Welcome to the better than ever IINSIGHT 6.4.0!

This new release brings you the following new features:

Let’s start by discussing below the steps to set up the Xero Tracking Category functionality.

Are you a Xero user and would you like to track how various areas of your business are performing? You can now take advantage of setting Xero Tracking Categories via plans on iinsight, allowing you to produce financial reports drilled down by tracking categories on Xero.

Plan activity/item billings can now be associated with Xero tracking categories as shown in the image below:

Costs created from plans are linked to their Xero categories. If required, this association can be modified via the Finance/Costs table as shown in the following image:

Changing the tracking category of an already created cost is possible if the cost hasn’t yet been synchronized with Xero via its invoice.

The following image shows an invoice that was synchronized with Xero with the tracking category “Test D”.

Sometimes, it is necessary for the same service to be offered in two or more formats with slight changes in price and description within the same plan. Common examples would be differences in prices along weekend or emergency/standard treatments or differing travel costs based on location.

This release enables you to have more than one plan billing line item associated with a single activity/item billing in the service contract so you can cover these situations.

To perform this within a plan you just need to select the activity/item in the plan list (so it is highlighted in blue), and then press the new Duplicate button as shown in the image below:

After clicking on the Duplicate button, the newly created billing can then be edited as its own unique instance (outlined in orange in the image below):

Please note however that activities/items flagged for "Group Billing" can’t be duplicated:

Recently created Duplicate line items can be removed with the “Remove” button.

If the plan has already been saved with these lines duplicated then they can be removed by using the usual Delete button.