Added a Job Status Change Report, which will display the dispatch status history for all jobs when the dispatch status is updated. 

Statement Screen added the pagination and made the filters and aggregates server side

Excel Export added with site details for these reports

Sales Receipt Details (By VAT Rate)

Sales Receipt Details (By Month)

Sales Book Details (By VAT Rate)

Sales Analysis Report

Sales Book Details (By Account)

Sales Book Details (By Date)

Window will show to enter the credit not statement text while creating invoice against allocation.

Sales code and Vat rate will be updated on credit not line from the Invoice lines

Also for Partial allocations remaining amount only will be created with the credit note.

Skills column added for the job lists in the four tabs

Statement Automation: This feature automatically sends account statements to customers.

Statement Automation Settings:

Customer:
If the statement automation setting “Send account statement Email for” is set to “Selected Customers,” the user must flag individual customers to send statement emails by enabling the “Account Statement E-mail Automation” option. The option “Send statement even if the outstanding balance is zero or less” will always send statement email to customers even the balance is less than or equal to zero.

E-Mail Template:
Email template to be mapped in “Statement Automation Settings”. The template can contain customer-related Tags and the following specific to only “Statement Automation” e-mail (*Currency*, *Total*, *Current*, *30Days*, *60Days*, and *90Days*).
Sample Template and E-Mail:

Statement e-mail:

Leave Planner: A summary view has been introduced. Users can see all worker’s leave details on the calendar and list views.