Wednesday, June 12, 2024

Access UBS 2023.4 Release Notes

Inventory & Billing

iAssist (Purchase)

introducing the iAssist feature, equipped with drag-and-drop capabilities for an enhanced view of the complete document journey in the transaction cycle. This innovative addition allows users to effortlessly track document progress, gain valuable insights into their position in the transaction cycle, and make informed decisions. This advancement promotes transparency and efficiency, empowering users to manage tasks more effectively and confidently.

Getting started with iAssist

Log in to Inventory and Billing and you will notice a new feature named iAssist, now included in the business transactions list on the left panel – refer image below:





Drag and Drop Master Code to create transaction.

In the Modern View dashboard, you can drag and drop the master code to effortlessly create Sales and Purchase transactions. The customer or supplier code and name will be automatically prefilled for your convenience.

This capability is designed to improve both efficiency and accuracy.



General

View Previous Year Data

To facilitate viewing of historical data from preceding year within the system, you are required to link the accounting folder for accessing the previous year Inventory & Billing data. The same procedure applies for accessing the previous year’s accounting data.





If you have any questions, please do not hesitate to reply back to below information, I will be able to assist you further.


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