In this video, we present the improvements to the „Finance“ module that were implemented in the system on 1 April 2022. The most important points here are
Account allocation to individual invoice items: It is now possible to assign specific accounts to individual invoice items. This means that the entire invoice is no longer assigned to an account, but each invoice item is assigned to its own account. This is done automatically in the background during billing.
PDF Print new fields: It is now possible to add new fields to the invoice PDF files. This includes, for example, the billing period and the billed month and year.
New masks Prices and billing rules: There are now two new masks in the finance area. Prices can now be created, viewed and edited in the new SocialDB. The billing groups have also been transferred to the new SocialDB.
We look forward to offering you more efficiency and a better overview with these functions.
