Unleashed Assistant supports all major exchange rates. Exchange rates are taken from https://openexchangerates.org/

Base rate is USD.

When converting between any two non-USD currencies, conversion take place to USD first. ie. For a conversion between AUD → CAD

The extension will convert AUD → USD, in memory, then between USD → CAD and will alert only on the end result (CAD).

Notice that when creating multiple orders, for “today”, each time a new rate may be retrieved from the API – ie spot rate. For orders entered with a “past” date, the rate will be the last rate for the trading day.

Watch full video on how live exchange rates are supported here
https://youtu.be/JzQTCNX9C6s

Credit card payment URL

Payment urls are supported by ezyCollect. You will need to first create an account with ezyCollect and have a SimplyPaid feature enabled on your account. Payments are in your base ezyCollect currency, and the payment URL is created based on your Unleashed company base currency.

• First setup of your ezyCollect account, on our extension

1. After downloading and installing the extension & subscribing with ezyCollect
2. Log onto your unleashed account
3. Go into any open Quote, SO or SI.
4. A green “ezyCollectred” button will appear at the bottom right of your screen.
5. Click it and you will be prompted to set up your ezyCollect account.
6. From the extension toolbar at the top Click on extension icon → options
   or
   Chrome settings → Extensions → Manage extensions → Unleashed assistant → Details → Options
7. Under ezyCollect settings → eztCollect accounts, locate your company name
8. Enter your simplyPaid URL company name (as provided to you from ezyCollect)
9. Save & close the settings tab.

• Using the ezyCollect payment URL feature

1. Log onto your unleashed account
2. Go into an open Quote/Sale/Invoice.
3. Add/remove products and costs to your order.
4. When finished editing your order, press on the green “ezyCollect” button at the bottom right of your screen.
5. The extension will now generate a short URL link, and append it to your order comments. The button will now turn gray.
6. Save your order
7. You now have the option to print the order using the print button. When printing the order to a pdf, the url link will be part of the order comments.
8. To email the payment URL to your customer, from within unleashed
   1. 1. Press the email button, and fill your recipient email and your body message.
      2. Press the “copy ezyCollect link” at the bottom of the screen. this will copy the url to your clipboard.
      3. Paste the copied URL to your body text (right click or Ctrl+V), and an HTML href element will be injected to your email.
      4. Press “Send”.
      5. When your customer receives their order email, a clickable URL will appear in their email body.
9. Watch full video on how payment URLs are supported here https://youtu.be/mwV9fwEG8Vg

User Controlled Settings

The extension has basic settings a user can control.
To change the extension’s behaviour, in chrome,
Click on extension icon → options
or
Setting → extensions → Unleashed assistant → Details → Extension options

Settings configurable by user:

• Exchange rate settings:

1. Warning threshold.
   Set the % for the extension to ignore, when exchange from online service, is compared to the rate already in the document.
2. Check completed orders.
   Select if you would like for a warning to show on completed orders.
   Note: Alert for completed orders, is only for “visual” purposes. The actual transaction on unleashed document can not be changed or re-exported to Xero.
3. Precision.
   Set the number of decimal places used as part of your exchange rate. Between 1-6.
4. Set the exchange rate for PO based on any of 3 dates.
   Supplier Invoice date/ Order Date/Delivery date.
5. Set the exchange rate for sale invoice based on 2 available dates. Invoice date/Order Date

• Exchange rate settings:

1. Disable ezyCollect.
   If you do not have an ezyCollect account, when checked the ezyCollect button will not be shown.
2. ezyCollect account.
   Enter your simplyPaid (provided by ezyCollect) company name to allow for the creation of a payment URL.
   If you have more than one unleashed account, for multiple companies, and more than one ezyCollect account – enter for each company the correct simplyPaid account.
3. ezyCollect merchant fee
   How much fee to add to invoices and quotes when generating ezyCollect payment invoices. Check with your ezyCollect account manager before hand, if fees are already charged to your customer, to prevent duplicate charges. Keep at 0 not to pass any merchant fees.
4. ezyCollect template
   Text to insert into comments part of your SO/SI/SQ when the ezyCollect button is clicked. Must include {{ezyCollect}}

NOTE – Configurable options are browser based and are not per company. If you have multiple users using Unleasahed, or use unleashed from multiple browsers, it is advised to set the options to be identical on all browsers.

Price

Webs App Solutions offer a 14 days trial period to use our extension.

The cost of Unleashed Assistant is 9.95$ USD p/m
Cost is per company file (Unleashed subscription).

No long term commitment.
No lock in contracts.
Cancel your subscription at any time.
Unlimited users.
Unlimited browsers.

Trial vs. Subscription

We offer a 14 days free trial. There’s no need to sign up or provide any credit card details. Simply install the extension and start using it. Your trial starts on the first day you use the extension in Unleashed, so make sure you make the best use of your free trial version.

During your trial, messages from the extension will highlight the fact that you’re within your trial period.

Once your trial period expires, you’ll be notified that your trial has expired.

Click the extension icon, on screen, and you’ll be redirected to set up a payment. Once payment has gone through you’ll be taken back to Unleashed and the extension will continue to work.

Support

Please contact us with any question you have about Unleashed Assistant