, PDF file along with its assigned Modules and Companies.
  • Default workflow template when creating new administration is available.
  • Workflow Report Module is enhanced through Outstanding Invoice that will reflect its total number of invoices per administration.
  • To be booked column in Outstanding Invoice is clickable and will direct the user to DP of the company
  • In Company Settings, there is an added field called Days Due as basis in the Payment List.
  • In Payment list, a check box field Due for payment is also added that will display all records that are in due.
  • In Company Wizard, email, contact name is no longer required.
  • Made enhancement when Financial Year is clicked, Book and VAT period automatically adjust.
  • Generated reports in PDF are enhanced.
  • Invoice format is changed when Scans Licensed is set in LITE version.
  • NEW FEATURES

  • Added Order Type module to automatically assign the order in the scenario.
  • Added Search Account functionality in Bookscreen.
  • Added an Order Type switch field in Order page that is customizable on both Sales or Purchase.
  • Added For Quality Checking field in Digital Post Box Edit List that will filter invoices that were set for Quality Checking.
  • Users with rights in ‘Invoicing Delete’  & ‘Book Delete’ module may delete a processed invoice or booking.
  • BUG FIXES

  • A fix in Digital Postbox entry on its status column depending on the Language being used.
  • For Acct. Softwares Procure and Wings, next button is already clickable after inputting the code.
  • Can delete created Order type that is not yet used.
  • A little fix in Date fields since upon creation of invoice it is highligted with red even if it is in correct date format.
  • A fix in the calculation of difference in the Journal Entry.
  • A small fix on worklist buttons.
  • A fix on User page language selected that can’t be saved.
  • A fix on disarrange Status bar in Synchronization
  • VAT percentage will be automatically filled out when Vat Code is selected.
  • A bug fixed in responsible person field button in User List Edit since after saving, changes was not applied.
  • Reassign button will only visible to user with Digital Postbox Edit module in Digital Postbox.
Version 1.0 (March 6, 2016)

    IMPROVEMENTS

  • An improvement on Assign Scenario page in which the remarks can be edited.
  • In Invoicing menu, it can now generate uploaded invoices that are not yet exported.
  • An enhancement made in the Approval History Report where in Date Column is added.
  • The template language for Invoicing and Order will be based on the language of the account being used.
  • Added the “Search Company” button for easy creation of new administration in Company Wizard.
  • Made enhancement in the Item Code and Description fields where in Description can only be shown in the field except for Currency.
  • Set local admin as the Default User upon creation of the new Administration in Company Wizard.
  • Improvement on the language used on template for mail and Workflow.
  • NEW FEATURES

  • Added a column named “WHO” in the Worklist to be able to know who did the last action of the Invoice.
  • Added a column (Date) for the approval history in PDF file.
  • Added Export Type (SEPA File) in Invoicing and Payment list page.
  • Field “Period Date Control” was added in Company Settings in which it is used as booking basis.
  • User can be given Read Only Access. User that was assigned for Read Only Access will be able to see the Worklist of the selected user but can’t do Approve, Disapprove and On Hold. It can only be viewed.
  • BUG FIXES

  • In Company Settings (Order menu),wrong attachment type is being shown.
  • A small fix in giving user access rights to a certain company.
  • Select Delivery Notes button in Workflow is not working
  • Fix in VAT Amount calculation when processing Invoice in Digital Postbox Edit.

We’ll be back soon!

Sorry for the inconvenience but we performing some maintenance at the moment. If you need to you can always contact support@exerius.com otherwise we’ll be back online shortly!

– Exerius Support Team