February 2023 Product Update: Enhanced Efficiency and Deeper Insights
We're thrilled to announce a series of significant updates to Pegasus Edge. These updates span various modules and have been implemented to increase operational efficiency, enhance user experience, and provide more detailed insights.
Recurring Job Management Now Available in the Production Module
The Production module just got more productive! We've released the Recurring Job Management function under the Processing section.
This feature lets you automate the creation of recurring jobs using an existing job and a set recurrence schedule.
Copy Orders or Estimates from the original job and receive notifications whenever a new job is generated.
Rollover Management Enhancements
Rollover Management introduces two new functionalities for Rollover Items:
Invoice Linking. Easily specify and view the supplier invoice related to a rollover item when applicable.
Attachments. Add attachments to a Rollover Item for better organisation and reference.
JCR Status Enhancements for Better Invoicing Management
We've broadened the JCR status types with additional filters and columns to use information:
Billing in Progress. This shows when an invoice selection is created from a JCR batch and the Selection ID for the related batch.
Invoiced. This shows that the invoice selection for this batch has been invoiced.
To support these changes, we've also made a few significant updates:
We've incorporated other Batch Status filters into the JCR screen. These filters will help you streamline and customise your search process.
An Invoice selection column has been added. If the status is "Billing in Progress," this column will display the Invoice Selection ID/s.
Improved Media Invoice Report
We've refined the Media Invoice Report, allowing you to include Supplier Invoices directly within the report. It provides a more holistic perspective on your organisation’s financial activities, reducing the need to generate separate reports for supplier invoices.
This update introduces additional columns to the Excel report, seamlessly blending with your existing data, ensuring a smooth continuation of your workflow. This enhancement significantly simplifies invoice analysis and comparison, saving time and streamlining your financial management processes. Whether you're an account manager seeking a comprehensive view of your financial data or a CFO aiming for efficient financial reporting, this feature is a valuable tool for informed decision-making and effective budget planning.
Enhanced Display of Currency Rate & Effective Date on Transactions
We now display the currency rate and effective date alongside the currency for Foreign Currency transactions. This feature is available in the following areas:
Manual Invoices
Debtor Journals
Cash Receipts
Expense Claim Line
Supplier Invoices
Production Transactions (Job Charges & Job Journals)
This change implemented will help you to gain:
Clear visibility. The currency rate and effective date are now displayed beside the currency.
Easy access. Directly access Currency Maintenance by clicking the button beside the currency.
Focused display. Rate details are visible for new transactions or edited currency-related values, excluding historical transactions.
Take advantage of these new features and gain deeper insights into your operations. We're always here to support you and answer any questions about these updates.