Please note these Release notes will be finalised once the Release has been applied
New Features
New Accounts tab for Debtors
When editing a Debtor's details, there is now Accounts tab that allows you to see Payments, Invoices, Write-Offs, Statements and 3rd Party Charges for the specific Debtor. Accounting Form >> Money In >> Debtors >> Edit a Debtor >> Go to Accounts tab
HTML API Reports
A New API Report tool has been deployed to export data in the system. Go to https://augpmapi.gensolve.com/, you will find 2 reports, but we will be adding more per customer requests, simply log in with your credentials and download the CSV file for the report selected
Default Branch for Case Managers
When a Case Manager is chosen on the Contract details, if it has a Default Branch this will now be copied to the Contract details. Contracts >> All Contracts >> Edit a Contract >> select Contract From and Case Manager
Other Improvements and Fixes
- Events displayed at Contact Details form: You are now able to create or edit a client event from Contract Details form when the system user has been set with the Client Events access privilege. Contracts >> All Contracts >> Edit a Contract >> Go to Events tab
- Cash Sales: When creating cash sales from the Main Form header bar, the form will no longer default to the currently selected Client. At the top of the screen - right side >> Click on Cash Sale
- Appointment Notes: Fixed the issue when entering very long appointment notes on a provider appointment could cause an error when viewing that day on the appointment book.
- "Referrer" prefix added to referrer template fields: Fixed the issue when including available merge fields for Referrer Templates. You can now identify all fields used for Referrer Letter Templates with referrer as the prefix for each field. Administration >> Letter Templates >> Select Referrer as Template Type >> Click Word Example