AccountingSuite™ Release Updates, German Shepherd 1

AccountingSuite™ Release Updates, German Shepherd 1









 AccountingSuite™ Release Updates




Our new Platform Upgrade enables AccountingSuite™ to be even faster, with new user interface improvements that create a seamless and more interactive experience - we all love that!


  • Messages and Dialog boxes are cleaner and more sophisticated.


  • Collaboration System (Conversations) are enhanced with video calls, screen share and emoticons for chats!


  • Resolved platform issues.



New Features




Reports: Always getting more awesome!




  • Report Packages are now fully enabled with all of our new reports and report upgrades!


  • Balance Sheet Standard and Comparative; and Income Statement Standard and Comparative ---> Drill down to the GL Report and get all the transaction details you need.


  • Income Statement, Balance Sheet & Trial Balance: Compare by "None" and Variance toggles improved user experience.


  • Report headers: Now you have the ability to collapse/expand parameter descriptions.




  • Financial Reports: Improved Parent-to-Child reporting, enhanced UI and messaging!
  • Custom Fields can now be added to and printed on all Custom Print Forms!


  • Picklist output fixes and enhancements for Dropship Vendors.


  • Journal Entry improvements:
  • You can now Reverse the Journal Entry right after saving!
  • Recurring Template fixes and upgrades

 


Payroll Import Wizard upgrades


  • Payroll Import Wizard improvements that include new seamless imports from SurePayroll, PrimePay, and ADP, as well as any generic file imports!





  • Advanced Payroll Import controls enabled for prevention of duplicate journal entries upon import.



Utilities: Merge Tool and Search and Replace upgrades


  • Merge Tool can now merge multiple records into an original - with interactive and intuitive user guidance and messaging!





  • Dependency checks for related data types for errorless merging!






Integrations: Stripe API and Square upgrades



  • Stripe charges now have a drop-down menu with MULTIPLE available payment methods to choose before sending the charge to Stripe.


  • More technically advanced Stripe Webhooks for better ACH, Refunds and Payouts integration.


  • Square connectivity improvements for Point-of-Sale integration through CloudCommerce interface.




     Cloud Banking is constantly being improved!



  • Categorization Rules: Total redesign, improved user experience and fast adding and editing!



  • Yodlee upgrade for improved Multi-Factor Authentication(MFA), better connections, messaging, and the ability to download up to 1 year of transactions.  



Other improvements



  • We have added a full list of currencies from Open Exchange Rates, including cryptocurrencies like Bitcoin.


  • Sales Invoice for DropShip Delivery now uses Vendor for “Ship From” when DropShip box is checked.


  • Enhanced Duplicate Serial Number prevention measures in Sales and Purchase Documents!


  • Inventory Adjustments are now able to be set using the AccountingSuite™ document numbering mechanism.


  • Attachments and File upload fixes and improvements.


  • The AccountingSuite™ Edition now appears on the title bar no matter where you are!






  • AccountingSuite™ continues to integrate WalkMe into our application for every module, function, and screen for a true customer-self-supported know-how and frustration-free experience. When was the last time you knew exactly how to do something and didn’t have to call anyone?! Love that too!










    • Related Articles

    • AccountingSuite™ Release Update - German Shepherd 2

      AccountingSuite™ Release Updates - German Shepherd 2 Use our new interactive Startup Wizard to set up your AccountingSuite™ Company effortlessly! Guided screens ask all the right questions to accurately map and enable the Settings you need. New and ...
    • AccountingSuite™ Release Updates, German Shepherd 3

      AccountingSuite™ Release Updates German Shepherd 3 Interactive wizard guides users through creating all necessary 1099 forms!  New IRS Tax 1099 changes fully enabled in AccountingSuite™ for both MISC and NEC forms. Ability to update categories from ...
    • AccountingSuite™ Release Updates, German Shepherd 6

            AccountingSuite™ Release Updates, German Shepherd 6 New Web View for ALL AccountingSuite™ Reports!! Web View is an HTML view, with print and export options! You can choose Web view, or the familiar Spreadsheet View... or both! Web View has: ...
    • AccountingSuite™ Release Updates, German Shepherd 7, Paya Integration

      AccountingSuite™ Release Updates, German Shepherd 7 Announcing the AccountingSuite™ and Paya Integration! Paya delivers a complete payment system to you and your clients. Through Paya’s payment platform businesses can: Email invoices to customers for ...
    • AccountingSuite™ Release Updates, German Shepherd 8

      AccountingSuite™ Release Updates, German Shepherd 8 Report Packages redesign with tons of new features! ALL AccountingSuite™ reports are now available in Report Packages! Every module, every one! No limit to how many reports you can have in a ...