AccountingSuite™ Release Updates, German Shepherd 5
AccountingSuite™ Release Updates, German Shepherd 5
Cloud Banking Upgrade: Tons of New Features and Improvements!
Advanced Matching and Categorization Algorithms:
- Company Name check is first, and it is based on the Bank Description and AccountingSuite™ Transactions Company Name. After the Company Name is matched, it is used to filter available documents.
- The Merchant Name field is now the most important filter for Recommended and Perfect Matches.
- Perfect Match is recategorized/re-matched upon: opening Cloud Banking, changing banks, and clicking Recategorization.
- Merchant Name is now used in Categorization Rules.
- Users are notified and asked if they want to update Merchant Name to AccountingSuite™ Company mapping, as well as update the Categorization Rule.
- After the user confirms the Merchant Name mapping from the prompt screen - it will Recategorize on the fly.
- Recommended Matches are automatically refreshed after Categorization changes are made.
- New Update from Historic Data feature for mapping.
- Manual Edit checkbox locks down further automatic changes.
Guided and Intuitive User Interface and Messaging:
Upgrades to Cloud Banking Home Page Dashboard!
- Drilldown to individual Banks
- Improved Sorting mechanisms
- Links take you to all the places you want to go!
- Learn and discover all that AccountingSuite™ can do for your business(es) and/or clients.
Zoho CRM Integration improvement!
- AccountingSuite™ will detect if historical data is needed to post a transaction and request it from Zoho CRM.
Test Company/Sandbox is now a special color!
- Differentiates your Test Company from your real Company at a glance!
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