Recent Updates - Qbil Software

Recent updates and changes in Qbil-Trade software

Some of you have probably noticed it, but some of you may have missed it. That is why we would like to highlight a few recent changes in Qbil-Trade.

Any questions? Please contact our Customer Department.

They are happy to help you!

Acceptance environment becomes test environment

As of today, acceptance environments have a new web address: *.test.qbiltrade.com. This change was made mainly for two reasons:

It makes creating new environments faster and easier
It’s easier to remember (and understand) from our users’ point of view.

How do you get to the new test environment?

Old url: https://demo-acceptatie.qbiltrade.com. Now becomes: https://demo.test.qbiltrade.com, In other words: https://yourcompanyname.test.qbiltrade.com

Search screens / Overview screens

Previously, you could only sort on the results displayed on the screen. With the next update you can search and sort all results.
From now on we only show 2 years of history in the overview or search screens by default. If you want to see the full history, click on the all data button (top right of the screen)
Soon there will be a page forward and page backward button installed at the bottom of the page in the search overviews of contracts and orders. So you can scroll faster through the results.

And further…

Multiple brokers / brokers on one contract (line)

Currently only one broker can be added per contract (line). With the next update it is possible to add multiple brokers per contract.Note: this only applies to clients who have the broker module. This function is not enabled by default. Please contact support.

Share a link to contracts

It is now possible to share direct links to contracts, calls, parties, etc. with your colleagues.

INFORMATION ABOUT PREVIOUS UPDATES:

Relations screen: new layout, more overview

The former screen was very long and therefore less clear. That is why we have divided the screen into tabs.

The new layout also offers us the opportunity to implement new requirements more easily.

Root data: subsidiary

In the root data of the subsidiary, it is now possible to enter an e-mail address and then link documents to it.

So based on the example on the right (click on image for enlargement)…. Every sales invoice is addressed to Mark, Mark is in the cc of every quotation and in bcc of every purchase contract.

In this same screen, attachments can also be linked to certain documents:

So suppose I always want to send the standard terms and conditions with the sales contract…. Then I first add the terms and conditions and then this can be linked. This is now also possible in the master data of the trade conditions. Then an attachment will be sent based on this condition.

Updates Qbil Trade

As soon as you log in to Qbil-Trade you will see a pop-up screen that the latest software update has been installed.

By clicking on the button you will be directed to the ‘status page’ and you will see which changes have been made to Qbil-Trade.

Settings menu

This information can also be found via the settings menu on the right side of the screen, menu item: release master@v2021.x.x.

Some updates will be further detailed through our newsletters and our website. In the future we want to realize this within the Qbil-Trade environment.

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