PRODUCT RELEASES

Product Releases

We are very pleased to present you our new products at Accounto. Our team has been working hard, and every week (almost) we will present you some news. Your feedback is important to us, so let us know. Stay tuned for innovations!

New features for better experiences.
Enhancements to boost productivity.
Bug fixes and performance improvements

Week 37

1. Refreshed Document Preview in Reconciliation

Where:
Bookkeeping > Reconciliation > Reconciliation modal
Changes:
We are making it easier for you. You will not see a preview of the document right away. Instead, you can access the document’s details by clicking the „Preview“ button.
What is in it for me:
It makes the interface I see cleaner and more user-friendly.

2. Frontend apply filters in recon modal

Where:
Bookkeeping > Reconciliation > Reconciliation modal
Changes:
We have added filters to the reconciliation modal. It is now simpler to match a transaction with the right document.
What is in it for me:
Helps me with easier matching of a transaction with a corresponding document.

3. Notification for changing the account name aliases

Where:
Setting → Accounting Chart → Edit Account
Changes:
When you change the account title, you will see an information message. It lets you know that changing the title will not alter the account’s function on the platform.
What is in it for me:
More transparency on how the system is working, better user experience

Week 36

1. Booking rules tooltips

Where:
Bookkeeping > booking rules
Changes:
The booking rule interface now has now more explanations and examples to make its use and possibilities clearer
What is in it for me:
As a user I am now able to understand each button and function and I can create booking rules in an easier and more efficient way

2. Address field in manual reconciliation module

Where:
Bookkeeping > reconciliation
Changes:
When manually reconciling a transaction without a document (creating the booking directly), users can now attribute an address to the booking
What is in it for me:
As a user I am now able to consistently attribute addresses in all relevant places including transaction bookings, and I can filter by them in the journal, account statement, and manage them efficiently

3. Advisor user permissions

Where:
Advisor suite > settings > users
Changes:
Advisor admins can now attribute much more specific rights to their users (seeing only certain modules), and restrict their access to specific tenants
What is in it for me:
As an advisor admin user, I am now able to manage my employee’s rights to which clients they should see or should not see, and restrict their access to certain modules only, if I wish. Thus I am more flexible in my client and confidentiality management.

4. Global tax year selector

Where:
Many menus (wherever there are dates involved, e.g. transactions, journal, payroll runs…) on the client level
Changes:
Now there is a global filter for the tax year, which is saved for each user according to their usage (e.g. I was working on 2022, so all filters will be set on 2022 automatically for me). Note that this global filter does not replace the old filters, they can still be used if needed, the global filter would be deactivated in this case.
What is in it for me:
As a user I gain efficiently by having all my views consistently adapted to the same tax year, following automatically my preferred parameters

Week 35

1. Transitory actives and passives

Where:
Journal and account statements
Changes:
New function (”accrual” button), now visible in the manual booking form, which will create an automatic reversal of the booking on given date

2. Journal adjustment display of postings

Where:
Journal
Changes:
Instead of the “debit account” and “credit account” columns, we are now displaying accounts the same as in the account statements, with “account” and “counter account” and postings accounts are now correctly displayed

3. Cost center/tag settings renaming

Where:
Settings > tags
Changes:
We have renamed this menu from “tags” to “tags/cost centers” and added tooltips so it is now clear that this section is used both for setting up tags and cost centers

4. Display document ID in the reconciliation

Where:
Reconciliation menu
Changes:
We have added the information about the document/invoice ID in the reconciliation menu

5. New VAT rates 2024

Where:
Settings > VAT codes (and all places related to VAT)
Changes:
The new VAT rates for 2024 (meaning 2.6%, 3.8% and 8.1%) are now available in our tenant templates and will be synchronized shortly onto all existing tenants

Until week 35

1. Some changes in tab names

Where:
Bookkeeping menu
Changes:
Some of the tabs names are now more clear for users

2. Annual statement system templates synchronization

Where:
Advisor suite/annual statement
Changes:
Now when enabling the feature flag “advisor annual statement”, our 23 system templates directly appear in the advisor’s template menu

3. VAT codes removal in booking rules

Where:
Booking rules
Changes:
Now there is an option (tickbox) to remove the VAT rate (before you could only change to a different VAT rate but not remove completely)

4. Open debtors/creditors more information

Where:
Closing > open debtors / open creditors
Changes:
Now the list shows booking numbers of the open positions, as well as the “eye” icon to be able to see the document, doc ID and change bookings if needed

5. Display of VAT calculation rate in several views

Where:
Journal, account statements, manual bookings (among other places)
Changes:
If a booking has a VAT rate whose declaration rate is not the same (e.g. 0% VAT rate and 7.7% declaration rate), both are now displayed in the relevant views

6. Unreconciling transactions change & bulk unreconcile

Where:
Finances > transactions
Changes:
Instead of the “trash can” icon, now there’s a button “unreconcile” to unreconcile single transactions, as well as a tickbox to select several transactions and unreconcile them in bulk (please note that more changes will come later on)

7. Reconciliation assistance: matching document at top of the list

Where:
Reconciliation
Changes:
Now the matching document (highlighted in orange) is displayed on top of the list

8. Reconciliation assistance: if document is an expense, display employee name

Where:
Reconciliation
Changes:
In the documents list in the recon, when a document is of type “expense”, we now display the employee’s name