Released 15th February 2021
Updates
- We added the Transport to the ‘Appointments’ diary preview
- We enhanced the Preparation tab to include a ‘Clear to embalm’ flag
- New deceased person status ‘Clear to embalm’
- We improved the Branch/Business Area admin area to allow branches/business areas to be deleted or deactivated – if Arrangements have been created against the branch/business area it can be deactivated – if Arrangements have not been created against the branch/business area, it can be deleted
Updates to Schedules
- We changed the link to an Arrangement on the Schedule to take you straight to the ‘Transport’ tab
- We added the ‘Coffin’ to the Schedule
- We changed the logic to allow ‘Bearers’ that have been added via the Transport tab to feed through to the Schedule, even if they have not been assigned to a Vehicle
- We added ‘Transport Notes’ to the Schedule, these can be added/amended in 2 places -Schedule or Arrangement, both places are updated when a change is made (don’t worry, other notes can still be added if required)
- We amended the Schedule PDF/Word export to make better use of the space available, note that the funeral details are now to the left rather than in the middle
Updates to reports
- We renamed the ‘Uninvoiced Jobs Report’ to be ‘Uninvoiced Arrangements Report’
- We enhanced the ‘Uninvoiced Arrangements Report’ to include a date field, if the job type is a funeral – the date is the committal date, if the job type is a sundry/masonry/repatriation – the date is the creation date
Bug Fixes
- We have worked hard to improve the performance throughout eFD over the last few deployments, further changes have now been made
- We fixed an issue that caused pending ad-hoc purchase orders, to not export once approved
- We fixed an issue that caused an anomaly on the ‘Aged Debt’ dashboard widget
Released 25th January 2021
Updates
- We have created a new ‘Arrangements Report’ which shows all Arrangements by created date. We are adding some additional fields to this report (committal type, job type, job sub type & total by branch) in the next release
- We have enhanced First Calls to allow ‘Gender’ and ‘Contact By’ to be added, these fields are not mandatory so can be added later via the Arrangement
- We have added the ‘Address Name’ to the Schedule print out
Bug Fixes
- A number of Users will be aware of the performances issues around the ‘Jobs’ tab, we have added additional optimisation to improve performance here
- We have improved the layout of the ‘Schedule’ print out to remove the phantom spacer that caused the ‘Transport’ to be squashed, further improvements are being released in the next update
Released 6th January 2021
Updates
- We have developed our Finance Export to allow a ‘Nominal Code’ to be added for a ‘Cashbook Export’
- We have enhanced our Removal function to allow multiple Teams to be assigned to a Removal
- We have made 2 changes to the Correspondence Manager to add ‘Funeral Arranger’ and ‘Special Attention’
- We have developed our Diary & Schedule consolidated view to include ‘Daily Notes’ added via our Schedule tab
- We have improved our data import function to allow more flexibility when assisting our Customers with a data migration
Released 14th December 2020
Updates
- We have enhanced our Xero Integration capability to allow integration with Multiple Xero accounts per company
- We have developed our Xero Integration to give more flexibility to each company to indicate whether the address on a Purchase Order should be the default company address, or a different address from Xero
- We have made 2 changes to the Correspondence Manager to add ‘Visiting’ to a list and allow ‘Payments’ to include reversals
Bug Fixes
- We fixed an issue that prevented ‘Ashes Collections’ from filtering based on the filters selected via our Schedule tab
- We fixed an issue that prevent Users from linking a ‘Payment Supplier’
- We fixed an issue that prevented automatic Schedule emails from being sent to User groups
Released 23rd November 2020
Updates
- We enhanced the Preparation tab to allow additional information to be added
- We have included all new Preparation tab fields in the Correspondence Manager Word Add-in which will allow additional information to be produced on workshop correspondence
- We added the Schedule Vehicle information to the Diary/Schedule consolidated view
Released 11th November 2020
Updates
- We have developed a ‘Full Aged Debt Report’ which shows all Arrangement types and can be created retrospectively
- We enhanced the PWG Interest rate to allow 2 different interest methods/rates
- We changed the ‘Hymns’ in eFD to be a standard list which all Users have access to
- We have added an additional breakdown of VAT & Gross figures for Fee & Disbursement totals on the Correspondence Manager Word Add-In
Bug Fixes
- We fixed an issue that caused partially received Purchase Orders to update the ‘Cost’ of the product
- We fixed an issue that prevented some partially received Purchase Orders being reversed