Uku and Xero Integration is Now Better Than Ever
Here are the fresh Uku updates from February.
New
Xero integration – Uku can automatically check Xero for invoices’ paid status and update invoices in Uku accordingly.
Report – View time entry gaps and overlaps of another team member.
Clients – Birthdays are essential and are now back as a contact field.
Emails – Task due date placeholder in emails now fully supports international date formats.
Companies House – Updating UK clients’ data from Companies House as part of importing them from an integration fills and updates all possible fields.
Client Portal – Preview client portal now also creates an example introduction task to convey the client portal experience.
Custom fields – Client and contact fields related to specific apps become visible upon activating the app and become hidden when deactivated.
Tasks – Set up one-time template tasks and create new tasks from these templates.
Menu – Save your preferred default view under any menu item to customise what you want to see when opening up, e.g. Client or Billing.
Projects – Save members in project fields as task assignees.
Web App – Save Uku as an app with Google Chrome and use it without a browser.
Improvements
Integrations – Importing from integration remembers which clients you ignored and offers to ignore them in the future.
Integrations – Errors during background import of entries, documents or invoices from integrations now result in notifications sent to the client’s default member.
Integrations – Updated client import from Merit to play along with the latest changes in Merit
Integrations – Connecting a single client to Merit now correctly shows the integration as valid and active
Notifications – Temporarily hide sticky notifications.
Projects – When changing the project’s client, its tasks will also get moved under the new client
Emails – Automated email no longer sends when you update tasks where the trigger condition is in the past.
Calendar – Vacations/leaves of inactive team members no longer appear in the calendar.
Clients – Mandatory client/contact fields are now highlighted with an asterisk when adding or editing a client.
Clients – Uku now shows a warning when adding an existing client.
Billing – Improved user experience of VAT code/rate selection for a product or service.
Billing – Updating invoice status from integration can be used even for future invoices.
Billing – Uku now generates all needed invoices of a client contract that has had its recurrence changed
Billing – Customising a product for a client automatically opens it for price changes as well.
Billing – Fixed an issue where importing products from e-conomic or Xero resulted in some duplicate product prices.