Wednesday, November 07, 2018

UniPhi 14.1 - AR Dashboard

UniPhi 14, released in September, included expanded accounting integration with MYOB and Xero where invoices would be updated as paid when receipted in these systems and the organisations outstanding balance would be displayed.

AR Balance displays against customer/client within a contract
UniPhi 14.1 has expanded upon this, at request of our wonderful end users, to include an AR dashboard that shows all unpaid invoices and their ageing. It also includes cool bulk email functionality that allows you to send reminder emails to all, a filtered list or single invoice.

New listing of aged invoicing
To access this new screen, all you need to do is go into the Resources module and select AR Dashboard from the sub-navigation.

This new function allows users to view all invoices and filter based on how overdue they are (current, 0-30, 30-60, 60-90 or 90+ days). 
Date Filter

Bulk select invoices and email all unpaid clients in one go, straight out of UniPhi. Simply check the ones you wish to contact and write a standard email - no more individually emailing each client!

Bulk Emailing
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