June 20 - Amilia News Report

 

 

 

Noteworthy Improvements

"A noteworthy improvement is a small change or improvement that make a big difference on the platform."

  • E-checks and Credit card failed payments

You can now receive notification whenever there are e-checks or credit card payments that failed. 

How to do it

  1. Go to Account > Options 
  2. Scroll down until Notifications 
  3. Enter your email you wish to receive the notification in the field Failed payments.

 

  • New Account receivable report 

On the new accounts receivable report the current balance column will now show the currents balances as of the date selected. 

 

  • Failed payments description 

There is a column in the client billing account that shows the reason why a payment has been declined for both e-checks and credit card.

 

  • Private URL for activities and programs

You can now create a private URL for activities and programs and send it to specific clients if you desire.  

How to do it:

  1. Create an activity 
  2. Save it
  3. Re-open you activity (make sure you under the edit mode)
  4. Scroll down until you see Secret link

 

  • Kill characters limit when emailing a participant 

We have killed the characters limit when you are sending email from the activity tab from the operation menu. 

How to do it

  1. Under the activity tab
  2. Click on the operation menu 
  3. Send an email to participants 

 

  • Contract fees

We are aware that big contract can be created through Amilia this is why there is a maximum of 10$ fees by contract

 

  • Google sign-on 

Clients are now able to sign-in with their Google's information. 

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