New updates for the E-conomic online accounting system

With Market Package 54 you now get additional validation functionality for creation and closure of accounting years as well as a new 'Match all' button and much more.

Additional validation functionality for creation and closure of accounting years

E-conomic support has experienced a number of support cases relating to the closure of the financial year and to the order accounting years are created or closed. Before, if an accounting year had not been closed in chronological order it would result in incorrect opening entries. To prevent this occurring in the future, two new validations are now performed on accounting years:

• Creation of an accounting year if a later, closed accounting year exists is no longer possible. This has been necessary to avoid incorrect opening entries in subsequent closed accounting years. To create a new accounting year, later closed accounting years must first be re-opened.
• Closure of an accounting year if an earlier, unclosed year exists is not possible. In line with accounting year creation described above, this is to avoid incorrect opening entries in later years when closing earlier accounting years. To close accounting years, simply close the oldest accounting year first.
  

  Creation of accounting year 2005 is impossible as long as the accounting year 2006 is closed.

  Match all in one go

  For customers with a large number of invoices for matching the ‘Match all’ button has been developed, allowing you to speed up the matching process in Automatic matching. The 'Select all' command used to only select the items that were displayed, with a max. limit of 1,000 items displayed at a time, so, in order to capture all you previously had to go through numerous flows of ‘Select all -> Match selected -> Select all -> Match selected’ flows. Now, you simply click “Match all” and all of your entries are matched.

  

  The new 'Match all' button and the corresponding confirmation popup

  Customer groups also shown in Customer list

  To facilitate handling of quotations, orders and invoices on a per-customer group basis the customer group has now been added to your list of customers.

  PDF links to supplier invoices for users of Stock Management

  Similar to improvements introduced to product ledger cards in Market Package 53 users of the E-conomic Stock Management Add-on Module now have visibility of PDF links to underlying supplier invoices in supplier ledger cards and ‘Open entries’.
  

  Supplier list, supplier ledger card and supplier invoice PDF
  
  For better traceability and to complement the existing logging of booked customer invoices supplier invoices booked in Stock Management can now also be found in the log.

  Faster reporting Apps and easier Customer Creation for the API

  With the introduction of a dedicated method – GetEntryTotalsByDate() - for retrieving entry totals for a specified date interval and set of accounts Reporting Apps now works much quicker – since downloading thousands of entries for summing up manually no longer is necessary. Similar to Web Apps the customer number is no longer necessary on Customer Creation as the customer number automatically will be set to the next available in E-conomic. Furthermore new customers automatically get the 'Access' field ticked and by default be open.

  Fix of bugs in customer contacts and Project accounting

  It is no longer possible to delete a customer contact set up as default ‘Attention’ or ‘Your ref’ on the customer. Now, the contact must be deleted first from the fields he has been linked to at the customer card.

In Project Accounting closing projects or booking expenses can only be carried out on dates in open accounting years.