🎉 We are thrilled to announce the addition of a game-changing feature to our expense management section - Mileage Tracking!
With Mileage Tracking, you can now easily track the distance you travel for business purposes within Agiled 🚗.
Simply turn on the switch labeled "Include distance" when creating/editing an expense and add the necessary details, and Agiled will automatically calculate and add the mileage to your expense.
Gone are the days of manually tracking your business miles and keeping track of receipts. With Agiled's Mileage Tracking, all the information you need is in one place, accessible, and organized.
We understand the importance of accurate and detailed expenses, and this new feature is designed to make it even easier for you and your team to manage your expenses.
Agiled just got a whole lot cooler with the introduction of our new Bulk Expense Feature!
This feature is going to change the game when it comes to managing expenses.
Here's how you can access the feature:
With this feature, you can add multiple expenses at once, making it easier for you to keep track of all your expenses.
It's perfect for when you have a lot of expenses to add at once or when you're in a rush.
We are super excited to announce that we have updated our Invoices and Estimates creation experience to make it even easier for you to create and send invoices and estimates.
With this update, you no longer have to click on the "choose from products" button to select a product. We have completely removed it and will now automatically suggest products to you when you try to add a line item. 🚀
In addition to this, we have also made improvements to the user interface, removing extra buttons and clicks to make the experience even smoother for you.🛠️
We are constantly working on improving Agiled, and we hope this update will make your experience with invoices and estimates efficient and enjoyable.
We are super excited to announce another update to Agiled that will make creating new forms as easy as copying and pasting (but way cooler).
With this update, you can now clone forms with just a few clicks, making it easy to create new forms without starting from scratch 🚀
We've also added a Form Lock Feature, which ensures that your form becomes read-only once you've received a submission. This means that you can be sure that your forms are safe from accidental edits and loss of submissions.
To clone a form,
We hope these updates will make your Agiled experience smoother and more efficient.
With this update, you will now be able to assign invoices and estimates to specific sales agents.
This will allow for more efficient tracking of sales and better management of financial operations. Each sales agent will only have access to invoices and estimates that are relevant to their specific sales efforts and assigned to them.
In addition, your team members can now create their own invoices and estimates, giving them more ownership and control over their sales. This will empower them to manage their sales more effectively, streamlining the entire process 🤩
Previously, in order to access invoices, team members had to have the "View Invoices" permission turned on, which granted them access to all invoices in the system. However, with this update, if the "View Invoices" and "View Estimates" permissions are turned off for a team member, they will only be able to view invoices and estimates that are assigned to them or that they are the owner of. If these permissions are turned on, they will have access to all invoices and estimates in the account.
This new feature allows for more control over the financial aspect of your business, helping you keep track of your team's sales and financial operations.
You can assign the invoice or estimate to a sales agent from the settings panel on the right when creating/editing an invoice or estimate.