New Functionality
[PLM-2659/2679] Clients can now export data to Finance systems (Sage and Xero) to create invoices
[PLM-2667/2668/2669/2670] Finance/Invoices:
- Action dropdown now includes options to create csv to export to Sage or Xero
[PLM-2680] Contacts/ Clients:
- Remove dropdown to include/exclude VAT on invoices from Clients
[PLM-2681/2682] Settings/ Financial:
- New Table to create and edit Standard and Reduced VAT rates that can be applied to a proforma invoice before it is issued
[PLM-2683] Finance/ Invoices:
- The VAT value can now be changed on any pending invoice to a value set in Settings/ Financial before it is issued
[PLM-2686] Finance/ Invoices:
- If a Client has created a VAT Number in Settings/Account then 20% VAT will automatically be applied to an invoice that is created. This can be edited if required by the user prior to being issued
[PLM-2687] Finance/ Invoices:
- If a Client has created a VAT Number in Settings/Account then it will display on the Invoice with the registered business address
[PLM-2685] Finance/ Invoice:
- VAT rate added to csv download to export to finance systems (Sage and Xero)