New Developments 


  • HR - Shift Confirmation;
    You can now send shift confirmation reminders within global or system settings > email templates > staff. These can be sent automatically weekly, monthly or both to remind users which staff's schedule still needs confirming. Based on the frequency settings the email will include a unique link to the staff scheduling screen with preset filters to confirm the shifts quickly and efficiently.

  • HR - Payroll Periods;
    Within HR settings you can now set your payroll period. This is used when sending the shift confirmation reminder and selecting the previous/current/next month to show the shifts between the exact dates that need confirmation ahead of payroll. The payroll period dates are also used for the Staff Hours Report - Sage. 

  • Enquiry Invoices;
    You are now able to create and send an invoice to an enquiry before enrollment. First check/update the enquiry invoice settings that can be found within System/Global Settings > eyenquiries > Invoice Settings. You can update the enquiry invoice prefix, number and suffix, email and pdf settings.
    When opening an enquiry you will notice a new 'Transactions' section on the right-hand side below 'Visits'. Here you can press the '+' button to create an invoice by selecting from your products/services. Send this directly to the parent/carer and simply reopen the invoice from here to reconcile the payment(s) you have received.For a quick way to see all the invoices pending payment or paid and to allocate payments quickly click on the new 'Invoices' button on the enquiry pipeline view. Here you will see a '+' button against each invoice that is approved and pending payment. We have also added filters to the top left corner to narrow down your list as required. 
    Once a child has been enrolled you can navigate to their enquiry invoice/payment history by selecting this icon on their profile in the top right corner.
    Keep an eye out for further updates coming soon where we will be updating reports, the dashboard and payment options.


Enhancements

  • More fields have been made customisable on the registration/child profile form within global or system settings > eyenquiries > Registration/Child Profile Form Setup. Some of these fields are profile photo, school details, dietary requirements, allergies, intolerances, preferences and many more.