The latest version of the Aqilla platform now provides the capability to post automatically from Microsoft Excel across multiple companies in multiple instances, and additionally link “Super Entities” to Projects, Fixed Assets and Inventory (Stock) Items.
Please note this release requires a mandatory update to the very latest version of the Aqilla Microsoft Excel Add-in. Details on how to upgrade the Add-in can be found here at https://www.aqilla.com/help/HTML/ms-excel-add-in.html
Since Release 2019.03 it has been possible to target documents to specific companies and ledgers within a single Aqilla instance. With this release it is now possible to target documents to more than one instance.
When you first connect to Aqilla through the add-in, a number of default settings are established. These are:
These are displayed in the status line at the bottom of the workbook.
Any of these defaults can be overridden on a document basis. In the example above, the first document is uploaded to the default nova-group instance and the next two documents are uploaded to two separate companies in the nova-logistics instance.
There are a few considerations that must be adhered to when uploading or posting across multiple instances.
Customer defincable “Super Entities” were first introduced in Release 2021.04 allowing additional user defined data to be captured in documents and analysed in the ledger.
In this new release it is now possible to allow these Super Entities to be additionally associated with projects, fixed assets and items.
For example, if a Super Entity has been created to hold contract information, a project can now specify which contract it relates to.
The process of enabling a Super Entity is straightforward but must be done by Aqilla support or one of our consultants. The amount of work will depend on the number of documents that will need configuring and whether you need help configuring additional attributes or additional reporting.
Contact email@example.com or your Aqilla account manager if you would like to discuss this feature further.
When creating a credit note from an invoice or copy reversing a Miscellaneous document the same date options are provided as when performing a normal document copy.