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Insights and Updates: Navigating the Future of Service Management
Financial Management
Insights and Updates: Navigating the Future of Service Management
A Financial ID field has been added to Invoices to enter the unique identifier by which the invoice is known in the financial system.
Organizations can now relate billable events in Xurrent directly to their invoicing tool, using billing identifiers.
It is now possible to relate service offerings to an effort class, directly from the ‘Effort Class’ section of the Settings console.
To make billing easier for MSPs, it is now possible to relate effort classes to a specific service offering.
Organizations in Chile can enter and report on financial amounts in their own currency, as the Chilean Peso is now supported.
The official currency of Oman has just been added; the Omani Rial. At this moment, 38 currencies are supported within Xurrent.
To simplify the work of the financial manager, the value from the Invoice date is now automatically copied to the Amortization start field.
When copying and pasting amounts into Xurrent forms, invalid characters are now automatically stripped from the copied string.
A new 'Updates' column has now been added to the ‘Current Usage’ view, presenting the number of updates made per user in the current month.
The amount shown in the ‘Invoices’ section of a CI is now calculated as the total amount of the invoice divided by the quantity of items.
When creating an invoice for multiple configuration items, it is now required that these CIs are all of the same product.
Two new reports have been added to the ‘Reports’ section of the Analytics console: ‘Service Cost’ and ‘Service Cost by Service’.
New filter options were added to the ‘Invoices’ view, making it possible to, for example, find a configuration item based on a PO number.
Now that invoices can be created directly from other record types, several improvements have been made to the Invoice form.
A person with the Financial Manager role can now also import the financial information of those record types.
The Financial Manager role has now been given the rights needed to read and update the value in the Cost per hour field of skill pools.
As time records are important in tracking the total costs of a service, financial managers can now access the time entry data reports.
Whenever an action is about to be taken in Xurrent that creates a billable user, a warning message is now displayed.
Financial managers can now add new invoices from projects, changes, contracts, SLAs or FLSAs.
Depending on which record type a financial manager selects to link an invoice with, the Supplier field can now be determined automatically.
Project, change and release managers are now able to see the time that their colleagues spent on the on the work they coordinate.