Product releases

The next product release is planned for January 18th, 2023

  • Feature
Månedsrapport
DESCRIPTION

We have added Månedsrapport to Administrator, on the Settings tab.

Månedsrapport can be taken per invoice issuer and only for the closed period.

Each invoice issuer in Choo has two balance accounts:

  1. Payments – this account summarizes all payment transactions minus refunds.
  2. Accounts receivable – this account summarizes all invoices minus payments and credit memos.

Balance is shown in three fields in the report:

  • IB (Incoming balance) –  is the outgoing balance of the month before. 
  • Change –  has all the changes: transactions and invoices during the chosen month.
  • UB (Outgoing balance) is the calculation of IB with Change.
  • Feature
Bulk tagging
DESCRIPTION

We have added the possibility of tagging several people from the person list with one or several tags.

By checking the needed group of users Administrator can now add, create or remove tags.

  • Feature
Statistics for the whole organization
DESCRIPTION

We have added the possibility to visualize general statistics for the whole organization.

General statistics contain the sum of all the levels we have per organization, which will make it easier to have an overview of the main things that are displayed in the statistics module.

No data
  • Feature
Notification when participant is added to a course after auto invoicing date
DESCRIPTION

Now, when the admin manually adds a participant(s) to the course after the auto invoicing date of the course has passed, he/she will be notified that this participant(s) should be invoiced manually.

  • Feature
Auto invoicing by date changes
DESCRIPTION

Course participants (who register themselves) are to be automatically invoiced at once even if the auto invoicing date has passed. This means that the admin won’t have to manually invoice such participants.

  • Feature
Remove a course from the course list
DESCRIPTION

We have added the option “Remove a course” from the course list to My Administrator.

There is a possibility to delete a course only with the following statuses:

  • Unpublished

  • Cancelled

  • Draft

 

 

Please, also, note, that if the course has invoices, this course can not be deleted but only archived.

 

  • Feature
Divided levels and companies lists
DESCRIPTION

Now we have the “Levels” and “Companies” lists separately shown in the left navigation menu on My Administrator, so it’s easier to navigate.

 

 

Also, on the “Levels” list there is a second-level navigation menu in which the level structures and the list of levels are displayed. When any level structure is clicked from the second-level navigation menu, the list of the level types in the selected structure is displayed on the page.

  • Feature
Second level menu
DESCRIPTION

Now, there is a second-level navigation menu in our system. When a user clicks on any item from the second-level menu the related page is opened on the right side of the same page.

No data