All updates
Improvement
Reports and invoices: custom dates on the same screen, and every action in bulk
The month selector now offers “Custom dates”: the list, the figures and the preview switch to your dates without leaving the page. And the selection bar can now check and collect from several clients at once.
Until now, “Other period…” left the Reports and invoices screen for an older one. Custom dates are now chosen on the screen itself, with everything the older screen could do.
Custom dates, without leaving the page
- Click the month at the top: “Month” or “Custom dates”. With custom dates, choose “From” and “To”, or a shortcut (this month, last month, last 30 days, this quarter), then “Apply”.
- The list, the six figures at the top and the right-hand panel switch to these dates. The “Price and client to set up” button counts the properties of the period shown.
- You keep the client filter, “CSV”, “All as PDF”, “Save all” and “Save the selection”, as well as “Check” on each report.
- A report saved on custom dates gets its number and joins the list of the month of its end date: that is where it is invoiced and sent. A report already invoiced does not change.
- “Month” brings back the monthly screen.
Every action in bulk
- Tick several clients: the bar at the bottom offers, in the order of the steps, “Check”, “Invoice now”, “Send”, “Collect” and “Back to checking”, with the number of clients concerned.
- “Check” approves in one go the clients with no point to review. Those that still have points to review are left aside, and the confirmation window says so.
- “Collect” starts the SEPA Direct Debit for the invoices that allow it (active mandate, invoice issued, not already collected). A confirmation recalls the number of clients and the total, then a summary shows what was sent and what was refused.