New takeover feature and account management module
More good news on the ACI Sky front. The latest updates to ACI Sky include added functionality to the accounting module as well as a report “takeover” feature in the forms module. Below is a brief summary of these new enhancements. Stay tuned as we’ve got a lot more in the works!
If you’re working with a team, or you prefer to have a million browser tabs open, we added a handy new feature that will allow you to take control of an open report. This takeover function protects your data from being overwritten by you or another user. Here’s how it works.
Scenario: You have 4 appointments today, so you prep your Sky Reports with basic order information and hit the road. When you return to the office, you launch a new tab in your browser and attempt to open a report even though you already have that report open in another tab. Not to worry – ACI Sky will protect your data with a new prompt that notifies Sky to stop auto-saving the original file and continue working in the new tab.
Sky’s new accounting module is clean and easy to use. ACI Sky includes the standard office management tools you’ll need to run your appraisal business. This current release provides the office manager with the ability to generate invoices, post payments, and manage accounts receivable in the cloud, from anywhere!
The Accounting dashboard displays the current balance for orders with an amount due, delivered orders awaiting payment, and paid orders. Unpaid balances are listed per client name and code. Click the Actions drop-down to print invoices and post payments.
The accounting section allows users to “Add” and “Edit” both clients and appraisers via the Clients and Staff tabs. You can add individual members by selecting the green “New Client” or “New Staff Member” button accordingly. A bulk upload option is also supported by importing a CSV file to the data table. Clients and Staff Members added to this section will be available when entering a new order for quick selection.