In addition to the template generator introduced last month, hetras now introduces a very powerful report generator for standard reports. We have not converted all old reports to the new report generator but some of the new reports are ready.
For example, try out the Traces Report (under the Reports menu). You will discover powerful filtering possibilities, easy sorting, customization of columns using drag and drop and simple export to Excel or PDF.
For example, try out the Traces Report (under the Reports menu). You will discover powerful filtering possibilities, easy sorting, customization of columns using drag and drop and simple export to Excel or PDF.
The latest version of the accounts receivable module allows the linking of (bank) payments to existing AR postings directly from the invoice screen.
- Login as cashier before starting to mark postings
- Postings need to be moved to the correct AR invoice before the linking process can start
- After having marked individual posting lines by using the CTRL and/or SHIFT key plus mouse click a payment can be done against these postings. All selected postings will be shown with a grey background color.
- The result will be a new line on the invoice with the description "Summary". With every new marked line you can see the total amount of marked postings being added up on the bottom left corner of the screen
- Summary postings cannot be again linked with another posting
- Postings from different AR invoice pages cannot be grouped together
- The business flow allows the assigning of payments which do not match the total of all postings exactly, both over and under payment are possible with confirming the payment a second time
- If you need to group an existing payment with charges you can mark them and then post a zero payment to summarize them.
- The small blue X at the end of the summary line allows the user to ungroup a summary
- The triangle in the first column of each summary line opens a drop down of the summary postings.
The search reservation list is sorted by default by the entered search parameter (f.e. if a search is made by the field “Name”, results are sorted by name. ) The user has the possibility to sort the result list differently by clicking on the header of the column he wants to sort the list by. A black triangle will indicate that this is the column sorted by.
A reservation or a group master can now be linked to a contact profile. With this functionality, it is possible not only to track from what travel agent or company a reservation was booked, but also from what booker.
