Inventory & Billing and Accounting
Multiple Contacts for Email
The email feature in Access UBS is now further enhanced to enable users to maintain multiple contacts by document types for use when emailing documents from the system.
This will provide users ease of sending emails to multiple recipients – saving time and eliminate omissions errors.
Reference Number field length increased to 24 characters
The current Reference Number field length of 8 characters is now increased to 24 characters to give users more flexibility and options in managing their billing preferences. This extended Reference Number field will apply in both Modern and Classic View, giving our users the same working capability in their billing workflow.
All screens preview and reports in Inventory & Billing and Accounting have also been enhanced and aligned to display the full 24 characters reference number when in used.
Modern View & Classic View
1. Inventory & Billing Setting
Transaction type in Sales module:
Transaction type enhanced with increased reference number field include:
| • Quotation | • Cash Sales |
| • Sales Order | • Credit Note (adjustment and return) |
| • Delivery Order (with and without price) | • Debit Note (adjustment and goods replacement) |
| • Invoice |
Reference Number display – Header section
Please note that the document number field length in transaction screen will still be displaying maximum 18 characters as per current state. Reasons:
• Working within the space constrain in transaction screen, the reference number display on screen is still within the field
length capacity set. This is done to avoid disruption to surrounding fields in the transaction screen.
• To view the full reference number in used, simply move cursor over to the reference number field for it to be displayed
“Update From” screen display – Header section
Transaction type with “Update From” screen display enhanced with increased reference number field include:
• Quotation
• Sales Order
• Delivery Order
• Invoice
Linked document – Body section
Transaction type with “Update From” screen display enhanced with increased reference number field include:
• Sales Order
• Delivery Order
• Invoice
Transaction Listing screen display
Transaction Listing display screen enhanced with increased reference number field via “Search” function on following documents:
• Quotation
• Sales Order
• Delivery Order
• Invoice
• Cash Sales
• Credit Note Debit Note
Inventory & Billing Reports
Enhanced reports to support the increased Reference Number field length:
Source Document – Preview and Print
1. Transaction type in Sales module
Transaction type enhanced with increased reference number field include:
• Delivery Order (with and without price)
• Sales Invoice
• Sales Credit Note (adjustment and return)
• Sales Debit Note (adjustment and goods replacement)
• Cash Sales
2. Report Template (Source Document) in Sales module
Report Template enhanced with increased reference number field include:
• MY SST
• GST
• Non-Tax
Accounting
Export/Import – Integration with 3rd party apps
It is very normal for businesses to use different solutions in different areas to handle their business workflow more efficiently. However, these solutions are expected to pass data back to the backend accounting system at the end of the day for the accounts to be updated to produce required analysis and financial reports for management.
Access UBS Accounting has added four (4) import functions to the Export/Import list to ease users on the importing of data from these three solutions, into their accounting system.
The added import function covers:
• EasyPay/EasyPay Online (SG and MY) with and without Cost Centre (Payroll)
• Access Expense (Online Claim Processing)
• Access Unleashed IMS (Inventory Management System)
Inventory & Billing
Multiple Contacts (I&B, Modern View)
The email feature in Access UBS is now further enhanced to enable users to maintain multiple contacts by document types for use when sending documents from the system, either in single form from the transaction screen or in batch.
Before you can enjoy the benefits of this new enhancement, you will be required to have some maintenance work done to pre-set all the necessary contacts for your customers’ base. Once properly done, sending documents via email to multiple recipients will be a quick process.
Documents available for this email multiple contacts include:
| ➢ Sales Invoice | ➢ Debtor Statement |
| ➢ Sales Credit Note | ➢ Official Receipt |
| ➢ Sales Debit Note |
Sample image – Listing of multiple contacts maintained for the customer
1.1 Single document from transaction screen
1.2 Batch of documents
2 Accounting
2.1 Email Statement of Account
2.2 Email Official Receipt
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