There is now a loss of connection warning in your Internet Browser:

If connection to the internet or iinsight servers is lost a warning is given to the user to make a copy of any un-submitted work if the connection is not re-established:

If the system sees an internet/server connection again it will attempt to connect:

If connection is re-established, then a confirmation message will be displayed:

If it can’t be re-connected, then it loops back to the first warning message.

For ease of usability for users the following fields/options are added to the Timesheet window:

There is a new link for iinsight Video Tutorials under the ‘Help’ icon as below:

https://support.iinsight.biz/hc/en-us/search?query=video%20tutorials

There is a new upgrade of the IINSIGHT Addon for Windows and Mac available under the Help Icon:

The new Windows version is compatible with Firefox browsers as well as Chrome and Edge browsers.

In the coming weeks an announcement will be made that will prevent older versions of the office add-on from running on the iinsight platform. It is good security practice to ensure the latest add-on releases are current on your organisation’s computers.

We will send out a series of reminders before the office add-on upgrade becomes mandatory and old versions cease to operate
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​ The new version numbers are: 4.6.0 for Windows and 4.0 for Mac

You would need to please uninstall the previous version you have prior to installing the updated versions for your operating system.

IINSIGHT now has a Bulk Invoice Email feature which allows you to Create a scheduled send of all invoices on any given Invoice creation date range through either the Invoice Wizard/Quicklinks menu or Finance Menu/Emailed Invoices Tab, to send to the “Bill to Contact” listed on file for each Invoice.

The creation of scheduled email would group and send to the “Bill To” Contact. The user can also add any other Contact/s from the Case (this is done when reviewing each scheduled email after they are created in “Emailing Invoices” list - this is because CC Contacts are specific to the Case and not to all Cases/Bill to Companies, so it is not possible to add a CC at the time of Bulk Creation for multiple Bill To companies).

Initially you need to go to the Options menu/Security/IMAP settings as below and enter your chosen “send from” IMAP email account (your Company IT specialist will be able to assist you with this) or your IMAP settings will be available from your chosen mailbox where your mailbox supports IMAP connections.

You will also need to go to the Options menu/Financial Settings/Email tab as below to set up your Default Subject and Body for your Bulk Invoice Email feature. An example of this (using iinsight® Template Variables) is shown below, which allows a Company to auto-populate the Email Template and chosen details when sending. This removes any manual interaction when sending invoices from iinsight:

There are 2 different ways of Creating/Scheduling Invoice Emails ready for review and sending:

Option 1: This can be done after a batch Invoice Run is completed via the Quicklinks/Invoice Wizard. At the final stage of Invoice creation, you will notice a new button called “Create emails for created invoices” as below:
​ Please Note: If any “Bill To” contact is missing an Email Address – this will need to be rectified before the Bulk Invoice Emails can be created. This is because the feature requires a Valid email address to send to. At this point, if any Bill to Contact is missing an email this will need to be resolved prior to creating the batch. Should this occur you should cancel the creation of the Bulk Emails, fix the Bill to Contact emails that are missing, and then proceed to create the Bulk Emails using Option 2 explained below:

Option 2: Bulk Emails can also be created either after an Invoice Wizard/Quicklinks batch is completed or after Individual Invoices are created per Case with the Case List/Accounts Tab (or both). This is done in a new tab in the Finance Menu called Emailed Invoices as below:

To create a new batch of Bulk Invoice Emails, this can also be completed via the Finance Menu/Emailed Invoices Tab/Add Button. The Creation of the Emails will allow a user to search for an Invoice Creation Date Range and other search parameters – in the same way as if you were running an Invoice Report in the Reports Menu. Below is an example of how to create the Batch of Invoice Emails (prior to reviewing/clicking Send on each email):

After selecting the “Next” button as above - If any of the Bill to Contacts have invalid email addresses you will get an error message as below:

Note: Should the above issue occur, you should cancel the creation of the Bulk Email, fix the Bill to Contact emails that are missing, and then proceed to create the Bulk Emails once more using the same method.

Sent Email Invoices have a Green icon, Unsent Email Invoices have a Grey icon and Invoice Emails sent with Errors have a Red Icon similar to the below example:

To review emails prior to sending you can select the email and then click the “Details” button. In this Detail view you will have the option to include a “CC” contact email address, change the subject and body of the email and also preview the PDF attachment.

To send Emails that are reviewed and confirmed as correct but are Grey (indicating that they are Unsent), simply tick the “Selected” box on the left of the created/scheduled email (one or more selections allowed) and then click the “Send” button. Example shown in the below image:

Note: If the email Icon appears in Red after sending the Email Error will appear in the section shown above in Red. This might be due to an invalid email address or send failure etc.

Once you click send, your Bulk Invoice Email/s are now sent removing the requirement to send these manually.

There is a new permission in Admin/Manage Users/User Modify called “Can Email Invoices” as below:

There is a new Financials Transactions Tab in the Finance menu as below:

This is where you can view the status of Financial transactions such as Xero, Lantern Pay or Workcover Qld were successful etc and you can “Export” this using the Export button as above: