Sage UBS version 9.9.5.0
V9.9.5.0 Updates
• Modern View
- Modern View has been introduced to provide better user experience in
both Sage UBS Accounting and Sage UBS Inventory & Billing. Besides the new
user interface, we also introduced a completely new process workflow in
Inventory & Billing module to give you better navigation and access with
less steps to create your transactions under an improved holistic view.
• Landing Page
The makeover Landing Page now comes with the following upgrades:
a. Improved filtering and searching capabilities on company list.
b. Settings is now made more visible and structured to ease your maintenance tasks on system and company level.
c. Ability to set/mark your frequently accessed companies as favorites for quick direct access.
d. Visible action button for you to manage your tasks easily.
•
Accounting Module
o
Homepage
- In Accounting module, you can click on the Switch to Modern View button available at the top bar on the right. In view of your comfort and preference in managing your tasks in Classic view while you explore the new workflow provided in Modern view, you have the option and the flexibility to switch between Classic Modern view anytime to your comfort. As both Classic and Modern are sharing same database, the create, edit and view will provide the same result in both Classic and Modern view, only presentation with a difference!
The new Homepage in Accounting now comes with the following upgrades:
a. Regrouping of menu item with reduced level for ease of selection and managing tasks,
b. Working panel is well structured into three sections for distinct visibility of information:
i. Left Panel - grouping of similar functions to provide clarity and ease of access
ii. Middle Panel - process tasks spread over to Maintenance [top], Workflow [middle] and Related Tasks [bottom]
iii. Right Panel - Related data / information
c. Action buttons are more visible on the top bar for your direct access without having to leave the page
•
Inventory & Billing Module
o
Homepage
- Same improvements made in Inventory & Billing where you can click on the Switch to Modern View button available at the top bar on the right. In view of your comfort and preference in managing your tasks in Classic view while you explore the new
workflow provided in Modern view, you have the option and the flexibility to switch between Classic Modern view anytime to your comfort. As both Classic and Modern are sharing same database, the create, edit and view will provide the same result in both Classic and Modern view, only presentation with a difference!
o
Transaction
The transaction now comes with three (3) different modes to conveniently suit your tasks management:
- Add, View and Edit.
Quick Steps:
- Switch transaction type
- Tabs
- Action Icons
- Customize Transaction Body Column
- Delete or Insert item line
Payment
Cloud/Invoice Payments
•
Setup & Onboarding
o
PayPal
o
Stripe
• Welcome message
• New labels
• Service Providers
• Onboarding process
• Set up after Onboarding
• Email Invoice with Payment Link
• Get Paid
• Check status
Mobile : 011-10161636
