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
To find out other new updates we have follow us on LinkedIn and Twitter!

Friday, November 02, 2018

UniPhi 14.1 - Mobile Formatting

Our interface re-design released last year uses a wonderful CSS platform technology called Materialize. For those non-techy people, CSS provides the look and feel of the application. The wonderful bit about this platform is it provides for easy to code scaling of the application to different screen sizes. Unfortunately, being such a broad application, this still took a lot of time and money to implement and as we already had killer native apps (and still do) for iOS and Android, we held off making the changes....not any more!

Clients can now look forward to login into UniPhi on any screen size and having it automatically scale text, buttons etc. 

We have gone from this:

Previous UniPhi Mobile Login Screen

To this much more user-friendly screen - no more having to manually zoom in and out of the screen to be able to login!

14.1 Login Screen

This automatic scaling and formatting has been applied to all areas of the application. As you can see in the image below columns have been hidden. Only key information is now shown in smaller screens, making it quicker and easier to view, find and drill into the issue or information that you want.
Issues Tab in Mobile

An Individual Issue in Mobile
 Additional benefits, to automatic formatting, are that now the search functionality is available in all screen resolutions, meaning the full functionality of the web browser is now available in any screen size.

We will be posting all the new updates to LinkedIn and Twitter so be sure to follow us to keep informed on 14.1!