Royalty Manager: Multi-Unit Invoice Notifications and Usability Enhancements
Multi-Unit Invoice now makes it easier to share invoice details, review complete invoice information, and work through multi-unit level invoices more efficiently. These updates reduce manual follow-up and improve invoice review and reporting workflows.
What’s New
Send email notifications for Multi-Unit Invoices: Users can now send invoice details directly from the Multi-Unit Invoice to Multi-Unit Franchisee owners
Expanded invoice details: A new Expand All action lets users open all invoice sections at once for faster review
More complete invoice emails: Email content can include key invoice details such as reporting period, total sales, additional fees, itemized fees, total tax, total invoice amount, open balance, and Multi-Unit Franchisee information
Advanced Multi-Unit Invoice Summary filters: Users can now filter Multi-Unit Invoice Summary by key system fields such as Multi-Unit ID, Multi-Unit Owner, Invoice Date, Report Period, Payment Status, and Multi-Unit Name
Custom field filtering: Multi-Unit level text and date custom fields can also be used to refine invoice results
Bulk Export as PDF: Users can now export multiple multi-unit invoices at once in PDF format
Get Started
Navigate to Royalty Manager > Multi-Unit Invoice to send invoice emails or expand invoice details
Navigate to Royalty Manager > Multi-Unit Invoice Summary to apply filters and bulk export invoices as PDF
Royalty Manager: Multi-Brand Chart of Accounts for Sales Reporting
Multi-brand organizations can now maintain separate Charts of Accounts for each brand within a shared system. This gives finance teams more flexibility to align sales reporting to each brand’s financial structure and reduces manual workarounds in reconciliation and reporting.
What’s New
Multiple COA support by brand: Each brand can now maintain its own Chart of Accounts within a multi-brand environment
Brand-level financial structure: Sales categories and financial mappings can be managed independently for each brand
Improved reporting alignment: Reporting can now better reflect brand-specific accounting and financial requirements
Get Started
Navigate to Admin > Financials > Sales Categories
Map the appropriate Chart of Accounts by brand
Information Manager: Segment Sharing and Improved Search
Segments now give teams more control over who can access shared segments and make them easier to find through Global Search. This helps users manage visibility more appropriately and locate the right segment faster.
What’s New
Expanded access options: Set segment visibility to Public to All Users, Public to Corporate Users, Private, or, where enabled, specific Divisions, Regions, or Role-based Groups
Role-aware sharing: Available accessibility options adjust based on the user’s role
Global Search support: Search for segment records directly from Global Search
Expanded search criteria: Search by Segment ID, Segment Name, Segment Category, and configured custom fields
Admin search controls: Admins can choose which custom segment fields are searchable
Consistent visibility across the platform: Segment accessibility is respected across search, reports, exports, and APIs
Get Started
Navigate to Information Manager > Segments
Create or edit a segment
Choose the appropriate Accessibility option
Use Global Search to find segment records by supported attributes
Help Icon Access for Franchise Users
Introduced an optional feature to control visibility of the Help icon for franchise users in FranConnect.
What’s New
- Optional feature to enable the Help icon for franchise users
- Enabled by default for World Manager Integrated customers
Disabled by default for all other customers
When enabled, users can access:
- Help Me (Support Agent)
- Knowledge Base
- What’s New (Release Notes)
- When disabled, the Help icon is hidden for franchise users
Get Started
For non-Integrated customers, contact helpdesk@franconnect.com to enable this feature. Once enabled, franchise users will see the Help icon in the top navigation.
Other Updates
Operations: Expanded Access Controls for Self-Assessment, Incidents, Overview, and Reports
Access controls are now more consistent across Self-Assessment, Incidents, Overview, and Reports. Admins can manage permissions through Role Management, users only see the areas they can access, and permission rules now align more closely with the structured privilege model already used in Visits.
Playbook Tasks: Preview Attached Resources
Users can now preview common file types attached to Playbook Tasks directly within the Resources section. This makes it easier to review supporting documents while creating or updating tasks without downloading them first, with support for file types including Word, Excel, CSV, text, PowerPoint, and PDF.
Analytics: People-Level Playbook Tracking
The Playbook Tracker dashboard now includes support for People Level Playbooks, giving teams visibility into playbooks and tasks assigned to individuals owners or employees alongside existing unit-level analysis. This helps users track execution, workload, overdue items, and completion trends more effectively across people-driven workflows.
Analytics Mobile App: SSO Login Support
The Analytics mobile app now supports SSO login, allowing users authenticated through SAML SSO in FranConnect to access Analytics dashboards on mobile using the same login experience. This removes a key access barrier for SSO-enabled users and makes mobile dashboard access more seamless.
Sales and Information Manager: Document Upload API Support
New REST API support for document uploads in Sales and Information Manager makes it easier to manage documents programmatically, access document metadata, and support more efficient integrations across external systems and workflows.