Software & App Feature Updates | April 2024 | EzManagement - Leading Field Service Software

Software and App update releases and bug fixes

Date: Apr 02, 24

Software & App Feature updates | April 2024

ℹ️Annual Recurring Contract Fees By Customer

Below are two default filters added:

  1.  Account Status In Live, Quote, Refer
  2. Active Contract = Yes
    Also added the Totals at the bottom

ℹ️An option to select or deselect all invoices for import and export to Excel on the SEPA import interface.  

ℹ️The Task List screen will now display items that are not linked to any board.

ℹ️ Xero interface has the option to update all the customers who have been modified in ez after being transferred to Xero .

Select Update Now and wait for the update to finish

 

ℹ️ Introducing cost centres while creating a new Invoice

  1. Accounts integration & billing will display the cost centre based on the permission

 

 

2. Select Cost center

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3. The listing screen will appear

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Create / Edit cost centre

4. In the Invoice pick the relevant cost center and make use of it

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ℹ️ Xero Interface has the option to sync modified products in ezServiceHUB that were already transferred to Xero

Once you log in to Xero interface select Settings and then Update modified products, the system will list the count of products updated in ez that are already in Xero.

Select Update Now and wait for a few minutes to sync

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