Key feature
Features
  • New Categorization Status Widget
    on the
    Dashboard
    shows % of work completed and links directly to uncategorized transactions.
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  • New Account Status Widget
    on the
    Dashboard
    highlights account health (setup progress, integrations, reconciliations, and checklist tasks) with quick links to resolve issues.
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Other Features
  • Fixed Asset nudge in
    Manual Journal Entries
    alerts users when using fixed asset accounts, with direct navigation and preview demo.
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  • Bulk creation of
    Manual Journal Entries
    now supported via CSV upload.
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  • Introduced Accounting Resource Center Link (ARC) in the Firm Dashboard