No edit summary
No edit summary
 
Line 19: Line 19:
* Microsoft Graph Email Sending via Entra App.
* Microsoft Graph Email Sending via Entra App.
* SMTP Settings
* SMTP Settings
* IMAP Settings (Coming Soon)
Email Processing (Coming Soon)


Bank Manager:
Bank Manager:
Line 30: Line 27:
** BNZ
** BNZ
** Westpac
** Westpac
** ASB (Coming Soon)
** ASB (''In Active Development'')
** Kiwibank (Coming Soon)
** Kiwibank (''In Active Development'')
Import File Admin
 
* Generic CSV Import To allow for CSV/XLSX/JSON/XML file import to AP Invoice.
 
Import PDF Admin (AI Enabled - Special License Required)
 
* Reading of PDF AP Invoices Direct to AP Batch.
* Scripting to Control Every Aspect.
* Multi Page, Complex or Simple Invoices are handled quickly saving time on data import.
 
Departments Admin
 
* Management of Departments away from Zinform 5
* Additional Code Support to allow for up to 5 Codes
** Eg: Could be used to track Registration Number of a Vehicle to A Department, Trailers, ID Numbers etc for AP Invoices etc.
 
=== Coming Soon: ===
Organisation Settings:
 
* IMAP Settings (Coming Soon)
 
CRM Module (Coming Soon)
 
Email Processing (Coming Soon)

Latest revision as of 02:48, 10 November 2025

Release Details

Current Release: 6.1.14.1

Current Release Features:

Document Manager:

  • Advanced Scripting via new Business Layer.

User Manager:

  • Additional Roles and Permissions available to the new Business Layer

Organisation Settings:

  • Logo
  • Postal and Physical Address for Documents
  • Default Bank Account
  • Advanced Invoice Settings
  • Microsoft Graph Email Sending via Entra App.
  • SMTP Settings

Bank Manager:

  • Management of Bank Accounts
  • New Bank Account Import Settings
    • ANZ
    • BNZ
    • Westpac
    • ASB (In Active Development)
    • Kiwibank (In Active Development)

Import File Admin

  • Generic CSV Import To allow for CSV/XLSX/JSON/XML file import to AP Invoice.

Import PDF Admin (AI Enabled - Special License Required)

  • Reading of PDF AP Invoices Direct to AP Batch.
  • Scripting to Control Every Aspect.
  • Multi Page, Complex or Simple Invoices are handled quickly saving time on data import.

Departments Admin

  • Management of Departments away from Zinform 5
  • Additional Code Support to allow for up to 5 Codes
    • Eg: Could be used to track Registration Number of a Vehicle to A Department, Trailers, ID Numbers etc for AP Invoices etc.

Coming Soon:

Organisation Settings:

  • IMAP Settings (Coming Soon)

CRM Module (Coming Soon)

Email Processing (Coming Soon)