Account transfer cleared dates

A "Transfer Cleared" date has now been added to the bank transfer page.  This is based on feedback from clients who's bank does not do same-day-transfers.

You can now specify what date the funds left the account and what day it arrived into the new account (cleared date).

Bank transfers should be recorded when, for example, you have multiple business bank accounts (e.g. current & savings) and you move funds between these accounts.

Recording your salary payments to employees

If you are running payroll for employees you can (and should) now update Tempo with the date that you made your salary payments.

When viewing payslips (Menu - Recent Payslips) select the check box to the right of the payslip that you've  paid.  Select the date and bank account used then click Save.  This will mark the payslip as paid and update your bank statement on Tempo.

If you've paid more than one Employee on the same date (and using the same business account) you can select more than one payslip at a time.

If you've not paid the full amount for some reason - you can change the amount in the text box before saving.

Viewing Invoice / Expense Payments

Based on feedback we now show the payments (i.e. bank transactions) associated to an invoice on the Invoice Details page.  The same applies to Expenses.

There used to be a link at the top of the 'Invoice details' page 'View Payments'.  This has been replaced by a new section 'Payment Transactions' at the bottom of the page.  Click the 'Show' link to toggle the view of these details.

Emailing Invoices from Tempo

Your PDF sales invoices now can be emailed to your client  from within Tempo.

When viewing your authorised invoice click the new "Email Invoice" near the top of the page.  A pop-up box will allow you to specify the email address.  By default your clients email address is shown but you can email the invoice to any where required.

Soon you'll be able to edit the content of the email but for now a default message is used.  Try emailing an invoice to you own address to see it in action.

New Dashboard!

Finally - we've jazzed up your dashboard.  Your dashboard is the page you see when you first log in to Tempo (or follow the Dashboard link).  The idea of this area is to provide you with a quick overview of relevant information.  For example - recently raised invoices, imminent company events (from your schedule) and quick links for common actions such as raising invoices.

It's pretty simple at the moment but soon we are releasing the feature for you to be able to choose from a list of "widgets" which will be shown on your dashboard.  Hence, it's totally customisable.

We're keep you posted on these developments but for now let us know what you'd like to see on your dashboard.

Adding Users, Directors and Owners

You can now record individuals related to your organisation on Tempo.  For example, if your company has a new director you can add their details and assign them a user account.

You can also create accounts for other individuals who may need access to your records.  For example, you may employ a book keeper to tap in your expenses and so need to provide them with their own login details for Tempo.

From the main menu look for the "Individuals" section.

You may also have noticed the new 'Account' link (top right) this is where you can change your password etc.

Payroll Settings and Adding Employees

You can now add details of your PAYE scheme to Tempo.  Defaults such as payroll frequency and pay-run date can be set up according to your requirements.  In the main menu look for "Payroll Settings".

From here you can also add 'Individuals' as employees and set their salary levels.  We are still working on areas such as P46 etc but this will be released soon....