What's new in v1.0.13.0

  • Enhanced user guidance with updated tooltips. 
    • We've refined the tooltips across the Factoring Setup, Factoring Product, and Factoring Agreement pages to provide more precise, more intuitive guidance. These updates make it easier than ever to navigate and configure your factoring processes confidently. Enjoy a smoother, more efficient experience with improved in-app assistance.  

 

  • The new Factoring Processor role unlocks deeper insights and enhanced daily operations. Designed to streamline factoring workflows, it brings powerful features to your dashboard.
    • Insights Tab on the Main Dashboard – Access key factoring metrics instantly.
    • General Statistics & Custom Diagrams – Tailored visual insights for your factoring business.
    • Power BI Integration – Leverage dynamic reporting and analytics.
  • The new Factoring Processor role enhances your daily operations, making payment management faster and more efficient.
    • Payments Journals – Optimized for seamless outgoing payments.
    • Receipt Journals – A brand-new journal to register incoming payments.
      • Bank Selection & Payment Registration – Easily manage transactions across multiple banks.
      • Bank Statement Import (XML/CSV) – Simplify reconciliation with quick imports.
      • Optimized Entries Application Process – Faster processing and improved accuracy.
      • Auto-Match Capability – Reduce manual effort with intelligent transaction matching.

 

  • Introducing the New UI for a more intuitive factoring experience
    • The latest UI enhancements bring a cleaner, more efficient interface to factoring management. Easily enable or disable the new UI via Factoring Setup and enjoy a more streamlined workflow.
    • Invoice List – Focus on what matters most! Now, it displays only essential fields and actions, with quick access to the detailed Invoice Card.
    • Invoice Card – A dedicated view for a comprehensive look at each invoice’s details.
      • Fact Box Enhancements
        • File Drop Area: Attach documents directly to the newly created record when creating an invoice.
        • Factoring Agreement Statistics: Gain visual insights into credit limits, invoice performance, collection status, and overdue balances.
    • Factoring agreement enhancements
      • Quick access to key agreement details: Agreement ID, Status, Factoring Product, Interest & Commissions, Vendor, Debtors, and Guarantors.
      • Invoice Management via Invoice Action: 
        • New Invoices
        • Open Invoices
        • Archived Invoices
      • Agreement Documents Management via Documents Action

 

  • The updated Factoring Setup gives you more control over your factoring operations with new configuration options:
    • Enable/Disable New UI – Activate all the latest UI improvements for a more streamlined experience.
    • Default Numbering – Customize how debtor, vendor, and customer records are numbered. Enable this option to use distinct number series instead of shared IDs.
    • Strict Accounting Mode – Strengthen financial accuracy with automated controls:
      • New factoring products will automatically inherit strict accounting settings.
      • This setting flows seamlessly into factoring agreements.
      • Customer and vendor ledger entries will now include Factoring Invoice & Agreement IDs for better tracking.

 

  • The Factoring Entries page now includes three powerful new buttons to streamline your factoring workflow:
    • Transfer to Balance – Effortlessly move debtor payments to their balance. Note: Ensure your source code setup includes a value for "Factoring Application Transfer."
    • Reverse Transactions – An optimized process to quickly correct any errors in records, providing greater flexibility and accuracy.
    • Create Credit Memo—You can easily cancel a sales invoice, such as a term charges invoice, with just a click.
    • Additionally, we've added a convenient button to access Factoring Entries directly from the Invoice Card, making navigation even smoother.