Nuts & Bolts Update: 14 April 2021

Blog postedited byRaff Lagatta

Our Developers are always working on AroFlo to improve its performance for your business. The Nuts & Bolts Update gives you a round-up of recent small but important enhancements.

Integration Updates

Xero Integrations

We've added a new dropdown in the authorisation area to select new or existing Xero Organisations. The change allows for multiple organisations to authorised.

Supplier Invoices

The Sync Data > Supplier Invoice table includes a new column for 'Inv. Date'.

Credit Notes

We've made some improvements to credit notes:

  • When searching for credit notes, the search will only contain credit notes that are in progress. To search for credit notes in other statuses, use the dropdown at the top right.
  • When searching processed credit notes, you now have Quick Select options available.

Learn more about Credit Notes.

Report Fields and Filters

Assets reports

The following fields and filters have been added:

  • Location Suburb field
  • Location Postcode field
  • Default Document filter

These new location fields are useful if you want to group your assets based on location.

Use the Default Document filter in conjunction with an Asset Document Image field to only display assets with a default document.

Task reports

'Task Signatures Name' has been added. This is helpful if you need to see the names of who's signed off on your tasks. You can use this in conjunction with the 'Task Signatures' and 'Task Signatures Date Time' fields.

Bills reports

The following fields have been added:

  • Task Job Number
  • Task Type
Purchase Order reports

The following fields have been added:

  • Total Billed Ex
  • Total Billed Inc

These fields relate to the sum of all bills raised against a purchase order.

Learn more about Reports.

Report Fields and Filters (continued)

Periodic reports

We have added Client Primary Contact fields (e.g Contact Name, Contact Phone) to Periodic reports.

Credit Notes and Invoices reports

For Credit Notes reports, 'Task Sales Person' has been added as both a filter and a field.

For Invoices reports, 'Sales Person' has been added as a filter.

Invoices reports

Location custom fields have been added as available fields. Type 'cfloc' when searching for location custom fields, or simply 'cf' to display custom fields from all sections.

All reports

When using the 'Custom' option for date fields, you now have a 'Complete Days' option.

This applies to all reports and is useful if you want to filter out data from the current day.

Learn more about Reports.

Nuts & Bolts Update: 14 April 2021