Here’s what we've been working on to make ParagonERP work better for you.
From any transaction and from the customer module, the green action button includes the option to email. When you click on this button, a screen will appear with emailing details.
The transaction you're emailing will be attached to the email as a PDF and sent to any addresses entered in the 'to' or 'cc' field with your customized subject line and message. To set up your email credentials, go to the email settings section under the communications card in settings.
Next time you're in MyCompany, you might notice that there's a new tab called financials. As the name suggests, the financials tab is intended to store all financial information about your company, starting with bank accounts. To add a new bank account, just hit the green plus icon and follow the prompts on the screen that appears.
Remember that because of Paragon's security module, you have complete control over which users can see this information.
We're currently working on a function that will allow you to upload your electronic bank statement into Paragon and automatically match deposits and withdrawals with payments. Usually, this would all have to be done on a transaction by transaction basis, manually matching your bank statement lines with payments in your ERP software. Instead, this is an automatic key-off process that will save you a lot of time. Although this is still in progress, we wanted to give you a sneak peek of what's in store.
We have started working on the first iteration of Paragon's perpetual inventory tracking system. Automatically, a journal entry will be created for an inventory receipt or shipment to account for the change in assets (inventory) or the cost of goods sold. Since these journal entries are made on a transaction by transaction basis instead of periodically, your inventory asset and cost of goods sold account are always up to date.
With a rule, you can now set a maximum percentage discount or other charge that can be entered by a user on a transaction. This validation stops a user from accidentally entering a discount like 100% instead of 10% on an invoice, for example.
Here's a list of pesky bugs we squashed with this update: