Business Automation Releases 2023 +
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      Lentune | Invoice Release 3.2

      Here's a wrap up of what we've been working on lately.

      Invoice Automation Enhancements

      1. The Check and Approve screens have had a major performance overhaul. As part of this, we have expanded the Advanced search to include the ability to search by PO Number, Invoice Number, Filter by Date Type of Due Date and Original Email Source. These search filters can be saved as your own personal defaults. Therefore every time you return to this screen, your filters will always be applied.
      2. You can now generate a Supplier - Monthly Purchase Order Statement that displays all the POs that were raised for that particular Supplier that month. Click here for more information.
      3. The Security Roles that control a User's access and screen visibility have been redefined to give you more control. Points of particular note are:
        1. You can now differentiate between someone who should only be able to view a Project, as opposed to someone who is allowed to edit the details of a Project, e.g. Project code.
        2. You can now give a User access to the below screens individually without them needing to be an administrator.
          • Admin Invoice Dashboard.
          • Check Screen.
          • Process and Batch Screen.
          • Statements.

      Improvement to PO Workflow

      1. The workflow around closing and sending a Purchase Order has been re-optimised, making it simpler and faster for a User to complete a Purchase Order.
      2. You can now quickly mark a Purchase Order as Completed by using two new buttons added to the top of the PO pdf viewer on the invoice approval screen.  

      Job Costing and Variations

      Creating and linking variations have now been fully integrated into the Lentune workflow. 

      1. Any User with the Security Role Cost Code View will now be able to link costs to a variation using the new icon on the Cost Code lookup.
        These allocations will be accumulated together with a full audit trail and drill-down ability.
      2. If a User has the Cost Code Maintenance Security Role, they will be also able to create and edit Variations using this icon.
      3. If a Variation has been linked, the Cost code lookup label will change to be orange. The variation in use will also be displayed in brackets.

        If you are looking to pass these linked variation codes to your Financial/ERP system, please make sure you contact Lentune support to ensure that they are being passed correctly in your export.

                     

       


      Minor Fixes

      1. The Cost Codes OID has been added to Cost Code export from the Project screen.

      2. Cost Codes can now be created without an associated GL.

      3. A flag has been added in the Settings to require invoice lines.

      4. Payment terms can now be sync'd from Jobpac into Lentune.

      5. Invoice lines can now be imported via .xlsx as well as .csv.

      6. Cost Codes removed from Jobpac will also be removed from Lentune.

      Submit an idea

      Do you have an idea for a new feature or improvement in Lentune? We'd be happy to hear from you.

      Click here to Request a feature and we'll look into it! 

       

      Thanks for reading. If you have any questions about these updates, please reach out to us.

       

      Ngā mihi,

      Lentune Support Team

      support@lentune.co.nz

      03 351 9110

       

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