A comprehensive breakdown of all features, fixes, and updates released on 8/13/23.
1. Credit Card Processing on Pre-Payment Page | Using a payment gateway, it is now possible to process a credit card payment that is not yet associated with an existing invoice. You will be able to assign that payment to an invoice in the future.
2. Declined Payment Adjustment | If a payment is made by credit card and the transaction is declined by the payment gateway, the invoice payment or prepayment will not be created in DigitBridge.
Link to Payments article (Go to: Declined Transactions)
3. Credit Memo Refund | When a credit memo is fully refunded, it will be converted into a refund receipt for the full amount.
4. Credit Memo Partial Application | If a credit memo is only partially applied to another invoice, the remaining balance can be refunded. This will transfer the remaining balance to a refund receipt.
5. Overpayment | Users now have the ability to add a payment that exceeds the total amount applied to a particular invoice. This will save in the system as an "Overpaid Amount."
6. Inventory Aging Analysis | We've added a new report to query the current inventory aging. This can be found two different ways: Reports > Key Reports and Business Intelligence > Inventory Insights > Inventory Aging.
7. Inventory Valuation Detail | We've added a new report to query the beginning and ending stock and transactions within a specific period.
Go to Inventory > Inventory Valuation Detail. Here you can view the Summary and the SKU Valuation (both available in the Inventory Valuation Summary report), as well as the Cost Value Detail for more in-depth information.
8. Bundle Functionality | We have made improvements to the functions for bundles in the Sales Order, Invoice, and Shipment features.
9. A.I. Chat Assistant | Users can now access an A.I. chatbot anytime at the top of their screen.
10. Executive Dashboard Improvements | The timer for this dashboard has been rebuilt, causing it to load much faster every time. Additionally, the functions of the reporting have been improved.
For more information, here is an article about the Dashboards (Go to: Executive Dashboards).