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February 2024

Improvement in Xero integration

Maria Müürsepp avatar
Written by Maria Müürsepp
Updated over 10 months ago

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.

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