2021

December 16, 2021 Workflows Now Includes a New Look and Security Role! The My Workflows window shows off a new look as well as the ability to view the invoice attachment alongside each invoice as it is being reviewed. In addition to this, the...

September 15, 2021 See trends faster and get all the financials you need in one place, at a glance with the Financial Dashboard Customers with Custom Financial Reports (CFR) now have access to the financial dashboard which puts fresh, visualiz...

June 15, 2021 Improve forecasting by using 2019 sales data for Smart Forecasts 2020 was not a typical year. Use 2019 sales data to get more accurate sales forecasts. Alternatively, you can use the previous 8 weeks by selecting the “Smart  ...

March 3, 2021 Cleaner reports by excluding GL accounts with no activity Make your GL detail reports easier to consume by excluding GL accounts that have no activity for the selected date range.         Further custo...