Modified on: Thu, 1 Aug, 2024 at 1:04 AM
Release Notice V4.20
View committed Invoices, Receipts, and Credit Notes
- A button has been added to Accounts Processing to list all committed items with Invoices, Receipts and Credit Notes
- The committed items will show based on the current effective date.
- Print, email , and export file options are available.
- This will only show committed items that have been actioned after this release (30/07/2024), committed date can be prior.
Job Titles can be hidden
- Centre Options > Jobs. New option to hide unwanted Job Titles.
- This allows services to hide the Infocare define jobs or hide old unwanted jobs.
- Historic reporting will still display hidden jobs.
GoEnquiry! Lost Opportunity - Lost Reason
- GoEnquiry! has a new data point added to - Lost Opportunity.
- When an enquiry is recorded as 'Lost Opportunity' a lost reason is available.
- The current listed reasons can be customised within Centre Options > User Defined Fields.
- GoEnquiry! reports will include a lost reason within Enquiry Details.
Homebased reporting for Educator Household Members
- Staff Details now includes a report mode for Educator Household Members (as seen in our previous release)
- This will list every educator with their household members and show their recorded police vet details.
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