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NEW FEATURES / UPDATES / MODULES
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VERSION 4.9
Redesigned Invoice Module
We've redesigned the invoice module to make it as easy
as possible to quickly create, modify, and send invoices
to your customers. We've consolidated all of the editable
invoice fields onto a single page so you can see how changing
data will affect the end state of your invoice. Add, edit, and
remove line items, change the recurring status, add shipping costs,
taxes and previous payment amounts all on the same page with a click
of the mouse!
Redesigned Company Calendar
We've redesigned the calendar so that you and your staff can track
company holidays, vacation, and schedule meetings or appointments
by simply clicking the day and adding the event. The meetings you
schedule will automatically remind all of the attendees of the event
and schools can send weather alerts to all of their families with one
click of the mouse!
Coming Soon! The Visual User Guide
We are updating our user guide with video clips that will show you and
your users how to take advantage of all of our modules quickly and
effectively!
Also Coming Soon! Custom Billing Plans
This module will give you the ability to design a custom billing plan
for your customer. Set the line items, total, number of payments,
recurring frequency and much more to tailor a plan for your customer.
Then simply assign it to your customer along with the start date and
let etransactus take over! If you have subscribed to a payment gateway,
all you have to do is watch your payments flow into your bank account!
Thank you for choosing e-suite and remember we are here to help. If you
are experiencing any problems or have any questions, feel free to contact us
at support@etransactus.com or at
(973) 387-5537.
As always your feedback is important to us as it helps us make our solution even
better. So keep the comments coming to
feedback@etransactus.com!
Regards,
Customer Support
support@etransactus.com
www.etransactus.com
223 Stiger Street
Hackettstown, NJ 07840
Tel. (973) 387-5537
Tel. (866) 680-8017
VERSION 4.8
Security Upgrade
This latest upgrade contains hardware and software
security patches to ensure the protection of all of your data.
We look forward to continuing to bring you the best business management
tools delivered via the internet. We thank you for your continued support!
VERSION 4.7
Appointment Calendar
We've added an appointment calendar to make it easy for you to coordinate
meetings between you and your staff members, suppliers, or customers! It's
simple to use! Select your attendees from our easy-to-reference recipient list,
choose the start time and duration and fill out the meeting description! Activate
the reminder option and etransactus will send out email reminders to all of the
meeting's recipients. Yet another function we've added to make running your business
as easy as a click of the mouse!
VERSION 4.6
Collateral Module Re-Design
etransactus has been listening and as a result of your feedback
has redesigned all of the collateral modules including Estimates,
Expenses, Invoices, Purchase Orders, and Prospects. We've made it
even easier for you to manage your data from beginning to end. No
more line item limits on your Estimates, Invoices, and Purchase
Orders! Now it's even easier to edit your collateral when you make
a mistake. Need to change the recurring status on an invoice? Simply
navigate to the recurring tab and choose the desired recurring option.
It's so simple and we thank each and every one of you for your valuable
input!
VERSION 4.5
Hide the Module List when Users Login
1. Log into your account as the administrator or a user who has permissions to make
account changes
2. Click on "Configure" Tab at the top of the page
3. Check off “Do Not Show My Users The Module List When They Login”
4. Click “Update” to save
Business Templates
etransactus is beginning a new program called
Business Templates! You can choose the type of business that best
describes your company and the site will be customized via a template
that inherits your business type attributes. The verbiage on the site will
speak to your business as well as the collateral you send to your
clients. We've started the program with the Real Estate sector but
in the coming months, we will expand the program to include the businesses
that use our service the most. So stay tuned to see if your business class
is next in line! And if you have suggestions or would like to define a
template for your business, simply email your suggestions to
support@etransactus.com and our development group will work towards implementing your concept!
VERSION 4.4
Late Payment Fees
Clients still paying late? Now you have the
ability to add a late fee to all of your invoices. Simply navigate
to your client module, select a client, and fill in the values for
"Late Fee" and "Grace Period". The Late Fee that you charge will
automatically be added to the invoice when the grace period has
exceeded the invoice payment due date! It's that simple!
VERSION 4.3
New Marketing Ad Canvass
We've given you a more powerful tool to craft marketing ads to your
clients! With the new Marketing Ad Canvass, you can copy and paste
rich text and graphics to help you send professional looking email
ads to your client base. And it's simple to mass mail to your clients
with our easy-to-use recipient list letting you select all of your
clients with one click of the mouse!
VERSION 4.2
Change your default footer text on Estimates, Invoices, and Purchase Orders!
Now you can customize the message you want to send to your clients on your
Estimates, Invoices, and Purchase Orders! It's easy...just login as the
administrator of the account, go to the "My Account" tab and replace the
default message with your new message (up to 255 characters) and click the
"Update" button!
We have also made improvements to our recurring billing functionality in this
release. We want you to know that we are constantly working to provide you with
the best service possible! Always!
VERSION 4.1
Flexible Timesheets
The new Timesheet module provides you with more flexibility! Add as many
entries as you need to accurately report your time! Supports fractional
hours and allows for your administrator to create one invoice based on multiple
timesheets!
VERSION 4.0
Export your financial transactions to Quicken and MS Money!
Now you can export your financial transactions in .QIF format making it easier for
you to reconcile all of your financial transactions! It's simple to use! Just
select a date range, click export, save the file to your pc and use a desktop
accounting program (Quicken/MS Money) that has .QIF import functionality. One
more tool from us to you to make managing your business a snap!
Exporting Data to MS Money/Quicken (Versions 1999 and Later)
1. Log into your account as the administrator
2. Click on the "My Account" tab on the navigation bar
3. Click on the "Export My Data" link
4. Select a valid data range using the "From" and "To" fields
5. Click on the "Export" button
6. Save file "Transactions{date}.qif" to your local machine
(You may want to save to your desktop so that you can easily find this file)
7. Open MS Money/Quicken (Versions 1999 and later)
8. Select the fle containing your exported financial transactions
9. Select Import
10. Select .QIF Format
11. For "QIF file to import", enter the location of the file "Transactions{date}.qif"
(If not sure of the location click on browse and locate the file)
For Quicken Users
12. For Quicken Account to Import into, select the account from the drop down menu
13. For "Include in Import", check off "Transactions"
14. Click "OK"
15. A Screen will pop up and tell you that the ___ of records have been imported
16. Open up the account selected
17. Bottom half of screen you will see a list of records imported
18. You can select one record at time by clicking on "Accept" or Accept all records
by clicking on "Accept All"
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