Release 1.2 (launched November 13, 2025) continues our commitment to a streamlined, user-friendly experience for financial and accounting tasks. With enhanced navigation and thoughtful design improvements, this update introduces several new pages and expands functionality, making it even easier to access, review and manage your information.
General Ledger
- GL overview: Added at-a-glance GL balances and trends
- GL transactions: Easily view and analyze general ledger transactions
- GL attributes: Ability to create and maintain GL accounts
Batches
- Batch search: Search for transaction batches quickly and efficiently
- Transactions by batch: Review all transactions within a selected batch
- SL-SA transactions (New): Access the latest SL-SA transaction details with improved navigation
Bank Accounts
- Bank attributes: Ability to create and maintain bank attributes
- Create bank account: Ability to create and maintain banks
Other enhancements
- Account search and parameters
- Enhanced account search with flexible optional parameters
- Improved parameter design to support cases where only one field is required (of several options)
- Consistent design and navigation
- Updated “view related” functionality to include new GL and SL-SA transactions pages
- Reconciled column-picker names for consistency across pages
- Refreshed designs for the Exception page, “Page not found” and loading screens
- Download and data formatting
- Unified data structure and formatting for the “download all” grid option
- Added “download” capability to the Voucher line-items grid
- GL Overview and Subcode inquiry
- GL Overview now includes a “deleted” column format and bank information
- Subcode inquiry features a new link to transactions for GL account types
- Payroll and employee attributes and tooltips
- Standardized tooltips and added direct links to Workday for employee details
- Updated Workday links and tool tips for better clarity
- Voucher header (and related documents)
- Updated column headers in Voucher header grids
- Added a grid for related DCR documents in the Transactions modal
- Account statement: Added tooltips to revenue / expense columns for clearer information