Customer invoice now automatically adds second line of the address
April 15, 2024 - Reading time: ~1 minute
Invoices serve as crucial documents in business transactions, providing a record of the products or services rendered and the corresponding charges. However, inaccuracies or missing information on invoices can lead to confusion and delays in payment processing. By automatically including the second line of the customer's address, we aim to enhance the accuracy and completeness of our invoices, ultimately improving the overall customer experience. Read more
Cancellation policy flat fees are now available in the invoice layout
April 15, 2024 - Reading time: ~1 minute
Tracking cancelled events and applying fees for large enterprises can be a complex process. Our new option allows you to specify flat charges associated with specific cancellation policies. By utilizing the {apptAdjDescription} template keyword, accounting teams can now automatically include detailed data on invoices.
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Profile designer - customization and localization with Flow platform
April 12, 2024 - Reading time: ~1 minute
ScheduleInterpreter.com, Inc. is excited to announce our ongoing migration of subscribers to the Flow platform. This month, we're introducing the PROFILE DESIGNER, a game-changing tool packed with high-demand features. With this new option, administrators can effortlessly design custom profiles, grouping essential tools using tabs. There's no limit to the number of profiles you can add! Each profile creates a unique working environment for users, ensuring tailored experiences across the platform.
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New and updated FIND features from the Flow
November 2, 2023 - Reading time: ~1 minute
Friday is ScheduleInterpreter® update date!!! We are rolling out 3 new features coming from the Flow platform. Find invoice, find customer payment and find vendor payment. All three features offer full personalized customization of the layout and interface. Find customer payment is new to ScheduleInterpreter®, while find invoice and find vendor payment are the upgrades. All 3 features come with power tools, allowing group updates and contextual menu, granting instant access to management tools. All update features will be accessible in the platform side by side with the previous versions.
Modality selection now works identical for requester and management team
October 20, 2023 - Reading time: ~1 minute
Set of modalities is assigned to each account in ScheduleInterpreter®. This configuration affects request process and enables management team and all requesters under the account to select from OSI (on-site interpreting), VIS (virtual interpreting services), OPI (over the phone interpreting) and VRI (video remote interpreting). This update brings standardized layout for both, members of the management team as well as user of the platform. Update is rolled out in nightly build and requires no changes in the workflow.
Find event 2.0 gets more features
October 19, 2023 - Reading time: ~1 minute
As we continue to expand the scope of the new platform, Find event 2.0 received set of new options. It is now possible to find any event using Claim ID and also see Claim ID in any report generated by the Find Event 2.0. For organizations looking to quickly locate all events scheduled by a specific individual, this option is now available as well. Head over to the REQUESTER tab and select the name you would like to search for. The platform will return the list of events scheduled by the infvifial.
Invoice Journal
October 18, 2023 - Reading time: ~1 minute
One of the most beloved feature of the platform, the Journal, is coming to the invoices. New option is called Invoice Journal and similar to the Event Journal will provide tools to automatically track all actions associated with a specific invoice, add manual entries to the invoice history, review history of the actions or changes. Invoice Journal will be tightly integrated with upcoming collection module, enabling tracking of the collection actions and communication. Invoice Journal will be featured under Find Invoice 2.0, the Flow release.
QuickBooks Online (QBO) important change in accounts synchronization
October 17, 2023 - Reading time: ~1 minute
Important change in how ScheduleInterpreter® synchronizes with Intuit QuickBooks Online. Effective October 17, 2023, we are starting to search for a Display Name while looking for an account name. This feature works for new accounts or accounts that have not been connected. QuickBooks Online uses the field to ensure it is unique and it working as a unique identifier. ScheduleInterpreter® support accounts with identical names, regardless of their position in the hierarchy. To continue using accounts with identical names, please make sure to connect accounts manually. The process has been available in the platform for more than two years and remains unchanged. After connection is completed, synchronization will ignore the names.