CategoriesRelease Notes

Release 1.2

We’ve been busy the last few weeks pumping out a range of new features for uCollect.  This release doesn’t change any of the Payment Gateways – it’s pure functionality.

Here is what we have rolled out in this release:

Please a few other bug fixes and tweaks.

Stay tuned for Release 1.3.  We have a HUGE feature we’re working on, and then a host of new Payment Gateway interfaces to roll out!

CategoriesFeatures

Partner Programme

Many small businesses are introduced to cloud accounting by their accountants, bookkeepers or web integrators.  It’s been an important sales channel for most cloud accounting systems for years.  We recognise that accountants and bookkeepers have a vested interest in helping their clients use cloud technologies well and improve their cash flow.  So we have create a partner programme that allows accountants, bookkeepers, integrators and anyone else making referrals to benefit both themselves and their clients by recommending uCollect.

Partners receive a dedicated referral code.  They can use this themselves, or give it to their clients for their clients to set up their own accounts and receive the benefits.  The Referral Partners programme has the following benefits:

  • 10% Commission which may be shared with your customers (you can pass this on as a 10% discount or split it 5%/5% with them)
  • Your clients receive an additional month in their free trial
  • You can take advantage of our partner billing programme (where you pay the bill for the client – this is optional – if your client pays their own subscription you still receive the commission)

For more information on the Partner Programme please check out the dedicated web page.

CategoriesFeatures

Multi-user

From day one we allowed each user to connect to more than one ledger in uCollect.  Now each ledger may be accessed by more than one user.

From your Edit Organisation page (if you are an Admin for that Organisation) you can invite another person into the uCollect organisation.  If they ar enot yet a uCollect user they will receive an email inviting them to create their profile.  If you give them Admin access they will be able to access the Edit Organisation page and modify subscription, gateways and users.  If they are not an Admin they will only be able to search contacts, edit contacts and see Collection History (including downloading Upload files).

CategoriesFeatures

List and Suspend Invoices

You can now see a list of all the outstanding invoices for any contact from the Search Contacts screen.  Simply click on the value of the invoices beside the contact name and you can see the list of invoices.  While you are there you can suspend any single invoice from collection (maybe it is under dispute or the customer told you that they have paid you manually) or even set up an installment plan for that invoice.