IINSIGHT v6.3.3 brings you a range of new functions focussed on enhancing your accounting reconciliation and speeding up your accounts sending process.

The v6.3.3 March 2021 update brings you the following:

It is now possible on IINSIGHT (v6.3.3) to create your own custom MS Word based Financial Templates for the following transaction types:

This new invoice engine can be turned on in the Admin Management Console (Options) under the Financial Settings by enabling the "Enable MS Word financial templates" check box:

And all your templates for each of the transaction types can be uploaded and managed in the main Templates area under the Financial Templates tab:

For more detailed information on this feature and how to create your own templates please refer to the following Product Knowledge Base articles:

Managing Financial Templates

Creating Invoice Templates

Creating Payment Templates

Creating Adjustment Templates

Creating Refund Templates

In addition to "Delete" you now have the ability to "Void" all accounts items, as well as the ability to "Void" or "Reverse" invoices in the Case List > Accounts tab, with each of these resulting in a slightly different outcome for specific purposes:

The purpose of Voiding a transaction is to remove any link and or credit / debit value of the record from IINSIGHT however still maintain a record of this so that the original document can still be referenced and viewed and the Transaction ID not be re-used.

Whereas Reversing a invoice is to is to remove any link to costs and credit the value of the invoice on the case whilst maintaining a record of this so that the original document can still be referenced and viewed and the Transaction ID not be re-used.

Further information can be found on these functions in the below Product Knowledge Base article:

Deleting, Voiding and Reversing Transactions

IINSIGHT v6.3.3 can now help to email out ALL your transaction documents for Invoices, Payments, Adjustments and Refunds (not just invoices), directly from within the system from an email of your choosing.

These can be sent either in a Bulk Email Accounts Run from the Finance area or by Individually Emailing Accounts Items from the Case List > Accounts tab on a case, and they can have their own unique system default email template set in the Admin Management Console (Options) > Financial Settings > Email tab:

For further information on the enhancement in this area please refer to the Product Knowledge Base article:

Emailing Transaction Documents (Invoices, Payments, Adjustments & Refunds)

To increase the support for linking of Accounts email addresses to automatically send out your raised transactions, IINSIGHT v6.3.3 adds the ability to link your mail server via SMTP.

This adds to the previous mail server linking function via IMAP and setup for either the SMTP or IMAP email account link is done in the same place in the Admin Management Console (Options) > Security tab and then the Email Settings tab:

For further information on this enhancement please refer to the Product Knowledge Base article below:

Emailing Transaction Documents (Invoices, Payments, Adjustments & Refunds)

When sending out your invoices (or now other transaction documents as well!), it was outlined by our users that often additional contacts are required to be CC'd on these in addition to the main "Bill To" contact.

IINSIGHT v6.3.3 now adds the ability for you to automate this process using the new "Bill To CC" contact type on a case contact. This can be set on multiple contacts on a case and is found in both the "New Contact" and "Edit Contact" windows:

For ease of quickly identifying these Bill To CC contacts we have updated our Contact Status Icons also in the Case List > Contacts table:

Any contact on a case that is assigned the Bill To CC contact type will automatically be included as the CC on any invoice, payment, adjustment or refund emails sent out of IINSIGHT.

Further information on this function can be found in the below Product Knowledge Base article:

Emailing Transaction Documents (Invoices, Payments, Adjustments & Refunds)

With the "Voiding" and "Reversal" function additions, you will also see in IINSIGHT 6.3.3 a number of UI updates to Case List > Accounts table and the Finance tables.

The first of these are updated Pay Status Icons to help you quicker identify different transaction types as well as invoice payment status:

The second of these is the ability to see the Email Sent Status and Date of first Emailing of account items directly in the Case List > Accounts table without the need to review the Case Log or go to the Finance area:

Lastly you will see a new column called Transaction ID. This column adds a unique identifier for each account item on a case, but that also relates to any other accounts items it is linked to. For example a payment made against invoice "INV-2021" will have a Transaction ID called "INV-2021-P1", a Refund against the same invoice would have a Transaction ID called "INV-2021-R1" etc.:

To speed up monitoring and sending your accounts items even further, in addition to being able to perform bulk runs of your accounts transaction documents, IINSIGHT v6.3.3 now includes the ability for your users to email accounts items directly from the Case List > Accounts tab using a new Send Email button:

For further information on this function as well as additional user permissions that have been created to help you control it, please refer to the Product Knowledge Base article below:

Emailing Transaction Documents (Invoices, Payments, Adjustments & Refunds)

Finally due to all of the above we have had to update our IINSIGHT Templates add-on for both Windows and Mac to add all variables for the new template types.

If you have v1.2.0 on Windows or v1.2 on a Mac, you are already sorted and don't need to do anything as it will update automatically with all our new variables and tabs for you.

If however you have any version below this however please make sure you uninstall this and install the most recent version for your device from under the Help tab in IINSIGHT: