Happy New Year Everyone!
Now that all the mince pies have settled we're hard at it again with some great new features to open 2019! Keep any eye out here over the next month as there's more to come too.
Sales Invoices Update
First change is that the 'Company Suppliers/Vendors' has now changed to Company Contacts. Small change on the outside but it now contains your full list of Customers as well as Suppliers/Vendors. This means we can now properly remember the settings you choose for Sales invoices (Nominal Category and Tax code) and automatically populate them going forward.
It gets better too! In Company Settings you can now select a default category for all Sales invoices. For example, selecting the Sales category, all invoices will have the Sales category pre-selected for you, saving having to click on every one! Just select the category you need from the drop-down menu:
And don't forget..... just like for Purchase invoice/bills, you can set your preferred tax code per tax rate in Company Settings too. AutoEntry will populate the tax code selection where the tax on the invoices equates to the selected tax rate. Simply check the box to enable the Auto-Suggest feature and select the rates you want to use as a default:
Supplier/Vendor Settings Update
While updating the Contact Settings section we've added some updates for Supplier/Vendor settings for Purchase invoices/bills..
When remembering or setting the default Nominal and VAT code you can now also save a Default Tracking Category too effectively setting a default tracking category per supplier.
For QuickBooks Online users, you can now also set the default category type of Product code or Category Account per supplier. Very useful for the few suppliers that you require the product codes to be used on Line Item extraction but normal nominal accounts for the rest:
Not only this but now you can set Line Item Rules per supplier where you can set the product codes in the rule instead of the normal nominal account. Thus updating your inventory correctly with the correct item when the invoice is published through.
Please note, due to a restriction in QuickBooks Online, we can only publish invoices to either Nominal accounts or Item Codes, not both in one invoice.
We've also made a small update to our subscriptions for the better! Many customers complained about running out of credits just before the renewal date having used all the overage/overdraft on their account and not wanting to change the subscription each month.
So we have extended the overage/overdraft to 2 (two) months worth of credits meaning you can continue to use AutoEntry in one month up to twice your subscription level beyond what you have subscribed to. As usual, these credits are simply added to your next renewal at the same rate as your subscription meaning we don't even charge you extra for using the feature, it just makes it easier for you to keep working not worry about running out of credits when you're at your busiest.