Most requested enhancements

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mban
Posts: 1
Joined: Thu Jan 02, 2020 8:00 pm

Most requested enhancements

Post by mban » Fri Jul 24, 2020 3:12 pm

Hi all -

After a few months on the system, below are our most requested enhancements. (We have several others but here are the ones that come up most often)

#1. On the billing screen, indicate modifications have been applied to financial system with going to detail proforma screen (notepad/pencil, change color?)

#2 Alert or highlight matters with trust or un-allocated funds available to apply

Any vote ups or downs? Comments?

Thanks!
suki.sahansara
Posts: 16
Joined: Wed Sep 04, 2019 7:20 am

Re: Most requested enhancements

Post by suki.sahansara » Mon Jul 27, 2020 2:59 pm

Hi Moe, and thanks for sharing these!

Great news that both features have already been incorporated in our September 2020 release. The functionality cannot be retrospectively patched to earlier versions of Proforma Tracker, so anyone wishing to take advantage of these features will have to schedule a software upgrade.

Upgrades should be requested via our Support Ticketing system.

Thanks,
Suki
suki.sahansara
Posts: 16
Joined: Wed Sep 04, 2019 7:20 am

Re: Most requested enhancements

Post by suki.sahansara » Mon Jul 27, 2020 3:30 pm

As an update, here are the details of the next two major releases:

Release 4.0, SOFIA - available September 2020
Release 4.5, BUENOS AIRES - available March 2021

For clarity, live clients should request upgrades via the Support Ticketing system. Upgrades for clients in implementation will be handled by the WA implementation teams.
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