New Features GL Reporting Improvements Continued improvement of the filters and options on may GL reports including the Trial Balance, Balance Sheet, Account Balance Report & GST Report.
New Features Serial Tracking as point of sale Serial numbers can now be entered at the point of Sale rather than the receiving point. This allows for either full serial tracking throughout the supply chain process or just from the sales point where serial numbers might only be capture for warranty purposes. Industry recording for […]
New Features New Reorder Review Report The reorder review report allows for review of inventory levels with access to common data required to make reordering decision such as historical sales, outstanding sales and purchase orders and current inventory levels. This is an initial release only and will be further enhanced in later releases to add […]
New Features CRM feature additions Various CRM fields have been added to Contact including lead source, sales lifecycle stage, lead status & marketing opt-out. This is the beginning phase of a much large round of CRM improvements to X2. HTML Emails Many X2 emails have been converted to HTML format including user invites, password resets […]
New Features Budget & Forecast Reporting Improvements The ability to add both Budget & Forecasts now exist for the General Ledger, additional forecasting and budget report have been created as well as upgrades to the Budget vs Actual reports.
New Features Multiple Email Address Email address fields now support multiple email addresses. Also allow cc: & bcc: prefix. This is useful for customer statement and invoice email address fields.
New Features Consolidated Inventory Enquiry Inventory enquiry can now be run consolidate across multiple warehouse. This gives a consolidated view of inventory figures across all warehouse. A new Summary page allows quick viewing of inventory details across multiple warehouse and warehouse areas.
New Features Reporting Improvements Addition of new reports Account element report, Accounts report and DIFOT Reports, upgrade of many reports to latest X2 UI reporting standards, and addition of many new filters and group by options.