What's New
Release Date: 08/10/24
Fuzzy Matching for Accounting Packages
Improved search functionality allows SME users to find accounting packages even with typos, using fuzzy matching in the new connect and share + upload and share journeys.
Clone Engagement Feature
Users can now clone engagements from the dashboard. A modal appears for editing the engagement name and external SME ID.
Default Strings in New Connect and Share + the Upload and Share Journey
Updated default labels in the upload journey for clearer user instructions during the connecting and sharing process.
Updated Illustrations in Upload Journey
Enhanced illustrations in the new upload journey provide a more modern and engaging user experience.
Bug Fixes
Client Config Consideration for Online Connectors
SME users will now see only valid, configured online connectors for their clients, reducing errors during the upload process.
Sage Intacct
AR payments and allocations are now correctly created when a single payment is associated with a group of invoices
Sage 50, Quickbooks Online, Xero
Transaction types are now labeled with the appropriate IDs.