We are pleased to announce the launch of the latest version of Aqilla.
This new feature provides key information about an account and enables the user to create diarised notes against the account.
When a user creates a new note, the system automatically records the details of who created to note and when. The user must enter a short description of the subject and may optionally add details of who was contacted. Both a long description and an attachment may be included with the note.
The account notes can be associated with any account type and may be accessed from the following functions:
Enquiry Data Filters against the ledger have been available for a number of years. This allows you to configure the Account and Ledger enquiries to automatically filter the information that can be viewed by individual users. For instance, if you want certain users to be limited to viewing ledger transactions related to debtor accounts, this is defined in an Enquiry Data Filter.
With this release, the functionality has been extended to the document enquiries. It is now possible to limit a user’s view of specific document types based on information held in a document header. As an example, a purchase order might contain the name of the approver. An Enquiry Data Filer could be defined so that the approver only sees purchase orders that have their name as the approver.
A new flag, called Protected, has been added to the Expense Type definition. If set, the expense type is only available to an expense user if they have been given permission to use this expense type. This is done by adding the specific expense type permission to a role that has been given to the user.
This feature can be particularly useful to make the options available to the expense user more relevant to their use.
The creation and maintenance of user information has been improved to bring a number of permission settings together.
Debtor Statements & Creditor Remittances – Zero suppress and sorting
A new option has been added to the selections for Debtor Statements and Creditor Remittances to suppress accounts with zero balances.
The sort options now sort the data relating to all pages rather than the currently viewed page.
When entering transactions relating to foreign currencies into the Bank Transactions document, the user now has the option to specify a currency rate against each transaction line.
A new parameter has been added to Company Edit to specify the name that will be used to identify the company in Sharperlight. If the company is to be accessible to Sharperlight, this parameter must be specified. The name can be the same as Company Name or it could be a shortened name, but it needs to be unique across all companies being accessed by your Sharperlight instance.
Note that changing the Sharperlight Company Name would stop any Sharperlight reports accessing this company from working.
A new single character parameter has been added to the Currency Edit function to specify the currency symbol. This symbol can be accessed by document formatters such as printed invoices and statements to print the currency symbol on the document.
When emailing documents from Aqilla, there is a new option to insert the document reference into the Subject text.
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