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We remind you that if you have chosen to use a customized series for quotations, bookings, invoices and credit notes, it is necessary to configure the personalized series also for the new year.

This guide will make it easier for you Manage numerical series

New software version released to unleash the full potential of Sengerio invoicing!

The first new item is that you can issue an invoice even before the trip confirmation, based on the quotation. For example, you can issue a PRO FORMA invoice for a quotation with the request for payment with a credit card; when you receive the customer’s payment, you change the PRO FORMA into a tax invoice, confirm the trip and at that point, you can send the customer the booking confirmation together with the invoice. An excellent transportation service starts before the trip!

The new layout of the invoice document brings a wave of freshness and makes it very readable.

There are no longer restrictions on the number of invoices that you can issue for a trip. The only condition is that the trip must be not yet invoiced or partially invoiced.

The new criterion that defines the status of invoicing of a trip is the comparison between the net amount of the trip and the net amount invoiced, determined from the sum of the invoices issued for the trip. A trip will be completely invoiced if the net invoiced amount is equal to or greater than that of the trip.

A trip completely invoiced can be modified by adding, for example, a supplement for an extra service with respect to that estimated, and at this point the status of the invoicing of the trip changes to Partially invoiced to allow the issue of a new invoice balance.

The references of the invoices issued for the trip and relative payment status are clearly visible in the travel form. The same applies to the suppliers’ invoices registered for the trip and for the new sub-contractor Customer invoices.

For the trips outside the country that require the invoice with the criterion of the territory, the territorial distribution is defined directly as a new price of the type Abroad.

Registration of the supplier invoice was simplified, eliminating groupings.

The limit that did not allow duplication of an invoice connected to a trip has been outmoded. Now you can duplicate and issue a new invoice for the same trip but on the condition that it is partially invoiced.

The new registration function of the cancellation of the invoicing on the trip allows you to re-invoice a trip for which a credit note was issued.

And you will discover many other interesting details using Sengerio’s new invoicing!

Read the ​invoicing guide​.

The latest update of Sengerio​​ increases the user control in the assignment flow. 

For a complete overview of operational communications to the drivers, the new version of the list also shows the assignments without a vehicle. But in order to avoid inefficiencies, the system allows the generation of operational communications only for shifts fully covered with driver and vehicle.

To have greater flexibility in the assignment of pre-assigned vehicles/drivers, the latest update of Sengerio suggests the pre-assigned driver to you in the list of available vehicles and vice versa, the pre-assigned vehicle in the list of available drivers. Therefore, the pre-assigned resources become two-way! 

In this way, the user can choose with a single click whether to accept the suggestion or choose an alternative driver or vehicle. Where before the automatic assignment did not allow the choice of pre-assigned resources for additional shifts, now this limitation has also been overcome.

Despite this period, we at Sengerio have never stopped and have prepared a long list of software updates.

​​
Convert quotation to booking: the life cycle of a quote has been simplified. In fact, a trip that starts as a quote becomes a confirmed booking when it is accepted and therefore confirmed. So you no longer have to manage the quote and booking as two separate entities, because it is all together and you just have to see the travel logs to know everything that has happened. By clicking on the clock icon in the trip status you can clearly see when it was changed from quote to booking.

Quick search: the quick search tool that you find at the top left of the Sengerio toolbar allows you to search through all your trips with a single stroke, whether they are requests for a quote, quotes or bookings.

Message list: the list includes the Pending messages that were previously shown in the bell. The red speech balloon in the top menu notifies you when there are new messages received. Unread messages are written in bold. In the message list you can easily filter the pending messages waiting for an operation by the user.

The network becomes private more than ever: to invite a company to join your private network, it is necessary to send the request to the business partner with his private Account code.

Activity statement: improved function to print the activity statement sheets for CE 561 regulation, which is now found in the main menu of the Scheduler or All-in-one app. The list now shows all the commitments of all the drivers for which it is possible to print the activity sheet with the date of the last print, relative to the chosen period.

Sharing of assignments with drivers and suppliers: the possibility of filtering the assignments still to be shared by period has been introduced.

Generation of the link for requests for quotation from the website: the function is found in the quotations list menu. To generate the new link, the sub-domain for your company must be configured on your Sengerio account.

Request for quotations from the site: the interface has been improved and the flow for the customer has been simplified.

Agenda preferences: there is no longer the choice of suppliers for which to choose whether to share the service immediately or not. All services assigned to suppliers must also be shared through the sharing tool.

Agenda: the services which started in the previous days but which also involve the day being viewed are also displayed by default.

Operational communications: the list has been improved, and two clear buttons have been introduced to print or send by email. For each operational communication, it is possible to click on the communication date to see the details of the documents generated and it is possible to copy the link relating to the document, which can be sent via SMS or WhatsApp. The button to send the operational document via SMS has been removed.

Driver Scheduler: the segments of the Assistant-type hires are colored differently from those of the Driver shifts, in order to make them more recognizable.

Details of the vehicle and of the drivers directly in booking: to see the vehicle license plate or the telephone of the driver assigned to any service on the fly, just enter the booking and go to the operating tab. This information is also visible when you give a service to the supplier, connected through Sengerio, in which case you see the details of the resources assigned by the supplier.

Management of requests for quotations from the site: find all requests by going to the list of Messages received. The request form has the "Quote" button at the top left.

Application of the rate table: In the estimate or in the booking, to apply a rate table price, you must click on "Show rate table" in the tab "Prices."

Notifications and warnings: in general, whenever there is new information relating to the activities or the expirations of a vehicle / driver, a simple red dot is displayed corresponding to the relative menu item rather than the expirations of the options.

Quote document and booking document: the default layout has been graphically improved and the choice of options relating to the elements to be shown in the document has been simplified.

Team for the lines: even the Journeys of a line can now be associated with the individual teams of users, as is already the case for quotations and bookings.

Scheduler printing: improved driver and vehicle scheduler printing with the option to print only the assigned duties.

Scheduler Vehicles and Drivers: the scheduler grid also displays the services assigned to inactive vehicles or human resources.

Sengerio’s bulletin board provides a virtual space ☕  for sharing information with the entire team. In addition to messages, now we have added the section to share files!

For example, you can share files that contain shift information with drivers and even pickup signs that have the names of the clients who frequently book.
You can also choose to upload shared files while keeping them invisible to drivers.

Sengerio’s latest updates offer 💪 enhanced features for filtering information within lists thanks to the new advanced search tools.

🕵️‍♂️ Now you can manage the information of your lists with more flexibility!

The new version of filters is easier to use also on tablets, and allows you to carry out advanced searches, such as excluding a certain value. For example, you can decide to select all the booking of a specific day while excluding those of a specific customer.

In addition, you can choose to order the list information by selecting up to three columns and their respective priority. ​For example, you can choose to order the invoices like so; the client, the document date, and the invoice number.​

With the Connect function located within each booking, you can link two or more bookings.

You can use this function for several reasons, such as when you need to divide🪓 a booking in two in order to assign one to Supplier A 🚐 and the other to Supplier B 🚌.

Alternatively, if you have a booking for 80 passengers and you want to offer a service with a 50 seater vehicle and another 30 seater vehicle, divide the booking in two and then use the Connect function to link them together.

Or you could simply be the official supplier of a huge event with lots of vehicles for a variety of services and want to link all your bookings together for the event!
For the rest, let your imagination run wild!

💵 We have a lot of new developments coming your way with regards to online payments. In the meantime, take note that the function to register payments and the Driver collection notice has been moved from the booking to the invoice. Therefore, all payments can only be recorded in the invoice, but the invoice payment status is still shown in the booking.

This means that it will be necessary to issue an invoice, even a pro forma invoice, in order to notify the driver to collect payments from the client. The driver is still notified as usual via the Driver App or in the Travel document.

🎉
Presenting Sengerio’s latest upgrade: the single thematic Apps.

As Denis says, we’re like the sea... 😀😀 In constant movement!

Who is Denis? A loyal user and supporter of the great Sengerio family.

But let's get to the point: in addition to the traditional platform, which we have renamed Sengerio All-in-One, we now have developed a collection of 6 Apps with the same functions but subdivided by themes.

The aim of this project is to speed up the daily use of our software. By opening each App simultaneously in a separate tab within your browser, it reduces the number of clicks thanks to the absence of sub-menus.

If you love a screen with minimal menu items then try the new Apps and let us know! But if you don't want to change, you can find your Sengerio in the All-in-One version.

We inserted a graphic to clarify the sections of a route. Moreover, it is no longer required to enter the type of route point. Sengerio automatically recognises all the route points as the Pick-up but the final route point as the Drop-off.
In addition, you don’t have to enter the date for intermediate route points anymore. You can simply insert the date for the initial route point and the last of each section.

Manage your Customers and Invoices in Sengerio and see your data reflected on QuickBooks Online immediately. Once you have configured the integration, you will not need to sync data manually anymore between the two systems. 

Go see the new articles in the Knowledge Base to have an overview of the integration link.sengerio.com/quickbooks-online-integration