What's New
The breadth of enhancements focusses on highlighted UX issues, data visibility, slow performance, data sorting and enhancements to Invoicing to improve on the overall useability of Access Recruitment CRM to ensure it meets the range of customer expectations.
Invoicing Improvements
Download Invoice File Name system setting
System settings for Download Format
The user can now add the settings for the download of Invoice file name by navigating to Options ; System Settings ; system Owner ; Invoices tab:
A new dropdown field called, 'Download Format' appears after 'Footer' field
The following options appear in the dropdown:
Invoice Id
file format : Invoice-ID-<Invoice ID>
e.g. Invoice-ID-4444
Invoice Ref No
file format : Invoice-Ref-<Invoice Ref No,>
e.g. Invoice-Ref-390
Invoice Id and Invoice Ref No
file format : Invoice-ID-<Invoice ID>-Ref-<Invoice Ref>
e.g. Invoice-ID-390-Ref-4444
The option will be set to 'Invoice Id' by default
Download Invoice using selected file name format
When the users download Invoices to review by navigating to Finance ; Payroll ; Invoices ; View ; Invoice Preview ; Download Pdf:
The downloaded file uses the file name format that is selected under System Settings > system Owner > Invoices tab > Download Format
If there are special characters in the file name : '<', '>', ':', '"', '/', '\', '|', '?', '*' will be replaced with underscore characters ('_') in the generated file name
this can only occur where the Invoice Ref No options (2 and 3 are used) and ref no is set using SQL