New features


Quotes


  • For each quote, a description can now be added, the description is also visible from the finance overview screen

Graphical user interface, application

Description automatically generated


  • Default contact for Accounts 

 The Company Admin can now add a default contact person for an Account

Finance 


  • You can now create an order with just one click, The quote will be confirmed and sent to the client. 

 

Graphical user interface, text, application

Description automatically generated

 

 

  • Debtor and Creditor ID's for partners

Graphical user interface, application

Description automatically generated


  • For future financial integration we have added general ledges for sales and purchases for each service. 

 

Graphical user interface, application, Teams

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Improvements


  • In the lead section, we have updated the filter status. 



Graphical user interface, text, application

Description automatically generated

 

  • Work instructions - create the document. Once the work instructions have been added, a PDF copy will be created. It will be visible in the document section and also in the work instructions tab.



Graphical user interface, text, application, email

Description automatically generated

  • Option to add multiple internal contacts at once
  • Removed the no VAT option - the default will always be 0% - The default selection can be changed in the admin portal

 


Bugs


  • Remove all active tasks and notifications from cancelled assignments
  • Various small bug fixes



 

Regards

The Reedge team