eFD Release Notes

Transparent Release Notes for every eFD update - Update videos are available via the eFD Help Centre

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 14 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 23 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 11 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