Improved tax reports, transaction import matching, and more.
Enhancements
Tax Reports
The upgraded Paid Tax Report and Billed/Collected Taxes Report now does the following:
- Shows void transaction along with its void adjustment
- Includes Journal Entries at the end of the report
Transaction Import Matching
When importing transactions/bank feed, system will display a green Matched icon when the ref.# and amount of transactions match for Check withdrawals. This will help in situations where there are multiple transactions with the same date and amount.
To learn more, read Import Bank Transactions via QBO/Excel/CSV File
Fixes
- User will now be able to use the copy feature to create, without significant delay, a new matter for an existing client.
- General Ledger will display individual entries for all the allocations even though the same COA is used multiple times for AP bills or transactions.
- User will not experience delay when clearing transactions, reopening and reconciling the reconciliation statements.
- User will be able to make a payment on a single invoice without getting the message Payment is currently being applied to some of the selected invoices. Try again later.
- Firms with a large number of events can Create/Edit them without significant delay.