Here's the list of what's new for July 02, 2024:
TABLE OF CONTENT
General
"Collaboration" is renamed "Communication"
To better reflect the tools regrouped in that section, the Collaboration section has been renamed Communication.
Settings
This update brings a number of changes to the Settings section of properties. To make it easier to read what's new, a separate article has been written on the subject:
ARTICLE COMING SOON
Suppliers (UpperBee Manager)
Possibility of importing a supplier file at Manager level to facilitate the integration of new customers.
Accounting
Receiving documents (UpperBee Manager)
The e-mail sent to the supplier will be sent to the accounting address and not the general e-mail.
Cashflow invoice approval
Unapproved bank transfers are no longer taken into account when calculating free cash flow.
Journal entries
Improved filters:
- A single box to search for text
- Possibility of filtering entries with reversals
- Possibility of exporting journal entries with reversals
Recurring bank debits
All attachments in this section can be exported to a zip file.
Added option to collect the outstanding balance when setting up a recurring direct debit.
Investment management
It is now possible to manage investments at both property and Manager level, for a global view.
Investments can be included in the financial statements export.
UpperBee Pay
Now available for Scotia Bank clients
Scotia Bank clients can now pay via bank transfer to UpperBee Pay.
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