Features:
- Invoices – Header Actions: Added frequently-used invoice actions like download to the header, making them easier to access during invoice processing.
- Bills – Action Organization: Consolidated bill actions into a dropdown menu and moved frequently-used actions like Download to the header, streamlining the bill management workflow.
- Payment Matching – Vendor Filtering: When linking to the payment matching screen, transactions are automatically filtered by the relevant customer or vendor, making it easier to find and match specific transactions during reconciliation.
- Reconciliation – Manual Reset: Users can manually refresh reconciliation data to update entries after backend processing completes, addressing scenarios where recent changes need to be reflected.
- Chart of Accounts – Hierarchical View: See nested parent-child account relationships in a collapsible tree table, making it easier to understand and navigate your chart of accounts.
Enhancements:
- Invoices – Line Item CSV Export: CSV exports for invoice line items now respect your filters, allowing you to generate targeted reports for specific date ranges, statuses, categories, or products.
- Payment Matching – Selection Persistence: Selected bills remain visible during reconciliation, even when applying filters, to streamline the matching process.
- Invoices – Color Visibility: Invoice and bill pages now use clearer color contrast, making important information easier to read for bookkeepers.