Release 1.4.2

MyAlert analytics report

This is a new report to provide analytics of the MyAccount web alerts usage and outcomes including:

• - Number of Alert emails sent.
• - Number of these emails that were opened.
• - Number of these emails that have bounced.
• - Number of Alter SMS messages sent.
• - Number of customers signed up for alerts in the date range.
• - Number of customers opting out during the date range.

Account receivable -> Transaction list

This screen has been upgraded with a new and improved look and feel.  All the same information is available and the same wizards including:

• - Generating Customer Statements
• - Adding Adjustments
• - Transferring balances
• - Creating Payment plans
• - Writing off balances
• - Credit Card Payments
• - Dishonouring Receipts
• - Adding Receipts
• - Transferring Receipts
• - Previewing and instant invoices
• - Reversing Invoices
• - Extending Invoices
• - Re-sending Invoices
• - Disputing Invoices

Aged trial balance report

The Aged Trial Balance report now includes a number of additional analysis columns.  These are:

• - Current Balance – All balances before the invoice due date.
• - Overdue Balance – All balances after the invoice due date
• - 0-29 days – All balances up to 30 days from the posted date.
• - 30-59 days – All balances between 30 and 60 days from the posted date.
• - 60 – 89 days - All balances between 60 and 90 days from the posted date.
• - 90 – 120 days  - All balances between 90 and 120 days from the posted date.
• - 120 + days - all balances over 120 days from the posted date.
   

The new columns added are:

• - Current  – All balances up to 30 days from the invoice due date.
• - 30 Days Past Due – All balances between 30 and 60 days from the invoice due date.
• - 60 Days Past Due – All balances between 60 and 90 days from the invoice due date.
• - 90 Days Past Due – All balances between 90 and 120 days from the invoice due date.
• - 120 Days Past Due – All balances between 120 and 150 days from the invoice due date.
• - 150 Days Past Due – All balances between 150 and 180 days from the invoice due date.
• - 180 Days Past Due – All balances between 180 and 210 days from the invoice due date.
• - 210 Days Past Due – All balances between 210 and 360 days from the invoice due date.
• - 360 Days Past Due – All balances over 360 days from the invoice due date.

The new columns and “buckets” are configurable, so if you’d like your ATB divided up in a different way to this, please raise a support ticket and we’ll configure this for you.

In upcoming releases we will be allowing this ATB report to be run "as at now" or "as at the end of a previous month".