We are thrilled to announce the release of Stride ERP version 2.3.0.117, a powerful update that brings a host of new features and important enhancements. This comprehensive upgrade not only improves the functionality of our ERP system but also enhances data management, invoicing processes, cost analysis, and more. In this article, we will delve into the exciting additions and explain how they can benefit your business.
- Merge Duplicate Accounts
Maintaining clean and up-to-date data is essential for any business. With the new Stride ERP version, you can now seamlessly merge duplicate accounts on Sales Leads and Clients pages. By eliminating duplicate entries, you can ensure accurate reporting and streamline your sales processes.
Navigation: Sales Leads > Leads & Prospects > Tick the duplicates > Bulk Actions > Merge Duplicate Lead Profiles > Select Primary Lead > Submit.
- Set Invoice Notification For Upcoming Payments
With this feature, you can set & automatically send a maximum of 3 email reminders to clients before the service is due. Use the “New Notice” button to add more reminders. Click Update to save.
Navigation: System Setup> Client Settings > Send Email Reminder To Clients For Unpaid Invoices.
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- Invoice Overdue Reminder Search Filter
Easily find clients whose “Overdue Invoice Reminder” notification are turned off. So, you can turn it on at your convenience using the “Bulk Actions” functionality.
Navigation: Clients & Invoices > Manage Clients > Open Advanced Search.
- Apply Payment to Multiple Invoices
Save time and effort by effortlessly allocating payments across multiple invoices. Stride ERP’s latest update allows you to apply payments to multiple invoices in a single process, eliminating the need for manual entry and ensuring accurate payment allocation.
Navigation: Clients & Invoices > Invoices & Payments > Tick the Invoices > Bulk Actions > Apply Payment to Multiple Invoices > Fill the Fields > Submit.
- Withholding Tax Control
Customize your invoices by including or removing withholding tax on single-line items. With the enhanced Stride ERP version, you have greater control over your invoicing process, allowing for flexibility in tax management and compliance.
Navigation: Clients & Invoices > Invoices & Payments > Add New Invoice.
- End Of Day Report For Supervisors
Supervisors/managers can access “End Of Day” report, which provides comprehensive overview of what tasks were completed by team members at the end of each workday.
Navigation: Manage My Team > End Of Day Report.
- Trip Cost Report
For businesses that require efficient travel expense management, the new Trip Cost Report feature proves invaluable. Track and analyze travel-related expenses using standard rates, providing you with better cost management and comprehensive reporting.
Navigation: Fleet Manager > Trip Cost Report.
- Enhanced Sales Quote Functionality
To streamline the quotation process, Stride ERP now offers improved sales quote functionality. Access the “Create Quote” button directly on the Sales Quote page and individual lead accounts, ensuring a seamless and efficient quoting process for your sales team.
Navigation: Sales Leads > Manage Sales Quote > Add Quote.
Conclusion
We recommend referring to our user guide (“Help” button on your application) or reaching out to our dedicated support team at support@strideerp.com