Immigo – New Features

We have some very exciting Immigo enhancements being launched this weekend:

OCCUPATION CODES

In the Assignment Details tab of a case, the Occupation Code field now offers auto-complete and is a reportable field (in case reports).  We have pre-populated the Immigo database with occupational codes for Australia (ANZSCO) and the UK (SOC), so if you start to enter a code or an occupational description for case to one of those countries, you’ll see that the field auto-completes (see screenshot below).

If you have other countries you would like to use this auto-complete data field for, please let us know and we will be glad to build this.

INVOICE TEMPLATE TYPES

Quotation/Purchase Order Request and Draft Invoice templates are now available.

REMITTANCES

Changes have been made to the Deposits section on the Fees tab.  This has been changed to Remittances to allow you to record payments received against an issued invoice (rather than just a deposit to be applied to the next invoice – which is what it used to be).

Remittances received will also be listed in a table with the invoice numbers they’re applied against.  Remittances where you select “Apply to Next Invoice” will be automatically allocated to the next invoice you generate.

INVOICE REPORTS

Immigo now offers Invoice Reports, which can be used to look at invoices raised (within a certain period) and payments received against those invoices.  These reports can help you analyse:

  • Which companies have outstanding debts;
  • How much consultants have billed in a given period;
  • How many credit notes have been raised for a particular client(s), for cases handled by a particular consultant(s) or in a particular period.

CLIENT PORTAL ACCESS PERMISSION

We have added a new permission level to client/user Immigo access allowing access to certain information only via Reports.  Effectively, this means clients and users with this access level can see certain applicant/case data only if it presents on a report the client has access to (including expiry dates kept on closed cases).

We hope you find these small upgrades useful!  And remember – if you ever need any help, with this or anything else in Immigo, please call or email us – we are always pleased to hear from you.

 

Immigo Invoicing Webinar – Recording Available Here

On Thursday 10 March we hosted a training webinar for our clients on the major new invoice tools we have just added to Immigo.

View a recording of the webinar below – and let us know if you have any questions!

2016-03-10 Immigo Invoicing Upgrade Webinar from Peregrine Immigration on Vimeo.

More About Immigo

Immigo is a secure, cloud-based global immigration case management system, powered by live data on global immigration processes.

 

 

 

 

Immigo Feature Update – More Invoicing Enhancements

Hello again everyone!

We’ve added a couple more improvements to invoicing, which we think you’ll all find useful, as follows:

Power Selector for Fee Status
As our users know, you can give each fee line item in Immigo its own status (for example: new, quotation sent, quotation approved, ready to invoice, invoiced).  You can indicate fee by fee what the status is but we’ve now made it easier to change the status of all fees at once (for example, to mark everything on a case “ready to invoice” in one go). When you click edit on the fees tab of the case, you’ll see a new power selector drop down menu called “set status of all fees below”.  Use this to change the status of all your fees at once.  Job done!  Don’t forget that you can also set up automatic notifications to your accounting department (or whoever raises your invoices) for when a fee or fees are marked as “ready to invoice”.

Quantity Multiplier
You can also now multiply your fee items if you’ve got more than one of the same fee – for example, if you need to bill your client for 3x DHL charges; or if you have the same management fee for several family members.  Simply use the new quantity field on the fee item to indicate how many times this fee should be charged, and Immigo will do the rest.

For more fee and invoicing tips and tricks, see previous blog posts here or use the search bar on this blog to search for “Immigo Fees”.  And call us, whenever you like!  We’re always pleased to hear from you.

 

Immigo Feature Update – Fees and Invoicing Enhancements

We’re very pleased to announce some improvements and upgrades to the fees and invoicing features in Immigo, which are effective immediately.  Have a look at what we’ve done and, as always, please get in touch if you have any comments or questions!

Invoice Templates
We can now give you your own invoice templates in Immigo, meaning that you can generate Excel format invoices with your logo, your address and banking details, and your invoice design.  Please get in touch with us directly if you’d like to take advantage of this new feature!

Government Fees
We’ve created a new fee type – Government Fees – meaning that in Immigo, you can now distinguish between and report on four main fee types (Management, Supplier, Miscellaneous and Government).  Of course, you can add a lot more detail to each fee you list in your Fee Library, linking fees to specific countries, billing companies, process types, case types and applicant types if you wish (so, for example, you could have a company and process specific management fee of $1000USD linked specifically to the L-1 visa process for billing company ABC).

Payment Terms and Due Dates
We’ve further enhanced the invoicing feature so that you can now specify things like payment terms and payment references at Company level and then further edit/modify these at each Case level.

Preview Invoice Feature
We’ve created a new “preview invoice” feature so that you can generate an excel template preview  (pro-forma) invoice listing all fees in a case not yet marked as “invoiced” and check they all look just the way you want them to look on your actual invoice.

Greater Tracking and Security on Invoices
We’ve also introduced numeric invoice referencing (each invoice will be assigned its own invoice number which will increase in increments of 1 for each invoice you generate).  Plus, we’ve made a change so that once a fee on a case has been invoiced, it can no longer be edited.

Call us if Questions!
As always, we will be very happy to help with any questions.  Please let us know what you think!