Menu & Field Updates in Version 7

Modified on Mon, 11 Jul 2022 at 10:04 AM

Here is a list of many of the menu and field changes that have taken place during the development of Version 7.

New Menus in V7

Invoicing Settings

  • Split into 2 to improve the ability to provide help and guidance, and reduce the need to scroll down these settings.
Admin > Settings > Invoicing > Invoicing Options
Admin > Settings > Invoicing > Invoice Narratives

Invoicing > Client Balances

  • This is now split into 2 options on the sub menu making it easier to find.
Admin > Invoicing > Unpaid Invoices > Credit Balances
Admin > Invoicing > Unpaid Invoices > Debit (Debt) Balances

Service Requests Settings

  • We have taken these out of the client portal settings to make them more prominent.
  • There are now 4 categories and they should be more obvious and easier to find.
Admin > Settings > Service Requests > General
Admin > Settings > Service Requests > Restrictions
Admin > Settings > Service Requests > Email Narrative
Admin > Settings > Service Requests > Advanced

Service Items

  • We moved some of the more well-used options up a level from their original menus.
  • There are now 7 categories and they should be more obvious and easier to find.
Admin > Services > Service Items > General
Admin > Services > Service Items > Time Blocks / Time
Admin > Services > Service Items > Price Rules
Admin > Services > Service Items > Staff Pay Rules
Admin > Services > Service Items > Timecard
Admin > Services > Service Items > Booking & Cancel Restrictions
Admin > Services > Service Items > Advanced

Repeat Services

  • For clarity, this menu option has changed to better describe the function.
Scheduler > Schedule > Schedule Repeats

Client Portal Settings

  • These new settings incorporate all the new customization options in the Portal.
  • Also included are the upgrades to the Registration procedure and Terms and Conditions.
  • There are now 6 categories and they should be easy to find.
Admin > Settings > Client Portal > General Settings
Admin > Settings > Client Portal > Customize Portal
Admin > Settings > Client Portal > Customize Login
Admin > Settings > Client Portal > Links
Admin > Settings > Client Portal > Registration
Admin > Settings > Client Portal > Terms and Conditions

Payment Credentials

  • We have taken these settings out of Supporting Data to make them more prominent.
  • Payment Credentials becomes Payment Processors
  • There are now extra options to set default methods.
Admin > Payment Processors > Stripe
Admin > Payment Processors > PayPal
(optional)
Admin > Payment Processors > Set Default

Revenue and Tax Report

  • The Bills Delivered and Cash Received reports are now split into 2 options on the sub menu making it easier to find.
Admin > Reports > Revenue and Tax > Bills Delivered
Admin > Reports > Revenue and Tax > Cash Received

Stripe Report

  • To make it clear and easy to understand, the Stripe report has changed it's name. The function remains the same.
Admin > Reports > Card Expiry

New Field Names in V7

Service Items

Admin > Services > Service Items > General > Default Compensation becomes
Admin > Services > Service Items > General > Staff Pay
Admin > Services > Service Items > General > Default Charge becomes
Admin > Services > Service Items > General > Client Price

Service Order

Client > Orders & Invoices > Edit Order > "Add Services" becomes
Client > Orders & Invoices > Edit Order > "Add " and moves position to the first button

Service Requests

Scheduler > Schedule > Service Requests > "Schedule Services" becomes
Scheduler > Schedule > Service Requests > "Add to Schedule"

Invoicing Settings

Admin > Settings > Invoicing > "Enable Auto Billing" becomes
Admin > Settings > Invoicing > "Enable Bulk Credit / Debit Card Charges"

Staff Monitor Settings

Admin > Settings > Staff Monitor Settings > all field descriptions have changed

Key Assignments

Client > Client Admin > Keys > "Key Assignments" becomes
Client > Client Admin > Keys > "Who's had the key?"

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