General Enhancements ⭐
- Preview invoice of journal: Quickly preview your journal details and settings with our new invoice preview pop-up within the invoicing module. Just click the three dots next to any journal in the list for an instant view.
- Event alias - new field: Assign an internal alias to events for back office use, enhancing usability and improving user experience. By default, it mirrors the event name, but you can customize it as needed.
- Attendee details - additional links: Easily access the Registration Modification and Process Payment links directly from the Essentials page within the attendee's details, available when the right conditions apply.
- Attendee details - change payment method: Change the payment method of a registration from the payment page within the attendee's details, making adjustments faster and more convenient.
- Improved navigation profile section: Navigate effortlessly between the Events and Identity modules with our new unified profile menu structure. The new structure enhances usability and streamlines your experience.
- Improved usability roles & permissions: Enjoy improved design and usability for roles and permissions, including module-specific permissions and smart logic settings.
New features 🤩
New event statistics & dashboards
Dive into a revamped event statistics screen offering more detailed insights, including price variation breakdowns and invoiced but cancelled registrations.
- View quantities and amounts for each category and option, clearly separated into paid and unpaid.
- Track cancelled registrations that are still invoiced, including any applicable cancellation fees.
- Benefit from a clearer presentation of discounts, with a distinct breakdown of each figure.
Financial reports & dashboard - invoicing module
View a summary of total receivables and analyze YTD sales and YTD cash received with intuitive charts. All amounts are converted to the base currency for a consistent financial overview, giving you a clear snapshot of your financial performance.
- Total Receivables: See the total amount of active unpaid invoices, organized by due date periods.
- Monthly Breakdown: Examine the last 12 months with these two key metrics:
- Sales: Sum of the total amount on invoices, minus credit notes
- Cash Received: Sum of payments minus refunds
Invite users to your account
Instead of creating users directly on the platform, you can now invite them to join your account. This new process enhances security by ensuring that users complete their user profile information via an invitation email before they are considered valid users. Users who haven’t finalized this step are listed as pending users in a separate list.
Bug Fixes 🛠️
Our latest release includes numerous bug fixes to boost platform stability and performance.