Automated Invoice Page Generation: This feature enables the system to automatically generate an invoice page for each processed invoice. It can be activated or deactivated on a per-client basis and is managed within each client's profile settings invoices.
We have added a note section for Held/Release Cash Reserves and Additional Fees during the invoice approval process for funding
An expiration date for debtor credit limits has been implemented and can now be managed within each debtor's profile.
New Fuel Advance Features: We have implemented the ability to charge back and reject fuel advances.
- To charge back a fuel advance, navigate to the Chargeback screen from the left-side menu, where you will now find a dedicated Fuel Advance tab at the top.
- You can reject a fuel advance in the same manner as a regular invoice. Simply select the desired fuel advance, and an additional option will appear at the top of the page, allowing you to choose the reject option
The Accounting page, accessible from the left-side menu bar, now supports export functionality in both CSV and IIF formats
Improvements to some reports (Client Summary, Reserve Report, and Revenue Report).
Document Management Module powered by Bright Bolt: This is our OCR Software, designed to automatically read and extract data from documents, seamlessly integrating it into the system. Documents can be manually uploaded, or clients can email documentation directly into the system for automatic population, eliminating the need for manual uploads. To utilize this feature, please contact us at helpdesk@factorcloud.com.