What's New
Release date: 18/07/23
Xero Selective Data Extraction
We are thrilled to announce the availability of Xero Selective Data Extraction. Discover the power of selective data uploads in Xero, allowing users to extract specific years of data and set it up either per client portal or per engagement via API. We're also working on a front-end option, coming soon.
In addition, we have exposed external endpoints for setting up and retrieving SDP parameters per engagement. Simply request access, and you'll be able to leverage these features to enhance your data management process.
Exciting Enhancements
-
Ledgersync API Report: Now, our customers can access the Ledgersync API Report through the API. As a bonus, we've created a dedicated Ledgersync reserve codes page for client admins to set up reserve codes for the report. Enjoy the flexibility of customizing report headings using strings.
-
UC2 Fingerprints: Gain access to the Access Supply Chain fingerprint, providing you with valuable insights and enhanced security measures.
-
MS Dynamics 365 BC (Online): We've added support for company selection via API, expanding the capabilities of our integration with MS Dynamics 365 BC (Online).
-
SME Groups: We've made significant improvements in the calculation of balances for SME groups. Now, the balance for an SME group accurately reflects the total sum of open balances for the reconciliation period of all SMEs in that group. High involvement is also calculated based on the total balance of all SMEs in the group.
Fixes
We've diligently addressed several bugs and issues to enhance your experience:
-
QBO Data Integrity Issues: We've resolved the AR=RM=Native QBO Report issue for improved data integrity.
-
Sage One: Invoices now include a link to the credit note with the correct amount, preventing any outstanding balances.
-
Reports: Aged Receivables report download no longer produces duplicate entries. GL and JE generation now works seamlessly, regardless of the presence of a logo setup. Receivables Movements can be viewed and downloaded without encountering 500 errors, ensuring smooth operations. Users can now be added without providing a phone number, as it has been made optional.
-
Sage 100 CON: We've adjusted the logic for financialPeriod.endDate to handle any gaps in the period date ranges.
-
Fix for vClient: We've resolved issues related to missing Environment Variables AppData setup.
-
Pegasus: Currency codes are now matched accordingly
-
Sage 50: Proper handling of uploads with DECIMAL(9,5) values and accurate update of invoice types when input files lack values.
-
Sage Intacct: AR Variance filter has been updated to enable extraction of missing invoices.
-
Upload SSO Certificate: SSO certificates can be uploaded for both SMEs and Admins.
-
Covenant Monitoring: Manual inputs, emails and reports for covenant monitoring now function as expected, enhancing the accuracy of your monitoring process.