A lot of people are asking for invoice numbering to be reset at the start of a year (for tax reasons). In the latest version you can go to Settings > Advanced and set the following 3 options: invoice_incrementing 1 invoice_incrementing_next 1 invoice_increment_date_check Y This will reset invoice numbering from 1 for this year.
The job finance table (at the bottom of a job page) now shows the total credit/debit values along with an overall total. Screenshot:
We’re working on an exciting new feature that will let you hide/show fields based on the user role. Here’s a screenshot: Check your UCM system for this update shortly.
We’re excited to release the new timer feature. Check it out in the live demo. Start a timer from any page of the system. Automatic timer starts when you open a job or ticket. Convert a timer into an invoice. More details over here: http://ultimateclientmanager.com/feature/task-timer/
It’s now possible to add a staff drop down list to a Custom Data form:
There is a big update available, with changes to almost every file in the system. Please update the “db” module first then after that is completed please go back and check for the second round of updates. If you have any troubles with updates please send through FTP details in a support ticket here: http://ultimateclientmanager.com/support/support-ticket/ As always please
We now have the ability to separate extra fields between customer types. So if you have a “Lead” customer type and a “Vendor” customer type they can both now have a separate list of extra fields.
You can now append a “Unit Type” to a product. For example: Kilogram, Boxes, Packets, Hours, Letters, Prints, Meetings Head over to Settings > Products and try it out.
Hey all, Good news, we’ve just launched basic inventory management in the last update. Head on over to Settings > Products and give it a whirl. Once a product appears in an Invoice it will be removed from the available quantity. (if that Invoice is deleted the available stock Quantity will come back) This has been
CSV export is now possible through Custom Data. There is also a new “Search Bar” that will appear along the top of every custom data page, along with built in pagination.