AccountingSuite™ Release Updates

Our new Platform Upgrade enables AccountingSuite™ to be even faster, with new user interface improvements that create a seamless and more interactive experience - we all love that!

• Messages and Dialog boxes are cleaner and more sophisticated.
  

• Collaboration System (Conversations) are enhanced with video calls, screen share and emoticons for chats!
  

• Resolved platform issues.
  

New Features

Reports: Always getting more awesome!

Report Packages are now fully enabled with all of our new reports and report upgrades!

Balance Sheet Standard and Comparative; and Income Statement Standard and Comparative ---> Drill down to the GL Report and get all the transaction details you need.

Income Statement, Balance Sheet & Trial Balance: Compare by "None" and Variance toggles improved user experience.

Report headers: Now you have the ability to collapse/expand parameter descriptions.

• Financial Reports: Improved Parent-to-Child reporting, enhanced UI and messaging!
  

Custom Fields can now be added to and printed on all Custom Print Forms! Picklist output fixes and enhancements for Dropship Vendors.

• Journal Entry improvements:
  

• You can now Reverse the Journal Entry right after saving!
  
• Recurring Template fixes and upgrades
  

 

Payroll Import Wizard upgrades

• Payroll Import Wizard improvements that include new seamless imports from SurePayroll, PrimePay, and ADP, as well as any generic file imports!
  

• Advanced Payroll Import controls enabled for prevention of duplicate journal entries upon import.
  

Utilities: Merge Tool and Search and Replace upgrades

• Merge Tool can now merge multiple records into an original - with interactive and intuitive user guidance and messaging!
  

• Dependency checks for related data types for errorless merging!
  

Integrations: Stripe API and Square upgrades

• Stripe charges now have a drop-down menu with MULTIPLE available payment methods to choose before sending the charge to Stripe.
  

• More technically advanced Stripe Webhooks for better ACH, Refunds and Payouts integration.
  

• Square connectivity improvements for Point-of-Sale integration through CloudCommerce interface.
  

     Cloud Banking is constantly being improved!

• Categorization Rules: Total redesign, improved user experience and fast adding and editing!
  

• Yodlee upgrade for improved Multi-Factor Authentication(MFA), better connections, messaging, and the ability to download up to 1 year of transactions.  
  

Other improvements

• We have added a full list of currencies from Open Exchange Rates, including cryptocurrencies like Bitcoin.
  

• Sales Invoice for DropShip Delivery now uses Vendor for “Ship From” when DropShip box is checked.
  

• Enhanced Duplicate Serial Number prevention measures in Sales and Purchase Documents!
  

• Inventory Adjustments are now able to be set using the AccountingSuite™ document numbering mechanism.
  

• Attachments and File upload fixes and improvements.
  

• The AccountingSuite™ Edition now appears on the title bar no matter where you are!
  

• AccountingSuite™ continues to integrate WalkMe into our application for every module, function, and screen for a true customer-self-supported know-how and frustration-free experience. When was the last time you knew exactly how to do something and didn’t have to call anyone?! Love that too!