For example, if you require Contract information to be captured, you can have one of the Super (customisable analysable) Entity types enabled and named “Contract”. Additional information can then be configured with the Attribute Wizard such as Contract Owner (text), Start Date (date), End Date (date), and Contract Value (value).
With this latest release, we have extended support to include maintenance of such “Super Entities” by way of the Aqilla Microsoft Excel Add-in and the API plus some enhancements to support more effective debt collection using the Statement of Accounts function.
The new Super Entities are now fully supported in the Aqilla Excel add-in (and the Aqilla API). Once a Super Entity has been configured in Aqilla, the data relating to that entity can be maintained using the Excel add-in like any other entity such as account, project, and asset.
The first parameter is the name of the Super Entity, in this example “Contract”. The second parameter is optional and can be used to filter out a subset of records by specifying the initial characters of the value of the Name, Code, Description or Text1 to Text10.
For example, if the parameter is set to “AB”, all records where Name, Code, Description or Text1 to Text10 starts with “AB” will be returned. Note that the search values should be specified within quotes.
Once changes have been made, the data is updated by selecting the appropriate menu option under Analysis Entities.
If any documents have been configured to use Super Entities these will be automatically added to the add-in version of the document and the contents validated.
In the above example, Contract has been added to the sales invoice line and the values supplied has been rejected as not being a valid contract code.
* Please note to use these features requires an optional upgrade of the Aqilla Microsoft Excel Add-in.
Min Balance Age (Days) is a new selection parameter that filters accounts where there are no outstanding transactions greater or equal to the number of specified days. This option can be particularly useful to identify and chase late payers. The filter works in the same way as in the Aged Analysis Reports.
Aged Totals in printed statements. Normally, the summary of aged totals printed at the bottom of a statement are based on the Transaction Date of each transaction. A new hidden option changes this behaviour to base the ageing on the Due Date. Please contact support at support@aqilla.com if you wish to change this behaviour.
