New features
Quotes
- For each quote, a description can now be added, the description is also visible from the finance overview screen
- 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.
- Debtor and Creditor ID's for partners
- For future financial integration we have added general ledges for sales and purchases for each service.
Improvements
- In the lead section, we have updated the filter status.
- 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.
- 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