AccountingSuite™ User Profiles and Security are completely overhauled with advanced Default and Custom Profile creation! As well as a new Security Log feature!

• Module/Menu based security in Admin Panel -> Security Settings that enables administrators to quickly and easily set up user roles. 

• New Profile tab for uncomplicated management of all user profiles!

• Already created Default Profiles that you can apply to users: 

• Administrator

• Client Dashboard Access Only

• Reports Only

• View Only

• The ability to copy and customize Default Profiles for quick and easy addition of more users’ roles!

• AccountingSuite™ Extensions also have this functionality in the new User Roles and Security.

• New Security Log in Admin Panel! 

• Filter on a variety of values, including “User Action”, to readily see any changes made to a user (and all the history!) in the revision details.

• No worries - existing User Roles prior to this release were converted to the new User Profiles structure!
  

• Please Note: Because the security is stronger, extra steps might be required to enable the full range of a user’s former access. For example, users with "Project = Full Access" and "No Rights" to any other Menu will only have access to the Projects list and Project related reports. Solution: The Administrator should change the user’s custom Profile to grant access to a needed Menu item, or assign one of the Default Profiles.

1C Platform Upgrade

• Our new Version 8.3.17 is even faster and more powerful than before!

1099 updates for Tax Year 2021 have been implemented!

• Applied changes to accommodate Forms MISC and NEC.

• Update category and box changes effortlessly from Tax Year 2020!

• Seamless exporting to Track1099, and integration from within Tax1099.

Cloud Banking Improvements

• New Yodlee Fastlink Interface!

• Bank Transactions are Refreshed FAST!

• Edit Login Credentials on connected banks FAST!

• Reconnect previously disconnected banks FAST!

• Connect to new bank accounts FAST!

• Ability for our support team to turn FastLink off and on in your Bank Settings.

• Also new in Cloud Banking:

• Inactive banks are hidden in Search when connecting a new bank account - this makes selection quicker and easier!

Cloud Commerce Improvements

• Enhanced Performance, Faster Loading Speed AND new Pagination!

• Address Merging screen UI improvements - more hyperlinks and the ability to update.

• Users no longer need to confirm Customer or Address when non-related order updates occur.

• Ability to switch between the Billing and Shipping Address tabs in the Matching window.

Accounting

• Financial Reports Calendar dates in Report Settings are now tied to date parameters set up in Accounting Settings.

• Default end date is generated from Accounting Settings: “Future reporting/posting years allowed.”

• Improved UI and error messaging.

And as always, we are continuously resolving issues and making security improvements!