Overview
This module extends the standard accounting functionality by introducing several enhancements to invoices, bills, debit notes, and credit notes. It includes detailed description fields, history tracking, and a refined "Other Info" layout. Additionally, it offers Batch Receipt Management. Add A Bank Account enriched account settings options, and UI improvements for better financial record handling and much more.
Features
Enhanced Document Descriptions
Integrated History Tracking
Refined "Other Info" Section
New Accounting Security Groups
Configuration-Friendly
Batch Receipt Management
Posted State Smart Buttons
Register Payment Wizard Enhancement
Description
Enhanced Document Descriptions
Add detailed description fields to customer invoices, vendor bills, credit notes, and debit notes
Integrated History Tracking
Maintain a history of notes or internal changes to ensure traceability and accountability across financial documents.
Refined "Other Info" Section
Corrects and optimizes the layout and content of the "Other Info" tab to enhance usability and information presentation.
New Accounting Security Groups
Account Receivables (access to customer invoices, credit notes, receivable reports) and Account Payables (access to vendor bills, debit notes, payable reports).
Batch Receipt Management
Manage multiple receipts in a single batch with ease, accessible from the new Batch Receipt menu under Customers, allowing you to add, update, or delete receipt details efficiently.
New Configuration Options in Accounting Settings
Invoice State Actions Adds buttons in the invoice state: Check, Verify, Reject, and Review, based on the settings
Posted State Smart Buttons
Smart buttons for Journal Entries and Payments are added in the Posted state, allowing quick access to related accounting records.
Account PDF Reports
Generate detailed PDF reports for invoices, ledgers, and more.
Register Payment Wizard Enhancement
This section allows you to enhance the payment registration process by providing additional details and uploading any necessary documents.
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مشخصات
| Available Versions | Version 17, Version 18, Version 19 |