Release Notes: January 7, 2022

Follow

Introducing: Bundles!

Bundles are a brand new item type that can be comprised of inventory, non-inventory, assembly, discount, and subtotal item types. Bundles are used to group items often used together for faster invoice and quote creation. Bundles can also be created directly from the invoice or quote screens from both web and mobile, depending on your permissions.

screencapture-devlogin-fieldedge-2021-12-06-10 40 39

Inactive Customer Tags

Easily identify whether a suggested customer is active or inactive, so you can action the correct record - whether you need to match an existing customer or create a new one, without needing to drill into the customer record.

Screen Shot 2021-12-06 at 3.21.31 PM

Enhanced Reporting

All users can now modify reports by adding filters and columns, changing sort orders and groupings, and even calculating totals. FieldEdge Premier members now have an easier way of doing this with the ability to save up to 10 reports per company.

Click HERE to learn more about how to customize and enhance your reporting experience.

Avoid Duplicate Expenses

When expenses are sent to your accounting system, a quick query will alert you if the AP bill or credit already exists. You can now say goodbye to expenses that were accidentally duplicated.

Screen Shot 2021-12-06 at 3.28.23 PM

0 people found this helpful

Comments

0 comments

Please sign in to leave a comment.