The setup guide and the new Invoices page
New institutions now start with a step-by-step guide, and invoicing has a new page organised around the billing month, plus an accounting export for SAGA, Keez or Excel.
New features
The setup guide, with the getting-started steps ticked off automatically and progress shown in the top bar
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The billing month, with the month’s stages, the children covered and the actions for each stage
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An accounting export page for SAGA, Keez, Excel or CSV, by period and company, with a history of past exports
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Requesting a data import from another app, straight from Kidy
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The reason a child is not on a price plan, shown on the child’s record and on the enrolment board
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Improvements and optimisations
The Invoices page reorganised into “To do”, the billing month and “All documents”
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Hints across the web app, with a link to the missing step
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Each step explained, with a worked example, when creating a price plan
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BCR bank statements in English, several daily BT statements in one PDF, and re-analysing a statement already uploaded
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Payments already recorded are recognised even with a difference of up to 1 leu
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The family sheet on the Home page, with the balance and price plans in view
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Bug fixes
A fix for the filters in staff timesheets and messages
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The month name shown in Romanian in invoice line descriptions
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Other fixes and stability and security improvements
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