Choo i Skyen February 8, 2019
A new parameter of invoicing has been added – Project code. Now Admins are able to mark their products with Project codes and then get more detailed statistic through CiS Economy report or filter the invoices using the code.
How to use:
go to BackOffice – Settings (Innstillinger) – Project codes (Projectnummer), and set up your own list of codes. These codes will be available then all over the system: on manual invoices, courses, subscription invoices, but will not be shown for your members.
Not using Project codes? No worries, just leave as it is the default value ‘Not in use’, and nothing will be changed for you.
A new way of getting statistics on your payments has been added, available through the feature called Product list. Products within all your invoices are enlisted here, followed by the brief statistics (how much have been invoiced within this product, how much have been paid/unpaid).
Filter your products by product parameters (division, account, project code), invoicing and payment dates and get the information on how many times any product has been invoiced and paid.
How to find: go to BackOffice – Invoices (Faktura) – Products (Producter), placed under Transactions (Transaksjoner).
Get more control on your payments statistic and make it more consistency using a new feature of reusing your existing products. Now, when an administrator will generate a manual invoice, he/she will be able to select some existing course/subscription product instead of creating the new ones.
Try it out: go to the Persons overview – select a person – add a new manual invoice for him/her – use new button ‘Select product’ (Velg produkt).
Get more control of your courses/events appearance by using the new function of the events management, called Course/event preview.
Now, during the course creation, you’ll be able to check the preview of your course (looks the same as if your users see this particular course on a public page or My page). This function is available for your admins as well as for your people with extra rights (e.g, local leaders).
How to use (for admins):
Admins shall go to the BackOffice – Events overview (Aktiviteter) – create a new course – on the last step of the course wizard a new button ‘Event preview’ (Forhåndsvisning av aktivitet) is shown.
How to use (for people with extra rights):
Local leaders shall go to My Page (Min Side) – Events admin (Admin aktivitet) – create a new course – save course as draft – find out a new button ‘Event preview’ (Forhåndsvisning av aktivitet).
Now you have an opportunity to turn on double-language view of the Registration and Public course forms. When it’s turned on – language switcher is shown and user can choose between English and Norwegian.
There are translations for all field labels and description texts, but all custom data of the association (consents, level types, custom fields names etc.) are not able to be translated.
Get interested? Let us know, and we’ll turn this feature on for you.
- Bug fix
Numeric values (e.g. Invoice total sum) are exported as text value when export to .xls file.
- Bug fix
Users of Internet Explorer 11 might experience an error during the My Page loading and have a problem with contact information showing up (the address block might be empty).