Bank statement updates

resents bank statements a little differently in accounting info → statements and transactions. Manual import of bank statements also works a little differently, in accounting tasks → import statements. Also in that section, you can now add single transactions to bank accounts directly (no need to construct a CSV for occasional transactions). Financial year is no longer necessarily aligned with calendar month. Read More…

New form: invoice

Complementing the introduction of trading documents (invoices, purchase orders and quotations), Cameo now includes a form type, invoice, for customer’s to access those documents using a personalised link. The link is typically emailed as part of sending an invoice quotation or purchase order. The new form type can be used for any or all of these: * See a summary of the document *
Download a PDF of the document for the customer’s records * Pay an invoice (e.g. by credit card) * Mark an invoice as paid, add an interim transaction to account for the payment, and send a notification to that effect * Accept a quotation (and send a notification to let you know) Read More…

Scheduling and reporting event bookings

Cameo has several new features for scheduling and reporting on event bookings: * each occurrence of an event now has a date box to choose when the event automatically becomes available for booking; * you can now choose later bookings as a ticket type in an event’s price plan, so that it is only offered in the booking form on or after the date you choose; * the daily report of new event bookings (sent as a reminder message) now includes a summary of all bookings to date for live events Read More…