The Bookie Webapp: Release notes and Feature updates

893

9/18/2024

Ook in het Nederlands

Last updated on 18.09.24 with features released in July 2024

Latest features

New feature September 2024

  • Everyone can now add a payment reference (such as a customer invoice number) to an expense. This is also searchable in the search bar.
  • Assets (activa) are now visible by default in the menu for everyone. Previously, this was not visible for most customers.

New feature July 2024

Link with the Trade Register of the Chamber of Commerce.

    > Contact | Add client, client, customer or supplier

January until May 2024

Zapier connection | API

    > Koppel (bijna) alle andere software door ZAPIER API

Forward reversed billing via Plus 

    > Hoe stuur ik facturen door die mijn opdrachtgever voor me maakt?

Koppelingen met Flexonderwijs, MijnDiad, Rocycle

    > Koppeling met externe (facturatie)programma's

Offertes, Factureren en Push notificaties via de mobiele app

Acurate Balans per boekjaar

Uitgebreide zoekfunctie

Feedback van je Bookies bij je verkopen en uitgaven

Cool (existing) features

  • Menu's adjusted
    • you can change the size of the menu
    • The settings for both Sales and Quotations and Expenses can be found directly under buttons 
      • From now on this is where you will find the settings including templates for your Invoices and Quotations and associated emails mail
  • Notifications
    • On your Dashboard you will find two types of Notifications for you at the top right under the bell
      • Notifications → automated updates from The Bookie Webapp about, for example, the status of your invoices and reminders about your declarations

      • Comments → personalized communication with your accountant such as feedback from your Bookies

  • Invoices in English/other language
  • Option for PLUS Subscriptions to add recurring expenses
  • Personalize notifications that you receive. You can better choose which ones you do or do not want to receive
  • Bookie inbox: preview of PDFs now visible at release
  • Extra option address book: added a new field 'Extra customer information'
    • This is a free entry field. To show this on the invoice, you need to add {CUSTOMER_EXTRA_INFO} on the invoice template.
  • Dashboard
    • on the right you see the outstanding VAT or Income Tax tasks.
  • Expenses automatically on Paid
    • Under Administration settings you can indicate whether you want your expenses that you enter (from now on) to be automatically listed
  • Double import of the same release
    • When entering an expense, you will receive a warning if an expense from the same supplier for the same amount already exists on the same date
  • Confirmation upon submission of IB list 2020
  • Both your turnover per month and that of last year on your Dashboard
  • Design various templates for invoices from scratch. Even if you have several trade names.
  • Create multiple standard e-mails for your invoice or even a reminder
  • Prepare and send quotations. Your customer can approve it with 1 push of a button and you can easily transfer the quote to an invoice
  • a Bookie Inbox to which you email PDFs
  • the app is much faster because parts load separately and only the frontend (appearance of the app) has to be adjusted
  • Release Expenses form update: the new release Expenses form has been launched
    • here you can more easily add an expense and due to the development in React the page loads faster

    • for example, we prepare The Bookie Webapp for direct entry via the mobile app Bookie receipts

  • Bookie Notifications system: by mail and in the app
    • notifications as reminders for VAT deadlines:

    • automatic withdrawels for subscription: notifications when will take place, but also if a debit has not been successful or has been canceled.

    • payment confirmation: if someone has paid the invoice you sent from The Bookie Webapp with your Mollie link

  • VAT per quarter, year or exempt Update us on the frequency of your VAT returns that we have to make

    • In your Administration Settings under Other Company data you indicate in your settings for your VAT whether you are liable for VAT and if so, how often we can file a declaration for you


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