If you're looking for the My Digital Accounts release notes you can find them here!
Here's the overview! Click on any link below to go straight to that section or read on to see all the latest updates.
Invoice Factoring Bank Details
We know many of our customers use Invoice Factoring for cash flow benefits and require invoice payments to be made direct to the Invoice Factoring company. We have now added the ability to add an additional bank account in your Organisation Settings so you can display different bank details on the invoice based on the client.
In the bank details section, there will now be an option for 'Additional Bank Details':
You will then have the ability to select these bank details on each Client's record. Under Client> Invoice Settings. If not selected, the organisation bank details will be used.
Azure Single Sign On (SSO)
To avoid users managing multiple logins and for additional security, we have implemented a new feature to allow them to sign in with their Microsoft account for Custom URL Agency Users. Just go to Security Settings and enable the SSO feature.
Once enabled, a new 'Sign in with Microsoft' option will appear on the login page. If already logged into the Microsoft account, the user will be logged in to MDT straight away. If not, they will be prompted to log into Microsoft first.
Timesheet Manual Chaser
We have revamped the manual timesheet chaser so that it is now similar to the automatic chaser. Now, after running the report the user can view the number of pending timesheet weeks or months per contractor by clicking on the icon below:
They will also have the ability to view the email history, meaning they can see which weeks / months have already been sent to the contractors in a manual chaser email.
We have improved the loading time of the manual chaser report.
Virus Scan
We have implemented a new Virus scan feature to prevent malicious files being uploaded into our application. If any malicious files are attempted to be uploaded, the system will not allow it.
Client and Supplier Imports
We have now implemented the ability to import Clients and Suppliers, along with our existing imports. You can find these on the main menu, under Import Settings.
NI Number Search
In the Contractor screen you now have the ability to search by the workers' NI Number!
Bug Fixes🐜🐛
Previously, the PO indicator was missing from the 'Add Timesheets to Batch' screen for Sales Invoices, this is now back!
Now, when an organisation is using a custom URL, the email links that worker's receive to activate accounts or reset passwords will take them to the organisations custom URL login page
Previously, the system was allowing workers to create a negative timesheet via the portal which was then unable to process. Validation has now been introduced so that this will no longer be allowed
Previously, a user was able to 'Re-send Invite' to a worker multiple times, causing issues when they tried to log in. This has now been resolved and only one invite can be sent each time
Speed Improvements🚗
We have now introduced a minimum of 3 characters in the search bars, helping to narrow down the search criteria and improve the search speed🙌🏽
We had some reports of slowness in the Timesheet List screen, we have now worked to improve the loading time of this screen