.png)
You can now Sync payments received in Xero with Astalty. To do this navigate to the Invoice Batch menu and click into the batch where the payment is still showing as outstanding.
Once in this screen, you now see an actions button in the top right of the screen. Click this and you will see a "Sync Xero Payments" option. Once you click this Astalty will communicate with Xero and gather any payment information. This process may take 5-10 minutes. After this time period you can return to the batch and the payment should show up.
For more information on this process we have created a user guide article that outlines this in detail. You can find that article here
Last week's changelog included the Invoice reminder update. You can now view the invoice email sent history. This view allows you to keep track of the invoice reminder email sending progress. If a reminder has successfully sent you will see a green check, if it is in process you will see an hourglass icon and if it has failed you will see a red 'X'. You can find this log within the invoice itself.
Our Participant Notes export feature has been enhanced with additional data columns. When exporting participant notes, you will now see the following columns included in the file:
NDIS Number
Participant First Name
Participant Last Name
Additionally, you can now specify a date range for the export. This allows you to select the specific period for which you want to export the participant notes.
You also have the option to choose the file format for the export. The available formats are:
CSV
Within a User's User Records, you now have the ability to send the document for signing! This will streamline the process of getting important documents signed for your employees. To find this option, navigate to the Users menu. Once in this menu, select the user for which you would like to send a record. Navigate to the records menu option within their user profile. Select the record you would like to send. As seen in the image below. If the record is in the signature status 'Not Sent' then the 'Send for Signing' button will show. Allowing you to utilise the Astalty eSignature functionality to send and sign employee documents.
Within Astalty you now have the option to select an Organisation for your Xero Integration. This means if you have multiple Organisation within your Xero account you can select amongst them within Astalty. To do this simply navigate to your Xero Integration configuration. Once in the configuration settings you will now be able to select your Organisation. Simply select the 'Select Organisation' button as seen in the screenshot below.
Once you have done this you will be prompted to select the organisation from a dropdown list as seen below.
