There are a number of upcoming changes in the next release of Pearl. Have a read through the following topics. All the changes have already been made to the demo accounts at http://demo.thisispearl.com/admin so that you can have a play before they are rolled onto all client accounts on the evening of 16th July.
Accounting is no longer a licence
Access to the accounting areas of Pearl is no longer handled by a “licence”. You can allow or deny access to certain staff using the permissions screen – at Setup:Staff and permissions.
New rounding methods, and the new order edit screen
The new sales and purchase order screen
Many of our clients sell their products and services to both the end user at retail price, including tax, and trade/wholesale customers, excluding tax. This can often be a bit of a nightmare, due to differences in the way that rounding needs to occur when you’re showing row-by-row net or gross totals on an invoice. We’ve now given you the choice of setting any of your price lists to be “including tax” – which means that:
- Website browsers using this price list will see prices inc tax (as before)
- Sales orders viewed in the admin screens will show item and row totals including tax
- Prices edited on products for these price lists will be including tax
Wherever you see an underlined price, remember it’s including tax. You can set up your price lists at Products:Setup:Price lists … if you’re on Pearl Express then you can’t change the default price lists.
New reports
We’ve listened to feedback from you all and have been working hard on a new report centre. The main differences are behind the scenes, which will allow us to load more reports on much more easily than before. Right now though, you have the ability to export all the new reports straight to Excel, or to a smart PDF. Most of the reports currently loaded are for accounting, and we’ll be adding more over the next few weeks.
Dashboard updates
Draggable configurable dashboards
We’re adding more configuration options to the dashboards – you can now choose which widgets appear on each dashboard, where they are positioned and also some paramters within them – such as timeframe and a choice of layers.
Improved handling of settlement discounts
We’ve introduced some new fields to the sales order and purchase order screens that allow to you manage settlement discounts and keep the reduced VAT amounts correct. If you offer settlement discount to customers or take settlement from suppliers then you should be calculating the VAT on the discounted Net total – which Pearl now handles with the on-screen maths.
Enter and clear quick invoices in one step
Handy. We’ve added a “clear down” feature to the bottom of the Accounts quick invoice screens so that you don’t have to find the invoice and allocate payment against it later. It’s a small feature, but awesome for saving you time when you’re entering lots of invoices.
The CRM Timeline
This is a really handy new feature. We’ve removed the tickets and orders tab from within the contact edit screen, and have created a new page called the Timeline. Here you can see everything going on with a contact (or their entire company) in one place.
Contact search results cleaner, simpler and more powerful
You’ll notice that when you log in the familiar “menu” option at the right hand side of the screen has gone. You now need to click the company name to get all your actions for the contact – which is loaded on-demand, meaning that we can put more in it and the rest of the page will load faster.
CRM actions pop-out menu
New website features – URLs
We’ve altered the way in which URLs are presented on your website and sitemaps. Click here to read the full post.
Cost of Sales, Drop-ship Purchase Orders and stock
We’ve improved the way that Cost of Sales is handled. Each product can now have it’s own stock code (1000 to 1199) as well as it’s own cost of sales code (5000to 5999). Note that wherever you choose to ship a Purchase Order direct to customer, then it will be marked as “drop ship” – which means that no stock needs to be received, and items on that purchase order will not be included in “on order” figures.
Read all about Cost of Sales here
Bank reconciliation
Transactions are now marked as reconciled as soon as you save them in the statement. Closing the statement (previously “reconciling“) will simply mark everything as closed off. There is a bank reconciliation report (visit this from the bank accounts screen if you have unreconciled transactions) – and also an warning of unreconciled transactions in a closed statement date range, on the statements list screen.
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