Emailing a Client's Statement of Account

A "Statement of Account" summarises invoices which have not yet been paid by a client.  It clarifies exactly which invoices are outstanding and the balance due on each.

You can view or send a Statement of Account within Tempo.  Just like an invoice, the statement is PDFed and branded with your logo (assuming you've set your logo up!).

To see this in action, select a contact to view their details and in the menu bar at the top click "Statement of Account".  Clicking the "Email" link will allow you to confirm the required email address before sending.

We will be spicing up the 'contact view' soon with a summery of financial details such as outstanding invoices and total business.  We'll keep you posted!

CRM in Tempo - Recording Contact Notes

Tempo's "Contacts" feature is used to store details of the people you do business with (clients, suppliers and prospects).  We've boosted this with a basic CRM feature (Contact / Customer relationship management).

The new feature enables you to record adhoc notes relating to a contact in chronological order.  So, for example, if you've phoned a client and wanted to record details of the call somewhere - you can now add it to the contact's record within Tempo.

Simple but effective.  If the feature is well used we'l be adding additional CRM features such as 'labels' into Tempo.

Changes to the Add Expense form

Based on valuable feedback we have (hopefully!) improved the interface for adding new expense purchases.

Previously you needed to specify the NET and VAT amount of an expense.  However, given that most receipts have the Gross amount (Net+VAT) as the prominent figure we've updated the entry form to reflect this.

You'll see that the first amount required is the Gross (i.e. total) and then, if there is any VAT to claim, you can specify the VAT amount also.

Let us know what you think...

Automatically get help categorising your purchases

If you can't find a category that is suitable for your purchase item, you can now simply select the top option - '100 - Unknown'.

This will automatically inform Tempo's support team who will code the item for you!

Expenses and Purchase Invoices - Now Merged

In our continuing effort to make Tempo as simple to use and understand as possible we've improved the way Purchase Invoices and Expenses are shown.

Previously these two types of company expenditure have been kept separate and each had their own menu options.  However, the essence of an expense and purchase is the same so we thought we'd bring them under the same roof.  Viewing "purchases" will now list purchase invoices and expenses together.  The only difference is the entry forms which we've not changed.

Hopefully you'll find the system clearer but get in touch with comments.

This is one step towards a much more powerful and graphical reporting interface that we are working on.

Zoom in on your profit and loss report

We've had a live profit and loss statement for a while now but we've recently started jazzing this up to include the ability to drill down into the items on the statement for further analysis.

This extends to Sales, Indirect Costs and Depreciation but will soon be extended to all items.

From the Taxes and Reports section on the main menu select "Profit and Loss".

For advice on how to interpret your P&L feel free to call your Tempo Advisor.