Inter-Entity Data Linking: Loan Matrix
As part of our highly requested inter-entity data linking feature, the loan matrix workpaper is now available online! It is also unique because it is the first of our web-based workpapers, letting you fully interact with it in any browser.Export Journal Memos back to the source fileWe have improved the journal export process by also including the journal memos so that the journals in the source files are more meaningful and can be traced back to your valuable work. Multiple journal lines into an account are also now shown as separate journal lines in the export journal so that the adjustments are clearer in the source file.
Improvements to Notes and Queries
We have heard your feedback and have made a few improvements to our notes and queries module in Workpapers to improve your experience.
Subscribe to email notifications for workpaper template updates
Firm administrators can now subscribe to regular email updates whenever a new record template has been created or if an existing one has been updated. This will help ensure you are across the latest changes.
Auto-Match and Merge for Source Accounts
To help users save time and improve efficiency, we’ve introduced a new capability to automatically match and merge source accounts when clients change or move between accounting systems. This feature ensures financial reports align with the correct prior year figures and classifications, minimizing the manual effort required for account allocation and merging.
Bulk Edit Functionality in Accounts Screen
We’ve introduced a bulk edit feature within the Accounts screen, tailored to the specific account view a user is in. This improvement enables users to make multiple changes at once within their current context, significantly enhancing efficiency and productivity.