fmAccounting Link (Xero Edition) – Tracking Categories Updates

/0 Comments/in , , , , , /by

If you’ve been using Xero for a while you’re probably familiar with their use of tracking categories to categorise transactions such as Invoices and Bills to suit your business needs and allow you to generate reports by tracking category. For example you might setup tracking categories for different areas of your business (e.g. departments, cost centres, or locations) so you can track their performance over time.

A typical Xero tracking category might be named Sales Regions and have the following tracking category options:

  • North
  • South
  • Eastside
  • West Coast

 

There are some limitations to tracking categories in Xero – a Xero organisation can have a maximum of two ACTIVE tracking categories and four tracking categories in total (ACTIVE and ARCHIVED). You can enter up to 100 category options for each category.

We’ve always had some basic support for tracking categories in the fmAccounting Link (Xero Edition) solution – you could download all your tracking categories from Xero at the click of a button and also add them to Invoices and Bills when uploading to Xero. Over the past 12 months we’ve had more and more customers request additional support for tracking categories, including the ability to manage tracking categories completely in FileMaker.

We’ve just released an update to the fmAccounting Link (Xero Edition) solution that includes full support for Xero Tracking Categories. You can now enter two tracking categories for the following items:

  • Invoices
  • Bills
  • Purchase Orders
  • Overpayments
  • Prepayments
  • Receipts

Both tracking categories are also downloaded from Xero for each of the above items. We’ve also added the ability to do the following from the fmAccounting Link file:

  • create a new tracking category and upload it to Xero (as well as update existing ones, e.g. change the name or status)
  • add new tracking category options and upload them to Xero
  • delete a tracking category from both FileMaker and Xero
  • delete a tracking category option from both FileMaker and Xero
  • download an individual tracking category, including all tracking category options

We currently support a single tracking category in our Timesheets module – we’re working on a few changes to Timesheets and tracking categories which will be included in the next update to fmAccounting Link (Xero Edition). Timesheets uses the Payroll API and you enable Timesheet tracking categories separately to the general tracking categories, but we expect them to work in a similar way to Invoices, Bills etc.

fmSMS Now Supports Bandwidth SMS Gateway

/0 Comments/in , , , /by

fmSMS has been updated to support the Bandwidth SMS Gateway – you can send and receive SMS messages using the Bandwidth SMS Gateway and fmSMS. Bandwidth offer a free trial version so you can use the trial version of fmSMS to test the Bandwidth SMS Gateway.

Bandwidth are based in the USA and can also deliver to international numbers. They offer very competitive pricing  – at the time of writing (April 10, 2017) their prices are in US dollars:

  • $0.35 for the virtual number you use to send messages from
  • $0.005 for every outgoing message
  • all incoming messages are free

You can download a trial version of fmSMS from here – please get in touch if you have any questions about using fmSMS and the Bandwidth SMS Gateway.

fmSMS Chat View

/2 Comments/in , , , /by

One of our favourite features in fmSMS is the Chat View which we introduced back in July 2015. This shows you the sent and received messages for an individual Contact in a much more graphical interface compared to a traditional FileMaker view using portals. The Chat View is similar to how iChat/Messages works on the Mac and iOS platforms – the messages are displayed in a threaded view so you can see them as a conversation and quickly type a message using the defaults without having to leave the Chat View screen.

Here’s a screenshot showing the classic view of the SMS History for a Contact with 2 portals for the sent and received messages:

When you have multiple sent and received messages it can be quite hard to track the replies to a sent message and follow the conversation. Here’s the Chat View of the same Contact record:

We are colour coding the sent messages in blue and the replies in green to easily distinguish between the outgoing and incoming messages, and all messages are sorted by timestamps so they appear in reverse chronological order. When you have multiple sent/received messages you can easily scroll though the complete history and see all the messages that this Contact has received and all their replies in the one screen.

Here’s a quick video showing the fmSMS Chat View in action to send an appointment reminder and receive the reply back into fmSMS:

Xero Surpasses One Million Subscribers

/0 Comments/in , , , , , , /by

Xero today announced that it has recently surpassed the one million subscriber mark on its global accounting platform, doubling subscriber numbers in less than two years. We’ve been closely following the growth of Xero over the past five years and knew it was only a matter of time before they hit the magic million mark, becoming the first cloud accounting platform to achieve this milestone.

When you consider they had only 50,000 subscribers just five years ago the growth rate has been phenomenal – in April 2015 they had 475,000 subscribers and in March 2016 that had increased to 717,000. Xero has added almost 300,000 subscribers in the past year alone.

As a Xero customer, Xero Approved Developers and developers of the fmAccounting Link (Xero Edition) add-on we’re extremely pleased to see the rapid growth of Xero around the world. We’re getting more enquiries each month from the North American market and it appears Xero is starting to gain some attention and market share in that tough market.

Here’s some other numbers about Xero that demonstrate the size of the size of the Xero ecosystem globally:

  • in the last 12 months Xero has processed more than $1.2 trillion of global economic activity
  • the Xero API receives more than 10 million calls per day
  • there are over 35,000 developers in the Xero ecosystem
  • there are over 100,000 business advisors – accountants and bookkeepers – empowering small businesses as they join the cloud accounting revolution

Every day our fmAccounting Link customers around the world are uploading Contacts, Invoices, Payments, Purchase Orders, Bills and more from their FileMaker solutions to their Xero accounting software, removing the burden of double data entry and saving them tens of hours each week in manual processing. If you have any questions about integrating Xero with your existing FileMaker solution please get in touch or visit the fmAccounting Link (Xero Edition) page for more details.

Downloading the Xero/MYOB Invoice PDF

/0 Comments/in , , , , , /by

Whether you’re using Xero or MYOB AccountRight for your business accounting software there are times when you would prefer to send your customer the Invoice that Xero and MYOB generate natively. For example if you have added an online Payment option to your Xero Organisation you might prefer to send the customer the Xero generated Invoice with the “View and pay online now” link in the PDF for customers to click and pay online with a credit card. Similarly if you’re using MYOB AccountRight you might to send your customer the invoice using one of the MYOB M-Powered layout forms.

For our fmAccounting Link (Xero Edition) solution we’ve already given users the ability to:

  • get the Online URL for an Invoice and include that in an email etc that they send to clients so they can choose the “View and pay online now” option
  • download the Xero Invoice PDF into a FileMaker container field and then save that to the desktop etc or include that in an email to the customer in place of a FileMaker layout based Invoice

We’ve been working on creating a similar feature for our fmAccounting Link (MYOB AccountRight Edition) solution and it will be included in the next update. Like the Xero solution it will allow users to click a button to download the MYOB PDF invoice into a FileMaker container field and then save that to the desktop or include that in an email to the customer. We currently have the ability to download all the Form Templates setup in your MYOB Company File:

and then specify the Printed Form for each Customer in the fmAccounting Link (MYOB AccountRight Edition) file:

 

This is then used as the default when you request the MYOB Invoice PDF, however you can specify a different form template to be used by passing a parameter with the request for the Invoice PDF. Here’s a quick video that demonstrates creating an Invoice and then requesting the PDF from MYOB:

fmEcommerce Link (WooCommerce Edition) Updates

/0 Comments/in , , , , , , /by

We’ve been busy in 2017 with updates to fmEcommerce Link (WooCommerce Edition) – we’ve just released the 7th update this year. The latest update is mainly focussed on adding the ability to create and update records for some of the endpoints that you don’t frequently interact with, including:

  • Tax Rates
  • Attributes
  • Terms
  • Tax Classes
  • Product Tags
  • Product Categories
  • Shipping Classes

We already had examples for downloading from these endpoints but we now have examples for downloading an individual record as well as pushing up new and updated records from FileMaker to WooCommerce. We wanted to get these updates completed before WooCommerce 2.7 is released and fill in some of the missing gaps in the fmEcommerce Link (WooCommerce Edition) file. We’ve also added the ability to update the Status of an Order from FileMaker.

Once again this is a free update to all our existing customers – you can get the full details of the changes in the release notes for fmEcommerce Link (WooCommerce Edition).

Follow Databuzz on Facebook

/0 Comments/in , , /by

For all Facebook users out there you can now follow Databuzz on Facebook via this link:

https://www.facebook.com/databuzz.au/

We don’t have much content at the moment but we will be adding new content and updates over the coming weeks.

Voice Calling with FileMaker

/3 Comments/in , , , , , , , /by

Since we released v1 of fmSMS many years ago we’ve been approached by customers from all around the world to work on integrations between FileMaker and other APIs (Application Programming Interfaces). Customers love using FileMaker to send and receive SMS/TXT messages, but they have also asked us to help them send faxes, MMS/Picture messages and to make outgoing voice calls from their FileMaker solution.

We’ve done a number of voice call integrations with FileMaker over the years – having FileMaker initiate a series of outgoing voice calls can be useful in a number of situations, including:

  • Alerts: you might not have mobile phone numbers for all your contacts/customers, but if you have a phone number you can call that number to provide an update to important events (e.g. school closures due to snow days)
  • Election Campaigns: we’ve helped one customer initiate a series of campaign calls to voters about upcoming elections (you may well have been on the receiving end of one of these)
  • Appointment Reminders: we helped one customer move away from having administration staff manually phone each customer about their upcoming appointments and having FileMaker generate these calls, saving them 1-2 hours of staff time each day

The process for generating a voice calling campaign works as follows:

  1. you’ll need to sign up for an account with one of the voice calling providers such as Twilio that handle the voice calling
  2. if you wish to have a dynamically generated message that references data from your FileMaker solution (e.g. to have the voice call say “Hello Andrew” instead of just “Hello”) you’ll need a process on your FileMaker Server than can generate the dynamic message for each contact to be called. We use the FileMaker API for PHP to generate these. If you don’t need a dynamic message you could simply hard code the message so it is the same for all recipients of the voice call
  3. a FileMaker script that is initiated either by a user or FileMaker Server that finds a group of records, then loops through each record and makes a request to the voice calling provider to generate a new outgoing call to that contact
  4. if you wish to be notified of the result of each call you can setup a webhook on your server to be notified by the voice calling provider each time a call is made with the result (engaged, answered etc) and the duration of the call

We’ve put together a simple demonstration video showing this in action – you can watch the video inline below or directly on YouTube:

 

If you would like to discuss integrating voice calling into your FileMaker solution please get in touch.

Getting Ready for WooCommerce 2.7

/2 Comments/in , , , , /by

WooCommerce 2.7 is getting close to final candidate release – this promises to be a major release with lots of structural changes designed to improve performance. There will also be a number of changes to the WooCommerce REST API that our fmEcommerce Link (WooCommerce Edition) FileMaker solution integrates with.

You can read about all the changes in WooCommerce 2.7 on the WooCommerce blog – at this stage it looks like they will introduce a v2 of the REST API and keep the current v1 functionality so products like fmEcommerce Link will continue to work. We’ve reported a number of bugs with v1 of the REST API which will be fixed in the v2 API – we’ll keep monitoring the status of the changes to the REST API and incorporate the changes in the v2 API in a free update to fmEcommerce Link for all our existing customers.

There will be a number of changes to the REST API endpoints with the WooCommerce 2.7 release so we’ll need to make some associated changes and do a lot of testing to make sure all the existing functionality continues to work. Most of the changes related to Products and Variations which are the most complex endpoints to integrate with, so we’re looking forward to a more simplified way of creating and updating Product Variations.

The updated version of fmEcommerce Link will then only support WooCommerce 2.7 or later going forward (v2 of the REST API) – we’ll let everyone know when the new version is available once we’ve completed our development and testing.

Mapping our Customers

/3 Comments/in , , , , , /by

Databuzz might be based in Sydney, Australia but thanks to the wonder of the Internet we have customers all around the world. Managing a diverse customer base can be a challenge at times and we’ve become experts at time zone differences and knowing when is the best time to schedule a demo for customers in Europe or North America.

We love meeting up with our customers face-to-face at the FileMaker Developer Conference every year – it’s usually the only chance we get to meet our non Australian customers in person. Every 12 months or so I like to generate a simple Google Map showing where our customers are located for our various products – it’s quite pleasing to see the pins grow every year and new locations added to the map.

Our FileMaker Xero integration solution fmAccounting Link (Xero Edition) is now into it’s fourth year of development and in that time the number of Xero subscribers has grown exponentially. Xero is now reporting a total customer base of over 862,000 subscribers (up from 284,000 in 2014) and is on track to hit the magic million mark some time in 2017. It’s four main markets remain the same:

  • Australia
  • New Zealand
  • UK
  • North America

but it is now seeing growth in new markets such as South Africa, Hong Kong and Singapore. Australia remains the largest Xero market for now, but we can expect to see North America become the largest market over time. Here’s a map showing where fmAccounting Link (Xero Edition) customers are located:

As you can see it also reflects the main Xero markets – we’re starting to see more enquiries from Canada, Asia as well as Africa, so hopefully next time we generate this map there will be some red pins in some new countries as Xero grows in other parts of the world.

fmSMS, our oldest product is a truly international product and was designed from day one to work in as many countries around the world as possible – using fmSMS you can send and receive SMS messages via one of over 75 supported SMS Gateways reaching over 860 mobile networks in more than 220 countries. We continue to add additional SMS Gateways each year and now have customers spread out all over the world – here’s a map showing their locations:

We often speak to FileMaker customers who are considering purchasing one of our products from outside of Australia and are slightly concerned that they will be the only customer from their country and will have trouble getting support. We pride ourselves and providing the same great customer service to all our customers regardless of where they are located – and as these maps demonstrate there’s a good chance you’re not our first customer from your part of the world.