New advanced Xero mappings for Material Purchases
Now you can set up category-specific GL account overrides for Material Purchases.
To do so, please check that ‘Enable Advanced Mappings’ is ticked under ‘Global Settings > Xero Setup’ and then set the appropriate overrides under ‘Global Settings > Materials > Material Categories (tab)’.
* For those of you who have inventory (TidyStock) enabled in your Procision+ environment, now you can set an override for Cost of Goods Sold and Stock on Hand.
Xero Tracking Category Support
Using Tracking Categories in Xero is a great way to enhance your financial reporting capabilities and allow for a comparison of revenue and expenses by department, office or some other dimension of your business:
Procision+ now lets you make use of Tracking Categories on both Purchases and Project Invoices. To do this, you must first configure the Tracking Categories in Xero, then update them in Procision+ (under ‘Global Settings > Xero Setup > Tracking’). You will then be presented with the appropriate options when creating Purchase Orders and can also configure your Project Groups to map to specific Tracking options.
For more information on what can be achieved with Tracking Categories, see http://help.xero.com/Help/Settings_Tracking.htm
Set the ‘From:’ address on system-generated emails
When you want to email Purchase Orders directly out of Procision+, now you can specify the ‘from’ address on the system-generated email:
New Invoice Detail Level
There is now a new Invoice Detail Level called ‘Activity Name Only’ which omits the name of the staff member who performed the corresponding labour.
If you had multiple staff members performing the same activity on a given project, so long as their charge rate for that work is the same, the labour charge will be consolidated onto a single invoice line.
Ability to put tasks ‘on hold’
If you wish to prevent any further time from being written against a specific task, you can now place that task ‘on hold’.
To do so, while you are editing/creating a project, open the appropriate task’s menu, click ‘Advanced’ then tick the ‘On Hold’ checkbox.