When we designed uCollect we made it a “set and forget” system where once you setup a customer for automatic collection we would attempt to collect ALL invoices for that customer. You couldn’t pick and choose which invoices to be collected. But lately we’ve got feedback that our users want to collect some invoices automatically and not others. Frankly – we just don’t understand that – once you’ve got a customer used to the idea that you’re going to take the funds from their account why not just go all the way and do it for every invoice? Hut hey, we’re not every business! Different strokes for different folk, as they say.

So now, you can create “filters” that tell uCollect which invoices to collect. You do this by specifying a criteria, such as account number, amount, Xero Branding Theme, Invoice number or reference prefix or QBO custom field value. Once set, invoices that don’t meet the filter criteria will be ignored.

Check out our support article for all the details – or type “filters” in the help beacon on the side of the page.

Today we’re pleased to release Multi-Factor Authentication to improve security for your organisation and client data.

Users can add Multi Factor Authentication using the Google or Microsoft Authentication apps to create a more secure login process. Once activated you will be prompted for an authenticator challenge code each time you log in (you can be remembered for up to 30 days pm a single device if you want).

To further increase security, organisation administrators can enforce Multi Factor Authentication for their organisation requiring all users to set up and be authenticated prior to gaining access to the organisation and client data.

If a user looses their authentication device (such as when a phone is lost or replaced) their Organisation administrator or uCollect Support (with proper proof of identity) can reset their MFA setting.