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What’s new with Paragon – March 5, 2019

Customer activity panel enhancements

We’ve updated the activity panel in the customer module to include a new set of information: Open AR. This new drop down allows you to see all invoices, credits and payments that have been created in Paragon but have not been reconciled or applied. Financial personnel will be able to see the current state of any customer at a glance. This will allow for improved, faster decision making, without having to run reports or multiple inquiries through the system.

Activity Panel

Uploading attachments

Paragon has always offered the ability to link image URLs to your records. We’ve now upgraded this feature to allow attachments of any type to be uploaded from your network or public storage to Paragon. This improved function is more robust and streamlined, and can be used to link files or images to any references or transactions in the system. Simply search for the file you want – et voilĂ ! Please note that there is a limitation on the amount of data being stored. Charges may be incurred if data usage exceeds the limit. For more information regarding file storage, please contact us at [email protected]

Upload attachments

Purchase order currency in custom bill of materials

A bill of materials (BoM) is used to list all materials (and their costs) needed to make or build a finished product. Businesses who import their finished goods from suppliers in other countries will often run into the problem that their supplier currency doesn’t match their own accounting currency in Paragon. To alleviate this issue, we have taken the currency on your purchase orders and transferred it to any BoM that is attached to those POs. This means that no matter what currency you are purchasing in, the BoM associated with that purchase will match that currency automatically. This should help smooth out the buying process, and give your suppliers all the information they need to fulfill your orders.

Purchase order BOM

Rebuilding identifiers

Paragon uses attributes to define which portions of references are used as identification throughout the system. We allow you to decide which of these attributes should be used, and also enable you to change your mind if your business process changes. We have improved the feature that rebuilds (or redefines) those identifying attributes, which is managed from the My Company screen in settings. The button to rebuild the identifiers has also been improved to display which reference module is being updated.

Setup identifiers

Bugs:

Here’s a list of the bugs we’ve squashed with this update

  • Improvements to taxes by U.S. county
  • Revamped product importing for pivots
  • Enhanced address formatting
  • Updated balance sheet and net income calculations for fiscal year
  • Improved automatic receipts from shipments

 

Updated on March 5, 2019

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