New filtering options in the Ledger Listing report
You can now filter the ledger listing report by transaction attributes. This means that you can, for example, choose to only see transactions that have a due date attribute. You could also decide that you then want to see transactions that have a particular value in that due date. This is convenient when searching for all invoices that were due in a certain month. Try it out from the reports menu.
Financial reports by journal entry status – Pending vs. Posted
We are always trying to make our reporting and financial systems more flexible. With that in mind, you are now able to switch between including pending journals, or excluding them from various financial reports. This makes it easier to analyze your financial obligations, and to see if there are any outstanding issues that need correcting. This feature has been added to the balance sheet, income statement, trial balance, journal listing and ledger listing reports. Oh, and one more added extra! The balance sheet now exports to Excel in one sheet instead of two.
Actual in transit costs by shipments and/or receipts
Paragon allows you to enter estimated transit costs by line in your receipts and shipments. We have now implemented a feature that allows you to link those receipts or shipments to the corresponding vendor invoices or payments respectively. This means that you can directly associate actual costs from those incoming invoices to the related receipts / shipments. What’s more, both estimated and actual in transit costs can now be viewed on the receipt / shipment. This level of functionality is quite unique – we hope you enjoy!
Ability to activate or deactivate payment types in payment modules
Businesses all over the world accept payments via different methods. We like ParagonERP to be as flexible as possible, so although we have created an attribute for payment types with a default list, you now also have the option to decide which payment types your team is permitted to select. This avoids errors and saves time when creating payment transactions.
Shopify integration improvements
Online shopping is constantly evolving. In order to keep up with the industry (and your needs, of course), we continue to improve on our integrations consistently. In this update, we added a page to the e-commerce module to view a log of all communications with your Shopify store. If you notice that there are items and/or orders that were not pulled into your Paragon build, we have also given you a shiny new sync button on the e-commerce page. Hitting this button syncs Paragon with the linked Shopify store and pulls all new information into the system. No more guesswork or waiting for data to be updated. Ta-dah!
Designate locations specifically for picking
When it comes to warehousing, staff members who are allocated the picking of goods know that items need to be designated a specific location. Making sure that your team cannot pick goods from incorrect locations is a key component to your warehouse workflow. Well, now you can tell Paragon which of your warehouse locations are available for picking goods – and you cannot associate any other location type to pick tickets. No mistakes make for happy stock managers. You’re welcome!
Here’s a list of the bugs we’ve exterminated with this update:
- Improved navigation to reference modules from transactions
- Adjustments to date labels in the inventory history screens
- Data corrections for the following: sales prices, product bill of materials, and business terms on transaction outputs
- Redesigned items tab in transactions