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.
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.
- 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.
- 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.
- 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!
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