This release of OnboardMe introduces a range of new features and bug fixes. The changes are outlined below.
Read only user role
We've introduced a new Read Only user role to OnboardMe. This role allows a user to view all areas of the application but cannot make changes or send new requests.
To add users to this role, go to Settings / Users and open the user in question, select the role drop down and select Read Only.
Due date on bills from prior recurring periods
We have updated how due dates are set on bills generated from Recurring Billing when Bill Missed Periods is enabled.
Previously, past bills used the Invoice Due Days system setting for the due date. For Pinch users, that often put the due date in the past, so Pinch ignored the bill.
The system now sets the due date to the day after the bill is generated.
ID Verification certificate auto-file to FYI
When Identity Verification is completed as part of onboarding, and the client is connected to FYI, OnboardMe now automatically files the ID Verification certificate to FYI with the other onboarding documents.
This keeps verification evidence on the client record in FYI without a manual download and upload.
Lookup scheduled Pinch payments before processing payment
Before processing a Pinch payment from the Bills & Payments screen, OnboardMe now checks whether the client already has scheduled Pinch payments.
If any are found, a warning is shown so you can review them before continuing. Payments with a similar amount to the charge you are about to take are highlighted, to help avoid duplicate payments. You can cancel or continue with the payment.
Service name narration on bills
A new setting, Use service name for bill narration, is available under Settings > Business Details > System Settings, in the Proposals section (shown when Billings are not hidden).
This controls what text is used for the bill line narration when a service is selected on a bill, including when bills are auto generated from services.
Off (default): narration uses the service description (Narration Text).
On: narration uses the service name instead.
You can still edit the narration on individual bill lines after it is filled.
Invoice number on billing lists
When a bill is synced to a Ledger (Xero / QuickBooks), the Billing List will now show the Ledger Invoice number instead of the internal OnboardMe bill number.
Multi-client support for GreatSoft / MYOB Tasks
We've enhanced the GreatSoft / MYOB tasks to now handle deploying Tasks to multiple clients from the same proposal.
When setting up Tasks on a Proposal, a new Client selector will be shown allowing you to select the client to deploy the Task to when the proposal is accepted.
Preview mode for Client Onboarding
When setting up a Client Onboarding, a new Preview button has been added which will open up a new tab allowing you to preview the Client Onboarding from the client's point of view.
The preview will open the Onboarding view the clients see, in a read only mode.
Bulk SMS Clients
We've added the ability to bulk SMS clients from OnboardMe. Navigate to the Clients menu and click the options menu and you will see Bulk SMS.
Any previous sending will be shown in the history of previous sends.
Click the View button to see the message sent and clients sent to.
To send a new bulk SMS click the New Bulk SMS button, filter for the clients you want to send it to (Only clients with a valid mobile number on their client record can be sent to).
Once clients have been selected, click next to prepare the SMS message text. Compose the message and click Queue SMS to start the sending process.
You will be emailed once the processing has completed.
Send SMS with eForms
When sending an eForm, you can now include an SMS notification which will be sent to your client.
Sending SMS will make the Mobile Number mandatory in order to send the eForm.
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