Release: December 2011

December 12, 2011 By 7 Comments

This month’s release contains the following updates:

Trading terms

  • Can now specify End Of Month (EOM) + X number of days for more flexibility.
  • Contact, Sales, Automated Sales & Settings screens have all been updated to reflect the new trading terms options.
  • Trading Terms details flow through to Invoice templates.
  • Contact import/export (Saasu CSV format) also includes the trading terms details.
  • The Webservices API allows trading terms details to be referenced.

What happened to the 7d 14d 30d links?

By design we have removed those selection options.

With the enhanced trading terms you can set default due dates for sales and purchases via Settings > Contacts > Trading Terms. In addition, for particular contacts you can override these defaults by setting trading terms at the contact level via Contacts > edit Contacts > Trading Terms. We’ve also added EOM + X days and COD options to allow fine tuning of the trading terms.

In effect this has made the old 7d 14d 30d redundant as you have more control over trading terms in this release.

Webservices API

  • More detailed information within invoices is now accessible via the API.
    Specifically, “Total inc tax”, “exc tax” and tax amounts included in line items can be referenced.
  • Merchant fee accounts on bank accounts can now be referenced.
  • Merchant fees associated with an invoice payment can now be referenced.
Filed Under: API, Release, Saasu News

Comments

  1. Nigel Kirby says:
    December 17, 2011 at 11:18 pm

    Excellent work. An important change for NZ business!

  2. Tony Hollingsworth says:
    December 19, 2011 at 9:47 am

    Thanks for the feedback Nigel – it’s appreciated.

  3. Sam says:
    December 24, 2011 at 7:21 am

    Yay!
    It would be good if we can stop credit (or at least warn the sales person) that the contact has exceeded the agreed credit amount and/or exceeded payment terms.

  4. Tony Hollingsworth says:
    December 24, 2011 at 8:59 am

    Thanks Sam – we offer a “Cash on Delivery” option for payment terms specific to a contact. You can also add notes to the activities section of a contact.

  5. Jason Agouris says:
    January 10, 2012 at 1:38 pm

    Agreed with Sam. Having an optional credit cutoff level would be ideal for those clients we need to curtail.

  6. Brendan says:
    March 9, 2012 at 11:15 am

    The new Trading Terms set via contact is far better, good thinking. We’re already finding this a great thing.

  7. Tony Hollingsworth says:
    March 9, 2012 at 1:38 pm

    Thanks Brendan – appreciate you dropping by the blog and for the praise. Wait until you see what’s coming! An exciting year ahead :-)

Speak Your Mind

*