- A new dashboard with important dates and company details is set up under Settings
- Payments have been divided into different options at the top. The right-hand dropdown applies even more filters in each option.
- Payments have been updated to include additional new methods. You can save payment details and then return to them later. You can set vendor default to ensure the payment always behaves the same way when new bills are received from that vendor. A message will be displayed under the vendor name if the beneficiary payment details have been added or changed and still require approval.
- A search box has been added to the reconciliation screen to search for descriptions and amounts.
- For various payment corridors and payment methods, more payment checks have been added to ensure payment details are valid.
- American Express UK was added to the bank institutions dropdown list
- Statement matching has been improved
- Purchase orders and delivery notes can now be seen on the dashboard
- Notification is added when the connection to Xero is lost
- The left side menu is now split into Business and Bookkeeping sections
- The following sections have been moved to Settings: Company Information, Users, Institutions, Integrations, Collector, Invoice Fetcher and Important Dates.
- Beneficiary addresses are now optional when not needed to set up their banking d
- Ctrl+B opens Vendor setup when an item is selected and not Ctrl+V
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article