Released 25th July 2022
Changes
- We enhanced the Xero integration by adding the ‘invoice ID’ to the Account>Finance tab
- We added additional logic to Xero payments to allow them to be ‘reversed’
- We enhanced our API to allow customisation for ‘online donations’
- We enhanced our integration with TrustPilot following our new partnership
Bug Fixes
- We fixed the rounding difference of VAT on the Correspondence Manager
Released 27th June 2022
Changes
- We amended the Charity display to show the address ‘Town’ to assist with the selection of charities via Arrangements
- We enhanced the ‘Funeral by Funeral Director’ widget to use funeral creation date
- We added an ‘Address Name’ field to the NOK entry on First Calls to be consistent with address fields elsewhere in eFD
- We updated the Memory Giving admin settings to allow further configuration to the integration
Bug Fixes
- We fixed the performance issues on the Arrangement Data Warehouse
Released 30th May 2022
New Integrations
- Life Ledger is a free easy-to-use service helping families deal with death notifications, partnering with them gives you even easier access to their services, enabling families to notify over 900 service providers of their loss by the click of a button within eFD
- Stripe is a card payment provider, the new integration allows card payments to be taken directly in eFD via arrangements (including donations) and the Client Portal
Changes
- We amended the name of the ‘PFD/ROP’ Dashboard to ‘Management’
- We created a new dashboard widget found on the ‘Management’ dashboard for ‘Funerals Per Funeral Director’
- We enhanced the Mortuary Dashboard filter function to allow the selection of multiple business area and branches
- We created a data warehouse for Funeral Plans to assist with reporting
- We added ‘Community Event Source’ to the Statistics>Arrangements data warehouse
- We made further enhancements to our data import tool to assist with importing your data
Bug Fixes
- We resolved the problem causing the duplication of the ‘Officiant Confirmation’ document type on Arrangements
- We fixed the display issue with email attachment names
- We resolved the blank entry display on the ‘First Call Report’ when a first call is created via an entry on your external website using the ‘Appointment Booking’ feature with the API
Released 27th April 2022
Changes
- We added ‘Bank Detail’ fields to Branch admin, this will be added to the Correspondence Manager soon
- We enhanced User Admin to allow more than 25 Users to be displayed
- We created a new donation type for ‘Direct to Charity’
- We enhanced the data import tool in order to assist with new & existing Client data migrations and provide support when prices change
Bug Fixes
- We fixed the bug causing cancelled Arrangements to be displayed on the ‘Arrangements’ report
- We corrected the issue with the ‘completed’ button on the Bereavement Support dashboard widget
Released 28th March 2022
Phase IV of the brand new Mortuary Management Dashboard:
- Display a deceased person from the moment a removal is marked as ‘required’ – this includes when first calls and arrangements are in the status ‘awaiting collection’
- New alert & filter for ‘critical’ status based on the logic of incomplete tasks 1 day before visiting and/or 2 days before funeral
- Additions to display:
- Date of death
- Infection
- Medical device
- Search function
- Logic to handle coffin preparation tasks marked as ‘Not applicable’ as complete
Changes
- We enhanced the Trustpilot integration to include an email template selection
- We created a new Dashboard widget for ‘Sundry arrangements to be invoiced’
- We updated the Memory Giving payment codes
- We enhanced the Client portal admin area
Bug Fixes
- We fixed the bug causing a charity to be removed from an arrangement if deleted from the global charity list
- We corrected the ‘Scatter instruction’ display on the Ceremony tab
- We fixed an problem causing masonry payments to occasionally be hidden
Released 28th February 2022
- Our brand new Mortuary Management Dashboard
- We added the ‘Starting’ transport address to the Transport allocation email
- We removed the business area restriction on Arrangement transfers allowing you to create transfers across any branch companywide
- We updated the address for Plan with Grace & Ecclesiastical Planning Services
- We enhanced the Correspondence Manager Microsoft Word add-on and email lookups with many additional fields
- We added the ‘Date of Death’ to the First Calls Report
- We added the Deceased person name to the Coroners removals ‘Job’ preview available on the Jobs tab
Released 24th January 2022
Changes
- We added the ‘Deceased person’ surname to ‘Ashes collection’ on the Schedule
- We created a new field for ‘Gestation’ on the Deceased person tab including a ‘Notes’ field
- We developed a new report for ‘Ashes in our Care’
- We added 2 new payment types for Funeral Plans
- We added the ‘Transport’ tab to Repatriation arrangements
- We amended the search of the global contacts to allow Users to filter by Country
- We added 3 new Funeral Plan providers
- Following User feedback we have amended the logic for the automatic check of ‘Clear to Embalm’ on our Preparation tab – more information on this can be found in the eFD Help Centre
Released 13th December 2021
- Donation receipts & refunds report
- We enhanced the filter to allow for for ‘transaction’ date
- We added the ‘closing’ date
- We added the ‘donor name’
- We added 21 x repatriation fields to the Correspondence Manager Word add-on & email template lookups
- We added 5 funeral plan providers
- We enhanced the Repatriation arrangement type with the addition of the ‘Preparation’ tab
One of our main focuses for November-December was fixing outstanding issues
- We fixed the ‘Vehicle usage report’ – over time changes made to the Vehicle products and Transport tab had prevented the report from working properly
- We resolved the issue allowing a funeral plan to be submitted twice if put on hold
- We fixed the problem with the ‘Deceased location’ on the Schedule download
- We fixed the issue preventing the correct contact from being presented on the default eFD masonry estimate
- We fixed the problem preventing the manual entry of a Stone location on the Memorial tab
- We resolved the issue resulting in cancelled arrangements being present on the Funeral Service Team dashboard
- We fixed an issue with the ‘Sold funeral plans’ report
- We amended the funeral plan search to allow for the search of the funeral plan number (if entered for another provided)
- We resolved the problem preventing ‘Fees payments’ from exporting to Xero when approved via the main ‘Fees payment’ tab
- We fixed the issue preventing the Finance Export from ignoring the exported flag
Released 22nd November 2021
- We amended the VAT rate functionality to allow legacy arrangements with VAT to calculate the correct VAT for the time period
- We enhanced the performance of the Dashboard by warehousing the ‘Workflow by Arrangements’ widget
Bug Fixes
- We fixed the issue preventing the Client pulling through to the ‘Invitations to Memorial Service’ report
- We fixed the problem
- We fixed the Bereavement Support dashboard widget
Released 25th October 2021
Further changes made to Support you adhere to the CMA’s Funerals Market Order
- We added the ‘Product Data’ to the eFD API
- We enhanced the Deceased Person’s Location function;
- Updating the location manually is now position based
- Movements are audited
- Location and movements are available via the Correspondence Manager and email lookup field
Other updates following User feedback
- We created a ‘Workflow by Arrangements’ summary dashboard widget that displays all arrangements outstanding workflow tasks
- We enhanced our diary preview tile to include the Ceremony & Committal venue
- We added new fields to our Statistics>Arrangements report including
- Migration reference
- Ashes interment data
- Masonry conversion data
- We increased the expiry date for card payment processing with Opayo to 2030
- We amended our ‘Invoice and Credit Note’ report to display the funeral and transaction date along with an additional filter function for funeral date
Bug Fixes
- We fixed the issue causing the ‘Work in progress’ report to include arrangements invoiced on the last working day of the month
- We fixed the issue preventing Purchase Orders from automatically going into query after 90 days
- We fixed the issue preventing the ‘up to date’ on the ‘Full aged debt report’ from working correctly
Released 27th September 2021
Further changes made to Support you adhere to the CMA’s Funerals Market Order
- We created an additional date filter for 16th June – 31st August
- We tweaked the title of the Attended and Unattended columns to include ‘CMA’
Redesign of the Transport tab
- We enhanced the transport tab to allow ‘church in advance’ and ‘prior reception’ transport allocations
- We redesigned the preview of the transport tab to improve visibility
- We added a ‘starting address’ to be used in addition to the ‘loading address’ if required
- We enhanced the Schedule to include the new transport options
- We added logic to only include Sundry arrangements on the Schedule if they have transport allocated
Other updates
- We defaulted the ‘country’ to United Kingdom to assist with data entry where using the MuchLoved integration
- We enhanced our funeral plan module to include the option to record a ‘Committal Type’ and ‘Committal Venue’
Bug Fixes
- We fixed the issue causing funeral plan documents to pick up the incorrect description via the Correspondence Manager
Released 13th September 2021
Further changes made to Support you adhere to the CMA’s Funerals Market Order
- We created a second ‘Unattended CMA’ job sub type which has 1 consolidated product for the total price for the ‘Unattended’ funeral
- We enhanced the Attended & Unattended CMA job sub types to allow the edit of the job sub type after the arrangement is created
- We created a report and submission area for the CMA report to be produced and submitted directly to the CMA
Other updates following User feedback
- We added the ‘Loading address’ from the Transport tab to the Arrangement Summary
- We created new fields on the ‘Ashes interment’ tab for ‘Grave Marker’ and ‘Grave Number’
- We removed the date/time restriction from the Ashes Interment tab to allow Users to add a location and other details prior to knowing the date/time
- We enhanced all Sundry arrangements to allow the entry of Transport
- We amended the ‘Copy from Ceremony’ flag to copy the date from the Ceremony tab to the Committal and Reception date
- We enhanced the Schedule PDF/Word download to include the deceased person ‘Known as’
- We enhanced the Schedule PDF/Word download to show the ‘funeral details’ in bold
- We added a new field to the Correspondence Manager and Email lookups for ‘account balance minus funeral plan redemption value’
Golden Leaves Integration
- We tweaked the information sent to Golden Leaves on the submission form
Bug Fixes
- We fixed the issue preventing auto fees from updating when the job sub type is edited following the creation of an arrangement
Released 25th August 2021
Updates to assist with the CMA’s Funerals Market Order
- We created 7 default products as defined by the CMA, the name and description cannot be edited. The price and other details can be.
- We created 2 job sub types – Attended (CMA) & Unattended (CMA), the new job sub types have the products as defined by the CMA automatically allocated to them
- We enhanced the existing job sub types to allow eFD Experts to identify whether they are ‘Attended’ or ‘Unattended’ funerals (to assist with the reporting required by the CMA)
- We amended Arrangements where a Attended or Unattended CMA funeral is selected to prevent services outside of the CMAs defined offering being added by Users
- We created a flag to easily identify the CMA funerals when entering an arrangement as the arrangement is slightly different
- We enhanced the new CMA funerals to prevent other fees being added via the Additions tab etc
Updates to our Donation function and MuchLoved integration
- We added a warning for ‘non-online’ charities to notify Users if a Charity selected isn’t set up for online donations with Memory Giving or MuchLoved
- We added the facility to add ‘Gift Aid’ to offline donations
- We enhanced the MuchLoved integration to allow the ‘Client’ contact to be sent through as the account ‘Owner’
- We added ‘Donations Instructions’ to the Donation tab to allow Users to pass through information such as ‘collection for local branch’ etc
- We added ‘Tribute Information’ to the Deceased person tab to allow Users to pass through updated Tribute titles to MuchLoved
- We increased the search results when searching for a Charity
- We created a function to link MuchLoved branches to the branches in eFD to assist with reporting
Golden Leaves Integration
- We tweaked the Direct Debit integration transaction type
Bug Fixes
- We fixed the number counter on the Dashboard widgets
- We increased the limit on the Xero account number length to ensure Sundry arrangements with a long description pass through seamlessly
- We removed Supplier payments from the ‘Receipts & Refunds report’
- We added the ‘Discount’ product to the bottom of our standard Estimate / Final Account
- We fixed the search function on the diary Arrangement number lookup to ensure all Arrangements are found
Released 26th July 2021
Phase II of our exciting integration with Golden Leaves – allowing you to submit a funeral plan, process a card payment and direct debit details directly to Golden Leaves via eFD
Updates
- We created a new ‘Open Funeral Plan Enquiries’ dashboard widget
- We enhanced the Funeral Plan Enquiry function to allow emails to be sent directly from an Enquiry
Updates to our Xero integration
- We added the ‘XerocontactID’ to Arrangements and Suppliers
- We improved the Xero error messaging to give Users more information on why the transaction cannot be completed etc.
Released 30th June 2021
An exciting integration with Golden Leaves – allowing you to submit a funeral plan directly to Golden Leaves via eFD
Debtor Status – our new debtor status feature allows you to;
- Create a bespoke list of statuses (debt recovery, court action etc.)
- Add a debtor status to each Arrangement
- Enhance your debtor control with changes to the Aged debt reporting
Updates
- We added additional functionality to the Trustpilot admin area to allow a different connection per ‘Branch’
- We created a function to allow an Arrangement>Transfer to be ‘cancelled’ should one be created in error
- We developed the option to send a purchase order from a ‘Funeral’ Arrangement manually (prior to the final account being raised)
- We improved the fields available via Arrangement>Finance>Funeral plan tab allowing you to add the redemption value and todays value for funeral plans
Updates to Reports
- We added additional fields to our Sales Ledger & Sales Ledger Cashbook Finance Export
- We added additional fields to our Statistics>Arrangements data warehouse
Bug Fixes
- We fixed an issue causing the ‘Donation’ tab to fall over if the MuchLoved tribute page was manually deleted
- We fixed an issue causing a discrepancy in the ‘Coffin sales report’
Released 1st June 2021
Bulk debt letter production
- We created a new function to allow Users with the appropriate permission to produce debt letters in bulk which is administered in a new ‘debt letter settings’ area
Updates
- We added new fields to our Correspondence Manager Microsoft word add-in to include family bearers, bearers, newspaper notice details and additional breakdowns for donations
- We added 2 new funeral plan providers to the drop down list on the Funeral plan tab
Bug Fixes
- We fixed an issue preventing ‘Next of kin’ details pulling through to the Arrangement summary
- We fixed an issue preventing the ‘Last payment’ being picked up on correspondence if 2 payments had been made on the same day
- We fixed an issue causing the ‘Arrangements report’ to ignore payment reversal
Released 28th April 2021
Updates to our Client Portal which is launching on 1st May 2021 – more information to follow shortly
Updates to our Xero Integration
- We enhanced the Xero integration to allow the following transactions to be sent from eFD to Xero;
- Donation receipt reversals
- Partially received PO’s
- We improved the credit note transaction transfer to use the invoice date
- We enhanced the Xero integration to allow the following transactions to be sent from eFD to Xero;
Updates to our Trustpilot Integration
- We changed the Trustpilot review request trigger to ensure the notification is sent to Trustpilot after the funeral has taken place, even if the final account has been raised beforehan
Updates
- We changed the ‘Interest’ and ‘Interest Payment’ function to allow the reversal/delete of these transactions
Bug Fixes
- We fixed an issue preventing invoice details being stored against partially received PO’s
- We fixed an issue preventing some filters on the Arrangement>Statistics report not working
- We fixed an issue preventing the Coroners removal address searching other types of addresses
- We increased the expiry date for card payments to go up to 2026
Released 29th March 2021
New Integrations
- Opayo previously known as Sage Pay – our new integration enables card payments to be processed in eFD via a secure payment gateway with 8 card payment providers
- Trustpilot – our new integration enables you to submit the review request trigger to Trustpilot upon an action within eFD
Updates to Correspondence Manager & Email Template lookup fields
- 1, 2, 3 – Charity name & address
- Ashes Casket product, size, info
- Ashes interment details
- Coffin colour
- Fittings colour
- Gown
- Instructions for Clothing Removal
- Job description
- Newspaper publish date
- Preparation>embalming required
- Religion
- Scatter instructions
- Transport note
Updates to reports
- We enhanced the ‘Arrangements Report’
- Addition of job type
- Sub job type
- Total by branch
Bug Fixes
- We fixed an issue that caused the ‘Funerals report’ to not filter by certain job sub types
- We fixed an issue that prevented the Officiant being added to the Ashes Interment tab if there were 2 Officiant products
Released 3rd March 2021
Updates to Diary
- We enhanced the diary function to make it easier to use at a first glance
- Arrangement/Appointment have been split into 2 categories
- Arrangements are automatically filtered to give a clear view at a glance of the Arrangement bookings in place
- Vehicle requirements have been added to the diary tile – if an Arrangement has 1 hearse and 1 limousine you will see ‘H1 L1’ on the diary tile
- Other appointments can be added by selecting the filter options (as they can be currently)
- We improved the information available when the diary tile is selected
- All Transport & Ceremony details are now shown here in time order
Updates to Schedules
- We made additional fields available on the Schedule PDF/Word download. We will meet with each Client individually on this over the upcoming weeks, to ensure the Schedule function is used in the best way for each Client
- We added a bulk production of the ‘Arrangement Summary’ available from the Schedule tab
Update to Reports
- We changed the ‘Funerals report’ to group together by ‘Branch name’ rather than ‘Brand code’ to allow duplicate codes to be used if required
Bug Fixes
- We fixed an issue that caused some Transport address names to appear twice
- We fixed an issue preventing the Purchase Order export being produced when filtered for ‘Received’ purchase orders
- We fixed an issue preventing arrangements that are in the ‘Clear to embalm’ status appearing on the ‘In our care’ report
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