25.1 Release Notes September 2022

VAT Per Account Code

Previously VAT was only set on Organisation, and then applied to the entire invoice depending on the VAT % set
There is now an additional option available to set VAT on the account code
VAT % set on Account code will override Organisation VAT
Account Code VAT will apply to all inventory items linked to the inventory category which is then linked to the account code
Account Code VAT can be saved as 0% to set related items as VAT exempt
Organisation VAT won’t apply to VAT exempt lines
Exempt and applied VAT lines can be added to the same Invoice

Step 1: Set the VAT % Override numerical value on Edit Account Code

Step 2: Ensure the account code is linked to the applicable inventory category

Step 3: Ensure the applicable inventory items are linked to the correct inventory category

Step 4: Assign the account codes or inventory items to Invoices, or add them to jobs and push the completed jobs to Invoicing:

VAT will be visible per line on the Invoice pop-up
If VAT is disabled, an info icon will be displayed for the line. If there is VAT, a % icon will be displayed for the line.
Once edit is selected for the line item, the VAT value will be displayed for that line (only if VAT applicable)
Organisation VAT will still be displayed at the bottom of the Lines tab

Create your own job card export by adding text / tables / images, etc.
Create the template on the Job Category in Admin
Custom fields can be added as well
Custom fields can be completed on the job and can be displayed on the Custom Job Card export
New option on the job export: Custom card export

Step 1: Add Custom fields on the Edit Job Category in Admin

Step 2: Create the custom card export on the Edit Job Category in Admin

Step 3: Add the custom fields to the export by selecting one of them from the field drop down:

Step 4: Complete the custom fields on the job

Step 5: Generate the Custom Card from the job export list

New ‘payment received in full’ check box on the job
Once marked as paid an icon will be displayed on the job card
A new Receipt report will be available on the job export list once the job is marked as paid

Step 1: Select payment received in full check box on the Overview Billing tab

Step 2: Generate Receipt export report

Job Assigned report: All active jobs assigned to a specific assignee

Job Owner report: All active jobs assigned to a specific owner

Financial Receipted: Shows all jobs received with completed date between the filtered dates

New Pricing page in the Admin section
Allows the admin users to create a pricing option with % discount
Clients can be linked to pricing options, the discount % will automatically apply to linked client invoices and job reports

See https://www.flowlanes.co.za/knowledge-base/pricing/ to setup pricing options and link them to clients