Welcome back. We hope your holidays were filled with love, laughter and well-deserved rest. May this year bring you a lot of happiness and success.
Here are our first upgrades for 2024.
Introducing! The Documents Template Table
Setting up a form can be tedious. That is why we have introduced the Documents Template Table. This table will contain various document templates you can customize to suit your firm's needs. DataGrows will then automatically insert your firm and client information into these documents based on the client you selected and send the document off to that client with the push of a button.
The first document that we have introduced is the Client Engagement Letter.
Typically, setting up this document takes up a lot of valuable time. With this new feature, you will customize the document once, and DataGrows will fill in the rest for each new client.
This video will explain how it works.
Other Features
Public Company Entity Type
You can now find a Public Company Entity Type in the entity type dropdown in the Client's table.
Auto Calculate the Date of Birth of a Natural Person.
If you add the SA ID nr for a natural person, DataGrows will automatically calculate their Date of Birth.
Data Upload Template
If you haven't uploaded your data yet, remember there are three ways to do it.
Our Smart Data Upload template
Sage Integration
Xero Integration (beta).
You can use this link to book a data upload session with one of our consultants.
That's all for now.
If you would like to submit any requests for development, please email support@mydatagrows.com.
Thank you for your continued support!
We look forward to another prosperous year together.
The DataGrows Team