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August 2023

Caroline Buckland Updated by Caroline Buckland

Sales documents file names change

Currently the file names for Sales Documents in the email sent to customers and shown in the attachment against the Document in Advanced Financials say “Sales_Invoice_nnnnn.pdf” (where nnnnn is the document reference) regardless of whether the document was an invoice or a credit note.  Now the file is called “Sales_Invoice_nnnnn.pdf” when an invoice and “Credit_Note_nnnnn.pdf” when it is a credit note.

Barcode available on sales invoices

Barcodes are now available to be output on the bottom of sales invoices to allow customers to pay their invoices using PayPoint.  The barcode will be output at the bottom of the invoice where the bank details currently reside. 

If using a barcode and you still wish the bank details to be sent to the customer then a ways to pay document can be configured by Advanced Support which will email out with the invoice.

If this is a requirement, please raise a case with Advanced who will be able to configure this for you. 

Direct Debit text on sales invoices

Some new text will now be output on the bottom of sales invoices if the invoice is to be collected by direct debit.  This is dependent on the customer having an active direct debit mandate and the invoice not having the ‘Supress DD’ collection flag ticked. 

If the invoice is not due to be collected by direct debit, then the usual bank details will be output.  The direct debit text is shown below.

V1 review document changes

We have a new look and feel to the V1 document imaging.  In a list screen where you would see the V1 image icon. The icon can be clicked in the usual way, you then select the view button to view the relevant document.  This applies to all documents held in the V1 document imaging. Orders, Bacs Remittances, Sales Invoices etc.

Current

New

Partially exempt tax - extended functionality

Partially exempt tax is currently available in Advanced Financials to calculate partially exempt tax on Purchasing transactions.  This month we have extended that functionality.

Current Solution

Currently non-recoverable VAT rates and treatment is controlled based on a management code segment. For example, the Cost Centre.

Against the Cost Centre the VAT recoverability rate is entered.

New Solution

This has now been extended to be able to be used against a combination of code segments e.g., cost code and nominal code.

Where an expense is applied it may have differing VAT treatment based on the business reason for the expense.

The management code edit screen MEBE has changed so it will be possible to identify per management code which other management or nominal segments are required to be applicable for the PEV calculation.

This relationship will only be available on management codes for the nominated Code ID for PEV as this will remain on the GL Controls.  In this example the Cost Centre is the nominated account.

The cost centre can be amended and entering a Y in the Code ID to identify the other relevant segments for the PEV calculation.

Update the screen and access the code in amend mode again and select the PEV Rates button.

The rates and combinations can be entered as shown below.

The PEV relationships cannot be changed if there are existing PEV rates defined (i.e., these must be deleted first before the PEV relationships can be amended).
The existing PEV functionality will remain unchanged.

To implement this new feature please raise a case with Advanced.

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