(Guide Admin)

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Release Detail For 25.08.17.0000 AccountingAccounting - TodayCorrected an issue on the Scheduled Transaction view that prevented the Credit Card charges from appearing. Admin/ManagerImport DataUpda...

• (Guide Admin)
• August 05, 2025 13:17
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Planned Server Migration Aug. 9th, 2025: app21 and 23 For users on servers app21 and 23, we will be migrating your server to a new hosting facility on Saturday, August. 9th, 2025. The migration wil...

• (Guide Admin)
• July 24, 2025 15:08
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Planned Server Migration Aug. 2nd, 2025: app9, 10, 11, 15, 17, and 19 For users on servers app9, 10, 11, 15, 17, and 19, we will be migrating your server to a new hosting facility on Saturday, Augu...

• (Guide Admin)
• July 24, 2025 15:08
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Planned Server Migration July 26th, 2025: app6, 7, 8 and AU servers For users on servers app6, 7, 8 and AU, we will be migrating your server to a new hosting facility on Saturday, July 26th, 2025. ...

• (Guide Admin)
• July 17, 2025 16:04
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Release Detail For 25.07.20.0000 AccountingFinancial BudgetsThe Financial Budget import now supports exporting and updating the budget through the import. Journal EntriesWhen the entry is getting a...

• (Guide Admin)
• July 07, 2025 17:05
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Release Detail For 25.06.15.0000 AccountingGL TransactionsUpdated the GL posting to include the foreign currency when an invoice/voucher credit memo is created which causes a gain/loss. Journal Ent...

• (Guide Admin)
• June 03, 2025 16:24
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Release Detail For 25.05.18.0000 AccountingAccount ReconciliationAccount Reconciliation auto matching of transactions on file uploads will now allow for a larger date discrepancy when trying to mat...

• (Guide Admin)
• May 05, 2025 16:34
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Release Detail For 25.04.20.0000 Admin/ManagerEmployeesAdded the ability to set up a Custom Welcome Email for new employees and Contacts under Transaction Preferences > Contact Management. Messages...

• (Guide Admin)
• April 07, 2025 15:48
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Release Detail For 25.03.16.0000 AccountingAccount ReconciliationAccount Reconciliations will now allow a click-through to Credit Card Charge items. Financial BudgetsModified the GL Company selecti...

• (Guide Admin)
• March 03, 2025 20:38
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Release Detail For 25.02.16.0000   AccountingAccount ReconciliationsCorrected an issue on the bank reconciliation when a portion of an ACH payment was cleared on a previous reconciliation. Financia...

• (Guide Admin)
• February 03, 2025 19:08
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