What's new with Paragon - March 1, 2022
Aged AR and AP reports
We now have an aged AP report to display any amounts owed to your vendors for goods or services provided. Like our customer aged AR report, it is grouped by customer and by currency and will show any outstanding vendor invoices, taking into account any issued vendor credits.
We’ve also made improvements to the process by which these reports are generated. By using the bulk action available in list view and the advanced filtering, you can now select a specific template to use and specify which customers should be included. This makes it simple to generate both detailed and summarized reports for your customers and vendors.
Early payment discounts can now be added to payments
Customers that pay before the due date are often rewarded in the form of an early payment discount. These can now be accounted for in Paragon using non-trade items. Simply create a payment for the original invoice, then add a non-trade line for the GL account that the discount should be booked to. Enter the total on the line as a negative amount so that the full invoice is marked as paid and cleared from your AR.
Export Shopify transactions to QuickBooks under individual customer accounts
In the past, invoices and credits created in Paragon for Shopify orders could only be exported under one master customer. However, if you have a Shopify shop that you use to manage the fulfillment of B2B orders, you may want those transactions to export urder that individual customer account. To do so, turn on automatic customer export, then add the required QuickBooks information to the customer in Paragon.
Make sure you do not have a QuickBooks export customer configured on your Shopify integration page.
Bugs
Here's a list of bugs we've eliminated with this update:
- Additional validation was added to the sign up page to prevent customers from using URLs that are prohibited.
- The password reset process was further secured from inappropriate external interceptions.
- Transactions created for imported Shopify orders now use the correct default shipping address.
- Paragon credits created from manual Shopify refunds no longer add the total amount to the tax total.
- Shopify order edits that do not result in a balance owed to a customer no longer result in incorrect Paragon payments.
- When a pack or shipment is created from a pick using a rule and then completed, the stock is now reduced from the correct default location.
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