This time:
For this edition, we join forces with Andy, our CEO as he takes us through some of the highlights... all from his very own shed at the bottom of the garden.
Join Andy and watch the complete update above. Or play along at home and check off each update, one by one...
"Commission" has been the major buzzword for the last month as we help you make efficiency gains when uploading supplier payment files...
Smart Failing
Previously when uploading a receipt from the supplier, a batch would fail if one line couldn't find a match or contract to reconcile against. This would ultimately force the user to amend the upload and try again.
This latest update now allows all successful lines to pass and collates the failed ones under a new tab labelled "Failed". Within the failed tab, you can then drill down to find the line in question and manually assign it to the correct account.
Built for: PRO CRM
History Of Account ID
You can now view, store and amend any historical changes to Account IDs. This in itself can be useful but more so, this feature becomes invaluable when uploading payment files. If the system can't immediately match between the listed value and the one being uploaded, it will now retroactively search the account ID history as well.
But that's not all! Some suppliers include details of prior/new account IDs within the payment file. Our system will monitor for any changes of the Account ID within the uploaded file and, if it spots an update, it will automatically log the new stored value for you.
Built for: PRO CRM
Combined Import Template
Importing data into any system can be tedious. We're always asking "How can we help with this tedium?". This latest update to the import process looks to do just that by combining potentially multiple updates into just one.
Where previously you may have had to upload a set of data for your customers, another for accounts, another for contracts, etc., etc. Now you can simply combine them all into one sheet. What's more, the system is smart enough to recognise where customer data already exists and, if so, will only add the new data and assign it to the preexisting customer.
Built for: PRO CRM
Roadmap
For the first time ever, we're pulling back the curtain and giving you a peek at what we’re building, what we’ve just launched, and what’s coming next.
Many of the features found within our software exist because of customer feedback and this is the next step in our collaborative approach. Whether you're a long-time partner or just getting started with us, you can now follow along with our development progress in real time.
Built for: EVERYTHING
Commission Dashboard Improvements
We've been working on improvements to how we present data to you via the dashboard section. There are financial reports to show what you expected to receive vs. what you actually received. We've also built up partner reporting so you can see payments sent or received on a per-partner basis.
Built for: PRO CRM
That’s it for this time.
Our software evolves at such an exciting rate so please feel free to get in touch to discuss any of the functionality we’ve added since you last saw it. We’ll be more than happy to arrange a demo to show you around!