i-Account New Features

1. Enhanced Auto Batch Setting - Changed to Recurring Batch Invoice Setting & Added ‘Generate Date’

Within the Batch Invoice page, we have previously introduced an ‘Auto Batch’ system that can automatically generate batch invoices based on the user's pre-defined schedule settings.

In this February update, we have made some changes to these functions:
i. ‘Auto Batch’ was renamed to ‘Recurring Batch’.
ii. Added a ‘Generate Date’ setting to enable batch invoice auto-generation before the billing date in advance.

Before this update, our system could only generate batch invoices based on the billing date (Day__ of the month). For example, if the billing date is set as ‘Day 1’, the batch invoices could only be generated on the 1st day of the month, e.g. 1st Jan, 1st Feb, etc. Hence, the Generate Date was always the same as the billing Date/ Invoice Date.

By setting the new ‘Generate Date’ as ‘Before Billing Date’ (Day 7 Before billing Date), if the next billing date is 1st Feb, the system can generate the batch invoice on 25th Jan (7 days before 1st Feb).

This advanced invoice generation is for users who require additional time to recheck or prepare the invoices for printing and postage.

a. Invoice > Batch Invoice - ‘Auto Batch’ renamed to ‘Recurring Batch’

b. Invoice > Batch Invoice > Recurring Batch > Add New - Added ‘Generate Date’

c. Add New Recurrent Batch Schedule - Added ‘Day Before’ and ‘Auto Upload Date’

2. New Recurring Invoice Setting – New Option to 'Save Manual Schedule' for Manual Billing

Here have also introduced another enhancement for the ‘Recurring Batch’ function. When adding a new recurrent batch schedule, the admin can select 'Save Manual Schedule' to save the settings of these recurring batch invoices and manually process those into new batches at any time.

This provides users with the flexibility of manual invoice generation and simplifies the billing steps.

Please refer to the screenshots below for further details:
a. Invoice > Batch Invoice > Recurring Batch > Add New

b. Recurring Batch > Add New

Users can set 'Save Manual Schedule' to manually click the generate button at any time for recurring invoice generation.

c. Recurring Setting Listing – Added ‘Select’ Column & ‘Generate Invoice’

To generate a batch invoice, Admin can select a manual schedule from the ‘Select’ column before clicking on the 'Generate Invoice' button.

3. Water, Electricity, Air Cond Reading Upload - Added Reminder Message (File Uploaded Not in .CSV Supported Format)

To help ensure meter readings can be successfully imported into the system, we recently added a new file format compatibility reminder message at the meter reading upload pages.

Pages involved are:
i. Property > Meter > Water Meter > Upload Data
ii. Property > Meter > Electricity Meter > Upload Data
iii. Property > Meter > Air Cond Meter > Upload Data

4. Enhancement on Customer Transaction Inquiry - Added New Columns ‘Cheque No / Trans ID’ and ‘Memo’

Next, at Sales > Inquiries > Customer Transaction Inquiry, the export file for ‘Payments’ has been enhanced to include 2 new columns which are:

i. Cheque No / Trans ID
ii. Memo

a. Customer Transaction Inquiry > Payments

b. Customer Transaction Inquiry Export File - Added New Columns ‘Cheque No / Trans ID’ & Memo