고정자산 관리&세금계산서 발행 오픈, 클라우드 업무 및 카테고리 지정 개선
고정자산 관리 신규 오픈, 세금계산서 발행 재오픈, 클라우드 업무 및 체크카드 카테고리 지정 기능이 개선되었습니다.
Dec 29, 2023
12월 다섯째주 파트너스의 새로운 업데이트와 개선사항이에요.
[자산 관리] 고정자산 관리 신규 기능 오픈[경리 서비스] 세금계산서 발행 기능 재오픈[클라우드 업무] 월간 별 대화 내역 확인 및 알림 수신자 설정(공통) 체크카드 거래 내역 자동 매칭 및 카테고리 지정 개선
![notion image](https://inblog.ai/_next/image?url=https%3A%2F%2Fwww.notion.so%2Fimage%2Fhttps%253A%252F%252Fprod-files-secure.s3.us-west-2.amazonaws.com%252Fc46e59a1-6f45-4e92-b5e2-82dbb2bfa2b7%252F528f9da0-1408-43f6-a27f-cf9901f94fc8%252F%2525E1%252584%252580%2525E1%252585%2525A9%2525E1%252584%25258C%2525E1%252585%2525A5%2525E1%252586%2525BC%2525E1%252584%25258C%2525E1%252585%2525A1%2525E1%252584%252589%2525E1%252585%2525A1%2525E1%252586%2525AB%2525E1%252584%252580%2525E1%252585%2525AA%2525E1%252586%2525AB%2525E1%252584%252585%2525E1%252585%2525B5%2525E1%252584%25258E%2525E1%252585%2525AE%2525E1%252586%2525AF%2525E1%252584%252589%2525E1%252585%2525B5.png%3Ftable%3Dblock%26id%3D52b6f9c8-6b42-4955-9362-3d9e00144848%26cache%3Dv2&w=3840&q=75)
안녕하세요, 파트너스입니다.
이번 메이저 업데이트로 고정자산 관리 신규 출시, 세금계산서 발행 재오픈, 클라우드 업무 개선이 이뤄으며, 이외 카테고리 지정 개선이 이뤄졌습니다.
[자산 관리] 고정자산 관리 신규 기능 오픈
고정자산의 회계자산/정부지원금 여부 등을 선택하여 고정자산을 직접 등록하거나 엑셀 업로드를 통해 관리할 수 있습니다.
회계상 자산과 그렇지 않은 항목을 구분함으로써 기업의 재무제표에서 경제적 가치를 지닌 것을 확인 가능해요.
따라서 기업의 재무 상태를 보다 정확히 파악하고, 효과적인 재무 관리 및 의사 결정하실 수 있습니다.
고정자산 관리 기능은 [자산 관리] → [고정자산 관리] 에서 이용할 수 있습니다.
![notion image](https://inblog.ai/_next/image?url=https%3A%2F%2Fwww.notion.so%2Fimage%2Fhttps%253A%252F%252Fprod-files-secure.s3.us-west-2.amazonaws.com%252Fc46e59a1-6f45-4e92-b5e2-82dbb2bfa2b7%252F3d4352db-a81c-4098-a9d7-d23c47302270%252F%2525E1%252584%252580%2525E1%252585%2525A9%2525E1%252584%25258C%2525E1%252585%2525A5%2525E1%252586%2525BC%2525E1%252584%25258C%2525E1%252585%2525A1%2525E1%252584%252589%2525E1%252585%2525A1%2525E1%252586%2525AB%2525E1%252584%252580%2525E1%252585%2525AA%2525E1%252586%2525AB%2525E1%252584%252585%2525E1%252585%2525B51.png%3Ftable%3Dblock%26id%3D495fffe8-5b10-4ee4-b618-0a69f394d4cd%26cache%3Dv2&w=3840&q=75)
현재 관리 중인 고정자산의 총액을 확인할 수 있어요! 폐기한 자산의 금액은 고정자산 총액에서 차감됩니다.
[등록하기] 버튼을 눌러 자산을 단건 등록 및 일괄 등록을 할 수 있습니다.
![notion image](https://inblog.ai/_next/image?url=https%3A%2F%2Fwww.notion.so%2Fimage%2Fhttps%253A%252F%252Fprod-files-secure.s3.us-west-2.amazonaws.com%252Fc46e59a1-6f45-4e92-b5e2-82dbb2bfa2b7%252Fb9b177cf-88e0-4b66-9a62-41af6789f45d%252F%2525E1%252584%252580%2525E1%252585%2525A9%2525E1%252584%25258C%2525E1%252585%2525A5%2525E1%252586%2525BC%2525E1%252584%25258C%2525E1%252585%2525A1%2525E1%252584%252589%2525E1%252585%2525A1%2525E1%252586%2525AB%2525E1%252584%252580%2525E1%252585%2525AA%2525E1%252586%2525AB%2525E1%252584%252585%2525E1%252585%2525B52.png%3Ftable%3Dblock%26id%3Dc56da09f-fee7-4c7b-ad3c-f93f503b927c%26cache%3Dv2&w=3840&q=75)
[단건 등록하기]를 통해 자산을 단건 등록할 수 있습니다.
![notion image](https://inblog.ai/_next/image?url=https%3A%2F%2Fwww.notion.so%2Fimage%2Fhttps%253A%252F%252Fprod-files-secure.s3.us-west-2.amazonaws.com%252Fc46e59a1-6f45-4e92-b5e2-82dbb2bfa2b7%252F32d25c2b-7b49-4beb-8390-b609f72d10fd%252FUntitled.jpeg%3Ftable%3Dblock%26id%3De3de6591-8597-4794-a1a5-37e4de172bc0%26cache%3Dv2&w=3840&q=75)
[일괄 등록하기]를 통해 엑셀 양식을 다운로드해 확인하신 다음, 고정자산 양식을 업로드해 여러 개의 자산을 일괄 등록 할 수 있습니다.
![notion image](https://inblog.ai/_next/image?url=https%3A%2F%2Fwww.notion.so%2Fimage%2Fhttps%253A%252F%252Fprod-files-secure.s3.us-west-2.amazonaws.com%252Fc46e59a1-6f45-4e92-b5e2-82dbb2bfa2b7%252F869b0c3f-7438-478c-bc1b-51550578b5c3%252F%2525E1%252584%252580%2525E1%252585%2525A9%2525E1%252584%25258C%2525E1%252585%2525A5%2525E1%252586%2525BC%2525E1%252584%25258C%2525E1%252585%2525A1%2525E1%252584%252589%2525E1%252585%2525A1%2525E1%252586%2525AB%2525E1%252584%252580%2525E1%252585%2525AA%2525E1%252586%2525AB%2525E1%252584%252585%2525E1%252585%2525B54.png%3Ftable%3Dblock%26id%3De3781cc6-04ea-4253-a640-2462eea8cb79%26cache%3Dv2&w=3840&q=75)
상세 내역의 자산의 오른쪽 [더보기] 아이콘 > [폐기하기]버튼을 통해 고정자산을 폐기할 수 있습니다.
![notion image](https://inblog.ai/_next/image?url=https%3A%2F%2Fwww.notion.so%2Fimage%2Fhttps%253A%252F%252Fprod-files-secure.s3.us-west-2.amazonaws.com%252Fc46e59a1-6f45-4e92-b5e2-82dbb2bfa2b7%252F6ee7b4a9-d015-4325-99d8-0ede1923b6b4%252F%2525E1%252584%252580%2525E1%252585%2525A9%2525E1%252584%25258C%2525E1%252585%2525A5%2525E1%252586%2525BC%2525E1%252584%25258C%2525E1%252585%2525A1%2525E1%252584%252589%2525E1%252585%2525A1%2525E1%252586%2525AB%2525E1%252584%252580%2525E1%252585%2525AA%2525E1%252586%2525AB%2525E1%252584%252585%2525E1%252585%2525B55.png%3Ftable%3Dblock%26id%3D68ca7b4e-d4a3-42d4-8fba-e1701f024508%26cache%3Dv2&w=3840&q=75)
[경리 서비스] 세금계산서 발행 기능 재오픈
파트너스를 통해 세금계산서를 간편하게 발행하실 수 있습니다.
홈택스에서 발행한 내역까지 포함해, 전체 발행한 세금계산서 내역 통계를 확인할 수 있습니다.
그리고, 발행시 상대 거래처에게 자동 안내 메일을 발송해, 고객에게 별도로 연락하지 않아도 되며 미수금 발생 여부를 방지할 수 있습니다.
세금계산서 발행 기능은 [경리 서비스] → [세금계산서 간편발행] 에서 이용할 수 있습니다.
최초 이용 시, 발행 정보(자사 정보)를 먼저 등록합니다.
![notion image](https://inblog.ai/_next/image?url=https%3A%2F%2Fwww.notion.so%2Fimage%2Fhttps%253A%252F%252Fprod-files-secure.s3.us-west-2.amazonaws.com%252Fc46e59a1-6f45-4e92-b5e2-82dbb2bfa2b7%252F50c2597a-569e-4320-b09f-b296777aa4ce%252F%2525E1%252584%252589%2525E1%252585%2525A6%2525E1%252584%252580%2525E1%252585%2525B3%2525E1%252586%2525B7%2525E1%252584%252580%2525E1%252585%2525A8%2525E1%252584%252589%2525E1%252585%2525A1%2525E1%252586%2525AB%2525E1%252584%252589%2525E1%252585%2525A5%2525E1%252584%252587%2525E1%252585%2525A1%2525E1%252586%2525AF%2525E1%252584%252592%2525E1%252585%2525A2%2525E1%252586%2525BC1.png%3Ftable%3Dblock%26id%3D4e71ce48-9d7c-4a3e-b508-eb9b9a386679%26cache%3Dv2&w=3840&q=75)
이후, 먼저 공급자/공급받는자의 정보를 입력합니다.
![notion image](https://inblog.ai/_next/image?url=https%3A%2F%2Fwww.notion.so%2Fimage%2Fhttps%253A%252F%252Fprod-files-secure.s3.us-west-2.amazonaws.com%252Fc46e59a1-6f45-4e92-b5e2-82dbb2bfa2b7%252Ffaf848d8-1483-4f64-ba7e-1aaaabaded7c%252F%2525E1%252584%252589%2525E1%252585%2525A6%2525E1%252584%252580%2525E1%252585%2525B3%2525E1%252586%2525B7%2525E1%252584%252580%2525E1%252585%2525A8%2525E1%252584%252589%2525E1%252585%2525A1%2525E1%252586%2525AB%2525E1%252584%252589%2525E1%252585%2525A5%2525E1%252584%252587%2525E1%252585%2525A1%2525E1%252586%2525AF%2525E1%252584%252592%2525E1%252585%2525A2%2525E1%252586%2525BC2.png%3Ftable%3Dblock%26id%3D41cc95ce-f331-4fe5-9176-ec11678dd493%26cache%3Dv2&w=3840&q=75)
그 다음, 발행할 세금계산서의 상세 내용을 입력합니다.
![notion image](https://inblog.ai/_next/image?url=https%3A%2F%2Fwww.notion.so%2Fimage%2Fhttps%253A%252F%252Fprod-files-secure.s3.us-west-2.amazonaws.com%252Fc46e59a1-6f45-4e92-b5e2-82dbb2bfa2b7%252Fcd919bd1-cc18-48ed-963d-55e63174ed2c%252F%2525E1%252584%252589%2525E1%252585%2525A6%2525E1%252584%252580%2525E1%252585%2525B3%2525E1%252586%2525B7%2525E1%252584%252580%2525E1%252585%2525A8%2525E1%252584%252589%2525E1%252585%2525A1%2525E1%252586%2525AB%2525E1%252584%252589%2525E1%252585%2525A5%2525E1%252584%252587%2525E1%252585%2525A1%2525E1%252586%2525AF%2525E1%252584%252592%2525E1%252585%2525A2%2525E1%252586%2525BC3.png%3Ftable%3Dblock%26id%3D7a2d1bd9-c690-4a59-b041-12acf7759a61%26cache%3Dv2&w=3840&q=75)
발행 하시면 상대 거래처에게 자동 메일이 발송됩니다.
![notion image](https://inblog.ai/_next/image?url=https%3A%2F%2Fwww.notion.so%2Fimage%2Fhttps%253A%252F%252Fprod-files-secure.s3.us-west-2.amazonaws.com%252Fc46e59a1-6f45-4e92-b5e2-82dbb2bfa2b7%252F18f4c1f1-96ba-43bb-8c7d-c0555399f970%252F%2525E1%252584%252589%2525E1%252585%2525A6%2525E1%252584%252580%2525E1%252585%2525B3%2525E1%252586%2525B7%2525E1%252584%252580%2525E1%252585%2525A8%2525E1%252584%252589%2525E1%252585%2525A1%2525E1%252586%2525AB%2525E1%252584%252589%2525E1%252585%2525A5%2525E1%252584%252587%2525E1%252585%2525A1%2525E1%252586%2525AF%2525E1%252584%252592%2525E1%252585%2525A2%2525E1%252586%2525BC4.png%3Ftable%3Dblock%26id%3Dade36425-c4f0-42ad-9e98-b8f8b6102b1d%26cache%3Dv2&w=3840&q=75)
세금계산서 간편 발행 [내역 조회]버튼을 통해 발행 내역과 통계를 확인하실 수 있습니다.
![notion image](https://inblog.ai/_next/image?url=https%3A%2F%2Fwww.notion.so%2Fimage%2Fhttps%253A%252F%252Fprod-files-secure.s3.us-west-2.amazonaws.com%252Fc46e59a1-6f45-4e92-b5e2-82dbb2bfa2b7%252Ffd38b7dc-8b97-478f-950f-f94e41bfb925%252F%2525E1%252584%252589%2525E1%252585%2525A6%2525E1%252584%252580%2525E1%252585%2525B3%2525E1%252586%2525B7%2525E1%252584%252580%2525E1%252585%2525A8%2525E1%252584%252589%2525E1%252585%2525A1%2525E1%252586%2525AB%2525E1%252584%252589%2525E1%252585%2525A5%2525E1%252584%252587%2525E1%252585%2525A1%2525E1%252586%2525AF%2525E1%252584%252592%2525E1%252585%2525A2%2525E1%252586%2525BC6.png%3Ftable%3Dblock%26id%3Dfbd6455b-24cb-4ba9-a145-eaa32c34ffba%26cache%3Dv2&w=3840&q=75)
[클라우드 업무] 월간 별 대화 내역 확인 및 알림 수신자 설정
기존 업무내역이 많이 쌓여, 특정 대화 내역을 찾는 것이 어려웠는데 이제 확인을 원하는 기간을 클릭하여, 해당 월의 대화 내용을 빠르게 확인할 수 있게 되었습니다.
![notion image](https://inblog.ai/_next/image?url=https%3A%2F%2Fwww.notion.so%2Fimage%2Fhttps%253A%252F%252Fprod-files-secure.s3.us-west-2.amazonaws.com%252Fc46e59a1-6f45-4e92-b5e2-82dbb2bfa2b7%252Fb526ac4d-45d0-4a07-bf23-5c6692896bd1%252F%2525E1%252584%25258F%2525E1%252585%2525B3%2525E1%252586%2525AF%2525E1%252584%252585%2525E1%252585%2525A1%2525E1%252584%25258B%2525E1%252585%2525AE%2525E1%252584%252583%2525E1%252585%2525B3%2525E1%252584%25258B%2525E1%252585%2525A5%2525E1%252586%2525B8%2525E1%252584%252586%2525E1%252585%2525AE1.png%3Ftable%3Dblock%26id%3Dfda32def-7641-4227-b9ce-63097bf64f02%26cache%3Dv2&w=3840&q=75)
또한, 알림 수신자를 설정해 해당 업무방에 답글이 달릴 시 필요한 모든 구성원이 확인할 수 있게 되었습니다.
![notion image](https://inblog.ai/_next/image?url=https%3A%2F%2Fwww.notion.so%2Fimage%2Fhttps%253A%252F%252Fprod-files-secure.s3.us-west-2.amazonaws.com%252Fc46e59a1-6f45-4e92-b5e2-82dbb2bfa2b7%252F96efb5a6-dd89-494e-abae-6100573628d6%252F%2525E1%252584%25258F%2525E1%252585%2525B3%2525E1%252586%2525AF%2525E1%252584%252585%2525E1%252585%2525A1%2525E1%252584%25258B%2525E1%252585%2525AE%2525E1%252584%252583%2525E1%252585%2525B3%2525E1%252584%25258B%2525E1%252585%2525A5%2525E1%252586%2525B8%2525E1%252584%252586%2525E1%252585%2525AE2.png%3Ftable%3Dblock%26id%3D7375d83e-7ec9-4936-a05f-872895d35315%26cache%3Dv2&w=3840&q=75)
![notion image](https://inblog.ai/_next/image?url=https%3A%2F%2Fwww.notion.so%2Fimage%2Fhttps%253A%252F%252Fprod-files-secure.s3.us-west-2.amazonaws.com%252Fc46e59a1-6f45-4e92-b5e2-82dbb2bfa2b7%252Fec4898db-d7f3-4a98-b6fb-77f2279a3780%252F%2525E1%252584%25258F%2525E1%252585%2525B3%2525E1%252586%2525AF%2525E1%252584%252585%2525E1%252585%2525A1%2525E1%252584%25258B%2525E1%252585%2525AE%2525E1%252584%252583%2525E1%252585%2525B3%2525E1%252584%25258B%2525E1%252585%2525A5%2525E1%252586%2525B8%2525E1%252584%252586%2525E1%252585%2525AE3.png%3Ftable%3Dblock%26id%3D3c22c4ea-48b1-4efe-9365-7d4d553c6edb%26cache%3Dv2&w=3840&q=75)
그리고 업무 상세 내용에서 다른 업무방으로 이동할 수 있도록 해당 섹션을 추가하였습니다.
![notion image](https://inblog.ai/_next/image?url=https%3A%2F%2Fwww.notion.so%2Fimage%2Fhttps%253A%252F%252Fprod-files-secure.s3.us-west-2.amazonaws.com%252Fc46e59a1-6f45-4e92-b5e2-82dbb2bfa2b7%252F38a73cfe-2c0b-4a15-a2a7-9c45f0601728%252F%2525E1%252584%25258F%2525E1%252585%2525B3%2525E1%252586%2525AF%2525E1%252584%252585%2525E1%252585%2525A1%2525E1%252584%25258B%2525E1%252585%2525AE%2525E1%252584%252583%2525E1%252585%2525B3%2525E1%252584%25258B%2525E1%252585%2525A5%2525E1%252586%2525B8%2525E1%252584%252586%2525E1%252585%2525AE4.png%3Ftable%3Dblock%26id%3D4343b2aa-6e32-4349-9ba8-b021719b891d%26cache%3Dv2&w=3840&q=75)
(공통) 체크카드 거래 내역 자동 매칭 및 카테고리 지정 개선
- 기존 체크카드 이용 고객들의 카테고리를 이중으로 지정해야 되는 이슈를 개선하였습니다.
- 체크카드 거래 내역으로 매칭된 계좌 거래 내역의 카테고리 지정은, 카드 거래 내역에서만 지정할 수 있도록 변경되었습니다.
- 자동 매칭이 되지 않은 경우, 사용자가 체크카드 거래 내역에서 카테고리 설정 시 계좌 거래 내역과의 연동이 안 되어 있음을 안내해주고 계좌 거래 내역을 선택해서 연동할 수 있습니다.
감사합니다.
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