# 2021 February
# 3.20.1 24 February 2021
New Create Bill And Receipt in bulk,Bulk update Categories
- Now you can update Task Category, Task Profit Center, Task Cost Center for tasks in bulk by selecting the task from
Receiptin a bulk using the Import feature. Kindly follow the below steps:- Visit
Data Importpage and select
Create Receiptoption, and follow the usual data import procedure. Note:
- Kindly do not make any changes in the dataid, datainfo columns.
- Billno, offentityid, groupid is required in Bill creation.
- receiptno, offentityid, groupid is required in Receipt creation.
- Now you can select
Bill linesand Delete Them at one click.This is required to make billing faster and when we want to delete the bills.
- Now can see when the tag was added and which team member added the tag in
Stage Dashboardtable report.
- At Client Selection Feature to Add/Removal Tag(s) in bulk is available now on
- Added option to remove logo at the time of bill printing. If you want/don't by default CA logo then kindly switch the toggle button from
- Now you can't allow Client Group to be deactivated if Client is active.
Compliance Dashboard,service category wise grouping is available ( for compliances for which task is not created).
- Added entity name on
MoneyTabfor faster Receipt Creation.
- Added TodoGroup and TodoCategory in Advanced Search on
- Bulk Update Billing Location in
Data Importtab now contains data for the editing purpose.
- Corrected the spelling of Quarterly in periodicity
ServiceList -> ServiceView -> ComplainceTab
More info here
- Bill Locations
- Todo Stages
- Todo Team
- Todo Service
- Todo Fields
# 3.20.0 20 February 2021
New Global Client Search
And the most awaited feature
Global Client Search is here.
Search client's details from anywhere within the software using this feature.
Global Client Search follow these steps:-
Office Config -> Mastertab and in the
Integrationsection click on the
Global Searchbutton and reset your indexes. (Note: This would take about 10-15 minutes)
- Click on the
Searchicon present in the header and search for your client's details.
- To navigate to
Client viewof a particular client just click on the respective client name shown in the list.
We'll be adding more elements to this in coming versions.
- There should be a difference between From time and To time while adding
Workdoneor else it will show the error
From time To time can not be same.
# 3.19.15 15 February 2021
New Unique Bill Permission
To enable Unique Bill. Goto
Office Config -> Settings tab and select
Yes for Bill field in Feature Activation
section and click on Update.
- The previous functionality does not restrict any user from changing the OutTime for any past date in
Attendance. Now you can't update OutTime for any past date.
- Outcome is nothing but
Hearing Descriptionand Instructions is
Team Descriptionso we don't have any specific column such as
Hearing Descriptionthat's why removed
Hearing Descriptionfrom the
Hearing List(Table view)
- Now Hearing date is shown in
Hearing list(Table view).
- After clicking on bill number (Table view) it will take you on that particular bill of
# 3.19.14 10 February 2021
New Permissions for Communication
- If team members wants to send email, copy email id's and copy mobile no's then they need the
Communicationpermission.Only admin can provide
Communicationpermission to the team members. Follow the Steps:-
- Click on
- Give permission by selecting yes or no from
- Table view on
Receipt Listpage for the ease of sort and filter.
- Now if bill status is posted then you can see the icon of posted on
Field Dashboardadded option to save the format of filter. Because sometimes you might not needed some columns or need to change the order.
Receiptoptions are available in Delete Logs, although they were getting stored inside logs but were not shown in the app.
- If Client's are above 2143, the number on service view page remains constant as 2143 .Now it is fixed.
# 3.19.13 5 February 2021
New Permissions for Email Sending
Note:- If you are getting
You don't have permission then kindly check your permission on
- Table view on Bill List page for the ease of sort and filter.
- Instead of downloading only 100 records at a time on
Bill Listpage now you can download all records at only one click.
- Solved the issue of
Previous Compliance End Date is more than current compliance start datewhile adding Compliance in bulk on
- Startdate and Enddate of Compliance excel sheet is now in
isoformat previously it was in
- Better look of