End-June Release Notes: Platform Improvements!


Starting July, our Release Notes are going to be on a monthly basis to give our users a more complete update on improvements done on Pantas and reduce your inbox clutter!

Read on to know more!



✨ WHAT'S NEW? 🚀


 

Table of Contents:

  1. Quality-of-life improvements
  2. Bug Fixes
  3. Sneak peek of future updates

1. Quality-of-life improvements

  • Imported invoices with “Paid” status now record payment information status accurately

Paid invoice imported to Pantas will reflect “success” in the payment records table as the invoice has been paid. This is to ensure Pantas captures the correct payment status for a more accurate record.

 

  • Upgraded Pantas Import and Export template as well as the relevant columns guide

Following up on our massive import/export feature update, we have significantly improved the import and export template for both receivables and bills. The new template has a more accurate file name. On top of that, our template columns guide is now simplified and much clearer with a colour-coded directory and a more descriptive guide on what each column means.

 

  • Our aging report now contains the customer company name for non-Pantas users

Tweaking our settings to allow users to generate an aging report that contains the non-Pantas customers’ information accurately. Previously, for non-Pantas customers, their information was generated by their email addresses instead of their company names. That is no longer the case.

 

  • Simplifying the method to record how long your business has been operating

Instead of having to manually calculate your business operating period, now you just need to input your business start date. Our system will do the rest.

 

  • Increase transparency of your activated PAIF facility

To reflect more accurate information about your PAIF facility, we have included the relevant financing tenure information so that you can better plan for your financing repayment.


2. Bug Fixes

  • Invoices imported to Pantas that are intended for customers not on Pantas will now receive email notifications.
     
    • There was a bug that disabled email notification for invoices to customers not on Pantas when the import status is set to “sent_and_notify”. We have updated the platform to ensure email notifications are sent correctly when the invoices with “sent_and_notfiy” status are imported.

3. Sneak peek of future updates

Here are some of the enhancements that we are working on. Do note that this list is not exhaustive and we are constantly receiving feedback and suggestions to further improve Pantas.

  1. Payment Gateway
     
    • This will allow users to make payments for their invoices directly on Pantas

      Target: End-August (2022) release


  2. Custom email notification
     
    • This will allow users to personalise the email for invoices to their customers directly on Pantas

      Target: Mid-July (2022) release


We love feedback! If you have any suggestions, drop us an email at info@pantas.com or chat with one of us in real-time via the Pantas homepage.

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