Release Notes and Playgrounds Free Trial enhanced sign up!

Release Notes and Playgrounds Free Trial enhanced sign up!


AccountingSuite™ wants everyone to play in our Playgrounds.


Free trials with ALL three of our most popular plans! 




Easy and seamless signup! 









AccountingSuite™. Come Play with Us.







AccountingSuite™ Release Updates




A newly upgraded platform performs faster and with enhanced functionality!




New Features



All Financial Reports are continuously being improved! 



Being rolled out in multiple phases are:


New comparative and variance analysis report features, more options for creating budgets, 

additional multi-entity reporting, and a 

richer reports user interface.




Reports Phase 1:



  • The Balance Sheet now has new Comparative Parameters for prior periods; and Variance Analysis, both monetarily and via percentages.






  • Budget v. Actual now has new Comparative Parameters and Variance Analysis, both monetarily and via percentages. As well as, new and improved Budget creation and selection options.



  • Users can now Import Budget numbers using Actual Numbers from: Income Statement Accounts, Balance Sheet Accounts, or Combined Accounts.


  • Filters by Class and Project for the General Ledger and Balance Sheet.


  • The Statement of Cash Flows, Trial Balance, General Ledger, and Balance Sheet reports now have double underlines indicating final numbers making the reports easier to read. 


and more New Features


  • Better functionality for Advanced Report Settings, Batch Reclassification, Dropship Purchase Order posting, split screen mode, column moving and comparisons.


  • Adobe Print Preview enabled on all Print Forms.


  • Users can now sort by Record Type in the General Journal.


  • Improved messaging for Stripe Integration.


  • The ability to create line item discounts.


  • The ability to pay vendor credits and debits created by Journal Entries into Bill Payments; and customer credits created by Journal Entries into Cash Receipts "Credit" tabs. So there are more options to create credits that are simple and that can directly credit an expense or GL account for that vendor or customer.


  • In accordance with accounting best practices and auditing rules - Cash Sales can now be voided (not deleted).

 

  • Application Programming Interface (API) upgrades and new features: 

  • Zoho CRM upgrade

  • Users will now see when a Sales Invoice is partially or fully paid; when a Sales Invoice’s balance was changed

  • A balance check will be made for documents against the General Ledger balance for that document (for example, Sales Invoice).

 

  • Allow multiple files to be chosen for the "upload" function of Attached Files.

 

  • Current invoice balance is now shown in the “Invoice status” field in the bottom right of the header:

 

  • There is now a mechanism for line item discounts - discounts on the lines can be realized as additional fields in the Products table in all Sales documents.


  • Newly created Error management tool: Error tokens are now shown for all errors this will enable our staff to help and fix the issue with speed and precision.


  • Special characters (-, %, *, #, etc.) can now be used in Custom Fields.


  • AccountingSuite™ and PayPal integration: more seamless payment processing.


  • Bill Payment and Bank reconciliation improvements for multi-currency.


  • Quickbooks Online Conversion improvements.


  • Cloud Banking: 

    • The last four numbers of the Credit Card or Bank account and the routing number will show to help identify and confirm.

    • Users can now switch to another bank for importing transactions offline


  • Cloud Payables: 

    • Matching bug fixes, enhanced vendor matching with Bill.com.

    • A search field has been added to the Sync Screen.


  • The “ShipTo” field will show on Print Forms when checked.



    • Related Articles

    • CustomBooks™ Free Trial Playground

      Playground Welcome to the CustomBooks™ Free Trial Playground—your opportunity to explore our comprehensive cloud accounting software with robust inventory management controls with zero commitment. Our fully functional free trial accounts are designed ...
    • What limitations are there on the Free Trial?

      The free trial is a fully functioning version of the software and does not have any limitations. The trial lasts for 30 days and after this time, no additional transactions will be able to be saved until you choose a plan and subscribe. None of the ...
    • Beagle - Release Notes (March 2014)

      New Features Enhanced Cloud Banking!  Assign a project, a  customer / vendor and a G/L account to a transaction downloaded from a bank  –  all in the same screen. Customer and Vendor Balances!  Easily view customer and vendor balances right from the ...
    • Chihuahua - Release Notes (Late March 2014)

      Expanded Classes! Classes may now be used on individual document lines and have also been added to Timetracking Deposits and Bills now record Classes. Reporting Enhancements! The income statement and balance sheet reports now show sub-accounts in ...
    • French Bulldog 2 Release Notes

      AccountingSuite™ Release Updates New Features Reports and more! We listen to our customers. You wanted it and we have brought it back... the previous version of the Income Statement!  Now you have a standard version AND a comparative, variance ...