✏️ Editing invoices & automatic quotes 🚀
If you use incentive invoices and need a quote prior to submitting an invoice to AP, the process has now been automated 🚀 Starting today, when you request an invoice you can specify a quote:
Then after you've received a PO, any account owner or admin can now edit the invoice to add the PO, turn off the quote mode, and download the invoice PDF. Head back to account >> billing >> invoices and click the new orange edit pencil icon on any invoice:
You can then edit the memo, PO, and toggle quote off. If you need to get the updated invoice PDF the final step is to simply download the PDF.
SMS Reminders: MORE POWER
One of the unsung heroes of scheduling is the SMS reminder. It's a popular feature that leads to higher show rates, now with a 750 character limit, line breaks that display great on most phones, and is compatible with [Location] so your participants can click right on a Zoom link or anything else you use for scheduled sessions right from their text message.
Beware that older phones and certain carriers will break up longer text messages into multiple messages, but mostly they should look exactly how you compose them:
MORE Required Questions
You can now make pretty much any question required in your screener 🎉. Anything from a qualifying question to a drill down to closed-ended questions like checkboxes can now include the required option:
The notable questions that cannot be required are scheduling and opinion scale. You can also customize the alert language to be localized to your screener language so that the words that show in an error state match your tone or language:
Identity Verification on Virtual Cards
We’ve recently become aware of new identity requirements for global virtual Visa cards. Due to increasingly strict international law governing money transfers, as of May 3, 2021, recipients in EUR, GBP, AUD and JPY will be asked to verify their identity before they can activate and use their cards. This may include:
- Date of Birth
- Driver’s License Number (or other identifying document like a Passport, ID Card, etc.)
- Proof of Address (Utility bill, mortgage/rent bill, etc.)
Please be assured this new verification follows strict privacy and security guidelines, and is fully GDPR compliant.
Screener Editing Improvements ⚡️
If your screener has multiple pages, we've made it a lot easier and faster to move a question to a new page, or re-order pages. Previously, you had to drag questions to a new page one by one. That got pretty tedious for large number of pages and/or questions. Hope you find this improvement a big time saver!
Better Options
On the invite, questions, and thanks pages of screener editing, you'll now see a consistent options box on the right with quick access to the options for that step. If you have localized text labels. please note they are now in the Customize Text Labels
Removing Master and Owner Language
As part of an ongoing attempt to remove divisive terminology, Master Calendar (Enterprise-Only) is now called Combined Calendar. Additionally, each Screener does not have an Owner anymore, but instead has a Lead, in the sense of a project or study lead. Lastly, gender in a binary sense used to appear based on a first name algorithm, and that has also been entirely removed from the application.