Payments Ahead

Responsibility: Irena Holá, Karel Kolman

ER: #7757 - Platby předem - OneCore - produkt - Seyfor (easyredmine.com)

Description release notes:

This new functionality allows users in processing of incoming payments received from customers (finance /bank /receivables /VAT) to generate tax documents (and VAT entries) in the case that the date of payment is earlier then the date of sales invoice applied to it. System can create a tax document of type “Invoice” for payment when it is posted to GL and a tax document of type “Credit memo” for the usage (application) of this payment when the payment has been applied.

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Notification of upcoming installment

Responsibility: Jan Krchák

ER: #9823 - NOTIFIKACE PŘED SPLATNOSTÍ POHLEDÁVEK - OneCore - produkt - Seyfor (easyredmine.com)

Description release notes:

This functionality allows users to create notifications and send them to customers, when the receivables are coming due in a particular number of days.

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A batch task (allowed to be run in Job Queue) is prepared to generate and / or send notifications.

Objects External Check

Responsibility: Tomáš Nagy

ER: https://seyfor.easyredmine.com/issues/11872

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Leasing companies sometimes mandate specialized companies to check the financed object e.g., if it is used in line with the agreed conditions or with the warranty rules.

Before this modification the system allowed to create only one record in connection with the financed object. Now, after this modification, user can create more records for the same object and on this way store the history of these external checks.

Insurance set discount

Responsibility: Marie Burgetová

ER: https://seyfor.easyredmine.com/issues/12781

Insurance Set:

• New field Discount / Surcharge Code

  • It is possible to enter a discount on the new insurance set, which is transferred to the rates of the insurance set. The condition is that the insurance rates have not yet been used in insurance contracts.

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Financing type in detailed status sequences

Responsibility: Tomáš Nagy

ER: https://seyfor.easyredmine.com/issues/11605

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As a rule, the leasing company for contracts with services needs many more detailed contract statuses than for contracts without services. Typically, these are statuses for ordering items or after returns, which are not needed for contracts without services and can be skipped.

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