We kicked off the year with some of the most essential features for any accounting software. This release includes the Automations module, enabling users to streamline repetitive tasks, and the Custom Roles module, providing enhanced control over user permissions. Along with these major updates, we also introduced several minor fixes and improvements to refine the overall experience. Below, we provide an overview of the key updates and improvements introduced in this release.

Automations

With our Automations module, you can set up rules to automatically categorize your transactions, saving you the hassle of doing it manually. Create multiple rules, assign priorities, and set up sophisticated conditions to ensure your transactions are always categorized accurately. This means less time spent on repetitive tasks and more time focusing on what matters.

Custom Roles

With our Custom Roles module, you can create roles with specific access permissions for different modules. Whether you want to grant read-only access to the Journals module or read and write access to Transactions, you have complete control. Once set up, you can easily assign these roles to your team members, ensuring they have the right level of access based on their responsibilities.

File-Based Bank & Credit Card Integrations

We’ve made it even easier to bring your financial data into the platform with our file-based integrations for banks and credit cards. You can now upload your transactions in a specified format and have them seamlessly added to your records.

Additionally, we’ve introduced native file integrations for banks like Aspire and Zamp, allowing you to directly upload files provided by them without any modifications. This ensures a smoother and more efficient reconciliation process.

Minor Improvements

• We have added a new field called "Activity Type" in the Chart of Accounts module. This field will help you specify what type of Activity is recorded in an account, such as operating, investing, financing, etc., which will help you receive better cashflow insights.