| 24 mei , 2016

Update V10.2.88


CAMPAIGNS
– Visual editor not available for emails. Now users can only work with uploading docx / html templates.
– Fix regarding sending emails through exchange without images in the mail.


MATTERS
– Paging added to company sheet.


DMS
– CREMBL integration added (see manual for details).


RELATIONS
– Memo-field expanded to 1000 characters instead of 510.


HELP
– Various manuals updated.

| 19 mei , 2016

Update V10.2.87


DASHBOARD
– Visibility KPI functionality coupled with new setting ‘officehasKPI’ (adjustable via Admin> settings).

| 18 mei , 2016

Update V10.2.86


REPORTS
– 045: Added columns Dominus and Contributor.


TASKS
– Joblogger provided with additional “Add” button from within CLIDoc.


Webview
– Fix regarding corrupt PDF invoices.


CAMPAIGNS
– Improve monitoring mechanism on valid email addresses.

| 13 mei , 2016

Update V10.2.85


BILLING
– Now better takes into account the already processed commissions / third-party funds in other billing batches that have not been processed yet by daily closure.
– Accounting-session turns to 1 instead of 0 if no manual sales entries are created (for reporting).
– When reprint of a payment request, the original date remains on the payment request.
– Option for ‘Proforma invoices’ removed.
– For commission notes and credit notes (automatic) option added to send directly by mail.


RELATIONS
– Fix regarding error during transfer EID data to legal identity.


MATTERS
– Fix regarding display third-party funds to Finance tab.
– Checkbox ‘Only active’ removed in MATTERS > Search.


ACCOUNTING
– Fix regarding cannot select Accounting partner at declarations.
– Duplicate accounting partner extended (including coupled models).
– Fix regarding cannot directly edit the recognized costs taken after daily closure.


REPORTS
– 005: Fix regarding ‘No data found’ notification.
– 048: Added (Received revenue per period).

| 20 april , 2016

Update V10.2.84


DASHBOARD
– Financial information on KPI Overview now linked to rights per user ‘Show Finance KPIs on dashboard’.


MATTERS
– Fix regarding balance third parties at financial tab.
– During doc merge the letterhead always determines the printer settings drawers (define drawers at the bottom of the letterhead).


ACCOUNTING
– Integration possibilities AFAS added (beta).
– Fix regarding intravat declaration NL.
– Fix regarding reversal periodic NL VAT declaration.


WEBVIEW
– If only one case is opened, it will be displayed immediately after login.


BILLING
– Checkbox ‘all tasks’ does not select the right ‘from date’ at first selection.

| 15 april , 2016

Update V10.2.83


BILLING
– Fix regarding incorrect reading parties when sending batch mail.

| 12 april , 2016

Update V10.2.82


DASHBOARD
– Fix regarding wrong display billable hours.


BILLING
– Fix regarding disappearing mail from the queue if mail is missing.
– When sending batch mailing added the option to merge invoices for the same debtor in one email.


COLLECTION
– Fix regarding impersonation to control properly interfaced models during follow-up.

| 11 april , 2016

Update V10.2.81


REPORTS
– Report 036: fix regarding missing journals.


DASHBOARD
– Fix regarding balance Outstanding/Expired invoices.

| 11 april , 2016

Update V10.2.80


TASKS
– Drag and drop functionality added to file uploader.
– Fix regarding ‘Forward’ button for reminders during Bookme.


DMS
– Drag and drop functionality added to file uploader.


BILLING
– Creation of a negative invoice because settlement excess of commission is no longer possible. Remainder commissions should be credited with separate credit notes.


COLLECTION
– Fix regarding paging at import (not visible if there are less than 10 pages).


HOME
– Dashboard added with various KPIs; last selected type of dashboard will be remembered.
– Timers added to Search and Favorites window.


ADMIN > Users
– Targets per day adjustable based on billable hours and revenue.


RELATIONS
– For legal entities the salutation will be taken over at ‘Take over legal identity’.

| 6 april , 2016

Update V10.2.79

WEBVIEW
– Added the ability to also enter debt / payments with a case transfer.
– Transferred cases are now delivered in XLSX format so they can be imported directly into COLLECTION.


MATTERS
– The setting regarding show party details is now remembered for each user.