eFD Release Notes

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

Released 13th September

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

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

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

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 

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

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

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