You can already track your expenses in FO.. what about your incomes?

06/03/2015

income_logo
 
Once again we would like to show you some of the upcoming modules and features in the 3.2 version!
 
We already have an Expenses Module where to track all of the expenses from a project, client, department or from any other level.
 
What we were missing though is where to track the incomes… so here we are! We would like to introduce you to the new Incomes Module!!
 

What may I do with it?

 
You can now create Invoices, Credit Notes or other legal documents so that they can be printed, and most importantly, they can be tracked!
 

Why would it help me?

 
Well, there are several reasons, but the main ones would be:
 
1- For starters, it will be much easier and faster for your colleagues in the Administration Department to work on these legal documents, allowing them to save lots of time here and dedicate this surplus somewhere else.
 
2- Eventually, it will also be possible to compare the incomes with the expenses, and then calculate the profitability of a given project or client. Forecasting profitability should be quite simple too.
 
3- It is no secret that many organizations with a large database of active clients are having a hard time keeping track whether their clients are up to date with their payments or not, but this way, it will be really easy. You would only need to filter the invoices by those which are still Pending
 

Great! I like the sound of that!! How do you plan to make this work in different countries though?

 
That is a good question! Invoices, Credit Notes and other legal documents usually are completely different around the world, and given that Feng Office is used worldwide, we had to work on a flexible system.
By flexible we mean that one can set up different taxes, be it in percentages or fixed amounts. We have also taken into account the scenario for when they are updated in time (ie: if the VAT is 10% one year and the following year changes to 11%)
taxes
You can also set up different kinds of copies, different kinds of legal documents, and last but not least, different notebooks with their corresponding series and document identification:
notebooks
 

Ok, what if I have recurrent payments? Can I automate this somehow?

 
Indeed! This module is even more helpful if you recurrently charge a subscription or other services!!
This means that if you have to charge a client of yours with USD 1000 on the 03/06/2015, and you set up a monthly repetition, you will automatically prepare the invoice for next month so that on the 03/07/2015 you also charge them USD 1000 and you just need to print the invoice and confirm it.
 
Of course if you need to change any detail here, be it the amount, description, or anything else, you can do it.
 

All right! How does it look like then?

 
The “objects”, as we usually call them within Feng Office looks as follows:
invoice example
 
Whereas the preview would look like this:
 
invoice preview
 

How will the invoices look like once they are printed?

 
Once again, great question! For the time being, we simply have one standard design to print them and no manual way to change it.
 
This means that you can either adjust your documents to this design, or, good news is that this can also be solved somehow else, so please feel to contact us for further information.
 

Fantastic! How do I get it?

 
You may contact your Account Executive or the rest of the Team to enable the module.
 
In the meantime, you can try it out in our demo with sample data and read more about it in this article.
 
Comments below are greatly welcome, or feel free to if you prefer so.
 
 
Note: This feature is available for the Enterprise Edition only.
 
 

Non-working days

05/29/2015

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The new 3.2 version of Feng Office is almost there, so we wanted to share some of the new improvements with you, starting with the non-working days management!
 

What do you mean by non-working days?

Some companies work from Monday to Friday, others from Monday to Saturday, others from Sunday to Thursday, and some of them operate 24/7.
 
In addition.. there are extra non working days because of National Holidays or Bank Holidays. Some companies even have a Company Holiday!
 
Chances are that you feel related, but, worry no more! We have the right answer for this!
 
Basically speaking, you can you set up which are your working days, and this information will be taken into account when running a template or pushing tasks.
 

Awesome!How do I set them up?

In the Administration Panel you just need to input two things:
 
1- Your working days:
 
working_days
 
2- Your holidays:
new_non_working_day
 

Done! Now what?

Voilá Next time you push a task or you create a template, the tasks will not fall on those days, and the float time of the tasks will be taken into account.
 
For instance: Lets say a task is 4 days long, and that Saturday and Sunday are non working days.
Now.. if the task happens to start on a Friday, if non working days were not taken into account, the Due date would be on Monday. However, since they should be taken, the right Due Date would actually be on Wednesday!
 
 
If you would like to read further information about this feature, you can always have a look at
this article.
 
Comments below are greatly welcome, or feel free to privately contact us if you prefer so.
 
 
Note: This feature is available for the Professional and Enterprise Editions only
 
 

Feng 3.1 improvements for Professional & Enterprise Editions only!

03/18/2015

 
In our previous article we mentioned that we would cover the new features that have been exclusively added for the Professional & Enterprise Edition, so here we are!
 

Pushing tasks forward?

Ideally speaking one would not have to reallocate resources, set new deadlines and move around all of the carefully planned tasks. However, this usually is not the scenario that most Managers experience, and tasks inevitably have to be moved forward from time to time!
 
If you are familiar with this situation, we have great news! There is a new helpful feature we have built that will save you lots of time whenever this happens as you would simply need to input how many days and/or hours you would like to push your tasks forward.. and voila!
 
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Do notice this doesn’t automatically push forward subtasks and dependencies as many could find this confusing, but you can select as many tasks and subtasks as you want and “mass push” them in one go.
 

Are you one of those wishing for more flexibility in the Status formulas?

Feng Office lets you manage Projects’, Clients’ and Prospects’ statuses. One can do so manually or through automatic formulas to make things easier and faster.
 
What has been improved here is the possibility to:
1- Select multiple conditions to configure the status such as here:
Selection_091
 
2- For each new Project, Client or Prospect, you can now decide whether you want to manage them manually or automatically (in the past it was one way or the other for everything)
 
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Would it not be faster to have contacts created whenever you add a new Client or Prospect into the system?

Most definitely! That is why from now on, you can choose whether you want to create a new contact – be it a person or an organization – with the information you are already inputting so that you do not have to do it twice.
 
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Do you ever wonder whether documents could be shown differently?

Until now when listing documents in Feng Office, one would have to get used to our way of showing information. What we mean is that if you have a folder “A” with subfolders, whenever you stand on “A”, you would then not only see documents that belong there, but also documents that belong to its subfolders, unlike the traditional view in Operating Systems.
 
We believe our way is usually more helpful, but sometimes it isn’t. Therefore we worked on a new configuration option which lets you choose whether you have one view or the other!!
 
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Do you have colleagues who should have the permission to add new Projects but who should not be allowed to edit existing ones?

Depending on how you run your business or organization, sometimes you want your colleagues to access some clients, projects or other users, but not have the ability to edit them. At the same time, you may also wish for there to be a special permission that allows your team members to edit some of them, but not all, and also to add child nodes (be it a folder, client, project, etc.).
Well, we took these situations into consideration and from now on there is a whole new level of permissions, making the system even more flexible than before!!
 
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Would it not be great to know if my emails are being opened?

Yes!? We would love that too! That way one can know whether emails are being caught up in our recipients’ spam folders and not opened, or when working on a customer acquisition campaign you would want to analyze which subjects worked out and which ones did not.
 
Good news is that we have already released a prototype of this feature showing how many times the email has been opened, the IP address of the person who opened the email and when they did so! However, please bear in mind it is not yet fully compatible with all of the email servers out there.
 
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If you are still using the Community Edition and would like to know further about the differences among the Community, Professional and Enterprise Editions, feel free to contact us for further details.
 
Comments below are welcome too of course!