The March 2017 update includes several minor enhancements to improve usability and the page loading time of some screens as well as changes to VAT filing to enable VAT returns to include provisional transactions. A complete list of the changes is available in the ‘Release History’ which can be viewed from the Home screen.
Neo Articles List View
The Articles list view has a new and improved look. Users can now sort by clicking on the column headers, and the list can also be filtered on price range and VAT rate, and entering text into the ‘Search’ field will filter the list to display all records that contain the entered text in either the name or code fields.
Neo Customer List View
The Customer list view also has a new and improved look. The list screen shows 20 customers per page and loads faster than the old list view. As with the Article list, users can sort the list by clicking on any of the column headers, and entering text into the ‘Search’ field will filter the list to display all records that contain the entered text in any of the displayed fields.
Automated bank feeds via Yodlee
The long awaited release of our automated bank feeds functionality is now a reality.
To learn more about this new functionality, please contact our Support desk.
As always, our developers are working behind the scenes on other improvements that you may not notice. This includes ongoing work to ensure that your data is always secure, and to improve performance. They are also working on some exciting new features and functionality which I look forward to telling you about during the coming months.
Including provisional transactions in VAT returns
If you process provisional transactions (purchase or sales invoices, bank statement transactions, or journals) and want to include them in VAT returns you can now do this. We have created a detailed knowledgebase article on this subject which you can find by searching the knowledgebase for ‘provisional transactions’ or ‘vat returns’.