New features in accounting

This is where you will be able to find out more details about the features we talk about in our release notes.

We will continuously be updating this page with any new features released in the accounting area.

June 2018 | Filter first for balance sheet

Back in March we introduced the option to set various reports as "filter first". This means the page loads with no results and the filters open and ready to complete. This helps to speed up page loading and filtering. This month we have added the option to activate filter first on the balance sheet. Activate this option at Settings > Company > Other options.

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June 2018 | Background task export for balance sheet

We have added the option to export the balance sheet as a background task. This means you can request the export and carry on with something else whilst you wait for the report to be generated. View the status and open the exported report in My background tasks.

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April 2018 | Use LOFI cost price on returns

When a customer returns an item it’s important that those items are added back into stock at a realistic value. This not only ensures that the balance sheet accurately reflects your financial assets but also that if that item is resold the profit margin is accurately recorded, or if it’s written off that you are not over stating losses on stock.

Up until now Brightpearl has always used the cost price list on the sales credit to specify at what value a returned item is received in at. You can still use this method if you choose, but we have now added the option for you to use a last-out-first-in (LOFI) cost to provide a more accurate cost based on the actual purchases you are making. When using the LOFI cost an item received back on a sales credit (cloned from a sales order) will automatically be recorded with the value of the last item of that product which was shipped, including any landed costs that were allocated to it.

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March 2018 | Show filters before results are seen

To speed up page loading and filtering for reports, choose to open the page with no results and the filters open. This can be activated at Settings > Company > Other options for the following reports:

  • Accounts payable (aged creditors)
  • Accounts receivable (aged debtors)
  • Inventory detail
  • Inventory summary
  • General ledger
  • Sales tax detail (US only)
  • Sales tax (US only)
  • Audit trail

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March 2018 | Export reports without viewing first

When requesting a report it can be sent straight to export without first viewing the results on screen. This means no waiting for the report to load and no second step needed to send it to Excel. Simply apply the filters and hit Export instead of Filter.

March 2018 | Ad-hoc check printing from bank payments (US only)

With ad-hoc check printing a single check can be printed from a bank payment.

Learn more about bank payments and check printing

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Once the bank payment has been entered it can be printed from Vendors > Vendor payments.

March 2018 | Enter first check number when batch printing

When batch printing checks you are now able to enter the first check number and ensure that each Brightpearl transaction has the correct check number applied.

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