FreeAgent Update - Polishing Bills, Contacts and Invoices
In this update to FreeAgent, codenamed 'Sancerre', we've added improvements to the way we display information relating to Bills, Contacts and Invoices.
We've also done some tweaking here and there and eradicated a few Sub-optimal Application Features (or - to get technical - bugs).
More about Bills
Building on our recent release of support for Bills, we've added an Overview panel for Open and Overdue Bills, so you can see at a glance who you owe and when it needs paying.
You'll see this at the top of your overview screen automatically, but you can always reposition it by dragging the title bar, or remove it entirely using the 'Customize Overview' drawer, as usual.
You'll also notice the padlock symbol against the second bill: it's because that one has been part paid so it's no longer possible to edit or delete the bill itself. Bills with any payments made against it are now locked in this way.
Account Balance on Contact Cards
You can now see the account balance for each contact, whether supplier or client, right on the grid-view contact cards themselves.
If there are client invoices outstanding, this will show as a 'They owe you' figure, while outstanding bills will appear as 'You owe them'.
Listing Invoices
We've been working on improving the flexibility of the tables of data displayed by FreeAgent, and our new Invoices screen is our first opportunity to show you some of that..
So now you can switch between different kinds of lists directly from the table itself.
'Recent, Open and Overdue' - which shows all invoices dated in the last 3 months plus any older ones that are still due - is the default setting.
You can also now change the order in which the listed invoices appear by clicking on the relevant column header.
Clicking on the header which already sorts the table has the effect of reversing the sort order - so for example dates are shown latest-first rather than earliest-first.
FreeAgent remembers the last settings you selected and shows you this view when you return.
Progressively over the coming weeks this new style will be rolled out across the rest of FreeAgent too, and this will allow us to start adding in features like easy CSV and PDF export of any given view of data.
About Attachments and Locked Items
We're really aware that currently you can't add, view or change an attachment where the item in question is locked - whether that's because it has been re-invoiced or because it is in a VAT locked period (UK only).
This isn't ideal: with the best will in the world we can't always be organized enough to add attachments straightaway and you certainly need to be able to view them at anytime.
Rest assured we're working hard on some changes which will make all this possible.
Tweaks
OK, more than a few tweaks - we've been busy tying up a few loose ends, too.
In 'Sancerre' we have:
- Added the supplier contact name to the bill payments in the bank statement view.
- Redesigned the way bank statements are displayed, so that the date ranges for statements covering annual accounting periods are correct.
- Added wee padlock icons to locked timeslips, bills and expenses in their respective Overview panels.
- Added a fix for problems encountered when uploading attachments using the Safari browser.
- Corrected the encoding of the text in invoice email messages so that symbols are displayed correctly.
- Improved support for uploading QIF statement files with thousands-separating-commas.
- Improved the display of project lists so that only active projects (or the current one) are shown.
- Corrected the column ordering of Journal Entries tables.
- Fixed an issue where Depreciation was being incorrectly included in the Monthly P&L.
- Fixed an issue with displaying zero-value invoices which don't actually have zero net-value.
- Extended the time FreeAgent remembers your Contact view setting (list or grid).
- Fixed an error which arose when Bill Refunds (negative bills) were created.
- UK Accounts: Improved support for calculating cash-based VAT on payments against Trade Debtors opening balances. Oh, yes we did.
- UK Accounts: Changed the way FreeAgent handles payslips when calculating salary account and PAYE/NI account balances. Effectively, all payslips prior to the FreeAgent Start Date are ignored. If you had any, your opening balances will have been updated so hopefully you'll see no visible change.
- UK Limited Company Accounts: Fixed an issue where Benefits-in-kind were not being reported correctly, throwing out the Balance Sheet.
- UK Limited Company Accounts: Fixed an issue with Corporation Tax returns which could arise when accounting dates were changed.
- UK Limited Company Accounts: Corrected the values shown on Dividend Vouchers when the dividend is part of a SmartUserPayment.
Keep moving forward!
Ed & The Team at FreeAgent Central.
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