New to Gensolve for United Kingdom in version 7.8: Make a Service Charge Usable for a specific debtor only , the letter template ‘Client Type’ fields now fill for the booked 10th future appointment, email confirmations for CC and BCC addresses, service charge price updater displays Tax Exempt charges correctly, and more. You can check out the full release notes here.
The release will occur for the United Kingdom on the evening of Friday, 17th September 2021. Please note your Gensolve may have disruptions from 9:30pm and evenings over the weekend while we apply necessary updates.
You can make a Service Charge Usable for a specific debtor only
You can now make service charges available for billing specific debtors only.
Letter template ‘Client Type’ fields now fill for the booked 10th future appointment
In the ‘Client’ letter template type, all appointment fields related to the 10th future booked appointment now populate data when that merge field is used.
New email confirmations for CC and BCC addresses
When emailing from Gensolve, the verification message “Are you sure you want to send this email to …” now also includes the cc, and bcc recipients.
Service charge price updater displays Tax Exempt charges correctly
When selecting to run the price update for a service charge, the price is now showing correctly for tax-exempted service charges.
A5 Statement Batches now show line details when Emailing
For Statement Batches which are created in A5 format, the details now show when emailing the attachments.
Client Appointment Service Charge Detail Report.
You can now export the Client Appointment Service Charge Detail report to Excel, and creating your own custom exports, which also includes the Client First Name, Known As Name, Client Id, Provider Id, and Site Id.
Although this article lists some of the key new features, there are still many more updates including but not limited to:
- Site Appointment Schedule Report
- The Invoice Number now is displayed in the invoice for the payment
as well as further detail on the points above in the full release notes.
If you have any questions please don’t hesitate to contact us at firstname.lastname@example.org, or submit a ticket.