New Integration: Xero
We have added a new integration with Xero, the accounting software. This allows you to seamlessly sync invoices based on work orders or contracts to Xero, making it easier to manage your invoicing and accounting. With this integration, manual data entry is no longer needed, ensuring a smooth and automated connection with your Xero administration.
Visit Reports
Several improvements have been made to the visit report templates. Various columns, translations, and other elements have been improved.
In addition, a new visit report template has been added: BPCA KSA. Feel free to try it out!
CRM REST API
New updates have been made to our CRM REST API:
- A PDF Export endpoint has been created, allowing visit reports to be exported as PDFs via the API.
- The Employee Upsert endpoint has been expanded. It is now possible to define whether an employee is a technician and configure the relevant Technician Settings via the API.
- The documentation for several endpoints has been improved.
Invoice Module
Several small improvements have been made:
- Credit invoices now have the correct prefix.
- Credit invoices now include a reference to the credited invoice.
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