AccountingSuite Release Updates, German Shepherd 8

AccountingSuite™ Release Updates, German Shepherd 8










AccountingSuite™ Release Updates, German Shepherd 8



Report Packages redesign with tons of new features!


  1. ALL AccountingSuite™ reports are now available in Report Packages! Every module, every one!


  1. No limit to how many reports you can have in a Package. You want to Export or Email all 34 reports - no problem! And you can have them all in one PDF!




Three options for modifying individual report default settings:


    1. Save to Report Package only
    2. Save to individual report in Settings and use in Report Package
    3. Use once in Report Package and do not save





Click on a report and see all the settings on the right - quickly identify if you need to change anything.








Web Portal improvements to “Add New Client”!

Easily add multiple Clients, Concurrent Users, Add-ons such as data migration or conversions, and apply your Coupon codes!

See all your One-Time, Monthly and Yearly charges clearly - they are next to each other!

Checkout and Place your Order fast!






Or save Your Cart for later and return easily from the Portal!





Other improvements:



Cloud Banking

  1. If your Bank has not been refreshed within the last 40 hours, it will change to red alerting you to manually refresh

                               


  1. “Merchant name” column is now in the “Approved Transactions” and “Excluded Transactions” tab


Exchange rate precision is now more precise and up to 8 decimals.



Accounting Settings: Future reporting/posting years allowed can be: 0 (minimum) to 9 (maximum).






    Need help applying this to your business?

    See how CustomBooks™ can support your accounting and inventory workflow

    If you are evaluating CustomBooks™ or want help setting up workflows for your business, explore the product or schedule a conversation with our team.

    Already using CustomBooks™? Explore the Knowledge Base or contact support for product help.



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