This update encompasses two changes to the software: 1. the accounting e-mail address has been expanded to allow comma separated e-mails and 2. the records manager has an updated document viewer.
Multiple Accounting E-mails
You can save multiple e-mail addresses within the accounting e-mail field for the business. Only administrators have access to this field.
The first e-mail address in the list will be visible for payments receipts, invoices, and pay slips. Additional e-mail addresses will not be listed/visible on the aforementioned documents.
All e-mail addresses found within the accounting e-mail field will be Bcc'd when an e-mail is sent. This means all accounting e-mails will receive a "blind carbon copy" of the generated document.
You may want to have multiple accounting e-mails for storage purposes or for integrating with 3rd party vendors.
You can find this field at SETTINGS > SETTINGS from the main menu.
New Records Manager Document Viewer
This update affects Trial and Enterprise accounts only. If you do not have one of these account types you are not impacted in any way.
The records manager has a document viewer now. From the client's records page or the record view page, electronic records are viewed from a document viewer. There is no need to download any records prior to viewing them. Simply click on the hyperlink for the record and it will be made available on the screen in a modal window.
In the event the record extension is not recognized the document viewer will attempt to open the record in an iframe or prompt you to download the record.
To date the document viewer is able to open videos, images, text files, word and PDF files. If you are unable to view a document please notify support and provide us the unique record id for the electronic file(s). We will do our best to determine if special instructions are required to open the file. This will have priority and will be investigated right away.
The document viewer has been added to all user accounts. You can access the records manager by navigating to CLIENTS > RECORDS MANAGER from the main menu.
If you have any questions, please contact support at mail@bizstim.com.
Sincerely,
The Bizstim Team
