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Easier purchase exports, bank reconciliation and record searches

Explore this month's product updates and the details behind each release.

Export purchases and combine bank statements

Export purchase documents to Excel and merge bank statements when you need a combined view.

Added

  • Export purchases and combine bank statements: Export purchase documents to Excel and merge bank statements when you need a combined view.

Unlink a record's payments in one action

Remove all payment links from a record, with a confirmation step before the change is applied.

Added

  • Unlink a record's payments in one action: Remove all payment links from a record, with a confirmation step before the change is applied.

Find the right records and keep payments connected

Exclude records that do not fit your search with more flexible filters. Payment matching also preserves existing links when records are reposted, reducing repeated reconciliation work.

Added

  • Filter out records you don't need: Use exclusion filters to leave out values that match or contain specified text.

Fixed

  • Keep payment matches when reposting: Automatic payment matching has been improved, and existing matches are preserved when records are reposted.

Include duties on invoices

Record duties alongside the other amounts on an invoice.

Added

  • Include duties on invoices: Record duties alongside the other amounts on an invoice.

Search your tax entries

Find the tax entries you need with dedicated tax-entry search.

Added

  • Search your tax entries: Find the tax entries you need with dedicated tax-entry search.
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