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Written by Simon G
on October 21, 2019

This month’s release includes several additions and improvements to Propeller’s financial management offering. Multiple improvements to Invoices, Purchase Orders and Charges have been introduced and are documented below.

 

Here are the highlights from this release:


Nominal Codes

Nominal Codes can now be used throughout Propeller’s finance features.
To set these up – navigate to your Accounting preferences (Settings --> Preferences --> Accounting) followed by “Nominal Codes”.

Here you can add a list of nominal codes available for selection by user groups and within Invoices.

Each code added here can be used as either a Cost Code or a Sales Code.

Default nominal codes are set using “User Groups” – and can be amended by Administrators when editing or creating an Invoice or Purchase Order.


Engineer Charge Rates

In addition to having a Cost Rate for each of your engineers, you can now also add a Charge Rate – setup via the User Manager --> Engineers page.

These charge rates enable the automatic creation of labour charges in the materials/charges section of a visit, by use of the “Invoice Automation” feature.

If the engineers are a part of a user group which has default nominal codes assigned, the ‘labour charge’ item will use these codes.

To turn on Invoice automation, visit Settings --> Preferences --> Accounting and then “Invoice Automation” – this can be turned on to automatically create Materials lists with a labour charge line.

Finance additions - Charge rates


Invoice and Purchase Order Approval Button

Both invoices and Purchase Orders/Invoices now have an ‘Approve Button’. Once this is pressed by an authorised accounting admin, this invoice/Purchase order will be locked down for editing.

Quotes Update 

Quotes can now be set to a different client using the ‘Payable By’ feature, which has been replicated from the Invoice section. This way, if you need to quote someone different than the standard landlord/client, this is now possible.

There is also now the option to add a deposit to quotes, which will be displayed on the quote document if present.


Purchase Invoices

The ability to add Purchase Invoices has been added to the system.

For any Purchase order, a new option of “Add Purchase Invoice” has been added, allowing the details of the Purchase Invoice to be added along with any associated files and details.


Finance additions - Add PO

Feedback:

We are always open to receiving suggestions from our users on improvements or new features. We always log suggestions for consideration for future releases.

If you have any suggestions to improve Propeller, whether this for the web portal or for one of the apps – please let us know via the below options:

For feedback: website-feedback@teampropeller.co.uk

For support: support@teampropeller.co.uk or call us on 0333 207 0037

 

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