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The file upload in the document centre has been updated to show improved status and progress when uploading files. It also now allows drag and drop upload. This makes the process of uploading multiple files and larger files much easier.
3. Messages can include simple formatting
Messages and replies in the message centre can now include some simple formatting options.
4. Customer Statements
The customer statements that can be produced from the Aged Debtors report have had a number of enhancements:
- Header formatting and alignment has been improved
- An optional footer can be set to be displayed on each statement page
- Both the email text and payment advice sections can include coloured text.
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5. Bacs Type
Payroll services now have a Bacs Type option which can be set in the admin screen.
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If this is set to Auto Bacs with Approval, the Approval options will be displayed.
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6. Show users with access to a service
To aid admin and support, list of the client and RSM users with access to a service is now shown at the bottom of the service admin screen. The RSM user list shows the office the user is in. Access can be removed by clicking on the bin icon to the right of a user.
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These lists are only shown to RSM users with admin access.
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7. New Document Details report
RSM users can be granted access to a new report showing details of all documents in the document centre.
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